Civic Intelligence

Phm Nonprofit Organizations Inc

EIN 35-2149444 • 501(c)3 • Mishawaka, IN

Profile

To assist the band program of penn high school in obtaining and maintaining facilities equipment, voluntary manpower and finances

55900 Bittersweet RoadMishawaka, IN 46545

penn.phmschools.org/BAND-BOOSTERS

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

81st percentile

0.16x

Higher debt load relative to assets than 81% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

75th percentile

0.03x

Higher debt load relative to revenue than 75% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

63rd percentile

9.5%

Higher net margin than 63% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

88th percentile

52%

Faster asset growth than 88% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2024

Revenue Growth

78th percentile

29%

Faster revenue growth than 78% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2024

Assets

Up

$45,880

Up $27,187 (+145%) from 2023

Liabilities

Up

$7,120

Up $7,120 from 2023

Net Assets

Up

$38,760

Up $20,067 (+107%) from 2023

Revenue

Up

$211,949

Up $26,023 (+14%) from 2023

Expenses

Up

$191,882

Up $4,820 (+2.6%) from 2023

Net Income

Up

$20,067

Up $21,203 (+1866%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$100K$50K$0Assets 2015: $53,328Liabilities 2015: $0Net Assets 2015: $53,3282015Assets 2018: $64,091Liabilities 2018: $0Net Assets 2018: $64,0912018Assets 2019: $83,622Liabilities 2019: $0Net Assets 2019: $83,6222019Assets 2020: $63,101Liabilities 2020: $0Net Assets 2020: $63,1012020Assets 2021: $60,634Liabilities 2021: $0Net Assets 2021: $60,6342021Assets 2022: $19,827Liabilities 2022: $0Net Assets 2022: $19,8272022Assets 2023: $18,693Liabilities 2023: $0Net Assets 2023: $18,6932023Assets 2024: $45,880Liabilities 2024: $7,120Net Assets 2024: $38,7602024

Highlighted filing

2024

Assets$45,880
Liabilities$7,120
Net Assets$38,760

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$300K$200K$100K$0-$100KRevenue 2015: $14,593Expenses 2015: $47,390Net Income 2015: -$32,7972015Revenue 2018: $157,400Expenses 2018: $133,965Net Income 2018: $23,4352018Revenue 2019: $143,623Expenses 2019: $124,092Net Income 2019: $19,5312019Revenue 2020: $49,814Expenses 2020: $70,335Net Income 2020: -$20,5212020Revenue 2021: $125,223Expenses 2021: $127,690Net Income 2021: -$2,4672021Revenue 2022: $127,072Expenses 2022: $167,879Net Income 2022: -$40,8072022Revenue 2023: $185,926Expenses 2023: $187,062Net Income 2023: -$1,1362023Revenue 2024: $211,949Expenses 2024: $191,882Net Income 2024: $20,0672024

Highlighted filing

2024

Revenue$211,949
Expenses$191,882
Net Income$20,067

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 14, 2025
Return Version
2024v5.1
Gross Receipts
$244,352
Mission and Program Overview

Mission

To assist the band program of penn high school in obtaining and maintaining facilities equipment, voluntary manpower and finances

Assist the band program of penn high school in obtaining and maintaining facilities, equipment, voluntary manpower and finances

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments-$31,109-
Cash and Non-Interest-Bearing Accounts$18,693$13,921▼ $4,772
Prepaid Expenses and Deferred Charges-$850-
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Total Assets$18,693$45,880▲ $27,187
Liabilities
Accounts Payable and Accrued Expenses-$7,120-
Total Liabilities$0$7,120▲ $7,120
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$18,693$38,760▲ $20,067
Total Net Assets Fund Balance$18,693$38,760▲ $20,067
Total Liabilities and Net Assets / Fund Balance$18,693$45,880▲ $27,187
Compensation and Service Providers

Board Members and Trustees

NameTitle
Sheri CampeauPresident
Sherrie HoyVice President
Amy KuzmicCo-treasurer
Jeanne CheckleySecretary
Justine WebbTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Tom DeanMarching Band Show Design6176 GLENVIEW DR, Newburgh, IN 47630$14,000
Andy MroczekColor And Winter Guard Director1321 BROWNE LN, South Bend, IN 46615$12,100
Charles CombsColor And Winter Guard Director13686 RAVENWOOD DRIVE, Granger, IN 46530$6,816
Matthew BlackMarching Band Show Design950 NEVELLE LANE, Carmel, IN 46032$6,000
Michael MillerMarching Band Show Design36 MCFERRIN AVE, Nashville, TN 37206$6,000
Revenue and Support

Revenue Composition

Contributions and Grants
$2,317
Program Service Revenue
$115,420
Investment Income
$65
Other Revenue
$94,147
All Other Contributions
$2,317
Change in Net Assets
$20,067
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$191,882
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$92,280--$92,280
All Other Expenses$11,425--$11,425
Other Expenses$3,313--$3,313
Office Expenses-$1,277-$1,277
Fees for Services Accounting-$350-$350
Travel$136--$136
Total Functional Expenses$190,255$1,627$0$191,882
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$75,718
Fundraising Direct Expenses$17,801
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Carnival of Bands$38,201$38,201$13,758$24,443
Evening of Jazz$7,658$7,658$2,842$4,816
Total Events$45,859$45,859$18,819$27,040
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

PART VI, SECTION A, LINE 8A

Meeting minutes are prepared and subsequently voted on to approve the minutes into the official record book.

PART VI, SECTION A, LINE 8B

Meeting minutes are prepared and subsequently voted on to approve the minutes into the official record book.

