Civic Intelligence

Independence Elementary

EIN 38-3504207 • 501(c)3 • Clarkston, MI

Pub. 78 Eligible990-N Coverage

Profile

The purpose of this organization is to support the teaching staff, provide enhancements to the learning experience and foster communication between the

6850 Hubbard RoadClarkston, MI 48348

n/A

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

62nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

24th percentile

-19%

Higher net margin than 24% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

19th percentile

-55%

Faster asset growth than 19% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

38th percentile

-15%

Faster revenue growth than 38% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets60th percentile

Assets

Down

$5,354

Down $6,463 (-55%) from 2016

Liabilities

Flat

$0

Flat from 2016

Net Assets

Down

$5,354

Down $6,463 (-55%) from 2016

Operations
Liabilities / Revenue62nd percentileNet Margin24th percentile

Revenue

Down

$34,328

Down $5,952 (-15%) from 2016

Expenses

Up

$40,791

Up $10,053 (+33%) from 2016

Net Income

Down

-$6,463

Down $16,005 (-168%) from 2016

Trend Graphs

Balance Sheet Trend

Asset Growth19th percentile

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

$15K$10K$5.0K$0Assets 2012: $6,850Liabilities 2012: $02012Assets 2013: $6,262Liabilities 2013: $02013Assets 2014: $1,967Liabilities 2014: $02014Assets 2015: $2,275Liabilities 2015: $02015Assets 2016: $11,817Liabilities 2016: $0Net Assets 2016: $11,8172016Assets 2017: $5,354Liabilities 2017: $0Net Assets 2017: $5,3542017

Highlighted filing

2017

Assets$5,354
Liabilities$0
Net Assets$5,354
Open 2017 Filing

Operations Trend

Revenue Growth38th percentile

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

$60K$40K$20K$0-$20KRevenue 2012: $27,831Expenses 2012: $27,344Net Income 2012: $4872012Revenue 2013: $29,653Expenses 2013: $30,237Net Income 2013: -$5842013Revenue 2014: $28,080Expenses 2014: $32,374Net Income 2014: -$4,2942014Revenue 2015: $40,214Expenses 2015: $39,907Net Income 2015: $3072015Revenue 2016: $40,280Expenses 2016: $30,738Net Income 2016: $9,5422016Revenue 2017: $34,328Expenses 2017: $40,791Net Income 2017: -$6,4632017

Highlighted filing

2017

Revenue$34,328
Expenses$40,791
Net Income-$6,463
Open 2017 Filing

Filings

Most recent year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,354
Liabilities
$0
Net assets
$5,354
Revenue
$34,328
Expenses
$40,791
Net income
-$6,463
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2017Detailed filing. Detailed filing data is available for this year.$5.35$0.00$5.35$34.3$40.8$6.46
2016Detailed filing. Detailed filing data is available for this year.$11.8$0.00$11.8$40.3$30.7$9.54
2015Summary only. Only limited summary data is available for this year.$2.28$0.00$40.2$39.9$0.31
2014Summary only. Only limited summary data is available for this year.$1.97$0.00$28.1$32.4$4.29
2013Summary only. Only limited summary data is available for this year.$6.26$0.00$29.7$30.2$0.58
2012Summary only. Only limited summary data is available for this year.$6.85$0.00$27.8$27.3$0.49
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Sep 1, 2016 to Aug 31, 2017
Signed
Aug 6, 2017
Return Version
2016v3.0
Gross Receipts
$41,581
Mission and Program Overview

Mission

The purpose of this organization is to support the teaching staff, provide enhancements to the learning experience and foster communication between the

Program Services

DescriptionGrantsExpenses
CLASSROOM ENHANCEMENTS INCLUDING CLASSROOM MATERIALS AND CHROMEBOOKS ALL STUDENTS BENEFITED FROM THE UPDATES-$20,512
FIELD TRIPS - TO ENHANCE THE STUDENTS LEARNING EXPERIENCE ALL STUDENTS BENEFITED FROM THE ACTIVITIES-$12,161
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
TENA RICHIEPresidentPT$0--
JENI DOUGHERTYVice PresidentPT$0--
SARAH MALYSTreasurerPT$0--
JACKI FREDRICKSONAsst TreasurerPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fun Run$16,672$16,672$1,302$15,370
Winter Carnival$13,950$13,950$3,044$10,906
Total Events$30,622$30,622$4,346$26,276
Filing and Contact Details

Filer

Filer Name
Independence Elementary Parent Teacher Organization
EIN
38-3504207
Phone
2486235500
Address
6850 Hubbard Road, Clarkston, MI 48348

Signing Officer

Name
Sarah Malys
Title
Treasurer
Phone
2486235500
Signed
2017-08-06
Discuss with paid preparer
Yes

Preparer

Firm
Himrod & Associates PC
Address
316 Town Center Dr, Troy, MI 48084
Preparer
Bruce Himrod CPA
Phone
2485249020
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 16

“ADMINISTRATIVE 35.”

