Civic Intelligence

Cherry Tree Elementary Parent Teacher Organization Inc.

990EZ • Fiscal year 2022 • EIN 35-1826684

Jul 01, 2021 to Jun 30, 2022 • Filed on Sep 01, 2022

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 2022

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2022

Net Margin

82nd percentile

35%

Higher net margin than 82% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2022

Asset Growth

67th percentile

15%

Faster asset growth than 67% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2022

Revenue Growth

55th percentile

15%

Faster revenue growth than 55% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2022

Assets

Up

$112,802

Up $26,130 (+30%) from 2021

Net Assets

Up

$112,802

Up $26,130 (+30%) from 2021

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$75,200

Up $44,332 (+144%) from 2021

Expenses

Up

$49,070

Up $14,616 (+42%) from 2021

Net Income

Up

$26,130

Up $29,716 (+829%) from 2021

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

2022

Assets$112,802
Liabilities-
Net Assets$112,802

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

2022

Revenue$75,200
Expenses$49,070
Net Income$26,130
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Sep 1, 2022
Return Version
2021v4.0
Gross Receipts
$102,047
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-$25,267
Support with camps and awards/appreciation for classrooms and student body-$16,832
Support with classroom supplies, curriculum enhancements, teacher needs and learning enhancements for classroom and student body-$5,460
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Sarah GlennPresidentPT$0--
Jessica CraigVice PresidentPT$0--
Natalie RothchildVice PresidentPT$0--
Brittany CampbellVice PresidentPT$0--
Stephanie AbisiVice PresidentPT$0--
Rachel BancroftTreasurerPT$0--
Megan ShortzTreasurerPT$0--
Lauren CarterSecretaryPT$0--
Megan DrosteSecretaryPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fall Fundraiser PPIF$74,655$74,655$24,576$50,079
Spring Festival$11,124$11,124$1,272$9,852
Total Events$93,650$93,650$26,847$66,803
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
Rachel Bancroft
Title
Treasurer
Signed
2022-09-01
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 $17904

Other Expenses.2

Curriculum Improvement $7363

Other Expenses.3

Hospitality $5773

Other Expenses.4

School Programs $5460

Other Expenses.5

Camps/Clubs $4834

Other Expenses.6

Appreciation $4534

Other Expenses.7

Principal Picture $1691

Other Expenses.8

Operations $1154

Raw XML Appendix202 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0Rachel Bancroft
IRS990EZ/BooksInCareOfDetail/PhoneNum03178463086
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt013989 Hazel Dell Parkway
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Carmel
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IN
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd046033
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt086672
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0112802
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt01981
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt026130
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0357
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt086672
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0112802
IRS990EZ/FundraisingGrossIncomeAmt093650
IRS990EZ/GrossProfitLossSlsOfInvntryAmt02000
IRS990EZ/GrossReceiptsAmt0102047
IRS990EZ/GrossSalesOfInventoryAmt02000
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt086672
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0112802
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt086672
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0112802
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt35.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt45.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt55.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt65.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt75.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt85.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Sarah Glenn
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Jessica Craig
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Natalie Rothchild
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Brittany Campbell
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Stephanie Abisi
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Rachel Bancroft
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Megan Shortz
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Lauren Carter
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8Megan Droste
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt048713
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0To support Cherry Tree Elementary School
IRS990EZ/ProgramServiceRevenueAmt04416
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Support with classroom supplies, curriculum enhancements, teacher needs and learning enhancements for classroom and student body
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Support with cultural enrichments, projects and student services for classrooms and student body
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Support with camps and awards/appreciation for classrooms and student body
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt05460
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt125267
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt216832
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt026847
IRS990EZ/SpecialEventsNetIncomeLossAmt066803
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0IN
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt049070
IRS990EZ/TotalProgramServiceExpensesAmt047559
IRS990EZ/TotalRevenueAmt075200
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt01981
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt06883
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt07067
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt07188
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt01499
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt024618
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt02
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt02
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt03
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt04
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt03
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt014
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99940
IRS990ScheduleA/PublicSupportPY170Pct00.99940
IRS990ScheduleA/PublicSupportTotal170Amt024618
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt01981
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt06883
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt07067
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt07188
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt01499
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt024618
IRS990ScheduleA/TotalSupportAmt024632
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt026847
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Fall Fundraiser PPIF
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Spring Festival
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt074655
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt011124
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt07871
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt093650
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt074655
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt011124
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt07871
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt093650
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt066803
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt0999
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt026847
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt024576
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt01272
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Faculty/Staff Support $17904
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Curriculum Improvement $7363
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Hospitality $5773
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3School Programs $5460
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Camps/Clubs $4834
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Appreciation $4534
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Principal Picture $1691
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Operations $1154
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.8
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Rachel Bancroft
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-09-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Cherry Tree Elementary PTO
ReturnHeader/Filer/BusinessNameControlTxt0CHER
ReturnHeader/Filer/EIN0351826684
ReturnHeader/Filer/PhoneNum03178463086
ReturnHeader/Filer/USAddress/AddressLine1Txt013989 Hazel Dell Parkway
ReturnHeader/Filer/USAddress/CityNm0Carmel
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IN
ReturnHeader/Filer/USAddress/ZIPCd046033
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0861286901
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CPAWerkscom LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt018048 Sanibel Circle
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Westfield
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd046062
ReturnHeader/PreparerPersonGrp/PhoneNum03174649846
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Timothy C Musholt
ReturnHeader/ReturnTs02022-09-01T14:37:46-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Rachel
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Bancroft
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings