Civic Intelligence

Carmel Elementary School PTO Inc.

990EZ • Fiscal year 2014 • EIN 35-1838830

Jul 01, 2013 to Jun 30, 2014 • Filed on Sep 30, 2014

Organization ProfileN/A
101 4th Avenue SE46032

(317) 844-0168

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

71st percentile

0.05x

Higher debt load relative to assets than 71% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

76th percentile

0.05x

Higher debt load relative to revenue than 76% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Net Margin

79th percentile

23%

Higher net margin than 79% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

34th percentile

-6.0%

Faster asset growth than 34% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2014

Revenue Growth

29th percentile

-13%

Faster revenue growth than 29% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2014

Balance Sheet
Liabilities / Assets71st percentile

Assets

Down

$43,905

Down $5,735 (-12%) from 2012

Net Assets

Down

$41,817

Down $4,829 (-10%) from 2012

Liabilities

Down

$2,088

Down $906 (-30%) from 2012

Revenue And Expenses
Liabilities / Revenue76th percentileNet Margin79th percentile

Revenue

Down

$38,368

Down $12,530 (-25%) from 2012

Expenses

Down

$29,709

Down $16,050 (-35%) from 2012

Net Income

Up

$8,659

Up $3,520 (+68%) from 2012

Historical Trend

Balance Sheet Trend

Asset Growth34th percentile

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

$150K$100K$50K$0Assets 2012: $49,640Liabilities 2012: $2,994Net Assets 2012: $46,6462012Assets 2014: $43,905Liabilities 2014: $2,088Net Assets 2014: $41,8172014Assets 2015: $56,220Liabilities 2015: $1,236Net Assets 2015: $54,9842015Assets 2017: $86,150Net Assets 2017: $86,1502017Assets 2018: $87,383Net Assets 2018: $87,3832018Assets 2019: $87,378Net Assets 2019: $87,3782019Assets 2020: $84,385Net Assets 2020: $84,3852020Assets 2021: $88,905Net Assets 2021: $88,9052021Assets 2022: $100,403Net Assets 2022: $100,4032022Assets 2023: $103,897Net Assets 2023: $103,8972023Assets 2024: $99,760Net Assets 2024: $99,7602024Assets 2025: $86,543Net Assets 2025: $86,5432025

Highlighted filing

2014

Assets$43,905
Liabilities$2,088
Net Assets$41,817
Open 2014 Filing

Operations Trend

Revenue Growth29th percentile

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

$100K$50K$0-$50KRevenue 2012: $50,898Expenses 2012: $45,759Net Income 2012: $5,1392012Revenue 2014: $38,368Expenses 2014: $29,709Net Income 2014: $8,6592014Revenue 2015: $52,538Expenses 2015: $39,371Net Income 2015: $13,1672015Revenue 2017: $78,596Expenses 2017: $73,236Net Income 2017: $5,3602017Revenue 2018: $54,136Expenses 2018: $52,903Net Income 2018: $1,2332018Revenue 2019: $41,554Expenses 2019: $41,065Net Income 2019: $4892019Revenue 2020: $31,897Expenses 2020: $34,900Net Income 2020: -$3,0032020Revenue 2021: $41,599Expenses 2021: $37,621Net Income 2021: $3,9782021Revenue 2022: $45,419Expenses 2022: $33,983Net Income 2022: $11,4362022Revenue 2023: $48,061Expenses 2023: $44,567Net Income 2023: $3,4942023Revenue 2024: $41,062Expenses 2024: $45,219Net Income 2024: -$4,1572024Revenue 2025: $31,761Expenses 2025: $44,978Net Income 2025: -$13,2172025

Highlighted filing

2014

Revenue$38,368
Expenses$29,709
Net Income$8,659
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Sep 30, 2014
Return Version
2013v3.1
Gross Receipts
$106,920
Mission and Program Overview

Mission

Provide leadership and finacial support necessary to assist students enrolled in carmel elementary school

Program Services

DescriptionGrantsExpenses
ENRICHMENT AND SCHOOL PROGRAMS - FOR THE BENEFIT OF ALL STUDENT GRADE LEVELS AND SCHOOL AS A WHOLE-$26,754
TO PROVIDE LEADERSHIP AND FINANCIAL SUPPORT MECESSARY TO ASSIST STUDENTS ENROLLED IN CARMEL ELEMENTARY SCHOOL.$2,956$2,956
Compensation and Service Providers
Top Officer Pay74th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SHELLEY KAZMIERCZAKPresidentPT$0--
MELANIE BROWNVice PresidentPT$0--
KIM FREDERICIVice PresidentPT$0--
JENNY HOFFMANTreasurerPT$0--
CARRIE SUHYCommunications Secretary-$0--
CRISTA WATSONRecording Secretary-$0--
CARRIE SPENCESchool Board Rep-$0--
GWEN TUCKERPast President-$0--
Filing and Contact Details

Filer

EIN
35-1838830
Phone
3178440168

Signing Officer

Name
Jenny Hoffman
Title
Treasurer
Phone
3178440168
Signed
2014-09-30
Discuss with paid preparer
Yes

Preparer

Preparer
Frederick S Grief
Phone
3175754260
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 8

“Miscellaneous revenue 416.”

Form 990EZ, Part I, Line 10

“Grants to teachers grants various teachers none 2686.”

Form 990EZ, Part I, Line 16

“100 book club 1540. Book fair 49. Carmel education foundation 300. Meetings & conferences 6382. Enrichment 3500. Family events 71. Gift 2902. Principal's fund 525. Professional development 3500. Pto officer's expenses 238. Awards 120. Remediation 3000. Special projects 4300. Professional fees 498. Volunteer supplies 98.”

