Civic Intelligence

Belzer Middle School Parent Faculty Organization Inc.

990EZ • Fiscal year 2017 • EIN 35-1959205

Jul 01, 2016 to Jun 30, 2017 • Filed on Oct 15, 2018

7555 E 56th StreetIndianapolis, IN 46226-1358

(317) 964-6200

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

56th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

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

Liabilities / Revenue

56th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

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

Net Margin

12th percentile

-29%

Higher net margin than 12% 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

23rd percentile

-16%

Faster asset growth than 23% of similar nonprofits.

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

Revenue Growth

20th percentile

-24%

Faster revenue growth than 20% of similar nonprofits.

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

Assets

Down

$26,969

Down $5,087 (-16%) from 2016

Net Assets

Down

$26,969

Down $5,087 (-16%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Down

$17,136

Down $5,453 (-24%) from 2016

Expenses

Up

$22,190

Up $9,830 (+80%) from 2016

Net Income

Down

-$5,054

Down $15,283 (-149%) from 2016

Historical Trend

Balance Sheet Trend

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

$40K$30K$20K$10K$0Assets 2011: $11,431Liabilities 2011: $0Net Assets 2011: $11,4312011Assets 2012: $14,212Liabilities 2012: $0Net Assets 2012: $14,2122012Assets 2013: $20,496Liabilities 2013: $0Net Assets 2013: $20,4962013Assets 2014: $21,489Liabilities 2014: $0Net Assets 2014: $21,4892014Assets 2015: $21,827Liabilities 2015: $0Net Assets 2015: $21,8272015Assets 2016: $32,056Liabilities 2016: $0Net Assets 2016: $32,0562016Assets 2017: $26,969Liabilities 2017: $0Net Assets 2017: $26,9692017Assets 2018: $25,024Liabilities 2018: $0Net Assets 2018: $25,0242018

Highlighted filing

2017

Assets$26,969
Liabilities$0
Net Assets$26,969

Operations Trend

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

$30K$20K$10K$0-$10KRevenue 2011: $22,289Expenses 2011: $24,601Net Income 2011: -$2,3122011Revenue 2012: $24,581Expenses 2012: $21,800Net Income 2012: $2,7812012Revenue 2013: $22,395Expenses 2013: $16,111Net Income 2013: $6,2842013Revenue 2014: $19,468Expenses 2014: $18,475Net Income 2014: $9932014Revenue 2015: $20,192Expenses 2015: $19,854Net Income 2015: $3382015Revenue 2016: $22,589Expenses 2016: $12,360Net Income 2016: $10,2292016Revenue 2017: $17,136Expenses 2017: $22,190Net Income 2017: -$5,0542017Revenue 2018: $7,080Expenses 2018: $9,025Net Income 2018: -$1,9452018

Highlighted filing

2017

Revenue$17,136
Expenses$22,190
Net Income-$5,054
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Oct 15, 2018
Return Version
2016v3.0
Gross Receipts
$37,681
Mission and Program Overview

Mission

Education Enhancement

Program Services

DescriptionGrantsExpenses
Educational Assistance to Belzer Middle School-$18,030
Administrative and Program Support Staff Development and Supplies-$2,414
Awards Recognition and Appreciation of Students and Staff-$1,746
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
John DeweyPresident-$0--
MaryAnn OHaraSecretary-$0--
Anne CunninghamTreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Apple$33,560$33,560$18,404$15,156
Total Events$37,676$37,676$20,545$17,131
Filing and Contact Details

Filer

Filer Name
Belzer Middle School PFO
EIN
35-1959205
Address
7555 E 56th Street, Indianapolis, IN 46226-1358

Signing Officer

Name
Anne Cunningham
Title
Treasurer
Phone
3179646200
Signed
2018-10-15
Discuss with paid preparer
No

Preparer

Firm
Ball Bookkeeping and Tax
Address
8155 Alamosa Drive, Indianapolis, IN 46236
Preparer
Holly Ball
Phone
3178748995
Supplemental Narrative

Additional Explanations

List of grants and similar amounts paid Part I line 10

Activity Staff and Teacher Support Grantee Belzer Middle School Teachers Street 7555 E. 56th Street City, State, Zip Indianapolis, IN 46226Relationship Staff, Teachers Amount 1,747Activity Teachers Activities and Supplies Grantee Belzer Middle School Street 7555 E. 56th Street City, State, Zip Indianapolis, IN 46226Relationship Classrooms Amount 18,030Activity Student Activities Grantee Belzer Middle School Classes Street 7555 E. 56th Street City, State, Zip Indianapolis, IN 46226Relationship Students Amount 2,017

Description of other expenses Part I line 16

Description AmountBank Charges 36Office Supplies 27

Other changes in net assets or fund balances Part I line 20

Description AmountPrior Period Adjustment (33)

Raw XML Appendix179 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.

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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Indianapolis
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IN
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0462261358
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt032056
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IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0John Dewey
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt0-33
IRS990EZ/OtherExpensesTotalAmt063
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Education Enhancement
IRS990EZ/PrintingPublicationsPostageAmt017
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Educational Assistance to Belzer Middle School
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Administrative and Program Support Staff Development and Supplies
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Awards Recognition and Appreciation of Students and Staff
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt018030
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt12414
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt21746
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt020545
IRS990EZ/SpecialEventsNetIncomeLossAmt017131
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt022190
IRS990EZ/TotalProgramServiceExpensesAmt022190
IRS990EZ/TotalRevenueAmt017136
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0173
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0878
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt01080
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0960
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt03091
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt05
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt03
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt01
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt03
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt012
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt037676
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt043510
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt043226
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt032396
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt038954
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt0195762
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt05
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt03
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt012
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99990
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0198853
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt037676
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt033476
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IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0198865
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IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Apple
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt033560
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt04116
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt033560
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IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt017131
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt02141
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt020545
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt018404
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt04
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Activity Staff and Teacher Support Grantee Belzer Middle School Teachers Street 7555 E. 56th Street City, State, Zip Indianapolis, IN 46226Relationship Staff, Teachers Amount 1,747Activity Teachers Activities and Supplies Grantee Belzer Middle School Street 7555 E. 56th Street City, State, Zip Indianapolis, IN 46226Relationship Classrooms Amount 18,030Activity Student Activities Grantee Belzer Middle School Classes Street 7555 E. 56th Street City, State, Zip Indianapolis, IN 46226Relationship Students Amount 2,017
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description AmountBank Charges 36Office Supplies 27
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Description AmountPrior Period Adjustment (33)
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0List of grants and similar amounts paid Part I line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other changes in net assets or fund balances Part I line 20
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0Anne Cunningham
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum03179646200
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-10-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Belzer Middle School PFO
ReturnHeader/Filer/BusinessNameControlTxt0BELZ
ReturnHeader/Filer/EIN0351959205
ReturnHeader/Filer/USAddress/AddressLine1Txt07555 E 56th Street
ReturnHeader/Filer/USAddress/CityNm0Indianapolis
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IN
ReturnHeader/Filer/USAddress/ZIPCd0462261358
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ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0107.221.228.240
ReturnHeader/FilingSecurityInformation/IPDt02018-10-19
ReturnHeader/FilingSecurityInformation/IPTm016:12:42
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0271424279
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt08155 Alamosa Drive
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Indianapolis
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd046236
ReturnHeader/PreparerPersonGrp/PhoneNum03178748995
ReturnHeader/PreparerPersonGrp/PreparationDt02018-10-19
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Holly Ball
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-10-19T16:12:00-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

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Filings