Civic Intelligence

Hoosier Road Elementary School PTO

990EZ • Fiscal year 2021 • EIN 35-2143070

Jul 01, 2020 to Jun 30, 2021 • Filed on Sep 09, 2021

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 2021

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2021

Net Margin

26th percentile

-8.3%

Higher net margin than 26% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

33rd percentile

-3.8%

Faster asset growth than 33% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

21st percentile

-40%

Faster revenue growth than 21% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Assets

Down

$52,815

Down $2,064 (-3.8%) from 2020

Net Assets

Down

$52,815

Down $2,064 (-3.8%) from 2020

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$26,390

Down $17,475 (-40%) from 2020

Expenses

Down

$28,571

Down $65,135 (-70%) from 2020

Net Income

Up

-$2,181

Up $47,660 (+96%) from 2020

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

2021

Assets$52,815
Liabilities-
Net Assets$52,815

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

2021

Revenue$26,390
Expenses$28,571
Net Income-$2,181
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Sep 9, 2021
Return Version
2020v4.1
Gross Receipts
$37,980
Mission and Program Overview

Mission

Parent Teacher Organization

Program Services

DescriptionGrantsExpenses
Organize parent volunteers, provide enrichment programs, sponsorsocial events, recognition & appreciation of teachers/staff,provide funds for grants benefitting Hoosier Road Elementary School.$27,224$27,224
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Misty BakerPresidentPT$0--
Tiffany MagidVice PresidentPT$0--
Jessica RobertsonTreasurerPT$0--
Michelle SpanglerSecretaryPT$0--
Jennifer RickettsPrincipal-$0--
Bridget JensenPast PresidentPT$0--
Shelby JasperMember At LargePT$0--
Heidi HeekeMember At LargePT$0--
Desiree FriedmanMember At LargePT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Book Fair$13,811$13,811$11,460$2,351
Dance A Thon$10,009$10,009$130$9,879
Total Events$23,820$23,820$11,590$12,230
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
2020/21 Treasurer
Phone
3179154240
Signed
2021-09-09
Discuss with paid preparer
Yes

Preparer

Firm
Carol Schmidt CPA PC
Address
19505 Wagon Trail Dr, Noblesville, IN 46060
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 and Staff; A2; Hoosier Road Elementary School: 11300 E 121st St, Fishers, IN, 46037; PTO to School, 27224.

Form 990EZ, Part I, Line 16

PTO expenses 1020.

Form 990EZ, Part I, Line 16

Bank Fees 27.

Form 990EZ, Part I, Line 20

Void check from prior fiscal year 117.

Raw XML Appendix229 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/PersonNm3Michelle Spangler
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Jennifer Ricketts
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Shelby Jasper
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Heidi Heeke
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8Desiree Friedman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Principal
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Past President
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IRS990EZ/OperateHospitalInd0false
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IRS990EZ/OtherChangesInNetAssetsAmt0117
IRS990EZ/OtherExpensesTotalAmt01047
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IRS990EZ/ProhibitedTaxShelterTransInd0false
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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 and Staff; A2; Hoosier Road Elementary School: 11300 E 121st St, Fishers, IN, 46037; PTO to School, 27224.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PTO expenses 1020.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Bank Fees 27.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Void check from prior fiscal year 117.
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
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part I, Line 20
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Jessica Robertson
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt02020/21 Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum03179154240
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-09-09
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/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Carol Schmidt CPA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt019505 Wagon Trail Dr
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Noblesville
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd046060
ReturnHeader/PreparerPersonGrp/PhoneNum03177736850
ReturnHeader/PreparerPersonGrp/PreparationDt02021-09-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Carol A Schmidt CPA
ReturnHeader/ReturnTs02021-09-26T05:51:12-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Jessica
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Robertson
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

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