Civic Intelligence

Pleasant View Elementary Schools Parent Teacher Organization Inc.

990EZ • Fiscal year 2021 • EIN 35-2146196

Jun 01, 2020 to May 31, 2021 • Filed on Sep 23, 2021

4700 South 975 EastZionsville, IN 46077

(317) 873-2376

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

69th percentile

0.02x

Higher debt load relative to assets than 69% of similar nonprofits.

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

Liabilities / Revenue

76th percentile

0.06x

Higher debt load relative to revenue than 76% of similar nonprofits.

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

Net Margin

10th percentile

-59%

Higher net margin than 10% 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

Score unavailable

No value available

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

Source year 2021

Revenue Growth

Score unavailable

No value available

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

Source year 2021

Assets

$29,349

No earlier filing loaded for comparison.

Net Assets

$28,630

No earlier filing loaded for comparison.

Liabilities

$719

No earlier filing loaded for comparison.

Revenue

$11,186

No earlier filing loaded for comparison.

Expenses

$17,754

No earlier filing loaded for comparison.

Net Income

-$6,568

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2021: $29,349Liabilities 2021: $719Net Assets 2021: $28,6302021Assets 2022: $43,082Net Assets 2022: $43,0822022Assets 2023: $61,217Net Assets 2023: $61,2172023Assets 2024: $103,688Net Assets 2024: $103,6882024Assets 2025: $89,085Net Assets 2025: $89,0852025

Highlighted filing

2021

Assets$29,349
Liabilities$719
Net Assets$28,630

Operations Trend

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

$100K$50K$0-$50KRevenue 2021: $11,186Expenses 2021: $17,754Net Income 2021: -$6,5682021Revenue 2022: $56,170Expenses 2022: $41,718Net Income 2022: $14,4522022Revenue 2023: $67,076Expenses 2023: $48,941Net Income 2023: $18,1352023Revenue 2024: $85,376Expenses 2024: $49,549Net Income 2024: $35,8272024Revenue 2025: $66,809Expenses 2025: $81,412Net Income 2025: -$14,6032025

Highlighted filing

2021

Revenue$11,186
Expenses$17,754
Net Income-$6,568
Jump To
Filing Snapshot
Filing Period
Jun 1, 2020 to May 31, 2021
Signed
Sep 23, 2021
Return Version
2020v4.0
Gross Receipts
$13,080
Mission and Program Overview

Mission

Promote parent interest and involvement in, and assist with funding of, School Activities.

Promote parent interest and involvement, fund activities.

Program Services

DescriptionGrantsExpenses
STUDENT ENRICHMENT INCLUDING MATERIALS, PROGRAMS AND TEACHER GRANTS.-$9,175
STUDENT AND STAFF SERVICES INCLUDES FIELD DAY, KOKOMO BEACH DAY, AND OTHER ACTIVITIES DIRECTLY AFFECTING STUDENTS AND STAFF. STAFF LUNCHEONS AND APPRECIATION ARE INCLUDED. APPROX 500 STUDENTS AND 50 STAFF BENEFITED.-$8,171
FAMILY SERVICES INCLUDES BEAUTIFICATION OF SCHOOL, SOCIAL ACTIVITIES AND BACK TO SCHOOL NIGHT. APPROX 1,000 STUDENTS AND PARENTS BENEFITED.-$408
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ELIZABETH BURNETTPresidentPT$0--
CANDICE FRITSVice Preside-$0--
SHANNON BARRONSecretary-$0--
CANDACE MURPHYTreasurer-$0--
BRETT ATKINCommunicatio-$0--
MELISSA GESSEFamily Servi-$0--
DARA JONESFundraising-$0--
MARIANNE SAMUELStudent Serv-$0--
LAURA RITTERStudent Serv-$0--
JEN GRAVESStaff Servic-$0--
NIKOLE ROBESONStaff Servic-$0--
LAURA MOBLEYTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Pleasant View Elementary School Pto
EIN
35-2146196
Phone
3178732376
Address
4700 SOUTH 975 EAST, ZIONSVILLE, IN 46077

Signing Officer

Name
Laura Mobley
Title
Treasurer
Phone
3178732376
Signed
2021-09-23
Discuss with paid preparer
Yes

Preparer

Firm
WULBER CPA'S LLC
Address
PO BOX 517, ZIONSVILLE, IN 46077-0517
Preparer
Angela S Wulber CPA
Phone
3178735035
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

Directory advertising cost of goods sold 450 expenses student enrichment 3,125 teacher grants 5,600 family services -42 staff & student services 8,171 total 17,304

Form 990-ez, Part II, Line 26

Student crisis fund 651 719

Raw XML Appendix200 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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CompensationExplanation/CompensationExplanationGrp/PersonNm2SHANNON BARRON
CompensationExplanation/CompensationExplanationGrp/PersonNm3CANDACE MURPHY
CompensationExplanation/CompensationExplanationGrp/PersonNm4BRETT ATKIN
CompensationExplanation/CompensationExplanationGrp/PersonNm5MELISSA GESSE
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CompensationExplanation/CompensationExplanationGrp/PersonNm7MARIANNE SAMUEL
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDE
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IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt017304
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DIRECTORY ADVERTISING COST OF GOODS SOLD 450 EXPENSES STUDENT ENRICHMENT 3,125 TEACHER GRANTS 5,600 FAMILY SERVICES -42 STAFF & STUDENT SERVICES 8,171 TOTAL 17,304
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1STUDENT CRISIS FUND 651 719
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 26
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LAURA MOBLEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum03178732376
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-09-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PLEASANT VIEW ELEMENTARY SCHOOL PTO
ReturnHeader/Filer/BusinessNameControlTxt0PLEA
ReturnHeader/Filer/EIN0352146196
ReturnHeader/Filer/PhoneNum03178732376
ReturnHeader/Filer/USAddress/AddressLine1Txt04700 SOUTH 975 EAST
ReturnHeader/Filer/USAddress/CityNm0ZIONSVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IN
ReturnHeader/Filer/USAddress/ZIPCd046077
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0352094000
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WULBER CPA'S LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 517
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ZIONSVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0460770517
ReturnHeader/PreparerPersonGrp/PhoneNum03178735035
ReturnHeader/PreparerPersonGrp/PreparationDt02021-09-23
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ANGELA S WULBER CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02021-10-04T08:53:51-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0LAURA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MOBLEY
ReturnHeader/TaxPeriodBeginDt02020-06-01
ReturnHeader/TaxPeriodEndDt02021-05-31
ReturnHeader/TaxYr02020

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