Civic Intelligence

Mohawk Trails Elementary School Parent Teacher Organization

990EZ • Fiscal year 2022 • EIN 35-1832801

Jul 01, 2021 to Jun 30, 2022 • Filed on Jul 19, 2022

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

61st percentile

0.00x

Higher debt load relative to assets than 61% of similar nonprofits.

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

Liabilities / Revenue

61st percentile

0.00x

Higher debt load relative to revenue than 61% of similar nonprofits.

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

Net Margin

88th percentile

48%

Higher net margin than 88% of similar nonprofits.

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

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

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

Asset Growth

85th percentile

54%

Faster asset growth than 85% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

93rd percentile

261%

Faster revenue growth than 93% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets61st percentile

Assets

Up

$84,176

Up $29,463 (+54%) from 2021

Net Assets

Up

$83,992

Up $29,279 (+54%) from 2021

Liabilities

$184

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue61st percentileNet Margin88th percentile

Revenue

Up

$60,474

Up $43,708 (+261%) from 2021

Expenses

Up

$31,195

Up $387 (+1.3%) from 2021

Net Income

Up

$29,279

Up $43,321 (+309%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth85th 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

2022

Assets$84,176
Liabilities$184
Net Assets$83,992
Open 2022 Filing

Operations Trend

Revenue Growth93rd 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

2022

Revenue$60,474
Expenses$31,195
Net Income$29,279
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Jul 19, 2022
Return Version
2021v4.0
Gross Receipts
$99,888
Mission and Program Overview

Mission

Parent involvement and support of school

Program Services

DescriptionGrantsExpenses
STUDENT ENRICHMENT PROGRAMS-$16,033
SCHOOL GIFTS, CURRICULUM ENRICHMENT AND OTHER AMOUNTS BENEFITTING ENTIRE STUDENT BODY-$13,927
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JACLYN FALKENSTEINPresidentPT$0--
MELANIE CASSETTYVice Preside-$0--
SARAH HABEGGERSecretary-$0--
ANNE LAZARDTreasurerPT$0--
KATHLEEN FAIRMANAsst Treasur-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Boosterthon$43,841$43,841$16,399$27,442
Book Fair$17,735$17,735$12,013$5,722
Total Events$89,457$89,457$39,414$50,043
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
Kathleen Fairman
Title
Treasurer
Phone
3178441158
Signed
2022-07-19
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 16,033 principal discretionary 4,701 office expense 300 staff appreciation 6,426 teacher allowances 2,800 bank charges 123 dues and subscriptions 162 total 30,545”

Form 990-ez, Part II, Line 26

“CREDIT CARD 0 184”

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.

Path#Value
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IRS990EZ/BooksInCareOfDetail/PersonNm0KATHLEEN FAIRMAN
IRS990EZ/BooksInCareOfDetail/PhoneNum03178441158
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0CARMEL
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IN
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd046033
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt054713
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt084176
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt06521
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt029279
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0650
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt054713
IRS990EZ/Form990TotalAssetsGrp/EOYAmt084176
IRS990EZ/FundraisingGrossIncomeAmt093367
IRS990EZ/GrossReceiptsAmt099888
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt054713
IRS990EZ/NetAssetsOrFundBalancesEOYAmt083992
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt054713
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt083992
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt13.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt23.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt35.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt43.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JACLYN FALKENSTEIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MELANIE CASSETTY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2SARAH HABEGGER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ANNE LAZARD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4KATHLEEN FAIRMAN
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/OtherExpensesTotalAmt030545
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/ProgramServiceExpensesAmt013927
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt116033
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt039414
IRS990EZ/SpecialEventsNetIncomeLossAmt053953
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0IN
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0184
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt031195
IRS990EZ/TotalProgramServiceExpensesAmt029960
IRS990EZ/TotalRevenueAmt060474
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0HTTP://WWW1.CCS.K12.IN.US/MTE/PTO
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt06521
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt016522
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt022712
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt018362
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt031043
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt095160
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt03
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt03
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt093367
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt015400
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt035495
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt045931
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt036419
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt0226612
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt03
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt03
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0321772
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt099888
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt031922
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt058207
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt064293
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt067462
IRS990ScheduleA/Total509Grp/TotalAmt0321772
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt099888
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt031925
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt058207
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt064293
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt067462
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0321775
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt039414
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0BOOSTERTHON
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0BOOK FAIR
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt043841
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt017735
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt027881
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt089457
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt043841
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt017735
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt027881
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt089457
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt050043
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt011002
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt039414
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt016399
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt012013
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt02
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES STUDENT ENRICHMENT 16,033 PRINCIPAL DISCRETIONARY 4,701 OFFICE EXPENSE 300 STAFF APPRECIATION 6,426 TEACHER ALLOWANCES 2,800 BANK CHARGES 123 DUES AND SUBSCRIPTIONS 162 TOTAL 30,545
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1CREDIT CARD 0 184
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 26
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KATHLEEN FAIRMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum03178441158
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-07-19
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/PreparationDt02022-07-20
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRIAN D RHEA
ReturnHeader/ReturnTs02022-07-20T09:03:43-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ANNE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0LAZARD
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$84,176
Liabilities
$184
Net assets
$83,992
Revenue
$60,474
Expenses
$31,195
Net income
$29,279
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