Civic Intelligence

Pendleton Elementary PTO Inc

EIN 33-1175997 • 501(c)3 • Pendleton, IN

Pub. 78 Eligible

Profile

Support the education of children

327 South East StreetPendleton, IN 46064

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

60th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

62nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2025

Net Margin

14th percentile

-49%

Higher net margin than 14% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2025

Asset Growth

32nd percentile

-20%

Faster asset growth than 32% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

81st percentile

38%

Faster revenue growth than 81% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets60th percentile

Assets

Down

$16,259

Down $3,999 (-20%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Down

$16,259

Down $3,999 (-20%) from 2024

Operations
Liabilities / Revenue62nd percentileNet Margin14th percentile

Revenue

Up

$8,203

Up $2,256 (+38%) from 2024

Expenses

Up

$12,202

Up $11,968 (+5115%) from 2024

Net Income

Down

-$3,999

Down $9,712 (-170%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth32nd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$40K$30K$20K$10K$0Assets 2014: $7,439Net Assets 2014: $7,4392014Assets 2015: $21,042Liabilities 2015: $0Net Assets 2015: $21,0422015Assets 2016: $35,188Liabilities 2016: $0Net Assets 2016: $35,1882016Assets 2017: $39,537Liabilities 2017: $0Net Assets 2017: $39,5372017Assets 2018: $36,833Liabilities 2018: $0Net Assets 2018: $36,8332018Assets 2019: $31,674Liabilities 2019: $0Net Assets 2019: $31,6742019Assets 2020: $24,668Liabilities 2020: $0Net Assets 2020: $24,6682020Assets 2021: $19,893Liabilities 2021: $0Net Assets 2021: $19,8932021Assets 2022: $10,883Liabilities 2022: $0Net Assets 2022: $10,8832022Assets 2023: $16,726Liabilities 2023: $0Net Assets 2023: $16,7262023Assets 2024: $20,258Liabilities 2024: $0Net Assets 2024: $20,2582024Assets 2025: $16,259Liabilities 2025: $0Net Assets 2025: $16,2592025

Highlighted filing

2025

Assets$16,259
Liabilities$0
Net Assets$16,259
Open 2025 Filing

Operations Trend

Revenue Growth81st percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$30K$20K$10K$0-$10KRevenue 2014: $12,318Expenses 2014: $18,532Net Income 2014: -$6,2142014Revenue 2015: $23,995Expenses 2015: $10,392Net Income 2015: $13,6032015Revenue 2016: $29,295Expenses 2016: $19,674Net Income 2016: $9,6212016Revenue 2017: $24,327Expenses 2017: $19,978Net Income 2017: $4,3492017Revenue 2018: $25,296Expenses 2018: $28,000Net Income 2018: -$2,7042018Revenue 2019: $1,136Expenses 2019: $6,295Net Income 2019: -$5,1592019Revenue 2020: $1,844Expenses 2020: $8,850Net Income 2020: -$7,0062020Revenue 2021: -$2,605Expenses 2021: $2,170Net Income 2021: -$4,7752021Revenue 2022: -$7,791Expenses 2022: $1,219Net Income 2022: -$9,0102022Revenue 2023: $5,994Expenses 2023: $151Net Income 2023: $5,8432023Revenue 2024: $5,947Expenses 2024: $234Net Income 2024: $5,7132024Revenue 2025: $8,203Expenses 2025: $12,202Net Income 2025: -$3,9992025

Highlighted filing

2025

Revenue$8,203
Expenses$12,202
Net Income-$3,999
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$16,259
Liabilities
$0
Net assets
$16,259
Revenue
$8,203
Expenses
$12,202
Net income
-$3,999
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$16.3$0.00$16.3$8.20$12.2$4.00
2024Detailed filing. Detailed filing data is available for this year.$20.3$0.00$20.3$5.95$0.23$5.71
2023Detailed filing. Detailed filing data is available for this year.$16.7$0.00$16.7$5.99$0.15$5.84
2022Detailed filing. Detailed filing data is available for this year.$10.9$0.00$10.9$7.79$1.22$9.01
2021Detailed filing. Detailed filing data is available for this year.$19.9$0.00$19.9$2.61$2.17$4.78
2020Detailed filing. Detailed filing data is available for this year.$24.7$0.00$24.7$1.84$8.85$7.01
2019Detailed filing. Detailed filing data is available for this year.$31.7$0.00$31.7$1.14$6.30$5.16
2018Detailed filing. Detailed filing data is available for this year.$36.8$0.00$36.8$25.3$28.0$2.70
2017Detailed filing. Detailed filing data is available for this year.$39.5$0.00$39.5$24.3$20.0$4.35
2016Detailed filing. Detailed filing data is available for this year.$35.2$0.00$35.2$29.3$19.7$9.62
2015Detailed filing. Detailed filing data is available for this year.$21.0$0.00$21.0$24.0$10.4$13.6
2014Detailed filing. Detailed filing data is available for this year.$7.44$7.44$12.3$18.5$6.21
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jun 1, 2024 to May 31, 2025
Signed
Sep 29, 2025
Return Version
2024v5.2
Gross Receipts
$31,319
Mission and Program Overview

