Civic Intelligence

Brooks School Elementary PTO

990EZ • Fiscal year 2014 • EIN 71-0948961

Jul 01, 2013 to Jun 30, 2014 • Filed on Oct 21, 2014

Organization ProfileN/A
12451 Brooks School RdFishers, IN 46037

(317) 915-4250

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

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

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

Liabilities / Revenue

55th percentile

0.00x

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

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

Net Margin

25th percentile

-8.6%

Higher net margin than 25% 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

33rd percentile

-6.2%

Faster asset growth than 33% of similar nonprofits.

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

Revenue Growth

63rd percentile

11%

Faster revenue growth than 63% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets55th percentile

Assets

Down

$29,180

Down $1,931 (-6.2%) from 2013

Net Assets

$29,180

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin25th percentile

Revenue

Up

$30,102

Up $2,962 (+11%) from 2013

Expenses

Down

$32,676

Down $21,736 (-40%) from 2013

Net Income

Up

-$2,574

Up $24,698 (+91%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth33rd percentile

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

$80K$60K$40K$20K$0Assets 2012: $60,404Liabilities 2012: $02012Assets 2013: $31,111Liabilities 2013: $02013Assets 2014: $29,180Liabilities 2014: $0Net Assets 2014: $29,1802014Assets 2015: $31,265Liabilities 2015: $0Net Assets 2015: $31,2652015Assets 2016: $27,271Liabilities 2016: $0Net Assets 2016: $27,2712016Assets 2017: $23,546Liabilities 2017: $0Net Assets 2017: $23,5462017Assets 2018: $24,836Liabilities 2018: $0Net Assets 2018: $24,8362018Assets 2019: $38,894Liabilities 2019: $0Net Assets 2019: $38,8942019Assets 2020: $60,736Liabilities 2020: $0Net Assets 2020: $60,7362020Assets 2021: $26,890Liabilities 2021: $0Net Assets 2021: $26,8902021Assets 2022: $44,386Liabilities 2022: $0Net Assets 2022: $44,3862022

Highlighted filing

2014

Assets$29,180
Liabilities$0
Net Assets$29,180
Open 2014 Filing

Operations Trend

Revenue Growth63rd percentile

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

$150K$100K$50K$0-$50KRevenue 2012: $112,930Expenses 2012: $95,028Net Income 2012: $17,9022012Revenue 2013: $27,140Expenses 2013: $54,412Net Income 2013: -$27,2722013Revenue 2014: $30,102Expenses 2014: $32,676Net Income 2014: -$2,5742014Revenue 2015: $33,982Expenses 2015: $31,897Net Income 2015: $2,0852015Revenue 2016: $34,088Expenses 2016: $38,242Net Income 2016: -$4,1542016Revenue 2017: $36,078Expenses 2017: $39,803Net Income 2017: -$3,7252017Revenue 2018: $35,690Expenses 2018: $34,400Net Income 2018: $1,2902018Revenue 2019: $45,348Expenses 2019: $31,290Net Income 2019: $14,0582019Revenue 2020: $46,750Expenses 2020: $24,908Net Income 2020: $21,8422020Revenue 2021: $14,315Expenses 2021: $48,161Net Income 2021: -$33,8462021Revenue 2022: $42,351Expenses 2022: $24,855Net Income 2022: $17,4962022

Highlighted filing

2014

Revenue$30,102
Expenses$32,676
Net Income-$2,574
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Oct 21, 2014
Return Version
2013v3.1
Gross Receipts
$63,350
Mission and Program Overview

Mission

Parent Teacher Organization

Program Services

DescriptionGrantsExpenses
Organize parent volunteers, provide enrichment programs, sponsor social events, recognition & appreciation of teachers/staff, provide funds for grants benefitting Brooks School Elementary.$32,259$32,259
Compensation and Service Providers
Top Officer Pay74th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LINDSEY BEALCo-President-$0--
HEATHER CARSONCo-President-$0--
JASON PIERCEVice President-$0--
SHEILA BECKSecretary-$0--
DAWN DONLEYTreasurerPT$0--
DANA KAMINSKIPrincipal-$0--
DENISE JOHNSONTeacher Representative-$0--
SUSAN GAUDREAUTeacher Representative-$0--
BECCA HARTMANNTeacher Representative-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$12,804$12,804$7,507$5,297
Event 2$10,984$10,984$11,712$-728
Total Events$41,900$41,900$27,873$14,027
Filing and Contact Details

Filer

EIN
71-0948961
Phone
3179154250

Signing Officer

Name
Jason Pierce 1314 Vice President
Title
Vice President
Phone
3179154250
Signed
2014-10-21
Discuss with paid preparer
Yes

Preparer

Preparer
Carol a Schmidt CPA
Phone
3177736850
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 10

“Enrichment & activities for students & staff a2 brooks school elementary pto to school 32259.”

Form 990EZ, Part I, Line 16

“Bank fees 113. Pto supplies 304.”

Form 990EZ, Part I, Line 20

“Old outstanding checks from prior years that are now voided 643.”

