Civic Intelligence

Mohawk Trails Elementary School Parent Teacher Organization

990EZ • Fiscal year 2021 • EIN 35-1832801

Jul 01, 2020 to Jun 30, 2021 • Filed on Aug 12, 2021

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 2021

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2021

Net Margin

8th percentile

-84%

Higher net margin than 8% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

18th percentile

-20%

Faster asset growth than 18% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

13th percentile

-62%

Faster revenue growth than 13% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$54,713

Down $14,042 (-20%) from 2020

Net Assets

Down

$54,713

Down $14,042 (-20%) from 2020

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin8th percentile

Revenue

Down

$16,766

Down $27,090 (-62%) from 2020

Expenses

Down

$30,808

Down $20,044 (-39%) from 2020

Net Income

Down

-$14,042

Down $7,046 (-101%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth18th 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

2021

Assets$54,713
Liabilities-
Net Assets$54,713
Open 2021 Filing

Operations Trend

Revenue Growth13th 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

2021

Revenue$16,766
Expenses$30,808
Net Income-$14,042
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Aug 12, 2021
Return Version
2020v4.0
Gross Receipts
$31,925
Mission and Program Overview

Mission

Parent involvement and support of school

Program Services

DescriptionGrantsExpenses
STUDENT ENRICHMENT PROGRAMS-$18,112
SCHOOL GIFTS, CURRICULUM ENRICHMENT AND OTHER AMOUNTS BENEFITTING ENTIRE STUDENT BODY-$11,843
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JACLYN FALKENSTEINPresidentPT$0--
MELANIE CASSETTYVice PresidePT$0--
SARAH HABEGGERSecretary-$0--
SARAH WALSHTreasurerPT$0--
ANNE LAZARDAsst Treasur-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Book Fair$10,470$10,470$15,159$-4,689
Total Events$10,470$10,470$15,159$-4,689
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
Anne Lazard
Title
Treasurer
Phone
3178441158
Signed
2021-08-12
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 18,112 principal discretionary 4,998 office expense 67 staff appreciation 3,690 teacher allowances 3,155 bank charges 120 dues and subscriptions 91 total 30,233”

Raw XML Appendix162 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
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CompensationExplanation/CompensationExplanationGrp/PersonNm1MELANIE CASSETTY
CompensationExplanation/CompensationExplanationGrp/PersonNm2SARAH HABEGGER
CompensationExplanation/CompensationExplanationGrp/PersonNm3SARAH WALSH
CompensationExplanation/CompensationExplanationGrp/PersonNm4ANNE LAZARD
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0ANNE LAZARD
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IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt013201 BROOKSHIRE PARKWAY
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0CARMEL
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IRS990EZ/InfoInScheduleOPartIInd0X
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IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt43.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JACLYN FALKENSTEIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MELANIE CASSETTY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2SARAH HABEGGER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3SARAH WALSH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4ANNE LAZARD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4ASST TREASUR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt030233
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/ProgramServiceExpensesAmt011843
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt118112
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt015159
IRS990EZ/SpecialEventsNetIncomeLossAmt0241
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0IN
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt030808
IRS990EZ/TotalProgramServiceExpensesAmt029955
IRS990EZ/TotalRevenueAmt016766
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0HTTP://WWW1.CCS.K12.IN.US/MTE/PTO
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt016522
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt022712
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt018362
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt031043
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt029239
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0117878
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt03
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt03
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt015400
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt035495
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt045931
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt036419
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt039560
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt0172805
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt03
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt03
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
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IRS990ScheduleA/PublicSupportTotal509Amt0290683
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt031922
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt064293
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt067462
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt068799
IRS990ScheduleA/Total509Grp/TotalAmt0290683
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt031925
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt058207
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt067462
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt068799
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0290686
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt015159
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0BOOK FAIR
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt010470
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt010470
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt010470
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt010470
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-4689
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt015159
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt015159
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES STUDENT ENRICHMENT 18,112 PRINCIPAL DISCRETIONARY 4,998 OFFICE EXPENSE 67 STAFF APPRECIATION 3,690 TEACHER ALLOWANCES 3,155 BANK CHARGES 120 DUES AND SUBSCRIPTIONS 91 TOTAL 30,233
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ANNE LAZARD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum03178441158
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-08-12
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
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0351970648
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0RHEA & COMPANY
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/PreparationDt02021-08-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRIAN D RHEA
ReturnHeader/ReturnTs02021-08-12T09:51:37-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ANNE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0LAZARD
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$54,713
Liabilities
-
Net assets
$54,713
Revenue
$16,766
Expenses
$30,808
Net income
-$14,042
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