Civic Intelligence

Pendleton Elementary PTO Inc

990EZ • Fiscal year 2024 • EIN 33-1175997

Jun 01, 2023 to May 31, 2024 • Filed on Sep 24, 2024

Organization ProfileN/A
327 South East StreetPendleton, IN 46064

(765) 617-0168

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

57th percentile

0.00x

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

98th percentile

96%

Higher net margin than 98% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

73rd percentile

21%

Faster asset growth than 73% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

45th percentile

-0.8%

Faster revenue growth than 45% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$20,258

Up $3,532 (+21%) from 2023

Net Assets

Up

$20,258

Up $3,532 (+21%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin98th percentile

Revenue

Down

$5,947

Down $47 (-0.8%) from 2023

Expenses

Up

$234

Up $83 (+55%) from 2023

Net Income

Down

$5,713

Down $130 (-2.2%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth73rd percentile

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

$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

2024

Assets$20,258
Liabilities$0
Net Assets$20,258
Open 2024 Filing

Operations Trend

Revenue Growth45th percentile

Revenue, expenses, and net income across loaded years, with this 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

2024

Revenue$5,947
Expenses$234
Net Income$5,713
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2023 to May 31, 2024
Signed
Sep 24, 2024
Return Version
2023v5.1
Gross Receipts
$38,938
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-$37,186
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JILLIAN GRAYPresidentPT$0--
MEGAN KAHMSVice PresidentPT$0--
RACHEL SMITH-MOULTRIESecretaryPT$0--
BRE BERTRAMTreasurerPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Book Fair$18,366$18,366$18,323$43
Extravaganza$14,870$14,870$2,402$12,468
Total Events$33,236$33,236$20,725$12,511
Filing and Contact Details

Filer

Filer Name
Pendleton Elementary Pto Inc
EIN
33-1175997
Address
327 SOUTH EAST STREET, PENDLETON, IN 46064

Signing Officer

Name
Bre Bertram
Title
Treasurer
Phone
7656231966
Signed
2024-09-24
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

Description of other revenue Part I line 8

“Description amount2023 voided check 15”

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”

Description of other expenses Part I line 16

“Description amountoffice supplies 107”

Raw XML Appendix166 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/PersonNm0LAUREN HEIDEN
IRS990EZ/BooksInCareOfDetail/PhoneNum07656170168
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0327 SOUTH EAST ST
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0PENDLETON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IN
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd046064
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt014545
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt020258
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt01737
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt05713
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0100
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt014545
IRS990EZ/Form990TotalAssetsGrp/EOYAmt020258
IRS990EZ/FundraisingGrossIncomeAmt037186
IRS990EZ/GrossReceiptsAmt038938
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt014545
IRS990EZ/NetAssetsOrFundBalancesEOYAmt020258
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt014545
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt020258
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/PersonNm0JILLIAN GRAY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MEGAN KAHMS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2RACHEL SMITH-MOULTRIE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3BRE BERTRAM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt0107
IRS990EZ/OtherRevenueTotalAmt015
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SUPPORT THE EDUCATION OF CHILDREN
IRS990EZ/PrintingPublicationsPostageAmt027
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0VARIOUS FUND RAISING EVENTS TO PROVIDE FUNDS TO ASSIST TEACHERS AND REWARD STUDENTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt037186
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt032991
IRS990EZ/SpecialEventsNetIncomeLossAmt04195
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0IN
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0234
IRS990EZ/TotalProgramServiceExpensesAmt037186
IRS990EZ/TotalRevenueAmt05947
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt01737
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt09046
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0876
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt011659
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt037186
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt043676
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt018565
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt010843
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt042848
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt0153118
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0164777
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt038923
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt052722
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt019441
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt010843
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt042848
IRS990ScheduleA/Total509Grp/TotalAmt0164777
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt038923
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt052722
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt019441
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt010843
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt042848
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0164777
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt020725
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0BOOK FAIR
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0EXTRAVAGANZA
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt018366
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt014870
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt033236
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt018366
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt014870
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt033236
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt012511
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt020725
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt018323
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt02402
IRS990ScheduleG/LicensedStatesCd0IN
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION AMOUNT2023 VOIDED CHECK 15
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACTIVITY GIFTS AND AWARDS GRANTEE TEACHERS AND STUDENTS AT PES STREET 327 S EAST ST CITY, STATE, ZIP PENDLETON, IN 46064RELATIONSHIP TEACHERS AND STUDENTS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION AMOUNTOFFICE SUPPLIES 107
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other revenue Part I line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1List of grants and similar amounts paid Part I line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Description of other expenses Part I line 16
ReturnHeader/BuildTS02024-08-08 14:25:15Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BRE BERTRAM
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07656231966
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-09-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PENDLETON ELEMENTARY PTO INC
ReturnHeader/Filer/BusinessNameControlTxt0PEND
ReturnHeader/Filer/EIN0331175997
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/ReturnTs02024-09-24T09:37:51-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-06-01
ReturnHeader/TaxPeriodEndDt02024-05-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$20,258
Liabilities
$0
Net assets
$20,258
Revenue
$5,947
Expenses
$234
Net income
$5,713
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