Civic Intelligence

Mohawk Trails Elementary School Parent Teacher Organization

990EZ • Fiscal year 2023 • EIN 35-1832801

Jul 01, 2022 to Jun 30, 2023 • Filed on Jul 08, 2023

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 2023

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2023

Net Margin

89th percentile

45%

Higher net margin than 89% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

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.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

83rd percentile

42%

Faster asset growth than 83% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

72nd percentile

30%

Faster revenue growth than 72% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$119,720

Up $35,544 (+42%) from 2022

Net Assets

Up

$119,720

Up $35,728 (+43%) from 2022

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin89th percentile

Revenue

Up

$78,616

Up $18,142 (+30%) from 2022

Expenses

Up

$42,888

Up $11,693 (+37%) from 2022

Net Income

Up

$35,728

Up $6,449 (+22%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth83rd 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

2023

Assets$119,720
Liabilities-
Net Assets$119,720
Open 2023 Filing

Operations Trend

Revenue Growth72nd 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

2023

Revenue$78,616
Expenses$42,888
Net Income$35,728
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Jul 8, 2023
Return Version
2022v5.0
Gross Receipts
$111,073
Mission and Program Overview

Mission

Parent involvement and support of school

Program Services

DescriptionGrantsExpenses
STUDENT ENRICHMENT PROGRAMS-$24,782
SCHOOL GIFTS, CURRICULUM ENRICHMENT AND OTHER AMOUNTS BENEFITTING ENTIRE STUDENT BODY-$16,814
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MELANIE CASSETTYPresidentPT$0--
ASHLEY BOULAISVice PresidePT$0--
SARAH HABEGGERSecretaryPT$0--
KATHLEEN FAIRMANTreasurerPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Boosterthon$51,328$51,328$14,325$37,003
Book Fair$18,816$18,816$6,319$12,497
Total Events$96,381$96,381$32,457$63,924
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
2023-07-08
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 24,782 principal discretionary 3,737 office expense 480 staff appreciation 5,047 teacher allowances 8,030 bank charges 73 dues and subscriptions 139 total 42,288”

Form 990-ez, Part II, Line 26

“CREDIT CARD 184 0”

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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0KATHLEEN FAIRMAN
IRS990EZ/BooksInCareOfDetail/PhoneNum03178441158
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt013128 BRIARWOOD TRACE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0CARMEL
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IN
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd046033
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt084176
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0119720
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt010551
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt035728
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0600
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt084176
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0119720
IRS990EZ/FundraisingGrossIncomeAmt0100514
IRS990EZ/GrossReceiptsAmt0111073
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt08
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt083992
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0119720
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt083992
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0119720
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt35.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MELANIE CASSETTY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ASHLEY BOULAIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2SARAH HABEGGER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3KATHLEEN FAIRMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt042288
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/ProgramServiceExpensesAmt016814
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt124782
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt032457
IRS990EZ/SpecialEventsNetIncomeLossAmt068057
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0IN
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0184
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt042888
IRS990EZ/TotalProgramServiceExpensesAmt041596
IRS990EZ/TotalRevenueAmt078616
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0HTTP://WWW1.CCS.K12.IN.US/MTE/PTO
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt010551
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt06521
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt016522
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt022712
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt018362
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt074668
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt08
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt03
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt011
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt0100514
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt093367
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt015400
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt035495
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt045931
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt0290707
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt08
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt03
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt011
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0365375
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0111065
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt099888
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt031922
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt058207
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt064293
IRS990ScheduleA/Total509Grp/TotalAmt0365375
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0111073
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt099888
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt031925
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt058207
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt064293
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0365386
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt032457
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0BOOSTERTHON
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0BOOK FAIR
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt051328
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt018816
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt026237
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt096381
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt051328
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt018816
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt026237
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt096381
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt063924
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt011813
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt032457
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt014325
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt06319
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt02
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES STUDENT ENRICHMENT 24,782 PRINCIPAL DISCRETIONARY 3,737 OFFICE EXPENSE 480 STAFF APPRECIATION 5,047 TEACHER ALLOWANCES 8,030 BANK CHARGES 73 DUES AND SUBSCRIPTIONS 139 TOTAL 42,288
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1CREDIT CARD 184 0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 26
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KATHLEEN FAIRMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum03178441158
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-07-08
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/IRSResponsiblePrtyInfoCurrInd0false
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/PreparationDt02023-07-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRIAN D RHEA
ReturnHeader/ReturnTs02023-07-08T16:35:12-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ANNE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0LAZARD
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$119,720
Liabilities
-
Net assets
$119,720
Revenue
$78,616
Expenses
$42,888
Net income
$35,728
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