Civic Intelligence

Cherry Tree Elementary Parent Teacher Organization Inc.

EIN 35-1826684 • 501(c)3 • Carmel, IN

Pub. 78 Eligible

Profile

To support Cherry Tree Elementary School

13989 Hazel Dell ParkwayCarmel, IN 46033

n/A

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2025

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2025

Net Margin

15th percentile

-45%

Higher net margin than 15% of similar nonprofits.

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

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

43rd percentile

-5.9%

Faster asset growth than 43% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2025

Revenue Growth

57th percentile

3.9%

Faster revenue growth than 57% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2025

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$94,110

Down $37,731 (-29%) from 2024

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$94,110

Down $37,731 (-29%) from 2024

Operations
Liabilities / RevenueScore unavailableNet Margin15th percentile

Revenue

Down

$84,454

Down $18,864 (-18%) from 2024

Expenses

Up

$122,185

Up $27,163 (+29%) from 2024

Net Income

Down

-$37,731

Down $46,027 (-555%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth43rd percentile

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

$150K$100K$50K$0Assets 2015: $41,371Net Assets 2015: $41,3712015Assets 2016: $56,225Net Assets 2016: $56,2252016Assets 2017: $72,726Net Assets 2017: $72,7262017Assets 2018: $74,909Net Assets 2018: $74,9092018Assets 2019: $73,982Net Assets 2019: $73,9822019Assets 2020: $89,575Net Assets 2020: $89,5752020Assets 2021: $86,672Net Assets 2021: $86,6722021Assets 2022: $112,802Net Assets 2022: $112,8022022Assets 2023: $123,545Net Assets 2023: $123,5452023Assets 2024: $131,841Net Assets 2024: $131,8412024Assets 2025: $94,110Net Assets 2025: $94,1102025

Highlighted filing

2025

Assets$94,110
Liabilities-
Net Assets$94,110
Open 2025 Filing

Operations Trend

Revenue Growth57th percentile

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

$150K$100K$50K$0-$50KRevenue 2015: $53,118Expenses 2015: $60,075Net Income 2015: -$6,9572015Revenue 2016: $67,086Expenses 2016: $52,232Net Income 2016: $14,8542016Revenue 2017: $55,558Expenses 2017: $39,057Net Income 2017: $16,5012017Revenue 2018: $61,868Expenses 2018: $59,685Net Income 2018: $2,1832018Revenue 2019: $49,366Expenses 2019: $50,293Net Income 2019: -$9272019Revenue 2020: $60,454Expenses 2020: $44,861Net Income 2020: $15,5932020Revenue 2021: $30,868Expenses 2021: $34,454Net Income 2021: -$3,5862021Revenue 2022: $75,200Expenses 2022: $49,070Net Income 2022: $26,1302022Revenue 2023: $95,048Expenses 2023: $84,305Net Income 2023: $10,7432023Revenue 2024: $103,318Expenses 2024: $95,022Net Income 2024: $8,2962024Revenue 2025: $84,454Expenses 2025: $122,185Net Income 2025: -$37,7312025

Highlighted filing

2025

Revenue$84,454
Expenses$122,185
Net Income-$37,731
Open 2025 Filing

Filings

Most recent year

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

Open filing
Assets
$94,110
Liabilities
-
Net assets
$94,110
Revenue
$84,454
Expenses
$122,185
Net income
-$37,731
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.94$0.94$0.84$1.22$0.38
2024Detailed filing. Detailed filing data is available for this year.$1.32$1.32$1.03$0.95$0.08
2023Detailed filing. Detailed filing data is available for this year.$1.24$1.24$0.95$0.84$0.11
2022Detailed filing. Detailed filing data is available for this year.$1.13$1.13$0.75$0.49$0.26
2021Detailed filing. Detailed filing data is available for this year.$0.87$0.87$0.31$0.34$0.04
2020Detailed filing. Detailed filing data is available for this year.$0.90$0.90$0.60$0.45$0.16
2019Detailed filing. Detailed filing data is available for this year.$0.74$0.74$0.49$0.50$0.01
2018Detailed filing. Detailed filing data is available for this year.$0.75$0.75$0.62$0.60$0.02
2017Detailed filing. Detailed filing data is available for this year.$0.73$0.73$0.56$0.39$0.17
2016Detailed filing. Detailed filing data is available for this year.$0.56$0.56$0.67$0.52$0.15
2015Detailed filing. Detailed filing data is available for this year.$0.41$0.41$0.53$0.60$0.07
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Oct 23, 2025
Return Version
2024v5.2
Gross Receipts
$108,875
Mission and Program Overview

Mission

To support Cherry Tree Elementary School

Program Services

DescriptionGrantsExpenses
Support with cultural enrichments, projects and student services for classrooms and student body-$79,564
Support with camps and awards/appreciation for classrooms and student body-$79,013
Support with classroom supplies, curriculum enhancements, teacher needs and learning enhancements for classroom and student body-$4,246
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jessica CraigPresidentPT$0--
Lindsay CarterVice PresidentPT$0--
Leslie AustinTreasurerPT$0--
Stephanie FlittnerTreasurerPT$0--
Megan GettelfingerSecretaryPT$0--
Melissa KennedySecretaryPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Boosterthon$71,712$71,712$18,748$52,964
Adult Social Night$6,601$6,601$5,649$952
Total Events$84,888$84,888$24,421$60,467
Filing and Contact Details

Filer

Filer Name
Cherry Tree Elementary PTO
EIN
35-1826684
Phone
3178463086
Address
13989 Hazel Dell Parkway, Carmel, IN 46033

Signing Officer

Name
Lesley Austin
Title
Treasurer
Signed
2025-10-23
Discuss with paid preparer
Yes

Preparer

Firm
CPAWerkscom LLC
Address
18048 Sanibel Circle, Westfield, IN 46062
Preparer
Timothy C Musholt
Phone
3174649846
Supplemental Narrative

Additional Explanations

Other Expenses.1

“Faculty / Staff Support $56178”

Other Expenses.2

“Expenses $18138”

Other Expenses.3

“Student Support $13627”

Other Expenses.4

“Curriculum Improvement $9207”

Other Expenses.5

“PTO Operations $5832”

Other Expenses.6

“Appreciation $5101”

Other Expenses.7

“Hospitality $4748”

Other Expenses.8

“All School Events $4624”

Other Expenses.9

“School Programs $4133”

Other Expenses.10

“Wellness $113”

Raw XML Appendix190 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/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Secretary
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
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