Civic Intelligence

New Haven Elementary PTO

990EZ • Fiscal year 2023 • EIN 86-2697441

Jul 01, 2022 to Jun 30, 2023 • Filed on Oct 23, 2023

Organization Profile
10854 US Highway 42Union, KY 41091-9596

(859) 384-5323

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

59th percentile

0.00x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

48th percentile

2.2%

Higher net margin than 48% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

61st percentile

7.8%

Faster asset growth than 61% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

71st percentile

28%

Faster revenue growth than 71% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$18,260

Up $1,319 (+7.8%) from 2022

Net Assets

Up

$18,260

Up $1,319 (+7.8%) from 2022

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin48th percentile

Revenue

Up

$60,498

Up $13,353 (+28%) from 2022

Expenses

Up

$59,179

Up $20,911 (+55%) from 2022

Net Income

Down

$1,319

Down $7,558 (-85%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth61st percentile

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

$30K$20K$10K$0Assets 2022: $16,941Net Assets 2022: $16,9412022Assets 2023: $18,260Liabilities 2023: $0Net Assets 2023: $18,2602023Assets 2025: $25,220Liabilities 2025: $0Net Assets 2025: $25,2202025

Highlighted filing

2023

Assets$18,260
Liabilities$0
Net Assets$18,260
Open 2023 Filing

Operations Trend

Revenue Growth71st percentile

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

$80K$60K$40K$20K$0Revenue 2022: $47,145Expenses 2022: $38,268Net Income 2022: $8,8772022Revenue 2023: $60,498Expenses 2023: $59,179Net Income 2023: $1,3192023Revenue 2025: $65,989Expenses 2025: $65,603Net Income 2025: $3862025

Highlighted filing

2023

Revenue$60,498
Expenses$59,179
Net Income$1,319
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Oct 23, 2023
Return Version
2022v5.0
Gross Receipts
$60,498
Mission and Program Overview

Mission

Elementary school PTO

Program Services

DescriptionGrantsExpenses
Teacher Appreciation & Hospitality - supplies, events and food for teacher incentives events and holiday, special accomplishment days.-$6,212
Teacher education supplies including digital learning subscriptions-$4,905
Classroom Supplies - various supplies needed for all teachers to supplement supply deficiancy-$4,706
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Nora TurnerVP ProgramsPT$0--
Joy CourtneyVP Of FundraisingPT$0--
Kristie ThorntonPresidentPT$0--
Amanda SchwenkeTreasurerPT$0--
Lindsey WattsVP MembershipPT$0--
Carrie McCoySecretaryPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Read-a thon$21,997$19,845-$19,845
Father Daughter Dance$9,951$5,647-$5,647
Total Events$31,948$25,492$0$25,492
Filing and Contact Details

Filer

Filer Name
New Haven Elementary Pto
EIN
86-2697441
Phone
8593845323
Address
10854 US HIGHWAY 42, UNION, KY 41091-9596

Signing Officer

Name
Amanda Schwenke
Title
Treasurer
Phone
8593845323
Signed
2023-10-23
Raw XML Appendix151 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/PersonNm0Amanda Schwenke
IRS990EZ/BooksInCareOfDetail/PhoneNum08596385748
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt010854 Hwy 42
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Union
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0KY
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd041091
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt016941
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt018260
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CntrctRcvdGreaterThan100KCnt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt01319
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt016941
IRS990EZ/Form990TotalAssetsGrp/EOYAmt018260
IRS990EZ/FundraisingGrossIncomeAmt058803
IRS990EZ/GrossReceiptsAmt060498
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt01695
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt016941
IRS990EZ/NetAssetsOrFundBalancesEOYAmt018260
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt016941
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt018260
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt35.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt55.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Nora Turner
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Joy Courtney
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Kristie Thornton
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Amanda Schwenke
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Lindsey Watts
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Carrie McCoy
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0VP Programs
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VP of Fundraising
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4VP Membership
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherEmployeePaidOver100kCnt00
IRS990EZ/OtherExpensesTotalAmt059179
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Elementary School PTO
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Classroom Supplies - various supplies needed for all teachers to supplement supply deficiancy
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Teacher Appreciation & Hospitality - supplies, events and food for teacher incentives events and holiday, special accomplishment days.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Teacher education supplies including digital learning subscriptions
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt04706
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt16212
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt24905
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsNetIncomeLossAmt058803
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0KY
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt059179
IRS990EZ/TotalProgramServiceExpensesAmt015823
IRS990EZ/TotalRevenueAmt060498
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt01695
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt01405
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt03100
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt03100
IRS990ScheduleA/SupportedOrganizationsCnt00
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt01695
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt01405
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt03100
IRS990ScheduleA/TotalSupportAmt03100
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesTotalEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt06456
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt02152
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt04304
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Read-a thon
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Father Daughter Dance
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt021997
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt09951
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt031948
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt019845
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt05647
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt025492
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt025492
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt00
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Amanda Schwenke
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum08593845323
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-10-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0NEW HAVEN ELEMENTARY PTO
ReturnHeader/Filer/BusinessNameControlTxt0NEWH
ReturnHeader/Filer/EIN0862697441
ReturnHeader/Filer/PhoneNum08593845323
ReturnHeader/Filer/USAddress/AddressLine1Txt010854 US HIGHWAY 42
ReturnHeader/Filer/USAddress/CityNm0UNION
ReturnHeader/Filer/USAddress/StateAbbreviationCd0KY
ReturnHeader/Filer/USAddress/ZIPCd0410919596
ReturnHeader/ReturnTs02023-10-23T18:59:58Z
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$18,260
Liabilities
$0
Net assets
$18,260
Revenue
$60,498
Expenses
$59,179
Net income
$1,319
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$25.2$0.00$25.2$66.0$65.6$0.39
2023Detailed filing. Detailed filing data is available for this year.$18.3$0.00$18.3$60.5$59.2$1.32
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$16.9$16.9$47.1$38.3$8.88