Civic Intelligence

Carey Ridge Elementary PTO Inc.

990EZ • Fiscal year 2020 • EIN 35-2053742

Jul 01, 2019 to Jun 30, 2020 • Filed on Sep 23, 2020

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 2020

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2020

Net Margin

68th percentile

18%

Higher net margin than 68% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

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.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

73rd percentile

32%

Faster asset growth than 73% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

43rd percentile

-22%

Faster revenue growth than 43% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$69,384

Up $16,626 (+32%) from 2019

Net Assets

Up

$69,384

Up $16,626 (+32%) from 2019

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin68th percentile

Revenue

Down

$88,858

Down $24,861 (-22%) from 2019

Expenses

Down

$72,673

Down $40,116 (-36%) from 2019

Net Income

Up

$16,185

Up $15,255 (+1640%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth73rd 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

2020

Assets$69,384
Liabilities-
Net Assets$69,384
Open 2020 Filing

Operations Trend

Revenue Growth43rd 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

2020

Revenue$88,858
Expenses$72,673
Net Income$16,185
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Sep 23, 2020
Return Version
2019v5.0
Gross Receipts
$110,467
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,

Program Services

DescriptionGrantsExpenses
Programs, materials and activities out for students, families and community.$22,818-
School services and materials supporting facilities, teachers and staff.$18,539-
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Sarah DrossPresident-$0--
Melissa JanuaryVice President-$0--
Jamie FerencyTreasurer-$0--
Julie MolyneuxSecretary-$0--
Kim RileyDirector-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fun Run$54,608$54,608$18,811$35,797
Total Events$54,608$54,608$18,811$35,797
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 Ferency
Title
Treasurer
Signed
2020-09-23
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.1012

“Insurance $485”

Other Expenses.1

“School Teacher Staff $43340”

Other Expenses.2

“Student Family Community $26752”

Other Expenses.4

“Bank Fees $659”

Other Expenses.5

“PTO Tech and Tank $243”

Raw XML Appendix176 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/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt0441
IRS990EZ/OtherExpensesTotalAmt071479
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/PrintingPublicationsPostageAmt0731
IRS990EZ/ProgramServiceRevenueAmt041357
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IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt022818
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt118539
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
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IRS990EZ/SpecialEventsDirectExpensesAmt021609
IRS990EZ/SpecialEventsNetIncomeLossAmt038619
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0IN
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
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IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt08701
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt04065
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt018290
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt038916
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
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IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1School Teacher Staff $43340
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Student Family Community $26752
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Bank Fees $659
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4PTO Tech and Tank $243
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ReturnHeader/BuildTS02022-01-07 14:23:13Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Jamie Ferency
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-09-23
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/PreparerFirmGrp/PreparerFirmEIN0475587747
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/ReturnTs02020-09-23T17:28:34-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$69,384
Liabilities
-
Net assets
$69,384
Revenue
$88,858
Expenses
$72,673
Net income
$16,185
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