Civic Intelligence

Carey Ridge Elementary PTO Inc

EIN 35-2053742 • 501(c)3 • Westfield, IN

Profile

To promote the welfare of students who attend Carey Ridge Elementary School and bring parents, teachers, and staff together to benefit the students,

16231 Carey RoadWestfield, IN 46074

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2025

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2025

Net Margin

13th percentile

-61%

Higher net margin than 13% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2025

Asset Growth

33rd percentile

-19%

Faster asset growth than 33% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

42nd percentile

-10%

Faster revenue growth than 42% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$107,127

Down $25,059 (-19%) from 2024

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$107,127

Down $25,059 (-19%) from 2024

Operations
Liabilities / RevenueScore unavailableNet Margin13th percentile

Revenue

Down

$41,413

Down $4,605 (-10%) from 2024

Expenses

Up

$66,472

Up $24,445 (+58%) from 2024

Net Income

Down

-$25,059

Down $29,050 (-728%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth33rd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$150K$100K$50K$0Assets 2017: $36,053Net Assets 2017: $36,0532017Assets 2018: $52,428Net Assets 2018: $52,4282018Assets 2019: $52,758Net Assets 2019: $52,7582019Assets 2020: $69,384Net Assets 2020: $69,3842020Assets 2021: $93,248Net Assets 2021: $93,2482021Assets 2022: $90,232Net Assets 2022: $90,2322022Assets 2023: $125,924Net Assets 2023: $125,9242023Assets 2024: $132,186Net Assets 2024: $132,1862024Assets 2025: $107,127Net Assets 2025: $107,1272025

Highlighted filing

2025

Assets$107,127
Liabilities-
Net Assets$107,127
Open 2025 Filing

Operations Trend

Revenue Growth42nd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$150K$100K$50K$0-$50KRevenue 2017: $88,130Expenses 2017: $101,834Net Income 2017: -$13,7042017Revenue 2018: $93,941Expenses 2018: $77,566Net Income 2018: $16,3752018Revenue 2019: $113,719Expenses 2019: $112,789Net Income 2019: $9302019Revenue 2020: $88,858Expenses 2020: $72,673Net Income 2020: $16,1852020Revenue 2021: $48,842Expenses 2021: $24,978Net Income 2021: $23,8642021Revenue 2022: $105,452Expenses 2022: $108,468Net Income 2022: -$3,0162022Revenue 2023: $121,135Expenses 2023: $85,443Net Income 2023: $35,6922023Revenue 2024: $46,018Expenses 2024: $42,027Net Income 2024: $3,9912024Revenue 2025: $41,413Expenses 2025: $66,472Net Income 2025: -$25,0592025

Highlighted filing

2025

Revenue$41,413
Expenses$66,472
Net Income-$25,059
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$107,127
Liabilities
-
Net assets
$107,127
Revenue
$41,413
Expenses
$66,472
Net income
-$25,059
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.07$1.07$0.41$0.66$0.25
2024Detailed filing. Detailed filing data is available for this year.$1.32$1.32$0.46$0.42$0.04
2023Detailed filing. Detailed filing data is available for this year.$1.26$1.26$1.21$0.85$0.36
2022Detailed filing. Detailed filing data is available for this year.$0.90$0.90$1.05$1.08$0.03
2021Detailed filing. Detailed filing data is available for this year.$0.93$0.93$0.49$0.25$0.24
2020Detailed filing. Detailed filing data is available for this year.$0.69$0.69$0.89$0.73$0.16
2019Detailed filing. Detailed filing data is available for this year.$0.53$0.53$1.14$1.13$0.01
2018Detailed filing. Detailed filing data is available for this year.$0.52$0.52$0.94$0.78$0.16
2017Detailed filing. Detailed filing data is available for this year.$0.36$0.36$0.88$1.02$0.14
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Oct 6, 2025
Return Version
2024v5.2
Gross Receipts
$73,682
Mission and Program Overview

Mission

To promote the welfare of students who attend Carey Ridge Elementary School and to bring parents, teachers and staff together to benefit the students.

