Civic Intelligence

Pleasant Grove Elementary Parent- Teacher Organization

990EZ • Fiscal year 2024 • EIN 35-1780111

Jul 01, 2023 to Jun 30, 2024 • Filed on May 13, 2025

5199 W Fairview RoadGreenwood, IN 46142

(516) 526-2145

Siviq Scores

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

Liabilities / Assets

67th percentile

0.02x

Higher debt load relative to assets than 67% of similar nonprofits.

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

Liabilities / Revenue

69th percentile

0.02x

Higher debt load relative to revenue than 69% of similar nonprofits.

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

Net Margin

77th percentile

23%

Higher net margin than 77% 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

79th percentile

32%

Faster asset growth than 79% of similar nonprofits.

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

Revenue Growth

68th percentile

20%

Faster revenue growth than 68% of similar nonprofits.

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

Assets

Up

$86,555

Up $21,147 (+32%) from 2023

Net Assets

Up

$85,175

Up $20,846 (+32%) from 2023

Liabilities

Up

$1,380

Up $301 (+28%) from 2023

Revenue

Up

$91,213

Up $15,207 (+20%) from 2023

Expenses

Up

$70,367

Up $9,910 (+16%) from 2023

Net Income

Up

$20,846

Up $5,297 (+34%) from 2023

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

2024

Assets$86,555
Liabilities$1,380
Net Assets$85,175

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

2024

Revenue$91,213
Expenses$70,367
Net Income$20,846
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 13, 2025
Return Version
2023v6.0
Gross Receipts
$124,673
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.

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 675) OF PLEASANT GROVE ELEMENTARY SCHOOL RECEIVED CLASSROOM SUPPLIES AND WERE THE BENEFICIARIES OF VARIOUS SCHOOL ACTIVITIES.-$66,983
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
RAYTA NELSONPresident-$0--
SHAWNIE BARNETTVice Preside-$0--
LYDIA LIGUORITreasurer-$0--
CHELSEA PRINCECo-Treasurer-$0--
TRISHA BROWNSecretary-$0--
BUDDY TODDMember At La-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fun Run$77,464$77,464$20,988$56,476
Holiday Shoppe$13,103$13,103$12,472$631
Total Events$95,891$95,891$33,460$62,431
Filing and Contact Details

Filer

Filer Name
Pleasant Grove Elementary Pto
EIN
35-1780111
Address
5199 W FAIRVIEW ROAD, GREENWOOD, IN 46142

Signing Officer

Name
Lydia Liguori
Title
Treasurer
Signed
2025-05-13

Preparer

Firm
Compass Pointe Cpas Llp
Address
609 TREYBOURNE DR STE A, GREENWOOD, IN 46142
Preparer
Angela L Coy CPA
Phone
3178816670
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

Expenses bank fees 100 software 1,015 pto supplies 184 miscellaneous 459 book fair 15,531 spirit wear 1,528 dances 2,300 literacy night 464 dad's club 3,094 grade level expenses 3,697 teacher supplies 8,593 teacher grants 9,404 other 22,188 total 68,557

Form 990-ez, Part II, Line 26

Art to remember 1,079 1,380

Form 990-ez, Part III

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.

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ART TO REMEMBER 1,079 1,380
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE 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.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III
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ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-13
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ReturnHeader/ReturnTs02025-05-13T10:33:05-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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