Civic Intelligence

Carey Ridge Elementary PTO Inc.

990EZ • Fiscal year 2018 • EIN 35-2053742

Jul 01, 2017 to Jun 30, 2018 • Filed on Oct 31, 2018

Organization ProfileN/A
16231 Carey RoadWestfield, IN 46074

(317) 867-6203

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

73rd percentile

17%

Higher net margin than 73% 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

83rd percentile

45%

Faster asset growth than 83% of similar nonprofits.

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

Revenue Growth

58th percentile

6.6%

Faster revenue growth than 58% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$52,428

Up $16,375 (+45%) from 2017

Net Assets

Up

$52,428

Up $16,375 (+45%) from 2017

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin73rd percentile

Revenue

Up

$93,941

Up $5,811 (+6.6%) from 2017

Expenses

Down

$77,566

Down $24,268 (-24%) from 2017

Net Income

Up

$16,375

Up $30,079 (+219%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth83rd percentile

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

$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

2018

Assets$52,428
Liabilities-
Net Assets$52,428
Open 2018 Filing

Operations Trend

Revenue Growth58th percentile

Revenue, expenses, and net income across loaded years, with this 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

2018

Revenue$93,941
Expenses$77,566
Net Income$16,375
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Oct 31, 2018
Return Version
2017v2.2
Gross Receipts
$126,964
Mission and Program Overview

Mission

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

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

Program Services

DescriptionGrantsExpenses
Programs and materials related to activities carried on for students and teachers of Carey Ridge Elemetary School-$42,676
SCHOLASTIC BOOK CLUB-$18,195
School Services such as Art & PE specials, teacher classroom supplies, library & media support and visiting author programs.-$12,886
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ANGIE MILLERCo-President-$0--
LORI BOLDUCCo-President-$0--
TJ KATZVice President-$0--
JAMIE FERENCYTreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fun Run$40,979$40,979$26,630$14,349
Winter Carnival$19,135$19,135$698$18,437
Total Events$60,114$60,114$30,886$29,228
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
Jamie L Ferency
Title
Treasurer
Phone
3178676203
Signed
2018-10-31
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

Form 990EZ, Part I, Line 16

“Community Partners 79.”

Form 990EZ, Part I, Line 16

“PTO Operating Expenses 2895.”

Form 990EZ, Part I, Line 16

“Programs Expense 42676.”

Form 990EZ, Part I, Line 16

“Scholastic Book Fair 18195.”

Form 990EZ, Part I, Line 16

“School Enrichment and Services 13488.”

Form 990EZ, Part I, Line 16

“Other Program Expenses 233.”

Raw XML Appendix178 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/OfficerDirectorTrusteeEmplGrp/PersonNm0ANGIE MILLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1LORI BOLDUC
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2TJ KATZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JAMIE FERENCY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Co-President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Co-President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt077566
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0To promote the welfare of students who attend Carey Ridge Elementary School and to bring parents, teachers and staff together to benefit the students.
IRS990EZ/ProgramServiceRevenueAmt058373
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Programs and materials related to activities carried on for students and teachers of Carey Ridge Elemetary School
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1SCHOLASTIC BOOK CLUB
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2School Services such as Art & PE specials, teacher classroom supplies, library & media support and visiting author programs.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt042676
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt118195
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt212886
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt033023
IRS990EZ/SpecialEventsNetIncomeLossAmt031510
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt077566
IRS990EZ/TotalProgramServiceExpensesAmt073757
IRS990EZ/TotalRevenueAmt093941
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt04058
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt03802
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt018290
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt023167
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt016839
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt066156
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt060475
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt054282
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt077214
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt080604
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt045059
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0317634
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt0383790
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt064533
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt058084
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt095504
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0103771
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt061898
IRS990ScheduleA/Total509Grp/TotalAmt0383790
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0383790
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt030886
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IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Fun Run
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IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent2Amt01534
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt040979
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt060114
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt029228
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent2Amt0448
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt0448
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt027328
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt026630
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt0698
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Community Partners 79.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PTO Operating Expenses 2895.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Programs Expense 42676.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Scholastic Book Fair 18195.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4School Enrichment and Services 13488.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Other Program Expenses 233.
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/PersonNm0JAMIE L FERENCY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum03178676203
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-10-31
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
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ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt098.220.135.253
ReturnHeader/FilingSecurityInformation/IPDt02018-10-31
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm019:29:52
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/PreparationDt02018-10-31
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TIMOTHY C MUSHOLT
ReturnHeader/ReturnTs02018-10-31T19:29:59-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
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
$52,428
Liabilities
-
Net assets
$52,428
Revenue
$93,941
Expenses
$77,566
Net income
$16,375
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