Civic Intelligence

Cherry Tree Elementary Parent Teacher Organization Inc.

990EZ • Fiscal year 2024 • EIN 35-1826684

Jul 01, 2023 to Jun 30, 2024 • Filed on Aug 30, 2024

Organization ProfileN/A
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 2024

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2024

Net Margin

59th percentile

8.0%

Higher net margin than 59% 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

59th percentile

6.7%

Faster asset growth than 59% of similar nonprofits.

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

Revenue Growth

57th percentile

8.7%

Faster revenue growth than 57% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$131,841

Up $8,296 (+6.7%) from 2023

Net Assets

Up

$131,841

Up $8,296 (+6.7%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin59th percentile

Revenue

Up

$103,318

Up $8,270 (+8.7%) from 2023

Expenses

Up

$95,022

Up $10,717 (+13%) from 2023

Net Income

Down

$8,296

Down $2,447 (-23%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth59th percentile

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

2024

Assets$131,841
Liabilities-
Net Assets$131,841
Open 2024 Filing

Operations Trend

Revenue Growth57th percentile

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

2024

Revenue$103,318
Expenses$95,022
Net Income$8,296
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Aug 30, 2024
Return Version
2023v5.1
Gross Receipts
$132,072
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-$45,333
Support with camps and awards/appreciation for classrooms and student body-$32,405
Support with classroom supplies, curriculum enhancements, teacher needs and learning enhancements for classroom and student body-$9,885
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Haley FilbertPresidentPT$0--
Jessica StevensVice PresidentPT$0--
Rachel BancroftTreasurerPT$0--
Stephanie FlittnerTreasurerPT$0--
Megan GettelfingerSecretaryPT$0--
Tiffany LeeSecretaryPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Boosterthon$89,975$89,975$21,919$68,056
Spring Fundraiser$11,896$11,896$20$11,876
Total Events$101,871$101,871$21,939$79,932
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
2024-08-30
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 $36792”

Other Expenses.2

“Camps/Clubs $19812”

Other Expenses.3

“School Programs $9885”

Other Expenses.4

“Curriculum Improvement $8540”

Other Expenses.5

“Operations $6920”

Other Expenses.6

“Appreciation $6205”

Other Expenses.7

“Hospitality $3395”

Other Expenses.8

“All School Events $2993”

Raw XML Appendix183 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/PersonNm5Tiffany Lee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt094542
IRS990EZ/OtherRevenueTotalAmt054
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0To support Cherry Tree Elementary School
IRS990EZ/ProgramServiceRevenueAmt015864
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt09885
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt232405
IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Faculty / Staff Support $36792
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Camps/Clubs $19812
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ReturnHeader/BuildTS02024-08-08 14:25:15Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Rachel Bancroft
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-08-30
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
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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/ReturnTs02024-08-30T03:16:34-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$131,841
Liabilities
-
Net assets
$131,841
Revenue
$103,318
Expenses
$95,022
Net income
$8,296
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