Civic Intelligence

Hoosier Road Elementary School PTO

990EZ • Fiscal year 2020 • EIN 35-2143070

Jul 01, 2019 to Jun 30, 2020 • Filed on Aug 01, 2020

11300 E 121st StFishers, IN 46037

(317) 915-4240

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

7th percentile

-114%

Higher net margin than 7% 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

9th percentile

-48%

Faster asset growth than 9% of similar nonprofits.

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

Revenue Growth

41st percentile

-24%

Faster revenue growth than 41% of similar nonprofits.

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

Assets

Down

$54,879

Down $49,841 (-48%) from 2019

Net Assets

Down

$54,879

Down $49,841 (-48%) from 2019

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$43,865

Down $13,897 (-24%) from 2019

Expenses

Up

$93,706

Up $43,836 (+88%) from 2019

Net Income

Down

-$49,841

Down $57,733 (-732%) from 2019

Historical Trend

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2019: $104,720Net Assets 2019: $104,7202019Assets 2020: $54,879Net Assets 2020: $54,8792020Assets 2021: $52,815Net Assets 2021: $52,8152021Assets 2022: $45,653Net Assets 2022: $45,6532022Assets 2023: $61,780Net Assets 2023: $61,7802023Assets 2024: $52,211Net Assets 2024: $52,2112024

Highlighted filing

2020

Assets$54,879
Liabilities-
Net Assets$54,879

Operations Trend

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

$100K$50K$0-$50KRevenue 2019: $57,762Expenses 2019: $49,870Net Income 2019: $7,8922019Revenue 2020: $43,865Expenses 2020: $93,706Net Income 2020: -$49,8412020Revenue 2021: $26,390Expenses 2021: $28,571Net Income 2021: -$2,1812021Revenue 2022: $31,143Expenses 2022: $38,305Net Income 2022: -$7,1622022Revenue 2023: $42,025Expenses 2023: $25,898Net Income 2023: $16,1272023Revenue 2024: $31,113Expenses 2024: $40,682Net Income 2024: -$9,5692024

Highlighted filing

2020

Revenue$43,865
Expenses$93,706
Net Income-$49,841
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Aug 1, 2020
Return Version
2019v5.1
Gross Receipts
$55,507
Mission and Program Overview

Mission

Parent Teacher Organization

Program Services

DescriptionGrantsExpenses
Purchase of playground equipment installed at Hoosier Road Elementary School$59,063$59,063
Organize parent volunteers, provide enrichment programs, sponsorsocial events, recognition & appreciation of teachers/staff,provide funds for grants benefitting Hoosier Road Elementary School.$32,693$32,693
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Bridget JensenPresidentPT$0--
Desiree FriedmanCo Vice PresidentPT$0--
Misty BakerCo Vice PresidentPT$0--
Jessica RobertsonTreasurerPT$0--
Michelle SpanglerSecretaryPT$0--
Jennifer RickettsPrincipal-$0--
Kassy MoralesAssistant Principal-$0--
Jen DackPast PresidentPT$0--
Brittany SchmuckPast PresidentPT$0--
Shelby JasperMember At LargePT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Dance A Thon$12,618$12,618$610$12,008
Carnival$12,471$11,121$1,846$9,275
Total Events$33,561$32,211$10,237$21,974
Filing and Contact Details

Filer

Filer Name
Hoosier Road Elementary School PTO
EIN
35-2143070
Phone
3179154240
Address
11300 E 121st St, Fishers, IN 46037

Signing Officer

Name
Jessica Robertson
Title
2019/20 Treasurer
Phone
3179154240
Signed
2020-08-01
Discuss with paid preparer
Yes

Preparer

Firm
Carol Schmidt CPA PC
Address
19505 Wagon Trail Dr, Noblesville, IN 46060-1159
Preparer
Carol A Schmidt CPA
Phone
3177736850
Supplemental Narrative

Additional Explanations

Pt V, PBC

The PTO did not during the year receive any funds, directly or indirectly, to pay premiums on a personal benefit contract. The PTO, did not during the year pay any premiums, directly or indirectly, on a personal benefit contract.

Form 990EZ, Part I, Line 10

Enrichment & Activities for Students & Staff; A2; Hoosier Road Elementary School: 11300 E 121st St, Fishers, IN, 46037; PTO to School, 91756.

Form 990EZ, Part I, Line 16

PTO expenses 1534.

Form 990EZ, Part I, Line 16

Bank Fees 41.

Raw XML Appendix241 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/BooksInCareOfDetail/USAddress/CityNm0Fishers
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Bridget Jensen
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Desiree Friedman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Misty Baker
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Jessica Robertson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Michelle Spangler
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Jennifer Ricketts
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Kassy Morales
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Jen Dack
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8Brittany Schmuck
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9Shelby Jasper
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Co Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Co Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Principal
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Assistant Principal
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Past President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Past President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9Member at Large
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt01575
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Parent Teacher Organization
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Organize parent volunteers, provide enrichment programs, sponsorsocial events, recognition & appreciation of teachers/staff,provide funds for grants benefitting Hoosier Road Elementary School.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Purchase of playground equipment installed at Hoosier Road Elementary School
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt032693
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt159063
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt032693
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt159063
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt011642
IRS990EZ/SpecialEventsNetIncomeLossAmt034033
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0IN
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
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IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt093706
IRS990EZ/TotalProgramServiceExpensesAmt091756
IRS990EZ/TotalRevenueAmt043865
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt09824
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt012621
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt022445
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt08
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IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt016
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt08472
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IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt021974
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt07781
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt010237
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt0610
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt01846
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The PTO did not during the year receive any funds, directly or indirectly, to pay premiums on a personal benefit contract. The PTO, did not during the year pay any premiums, directly or indirectly, on a personal benefit contract.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Enrichment & Activities for Students & Staff; A2; Hoosier Road Elementary School: 11300 E 121st St, Fishers, IN, 46037; PTO to School, 91756.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PTO expenses 1534.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Bank Fees 41.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt V, PBC
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part I, Line 16
ReturnHeader/BuildTS02022-01-07 14:23:13Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Jessica Robertson
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt02019/20 Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum03179154240
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-08-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Hoosier Road Elementary School PTO
ReturnHeader/Filer/BusinessNameControlTxt0HOOS
ReturnHeader/Filer/EIN0352143070
ReturnHeader/Filer/PhoneNum03179154240
ReturnHeader/Filer/USAddress/AddressLine1Txt011300 E 121st St
ReturnHeader/Filer/USAddress/CityNm0Fishers
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IN
ReturnHeader/Filer/USAddress/ZIPCd046037
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0E6357525F9E71A523BD7FB01FAEA24D72875F053
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0E6357525F9E71A523BD7FB01FAEA24D72875F053
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt068.46.216.149
ReturnHeader/FilingSecurityInformation/IPDt02020-08-03
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm016:59:56
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Carol Schmidt CPA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt019505 Wagon Trail Dr
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Noblesville
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0460601159
ReturnHeader/PreparerPersonGrp/PhoneNum03177736850
ReturnHeader/PreparerPersonGrp/PreparationDt02020-08-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Carol A Schmidt CPA
ReturnHeader/ReturnTs02020-08-03T17:00:04-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

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