Civic Intelligence

Monon Trail Elementary School PTO

990EZ • Fiscal year 2019 • EIN 27-0825050

Jul 01, 2018 to Jun 30, 2019 • Filed on Aug 20, 2019

Organization ProfileN/A

Refreshing map…

19400 Tomlinson RoadWestfield, IN 46074

(317) 867-8611

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 2019

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2019

Net Margin

53rd percentile

4.8%

Higher net margin than 53% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2019

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2019

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

$18,557

No earlier filing loaded for comparison.

Net Assets

$18,557

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin53rd percentile

Revenue

$70,279

No earlier filing loaded for comparison.

Expenses

$66,894

No earlier filing loaded for comparison.

Net Income

$3,385

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$80K$60K$40K$20K$0Assets 2019: $18,557Net Assets 2019: $18,5572019Assets 2022: $43,522Liabilities 2022: $0Net Assets 2022: $43,5222022Assets 2025: $60,260Liabilities 2025: $0Net Assets 2025: $60,2602025

Highlighted filing

2019

Assets$18,557
Liabilities-
Net Assets$18,557
Open 2019 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$80K$60K$40K$20K$0Revenue 2019: $70,279Expenses 2019: $66,894Net Income 2019: $3,3852019Revenue 2022: $50,481Expenses 2022: $48,727Net Income 2022: $1,7542022Revenue 2025: $78,940Expenses 2025: $52,753Net Income 2025: $26,1872025

Highlighted filing

2019

Revenue$70,279
Expenses$66,894
Net Income$3,385
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Aug 20, 2019
Return Version
2018v3.1
Gross Receipts
$85,517
Mission and Program Overview

Mission

To promote the welfare of students and teachers at Monon Trail Elementary School.

Program Services

DescriptionGrantsExpenses
Sensory room and classroom supplies enhance students' academic achievement with necessary materials and resources.$27,209-
Academic Clubs foster academic excellence among students and build cooperation between teachers, parents and students.$20,730-
Book Fairs provide students with resource materials across all academic pursuits towards excellence.$10,724-
Student Teacher care.$7,687-
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Sheri FaulkenbergPresidentPT$0--
Becky FosterVice President-$0--
Lori MckeownSecretary-$0--
Andee KettlebarTreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fall Festival$13,643$13,643$9,810$3,833
Monon Moves$13,414$13,414$3,327$10,087
Total Events$27,057$27,057$13,137$13,920
Filing and Contact Details

Filer

Filer Name
Monon Trail Elementary School PTO
EIN
27-0825050
Phone
3178678611
Address
19400 Tomlinson Road, Westfield, IN 46074

Signing Officer

Name
Sheri Faulkenberg
Title
President
Signed
2019-08-20
Discuss with paid preparer
Yes

Preparer

Firm
CPAWerkscom LLC
Address
18048 Sanibel Circle, Westfield, IN 46062
Preparer
Timothy C Musholt
Phone
3174649846
Supplemental Narrative

Additional Explanations

Other Revenue.1

“Socials $3222”

Other Revenue.2

“Student Teacher Support $2230”

Other Expenses.1002

“Office Expenses $331”

Other Expenses.1

“Academic Clubs $20730”

Other Expenses.2

“Classroom Supplies $15244”

Other Expenses.3

“Book Fair and Library $10742”

Other Expenses.4

“Sensory Room $9311”

Other Expenses.5

“Staff Teacher Principal $4371”

Other Expenses.6

“School Socialization $3317”

Other Expenses.7

“Art Supplies $2654”

Raw XML Appendix170 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.

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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Sheri Faulkenberg
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Becky Foster
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Lori Mckeown
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Andee Kettlebar
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt066700
IRS990EZ/OtherRevenueTotalAmt05452
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0To promote the welfare of students and teachers at Monon Trail Elementary School.
IRS990EZ/PrintingPublicationsPostageAmt0194
IRS990EZ/ProgramServiceRevenueAmt030146
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Academic Clubs foster academic excellence among students and build cooperation between teachers, parents and students.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Book Fairs provide students with resource materials across all academic pursuits towards excellence.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Sensory room and classroom supplies enhance students' academic achievement with necessary materials and resources.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3Student Teacher care.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt020730
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IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt227209
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt37687
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt013648
IRS990EZ/SpecialEventsNetIncomeLossAmt015670
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0IN
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt066894
IRS990EZ/TotalProgramServiceExpensesAmt066350
IRS990EZ/TotalRevenueAmt070279
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt019800
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt027957
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt047757
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0161
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt020
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0181
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99620
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt047757
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt019800
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt027957
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt047757
IRS990ScheduleA/TotalSupportAmt047938
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt013137
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Fall Festival
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Monon Moves
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt013643
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt013414
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt027057
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt013643
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt013414
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt027057
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt013920
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt013137
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt09810
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt03327
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Socials $3222
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Student Teacher Support $2230
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Office Expenses $331
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Academic Clubs $20730
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Classroom Supplies $15244
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Book Fair and Library $10742
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Sensory Room $9311
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Staff Teacher Principal $4371
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8School Socialization $3317
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Art Supplies $2654
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Revenue.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Revenue.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.6
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ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Sheri Faulkenberg
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-08-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Monon Trail Elementary School PTO
ReturnHeader/Filer/BusinessNameControlTxt0MONO
ReturnHeader/Filer/EIN0270825050
ReturnHeader/Filer/PhoneNum03178678611
ReturnHeader/Filer/USAddress/AddressLine1Txt019400 Tomlinson Road
ReturnHeader/Filer/USAddress/CityNm0Westfield
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IN
ReturnHeader/Filer/USAddress/ZIPCd046074
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0475587747
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CPAWerkscom LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt018048 Sanibel Circle
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Westfield
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd046062
ReturnHeader/PreparerPersonGrp/PhoneNum03174649846
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Timothy C Musholt
ReturnHeader/ReturnTs02019-10-20T05:28:51-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$18,557
Liabilities
-
Net assets
$18,557
Revenue
$70,279
Expenses
$66,894
Net income
$3,385
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$60.3$0.00$60.3$78.9$52.8$26.2
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$43.5$0.00$43.5$50.5$48.7$1.75
2019Detailed filing. Detailed filing data is available for this year.$18.6$18.6$70.3$66.9$3.39