Civic Intelligence

Northwestern Elementary PTO

EIN 35-1839187 • 501(c)3 • Kokomo, IN

Profile

To enhance educative benefits of students

4223 W 350 NKokomo, IN 46901

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2020

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2020

Net Margin

54th percentile

3.7%

Higher net margin than 54% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

61st percentile

4.1%

Faster asset growth than 61% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

52nd percentile

0.1%

Faster revenue growth than 52% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$41,953

Up $1,651 (+4.1%) from 2019

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Up

$41,953

Up $1,651 (+4.1%) from 2019

Operations
Liabilities / RevenueScore unavailableNet Margin54th percentile

Revenue

Up

$45,110

Up $65 (+0.1%) from 2019

Expenses

Up

$43,459

Up $15,780 (+57%) from 2019

Net Income

Down

$1,651

Down $15,715 (-90%) from 2019

Trend Graphs

Balance Sheet Trend

Asset Growth61st percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$60K$40K$20K$0Assets 2011: $14,683Net Assets 2011: $14,6832011Assets 2013: $24,227Net Assets 2013: $24,2272013Assets 2014: $29,713Net Assets 2014: $29,7132014Assets 2015: $28,087Net Assets 2015: $28,0872015Assets 2016: $27,058Net Assets 2016: $27,0582016Assets 2017: $22,230Net Assets 2017: $22,2302017Assets 2018: $22,936Net Assets 2018: $22,9362018Assets 2019: $40,302Net Assets 2019: $40,3022019Assets 2020: $41,953Net Assets 2020: $41,9532020

Highlighted filing

2020

Assets$41,953
Liabilities-
Net Assets$41,953
Open 2020 Filing

Operations Trend

Revenue Growth52nd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$60K$40K$20K$0-$20KRevenue 2011: $21,127Expenses 2011: $25,097Net Income 2011: -$3,9702011Revenue 2013: $23,285Expenses 2013: $17,434Net Income 2013: $5,8512013Revenue 2014: $24,744Expenses 2014: $19,258Net Income 2014: $5,4862014Revenue 2015: $20,213Expenses 2015: $21,839Net Income 2015: -$1,6262015Revenue 2016: $21,275Expenses 2016: $22,304Net Income 2016: -$1,0292016Revenue 2017: $23,341Expenses 2017: $28,169Net Income 2017: -$4,8282017Revenue 2018: $26,019Expenses 2018: $25,313Net Income 2018: $7062018Revenue 2019: $45,045Expenses 2019: $27,679Net Income 2019: $17,3662019Revenue 2020: $45,110Expenses 2020: $43,459Net Income 2020: $1,6512020

Highlighted filing

2020

Revenue$45,110
Expenses$43,459
Net Income$1,651
Open 2020 Filing

Filings

Most recent year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$41,953
Liabilities
-
Net assets
$41,953
Revenue
$45,110
Expenses
$43,459
Net income
$1,651
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2020Detailed filing. Detailed filing data is available for this year.$42.0$42.0$45.1$43.5$1.65
2019Detailed filing. Detailed filing data is available for this year.$40.3$40.3$45.0$27.7$17.4
2018Detailed filing. Detailed filing data is available for this year.$22.9$22.9$26.0$25.3$0.71
2017Detailed filing. Detailed filing data is available for this year.$22.2$22.2$23.3$28.2$4.83
2016Detailed filing. Detailed filing data is available for this year.$27.1$27.1$21.3$22.3$1.03
2015Detailed filing. Detailed filing data is available for this year.$28.1$28.1$20.2$21.8$1.63
2014Detailed filing. Detailed filing data is available for this year.$29.7$29.7$24.7$19.3$5.49
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$24.2$24.2$23.3$17.4$5.85
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$14.7$14.7$21.1$25.1$3.97
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Oct 12, 2020
Return Version
2019v5.1
Gross Receipts
$99,430
Mission and Program Overview

