Civic Intelligence

Mt. Carmel Elementary School PTO

990EZ • Fiscal year 2024 • EIN 88-2578708

Jul 01, 2023 to Jun 30, 2024 • Filed on Oct 14, 2024

Organization ProfileN/A

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335 Homer Nance RoadHuntsville, AL 35811

(256) 617-9417

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

68th percentile

15%

Higher net margin than 68% 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

Score unavailable

No value available

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

Source year 2024

Revenue Growth

Score unavailable

No value available

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

Source year 2024

Balance Sheet
Liabilities / Assets56th percentile

Assets

$29,097

No earlier filing loaded for comparison.

Net Assets

$29,097

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin68th percentile

Revenue

$40,820

No earlier filing loaded for comparison.

Expenses

$34,791

No earlier filing loaded for comparison.

Net Income

$6,029

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.

$30K$20K$10K$0Assets 2024: $29,097Liabilities 2024: $0Net Assets 2024: $29,0972024Assets 2025: $29,822Net Assets 2025: $29,8222025

Highlighted filing

2024

Assets$29,097
Liabilities$0
Net Assets$29,097
Open 2024 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$60K$40K$20K$0Revenue 2024: $40,820Expenses 2024: $34,791Net Income 2024: $6,0292024Revenue 2025: $22,439Expenses 2025: $21,714Net Income 2025: $7252025

Highlighted filing

2024

Revenue$40,820
Expenses$34,791
Net Income$6,029
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Oct 14, 2024
Return Version
2023v5.1
Gross Receipts
$49,606
Mission and Program Overview

Mission

To support education services

Program Services

DescriptionGrantsExpenses
TO SUPPORT EDUCATION SERVICES PLAY GROUND EQUIPMENT$0$25,000
NO EXPLANATION REQUIRED$0$6,174
TEACHER APPRECIATION$0$3,117
NURSE FUND$0$500
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
AMY WESTMORRELANDPresidentPT$0--
MEGAN DAVIDSONVice President Fund RaisingPT$0--
JEANNIE CABANISSVice President MembershipPT$0--
JESSICA BERTOLDITreasurerPT$0--
STEPHANIE THOMASSecretaryPT$0--
TORI PEELEVolunteer CoordinatorPT$0--
ASHLEY WARDCommunications ChairPT$0--
JENNIFER RENFROEnvents ChairPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Cookie Dough$23,458$23,458$1,965$21,493
Glow Dance$5,988$5,988$2,401$3,587
Total Events$43,365$43,365$8,786$34,579
Filing and Contact Details

Filer

Filer Name
Mt Carmel Elementry School Pt0
EIN
88-2578708
Phone
2566179417
Address
335 HOMER NANCE ROAD, HUNTSVILLE, AL 35811

Signing Officer

Name
Jessica Bertoldi
Title
Treasurer
Phone
2566179417
Signed
2024-10-14
Discuss with paid preparer
Yes

Preparer

Firm
Mullins Accounting and Tax Svc
Address
567 SHIELDS RD, HUNTSVILLE, AL 35811
Preparer
Ralph Mullins CPA
Phone
2568514177
Supplemental Narrative

Additional Explanations

Pt III, Line 31

“NO EXPLANATION REQUIRED”

Form 990EZ, Part I, Line 16

“SCHOOL ACTIVITIES 34641.”

Raw XML Appendix197 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/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0AMY WESTMORRELAND
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MEGAN DAVIDSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JEANNIE CABANISS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JESSICA BERTOLDI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4STEPHANIE THOMAS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5TORI PEELE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6ASHLEY WARD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7JENNIFER RENFRO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT FUND RAISING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VICE PRESIDENT MEMBERSHIP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5VOLUNTEER COORDINATOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6COMMUNICATIONS CHAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7ENVENTS CHAIR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt034641
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO SUPPORT EDUCATION SERVICES
IRS990EZ/ProgramServiceRevenueAmt09664
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO SUPPORT EDUCATION SERVICES PLAY GROUND EQUIPMENT
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1TEACHER APPRECIATION
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2NURSE FUND
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IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt10
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt2500
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt36174
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt08786
IRS990EZ/SpecialEventsNetIncomeLossAmt028591
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt034791
IRS990EZ/TotalProgramServiceExpensesAmt034791
IRS990EZ/TotalRevenueAmt040820
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt040820
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IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0COOKIE DOUGH
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0GLOW DANCE
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt023458
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt05988
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt013919
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt05988
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IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt01965
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt02401
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0NO EXPLANATION REQUIRED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1SCHOOL ACTIVITIES 34641.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt III, Line 31
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JESSICA BERTOLDI
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02566179417
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-10-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MT CARMEL ELEMENTRY SCHOOL PT0
ReturnHeader/Filer/BusinessNameControlTxt0MTCA
ReturnHeader/Filer/EIN0882578708
ReturnHeader/Filer/PhoneNum02566179417
ReturnHeader/Filer/USAddress/AddressLine1Txt0335 HOMER NANCE ROAD
ReturnHeader/Filer/USAddress/CityNm0HUNTSVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AL
ReturnHeader/Filer/USAddress/ZIPCd035811
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0455161551
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HUNTSVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd035811
ReturnHeader/PreparerPersonGrp/PhoneNum02568514177
ReturnHeader/PreparerPersonGrp/PreparationDt02024-11-19
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RALPH MULLINS CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02024-11-19T14:18:39-08:00
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
$29,097
Liabilities
$0
Net assets
$29,097
Revenue
$40,820
Expenses
$34,791
Net income
$6,029
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$29.8$29.8$22.4$21.7$0.73
2024Detailed filing. Detailed filing data is available for this year.$29.1$0.00$29.1$40.8$34.8$6.03