Civic Intelligence

Shamrock Springs Elementary PTO Inc.

990EZ • Fiscal year 2022 • EIN 35-1933807

Jul 01, 2021 to Jun 30, 2022 • Filed on Nov 15, 2022

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 2022

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2022

Net Margin

65th percentile

15%

Higher net margin than 65% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

87th percentile

67%

Faster asset growth than 87% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

94th percentile

307%

Faster revenue growth than 94% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Assets

Up

$45,383

Up $18,285 (+67%) from 2021

Net Assets

Up

$45,383

Up $18,285 (+67%) from 2021

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$109,693

Up $82,715 (+307%) from 2021

Expenses

Up

$93,504

Up $67,984 (+266%) from 2021

Net Income

Up

$16,189

Up $14,731 (+1010%) from 2021

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

2022

Assets$45,383
Liabilities-
Net Assets$45,383

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

2022

Revenue$109,693
Expenses$93,504
Net Income$16,189
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Nov 15, 2022
Return Version
2021v4.0
Gross Receipts
$136,556
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.-$93,504
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ALLISON SPALDINGPresident-$0--
JILL ANTOSKIEWICZVice Preside-$0--
CHRISTY GELBACKCurrent Trea-$0--
ASHLEY FORDING ROBINSONFormer Treas-$0--
BROOKE VANDEGRIFFSecretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Other Fundraisi$34,409$34,409$20,915$13,494
Fun Run$31,088$31,088$4,097$26,991
Total Events$65,497$65,497$25,012$40,485
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
Christy Gelback
Title
Current Treasurer
Phone
3175741401
Signed
2022-11-15

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 wish list 5,283 fouth grade 425 playground 463 district wide initiative 200 field day 3,300 bank fees 12 nature center 213 library 3,967 counselors fund 109 holiday show 900 after school enrichment 54,072 council expenses 7,346 cub scout expenses 8,884 total 85,174

Form 990-ez, Part I, Line 20

Prior period adjustment 2,096

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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES WISH LIST 5,283 FOUTH GRADE 425 PLAYGROUND 463 DISTRICT WIDE INITIATIVE 200 FIELD DAY 3,300 BANK FEES 12 NATURE CENTER 213 LIBRARY 3,967 COUNSELORS FUND 109 HOLIDAY SHOW 900 AFTER SCHOOL ENRICHMENT 54,072 COUNCIL EXPENSES 7,346 CUB SCOUT EXPENSES 8,884 TOTAL 85,174
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PRIOR PERIOD ADJUSTMENT 2,096
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2INTERACTION OF PARENTS AND TEACHERS FOR WELFARE OF STUDENTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3TO 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 I, LINE 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 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/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0CHRISTY GELBACK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CURRENT TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum03175741401
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-15
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/PreparerFirmGrp/PreparerFirmEIN0261329302
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SCHAAF CPA GROUP LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0110 N UNION ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WESTFIELD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0460749459
ReturnHeader/PreparerPersonGrp/PhoneNum03178675427
ReturnHeader/PreparerPersonGrp/PreparationDt02022-08-23
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN SCHAAF CPA
ReturnHeader/ReturnTs02022-08-29T11:28:09-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0CHRISTY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0GELBACK
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

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