Civic Intelligence

Winfield - Jerry Ross Parent Teacher Organization

990EZ • Fiscal year 2014 • EIN 35-2157490

Jul 01, 2013 to Jun 30, 2014 • Filed on Jan 10, 2015

13128 Montgomery Street46307

(219) 663-2287

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 2014

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2014

Net Margin

76th percentile

19%

Higher net margin than 76% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

88th percentile

73%

Faster asset growth than 88% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

69th percentile

16%

Faster revenue growth than 69% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Assets

Up

$25,624

Up $10,831 (+73%) from 2013

Net Assets

Up

$25,624

Up $10,831 (+73%) from 2013

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$56,166

Up $7,944 (+16%) from 2013

Expenses

Down

$45,335

Down $14,240 (-24%) from 2013

Net Income

Up

$10,831

Up $22,184 (+195%) from 2013

Historical Trend

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2010: $41,729Net Assets 2010: $41,7292010Assets 2013: $14,793Net Assets 2013: $14,7932013Assets 2014: $25,624Net Assets 2014: $25,6242014Assets 2015: $20,344Net Assets 2015: $20,3442015Assets 2016: $30,156Net Assets 2016: $30,1562016Assets 2017: $37,244Net Assets 2017: $37,2442017Assets 2018: $62,436Net Assets 2018: $62,4362018Assets 2019: $95,441Net Assets 2019: $95,4412019Assets 2020: $101,388Net Assets 2020: $101,3882020Assets 2021: $124,676Net Assets 2021: $124,6762021Assets 2022: $138,425Liabilities 2022: $0Net Assets 2022: $138,4252022Assets 2023: $0Liabilities 2023: $0Net Assets 2023: $02023

Highlighted filing

2014

Assets$25,624
Liabilities-
Net Assets$25,624

Operations Trend

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

$150K$100K$50K$0-$50K-$100KRevenue 2010: $50,162Expenses 2010: $51,164Net Income 2010: -$1,0022010Revenue 2013: $48,222Expenses 2013: $59,575Net Income 2013: -$11,3532013Revenue 2014: $56,166Expenses 2014: $45,335Net Income 2014: $10,8312014Revenue 2015: $44,070Expenses 2015: $49,350Net Income 2015: -$5,2802015Revenue 2016: $77,125Expenses 2016: $67,313Net Income 2016: $9,8122016Revenue 2017: $53,215Expenses 2017: $46,127Net Income 2017: $7,0882017Revenue 2018: $63,868Expenses 2018: $38,676Net Income 2018: $25,1922018Revenue 2019: $66,907Expenses 2019: $33,902Net Income 2019: $33,0052019Revenue 2020: $31,232Expenses 2020: $25,285Net Income 2020: $5,9472020Revenue 2021: $61,049Expenses 2021: $37,761Net Income 2021: $23,2882021Revenue 2022: $52,829Expenses 2022: $39,080Net Income 2022: $13,7492022Revenue 2023: $60,707Expenses 2023: $129,768Net Income 2023: -$69,0612023

Highlighted filing

2014

Revenue$56,166
Expenses$45,335
Net Income$10,831
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Jan 10, 2015
Return Version
2013v4.0
Gross Receipts
$104,745
Mission and Program Overview

Mission

Facilitate education of winfield elementary students

Program Services

DescriptionGrantsExpenses
To provide Winfield Elementary Schools parents and students with educational programs that enhance the social, educational, and physical growth of all students.-$30,225
To provide the teachers and administration of Winfield Elementary Schools with classroom materials and programs that promote a positive educational environment that utilizes multiple intelligences and life skills.-$15,110
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Adrienne LelugaPresident-$0--
Jenni SzidikPresident-$0--
Nicole ShackletonVP-$0--
Sheila ChandlerVP-$0--
Lisa ArenaTreasurer-$0--
Andrea KelleherSecretary-$0--
Lisa BateyLiaison-$0--
Joanie ClarkLiaison-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$33,035$33,035$5,555$27,480
Event 2$20,533$20,533$10,145$10,388
Total Events$92,848$92,848$42,382$50,466
Filing and Contact Details

