Civic Intelligence

Pleasant Grove Elementary Parent- Teacher Organization

990EZ • Fiscal year 2021 • EIN 35-1780111

Jul 01, 2020 to Jun 30, 2021 • Filed on Sep 04, 2021

5199 W Fairview RoadGreenwood, IN 46142

(317) 887-8525

Siviq Scores

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

Liabilities / Assets

70th percentile

0.03x

Higher debt load relative to assets than 70% of similar nonprofits.

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

Liabilities / Revenue

71st percentile

0.03x

Higher debt load relative to revenue than 71% of similar nonprofits.

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

Net Margin

75th percentile

31%

Higher net margin than 75% 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

80th percentile

49%

Faster asset growth than 80% of similar nonprofits.

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

Revenue Growth

47th percentile

1.0%

Faster revenue growth than 47% of similar nonprofits.

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

Assets

Up

$45,472

Up $14,964 (+49%) from 2020

Net Assets

Up

$44,026

Up $13,518 (+44%) from 2020

Liabilities

Up

$1,446

Up $1,446 from 2020

Revenue

Up

$47,852

Up $488 (+1.0%) from 2020

Expenses

Down

$33,073

Down $14,462 (-30%) from 2020

Net Income

Up

$14,779

Up $14,950 (+8743%) from 2020

Historical Trend

Balance Sheet Trend

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

$100K$50K$0Assets 2020: $30,508Liabilities 2020: $0Net Assets 2020: $30,5082020Assets 2021: $45,472Liabilities 2021: $1,446Net Assets 2021: $44,0262021Assets 2022: $50,460Liabilities 2022: $2,211Net Assets 2022: $48,2492022Assets 2023: $65,408Liabilities 2023: $1,079Net Assets 2023: $64,3292023Assets 2024: $86,555Liabilities 2024: $1,380Net Assets 2024: $85,1752024Assets 2025: $50,584Net Assets 2025: $50,5842025

Highlighted filing

2021

Assets$45,472
Liabilities$1,446
Net Assets$44,026

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2020: $47,364Expenses 2020: $47,535Net Income 2020: -$1712020Revenue 2021: $47,852Expenses 2021: $33,073Net Income 2021: $14,7792021Revenue 2022: $78,561Expenses 2022: $73,994Net Income 2022: $4,5672022Revenue 2023: $76,006Expenses 2023: $60,457Net Income 2023: $15,5492023Revenue 2024: $91,213Expenses 2024: $70,367Net Income 2024: $20,8462024Revenue 2025: $80,418Expenses 2025: $115,009Net Income 2025: -$34,5912025

Highlighted filing

2021

Revenue$47,852
Expenses$33,073
Net Income$14,779
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Sep 4, 2021
Return Version
2020v4.0
Gross Receipts
$71,932
Mission and Program Overview

Mission

The primary purpose of the organization is to create closer cooperation, understanding, and communication between the student's home and pleasant grove elementary school. The pto organizes and conducts school activities which include the following: book fair, fun run, family fun nights, holiday shoppe, dances and teacher appreciation events. In addition, the pto purchases classroom and teacher materials requested by the principal; with the approval of the board. A minimum of two general meetings are held annually. The executive committee (which includes the officers, the chair people of the standing committees and the principal) meet monthly to plan, and administer, the organization's necessary business.

Program Services

DescriptionGrantsExpenses
STUDENTS (APPROXIMATELY 666) OF PLEASANT GROVE ELEMENTARY SCHOOL RECEIVED CLASSROOM SUPPLIES AND WERE THE BENEFICIARIES OF VARIOUS SCHOOL ACTIVITIES.$0$29,175
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ERIN WOGOMANPresident-$0--
ANGELA VERMILIONVice President-$0--
ANGELA PODESTASecretary-$0--
SHAYNA BONNEYTreasurerPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fun Run$54,483$54,483$22,973$31,510
Total Events$54,483$54,483$22,973$31,510
Filing and Contact Details

Filer

Filer Name
Pleasant Grove Elementary Parent- Teacher Organization
EIN
35-1780111
Phone
3178878525
Address
5199 W FAIRVIEW ROAD, GREENWOOD, IN 46142

Signing Officer

Name
Shayna Bonney
Title
Treasurer
Phone
8122191850
Signed
2021-09-04
Discuss with paid preparer
Yes

Preparer

Firm
Melissa M Winslow CPA
Address
1287 Black Oak Drive, Greenwood, IN 46143
Preparer
Melissa Winslow
Phone
3173450825
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 16

Description;Amount^PROGRAM EXPENSES as follows;0|YEARBOOK;5701|PARENT STUDENT DANCE;3920|SPIRIT SALES;122|SCHOOL ACTIVITIES;2760|TEACHER SUPPLIES;6220|CLASSROOOM SUPPLIES;2738|HOSPITALITY;6340|OTHER;2371|ADMINISTRATIVE EXPENSES as follows;0|BANK FEES;212|PTO SUPPLIES;248|SOFTWARE;755|MISCELLEANEOUS;369^Total;31756^

