Civic Intelligence

Union Elementary School PTO Inc

EIN 46-1783646 • 501(c)3 • Zionsville, IN

Profile

Exclusively charitable and educational business to promote and facilitate the education of union elementary students through enrichment programs and activities.

11750 East 300 SouthZionsville, IN 46077

n/A

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2025

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2025

Net Margin

38th percentile

-3.5%

Higher net margin than 38% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

Score unavailable

No value available

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

Asset Growth

47th percentile

-3.0%

Faster asset growth than 47% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

83rd percentile

43%

Faster revenue growth than 83% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$56,197

Down $1,757 (-3.0%) from 2024

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$56,197

Down $1,757 (-3.0%) from 2024

Operations
Liabilities / RevenueScore unavailableNet Margin38th percentile

Revenue

Up

$49,686

Up $15,009 (+43%) from 2024

Expenses

Down

$51,443

Down $8,733 (-15%) from 2024

Net Income

Up

-$1,757

Up $23,742 (+93%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth47th percentile

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

$100K$50K$0Assets 2013: $40,805Liabilities 2013: $02013Assets 2014: $63,145Liabilities 2014: $02014Assets 2015: $41,641Liabilities 2015: $02015Assets 2016: $36,153Liabilities 2016: $02016Assets 2017: $39,417Liabilities 2017: $02017Assets 2018: $56,963Liabilities 2018: $02018Assets 2019: $73,661Liabilities 2019: $02019Assets 2020: $74,350Liabilities 2020: $02020Assets 2021: $74,349Net Assets 2021: $74,3492021Assets 2022: $81,292Net Assets 2022: $81,2922022Assets 2023: $83,453Net Assets 2023: $83,4532023Assets 2024: $57,954Net Assets 2024: $57,9542024Assets 2025: $56,197Net Assets 2025: $56,1972025

Highlighted filing

2025

Assets$56,197
Liabilities-
Net Assets$56,197
Open 2025 Filing

Operations Trend

Revenue Growth83rd percentile

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

$100K$50K$0-$50KRevenue 2013: $49,669Expenses 2013: $32,789Net Income 2013: $16,8802013Revenue 2014: $50,854Expenses 2014: $28,514Net Income 2014: $22,3402014Revenue 2015: $35,952Expenses 2015: $57,456Net Income 2015: -$21,5042015Revenue 2016: $57,853Expenses 2016: $63,341Net Income 2016: -$5,4882016Revenue 2017: $58,461Expenses 2017: $55,197Net Income 2017: $3,2642017Revenue 2018: $58,778Expenses 2018: $41,232Net Income 2018: $17,5462018Revenue 2019: $53,883Expenses 2019: $37,185Net Income 2019: $16,6982019Revenue 2020: $36,680Expenses 2020: $35,991Net Income 2020: $6892020Revenue 2021: $29,179Expenses 2021: $29,180Net Income 2021: -$12021Revenue 2022: $40,909Expenses 2022: $33,966Net Income 2022: $6,9432022Revenue 2023: $38,557Expenses 2023: $36,396Net Income 2023: $2,1612023Revenue 2024: $34,677Expenses 2024: $60,176Net Income 2024: -$25,4992024Revenue 2025: $49,686Expenses 2025: $51,443Net Income 2025: -$1,7572025

Highlighted filing

2025

Revenue$49,686
Expenses$51,443
Net Income-$1,757
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$56,197
Liabilities
-
Net assets
$56,197
Revenue
$49,686
Expenses
$51,443
Net income
-$1,757
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$56.2$56.2$49.7$51.4$1.76
2024Detailed filing. Detailed filing data is available for this year.$58.0$58.0$34.7$60.2$25.5
2023Detailed filing. Detailed filing data is available for this year.$83.5$83.5$38.6$36.4$2.16
2022Detailed filing. Detailed filing data is available for this year.$81.3$81.3$40.9$34.0$6.94
2021Detailed filing. Detailed filing data is available for this year.$74.3$74.3$29.2$29.2$0.00
2020Summary only. Only limited summary data is available for this year.$74.4$0.00$36.7$36.0$0.69
2019Summary only. Only limited summary data is available for this year.$73.7$0.00$53.9$37.2$16.7
2018Summary only. Only limited summary data is available for this year.$57.0$0.00$58.8$41.2$17.5
2017Summary only. Only limited summary data is available for this year.$39.4$0.00$58.5$55.2$3.26
2016Summary only. Only limited summary data is available for this year.$36.2$0.00$57.9$63.3$5.49
2015Summary only. Only limited summary data is available for this year.$41.6$0.00$36.0$57.5$21.5
2014Summary only. Only limited summary data is available for this year.$63.1$0.00$50.9$28.5$22.3
2013Summary only. Only limited summary data is available for this year.$40.8$0.00$49.7$32.8$16.9
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Oct 31, 2025
Return Version
2024v5.2
Gross Receipts
$64,695
Mission and Program Overview

Mission

Exclusively charitable and educational business to promote and facilitate the education of union elementary students through enrichment programs and activities.

