Civic Intelligence

Westwood Elementary School PTO Inc.

990EZ • Fiscal year 2019 • EIN 27-1978023

Jul 01, 2018 to Jun 30, 2019 • Filed on Nov 04, 2019

899 Honey Creek RoadGreenwood, IN 46143

(317) 859-4200

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

13th percentile

-28%

Higher net margin than 13% 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

Assets

$4,430

No earlier filing loaded for comparison.

Net Assets

$4,430

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue

$12,025

No earlier filing loaded for comparison.

Expenses

$15,449

No earlier filing loaded for comparison.

Net Income

-$3,424

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$40K$30K$20K$10K$0Assets 2019: $4,430Net Assets 2019: $4,4302019Assets 2020: $15,993Net Assets 2020: $15,9932020Assets 2021: $12,852Net Assets 2021: $12,8522021Assets 2022: $28,194Net Assets 2022: $28,1942022Assets 2023: $29,200Net Assets 2023: $29,2002023Assets 2024: $34,375Net Assets 2024: $34,3752024Assets 2025: $32,089Net Assets 2025: $32,0892025

Highlighted filing

2019

Assets$4,430
Liabilities-
Net Assets$4,430

Operations Trend

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

$30K$20K$10K$0-$10KRevenue 2019: $12,025Expenses 2019: $15,449Net Income 2019: -$3,4242019Revenue 2020: $18,481Expenses 2020: $6,918Net Income 2020: $11,5632020Revenue 2021: $8,177Expenses 2021: $11,318Net Income 2021: -$3,1412021Revenue 2022: $27,233Expenses 2022: $11,891Net Income 2022: $15,3422022Revenue 2023: $18,014Expenses 2023: $17,008Net Income 2023: $1,0062023Revenue 2024: $22,325Expenses 2024: $17,150Net Income 2024: $5,1752024Revenue 2025: $13,732Expenses 2025: $16,018Net Income 2025: -$2,2862025

Highlighted filing

2019

Revenue$12,025
Expenses$15,449
Net Income-$3,424
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Nov 4, 2019
Return Version
2018v3.0
Gross Receipts
$33,739
Mission and Program Overview

Mission

Teacher assistance school impro

Program Services

DescriptionGrantsExpenses
SCHOOL IMPROVEMENTS, TEACHER APPRECIATION, TEACHER ASSISTANCE-$15,299
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
AIMEE SWAINPresident-$0--
TRACIE RHYNEARSONVice President-$0--
MARCY MAYHEWTreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fall Trash$8,988$8,988$5,171$3,817
Wizards Game$7,307$7,307$3,871$3,436
Total Events$31,261$31,261$21,714$9,547
Filing and Contact Details

Filer

Filer Name
Westwood Elementary School Pto Inc
EIN
27-1978023
Phone
3178594200
Address
899 HONEY CREEK ROAD, GREENWOOD, IN 46143

Signing Officer

Name
Marcy Mayhew
Title
Treasurer
Signed
2019-11-04
Discuss with paid preparer
Yes

Preparer

Firm
Bradley G Kristel in
Address
8005 S MERIDIAN STRE, INDIANAPOLIS, IN 46217
Preparer
Amanda Werden
Phone
3178884828
Supplemental Narrative

Additional Explanations

990 EZ Page 1 Line 16

$562 is for misc office expenses and fees

990 EZ Page 1 Line 16

$14,737 is for staff appreciation, teacher gifts,school improvements, teacher assistance, student assistance

Raw XML Appendix151 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
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IRS990EZ/BooksInCareOfDetail/PersonNm0MARCY MAYHEW
IRS990EZ/BooksInCareOfDetail/PhoneNum03178594200
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0899 HONEY CREEK ROAD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0GREENWOOD
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IN
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd046143
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt07854
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt04430
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
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IRS990EZ/InfoInScheduleOPartIInd0X
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IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt07854
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt04430
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt015299
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IRS990EZ/SpecialEventsNetIncomeLossAmt09547
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
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IRS990EZ/TotalProgramServiceExpensesAmt015299
IRS990EZ/TotalRevenueAmt012025
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt04082
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt04581
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0213984
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
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IRS990ScheduleA/SupportSumAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
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IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0WIZARDS GAME
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt08988
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt07307
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt014966
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt08988
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt014966
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IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt09547
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt012672
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt021714
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt05171
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt03871
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt04
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0$562 IS FOR MISC OFFICE EXPENSES AND FEES
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1$14,737 IS FOR STAFF APPRECIATION, TEACHER GIFTS,SCHOOL IMPROVEMENTS, TEACHER ASSISTANCE, STUDENT ASSISTANCE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0990 EZ PAGE 1 LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1990 EZ PAGE 1 LINE 16
ReturnHeader/BuildTS02020-03-31 21:24:44Z
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ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WESTWOOD ELEMENTARY SCHOOL PTO INC
ReturnHeader/Filer/BusinessNameControlTxt0WEST
ReturnHeader/Filer/EIN0271978023
ReturnHeader/Filer/PhoneNum03178594200
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ReturnHeader/PreparerPersonGrp/PhoneNum03178884828
ReturnHeader/PreparerPersonGrp/PreparationDt02019-11-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0AMANDA WERDEN
ReturnHeader/ReturnTs02019-11-05T08:48:09-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

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