Form 990-EZ, Part I, Line 20

Description;Amount^ESTABLISH BALANCE LINE ITEM FOR ART TO REMEMBER PROJECTS;-1261^Total;-1261^

Form 990-EZ, Part II, Line 26

Description;EOY Amount^ART TO REMEMBER PROJECTS;1446^Total;1446^

Raw XML Appendix205 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/BooksInCareOfDetail/USAddress/CityNm0GREENWOOD
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3SHAYNA BONNEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
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IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt0-1261
IRS990EZ/OtherExpensesTotalAmt031756
IRS990EZ/OtherRevenueTotalAmt00
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0THE PRIMARY PURPOSE OF THE ORGANIZATION IS TO CREATE CLOSER COOPERATION, UNDERSTANDING, AND COMMUNICATION BETWEEN THE STUDENT'S HOME AND PLEASANT GROVE ELEMENTARY SCHOOL. THE PTO ORGANIZES AND CONDUCTS SCHOOL ACTIVITIES WHICH INCLUDE THE FOLLOWING: BOOK FAIR, FUN RUN, FAMILY FUN NIGHTS, HOLIDAY SHOPPE, DANCES AND TEACHER APPRECIATION EVENTS. IN ADDITION, THE PTO PURCHASES CLASSROOM AND TEACHER MATERIALS REQUESTED BY THE PRINCIPAL; WITH THE APPROVAL OF THE BOARD. A MINIMUM OF TWO GENERAL MEETINGS ARE HELD ANNUALLY. THE EXECUTIVE COMMITTEE (WHICH INCLUDES THE OFFICERS, THE CHAIR PEOPLE OF THE STANDING COMMITTEES AND THE PRINCIPAL) MEET MONTHLY TO PLAN, AND ADMINISTER, THE ORGANIZATION'S NECESSARY BUSINESS.
IRS990EZ/PrintingPublicationsPostageAmt0667
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0STUDENTS (APPROXIMATELY 666) OF PLEASANT GROVE ELEMENTARY SCHOOL RECEIVED CLASSROOM SUPPLIES AND WERE THE BENEFICIARIES OF VARIOUS SCHOOL ACTIVITIES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt029175
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SalariesOtherCompEmplBnftAmt00
IRS990EZ/SaleOfAssetsGrossAmt00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SpecialEventsDirectExpensesAmt024080
IRS990EZ/SpecialEventsNetIncomeLossAmt030767
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0IN
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt01446
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
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IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE SUPPORTED ORGANIZATION (PLEASANT GROVE ELEMENTARY SCHOOL) IS A SCHOOL.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1THE PRINCIPAL OF PLEASANT GROVE ELEMENTARY SCHOOL (THE SUPPORTED ORGANIZATION) OVERSEES THE OPERATION OF THE SCHOOL. THE PRINCIPAL ALSO ATTENDS THE MONTHLY EXECUTIVE BOARD MEETINGS OF THE PLEASANT GROVE ELEMENTARY SCHOOL PTO (THE SUPPORTING ORGANIZATION) TO COMMUNICATE THE NEEDS OF THE SCHOOL TO THE PTO.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Schedule A, Part IV, Section A, Line 2
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1Schedule A, Part IV, Section C, Line 1
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IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
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IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt00
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description;Amount^PROGRAM EXPENSES as follows;0|YEARBOOK;5701|PARENT STUDENT DANCE;3920|SPIRIT SALES;122|SCHOOL ACTIVITIES;2760|TEACHER SUPPLIES;6220|CLASSROOOM SUPPLIES;2738|HOSPITALITY;6340|OTHER;2371|ADMINISTRATIVE EXPENSES as follows;0|BANK FEES;212|PTO SUPPLIES;248|SOFTWARE;755|MISCELLEANEOUS;369^Total;31756^
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description;Amount^ESTABLISH BALANCE LINE ITEM FOR ART TO REMEMBER PROJECTS;-1261^Total;-1261^
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Description;EOY Amount^ART TO REMEMBER PROJECTS;1446^Total;1446^
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part II, Line 26
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL2
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/LastSubmissionRqrOOBCd01
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd011
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd01
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0SHAYNA BONNEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08122191850
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-09-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PLEASANT GROVE ELEMENTARY PARENT- TEACHER ORGANIZATION
ReturnHeader/Filer/BusinessNameControlTxt0PLEA
ReturnHeader/Filer/EIN0351780111
ReturnHeader/Filer/PhoneNum03178878525
ReturnHeader/Filer/USAddress/AddressLine1Txt05199 W FAIRVIEW ROAD
ReturnHeader/Filer/USAddress/CityNm0GREENWOOD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IN
ReturnHeader/Filer/USAddress/ZIPCd046142
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Melissa M Winslow CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01287 Black Oak Drive
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Greenwood
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd046143
ReturnHeader/PreparerPersonGrp/PhoneNum03173450825
ReturnHeader/PreparerPersonGrp/PreparationDt02021-09-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Melissa Winslow
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02021-11-01T12:55:17-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

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