Program Services

DescriptionGrantsExpenses
Student enrichment, family services, staff services to promote and facilitate the educationof Union Elementary school students.$0$51,443
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
Lindsey MillerPresidentPT$0--
Rebecca Rozich-KusmierczykVice President-$0--
Jenn BuckleySecretary-$0--
Karen LeppingTreasurerPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Jog-A-Thon$45,410$0$2,618$-2,618
Book Fair$9,012$9,012$9,021$-9
Total Events$54,422$9,012$11,639$-2,627
Filing and Contact Details

Filer

Filer Name
Union Elementary School PTO Inc
EIN
46-1783646
Phone
3177334007
Address
11750 East 300 South, Zionsville, IN 46077

Signing Officer

Name
Karen Lepping
Title
Treasurer
Phone
3177334007
Signed
2025-10-31
Discuss with paid preparer
Yes

Preparer

Firm
JR Helms & Associates PC
Address
7960 Zionsville Road, Indianapolis, IN 46268
Preparer
John R Helms CPA
Phone
3173372980
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 16

“Student, teacher, program expenses 48995.”

Form 990EZ, Part I, Line 16

“General & administrative 2448.”

Raw XML Appendix179 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/PersonNm0Karen Lepping
IRS990EZ/BooksInCareOfDetail/PhoneNum03177334007
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt011520 Wildlife Court
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Zionsville
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IN
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd046077
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt057954
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt056197
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt047929
IRS990EZ/CostOfGoodsSoldAmt03596
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-1757
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt057954
IRS990EZ/Form990TotalAssetsGrp/EOYAmt056197
IRS990EZ/FundraisingGrossIncomeAmt011479
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt01689
IRS990EZ/GrossReceiptsAmt064695
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/GrossSalesOfInventoryAmt05285
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt02
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt057954
IRS990EZ/NetAssetsOrFundBalancesEOYAmt056197
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt057954
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt056197
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20.75
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt35.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Lindsey Miller
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Rebecca Rozich-Kusmierczyk
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Jenn Buckley
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Karen Lepping
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt051443
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Exclusively charitable and educational business to promote and facilitate the education of Union Elementary students through enrichment programs and activities.
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Student enrichment, family services, staff services to promote and facilitate the educationof Union Elementary school students.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt051443
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt011413
IRS990EZ/SpecialEventsNetIncomeLossAmt066
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt051443
IRS990EZ/TotalProgramServiceExpensesAmt051443
IRS990EZ/TotalRevenueAmt049686
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt047929
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt036589
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt039262
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt043502
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt025965
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0193247
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt02
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt01
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt01
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt01
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt01
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt06
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportCY509Pct00
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt0193247
IRS990ScheduleA/PublicSupportTotal509Amt00
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt047929
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt036589
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt039262
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt043502
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt025965
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0193247
IRS990ScheduleA/TotalSupportAmt0193253
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt045410
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt045410
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt011639
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Jog-A-Thon
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Book Fair
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt045410
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt09012
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt054422
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt09012
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt09012
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-2627
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt011639
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt02618
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt09021
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Student, teacher, program expenses 48995.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1General & administrative 2448.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Karen Lepping
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum03177334007
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-10-31
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Union Elementary School PTO Inc
ReturnHeader/Filer/BusinessNameControlTxt0UNIO
ReturnHeader/Filer/EIN0461783646
ReturnHeader/Filer/PhoneNum03177334007
ReturnHeader/Filer/USAddress/AddressLine1Txt011750 East 300 South
ReturnHeader/Filer/USAddress/CityNm0Zionsville
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IN
ReturnHeader/Filer/USAddress/ZIPCd046077
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0351984487
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JR Helms & Associates PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt07960 Zionsville Road
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Indianapolis
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd046268
ReturnHeader/PreparerPersonGrp/PhoneNum03173372980
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0John R Helms CPA
ReturnHeader/ReturnTs02025-11-12T05:24:54-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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