Civic Intelligence

Carmel Middle School Parent Teacher Organization Inc.

990EZ • Fiscal year 2018 • EIN 23-7073687

Jul 01, 2017 to Jun 30, 2018 • Filed on Nov 05, 2018

Organization ProfileWWW1.CCS.K12.IN.US/CAM/PTO
300 S Guilford AvenueCarmel, IN 46032

(317) 846-7731

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2018

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2018

Net Margin

74th percentile

18%

Higher net margin than 74% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

75th percentile

25%

Faster asset growth than 75% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

59th percentile

7.3%

Faster revenue growth than 59% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$42,571

Up $8,389 (+25%) from 2017

Net Assets

Up

$42,571

Up $8,389 (+25%) from 2017

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin74th percentile

Revenue

Up

$46,440

Up $3,159 (+7.3%) from 2017

Expenses

Down

$38,051

Down $5,818 (-13%) from 2017

Net Income

Up

$8,389

Up $8,977 (+1527%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth75th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$60K$40K$20K$0Assets 2014: $35,119Net Assets 2014: $35,1192014Assets 2015: $33,301Net Assets 2015: $33,3012015Assets 2016: $34,770Net Assets 2016: $34,7702016Assets 2017: $34,182Net Assets 2017: $34,1822017Assets 2018: $42,571Net Assets 2018: $42,5712018Assets 2019: $47,073Net Assets 2019: $47,0732019Assets 2020: $51,046Net Assets 2020: $51,0462020Assets 2021: $52,788Net Assets 2021: $52,7882021Assets 2022: $54,828Net Assets 2022: $54,8282022Assets 2023: $50,548Net Assets 2023: $50,5482023Assets 2024: $51,038Net Assets 2024: $51,0382024Assets 2025: $54,083Net Assets 2025: $54,0832025

Highlighted filing

2018

Assets$42,571
Liabilities-
Net Assets$42,571
Open 2018 Filing

Operations Trend

Revenue Growth59th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$60K$40K$20K$0-$20KRevenue 2014: $28,992Expenses 2014: $23,437Net Income 2014: $5,5552014Revenue 2015: $29,419Expenses 2015: $31,236Net Income 2015: -$1,8172015Revenue 2016: $31,420Expenses 2016: $29,951Net Income 2016: $1,4692016Revenue 2017: $43,281Expenses 2017: $43,869Net Income 2017: -$5882017Revenue 2018: $46,440Expenses 2018: $38,051Net Income 2018: $8,3892018Revenue 2019: $44,700Expenses 2019: $40,198Net Income 2019: $4,5022019Revenue 2020: $40,498Expenses 2020: $36,525Net Income 2020: $3,9732020Revenue 2021: $29,909Expenses 2021: $28,167Net Income 2021: $1,7422021Revenue 2022: $39,669Expenses 2022: $37,628Net Income 2022: $2,0412022Revenue 2023: $26,971Expenses 2023: $31,252Net Income 2023: -$4,2812023Revenue 2024: $30,074Expenses 2024: $29,584Net Income 2024: $4902024Revenue 2025: $40,623Expenses 2025: $37,578Net Income 2025: $3,0452025

Highlighted filing

2018

Revenue$46,440
Expenses$38,051
Net Income$8,389
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Nov 5, 2018
Return Version
2017v2.3
Gross Receipts
$70,449
Mission and Program Overview

Mission

Support school in educating students

Program Services

DescriptionGrantsExpenses
VARIOUS ACTIVITIES BENEFITTING ENTIRE STUDENT BODY INCLUDING AFTER SCHOOL STUDY HALL, ENRICHMENT PROGRAMS,TEACHER/STAFF DISBURSEMENTS AND SCHOOL GIFTS-$36,970
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ADDY KUJAWAPresidentPT$0--
KATIE LAWSONVice Preside-$0--
LORI PASHEILICHTreasurerPT$0--
KIM FREDERICIAsst. Treasu-$0--
RAMIE COONYSecretary-$0--
LISA WILSONVP Of Commun-$0--
JANA SWIGARTMember At La-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fall Fundraiser$45,889$45,889$24,009$21,880
Total Events$45,889$45,889$24,009$21,880
Filing and Contact Details

Filer

Filer Name
Carmel Middle School Parent Teacher
EIN
23-7073687
Phone
3178467731
Address
300 S GUILFORD AVENUE, CARMEL, IN 46032

Signing Officer

Name
Kim Frederici
Title
Treasurer
Signed
2018-11-05
Discuss with paid preparer
Yes

Preparer

Firm
Rhea & Company
Address
2181 DUKE OF YORK ST, CARMEL, IN 46032-8409
Preparer
Brian D Rhea
Phone
3175759262
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses curriculum enrichment 14,800 pto administration 436 teacher grants/apprec 5,889 staff appreciation 1,392 club sponsorships 5,576 principals fund 9,313 total 37,406”

