Civic Intelligence

Towne Meadow Elementary PTO

990EZ • Fiscal year 2016 • EIN 35-2109060

Jul 01, 2015 to Jun 30, 2016 • Filed on Aug 28, 2016

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 2016

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2016

Net Margin

73rd percentile

17%

Higher net margin than 73% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

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.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

67th percentile

14%

Faster asset growth than 67% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

36th percentile

-8.2%

Faster revenue growth than 36% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Up

$89,294

Up $10,657 (+14%) from 2015

Net Assets

Up

$89,294

Up $10,657 (+14%) from 2015

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$63,033

Down $5,641 (-8.2%) from 2015

Expenses

Down

$52,376

Down $9,923 (-16%) from 2015

Net Income

Up

$10,657

Up $4,282 (+67%) from 2015

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

2016

Assets$89,294
Liabilities-
Net Assets$89,294

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

2016

Revenue$63,033
Expenses$52,376
Net Income$10,657
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Aug 28, 2016
Return Version
2015v2.1
Gross Receipts
$98,679
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) (EXTRACURRICULAR SUPPORT)-$15,863
TEACHER CLASSROOM ALLOCATION FOR SUPPLIES AND EQUIPMENT NEEDED (CLASSROOM ALLOCATION)-$11,493
SUPPORT FOR SPECIAL PROGRAMMING FOR OVERFLOW ENRICHMENT OF SCHOOL-$3,710
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$34,664$34,664$4,940$29,724
Fall Fundraiser$29,893$29,893$4,486$25,407
Total Events$77,348$77,348$18,705$58,643
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
Shivika Jain
Title
Treasurer
Phone
3177332645
Signed
2016-08-28
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 8

Family Fun Night 407.

Form 990EZ, Part I, Line 8

5th Grade Musical 1085.

Form 990EZ, Part I, Line 8

Math Club 1050.

Form 990EZ, Part I, Line 8

Box Tops 1062.

Form 990EZ, Part I, Line 8

Target 6802.

Form 990EZ, Part I, Line 8

Recycle 27.

Form 990EZ, Part I, Line 8

Interest 168.

Form 990EZ, Part I, Line 8

Miscellaneous 268.

Form 990EZ, Part I, Line 8

Amazon Smile 93.

Form 990EZ, Part I, Line 16

Enrichment: Classroom, Fieldtrips, Sports 19574.

Form 990EZ, Part I, Line 16

Classroom Allocation: Art, PE, Music 11493.

Form 990EZ, Part I, Line 16

Awards: materials, recognitions, appreciation 5163.

Form 990EZ, Part I, Line 16

Social Events: Teachers, Students, Parents 3081.

Form 990EZ, Part I, Line 16

Bank, Accounting, Admin Costs 1055.

Form 990EZ, Part I, Line 16

Programming: Passthroughs 2095.

Form 990EZ, Part I, Line 16

Thank You Gifts Fall Event 4486.

Raw XML Appendix187 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/PersonNm0SHIVIKA JAIN
IRS990EZ/BooksInCareOfDetail/PhoneNum03177332645
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt010850 Towne Road
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Carmel
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IN
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd046032
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt078637
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt089294
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt029939
IRS990EZ/CostOfGoodsSoldAmt01294
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt010657
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0300
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt078637
IRS990EZ/Form990TotalAssetsGrp/EOYAmt089294
IRS990EZ/FundraisingGrossIncomeAmt056262
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt0222
IRS990EZ/GrossReceiptsAmt098679
IRS990EZ/GrossSalesOfInventoryAmt01516
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt078637
IRS990EZ/NetAssetsOrFundBalancesEOYAmt089294
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt078637
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt089294
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/OtherExpensesTotalAmt046947
IRS990EZ/OtherRevenueTotalAmt010962
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Enrich the educational activities of students
IRS990EZ/PrintingPublicationsPostageAmt05129
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0STUDENT ENRICHMENT EVENTS, SUPPLIES AND ACTIVITIES FOR GRADES K-5 (ENRICHMENT) (EXTRACURRICULAR SUPPORT)
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1TEACHER CLASSROOM ALLOCATION FOR SUPPLIES AND EQUIPMENT NEEDED (CLASSROOM ALLOCATION)
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2SUPPORT FOR SPECIAL PROGRAMMING FOR OVERFLOW ENRICHMENT OF SCHOOL
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt015863
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt111493
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt23710
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt034352
IRS990EZ/SpecialEventsNetIncomeLossAmt021910
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0IN
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt052376
IRS990EZ/TotalProgramServiceExpensesAmt031066
IRS990EZ/TotalRevenueAmt063033
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt029939
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt027845
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt034746
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt07260
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt099790
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportCY509Pct00
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt099790
IRS990ScheduleA/PublicSupportTotal509Amt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt029939
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt027845
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt034746
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt07260
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt099790
IRS990ScheduleA/TotalSupportAmt099790
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt018705
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Carnival
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Fall Fundraiser
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt034664
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt029893
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt012791
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt077348
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt034664
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt029893
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt012791
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt077348
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt058643
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt05160
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt05160
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt04119
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt013545
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt04940
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt04486
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Family Fun Night 407.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15th Grade Musical 1085.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Math Club 1050.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Box Tops 1062.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Target 6802.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Recycle 27.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Interest 168.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Miscellaneous 268.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Amazon Smile 93.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Enrichment: Classroom, Fieldtrips, Sports 19574.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Classroom Allocation: Art, PE, Music 11493.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Awards: materials, recognitions, appreciation 5163.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Social Events: Teachers, Students, Parents 3081.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Bank, Accounting, Admin Costs 1055.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14Programming: Passthroughs 2095.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15Thank You Gifts Fall Event 4486.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part I, Line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part I, Line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990EZ, Part I, Line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990EZ, Part I, Line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990EZ, Part I, Line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990EZ, Part I, Line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Form 990EZ, Part I, Line 16
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SHIVIKA JAIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum03177332645
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-08-28
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/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/PreparationDt02016-10-20
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TIMOTHY C MUSHOLT
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02016-10-20T14:44:16-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

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Filings