Civic Intelligence

Mohawk Trails Elementary School Parent Teacher Organization

990EZ • Fiscal year 2018 • EIN 35-1832801

Jul 01, 2017 to Jun 30, 2018 • Filed on Nov 14, 2018

Organization ProfileWWW1.CCS.K12.IN.US/MTE/PTO
4242 E 126th StreetCarmel, IN 46033-2450

(317) 844-1158

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 2018

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2018

Net Margin

19th percentile

-15%

Higher net margin than 19% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2018

Asset Growth

30th percentile

-9.4%

Faster asset growth than 30% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

39th percentile

-6.0%

Faster revenue growth than 39% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$75,994

Down $7,914 (-9.4%) from 2017

Net Assets

Down

$75,994

Down $7,914 (-9.4%) from 2017

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin19th percentile

Revenue

Down

$53,113

Down $3,365 (-6.0%) from 2017

Expenses

Up

$61,027

Up $33,348 (+120%) from 2017

Net Income

Down

-$7,914

Down $36,713 (-127%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth30th percentile

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

$150K$100K$50K$0Assets 2012: $46,348Liabilities 2012: $0Net Assets 2012: $46,3482012Assets 2014: $16,086Net Assets 2014: $16,0862014Assets 2015: $34,077Net Assets 2015: $34,0772015Assets 2016: $55,109Net Assets 2016: $55,1092016Assets 2017: $83,908Net Assets 2017: $83,9082017Assets 2018: $75,994Net Assets 2018: $75,9942018Assets 2019: $75,751Net Assets 2019: $75,7512019Assets 2020: $68,755Net Assets 2020: $68,7552020Assets 2021: $54,713Net Assets 2021: $54,7132021Assets 2022: $84,176Liabilities 2022: $184Net Assets 2022: $83,9922022Assets 2023: $119,720Net Assets 2023: $119,7202023Assets 2024: $136,676Net Assets 2024: $136,6762024Assets 2025: $143,926Net Assets 2025: $143,9262025

Highlighted filing

2018

Assets$75,994
Liabilities-
Net Assets$75,994
Open 2018 Filing

Operations Trend

Revenue Growth39th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$100K$50K$0-$50KRevenue 2012: $49,994Expenses 2012: $62,521Net Income 2012: -$12,5272012Revenue 2014: $40,129Expenses 2014: $47,788Net Income 2014: -$7,6592014Revenue 2015: $51,100Expenses 2015: $33,109Net Income 2015: $17,9912015Revenue 2016: $46,770Expenses 2016: $25,738Net Income 2016: $21,0322016Revenue 2017: $56,478Expenses 2017: $27,679Net Income 2017: $28,7992017Revenue 2018: $53,113Expenses 2018: $61,027Net Income 2018: -$7,9142018Revenue 2019: $44,578Expenses 2019: $44,820Net Income 2019: -$2422019Revenue 2020: $43,856Expenses 2020: $50,852Net Income 2020: -$6,9962020Revenue 2021: $16,766Expenses 2021: $30,808Net Income 2021: -$14,0422021Revenue 2022: $60,474Expenses 2022: $31,195Net Income 2022: $29,2792022Revenue 2023: $78,616Expenses 2023: $42,888Net Income 2023: $35,7282023Revenue 2024: $71,045Expenses 2024: $54,091Net Income 2024: $16,9542024Revenue 2025: $52,249Expenses 2025: $44,999Net Income 2025: $7,2502025

Highlighted filing

2018

Revenue$53,113
Expenses$61,027
Net Income-$7,914
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Nov 14, 2018
Return Version
2017v2.3
Gross Receipts
$67,462
Mission and Program Overview

Mission

Parent involvement and support of school

Program Services

DescriptionGrantsExpenses
STUDENT ENRICHMENT PROGRAMS-$34,848
SCHOOL GIFTS, CURRICULUM ENRICHMENT AND OTHER AMOUNTS BENEFITTING ENTIRE STUDENT BODY-$21,922
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
STEPHANIE ZIRCHERPresidentPT$0--
ERINN MOSHERPast Preside-$0--
LORI ADLERTreasurerPT$0--
HOLLY COUCHAssistant Tr-$0--
HOLLY NELSENSecretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Mohawk Mixer$19,622$19,622$8,137$11,485
Carnival$10,909$10,909$1,868$9,041
Total Events$36,419$36,419$14,349$22,070
Filing and Contact Details

Filer

Filer Name
Mohawk Trails Elementary School Pto
EIN
35-1832801
Phone
3178441158
Address
4242 E 126TH STREET, CARMEL, IN 46033-2450

