Civic Intelligence

Towne Meadow Elementary PTO

990EZ • Fiscal year 2015 • EIN 35-2109060

Jul 01, 2014 to Jun 30, 2015 • Filed on Sep 30, 2015

10850 Towne RoadCarmel, IN 46032

(317) 733-2645

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 2015

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2015

Net Margin

62nd percentile

9.3%

Higher net margin than 62% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2015

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2015

Assets

Up

$78,637

Up $31,310 (+66%) from 2011

Net Assets

Up

$78,637

Up $42,144 (+115%) from 2011

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$68,674

Up $14,886 (+28%) from 2011

Expenses

Up

$62,299

Up $12,882 (+26%) from 2011

Net Income

Up

$6,375

Up $2,004 (+46%) from 2011

Historical Trend

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2011: $47,327Liabilities 2011: $10,834Net Assets 2011: $36,4932011Assets 2015: $78,637Net Assets 2015: $78,6372015Assets 2016: $89,294Net Assets 2016: $89,2942016Assets 2017: $97,844Net Assets 2017: $97,8442017Assets 2018: $82,830Net Assets 2018: $82,8302018Assets 2019: $86,171Net Assets 2019: $86,1712019Assets 2020: $62,719Net Assets 2020: $62,7192020Assets 2021: $73,269Net Assets 2021: $73,2692021Assets 2022: $82,856Net Assets 2022: $82,8562022Assets 2023: $92,658Net Assets 2023: $92,6582023Assets 2024: $96,292Net Assets 2024: $96,2922024Assets 2025: $105,818Net Assets 2025: $105,8182025

Highlighted filing

2015

Assets$78,637
Liabilities-
Net Assets$78,637

Operations Trend

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

$100K$50K$0-$50KRevenue 2011: $53,788Expenses 2011: $49,417Net Income 2011: $4,3712011Revenue 2015: $68,674Expenses 2015: $62,299Net Income 2015: $6,3752015Revenue 2016: $63,033Expenses 2016: $52,376Net Income 2016: $10,6572016Revenue 2017: $63,826Expenses 2017: $55,276Net Income 2017: $8,5502017Revenue 2018: $58,666Expenses 2018: $73,680Net Income 2018: -$15,0142018Revenue 2019: $62,485Expenses 2019: $59,469Net Income 2019: $3,0162019Revenue 2020: $23,925Expenses 2020: $47,334Net Income 2020: -$23,4092020Revenue 2021: $36,386Expenses 2021: $25,836Net Income 2021: $10,5502021Revenue 2022: $75,349Expenses 2022: $65,398Net Income 2022: $9,9512022Revenue 2023: $75,436Expenses 2023: $65,170Net Income 2023: $10,2662023Revenue 2024: $69,162Expenses 2024: $65,528Net Income 2024: $3,6342024Revenue 2025: $73,190Expenses 2025: $63,664Net Income 2025: $9,5262025

Highlighted filing

2015

Revenue$68,674
Expenses$62,299
Net Income$6,375
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Sep 30, 2015
Return Version
2014v5.0
Gross Receipts
$103,403
Mission and Program Overview

Mission

Enrich the educational activities of students

Program Services

DescriptionGrantsExpenses
STUDENT ENRICHMENT EVENTS, SUPPLIES AND ACTIVITIES FOR GRADES K-5 (ENRICHMENT)-$13,395
SUPPORT FOR SPECIAL PROGRAMMING FOR ENRICHMENT OF SCHOOL-$12,979
TEACHER CLASSROOM ALLOCATION FOR SUPPLIES AND EQUIPMENT NEEDED (CLASSROOM ALLOCATION)-$8,026
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
GERI IMLERPresidentPT$0--
LIZ WHITESITTVice PresidentPT$0--
LISA TAITreasurerPT$0--
SHIVIKA JAINAsst TreasurerPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Carnival$31,682$31,682$1,674$30,008
Scripts$9,229$9,229$8,396$833
Total Events$60,681$60,681$32,041$28,640
Filing and Contact Details

Filer

Filer Name
Towne Meadow Elementary PTO
EIN
35-2109060
Phone
3177332645
Address
10850 Towne Road, Carmel, IN 46032

Signing Officer

Name
Lisa H Tai
Title
Treasurer
Phone
3177332645
Signed
2015-09-30
Discuss with paid preparer
Yes

Preparer

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

Additional Explanations

Form 990EZ, Part I, Line 8

Family fun night 408. 5th grade musical 1845. Indians game 2976. Math club 1260. Box tops 1289. Target 4965. Recycle 68. Interest 163. Miscellaneous 4.

