Civic Intelligence

Brooks School Elementary PTO

990EZ • Fiscal year 2016 • EIN 71-0948961

Jul 01, 2015 to Jun 30, 2016 • Filed on Oct 07, 2016

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

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

21st percentile

-12%

Higher net margin than 21% 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

26th percentile

-13%

Faster asset growth than 26% of similar nonprofits.

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

Revenue Growth

49th percentile

0.3%

Faster revenue growth than 49% of similar nonprofits.

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

Assets

Down

$27,271

Down $3,994 (-13%) from 2015

Net Assets

Down

$27,271

Down $3,994 (-13%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue

Up

$34,088

Up $106 (+0.3%) from 2015

Expenses

Up

$38,242

Up $6,345 (+20%) from 2015

Net Income

Down

-$4,154

Down $6,239 (-299%) from 2015

Historical Trend

Balance Sheet Trend

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

2016

Assets$27,271
Liabilities$0
Net Assets$27,271

Operations Trend

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

2016

Revenue$34,088
Expenses$38,242
Net Income-$4,154
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Oct 7, 2016
Return Version
2015v2.1
Gross Receipts
$44,032
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.$36,484$36,484
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JENNY KRAUSCo-PresidentPT$0--
KIM CARLSONCo-PresidentPT$0--
ALLY KISTLERCo-Vice PresidentPT$0--
KARIN COOKCo-Vice PresidentPT$0--
AMY POLLACKSecretaryPT$0--
MINDY DAUGHERTYTreasurerPT$0--
DANA KAMINSKIPrincipalPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Silent Auction$9,593$9,593$1,357$8,236
Back to School Bash$6,545$6,545$4,236$2,309
Total Events$16,138$16,138$5,593$10,545
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
Karin Cook
Title
2015-16 Co-vice President
Phone
3179154250
Signed
2016-10-07
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: 12451 brooks school rd,

Form 990EZ, Part I, Line 16

Bank fees 121.

Form 990EZ, Part I, Line 16

PTO supplies 1337.

Form 990EZ, Part I, Line 20

voided 3 checks never cashed from prior fiscal year 160.

Form 990EZ, Part II, Line 24

Deposit prepaid for next school year 0. 2000.

Raw XML Appendix183 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/BOYAmt031265
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IRS990EZ/ContributionsGiftsGrantsEtcAmt0747
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IRS990EZ/ExcessOrDeficitForYearAmt0-4154
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IRS990EZ/ForeignFinancialAccountInd0false
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IRS990EZ/Form1120PolFiledInd0false
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IRS990EZ/FundraisingGrossIncomeAmt042008
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt01271
IRS990EZ/GrantsAndSimilarAmountsPaidAmt036484
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
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IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
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IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JENNY KRAUS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1KIM CARLSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ALLY KISTLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3KARIN COOK
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/OtherAssetsTotalDetail/EOYAmt02000
IRS990EZ/OtherChangesInNetAssetsAmt0160
IRS990EZ/OtherExpensesTotalAmt01458
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/GrantsAndAllocationsAmt036484
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt036484
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt09944
IRS990EZ/SpecialEventsNetIncomeLossAmt033335
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0IN
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt038242
IRS990EZ/TotalProgramServiceExpensesAmt036484
IRS990EZ/TotalRevenueAmt034088
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/OtherSupportSumAmt00
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct00
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0351099143
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd02
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt036484
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0Brooks School Elementary
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType2Ind0X
IRS990ScheduleA/SupportSumAmt036484
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt05593
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Back to School Bash
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Silent Auction
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt06545
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt09593
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt016138
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt06545
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt09593
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt016138
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt010545
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt05593
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt04236
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt01357
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ENRICHMENT & ACTIVITIES FOR STUDENTS & STAFF; A2; BROOKS SCHOOL ELEMENTARY: 12451 BROOKS SCHOOL RD,
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Bank fees 121.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PTO supplies 1337.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3voided 3 checks never cashed from prior fiscal year 160.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Deposit prepaid for next school year 0. 2000.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part I, Line 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part II, Line 24
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KARIN COOK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt02015-16 CO-VICE PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum03179154250
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-10-07
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/PreparationDt02016-10-21
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CAROL A SCHMIDT CPA
ReturnHeader/ReturnTs02016-10-21T05:25:00-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

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