Signing Officer

Name
Sarah Habegger
Title
Treasurer
Phone
3178441158
Signed
2018-11-14
Discuss with paid preparer
Yes

Preparer

Firm
Rhea & Company
Address
2181 DUKE OF YORK ST, CARMEL, IN 46032-8409
Preparer
Brian D Rhea
Phone
3175759262
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses student enrichment 34,848 principal discretionary 15,195 supplies 48 dues and subscriptions 2,659 staff appreciation 4,046 teacher allowances 2,681 scholarships 1,000 total 60,477”

Raw XML Appendix168 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/PersonNm2LORI ADLER
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4HOLLY NELSEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PAST PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3ASSISTANT TR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt060477
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PARENT INVOLVEMENT AND SUPPORT OF SCHOOL
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SCHOOL GIFTS, CURRICULUM ENRICHMENT AND OTHER AMOUNTS BENEFITTING ENTIRE STUDENT BODY
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1STUDENT ENRICHMENT PROGRAMS
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt021922
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt134848
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt014349
IRS990EZ/SpecialEventsNetIncomeLossAmt022070
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0IN
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt061027
IRS990EZ/TotalProgramServiceExpensesAmt056770
IRS990EZ/TotalRevenueAmt053113
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0HTTP://WWW1.CCS.K12.IN.US/MTE/PTO
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt031043
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt029239
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt025122
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt024407
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt010588
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0120399
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt04
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt04
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt036419
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt039560
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt028073
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt036508
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt043327
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt0183887
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt04
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt04
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0304286
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt067462
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IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0304290
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt014349
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IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0CARNIVAL
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt019622
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt010909
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt05888
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IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt01868
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES STUDENT ENRICHMENT 34,848 PRINCIPAL DISCRETIONARY 15,195 SUPPLIES 48 DUES AND SUBSCRIPTIONS 2,659 STAFF APPRECIATION 4,046 TEACHER ALLOWANCES 2,681 SCHOLARSHIPS 1,000 TOTAL 60,477
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SARAH HABEGGER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum03178441158
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MOHAWK TRAILS ELEMENTARY SCHOOL PTO
ReturnHeader/Filer/BusinessNameControlTxt0MOHA
ReturnHeader/Filer/EIN0351832801
ReturnHeader/Filer/PhoneNum03178441158
ReturnHeader/Filer/USAddress/AddressLine1Txt04242 E 126TH STREET
ReturnHeader/Filer/USAddress/CityNm0CARMEL
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IN
ReturnHeader/Filer/USAddress/ZIPCd0460332450
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ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0167.68.16.49
ReturnHeader/FilingSecurityInformation/IPDt02018-11-14
ReturnHeader/FilingSecurityInformation/IPTm013:09:29
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0351970648
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02181 DUKE OF YORK ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CARMEL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0460328409
ReturnHeader/PreparerPersonGrp/PhoneNum03175759262
ReturnHeader/PreparerPersonGrp/PreparationDt02018-11-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRIAN D RHEA
ReturnHeader/ReturnTs02018-11-14T13:09:48-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$75,994
Liabilities
-
Net assets
$75,994
Revenue
$53,113
Expenses
$61,027
Net income
-$7,914
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.44$1.44$0.52$0.45$0.07
2024Detailed filing. Detailed filing data is available for this year.$1.37$1.37$0.71$0.54$0.17
2023Detailed filing. Detailed filing data is available for this year.$1.20$1.20$0.79$0.43$0.36
2022Detailed filing. Detailed filing data is available for this year.$0.84$0.00$0.84$0.60$0.31$0.29
2021Detailed filing. Detailed filing data is available for this year.$0.55$0.55$0.17$0.31$0.14
2020Detailed filing. Detailed filing data is available for this year.$0.69$0.69$0.44$0.51$0.07
2019Detailed filing. Detailed filing data is available for this year.$0.76$0.76$0.45$0.45$0.00
2018Detailed filing. Detailed filing data is available for this year.$0.76$0.76$0.53$0.61$0.08
2017Detailed filing. Detailed filing data is available for this year.$0.84$0.84$0.56$0.28$0.29
2016Detailed filing. Detailed filing data is available for this year.$0.55$0.55$0.47$0.26$0.21
2015Detailed filing. Detailed filing data is available for this year.$0.34$0.34$0.51$0.33$0.18
2014Detailed filing. Detailed filing data is available for this year.$0.16$0.16$0.40$0.48$0.08
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.46$0.00$0.46$0.50$0.63$0.13