Civic Intelligence

Shamrock Springs Elementary PTO Inc.

990EZ • Fiscal year 2020 • EIN 35-1933807

Jul 01, 2019 to Jun 30, 2020 • Filed on Sep 18, 2020

747 W 161st StreetWestfield, IN 46074

(317) 574-1401

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 2020

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2020

Net Margin

89th percentile

51%

Higher net margin than 89% of similar nonprofits.

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

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.

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

Asset Growth

91st percentile

145%

Faster asset growth than 91% of similar nonprofits.

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

Revenue Growth

75th percentile

14%

Faster revenue growth than 75% of similar nonprofits.

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

Assets

Up

$35,007

Up $20,695 (+145%) from 2019

Net Assets

Up

$35,007

Up $20,695 (+145%) from 2019

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$40,271

Up $4,821 (+14%) from 2019

Expenses

Down

$19,576

Down $15,293 (-44%) from 2019

Net Income

Up

$20,695

Up $20,114 (+3462%) from 2019

Historical Trend

Balance Sheet Trend

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

$100K$50K$0Assets 2019: $14,312Net Assets 2019: $14,3122019Assets 2020: $35,007Net Assets 2020: $35,0072020Assets 2021: $27,098Net Assets 2021: $27,0982021Assets 2022: $45,383Net Assets 2022: $45,3832022Assets 2023: $80,397Net Assets 2023: $80,3972023Assets 2024: $96,430Liabilities 2024: $0Net Assets 2024: $96,4302024Assets 2025: $87,751Liabilities 2025: $0Net Assets 2025: $87,7512025

Highlighted filing

2020

Assets$35,007
Liabilities-
Net Assets$35,007

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$200K$150K$100K$50K$0-$50KRevenue 2019: $35,450Expenses 2019: $34,869Net Income 2019: $5812019Revenue 2020: $40,271Expenses 2020: $19,576Net Income 2020: $20,6952020Revenue 2021: $26,978Expenses 2021: $25,520Net Income 2021: $1,4582021Revenue 2022: $109,693Expenses 2022: $93,504Net Income 2022: $16,1892022Revenue 2023: $147,342Expenses 2023: $112,328Net Income 2023: $35,0142023Revenue 2024: $171,508Expenses 2024: $155,475Net Income 2024: $16,0332024Revenue 2025: $155,486Expenses 2025: $164,165Net Income 2025: -$8,6792025

Highlighted filing

2020

Revenue$40,271
Expenses$19,576
Net Income$20,695
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Sep 18, 2020
Return Version
2019v5.0
Gross Receipts
$61,860
Mission and Program Overview

Mission

Interaction of parents and teachers for welfare of students.

Program Services

DescriptionGrantsExpenses
TO BE AN EXEMPLARY LEARNING ORGANIZATION FOCUSED ON COLLABORATION, INNOVATION, AND CONTINUOUS GROWTH FOR ALL - PROVIDE IMPRIVED COMMUNICATION BETWEEN SCHOOLS AND HOMES, HELP WITH FUNDRAISING, AND MAKINGTHE SCHOOL A SAFE ENVIRONMENT FOR LEARNING. PROVIDE FINANCIAL SUPPORT FOR GROWTH IN LEARNING.-$17,521
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ASHLEY FORDING ROBINSONTreasurer (C-$0--
LAUREN WALDROUPTreasurer (P-$0--
FARON LUCEVice Preside-$0--
ERIN BOGNARPresident-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fun Run$36,635$36,635$4,340$32,295
Before School E$16,067$16,067$16,112$-45
Total Events$58,684$58,684$20,919$37,765
Filing and Contact Details

Filer

Filer Name
Shamrock Springs Elementary Pto
EIN
35-1933807
Phone
3175741401
Address
747 W 161ST STREET, WESTFIELD, IN 46074

Signing Officer

Name
Ashley Fording Robinson
Title
Treasurer (current)
Phone
3175741401
Signed
2020-09-18

Preparer

Firm
Schaaf CPA Group LLC
Address
110 N UNION ST, WESTFIELD, IN 46074-9459
Preparer
John Schaaf CPA
Phone
3178675427
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

Expenses office expenses 1,703 supplies 352 other exp 2,694 literacy program 2,752 family days 2,085 wish list 1,832 cultural enrichment 1,185 fouth grade 1,000 spring event 750 back to school 638 field trip 1,300 beautification 230 stem 200 homecoming parade 192 playground 103 library enrichment 2,500 total 19,516

Form 990-ez, Part III

Interaction of parents and teachers for welfare of students.

Form 990-ez, Part III, Line 28

To be an exemplary learning organization focused on collaboration, innovation, and continuous growth for all - provide imprived communication between schools and homes, help with fundraising, and makingthe school a safe environment for learning. Provide financial support for growth in learning.

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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3PRESIDENT
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES OFFICE EXPENSES 1,703 SUPPLIES 352 OTHER EXP 2,694 LITERACY PROGRAM 2,752 FAMILY DAYS 2,085 WISH LIST 1,832 CULTURAL ENRICHMENT 1,185 FOUTH GRADE 1,000 SPRING EVENT 750 BACK TO SCHOOL 638 FIELD TRIP 1,300 BEAUTIFICATION 230 STEM 200 HOMECOMING PARADE 192 PLAYGROUND 103 LIBRARY ENRICHMENT 2,500 TOTAL 19,516
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1INTERACTION OF PARENTS AND TEACHERS FOR WELFARE OF STUDENTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2TO BE AN EXEMPLARY LEARNING ORGANIZATION FOCUSED ON COLLABORATION, INNOVATION, AND CONTINUOUS GROWTH FOR ALL - PROVIDE IMPRIVED COMMUNICATION BETWEEN SCHOOLS AND HOMES, HELP WITH FUNDRAISING, AND MAKINGTHE SCHOOL A SAFE ENVIRONMENT FOR LEARNING. PROVIDE FINANCIAL SUPPORT FOR GROWTH IN LEARNING.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III, LINE 28
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY, OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT. THE ORGANIZATION DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY, OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02022-02-16 14:24:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0ASHLEY FORDING ROBINSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER (CURRENT)
ReturnHeader/BusinessOfficerGrp/PhoneNum03175741401
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-09-18
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SHAMROCK SPRINGS ELEMENTARY PTO
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0INC
ReturnHeader/Filer/BusinessNameControlTxt0SHAM
ReturnHeader/Filer/EIN0351933807
ReturnHeader/Filer/PhoneNum03175741401
ReturnHeader/Filer/USAddress/AddressLine1Txt0747 W 161ST STREET
ReturnHeader/Filer/USAddress/CityNm0WESTFIELD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IN
ReturnHeader/Filer/USAddress/ZIPCd046074
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId046B048F677DC2CB78C0D8DDC4B0314314CC80DEC
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ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt098.223.226.6
ReturnHeader/FilingSecurityInformation/IPDt02020-09-21
ReturnHeader/FilingSecurityInformation/IPTm010:50:35
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0261329302
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SCHAAF CPA GROUP LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0110 N UNION ST
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0460749459
ReturnHeader/PreparerPersonGrp/PhoneNum03178675427
ReturnHeader/PreparerPersonGrp/PreparationDt02020-09-21
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN SCHAAF CPA
ReturnHeader/ReturnTs02020-09-24T10:40:47-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

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