Civic Intelligence

Northwestern Elementary PTO

990EZ • Fiscal year 2017 • EIN 35-1839187

Jul 01, 2016 to Jun 30, 2017 • Filed on Sep 20, 2017

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 2017

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2017

Net Margin

15th percentile

-21%

Higher net margin than 15% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

22nd percentile

-18%

Faster asset growth than 22% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

62nd percentile

9.7%

Faster revenue growth than 62% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Down

$22,230

Down $4,828 (-18%) from 2016

Net Assets

Down

$22,230

Down $4,828 (-18%) from 2016

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$23,341

Up $2,066 (+9.7%) from 2016

Expenses

Up

$28,169

Up $5,865 (+26%) from 2016

Net Income

Down

-$4,828

Down $3,799 (-369%) from 2016

Historical Trend

Balance Sheet Trend

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

2017

Assets$22,230
Liabilities-
Net Assets$22,230

Operations Trend

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

2017

Revenue$23,341
Expenses$28,169
Net Income-$4,828
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Sep 20, 2017
Return Version
2016v3.0
Gross Receipts
$77,207
Mission and Program Overview

Mission

To enhance educative benefits of students

Program Services

DescriptionGrantsExpenses
CLASSROOM FUNDS BENEFIT 600 STUDENTS AND 40 STAFF MEMEBERS.-$14,429
SIXTH GRADE FUND BENEFITS 100 STUDENTS-$7,264
Special Activities & food-$4,569
PRINCIPAL DISCRETIONARY FUND BENEFITS 40 STAFF MEMBERS-$1,630
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARCY KISTLERPresident-$0--
JENNY KELLYVice President-$0--
JODIE SCHMITTTreasurer-$0--
HEIDI CLARKSecretary-$0--
RACHEL PEELLEVolunteer Coordinator-$0--
CARA KEATINGRoom Parent Coordinator-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Cookie Dough Sales$55,482$55,482$34,965$20,517
Book Fair$12,865$12,865$12,964$-99
Total Events$74,668$74,668$53,662$21,006
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
Treasurer
Phone
7654578101
Signed
2017-09-20
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 1630.

Form 990EZ, Part I, Line 16

Classroom Expenses 14428.

Form 990EZ, Part I, Line 16

Sixth Grade Fund 7264.

Form 990EZ, Part I, Line 16

Special Activities Fund 2439.

Form 990EZ, Part I, Line 16

Food and Gifts 2130.

Form 990EZ, Part I, Line 16

General and Administrative Expenses 78.

Raw XML Appendix198 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/CityNm0Kokomo
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IN
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd046901
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IRS990EZ/ForeignFinancialAccountInd0false
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IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
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IRS990EZ/InfoInScheduleOPartIInd0X
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IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MARCY KISTLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JENNY KELLY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JODIE SCHMITT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3HEIDI CLARK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4RACHEL PEELLE
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/OtherExpensesTotalAmt027969
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 FUND BENEFITS 100 STUDENTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2PRINCIPAL DISCRETIONARY FUND BENEFITS 40 STAFF MEMBERS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3Special Activities & food
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt014429
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt17264
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt21630
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt34569
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt053866
IRS990EZ/SpecialEventsNetIncomeLossAmt023155
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0IN
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt028169
IRS990EZ/TotalProgramServiceExpensesAmt027892
IRS990EZ/TotalRevenueAmt023341
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0170
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0335
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0600
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0425
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt01530
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt016
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt018
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt022
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt032
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt025
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0113
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt077207
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt069704
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt069230
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt067724
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt078541
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0362406
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt016
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt018
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt022
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt032
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt025
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0113
IRS990ScheduleA/InvestmentIncomeCYPct00.00030
IRS990ScheduleA/InvestmentIncomePYPct00.00030
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct00.99970
IRS990ScheduleA/PublicSupportPY509Pct00.99970
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt0363936
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt077377
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt069704
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt069565
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt068324
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt078966
IRS990ScheduleA/Total509Grp/TotalAmt0363936
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0364049
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt053662
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Cookie Dough Sales
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Book Fair
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt055482
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt012865
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt06321
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt074668
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt055482
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt012865
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt06321
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt074668
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt021006
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt05733
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt053662
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt034965
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt012964
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Principal's Discretionary Fund 1630.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Classroom Expenses 14428.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Sixth Grade Fund 7264.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Special Activities Fund 2439.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Food and Gifts 2130.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5General and Administrative Expenses 78.
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/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JODIE SCHMITT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07654578101
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-09-20
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
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ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0108.251.46.60
ReturnHeader/FilingSecurityInformation/IPDt02017-10-31
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm013:25:24
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/PreparerPersonNm0RACHEL ANTHONY
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02017-10-31T13:26:19-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

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