Civic Intelligence

Carey Ridge Elementary PTO Inc.

990EZ • Fiscal year 2023 • EIN 35-2053742

Jul 01, 2022 to Jun 30, 2023 • Filed on Aug 26, 2023

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 2023

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2023

Net Margin

81st percentile

29%

Higher net margin than 81% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

82nd percentile

40%

Faster asset growth than 82% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

61st percentile

15%

Faster revenue growth than 61% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$125,924

Up $35,692 (+40%) from 2022

Net Assets

Up

$125,924

Up $35,692 (+40%) from 2022

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin81st percentile

Revenue

Up

$121,135

Up $15,683 (+15%) from 2022

Expenses

Down

$85,443

Down $23,025 (-21%) from 2022

Net Income

Up

$35,692

Up $38,708 (+1283%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth82nd 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

2023

Assets$125,924
Liabilities-
Net Assets$125,924
Open 2023 Filing

Operations Trend

Revenue Growth61st 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

2023

Revenue$121,135
Expenses$85,443
Net Income$35,692
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Aug 26, 2023
Return Version
2022v5.0
Gross Receipts
$175,385
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
School services and materials supporting facilities, teachers and staff.-$26,270
Programs, materials and activities out for students, families and community.-$25,642
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

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

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fun Run$74,738$74,738$27,173$47,565
Cheers to Carey Ridge$21,270$21,270$12,097$9,173
Total Events$105,562$105,562$51,387$54,175
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
2023-08-26
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

“Enrichment Clubs $30712”

Other Expenses.2

“Teacher Staff Support $12665”

Other Expenses.3

“Library $10726”

Other Expenses.4

“Recess and Hall Eqpt. $8662”

Other Expenses.5

“Misc. Program Services $5816”

Other Expenses.6

“4th Grade Celebration $5801”

Other Expenses.7

“Choir $5282”

Other Expenses.8

“School Enrichment $2817”

Other Expenses.9

“PTO Admin $1511”

Other Expenses.10

“Accelerated Reader 2nd-4th $1451”

Raw XML Appendix198 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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IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt074738
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Enrichment Clubs $30712
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Teacher Staff Support $12665
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Library $10726
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Recess and Hall Eqpt. $8662
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Misc. Program Services $5816
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt54th Grade Celebration $5801
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Choir $5282
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7School Enrichment $2817
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8PTO Admin $1511
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Accelerated Reader 2nd-4th $1451
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.6
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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/PreparerFirmGrp/PreparerUSAddress/CityNm0Westfield
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd046062
ReturnHeader/PreparerPersonGrp/PhoneNum03174649846
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Timothy C Musholt
ReturnHeader/ReturnTs02023-08-26T07:21:25-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Sarah
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Brown
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$125,924
Liabilities
-
Net assets
$125,924
Revenue
$121,135
Expenses
$85,443
Net income
$35,692
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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2023 filings • 501(c)3 • <$500k nonprofits