Civic Intelligence

Cherry Tree Elementary Parent Teacher Organization Inc.

990EZ • Fiscal year 2017 • EIN 35-1826684

Jul 01, 2016 to Jun 30, 2017 • Filed on Aug 29, 2017

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 2017

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2017

Net Margin

84th percentile

30%

Higher net margin than 84% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2017

Asset Growth

78th percentile

29%

Faster asset growth than 78% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

26th percentile

-17%

Faster revenue growth than 26% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Up

$72,726

Up $16,501 (+29%) from 2016

Net Assets

Up

$72,726

Up $16,501 (+29%) from 2016

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$55,558

Down $11,528 (-17%) from 2016

Expenses

Down

$39,057

Down $13,175 (-25%) from 2016

Net Income

Up

$16,501

Up $1,647 (+11%) from 2016

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

2017

Assets$72,726
Liabilities-
Net Assets$72,726

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

2017

Revenue$55,558
Expenses$39,057
Net Income$16,501
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Aug 29, 2017
Return Version
2016v3.0
Gross Receipts
$75,121
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-$13,278
SUPPORT WITH 5TH GRADE RECOGNITION, JA BIZTOWN, AND AWARDS/APPRECIATION FOR CLASSROOMS AND STUDENT BODY-$6,704
SUPPORT WITH CULTURAL ENRICHMENTS, PROJECTS AND STUDENT SERVICES FOR CLASSROOMS AND STUDENT BODY-$4,897
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
LAURIE LASBURYPresidentPT$0--
RACHEL PETTEEPresidentPT$0--
LEAH ECKSTEINVice PresidentPT$0--
SARAH GALANTETreasurerPT$0--
KRISTEN MOREAAsst. TreasurerPT$0--
THETCHEN PRICEWays & Means VPPT$0--
MONICA NEWHOUSE-RODRIGUEZWays & Means VPPT$0--
JULIE BUCZKOWSKIRecording SecretaryPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Cherry Blossom$38,905$38,905$6,898$32,007
Pay It Forward$13,759$13,759$103$13,656
Total Events$61,079$61,079$12,752$48,327
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
Kristen Morea
Title
Treasurer
Phone
3178463086
Signed
2017-08-29
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

Form 990EZ, Part I, Line 8

Elf Workshop 1756.

Form 990EZ, Part I, Line 8

Lego Club 626.

Form 990EZ, Part I, Line 8

Patriot Math Club 1115.

Form 990EZ, Part I, Line 8

Picture Money 3118.

Form 990EZ, Part I, Line 16

Artist In Residence 2988.

Form 990EZ, Part I, Line 16

BizTown - 5th Grade 1915.

Form 990EZ, Part I, Line 16

Broadcast Camp 640.

Form 990EZ, Part I, Line 16

Bookfair 52.

Form 990EZ, Part I, Line 16

C4 Conference 500.

Form 990EZ, Part I, Line 16

Classroom Supplies Support 4944.

Form 990EZ, Part I, Line 16

CTE POPS 311.

Form 990EZ, Part I, Line 16

Elf Workshop 1732.

Form 990EZ, Part I, Line 16

Families In Need 548.

Form 990EZ, Part I, Line 16

Family Fun 500.

Form 990EZ, Part I, Line 16

5th Grade Event 1139.

Form 990EZ, Part I, Line 16

4th Grade Event 200.

Form 990EZ, Part I, Line 16

Grandperson Event 950.

Form 990EZ, Part I, Line 16

Green Team 51.

Form 990EZ, Part I, Line 16

Hospitality & Appreciation 3450.

Form 990EZ, Part I, Line 16

Ice Cream Social 807.

Form 990EZ, Part I, Line 16

Kindergarten Event 113.

Form 990EZ, Part I, Line 16

Learning Enhancements 5714.

Form 990EZ, Part I, Line 16

Lego Club 34.

Form 990EZ, Part I, Line 16

Parents Pasteries 684.

Form 990EZ, Part I, Line 16

Patriot Math Club 920.

