Civic Intelligence

Brooks School Elementary PTO

990EZ • Fiscal year 2015 • EIN 71-0948961

Jul 01, 2014 to Jun 30, 2015 • Filed on Oct 15, 2015

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.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

55th percentile

0.00x

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Net Margin

56th percentile

6.1%

Higher net margin than 56% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

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.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

59th percentile

7.1%

Faster asset growth than 59% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

66th percentile

13%

Faster revenue growth than 66% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets55th percentile

Assets

Up

$31,265

Up $2,085 (+7.1%) from 2014

Net Assets

Up

$31,265

Up $2,085 (+7.1%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin56th percentile

Revenue

Up

$33,982

Up $3,880 (+13%) from 2014

Expenses

Down

$31,897

Down $779 (-2.4%) from 2014

Net Income

Up

$2,085

Up $4,659 (+181%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth59th 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

2015

Assets$31,265
Liabilities$0
Net Assets$31,265
Open 2015 Filing

Operations Trend

Revenue Growth66th 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

2015

Revenue$33,982
Expenses$31,897
Net Income$2,085
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Oct 15, 2015
Return Version
2014v5.0
Gross Receipts
$49,343
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.$30,820$30,820
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JENNY KRAUSCo-President-$0--
JASON PIERCECo-President-$0--
KIM CARLSONCo-Vice President-$0--
AMY RIEBECo-Vice President-$0--
AMY POLLACKSecretary-$0--
MINDY DAUGHERTYTreasurerPT$0--
DANA KAMINSKIPrincipal-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Back to School Bash$10,649$10,649$8,435$2,214
Art to Remember$5,852$5,852$1,510$4,342
Total Events$16,501$16,501$9,945$6,556
Filing and Contact Details

Filer

Filer Name
Brooks School Elementary Parent Teacher Organization Inc
EIN
71-0948961
Phone
3179154250
Address
12451 Brooks School Rd, Fishers, IN 46037

Signing Officer

Name
Mindy Daugherty 1415 Treasurer
Title
Treasurer
Phone
3179154250
Signed
2015-10-15
Discuss with paid preparer
Yes

Preparer

Firm
Lehman & Company Pc
Address
1907 EAST CONNER ST, NOBLESVILLE, IN 46060
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 30820.”

Form 990EZ, Part I, Line 16

“Bank fees 276. Pto supplies 801.”

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
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IRS990EZ/BooksInCareOfDetail/PhoneNum03179154250
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Fishers
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IN
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd046037
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt029180
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt031265
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt06143
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt02085
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt029180
IRS990EZ/Form990TotalAssetsGrp/EOYAmt031265
IRS990EZ/FundraisingGrossIncomeAmt043193
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt030820
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt049343
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt07
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt029180
IRS990EZ/NetAssetsOrFundBalancesEOYAmt031265
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IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt031265
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt58.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt62.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JENNY KRAUS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JASON PIERCE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2KIM CARLSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3AMY RIEBE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4AMY POLLACK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5MINDY DAUGHERTY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6DANA KAMINSKI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Co-President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Co-President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Co-Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Co-Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Principal
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt01077
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/GrantsAndAllocationsAmt030820
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt030820
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt015361
IRS990EZ/SpecialEventsNetIncomeLossAmt027832
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0IN
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt031897
IRS990EZ/TotalProgramServiceExpensesAmt030820
IRS990EZ/TotalRevenueAmt033982
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/MajorityDirTrstSupportedOrgInd0false
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct00
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0351099143
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeDesc0School
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt030820
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0Brooks School Elementary
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType2Ind0X
IRS990ScheduleA/SupportSumAmt030820
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt09945
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Back to School Bash
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Art to Remember
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt010649
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt05852
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt016501
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt010649
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt05852
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt016501
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt06556
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt09945
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt08435
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt01510
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ENRICHMENT & ACTIVITIES FOR STUDENTS & STAFF A2 BROOKS SCHOOL ELEMENTARY PTO TO SCHOOL 30820.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1BANK FEES 276. PTO SUPPLIES 801.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MINDY DAUGHERTY 1415 TREASURER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum03179154250
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-10-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Brooks School Elementary Parent Teacher Organization Inc
ReturnHeader/Filer/BusinessNameControlTxt0BROO
ReturnHeader/Filer/EIN0710948961
ReturnHeader/Filer/PhoneNum03179154250
ReturnHeader/Filer/USAddress/AddressLine1Txt012451 Brooks School Rd
ReturnHeader/Filer/USAddress/CityNm0Fishers
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IN
ReturnHeader/Filer/USAddress/ZIPCd046037
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LEHMAN & COMPANY PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01907 EAST CONNER ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NOBLESVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd046060
ReturnHeader/PreparerPersonGrp/PhoneNum03177736850
ReturnHeader/PreparerPersonGrp/PreparationDt02015-10-22
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CAROL A SCHMIDT CPA
ReturnHeader/ReturnTs02015-10-22T11:35:31-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$31,265
Liabilities
$0
Net assets
$31,265
Revenue
$33,982
Expenses
$31,897
Net income
$2,085
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