Mission

Support the education of children

Program Services

DescriptionGrantsExpenses
VARIOUS FUND RAISING EVENTS TO PROVIDE FUNDS TO ASSIST TEACHERS AND REWARD STUDENTS-$38,353
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ALICIA ESCUESecretaryPT$0--
MEGAN KAHMSPresidentPT$0--
RACHEL SMITH-MOULTRIEVice PresidentPT$0--
BRE BERTRAMTreasurerPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Book Fair----
Extravaganza----
Filing and Contact Details

Filer

Filer Name
Pendleton Elementary Pto Inc
EIN
33-1175997
In Care Of
% BRE BERTRAM
Phone
7656170168
Address
327 SOUTH EAST STREET, PENDLETON, IN 46064

Signing Officer

Name
Bre Bertram
Title
Treasurer
Phone
7656231966
Signed
2025-09-29
Discuss with paid preparer
Yes

Preparer

Firm
Integrity of Madison County LLC
Address
100 E High St, Pendleton, IN 46064
Preparer
Yvonne Chastain
Phone
7652212020
Supplemental Narrative

Additional Explanations

List of grants and similar amounts paid Part I line 10

“Activity GIFTS AND AWARDS Grantee TEACHERS AND STUDENTS AT PES Street 327 S EAST ST City, State, Zip PENDLETON, IN 46064Relationship TEACHERS AND STUDENTS Amount 12,063”

Description of other expenses Part I line 16

“Description AmountBANK FEES 39”

Raw XML Appendix159 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/PersonNm0BRE BERTRAM
IRS990EZ/BooksInCareOfDetail/PhoneNum07656231966
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0128 WATERFORD COURT
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0PENDLETON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IN
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd046064
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt020258
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt016259
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt01631
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-3999
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0100
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt020258
IRS990EZ/Form990TotalAssetsGrp/EOYAmt016259
IRS990EZ/FundraisingGrossIncomeAmt029688
IRS990EZ/GrantsAndSimilarAmountsPaidAmt012063
IRS990EZ/GrossReceiptsAmt031319
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt020258
IRS990EZ/NetAssetsOrFundBalancesEOYAmt016259
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt020258
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt016259
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt08.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt18.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt28.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt38.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ALICIA ESCUE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MEGAN KAHMS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2RACHEL SMITH-MOULTRIE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3BRE BERTRAM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt039
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SUPPORT THE EDUCATION OF CHILDREN
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0VARIOUS FUND RAISING EVENTS TO PROVIDE FUNDS TO ASSIST TEACHERS AND REWARD STUDENTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt038353
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt023116
IRS990EZ/SpecialEventsNetIncomeLossAmt06572
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0IN
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt012202
IRS990EZ/TotalProgramServiceExpensesAmt038353
IRS990EZ/TotalRevenueAmt08203
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt01631
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt01737
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt09046
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0876
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt013290
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt029688
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt037186
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt043676
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt018565
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt010843
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt0139958
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0153248
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt031319
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt038923
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt052722
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt019441
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt010843
IRS990ScheduleA/Total509Grp/TotalAmt0153248
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt031319
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt038923
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt052722
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt019441
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt010843
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0153248
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0BOOK FAIR
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0EXTRAVAGANZA
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Activity GIFTS AND AWARDS Grantee TEACHERS AND STUDENTS AT PES Street 327 S EAST ST City, State, Zip PENDLETON, IN 46064Relationship TEACHERS AND STUDENTS Amount 12,063
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description AmountBANK FEES 39
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0List of grants and similar amounts paid Part I line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BRE BERTRAM
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07656231966
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-09-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PENDLETON ELEMENTARY PTO INC
ReturnHeader/Filer/BusinessNameControlTxt0PEND
ReturnHeader/Filer/EIN0331175997
ReturnHeader/Filer/InCareOfNm0% BRE BERTRAM
ReturnHeader/Filer/PhoneNum07656170168
ReturnHeader/Filer/USAddress/AddressLine1Txt0327 SOUTH EAST STREET
ReturnHeader/Filer/USAddress/CityNm0PENDLETON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IN
ReturnHeader/Filer/USAddress/ZIPCd046064
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0460562195
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Integrity of Madison County LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0100 E High St
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Pendleton
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd046064
ReturnHeader/PreparerPersonGrp/PhoneNum07652212020
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0YVONNE CHASTAIN
ReturnHeader/ReturnTs02025-09-30T12:48:32-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-06-01
ReturnHeader/TaxPeriodEndDt02025-05-31
ReturnHeader/TaxYr02024

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