Civic Intelligence

Westwood Elementary School PTO Inc.

990EZ • Fiscal year 2021 • EIN 27-1978023

Jul 01, 2020 to Jun 30, 2021 • Filed on Nov 01, 2021

Organization Profile
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 2021

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2021

Net Margin

13th percentile

-38%

Higher net margin than 13% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

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.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

19th percentile

-20%

Faster asset growth than 19% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

15th percentile

-56%

Faster revenue growth than 15% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$12,852

Down $3,141 (-20%) from 2020

Net Assets

Down

$12,852

Down $3,141 (-20%) from 2020

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin13th percentile

Revenue

Down

$8,177

Down $10,304 (-56%) from 2020

Expenses

Up

$11,318

Up $4,400 (+64%) from 2020

Net Income

Down

-$3,141

Down $14,704 (-127%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth19th percentile

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

2021

Assets$12,852
Liabilities-
Net Assets$12,852
Open 2021 Filing

Operations Trend

Revenue Growth15th percentile

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

2021

Revenue$8,177
Expenses$11,318
Net Income-$3,141
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Nov 1, 2021
Return Version
2020v4.0
Gross Receipts
$19,822
Mission and Program Overview

Mission

Teacher assistance school impro

Program Services

DescriptionGrantsExpenses
SCHOOL IMPROVEMENTS, TEACHER APPRECIATION, TEACHER ASSISTANCE-$11,143
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

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

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fall Trash$9,873$9,873$5,569$4,304
Spring Bingo$1,575$1,575$752$823
Total Events$19,176$19,176$11,645$7,531
Filing and Contact Details

Filer

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

Signing Officer

Name
Jill Griffith
Title
Treasurer
Signed
2021-11-01
Discuss with paid preparer
Yes

Preparer

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

Additional Explanations

990 EZ Page 1 Line 16

“$873 IS FOR MISC OFFICE EXPENSES, fees, insurance”

990 EZ Page 1 Line 16

“$10270 is for staff appreciation, teacher gifts, school improvements, teacher assistance, student assistance”

Raw XML Appendix152 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/BOYAmt015993
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt012852
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-3141
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0175
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/Form990TotalAssetsGrp/BOYAmt015993
IRS990EZ/Form990TotalAssetsGrp/EOYAmt012852
IRS990EZ/FundraisingGrossIncomeAmt019176
IRS990EZ/GrossReceiptsAmt019822
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0646
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt015993
IRS990EZ/NetAssetsOrFundBalancesEOYAmt012852
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt015993
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt012852
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0AIMEE SWAIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1TRACIE RHYNEARSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JILL GRIFFITH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt011143
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TEACHER ASSISTANCE SCHOOL IMPRO
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SCHOOL IMPROVEMENTS, TEACHER APPRECIATION, TEACHER ASSISTANCE
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt011143
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt011645
IRS990EZ/SpecialEventsNetIncomeLossAmt07531
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt011318
IRS990EZ/TotalProgramServiceExpensesAmt011143
IRS990EZ/TotalRevenueAmt08177
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0646
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt03607
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt02478
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt03429
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt04082
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt014242
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt019176
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt033635
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt031261
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt036060
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt036739
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0156871
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0171113
IRS990ScheduleA/SupportSumAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt019822
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt037242
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt033739
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt039489
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt040821
IRS990ScheduleA/Total509Grp/TotalAmt0171113
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt019822
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt037242
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt033739
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt039489
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt040821
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0171113
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt011645
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0FALL TRASH
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0SPRING BINGO
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt09873
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt01575
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt07728
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt019176
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt09873
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt01575
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt07728
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt019176
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt07531
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt05324
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt011645
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt05569
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt0752
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt04
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0$873 IS FOR MISC OFFICE EXPENSES, fees, insurance
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1$10270 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/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JILL GRIFFITH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WESTWOOD ELEMENTARY SCHOOL PTO INC
ReturnHeader/Filer/BusinessNameControlTxt0WEST
ReturnHeader/Filer/EIN0271978023
ReturnHeader/Filer/USAddress/AddressLine1Txt0899 HONEY CREEK ROAD
ReturnHeader/Filer/USAddress/CityNm0GREENWOOD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IN
ReturnHeader/Filer/USAddress/ZIPCd046143
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0351363102
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BRADLEY G KRISTEL INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt08005 S MERIDIAN ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0INDIANAPOLIS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd046217
ReturnHeader/PreparerPersonGrp/PhoneNum03178884828
ReturnHeader/PreparerPersonGrp/PreparationDt02021-11-01
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0AMANDA WERDEN
ReturnHeader/ReturnTs02021-11-02T09:23:03-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JILL
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0GRIFFITH
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$12,852
Liabilities
-
Net assets
$12,852
Revenue
$8,177
Expenses
$11,318
Net income
-$3,141
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$32.1$32.1$13.7$16.0$2.29
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$34.4$34.4$22.3$17.2$5.18
2023Detailed filing. Detailed filing data is available for this year.$29.2$29.2$18.0$17.0$1.01
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$28.2$28.2$27.2$11.9$15.3
2021Detailed filing. Detailed filing data is available for this year.$12.9$12.9$8.18$11.3$3.14
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$16.0$16.0$18.5$6.92$11.6
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.43$4.43$12.0$15.4$3.42