Filer

EIN
35-2157490
Phone
2196632287

Signing Officer

Name
Adrienne Leluga Jenni Szidik
Title
President
Signed
2015-01-10
Discuss with paid preparer
Yes

Preparer

Preparer
Joseph Harris CPA
Phone
2196883659
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 16, Other Expenses

Supplies 445

Form 990-EZ, Part I, Line 16, Other Expenses

PTO Insurance 805

Form 990-EZ, Part I, Line 16, Other Expenses

Other PTO Operating Expenses 3,417

Form 990-EZ, Part I, Line 16, Other Expenses

Teacher Expenses - Specials 1,355

Form 990-EZ, Part I, Line 16, Other Expenses

Academic Program Expenses 5,463

Form 990-EZ, Part I, Line 16, Other Expenses

Special Activity Expenses 11,175

Form 990-EZ, Part I, Line 16, Other Expenses

School Expenses-Custodians/Nurse/Office 695

Form 990-EZ, Part I, Line 16, Other Expenses

Field Trip Expenses 5,778

Form 990-EZ, Part I, Line 16, Other Expenses

School Expenses-Principals 1,641

Form 990-EZ, Part I, Line 16, Other Expenses

School Expenses-Staff 796

Form 990-EZ, Part I, Line 16, Other Expenses

School Expenses-Home Room 12,615

Raw XML Appendix208 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
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Adrienne Leluga
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Jenni Szidik
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Nicole Shackleton
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Sheila Chandler
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Lisa Arena
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Andrea Kelleher
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Joanie Clark
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Liaison
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Liaison
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt044185
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Facilitate Education of Winfield Elementary Students
IRS990EZ/PrintingPublicationsPostageAmt0500
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0To provide the teachers and administration of Winfield Elementary Schools with classroom materials and programs that promote a positive educational environment that utilizes multiple intelligences and life skills.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1To provide Winfield Elementary Schools parents and students with educational programs that enhance the social, educational, and physical growth of all students.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt015110
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt130225
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
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IRS990EZ/SpecialEventsNetIncomeLossAmt056163
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0IN
IRS990EZ/SubjectToProxyTaxInd0false
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IRS990EZ/TaxImposedUnderIRC4911Amt00
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IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationOtherDesc0Tax Exempt
IRS990EZ/TypeOfOrganizationOtherInd0X
IRS990EZ/WebsiteAddressTxt0NA
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt03
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt02
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt03
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt05
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt013
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt056163
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IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt060006
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt013
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00010
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.00000
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt060006
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0286031
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt042382
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt01500
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt01500
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt02150
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt039280
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt033035
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt020533
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt039280
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt092848
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent1Amt0Winterfest
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent2Amt0Entertainment Book Sale
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IRS990ScheduleG/LicensedStatesCd0IN
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Supplies 445
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PTO Insurance 805
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Other PTO Operating Expenses 3,417
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Teacher Expenses - Specials 1,355
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Academic Program Expenses 5,463
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Special Activity Expenses 11,175
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6School Expenses-Custodians/Nurse/Office 695
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Field Trip Expenses 5,778
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8School Expenses-Principals 1,641
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9School Expenses-Staff 796
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10School Expenses-Home Room 12,615
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990-EZ, Part I, Line 16, Other Expenses
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Adrienne Leluga Jenni Szidik
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-01-10
ReturnHeader/Filer/BusinessName/BusinessNameLine10Winfield - Jerry Ross Parent Teacher Organization
ReturnHeader/Filer/BusinessNameControlTxt0WINF
ReturnHeader/Filer/EIN0352157490
ReturnHeader/Filer/PhoneNum02196632287
ReturnHeader/Filer/USAddress/AddressLine1013128 Montgomery Street
ReturnHeader/Filer/USAddress/City0Crown Point
ReturnHeader/Filer/USAddress/State0IN
ReturnHeader/Filer/USAddress/ZIPCode046307
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10Joseph M Harris CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine108069 E 123rd Place
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0Crown Point
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0IN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode046307
ReturnHeader/PreparerPersonGrp/PhoneNum02196883659
ReturnHeader/PreparerPersonGrp/PreparationDt02015-01-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Joseph Harris CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02015-01-10T09:08:14-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

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