Part VI, Section B, Line 11

The organization s 990 is reviewed by the governing board, who give final approval before the 990 is filed.

Part VI, Section C, Line 19

The organization s documents are available upon request.

Filing and Contact Details

Filer

Filer Name
Phm Nonprofit Organizations Inc
EIN
35-2149444
Phone
5742597961
Address
55900 BITTERSWEET ROAD, MISHAWAKA, IN 46545
Doing Business As
Penn Band Boosters Club

Signing Officer

Name
Justine Webb
Title
Treasurer
Phone
5742597961
Signed
2025-05-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Justine Webb
Formed
1999
Legal Domicile
In
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
20

Preparer

Firm
Valor Partners LLC
Address
1028 E COLFAX AVE, SOUTH BEND, IN 46617
Preparer
Justine N Webb
Phone
5742411699
Supplemental Narrative

Additional Explanations

PART IX, LINE 11G

Clinicians for student musicians: $683 program service expense show design for marching band: $36,000 program service expense color guard staff: $18,694 program service expense marching band staff: $27,900 program service expense winter guard staff: $9,003 program service expense

PART IX, LINE 24E

Feed the band: $5,996 program service expense clinics and camps: $2,049 program service expense music rights: $3,380 program service expense

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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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IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt068
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0151
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0161
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0458
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0209567
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/InvestmentIncomePYPct00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.95842
IRS990ScheduleA/PublicSupportCY509Pct00
IRS990ScheduleA/PublicSupportPY170Pct00.95127
IRS990ScheduleA/PublicSupportPY509Pct00
IRS990ScheduleA/PublicSupportTotal170Amt010556
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt02317
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt03423
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt03635
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt01076
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0105
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt010556
IRS990ScheduleA/TotalSupportAmt011014
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleG/EmailSolicitationsInd0X
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt018819
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0CARNIVAL OF BANDS
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0EVENING OF JAZZ
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt01558
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent2Amt0350
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt01908
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt038201
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt07658
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt045859
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt038201
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt07658
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt045859
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt027040
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt016600
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt013758
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt02842
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent2Amt0311
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt0311
IRS990ScheduleG/InPersonSolicitationsInd0X
IRS990ScheduleG/LicensedStatesCd0IN
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MEETING MINUTES ARE PREPARED AND SUBSEQUENTLY VOTED ON TO APPROVE THE MINUTES INTO THE OFFICIAL RECORD BOOK.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1MEETING MINUTES ARE PREPARED AND SUBSEQUENTLY VOTED ON TO APPROVE THE MINUTES INTO THE OFFICIAL RECORD BOOK.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION S 990 IS REVIEWED BY THE GOVERNING BOARD, WHO GIVE FINAL APPROVAL BEFORE THE 990 IS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION S DOCUMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4CLINICIANS FOR STUDENT MUSICIANS: $683 PROGRAM SERVICE EXPENSE SHOW DESIGN FOR MARCHING BAND: $36,000 PROGRAM SERVICE EXPENSE COLOR GUARD STAFF: $18,694 PROGRAM SERVICE EXPENSE MARCHING BAND STAFF: $27,900 PROGRAM SERVICE EXPENSE WINTER GUARD STAFF: $9,003 PROGRAM SERVICE EXPENSE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5FEED THE BAND: $5,996 PROGRAM SERVICE EXPENSE CLINICS AND CAMPS: $2,049 PROGRAM SERVICE EXPENSE MUSIC RIGHTS: $3,380 PROGRAM SERVICE EXPENSE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0PART VI, SECTION A, LINE 8a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1PART VI, SECTION A, LINE 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4PART IX, LINE 11g
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5PART IX, LINE 24e
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IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0IN
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt018693
IRS990/TotalAssetsEOYAmt045880
IRS990/TotalAssetsGrp/BOYAmt018693
IRS990/TotalAssetsGrp/EOYAmt045880
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt02317
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt01627
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0190255
IRS990/TotalFunctionalExpensesGrp/TotalAmt0191882
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt07120
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt07120
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt018693
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt038760
IRS990/TotalProgramServiceExpensesAmt0187746
IRS990/TotalProgramServiceRevenueAmt0115420
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0115485
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0211949
IRS990/TotalVolunteersCnt020
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt018693
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt045880
IRS990/TravelGrp/ProgramServicesAmt0136
IRS990/TravelGrp/TotalAmt0136
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt055900 BITTERSWEET ROAD
IRS990/USAddress/CityNm0MISHAWAKA
IRS990/USAddress/StateAbbreviationCd0IN
IRS990/USAddress/ZIPCd046545
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0HTTPS://SITES.GOOGLE.COM/PHM.K12.IN.US/P
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JUSTINE WEBB
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05742597961
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PHM NONPROFIT ORGANIZATIONS INC
ReturnHeader/Filer/BusinessNameControlTxt0PHMN
ReturnHeader/Filer/EIN0352149444
ReturnHeader/Filer/PhoneNum05742597961
ReturnHeader/Filer/USAddress/AddressLine1Txt055900 BITTERSWEET ROAD
ReturnHeader/Filer/USAddress/CityNm0MISHAWAKA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IN
ReturnHeader/Filer/USAddress/ZIPCd046545
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0823433108
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0VALOR PARTNERS LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01028 E COLFAX AVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SOUTH BEND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd046617
ReturnHeader/PreparerPersonGrp/PhoneNum05742411699
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JUSTINE N WEBB
ReturnHeader/ReturnTs02025-05-14T17:02:18-05:00

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