Civic Intelligence

Trailside Elementary PTO

990EZ • Fiscal year 2025 • EIN 88-1448774

Jul 01, 2024 to Jun 30, 2025 • Filed on Oct 29, 2025

Organization ProfileN/A
4200 S 875 EZionsville, IN 46077

(317) 413-8386

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2025

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2025

Net Margin

31st percentile

-5.3%

Higher net margin than 31% of similar nonprofits.

2025 filings • 501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

82nd percentile

$0

Higher top officer pay than 82% of similar nonprofits.

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

2025 filings • 501(c)3 • <$500k nonprofits • Source year 2025

Asset Growth

37th percentile

-4.4%

Faster asset growth than 37% of similar nonprofits.

2025 filings • 501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

19th percentile

-27%

Faster revenue growth than 19% of similar nonprofits.

2025 filings • 501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$37,947

Down $1,739 (-4.4%) from 2024

Net Assets

Down

$37,947

Down $1,739 (-4.4%) from 2024

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin31st percentile

Revenue

Down

$35,256

Down $12,945 (-27%) from 2024

Expenses

Up

$37,122

Up $2,995 (+8.8%) from 2024

Net Income

Down

-$1,866

Down $15,940 (-113%) from 2024

Historical Trend

Balance Sheet Trend

Asset Growth37th percentile

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

$40K$30K$20K$10K$0Assets 2023: $25,612Net Assets 2023: $25,6122023Assets 2024: $39,686Liabilities 2024: $0Net Assets 2024: $39,6862024Assets 2025: $37,947Net Assets 2025: $37,9472025

Highlighted filing

2025

Assets$37,947
Liabilities-
Net Assets$37,947
Open 2025 Filing

Operations Trend

Revenue Growth19th percentile

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

$80K$60K$40K$20K$0-$20KRevenue 2023: $71,753Expenses 2023: $46,141Net Income 2023: $25,6122023Revenue 2024: $48,201Expenses 2024: $34,127Net Income 2024: $14,0742024Revenue 2025: $35,256Expenses 2025: $37,122Net Income 2025: -$1,8662025

Highlighted filing

2025

Revenue$35,256
Expenses$37,122
Net Income-$1,866
Open 2025 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Oct 29, 2025
Return Version
2024v5.2
Gross Receipts
$62,100
Mission and Program Overview

Mission

To enhance and support the education experience at trailside elementary school through volunteer and financial support. To enhance communications among the parents/guardians, teachers and administrators of trailside. To promote interest and involvelment of parents/guardians in school activities. To promote and facilitate the education of trailside students through enrichment programs and activities.

Program Services

DescriptionGrantsExpenses
Student enrichment, family services, and staff services to promote and facilitate the education of Trailside Elementary School students.$0$36,313
Compensation and Service Providers
Top Officer Pay82nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Vanessa FriedmanPresidentPT$0--
Lisa StepsisVice President-$0--
Annette EnglandSecretary-$0--
Kelly SwenssonTreasurerPT$0--
Lyndsey WillmanVP Fundraising-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Jog-A-Thon$38,497$0$2,111$-2,111
Book Fair$11,062$11,062$11,065$-3
Total Events$60,458$21,961$26,844$-4,883
Filing and Contact Details

Filer

Filer Name
Trailside Elementary PTO Inc
EIN
88-1448774
Phone
3174138386
Address
4200 S 875 E, Zionsville, IN 46077

Signing Officer

Name
Vanessa Friedman
Title
President
Phone
3174138386
Signed
2025-10-29
Discuss with paid preparer
Yes

Preparer

Firm
JR Helms & Associates PC
Address
7960 Zionsville Road, Indianapolis, IN 46268
Preparer
John R Helms CPA
Phone
3173372980
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 16

“Operational Expenses 1205.”

Form 990EZ, Part I, Line 16

“Student Teacher Program Expenses 35108.”

Raw XML Appendix179 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/PersonNm0Kelly Swensson
IRS990EZ/BooksInCareOfDetail/PhoneNum03174138386
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt04200 S 875 E
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Zionsville
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IN
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd046077
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt039813
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt037947
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt039249
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-1866
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0809
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt039813
IRS990EZ/Form990TotalAssetsGrp/EOYAmt037947
IRS990EZ/FundraisingGrossIncomeAmt021961
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt0890
IRS990EZ/GrossReceiptsAmt062100
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/GrossSalesOfInventoryAmt0890
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LobbyingActivitiesInd0false
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IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/NetAssetsOrFundBalancesEOYAmt037947
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IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt037947
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Vanessa Friedman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Lisa Stepsis
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Annette England
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Kelly Swensson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Lyndsey Willman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4VP Fundraising
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt036313
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0To enhance and support the education experience at Trailside Elementary School through volunteer and financial support. To enhance communications among the parents/guardians, teachers and administrators of Trailside. To promote interest and involvelment of parents/guardians in school activities. To promote and facilitate the education of Trailside students through enrichment programs and activities.
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Student enrichment, family services, and staff services to promote and facilitate the education of Trailside Elementary School students.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt036313
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt026844
IRS990EZ/SpecialEventsNetIncomeLossAmt0-4883
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt037122
IRS990EZ/TotalProgramServiceExpensesAmt036313
IRS990EZ/TotalRevenueAmt035256
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0Other Income Part II, Line 10 Description: Net Income from Fundraising 2022: 14197. 2023: 7440. 2024: 21961. Description: Gross Profit from Sale of Inventory 2022: 1490. 2023: 1135. 2024: 890.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Pt II Ln 10
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt039249
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt039626
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt056066
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0134941
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0182054
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt022851
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt08575
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt015687
IRS990ScheduleA/OtherIncome170Grp/TotalAmt047113
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct00
IRS990ScheduleA/PublicSupportTotal170Amt0134941
IRS990ScheduleA/PublicSupportTotal509Amt00
IRS990ScheduleA/SubstantialContributorsTotAmt00
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt039249
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt039626
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt056066
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0134941
IRS990ScheduleA/TotalSupportAmt0182054
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt038497
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt038497
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt026844
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Jog-A-Thon
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Book Fair
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt038497
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt011062
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt010899
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt060458
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt011062
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt010899
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt021961
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-4883
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt013668
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt026844
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt02111
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt011065
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt02
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Operational Expenses 1205.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Student Teacher Program Expenses 35108.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Vanessa Friedman
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum03174138386
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-10-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Trailside Elementary PTO Inc
ReturnHeader/Filer/BusinessNameControlTxt0TRAI
ReturnHeader/Filer/EIN0881448774
ReturnHeader/Filer/PhoneNum03174138386
ReturnHeader/Filer/USAddress/AddressLine1Txt04200 S 875 E
ReturnHeader/Filer/USAddress/CityNm0Zionsville
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IN
ReturnHeader/Filer/USAddress/ZIPCd046077
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0351984487
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JR Helms & Associates PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt07960 Zionsville Road
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Indianapolis
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd046268
ReturnHeader/PreparerPersonGrp/PhoneNum03173372980
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0John R Helms CPA
ReturnHeader/ReturnTs02025-11-04T07:10:18-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$37,947
Liabilities
-
Net assets
$37,947
Revenue
$35,256
Expenses
$37,122
Net income
-$1,866
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$37.9$37.9$35.3$37.1$1.87
2024Detailed filing. Detailed filing data is available for this year.$39.7$0.00$39.7$48.2$34.1$14.1
2023Detailed filing. Detailed filing data is available for this year.$25.6$25.6$71.8$46.1$25.6