Civic Intelligence

Winfield Elementary PTO

990EZ • Fiscal year 2024 • EIN 93-2106879

Jul 01, 2023 to Jun 30, 2024 • Filed on Nov 15, 2024

Organization Profilewinfield.cps.k12.in.us/pto
13128 Montgomery StCrown Point, IN 46307

(219) 663-2287

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

96th percentile

77%

Higher net margin than 96% 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

$79,305

No earlier filing loaded for comparison.

Net Assets

$79,305

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin96th percentile

Revenue

$102,889

No earlier filing loaded for comparison.

Expenses

$23,584

No earlier filing loaded for comparison.

Net Income

$79,305

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.

$80K$60K$40K$20K$0Assets 2024: $79,305Liabilities 2024: $0Net Assets 2024: $79,3052024Assets 2025: $66,627Liabilities 2025: $0Net Assets 2025: $66,6262025

Highlighted filing

2024

Assets$79,305
Liabilities$0
Net Assets$79,305
Open 2024 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$150K$100K$50K$0-$50KRevenue 2024: $102,889Expenses 2024: $23,584Net Income 2024: $79,3052024Revenue 2025: $32,083Expenses 2025: $44,762Net Income 2025: -$12,6792025

Highlighted filing

2024

Revenue$102,889
Expenses$23,584
Net Income$79,305
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Nov 15, 2024
Return Version
2023v5.1
Gross Receipts
$156,923
Mission and Program Overview

Mission

Facilitate education of area students

Program Services

DescriptionGrantsExpenses
Provision of funds for various school related special activities such as Teacher Stipends Student of the Month 5th Grade Celebration and Crown Point Community Foundation Scholarships-$46,718
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SARAH WEILGOTPresident-$0--
KATHLEEN MIDDLETONVice President-$0--
SARAH SHELTONSecretary-$0--
JAMES BOWENTreasurer-$0--
AURORA ZACARIASEvents Coordinator-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Chocolate$36,722$36,722$22,311$14,411
Penguin Patch$10,088$10,088$9,089$999
Total Events$87,538$87,538$54,034$33,504
Filing and Contact Details

Filer

Filer Name
Winfield Elementary Pto
EIN
93-2106879
In Care Of
% James Bowen
Phone
2196632287
Address
13128 MONTGOMERY ST, Crown Point, IN 46307

Signing Officer

Name
James Bowen
Title
Treasurer
Phone
2196632287
Signed
2024-11-15
Discuss with paid preparer
Yes

Preparer

Firm
NWI Tax LLC
Address
9800 Connecticut Drive, Crown Point, IN 46307
Preparer
John T Eagan
Phone
2194402829
Supplemental Narrative

Additional Explanations

Part I Line 16

“See Sch O $23584.00”

Part I Line 16

“Student Club Support - $1,808.71”

Part I Line 16

“Student/Family/Community Support - $3,267.92”

Part I Line 16

“School/Teacher/Staff Support - $15,184.45”

Part I Line 16

“PTO Admin - $2,726.31”

Part I Line 16

“Events - $596.74”

Raw XML Appendix169 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/PersonNm0JAMES BOWEN
IRS990EZ/BooksInCareOfDetail/PhoneNum02196633010
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt013128 MONTGOMERY ST
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Crown Point
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IN
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd046307
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt00
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt079305
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt069385
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt079305
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
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IRS990EZ/FundraisingGrossIncomeAmt087538
IRS990EZ/GrossReceiptsAmt0156923
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitialReturnInd0X
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IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesEOYAmt079305
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.000
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.000
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20.000
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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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/PersonNm0SARAH WEILGOT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1KATHLEEN MIDDLETON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2SARAH SHELTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JAMES BOWEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4AURORA ZACARIAS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Events Coordinator
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt023584
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Facilitate education of area students
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Provision of funds for various school related special activities such as Teacher Stipends Student of the Month 5th Grade Celebration and Crown Point Community Foundation Scholarships
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt046718
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt054034
IRS990EZ/SpecialEventsNetIncomeLossAmt033504
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0IN
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TotalExpensesAmt023584
IRS990EZ/TotalProgramServiceExpensesAmt046718
IRS990EZ/TotalRevenueAmt0102889
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0https://winfield.cps.k12.in.us/pto
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt069385
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt069385
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt087538
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt087538
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0156923
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0156923
IRS990ScheduleA/Total509Grp/TotalAmt0156923
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0156923
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0156923
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt054034
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Chocolate
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Penguin Patch
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt036722
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt010088
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt040728
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt087538
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt036722
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt010088
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt040728
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt087538
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt033504
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt022634
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt054034
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt022311
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt09089
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt011
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0See Sch O $23584.00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Student Club Support - $1,808.71
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Student/Family/Community Support - $3,267.92
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3School/Teacher/Staff Support - $15,184.45
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4PTO Admin - $2,726.31
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Events - $596.74
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Part I Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Part I Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Part I Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Part I Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Part I Line 16
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES BOWEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum02196632287
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WINFIELD ELEMENTARY PTO
ReturnHeader/Filer/BusinessNameControlTxt0WINF
ReturnHeader/Filer/EIN0932106879
ReturnHeader/Filer/InCareOfNm0% James Bowen
ReturnHeader/Filer/PhoneNum02196632287
ReturnHeader/Filer/USAddress/AddressLine1Txt013128 MONTGOMERY ST
ReturnHeader/Filer/USAddress/CityNm0Crown Point
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IN
ReturnHeader/Filer/USAddress/ZIPCd046307
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0455524401
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0NWI Tax LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt09800 Connecticut Drive
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Crown Point
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd046307
ReturnHeader/PreparerPersonGrp/PhoneNum02194402829
ReturnHeader/PreparerPersonGrp/PreparationDt02024-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN T EAGAN
ReturnHeader/ReturnTs02024-11-15T11:53:10-06:00
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
$79,305
Liabilities
$0
Net assets
$79,305
Revenue
$102,889
Expenses
$23,584
Net income
$79,305
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.67$0.00$0.67$0.32$0.45$0.13
2024Detailed filing. Detailed filing data is available for this year.$0.79$0.00$0.79$1.03$0.24$0.79