Civic Intelligence

Trailside Elementary PTO

990EZ • Fiscal year 2023 • EIN 88-1448774

Jul 01, 2022 to Jun 30, 2023 • Filed on Dec 01, 2023

Organization ProfileN/A
4200 S 875 EZionsville, IN 46077

(317) 873-8057

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 2023

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2023

Net Margin

85th percentile

36%

Higher net margin than 85% 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

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2023

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2023

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

$25,612

No earlier filing loaded for comparison.

Net Assets

$25,612

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin85th percentile

Revenue

$71,753

No earlier filing loaded for comparison.

Expenses

$46,141

No earlier filing loaded for comparison.

Net Income

$25,612

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

2023

Assets$25,612
Liabilities-
Net Assets$25,612
Open 2023 Filing

Operations Trend

Revenue GrowthScore unavailable

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

2023

Revenue$71,753
Expenses$46,141
Net Income$25,612
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Dec 1, 2023
Return Version
2022v5.0
Gross Receipts
$90,124
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, STAFF SERVICES TO PROMOTE AND FACILITATE THE EDUCATION OF TRAILSIDE ELEMENTARY SCHOOL STUDENTS.-$46,141
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KRISTIE GOEHAUSENPresidentPT$0--
KELLY O'LEARYCo-PresidentPT$0--
ANNETTE ENGLANDVice Preside-$0--
SARAH SAMPSONSecretary-$0--
TAMARA WEAVERTreasurer-$0--
RACHEL LELANDVice Preside-$0--
NATALIE WENTWORTHTreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Jog a Thon$37,878-$1,995-
Thrill Night/au$16,632$16,632$3,472$13,160
Total Events$69,866$31,988$18,371$13,617
Filing and Contact Details

Filer

Filer Name
Trailside Elementary Pto Inc
EIN
88-1448774
Phone
3178738057
Address
4200 S 875 E, ZIONSVILLE, IN 46077

Signing Officer

Name
KELLY O'LEARY
Title
Co-president
Phone
3178738057
Signed
2023-12-01
Discuss with paid preparer
Yes

Preparer

Firm
WULBER CPA'S LLC
Address
PO BOX 517, ZIONSVILLE, IN 46077-0517
Preparer
Angela S Wulber CPA
Phone
3178735035
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses operational expenses 298 student, teacher, program 45,843 total 46,141”

Form 990-ez, Part III

“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.”

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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990EZ/OperateHospitalInd0false
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES OPERATIONAL EXPENSES 298 STUDENT, TEACHER, PROGRAM 45,843 TOTAL 46,141
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1TO 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.
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ReturnHeader/BuildTS02023-04-26 12:10:37Z
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ReturnHeader/Filer/PhoneNum03178738057
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ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02023-12-01T09:53:22-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0KELLY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0OLEARY
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
$25,612
Liabilities
-
Net assets
$25,612
Revenue
$71,753
Expenses
$46,141
Net income
$25,612
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