Civic Intelligence

Trailside Elementary PTO

990EZ • Fiscal year 2024 • EIN 88-1448774

Jul 01, 2023 to Jun 30, 2024 • Filed on Oct 31, 2024

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

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

81st percentile

29%

Higher net margin than 81% 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

86th percentile

55%

Faster asset growth than 86% of similar nonprofits.

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

Revenue Growth

17th percentile

-33%

Faster revenue growth than 17% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$39,686

Up $14,074 (+55%) from 2023

Net Assets

Up

$39,686

Up $14,074 (+55%) from 2023

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin81st percentile

Revenue

Down

$48,201

Down $23,552 (-33%) from 2023

Expenses

Down

$34,127

Down $12,014 (-26%) from 2023

Net Income

Down

$14,074

Down $11,538 (-45%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth86th 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

2024

Assets$39,686
Liabilities$0
Net Assets$39,686
Open 2024 Filing

Operations Trend

Revenue Growth17th 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

2024

Revenue$48,201
Expenses$34,127
Net Income$14,074
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Oct 31, 2024
Return Version
2023v5.0
Gross Receipts
$71,095
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.-$34,127
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LISA STEPSISPresidentPT$0--
VANESSA FRIEDMANVice Preside-$0--
ANNETTE ENGLANDSecretary-$0--
KELLY O'LEARYTreasurerPT$0--
BRANDI RICEVP Fundraisi-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Jog a Thon$39,154-$905-
Book Fair$11,085$11,085$11,150$-65
Total Events$68,942$29,788$22,894$6,894
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
Lisa Stepsis
Title
President
Phone
3178738057
Signed
2024-10-31
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 1,509 student, teacher, program 32,618 total 34,127”

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.”

Raw XML Appendix144 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.

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IRS990EZ/BooksInCareOfDetail/PhoneNum03178738057
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0ZIONSVILLE
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4VP FUNDRAISI
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
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IRS990EZ/PoliticalCampaignActyInd0false
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IRS990EZ/SubjectToProxyTaxInd0false
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IRS990EZ/TotalRevenueAmt048201
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IRS990EZ/TypeOfOrganizationCorpInd0X
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IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt0905
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IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt02
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES OPERATIONAL EXPENSES 1,509 STUDENT, TEACHER, PROGRAM 32,618 TOTAL 34,127
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.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART III
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LISA STEPSIS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum03178738057
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ReturnHeader/Filer/EIN0881448774
ReturnHeader/Filer/PhoneNum03178738057
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ReturnHeader/Filer/USAddress/CityNm0ZIONSVILLE
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ZIONSVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IN
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ReturnHeader/PreparerPersonGrp/PhoneNum03178735035
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ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ANGELA S WULBER CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02024-11-14T14:15:11-05:00
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
$39,686
Liabilities
$0
Net assets
$39,686
Revenue
$48,201
Expenses
$34,127
Net income
$14,074
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