Raw XML Appendix175 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0KIM FREDERICI
IRS990EZ/BooksInCareOfDetail/PhoneNum03179193481
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0912 NEVELLE LANE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0CARMEL
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IN
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd046032
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt034182
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt042571
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt024443
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt08389
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0645
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt034182
IRS990EZ/Form990TotalAssetsGrp/EOYAmt042571
IRS990EZ/FundraisingGrossIncomeAmt045889
IRS990EZ/GrossReceiptsAmt070449
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt0117
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt034182
IRS990EZ/NetAssetsOrFundBalancesEOYAmt042571
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt034182
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt042571
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt13.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt33.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt43.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt53.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt63.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ADDY KUJAWA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1KATIE LAWSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2LORI PASHEILICH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3KIM FREDERICI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4RAMIE COONY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5LISA WILSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6JANA SWIGART
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3ASST. TREASU
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5VP OF COMMUN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6MEMBER AT LA
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt037406
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SUPPORT SCHOOL IN EDUCATING STUDENTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0VARIOUS ACTIVITIES BENEFITTING ENTIRE STUDENT BODY INCLUDING AFTER SCHOOL STUDY HALL, ENRICHMENT PROGRAMS,TEACHER/STAFF DISBURSEMENTS AND SCHOOL GIFTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt036970
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt024009
IRS990EZ/SpecialEventsNetIncomeLossAmt021880
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0IN
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt038051
IRS990EZ/TotalProgramServiceExpensesAmt036970
IRS990EZ/TotalRevenueAmt046440
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0HTTP://WWW1.CCS.K12.IN.US/CAM/PTO
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt024443
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt019559
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt07273
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt06517
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt06227
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt064019
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0117
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt079
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt079
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt063
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt067
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0405
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt045889
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt051861
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt052636
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt051693
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt051175
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt0253254
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0117
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt079
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt079
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt063
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt067
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0405
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99870
IRS990ScheduleA/PublicSupportPY509Pct00.99890
IRS990ScheduleA/PublicSupportTotal509Amt0317273
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt070332
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt071420
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt059909
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt058210
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt057402
IRS990ScheduleA/Total509Grp/TotalAmt0317273
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt070449
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt071499
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt059988
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt058273
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt057469
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0317678
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt024009
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0FALL FUNDRAISER
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt045889
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt045889
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt045889
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt045889
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt021880
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt024009
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt024009
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES CURRICULUM ENRICHMENT 14,800 PTO ADMINISTRATION 436 TEACHER GRANTS/APPREC 5,889 STAFF APPRECIATION 1,392 CLUB SPONSORSHIPS 5,576 PRINCIPALS FUND 9,313 TOTAL 37,406
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KIM FREDERICI
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CARMEL MIDDLE SCHOOL PARENT TEACHER
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ORGANIZATION INC
ReturnHeader/Filer/BusinessNameControlTxt0CARM
ReturnHeader/Filer/EIN0237073687
ReturnHeader/Filer/PhoneNum03178467731
ReturnHeader/Filer/USAddress/AddressLine1Txt0300 S GUILFORD AVENUE
ReturnHeader/Filer/USAddress/CityNm0CARMEL
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IN
ReturnHeader/Filer/USAddress/ZIPCd046032
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0809B74AE8DEA3E834F081DCB3170EB269EBEFB14
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId07DD2B39456CB59AEA4CBD3A4B9242964831D03B0
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0167.68.16.49
ReturnHeader/FilingSecurityInformation/IPDt02018-11-07
ReturnHeader/FilingSecurityInformation/IPTm009:17:09
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0351970648
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0RHEA & COMPANY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02181 DUKE OF YORK ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CARMEL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0460328409
ReturnHeader/PreparerPersonGrp/PhoneNum03175759262
ReturnHeader/PreparerPersonGrp/PreparationDt02018-11-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRIAN D RHEA
ReturnHeader/ReturnTs02018-11-07T09:17:24-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$42,571
Liabilities
-
Net assets
$42,571
Revenue
$46,440
Expenses
$38,051
Net income
$8,389
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$54.1$54.1$40.6$37.6$3.05
2024Detailed filing. Detailed filing data is available for this year.$51.0$51.0$30.1$29.6$0.49
2023Detailed filing. Detailed filing data is available for this year.$50.5$50.5$27.0$31.3$4.28
2022Detailed filing. Detailed filing data is available for this year.$54.8$54.8$39.7$37.6$2.04
2021Detailed filing. Detailed filing data is available for this year.$52.8$52.8$29.9$28.2$1.74
2020Detailed filing. Detailed filing data is available for this year.$51.0$51.0$40.5$36.5$3.97
2019Detailed filing. Detailed filing data is available for this year.$47.1$47.1$44.7$40.2$4.50
2018Detailed filing. Detailed filing data is available for this year.$42.6$42.6$46.4$38.1$8.39
2017Detailed filing. Detailed filing data is available for this year.$34.2$34.2$43.3$43.9$0.59
2016Detailed filing. Detailed filing data is available for this year.$34.8$34.8$31.4$30.0$1.47
2015Detailed filing. Detailed filing data is available for this year.$33.3$33.3$29.4$31.2$1.82
2014Detailed filing. Detailed filing data is available for this year.$35.1$35.1$29.0$23.4$5.56