Mission

To enhance educative benefits of students

Program Services

DescriptionGrantsExpenses
Special Activities & food$0$23,787
Sixth Grade FundBenefits 100 students$0$9,648
Classroom Funds benefit 600 students and 40 staff memebers.$0$7,462
Principal Discretionary FundBenefits 40 staff members$0$1,863
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jenny GrzegorskiPresident-$0--
Talia RopesVice President-$0--
Jenny KellyTreasurer-$0--
Marcy KistlerSecretary-$0--
Dedra StockbergerVolunteer Coordinator-$0--
Cara KeatingRoom Parent Coordinator-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Cookie Dough Sales$47,470$47,470$26,416$21,054
Boosterthon Fun Run$37,994$37,994$20,304$17,690
Total Events$98,695$98,695$54,321$44,374
Filing and Contact Details

Filer

Filer Name
Northwestern Elementary PTO
EIN
35-1839187
Phone
7654578101
Address
4223 W 350 N, Kokomo, IN 46901

Signing Officer

Name
Jenny Kelly
Title
Treasurer
Phone
7654578101
Signed
2020-10-12
Discuss with paid preparer
Yes

Preparer

Firm
Rachel K Anthony
Address
620 SANTA FE BLVD, KOKOMO, IN 46901
Preparer
Rachel K Anthony CPA
Phone
7658682837
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 16

“Principal's Discretionary Fund 1863.”

Form 990EZ, Part I, Line 16

“Classroom Expenses 7462.”

Form 990EZ, Part I, Line 16

“Sixth Grade Fund 9648.”

Form 990EZ, Part I, Line 16

“Special Activities Fund 15465.”

Form 990EZ, Part I, Line 16

“Food and Gifts 8321.”

Form 990EZ, Part I, Line 16

“General and Administrative Expenses 700.”

Raw XML Appendix214 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/USAddress/CityNm0Kokomo
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IN
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Jenny Grzegorski
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Talia Ropes
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Jenny Kelly
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Marcy Kistler
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Dedra Stockberger
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Cara Keating
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Volunteer Coordinator
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Room Parent Coordinator
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt043459
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0To enhance educative benefits of students
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Classroom Funds benefit 600 students and 40 staff memebers.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Sixth Grade FundBenefits 100 students
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Principal Discretionary FundBenefits 40 staff members
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3Special Activities & food
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt20
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt30
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt07462
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt19648
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt21863
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt323787
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt054320
IRS990EZ/SpecialEventsNetIncomeLossAmt044996
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0IN
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt043459
IRS990EZ/TotalProgramServiceExpensesAmt042760
IRS990EZ/TotalRevenueAmt045110
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0100
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0321
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0105
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0170
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0696
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt014
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt099316
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt069704
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0434847
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt014
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt019
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt016
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt018
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IRS990ScheduleA/InvestmentIncomeCYPct00.00020
IRS990ScheduleA/InvestmentIncomePYPct00.00020
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
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IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
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IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Cookie Dough Sales
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Boosterthon Fun Run
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt047470
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt037994
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt013231
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Principal's Discretionary Fund 1863.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Classroom Expenses 7462.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Sixth Grade Fund 9648.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Special Activities Fund 15465.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Food and Gifts 8321.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5General and Administrative Expenses 700.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990EZ, Part I, Line 16
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Jenny Kelly
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum07654578101
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-10-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Northwestern Elementary PTO
ReturnHeader/Filer/BusinessNameControlTxt0NORT
ReturnHeader/Filer/EIN0351839187
ReturnHeader/Filer/PhoneNum07654578101
ReturnHeader/Filer/USAddress/AddressLine1Txt04223 W 350 N
ReturnHeader/Filer/USAddress/CityNm0Kokomo
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IN
ReturnHeader/Filer/USAddress/ZIPCd046901
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0RACHEL K ANTHONY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0620 SANTA FE BLVD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0KOKOMO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd046901
ReturnHeader/PreparerPersonGrp/PhoneNum07658682837
ReturnHeader/PreparerPersonGrp/PreparationDt02021-05-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Rachel K Anthony CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02021-05-12T12:14:30-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

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