Form 990EZ, Part I, Line 16

POPS,Poster Maker Paper, Principal 1395.

Form 990EZ, Part I, Line 16

PTO Operating 795.

Form 990EZ, Part I, Line 16

School Project Fund 1212.

Form 990EZ, Part I, Line 16

Science & Technology Enhancements 666.

Form 990EZ, Part I, Line 16

Valentine's Day Event 782.

Form 990EZ, Part I, Line 16

Wellness Program 444.

Form 990EZ, Part I, Line 16

Winter Parties 297.

Form 990EZ, Part I, Line 16

Wish List 4974.

Form 990EZ, Part I, Line 16

Various

Raw XML Appendix250 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/PersonNm7JULIE BUCZKOWSKI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Asst. Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Ways & Means VP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Ways & Means VP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Recording Secretary
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IRS990EZ/OrganizationDissolvedEtcInd0false
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IRS990EZ/OtherRevenueTotalAmt06615
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IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0to support Cherry Tree Elementary School
IRS990EZ/ProgramServiceRevenueAmt00
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1SUPPORT WITH CULTURAL ENRICHMENTS, PROJECTS AND STUDENT SERVICES FOR CLASSROOMS AND STUDENT BODY
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2SUPPORT WITH 5TH GRADE RECOGNITION, JA BIZTOWN, AND AWARDS/APPRECIATION FOR CLASSROOMS AND STUDENT BODY
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IRS990EZ/SpecialEventsNetIncomeLossAmt045333
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt039057
IRS990EZ/TotalProgramServiceExpensesAmt024879
IRS990EZ/TotalRevenueAmt055558
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0750
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0630
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IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt02
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt02
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IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt02
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt08
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/PublicOrganization170Ind0X
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IRS990ScheduleA/PublicSupportTotal170Amt07350
IRS990ScheduleA/PublicSupportTotal509Amt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0750
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0630
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt03597
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt07350
IRS990ScheduleA/TotalSupportAmt07358
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt012752
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Cherry Blossom
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Pay It Forward
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt03684
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt03684
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt038905
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt013759
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt08415
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt061079
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt038905
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt013759
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt08415
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt061079
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt048327
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt02067
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt02067
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IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt0103
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Elf Workshop 1756.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Lego Club 626.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Patriot Math Club 1115.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Picture Money 3118.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Artist In Residence 2988.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5BizTown - 5th Grade 1915.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Broadcast Camp 640.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Bookfair 52.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8C4 Conference 500.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Classroom Supplies Support 4944.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10CTE POPS 311.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Elf Workshop 1732.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Families In Need 548.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Family Fun 500.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt145th Grade Event 1139.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt154th Grade Event 200.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16Grandperson Event 950.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17Green Team 51.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt18Hospitality & Appreciation 3450.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt19Ice Cream Social 807.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt20Kindergarten Event 113.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt21Learning Enhancements 5714.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt22Lego Club 34.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt23Parents Pasteries 684.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt24Patriot Math Club 920.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt25POPS,Poster Maker Paper, Principal 1395.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt26PTO Operating 795.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt27School Project Fund 1212.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt28Science & Technology Enhancements 666.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt29Valentine's Day Event 782.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt30Wellness Program 444.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt31Winter Parties 297.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt32Wish List 4974.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt33Various
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part I, Line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc16Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc17Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc18Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc19Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc20Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc21Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc22Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc23Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc24Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc25Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc26Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc27Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc28Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc29Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc30Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc31Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc32Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc33Form 990EZ, Part I, Line 16
ReturnHeader/BuildTS02017-02-10 21:41:12Z
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum03178463086
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-08-29
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ReturnHeader/Filer/BusinessNameControlTxt0CHER
ReturnHeader/Filer/EIN0351826684
ReturnHeader/Filer/PhoneNum03178463086
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ReturnHeader/PreparerPersonGrp/PhoneNum03174649846
ReturnHeader/PreparerPersonGrp/PreparationDt02017-09-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TIMOTHY C MUSHOLT
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02017-09-14T09:37:03-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

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