Form 990EZ, Part I, Line 16

Enrichment: classroom, fieldtrips, sports 13395. Classroom allocation: art, pe, music 8026. Awards: materials, recognitions, appreciation 15834. Social events: teachers, students, parents 7019. Bank, accounting, admin costs 3168. Programming: passthroughs 6797. Thank you gifts fall event 3731.

Raw XML Appendix158 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/PersonNm0LISA H TAI
IRS990EZ/BooksInCareOfDetail/PhoneNum03177332645
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt010850 Towne Road
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Carmel
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IN
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd046032
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt072262
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt078637
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt027845
IRS990EZ/CostOfGoodsSoldAmt02688
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt06375
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0250
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt072262
IRS990EZ/Form990TotalAssetsGrp/EOYAmt078637
IRS990EZ/FundraisingGrossIncomeAmt060681
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt0-789
IRS990EZ/GrossReceiptsAmt0103403
IRS990EZ/GrossSalesOfInventoryAmt01899
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt072262
IRS990EZ/NetAssetsOrFundBalancesEOYAmt078637
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt072262
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt078637
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt35.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0GERI IMLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1LIZ WHITESITT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2LISA TAI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3SHIVIKA JAIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Asst Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt057970
IRS990EZ/OtherRevenueTotalAmt012978
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Enrich the educational activities of students
IRS990EZ/PrintingPublicationsPostageAmt04079
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0STUDENT ENRICHMENT EVENTS, SUPPLIES AND ACTIVITIES FOR GRADES K-5 (ENRICHMENT)
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1TEACHER CLASSROOM ALLOCATION FOR SUPPLIES AND EQUIPMENT NEEDED (CLASSROOM ALLOCATION)
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2SUPPORT FOR SPECIAL PROGRAMMING FOR ENRICHMENT OF SCHOOL
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt013395
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt18026
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt212979
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt032041
IRS990EZ/SpecialEventsNetIncomeLossAmt028640
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0IN
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt062299
IRS990EZ/TotalProgramServiceExpensesAmt034400
IRS990EZ/TotalRevenueAmt068674
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt027845
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt034746
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt07260
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt07211
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt077062
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportCY509Pct00
IRS990ScheduleA/PublicSupportTotal170Amt077062
IRS990ScheduleA/PublicSupportTotal509Amt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt027845
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt034746
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt07260
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt07211
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt077062
IRS990ScheduleA/TotalSupportAmt077062
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt032041
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Carnival
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0SCRIPTS
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt031682
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt09229
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt019770
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt060681
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt031682
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt09229
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt019770
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt060681
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt028640
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt06473
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt06473
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt015498
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt025568
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt01674
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt08396
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt02
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FAMILY FUN NIGHT 408. 5TH GRADE MUSICAL 1845. INDIANS GAME 2976. MATH CLUB 1260. BOX TOPS 1289. TARGET 4965. RECYCLE 68. INTEREST 163. MISCELLANEOUS 4.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ENRICHMENT: CLASSROOM, FIELDTRIPS, SPORTS 13395. CLASSROOM ALLOCATION: ART, PE, MUSIC 8026. AWARDS: MATERIALS, RECOGNITIONS, APPRECIATION 15834. SOCIAL EVENTS: TEACHERS, STUDENTS, PARENTS 7019. BANK, ACCOUNTING, ADMIN COSTS 3168. PROGRAMMING: PASSTHROUGHS 6797. THANK YOU GIFTS FALL EVENT 3731.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LISA H TAI
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum03177332645
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-09-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Towne Meadow Elementary PTO
ReturnHeader/Filer/BusinessNameControlTxt0TOWN
ReturnHeader/Filer/EIN0352109060
ReturnHeader/Filer/PhoneNum03177332645
ReturnHeader/Filer/USAddress/AddressLine1Txt010850 Towne Road
ReturnHeader/Filer/USAddress/CityNm0Carmel
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IN
ReturnHeader/Filer/USAddress/ZIPCd046032
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Timothy C Musholt dba CPAWerkscom
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt018048 Sanibel Circle
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Westfield
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd046062
ReturnHeader/PreparerPersonGrp/PhoneNum03174649846
ReturnHeader/PreparerPersonGrp/PreparationDt02015-10-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TIMOTHY C MUSHOLT
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02015-10-26T13:53:59-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings