Civic Intelligence

Jane Ball PTO

990EZ • Fiscal year 2018 • EIN 35-1936918

Aug 01, 2017 to Jul 31, 2018 • Filed on Jun 14, 2019

Organization ProfileN/A
13313 Parrish AveCedar Lake, IN 46303

(219) 374-3700

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

85th percentile

33%

Higher net margin than 85% of similar nonprofits.

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

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.

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

Asset Growth

85th percentile

53%

Faster asset growth than 85% of similar nonprofits.

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

Revenue Growth

61st percentile

8.9%

Faster revenue growth than 61% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$23,661

Up $8,170 (+53%) from 2017

Net Assets

Up

$23,661

Up $8,170 (+53%) from 2017

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin85th percentile

Revenue

Up

$24,934

Up $2,036 (+8.9%) from 2017

Expenses

Down

$16,764

Down $6,235 (-27%) from 2017

Net Income

Up

$8,170

Up $8,271 (+8189%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth85th percentile

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

$30K$20K$10K$0Assets 2013: $9,307Net Assets 2013: $9,3072013Assets 2014: $12,383Net Assets 2014: $12,3832014Assets 2015: $12,740Net Assets 2015: $12,7402015Assets 2016: $15,592Net Assets 2016: $15,5922016Assets 2017: $15,491Net Assets 2017: $15,4912017Assets 2018: $23,661Net Assets 2018: $23,6612018

Highlighted filing

2018

Assets$23,661
Liabilities-
Net Assets$23,661
Open 2018 Filing

Operations Trend

Revenue Growth61st percentile

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

$30K$20K$10K$0-$10KRevenue 2013: $23,555Expenses 2013: $20,597Net Income 2013: $2,9582013Revenue 2014: $23,002Expenses 2014: $19,926Net Income 2014: $3,0762014Revenue 2015: $20,554Expenses 2015: $20,197Net Income 2015: $3572015Revenue 2016: $18,129Expenses 2016: $15,277Net Income 2016: $2,8522016Revenue 2017: $22,898Expenses 2017: $22,999Net Income 2017: -$1012017Revenue 2018: $24,934Expenses 2018: $16,764Net Income 2018: $8,1702018

Highlighted filing

2018

Revenue$24,934
Expenses$16,764
Net Income$8,170
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2017 to Jul 31, 2018
Signed
Jun 14, 2019
Return Version
2017v2.2
Gross Receipts
$71,686
Mission and Program Overview

Mission

To aid students and teachers

Program Services

DescriptionGrantsExpenses
PTO SPONSORS EDUCATIONAL RELATED ACTIVITIES SUCH AS HONOR ROLL FUNCTIONS, CHALLENGER, DARE AND WEEKLY READER PROGRAMS BENEFITTING STUDENTS-$7,606
PTO PROVIDES AID TO TEACHERS IN THE FORM OF EDUCATIONAL SUPPLIES, EQUIPMENT AND BOOKS FOR CLASSES AND AID FOR THE BENEFIT OF JANE BALL STUDENTS-$5,113
PTO SPONSORS SOCIAL ACTIVITIES AIMED AT STUDENT DEVELOPMENT WITHIN THE COMMUNITY SUCH AS DANCES, SKATING PARTIES LUNCHEONS, OUTDOOR ACTIVITIES AND OTHER SOCIAL EVENTS-$1,184
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ERIN HILLEBOLDPresident-$0--
KATIE TRISTANVice President-$0--
ALLIE WORNHOFFSecretary-$0--
SHANNON REMALYTreasurer-$0--
CANDACE SCOTTFundraising Coordinator-$0--
LORI CASTENVolunteer Coordinator-$0--
LISA O'CONNELLBox Tops Coordinator-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Book Fair----
Fall Fundraiser----
Filing and Contact Details

Filer

Filer Name
Jane Ball Pto
EIN
35-1936918
Phone
2193743700
Address
13313 PARRISH AVE, CEDAR LAKE, IN 46303

Signing Officer

Name
Katie Tristan
Title
Vice President
Phone
2193743700
Signed
2019-06-14
Discuss with paid preparer
Yes

Preparer

Firm
Markowitz and Associates Ltd
Address
17648 Morse Street, Lowell, IN 46356
Preparer
Steven J Markowitz
Phone
2196962200
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 16

“Education supplies-aid to teachers 5113.”

Form 990EZ, Part I, Line 16

“Educational activities 7606.”

Form 990EZ, Part I, Line 16

“SOCIAL ACTIVITIES 1184.”

Form 990EZ, Part I, Line 16

“Office expenses and supplies 2206.”

