Civic Intelligence

Northwestern Elementary PTO

990EZ • Fiscal year 2014 • EIN 35-1839187

Jul 01, 2013 to Jun 30, 2014 • Filed on Nov 07, 2014

Organization ProfileN/A
4223 W 350 N46901

(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 2014

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2014

Net Margin

79th percentile

22%

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

74th percentile

23%

Faster asset growth than 74% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

57th percentile

6.3%

Faster revenue growth than 57% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$29,713

Up $5,486 (+23%) from 2013

Net Assets

Up

$29,713

Up $5,486 (+23%) from 2013

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin79th percentile

Revenue

Up

$24,744

Up $1,459 (+6.3%) from 2013

Expenses

Up

$19,258

Up $1,824 (+10%) from 2013

Net Income

Down

$5,486

Down $365 (-6.2%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth74th 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

2014

Assets$29,713
Liabilities-
Net Assets$29,713
Open 2014 Filing

Operations Trend

Revenue Growth57th 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

2014

Revenue$24,744
Expenses$19,258
Net Income$5,486
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Nov 7, 2014
Return Version
2013v4.0
Gross Receipts
$68,356
Mission and Program Overview

Mission

To enhance educative benefits of students

Program Services

DescriptionGrantsExpenses
SIXTH GRADE FUND BENEFITS 100 STUDENTS-$6,002
TEACHER DISCRETIONARY FUNDS AND GRADE LEVEL REQUESTS BENEFITS 600 STUDENTS AND 40 STAFF MEMEBERS-$4,511
PRINCIPAL DISCRETIONARY FUND BENEFITS 40 STAFF MEMBERS-$3,955
Special Activities & food-$2,396
Compensation and Service Providers
Top Officer Pay74th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
AMANDA YADZANIPresident-$0--
HEIDI CLARKVice President-$0--
KATHLEEN KEPPNERTreasurer-$0--
MARCY KISTLERSecretary-$0--
RACHEL PEELLEVolunteer Coordinator-$0--
BROOKLYNN HELMLERoom Parent Coordinator-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$46,301$46,301$28,468$17,833
Event 2$7,873$7,873$8,517$-644
Total Events$66,407$66,407$43,170$23,237
Filing and Contact Details

Filer

EIN
35-1839187
Phone
7654578101

Signing Officer

Name
Jodie Schmidt
Title
Treasurer, 2014-2015
Phone
7654578101
Signed
2014-11-07
Discuss with paid preparer
Yes

Preparer

Preparer
Rachel Anthony
Phone
7658682837
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 16

“Principal's discretionary fund 3955. Teachers' discretionary fund 4062. Grade level requests 448. Sixth grade fund 6002. Special activities fund 640. Food and gifts 1755. Accounting 200. Misc exp 2196.”

Raw XML Appendix180 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/PhoneNum07654383835
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IRS990EZ/BooksInCareOfDetail/USAddress/City0Kokomo
IRS990EZ/BooksInCareOfDetail/USAddress/State0IN
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode046901
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt024227
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IRS990EZ/LobbyingActivitiesInd0false
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IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt40.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0AMANDA YADZANI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1HEIDI CLARK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2KATHLEEN KEPPNER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MARCY KISTLER
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/OtherExpensesTotalAmt019258
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/ProgramServiceExpensesAmt04511
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt16002
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt23955
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt32396
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt043612
IRS990EZ/SpecialEventsNetIncomeLossAmt024112
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt019258
IRS990EZ/TotalProgramServiceExpensesAmt016864
IRS990EZ/TotalRevenueAmt024744
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0600
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0425
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt025
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt035
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt01085
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt032
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt025
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt014
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt018
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt021
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0110
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt067724
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt078541
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt057214
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt072989
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt059372
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0335840
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt032
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt025
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt014
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt018
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt021
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0110
IRS990ScheduleA/InvestmentIncomeCYPct00.00030
IRS990ScheduleA/InvestmentIncomePYPct00.00040
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct00.99970
IRS990ScheduleA/PublicSupportPY509Pct00.99960
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt0336925
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt068324
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt078966
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt073014
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt059407
IRS990ScheduleA/Total509Grp/TotalAmt0336925
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0337035
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt043170
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt046301
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt07873
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt012233
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt066407
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt046301
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt07873
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt012233
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt066407
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent1Amt0Cookie Dough Sales
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent2Amt0Book Fair
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt023237
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt06185
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt043170
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt028468
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt08517
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt02
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PRINCIPAL'S DISCRETIONARY FUND 3955. TEACHERS' DISCRETIONARY FUND 4062. GRADE LEVEL REQUESTS 448. SIXTH GRADE FUND 6002. SPECIAL ACTIVITIES FUND 640. FOOD AND GIFTS 1755. ACCOUNTING 200. MISC EXP 2196.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 16
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JODIE SCHMIDT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER, 2014-2015
ReturnHeader/BusinessOfficerGrp/PhoneNum07654578101
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-11-07
ReturnHeader/Filer/BusinessName/BusinessNameLine10Northwestern Elementary PTO
ReturnHeader/Filer/BusinessNameControlTxt0NORT
ReturnHeader/Filer/EIN0351839187
ReturnHeader/Filer/PhoneNum07654578101
ReturnHeader/Filer/USAddress/AddressLine104223 W 350 N
ReturnHeader/Filer/USAddress/City0Kokomo
ReturnHeader/Filer/USAddress/State0IN
ReturnHeader/Filer/USAddress/ZIPCode046901
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10RACHEL K ANTHONY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10620 SANTA FE BLVD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0KOKOMO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0IN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0469017023
ReturnHeader/PreparerPersonGrp/PhoneNum07658682837
ReturnHeader/PreparerPersonGrp/PreparationDt02015-02-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RACHEL ANTHONY
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02015-02-12T14:12:20-08:00
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
$29,713
Liabilities
-
Net assets
$29,713
Revenue
$24,744
Expenses
$19,258
Net income
$5,486
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