Civic Intelligence

Cherry Tree Elementary Parent Teacher Organization Inc.

990EZ • Fiscal year 2015 • EIN 35-1826684

Jul 01, 2014 to Jun 30, 2015 • Filed on Oct 16, 2015

13989 Hazel Dell ParkwayCarmel, IN 46033

(317) 846-3086

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2015

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2015

Net Margin

20th percentile

-13%

Higher net margin than 20% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2015

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2015

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2015

Assets

$41,371

No earlier filing loaded for comparison.

Net Assets

$41,371

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue

$53,118

No earlier filing loaded for comparison.

Expenses

$60,075

No earlier filing loaded for comparison.

Net Income

-$6,957

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$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

2015

Assets$41,371
Liabilities-
Net Assets$41,371

Operations Trend

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

2015

Revenue$53,118
Expenses$60,075
Net Income-$6,957
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Oct 16, 2015
Return Version
2014v5.0
Gross Receipts
$66,764
Mission and Program Overview

Mission

To support Cherry Tree Elementary School

Program Services

DescriptionGrantsExpenses
support with classroom supplies, curriculum enhancements, teacher needs and learning enhancements for classrooms and student body-$26,071
SUPPORT WITH CULTURAL ENRICHMENTS, PROJECTS AND STUDENT SERVICES FOR CLASSROOMS AND STUDENT BODY-$12,193
SUPPORT WITH 5TH GRADE RECOGNITION, JA BIZTOWN, AND AWARDS/APPRECIATION FOR CLASSROOMS AND STUDENT BODY-$6,495
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARGARET STROTHKAMPPresidentPT$0--
LAURIE LASBURYVice PresidentPT$0--
CHRISTINE LOWERYTreasurerPT$0--
SARAH GALANTEAsst. TreasurerPT$0--
RACHEL PETTEEWays & Means VPPT$0--
ANGELA SCHOONOVERRecording SecretaryPT$0--
JULIE BUCZKOWSKICommunications SecretaryPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Cherry Blossom$31,879$31,879$8,355$23,524
Pay It Forward$16,031$16,031$95$15,936
Total Events$47,910$47,910$8,450$39,460
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
Christine M Lowery
Title
Treasurer
Phone
3178463086
Signed
2015-10-16

Preparer

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

Additional Explanations

Form 990EZ, Part I, Line 8

Elf workshop 1820. Lego club 570. Misc. 315. Picture money 4157. Teachers treasures 403.

Form 990EZ, Part I, Line 16

All school events 4392. Artist in rewsidence 2953. Biztown - 5th grade 2720. Classroom supplies support 5238. Elf workshop 1570. 5th grade t-shirts 1157. Hospitality & appreciation 2619. Kids collab. Art 3270. Learning enhancements 7697. Outdoor recreation 1904. Pto operating 3031. School project fund 2944. Technology enhancements 1438. Technology support fund 8000. Wish list 4944. Various 5948.

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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/TitleTxt1Vice President
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Ways & Means VP
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ELF WORKSHOP 1820. LEGO CLUB 570. MISC. 315. PICTURE MONEY 4157. TEACHERS TREASURES 403.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ALL SCHOOL EVENTS 4392. ARTIST IN REWSIDENCE 2953. BIZTOWN - 5TH GRADE 2720. CLASSROOM SUPPLIES SUPPORT 5238. ELF WORKSHOP 1570. 5TH GRADE T-SHIRTS 1157. HOSPITALITY & APPRECIATION 2619. KIDS COLLAB. ART 3270. LEARNING ENHANCEMENTS 7697. OUTDOOR RECREATION 1904. PTO OPERATING 3031. SCHOOL PROJECT FUND 2944. TECHNOLOGY ENHANCEMENTS 1438. TECHNOLOGY SUPPORT FUND 8000. WISH LIST 4944. VARIOUS 5948.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/PersonNm0CHRISTINE M LOWERY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum03178463086
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-10-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Cherry Tree Elementary PTO
ReturnHeader/Filer/BusinessNameControlTxt0CHER
ReturnHeader/Filer/EIN0351826684
ReturnHeader/Filer/PhoneNum03178463086
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ReturnHeader/Filer/USAddress/CityNm0Carmel
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IN
ReturnHeader/Filer/USAddress/ZIPCd046033
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt018048 Sanibel Circle
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Westfield
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IN
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ReturnHeader/PreparerPersonGrp/PhoneNum03174649846
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ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TIMOTHY C MUSHOLT
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02015-10-26T14:16:43-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

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Filings