To promote the welfare of students who attend Carey Ridge Elementary School and bring parents, teachers, and staff together to benefit the students,

Program Services

DescriptionGrantsExpenses
Programs, materials and activities out for students, families and community.-$39,168
School services and materials supporting facilities, teachers and staff.-$19,635
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Julie MolyneauxSecretaryPT$0--
Amanda AndreonePresidentPT$0--
Sarah BrownTreasurerPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fun Run$31,520$31,520$8,703$22,817
Cheers to Carey Ridge$24,612$24,612$14,103$10,509
Total Events$62,460$62,460$32,269$30,191
Filing and Contact Details

Filer

Filer Name
Carey Ridge Elementary PTO Inc
EIN
35-2053742
Phone
3178676203
Address
16231 Carey Road, Westfield, IN 46074

Signing Officer

Name
Sarah Brown
Title
Treasurer
Signed
2025-10-06
Discuss with paid preparer
Yes

Preparer

Firm
CPAWerkscom LLC
Address
18048 Sanibel Circle, Westfield, IN 46062
Preparer
Timothy C Musholt
Phone
3174649846
Supplemental Narrative

Additional Explanations

Other Expenses.1

“Teacher Staff Support $29323”

Other Expenses.2

“School Enrichment $15923”

Other Expenses.3

“Hospitality $14054”

Other Expenses.4

“PTO Admin $6613”

Raw XML Appendix180 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/PersonNm0Sarah Brown
IRS990EZ/BooksInCareOfDetail/PhoneNum03178676203
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt016231 Carey Road
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Westfield
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IN
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd046074
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0132186
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0107127
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt09217
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-25059
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0559
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0132186
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0107127
IRS990EZ/FundraisingGrossIncomeAmt062460
IRS990EZ/GrossReceiptsAmt073682
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt0735
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0132186
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0107127
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0132186
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0107127
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt210.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Julie Molyneaux
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Amanda Andreone
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Sarah Brown
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt065913
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0To promote the welfare of students who attend Carey Ridge Elementary School and bring parents, teachers, and staff together to benefit the students,
IRS990EZ/ProgramServiceRevenueAmt01270
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Programs, materials and activities out for students, families and community.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1School services and materials supporting facilities, teachers and staff.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt039168
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt119635
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt032269
IRS990EZ/SpecialEventsNetIncomeLossAmt030191
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0IN
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt066472
IRS990EZ/TotalProgramServiceExpensesAmt058803
IRS990EZ/TotalRevenueAmt041413
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt09217
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt011755
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt011469
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt024513
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt05083
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt062037
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0735
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt02206
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0304
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt03245
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt063730
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt065496
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt052752
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt038939
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt012992
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0233909
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0735
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt02206
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0304
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt03245
IRS990ScheduleA/InvestmentIncomeCYPct00.01080
IRS990ScheduleA/InvestmentIncomePYPct00.00850
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.98920
IRS990ScheduleA/PublicSupportPY509Pct00.99150
IRS990ScheduleA/PublicSupportTotal509Amt0295946
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt072947
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt077251
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt064221
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt063452
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt018075
IRS990ScheduleA/Total509Grp/TotalAmt0295946
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt073682
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt079457
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt064221
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt063452
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt018379
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0299191
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt032269
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Fun Run
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Cheers to Carey Ridge
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt031520
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt024612
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt06328
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt062460
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt031520
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt024612
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt06328
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt062460
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt030191
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt09463
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt032269
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt08703
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt014103
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Teacher Staff Support $29323
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1School Enrichment $15923
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Hospitality $14054
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3PTO Admin $6613
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.4
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Sarah Brown
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-10-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Carey Ridge Elementary PTO Inc
ReturnHeader/Filer/BusinessNameControlTxt0CARE
ReturnHeader/Filer/EIN0352053742
ReturnHeader/Filer/PhoneNum03178676203
ReturnHeader/Filer/USAddress/AddressLine1Txt016231 Carey Road
ReturnHeader/Filer/USAddress/CityNm0Westfield
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IN
ReturnHeader/Filer/USAddress/ZIPCd046074
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0861286901
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CPAWerkscom LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt018048 Sanibel Circle
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Westfield
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd046062
ReturnHeader/PreparerPersonGrp/PhoneNum03174649846
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Timothy C Musholt
ReturnHeader/ReturnTs02025-10-06T17:53:26-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.