Civic Intelligence

Independence Elementary

990EZ • Fiscal year 2016 • EIN 38-3504207

Sep 01, 2015 to Aug 31, 2016 • Filed on Nov 14, 2016

Organization ProfileN/A
6850 Hubbard RoadClarkston, MI 48348

(248) 623-5500

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

55th percentile

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

80th percentile

24%

Higher net margin than 80% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

97th percentile

419%

Faster asset growth than 97% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

49th percentile

0.2%

Faster revenue growth than 49% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$11,817

Up $9,542 (+419%) from 2015

Net Assets

$11,817

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin80th percentile

Revenue

Up

$40,280

Up $66 (+0.2%) from 2015

Expenses

Down

$30,738

Down $9,169 (-23%) from 2015

Net Income

Up

$9,542

Up $9,235 (+3008%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth97th percentile

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

$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

2016

Assets$11,817
Liabilities$0
Net Assets$11,817
Open 2016 Filing

Operations Trend

Revenue Growth49th percentile

Revenue, expenses, and net income across loaded years, with this 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

2016

Revenue$40,280
Expenses$30,738
Net Income$9,542
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2015 to Aug 31, 2016
Signed
Nov 14, 2016
Return Version
2015v3.0
Gross Receipts
$45,992
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
FIELD TRIPS - TO ENHANCE THE STUDENTS LEARNING EXPERIENCE ALL STUDENTS BENEFITED FROM THE ACTIVITIES-$12,339
CLASSROOM ENHANCEMENTS ALL STUDENTS BENEFITED FROM THE UPDATES-$7,145
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BRAD SHIRESPresidentPT$0--
JENI DOUGHERTYVice PresidentPT$0--
TENA RICHIETreasurerPT$0--
SARAH MALYSAsst TreasurerPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fun Run$19,266$19,266$1,686$17,580
Winter Carnival$14,361$14,361$2,950$11,411
Total Events$33,627$33,627$4,636$28,991
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
Tena Richie
Title
Treasurer
Phone
2486235500
Signed
2016-11-14
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 338.”

Form 990EZ, Part I, Line 16

“Classroom enhancements 7145.”

Form 990EZ, Part I, Line 16

“MEETINGS 1371.”

Form 990EZ, Part I, Line 16

“STAFF APPRICIATION 693.”

Form 990EZ, Part I, Line 16

“5th grade celebration 232.”

Form 990EZ, Part I, Line 16

“ASSEMBLIES 6330.”

Form 990EZ, Part I, Line 16

“VARIETY SHOW 300.”

Form 990EZ, Part I, Line 16

“FIELD TRIPS 12339.”

Form 990EZ, Part I, Line 16

“SOCKS DAY 1990.”

Raw XML Appendix168 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/PersonNm0TENA RICHIE
IRS990EZ/BooksInCareOfDetail/PhoneNum02486235500
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt06850 HUBBARD ROAD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0CLARKSTON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd048348
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt02275
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IRS990EZ/CostOfGoodsSoldAmt01076
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt09542
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
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IRS990EZ/FundraisingGrossIncomeAmt033627
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt0938
IRS990EZ/GrossReceiptsAmt045992
IRS990EZ/GrossSalesOfInventoryAmt02014
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt02275
IRS990EZ/NetAssetsOrFundBalancesEOYAmt011817
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt06.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt16.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt26.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt36.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0BRAD SHIRES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JENI DOUGHERTY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2TENA RICHIE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3SARAH MALYS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3ASST TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt030738
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 ALL STUDENTS BENEFITED FROM THE UPDATES
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1FIELD TRIPS - TO ENHANCE THE STUDENTS LEARNING EXPERIENCE ALL STUDENTS BENEFITED FROM THE ACTIVITIES
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt07145
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt112339
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt04636
IRS990EZ/SpecialEventsNetIncomeLossAmt028991
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt030738
IRS990EZ/TotalProgramServiceExpensesAmt019484
IRS990EZ/TotalRevenueAmt040280
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt039342
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt039673
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt027796
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt029559
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt027588
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0163958
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0938
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt03704
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt03252
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt03599
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt09705
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt021198
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt00
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IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt040280
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt043377
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt031048
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt033158
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt037293
IRS990ScheduleA/Total509Grp/TotalAmt0185156
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0185156
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt04636
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0WINTER CARNIVAL
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0FUN RUN
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt014361
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt019266
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt033627
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt014361
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt019266
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt033627
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt028991
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt04636
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt02950
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt01686
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ADMINISTRATIVE 338.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1CLASSROOM ENHANCEMENTS 7145.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2MEETINGS 1371.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3STAFF APPRICIATION 693.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt45TH GRADE CELEBRATION 232.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5ASSEMBLIES 6330.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6VARIETY SHOW 300.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7FIELD TRIPS 12339.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8SOCKS DAY 1990.
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
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0TENA RICHIE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02486235500
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-11-14
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
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/PreparationDt02017-02-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRUCE HIMROD CPA
ReturnHeader/ReturnTs02017-02-11T12:22:49-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-09-01
ReturnHeader/TaxPeriodEndDt02016-08-31
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$11,817
Liabilities
$0
Net assets
$11,817
Revenue
$40,280
Expenses
$30,738
Net income
$9,542
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