Civic Intelligence

New Haven Elementary PTO

990EZ • Fiscal year 2024 • EIN 86-2697441

Jul 01, 2023 to Jun 30, 2024 • Filed on Sep 19, 2024

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

(859) 916-2736

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.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

57th percentile

0.00x

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

63rd percentile

11%

Higher net margin than 63% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

81st percentile

36%

Faster asset growth than 81% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

64th percentile

15%

Faster revenue growth than 64% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$24,834

Up $7,893 (+47%) from 2022

Net Assets

Up

$26,023

Up $9,082 (+54%) from 2022

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin63rd percentile

Revenue

Up

$69,537

Up $22,392 (+47%) from 2022

Expenses

Up

$61,774

Up $23,506 (+61%) from 2022

Net Income

Down

$7,763

Down $1,114 (-13%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth81st 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 2024: $24,834Liabilities 2024: $0Net Assets 2024: $26,0232024Assets 2025: $25,220Liabilities 2025: $0Net Assets 2025: $25,2202025

Highlighted filing

2024

Assets$24,834
Liabilities$0
Net Assets$26,023
Open 2024 Filing

Operations Trend

Revenue Growth64th 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 2024: $69,537Expenses 2024: $61,774Net Income 2024: $7,7632024Revenue 2025: $65,989Expenses 2025: $65,603Net Income 2025: $3862025

Highlighted filing

2024

Revenue$69,537
Expenses$61,774
Net Income$7,763
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Sep 19, 2024
Return Version
2023v5.0
Gross Receipts
$69,537
Mission and Program Overview

Mission

Elementary school PTO

Public elementary school Parent-Teacher organization to provide various educational supplies and events for the teachers and students within the school.

Program Services

DescriptionGrantsExpenses
Classroom supplies & Teacher Education (Appropriations)-$14,907
Teacher Appreciation & Hospitality-$5,420
House Market-$4,143
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Nora TurnerPresidentPT$0--
Joy CourtneyVP Of FundraisingPT$0--
Amanda SchwenkeTreasurerPT$0--
Lindsey WattsVP Of MembershipPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Read-a-thon$26,807$24,622-$24,622
Father Daughter Dance$11,997$4,706-$4,706
Total Events$38,804$29,328$0$29,328
Filing and Contact Details

Filer

Filer Name
New Haven Elementary Pto
EIN
86-2697441
Phone
8599162736
Address
10854 US HIGHWAY 42, UNION, KY 41091-9596

Signing Officer

Name
Amanda Schwenke
Title
Treasurer
Phone
8599162736
Signed
2024-09-19
Supplemental Narrative

Additional Explanations

Part I, Line 16

“Expenses totaling 61,774 for various supplies to support the school facilities, teachers and students.”

Raw XML Appendix143 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/AddressLine1Txt02198 Beaver Rd
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Union
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0KY
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd041091
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt018260
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt024834
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CntrctRcvdGreaterThan100KCnt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt07763
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt018260
IRS990EZ/Form990TotalAssetsGrp/EOYAmt024834
IRS990EZ/FundraisingGrossIncomeAmt067782
IRS990EZ/GrossReceiptsAmt069537
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt01755
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt018260
IRS990EZ/NetAssetsOrFundBalancesEOYAmt026023
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt018260
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt024834
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
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/PersonNm0Nora Turner
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Joy Courtney
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Amanda Schwenke
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Lindsey Watts
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VP of Fundraising
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VP of Membership
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherEmployeePaidOver100kCnt00
IRS990EZ/OtherExpensesTotalAmt061774
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Public elementary school Parent-Teacher organization to provide various educational supplies and events for the teachers and students within the school.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Teacher Appreciation & Hospitality
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Classroom supplies & Teacher Education (Appropriations)
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2House Market
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt05420
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt114907
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt24143
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsNetIncomeLossAmt067782
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0KY
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt061774
IRS990EZ/TotalProgramServiceExpensesAmt024470
IRS990EZ/TotalRevenueAmt069537
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt01755
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt01695
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt01405
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt04855
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt04855
IRS990ScheduleA/SupportedOrganizationsCnt00
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt01755
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt01695
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt01405
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt04855
IRS990ScheduleA/TotalSupportAmt04855
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesTotalEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt09476
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt02185
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt07291
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Read-a-thon
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Father Daughter Dance
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt026807
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt011997
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt038804
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt024622
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt04706
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt029328
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt029328
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Expenses totaling 61,774 for various supplies to support the school facilities, teachers and students.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I, Line 16
ReturnHeader/BuildTS02024-08-08 14:25:15Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Amanda Schwenke
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum08599162736
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-09-19
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0NEW HAVEN ELEMENTARY PTO
ReturnHeader/Filer/BusinessNameControlTxt0NEWH
ReturnHeader/Filer/EIN0862697441
ReturnHeader/Filer/PhoneNum08599162736
ReturnHeader/Filer/USAddress/AddressLine1Txt010854 US HIGHWAY 42
ReturnHeader/Filer/USAddress/CityNm0UNION
ReturnHeader/Filer/USAddress/StateAbbreviationCd0KY
ReturnHeader/Filer/USAddress/ZIPCd0410919596
ReturnHeader/ReturnTs02024-09-19T12:33:58Z
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$24,834
Liabilities
$0
Net assets
$26,023
Revenue
$69,537
Expenses
$61,774
Net income
$7,763
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
2024Detailed filing. Detailed filing data is available for this year.$24.8$0.00$26.0$69.5$61.8$7.76
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