Civic Intelligence

Northwestern Elementary PTO

990EZ • Fiscal year 2015 • EIN 35-1839187

Jul 01, 2014 to Jun 30, 2015 • Filed on Oct 28, 2015

Organization ProfileN/A
4223 W 350 NKokomo, IN 46901

(765) 457-8101

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 2015

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2015

Net Margin

25th percentile

-8.0%

Higher net margin than 25% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

35th percentile

-5.5%

Faster asset growth than 35% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

25th percentile

-18%

Faster revenue growth than 25% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$28,087

Down $1,626 (-5.5%) from 2014

Net Assets

Down

$28,087

Down $1,626 (-5.5%) from 2014

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin25th percentile

Revenue

Down

$20,213

Down $4,531 (-18%) from 2014

Expenses

Up

$21,839

Up $2,581 (+13%) from 2014

Net Income

Down

-$1,626

Down $7,112 (-130%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth35th percentile

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

$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

2015

Assets$28,087
Liabilities-
Net Assets$28,087
Open 2015 Filing

Operations Trend

Revenue Growth25th percentile

Revenue, expenses, and net income across loaded years, with this 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

2015

Revenue$20,213
Expenses$21,839
Net Income-$1,626
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Oct 28, 2015
Return Version
2014v5.0
Gross Receipts
$69,587
Mission and Program Overview

Mission

To enhance educative benefits of students

Program Services

DescriptionGrantsExpenses
SIXTH GRADE FUND BENEFITS 100 STUDENTS-$6,124
TEACHER DISCRETIONARY FUNDS AND GRADE LEVEL REQUESTS BENEFITS 600 STUDENTS AND 40 STAFF MEMEBERS-$5,653
PRINCIPAL DISCRETIONARY FUND BENEFITS 40 STAFF MEMBERS-$1,649
Special Activities & food-$1,592
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
AMANDA YADZANIPresident-$0--
MARCY KISTLERVice President-$0--
JODIE SCHMITTTreasurer-$0--
HEIDI CLARKSecretary-$0--
RACHEL PEELLEVolunteer Coordinator-$0--
BROOKLYNN HELMLERoom Parent Coordinator-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Cookie Dough Sales$43,199$43,199$27,384$15,815
Book Fair$12,275$12,275$12,307$-32
Total Events$63,355$63,355$47,836$15,519
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
Jodie Schmitt
Title
Current Treasurer
Phone
7654578101
Signed
2015-10-28
Discuss with paid preparer
Yes

Preparer

Firm
Rachel K Anthony
Address
620 SANTA FE BLVD, KOKOMO, IN 46901-7023
Preparer
Rachel Anthony
Phone
7658682837
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 16

“Principal's discretionary fund 1649. Teachers' discretionary fund 5653. Grade level requests 1072. Sixth grade fund 6124. Special activities fund 158. Food and gifts 1434. Accounting 12. Misc exp 5537.”

Raw XML Appendix181 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/PersonNm0JODIE SCHMITT
IRS990EZ/BooksInCareOfDetail/PhoneNum07654383835
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Kokomo
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IN
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd046901
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0AMANDA YADZANI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MARCY KISTLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JODIE SCHMITT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3HEIDI CLARK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4RACHEL PEELLE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5BROOKLYNN HELMLE
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/OtherExpensesTotalAmt021639
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0To enhance educative benefits of students
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TEACHER DISCRETIONARY FUNDS AND GRADE LEVEL REQUESTS BENEFITS 600 STUDENTS AND 40 STAFF MEMEBERS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1SIXTH GRADE FUND BENEFITS 100 STUDENTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2PRINCIPAL DISCRETIONARY FUND BENEFITS 40 STAFF MEMBERS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3Special Activities & food
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt05653
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt16124
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt21649
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt31592
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt049374
IRS990EZ/SpecialEventsNetIncomeLossAmt019856
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt021839
IRS990EZ/TotalProgramServiceExpensesAmt015018
IRS990EZ/TotalRevenueAmt020213
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0335
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0600
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0425
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt025
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt01385
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt022
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt032
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt025
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt014
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt018
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0111
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt069230
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt067724
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt078541
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt057214
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt072989
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0345698
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt022
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt032
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt025
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt014
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt018
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0111
IRS990ScheduleA/InvestmentIncomeCYPct00.00030
IRS990ScheduleA/InvestmentIncomePYPct00.00030
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
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IRS990ScheduleA/PublicSupportTotal170Amt00
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IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt069565
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt068324
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt073014
IRS990ScheduleA/Total509Grp/TotalAmt0347083
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0347194
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IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Cookie Dough Sales
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Book Fair
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt043199
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt012275
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt07881
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt063355
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt043199
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt012275
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt07881
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt063355
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt015519
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt08145
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IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt027384
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt012307
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PRINCIPAL'S DISCRETIONARY FUND 1649. TEACHERS' DISCRETIONARY FUND 5653. GRADE LEVEL REQUESTS 1072. SIXTH GRADE FUND 6124. SPECIAL ACTIVITIES FUND 158. FOOD AND GIFTS 1434. ACCOUNTING 12. MISC EXP 5537.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 16
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JODIE SCHMITT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CURRENT TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07654578101
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-10-28
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/ZIPCd0469017023
ReturnHeader/PreparerPersonGrp/PhoneNum07658682837
ReturnHeader/PreparerPersonGrp/PreparationDt02015-10-28
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RACHEL ANTHONY
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02015-11-29T15:27:33-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$28,087
Liabilities
-
Net assets
$28,087
Revenue
$20,213
Expenses
$21,839
Net income
-$1,626
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