Civic Intelligence

Northwestern Elementary PTO

990EZ • Fiscal year 2018 • EIN 35-1839187

Jul 01, 2017 to Jun 30, 2018 • Filed on Nov 03, 2018

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 2018

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2018

Net Margin

49th percentile

2.7%

Higher net margin than 49% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

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.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

53rd percentile

3.2%

Faster asset growth than 53% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

65th percentile

11%

Faster revenue growth than 65% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Up

$22,936

Up $706 (+3.2%) from 2017

Net Assets

Up

$22,936

Up $706 (+3.2%) from 2017

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$26,019

Up $2,678 (+11%) from 2017

Expenses

Down

$25,313

Down $2,856 (-10%) from 2017

Net Income

Up

$706

Up $5,534 (+115%) from 2017

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

2018

Assets$22,936
Liabilities-
Net Assets$22,936

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

2018

Revenue$26,019
Expenses$25,313
Net Income$706
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Nov 3, 2018
Return Version
2017v2.2
Gross Receipts
$74,878
Mission and Program Overview

Mission

To enhance educative benefits of students

Program Services

DescriptionGrantsExpenses
CLASSROOM FUNDS BENEFIT 600 STUDENTS AND 40 STAFF MEMEBERS.-$8,596
SIXTH GRADE FUND BENEFITS 100 STUDENTS-$8,267
Special Activities & food-$4,370
PRINCIPAL DISCRETIONARY FUND BENEFITS 40 STAFF MEMBERS-$3,580
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JENNY GRZEGORSKIPresident-$0--
JENNY KELLYVice President-$0--
JODIE SCHMITTTreasurer-$0--
TALIA ROPESSecretary-$0--
DEDRA STOCKBERGERVolunteer Coordinator-$0--
CARA KEATINGRoom Parent Coordinator-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Cookie Dough Sales$60,509$60,509$36,299$24,210
Book Fair$12,477$12,477$12,560$-83
Total Events$72,986$72,986$48,859$24,127
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
2018-11-03
Discuss with paid preparer
Yes

Preparer

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

Additional Explanations

Form 990EZ, Part I, Line 16

Principal's Discretionary Fund 3580.

Form 990EZ, Part I, Line 16

Classroom Expenses 8596.

Form 990EZ, Part I, Line 16

Sixth Grade Fund 8268.

Form 990EZ, Part I, Line 16

Special Activities Fund 1742.

Form 990EZ, Part I, Line 16

Food and Gifts 2765.

Form 990EZ, Part I, Line 16

General and Administrative Expenses 162.

Raw XML Appendix196 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
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0103 S 440 W
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Kokomo
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IN
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd046901
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt022230
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt022936
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0105
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0706
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0200
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt022230
IRS990EZ/Form990TotalAssetsGrp/EOYAmt022936
IRS990EZ/FundraisingGrossIncomeAmt074756
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt074878
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt017
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt022230
IRS990EZ/NetAssetsOrFundBalancesEOYAmt022936
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt022230
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt40.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt50.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JENNY GRZEGORSKI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JENNY KELLY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JODIE SCHMITT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3TALIA ROPES
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/OtherExpensesTotalAmt025113
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/ProgramServiceExpensesAmt08596
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt18267
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt23580
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt34370
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt048859
IRS990EZ/SpecialEventsNetIncomeLossAmt025897
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0IN
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt025313
IRS990EZ/TotalProgramServiceExpensesAmt024813
IRS990EZ/TotalRevenueAmt026019
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0105
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0170
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0335
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0600
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt01210
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt017
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt016
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt018
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt022
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt032
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0105
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt074755
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt077207
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt069704
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt069230
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt067724
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0358620
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt017
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt016
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt018
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt022
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt032
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0105
IRS990ScheduleA/InvestmentIncomeCYPct00.00030
IRS990ScheduleA/InvestmentIncomePYPct00.00030
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct00.99970
IRS990ScheduleA/PublicSupportPY509Pct00.99970
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt0359830
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt074860
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt077377
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt069704
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt069565
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt068324
IRS990ScheduleA/Total509Grp/TotalAmt0359830
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0359935
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt048859
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Cookie Dough Sales
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Book Fair
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt060509
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt012477
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt072986
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt060509
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt012477
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt072986
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt024127
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt048859
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt036299
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt012560
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Principal's Discretionary Fund 3580.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Classroom Expenses 8596.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Sixth Grade Fund 8268.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Special Activities Fund 1742.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Food and Gifts 2765.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5General and Administrative Expenses 162.
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/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JODIE SCHMITT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07654578101
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-03
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/FilingSecurityInformation/AtSubmissionCreationDeviceId0E7D7AFF512F3A86882994991A2800F0F031A9E3E
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0E7D7AFF512F3A86882994991A2800F0F031A9E3E
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0108.251.46.60
ReturnHeader/FilingSecurityInformation/IPDt02018-12-20
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm012:01:06
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/PreparationDt02018-12-20
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RACHEL K ANTHONY CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-12-20T12:01:14-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

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