Form 990EZ, Part I, Line 16

“INSURANCE 355.”

Form 990EZ, Part I, Line 16

“TAX PREPARATION 300.”

Raw XML Appendix171 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0SHANNON REMALY
IRS990EZ/BooksInCareOfDetail/PhoneNum02193743700
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt013313 Parrish Ave
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Cedar Lake
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IN
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd046303
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt015491
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt023661
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt00
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt08170
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt015491
IRS990EZ/Form990TotalAssetsGrp/EOYAmt023661
IRS990EZ/FundraisingGrossIncomeAmt071686
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt071686
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt015491
IRS990EZ/NetAssetsOrFundBalancesEOYAmt023661
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt015491
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt023661
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt03.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt13.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt23.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt33.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt43.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt53.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt63.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ERIN HILLEBOLD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1KATIE TRISTAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ALLIE WORNHOFF
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3SHANNON REMALY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4CANDACE SCOTT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5LORI CASTEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6LISA O'CONNELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Fundraising Coordinator
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Volunteer Coordinator
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Box Tops Coordinator
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt016764
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO AID STUDENTS AND TEACHERS
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PTO PROVIDES AID TO TEACHERS IN THE FORM OF EDUCATIONAL SUPPLIES, EQUIPMENT AND BOOKS FOR CLASSES AND AID FOR THE BENEFIT OF JANE BALL STUDENTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1PTO SPONSORS EDUCATIONAL RELATED ACTIVITIES SUCH AS HONOR ROLL FUNCTIONS, CHALLENGER, DARE AND WEEKLY READER PROGRAMS BENEFITTING STUDENTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2PTO SPONSORS SOCIAL ACTIVITIES AIMED AT STUDENT DEVELOPMENT WITHIN THE COMMUNITY SUCH AS DANCES, SKATING PARTIES LUNCHEONS, OUTDOOR ACTIVITIES AND OTHER SOCIAL EVENTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt05113
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt17606
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt21184
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt046752
IRS990EZ/SpecialEventsNetIncomeLossAmt024934
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0IN
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt016764
IRS990EZ/TotalProgramServiceExpensesAmt013903
IRS990EZ/TotalRevenueAmt024934
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt01957
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt02010
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt03967
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt071686
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt061769
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt058790
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt070530
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt079504
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0342279
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt0346246
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt071686
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt061769
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt058790
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt072487
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt081514
IRS990ScheduleA/Total509Grp/TotalAmt0346246
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0346246
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Fall Fundraiser
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Book Fair
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EDUCATION SUPPLIES-AID TO TEACHERS 5113.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EDUCATIONAL ACTIVITIES 7606.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2SOCIAL ACTIVITIES 1184.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3OFFICE EXPENSES AND SUPPLIES 2206.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4INSURANCE 355.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5TAX PREPARATION 300.
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/PersonNm0KATIE TRISTAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02193743700
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-06-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JANE BALL PTO
ReturnHeader/Filer/BusinessNameControlTxt0JANE
ReturnHeader/Filer/EIN0351936918
ReturnHeader/Filer/PhoneNum02193743700
ReturnHeader/Filer/USAddress/AddressLine1Txt013313 PARRISH AVE
ReturnHeader/Filer/USAddress/CityNm0CEDAR LAKE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IN
ReturnHeader/Filer/USAddress/ZIPCd046303
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0A4B0D0AC7B8D69E0AA11ADF7DE552BA86C1710E0
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0A4B0D0AC7B8D69E0AA11ADF7DE552BA86C1710E0
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt045.31.243.227
ReturnHeader/FilingSecurityInformation/IPDt02019-06-14
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm013:35:26
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Markowitz and Associates Ltd
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt017648 Morse Street
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Lowell
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd046356
ReturnHeader/PreparerPersonGrp/PhoneNum02196962200
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEVEN J MARKOWITZ
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02019-06-14T13:35:37-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-08-01
ReturnHeader/TaxPeriodEndDt02018-07-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$23,661
Liabilities
-
Net assets
$23,661
Revenue
$24,934
Expenses
$16,764
Net income
$8,170
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2018Detailed filing. Detailed filing data is available for this year.$23.7$23.7$24.9$16.8$8.17
2017Detailed filing. Detailed filing data is available for this year.$15.5$15.5$22.9$23.0$0.10
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$15.6$15.6$18.1$15.3$2.85
2015Detailed filing. Detailed filing data is available for this year.$12.7$12.7$20.6$20.2$0.36
2014Detailed filing. Detailed filing data is available for this year.$12.4$12.4$23.0$19.9$3.08
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.31$9.31$23.6$20.6$2.96