Form 990EZ, Part I, Line 16

“Classroom enhancements 20512.”

Form 990EZ, Part I, Line 16

“Donuts w/dad, muffins w/mom 1181.”

Form 990EZ, Part I, Line 16

“STAFF APPRICIATION 706.”

Form 990EZ, Part I, Line 16

“5th grade celebration 1750.”

Form 990EZ, Part I, Line 16

“ASSEMBLIES 2834.”

Form 990EZ, Part I, Line 16

“March is reading month 1196.”

Form 990EZ, Part I, Line 16

“FIELD TRIPS 12161.”

Form 990EZ, Part I, Line 16

“INSURANCE 374.”

Form 990EZ, Part I, Line 16

“BANK SERVICE CHARGES 37.”

Form 990EZ, Part I, Line 16

“TAX PAID 5.”

Raw XML Appendix180 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/BooksInCareOfDetail/PhoneNum02486235500
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0CLARKSTON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd048348
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt011817
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IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
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IRS990EZ/ExcessOrDeficitForYearAmt0-6463
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IRS990EZ/FundraisingGrossIncomeAmt030622
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt0-290
IRS990EZ/GrossReceiptsAmt041581
IRS990EZ/GrossSalesOfInventoryAmt02617
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LobbyingActivitiesInd0false
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IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt011817
IRS990EZ/NetAssetsOrFundBalancesEOYAmt05354
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt06.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt16.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt36.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0TENA RICHIE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JENI DOUGHERTY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2SARAH MALYS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JACKI FREDRICKSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3ASST TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt040791
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0THE PURPOSE OF THIS ORGANIZATION IS TO SUPPORT THE TEACHING STAFF, PROVIDE ENHANCEMENTS TO THE LEARNING EXPERIENCE AND FOSTER COMMUNICATION BETWEEN THE
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0CLASSROOM ENHANCEMENTS INCLUDING CLASSROOM MATERIALS AND CHROMEBOOKS ALL STUDENTS BENEFITED FROM THE UPDATES
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1FIELD TRIPS - TO ENHANCE THE STUDENTS LEARNING EXPERIENCE ALL STUDENTS BENEFITED FROM THE ACTIVITIES
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt020512
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt112161
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt04346
IRS990EZ/SpecialEventsNetIncomeLossAmt026276
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt040791
IRS990EZ/TotalProgramServiceExpensesAmt032673
IRS990EZ/TotalRevenueAmt034328
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt034618
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt039342
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt039673
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt027796
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt029559
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0170988
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0-290
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0938
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt03599
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt011203
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt00
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IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt034328
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt040280
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt043377
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt031048
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt033158
IRS990ScheduleA/Total509Grp/TotalAmt0182191
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0182191
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt04346
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0WINTER CARNIVAL
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0FUN RUN
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt013950
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt016672
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt030622
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt013950
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt016672
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt030622
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt026276
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt04346
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt03044
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt01302
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ADMINISTRATIVE 35.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1CLASSROOM ENHANCEMENTS 20512.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DONUTS W/DAD, MUFFINS W/MOM 1181.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3STAFF APPRICIATION 706.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt45TH GRADE CELEBRATION 1750.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5ASSEMBLIES 2834.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6MARCH IS READING MONTH 1196.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7FIELD TRIPS 12161.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8INSURANCE 374.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9BANK SERVICE CHARGES 37.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10TAX PAID 5.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990EZ, Part I, Line 16
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SARAH MALYS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02486235500
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-08-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Independence Elementary Parent Teacher Organization
ReturnHeader/Filer/BusinessNameControlTxt0INDE
ReturnHeader/Filer/EIN0383504207
ReturnHeader/Filer/PhoneNum02486235500
ReturnHeader/Filer/USAddress/AddressLine1Txt06850 Hubbard Road
ReturnHeader/Filer/USAddress/CityNm0Clarkston
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MI
ReturnHeader/Filer/USAddress/ZIPCd048348
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ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0107.210.139.81
ReturnHeader/FilingSecurityInformation/IPDt02018-06-01
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm010:03:28
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Himrod & Associates PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0316 Town Center Dr
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Troy
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd048084
ReturnHeader/PreparerPersonGrp/PhoneNum02485249020
ReturnHeader/PreparerPersonGrp/PreparationDt02018-06-01
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRUCE HIMROD CPA
ReturnHeader/ReturnTs02018-06-01T10:03:28-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-09-01
ReturnHeader/TaxPeriodEndDt02017-08-31
ReturnHeader/TaxYr02016

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