Form 990EZ, Part II, Line 26

“OTHER LIABILITIES 1495.”

Raw XML Appendix158 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/PersonNm0JEN COMPTON
IRS990EZ/BooksInCareOfDetail/PhoneNum03178538936
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine10101 4th Avenue SE
IRS990EZ/BooksInCareOfDetail/USAddress/City0Carmel
IRS990EZ/BooksInCareOfDetail/USAddress/State0IN
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode046032
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt034653
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt043815
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt00
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt08659
IRS990EZ/ForeignFinancialAccountInd0false
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IRS990EZ/Form990TotalAssetsGrp/EOYAmt043905
IRS990EZ/FundraisingGrossIncomeAmt0106497
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt02686
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt0106920
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt07
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt033158
IRS990EZ/NetAssetsOrFundBalancesEOYAmt041817
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt033158
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt041817
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt62.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt72.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0SHELLEY KAZMIERCZAK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MELANIE BROWN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2KIM FREDERICI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JENNY HOFFMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4CARRIE SUHY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5CRISTA WATSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6CARRIE SPENCE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7GWEN TUCKER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Communications Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Recording Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6School Board Rep
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Past President
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/EOYAmt090
IRS990EZ/OtherExpensesTotalAmt027023
IRS990EZ/OtherRevenueTotalAmt0416
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROVIDE LEADERSHIP AND FINACIAL SUPPORT NECESSARY TO ASSIST STUDENTS ENROLLED IN CARMEL ELEMENTARY SCHOOL
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO PROVIDE LEADERSHIP AND FINANCIAL SUPPORT MECESSARY TO ASSIST STUDENTS ENROLLED IN CARMEL ELEMENTARY SCHOOL.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1ENRICHMENT AND SCHOOL PROGRAMS - FOR THE BENEFIT OF ALL STUDENT GRADE LEVELS AND SCHOOL AS A WHOLE
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt02956
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt02956
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt126754
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt068552
IRS990EZ/SpecialEventsNetIncomeLossAmt037945
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt01495
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt02088
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt029709
IRS990EZ/TotalProgramServiceExpensesAmt029710
IRS990EZ/TotalRevenueAmt038368
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct00
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt00
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0356006444
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeDesc06
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt027023
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine10CARMEL ELEMENTARY
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrgNotifiedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/USOrganizedInd0true
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt027023
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent1Amt0FALL FUNDRAISER
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent2Amt0FLOWER SALE FUNDRAISER
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MISCELLANEOUS REVENUE 416.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1GRANTS TO TEACHERS GRANTS VARIOUS TEACHERS NONE 2686.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2100 BOOK CLUB 1540. BOOK FAIR 49. CARMEL EDUCATION FOUNDATION 300. MEETINGS & CONFERENCES 6382. ENRICHMENT 3500. FAMILY EVENTS 71. GIFT 2902. PRINCIPAL'S FUND 525. PROFESSIONAL DEVELOPMENT 3500. PTO OFFICER'S EXPENSES 238. AWARDS 120. REMEDIATION 3000. SPECIAL PROJECTS 4300. PROFESSIONAL FEES 498. VOLUNTEER SUPPLIES 98.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3OTHER LIABILITIES 1495.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part II, Line 26
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JENNY HOFFMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum03178440168
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-09-30
ReturnHeader/Filer/BusinessName/BusinessNameLine10Carmel Elementary PTO Inc
ReturnHeader/Filer/BusinessNameControlTxt0CARM
ReturnHeader/Filer/EIN0351838830
ReturnHeader/Filer/PhoneNum03178440168
ReturnHeader/Filer/USAddress/AddressLine10101 4th Avenue SE
ReturnHeader/Filer/USAddress/City0Carmel
ReturnHeader/Filer/USAddress/State0IN
ReturnHeader/Filer/USAddress/ZIPCode046032
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10CPA Network LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10320 2nd Street SW
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0CARMEL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0IN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode046032
ReturnHeader/PreparerPersonGrp/PhoneNum03175754260
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0FREDERICK S GRIEF
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02014-11-13T09:33:55-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$43,905
Liabilities
$2,088
Net assets
$41,817
Revenue
$38,368
Expenses
$29,709
Net income
$8,659
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.87$0.87$0.32$0.45$0.13
2024Detailed filing. Detailed filing data is available for this year.$1.00$1.00$0.41$0.45$0.04
2023Detailed filing. Detailed filing data is available for this year.$1.04$1.04$0.48$0.45$0.03
2022Detailed filing. Detailed filing data is available for this year.$1.00$1.00$0.45$0.34$0.11
2021Detailed filing. Detailed filing data is available for this year.$0.89$0.89$0.42$0.38$0.04
2020Detailed filing. Detailed filing data is available for this year.$0.84$0.84$0.32$0.35$0.03
2019Detailed filing. Detailed filing data is available for this year.$0.87$0.87$0.42$0.41$0.00
2018Detailed filing. Detailed filing data is available for this year.$0.87$0.87$0.54$0.53$0.01
2017Detailed filing. Detailed filing data is available for this year.$0.86$0.86$0.79$0.73$0.05
2015Detailed filing. Detailed filing data is available for this year.$0.56$0.01$0.55$0.53$0.39$0.13
2014Detailed filing. Detailed filing data is available for this year.$0.44$0.02$0.42$0.38$0.30$0.09
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.50$0.03$0.47$0.51$0.46$0.05