Raw XML Appendix172 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0DAWN DONLEY 1314 TREASURER
IRS990EZ/BooksInCareOfDetail/PhoneNum03179154250
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1012451 Brooks School Rd
IRS990EZ/BooksInCareOfDetail/USAddress/City0Fishers
IRS990EZ/BooksInCareOfDetail/USAddress/State0IN
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode046037
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt031111
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt029180
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CntrctRcvdGreaterThan100KCnt00
IRS990EZ/ContributionsGiftsGrantsEtcAmt04169
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-2574
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt031111
IRS990EZ/Form990TotalAssetsGrp/EOYAmt029180
IRS990EZ/FundraisingGrossIncomeAmt059174
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt032259
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt063350
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt07
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt031111
IRS990EZ/NetAssetsOrFundBalancesEOYAmt029180
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt031111
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt029180
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt48.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt52.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt62.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt72.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt82.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0LINDSEY BEAL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1HEATHER CARSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JASON PIERCE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3SHEILA BECK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4DAWN DONLEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5DANA KAMINSKI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6DENISE JOHNSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7SUSAN GAUDREAU
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8BECCA HARTMANN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Co-President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Co-President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Principal
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Teacher Representative
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Teacher Representative
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Teacher Representative
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt0643
IRS990EZ/OtherEmployeePaidOver100kCnt00
IRS990EZ/OtherExpensesTotalAmt0417
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Parent Teacher Organization
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Organize parent volunteers, provide enrichment programs, sponsor social events, recognition & appreciation of teachers/staff, provide funds for grants benefitting Brooks School Elementary.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt032259
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt032259
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt033248
IRS990EZ/SpecialEventsNetIncomeLossAmt025926
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0IN
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt032676
IRS990EZ/TotalProgramServiceExpensesAmt032259
IRS990EZ/TotalRevenueAmt030102
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct00
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt00
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0351099143
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeDesc0School
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt032259
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine10Brooks School Elementary
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrgNotifiedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/USOrganizedInd0true
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType2Ind0X
IRS990ScheduleA/SupportSumAmt032259
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt027873
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt012804
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt010984
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt018112
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt041900
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt012804
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt010984
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt018112
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt041900
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent1Amt0Family Reading
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent2Amt0SCRIP
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt014027
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt08654
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt027873
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt07507
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt011712
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt02
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ENRICHMENT & ACTIVITIES FOR STUDENTS & STAFF A2 BROOKS SCHOOL ELEMENTARY PTO TO SCHOOL 32259.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1BANK FEES 113. PTO SUPPLIES 304.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2OLD OUTSTANDING CHECKS FROM PRIOR YEARS THAT ARE NOW VOIDED 643.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 20
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JASON PIERCE 1314 VICE PRESIDENT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum03179154250
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-10-21
ReturnHeader/Filer/BusinessName/BusinessNameLine10Brooks School Elementary Parent Teacher Organization Inc
ReturnHeader/Filer/BusinessNameControlTxt0BROO
ReturnHeader/Filer/EIN0710948961
ReturnHeader/Filer/PhoneNum03179154250
ReturnHeader/Filer/USAddress/AddressLine1012451 Brooks School Rd
ReturnHeader/Filer/USAddress/City0Fishers
ReturnHeader/Filer/USAddress/State0IN
ReturnHeader/Filer/USAddress/ZIPCode046037
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10LEHMAN & COMPANY PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine101907 EAST CONNER ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0NOBLESVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0IN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode046060
ReturnHeader/PreparerPersonGrp/PhoneNum03177736850
ReturnHeader/PreparerPersonGrp/PreparationDt02014-11-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CAROL A SCHMIDT CPA
ReturnHeader/ReturnTs02014-11-07T07:08:00-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$29,180
Liabilities
$0
Net assets
$29,180
Revenue
$30,102
Expenses
$32,676
Net income
-$2,574
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Detailed filing. Detailed filing data is available for this year.$0.44$0.00$0.44$0.42$0.25$0.17
2021Detailed filing. Detailed filing data is available for this year.$0.27$0.00$0.27$0.14$0.48$0.34
2020Detailed filing. Detailed filing data is available for this year.$0.61$0.00$0.61$0.47$0.25$0.22
2019Detailed filing. Detailed filing data is available for this year.$0.39$0.00$0.39$0.45$0.31$0.14
2018Detailed filing. Detailed filing data is available for this year.$0.25$0.00$0.25$0.36$0.34$0.01
2017Detailed filing. Detailed filing data is available for this year.$0.24$0.00$0.24$0.36$0.40$0.04
2016Detailed filing. Detailed filing data is available for this year.$0.27$0.00$0.27$0.34$0.38$0.04
2015Detailed filing. Detailed filing data is available for this year.$0.31$0.00$0.31$0.34$0.32$0.02
2014Detailed filing. Detailed filing data is available for this year.$0.29$0.00$0.29$0.30$0.33$0.03
2013Summary only. Only limited summary data is available for this year.$0.31$0.00$0.27$0.54$0.27
2012Summary only. Only limited summary data is available for this year.$0.60$0.00$1.13$0.95$0.18