Civic Intelligence

Liberty Tree Elementary Parent Teacher Organization

EIN 20-8798757 • 501(c)3 • Powell, OH

Pub. 78 Eligible990-N Coverage

Profile

The primary purpose of liberty tree parent teacher organization (ltes pto) is to enhance the educational facilities and opportunities for the students of liberty tree elementary school by providing support for their educational needs and to promote open communication between administration, faculty, staff, students, parents and the community at large.

6877 Sawmill ParkwayPowell, OH 43065

gopto.net/Z-LIBERTYTREE

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

59th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

61st percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

27th percentile

-14%

Higher net margin than 27% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

28th percentile

-23%

Faster asset growth than 28% of similar nonprofits.

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

Revenue Growth

89th percentile

74%

Faster revenue growth than 89% of similar nonprofits.

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

Assets

Down

$22,629

Down $6,773 (-23%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$22,629

Down $6,773 (-23%) from 2023

Revenue

Up

$48,545

Up $20,624 (+74%) from 2023

Expenses

Up

$55,320

Up $28,252 (+104%) from 2023

Net Income

Down

-$6,775

Down $7,628 (-894%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$40K$30K$20K$10K$0Assets 2012: $16,537Liabilities 2012: $02012Assets 2013: $17,661Liabilities 2013: $02013Assets 2014: $15,185Liabilities 2014: $02014Assets 2015: $18,779Liabilities 2015: $02015Assets 2016: $28,765Liabilities 2016: $02016Assets 2017: $11,571Liabilities 2017: $02017Assets 2018: $11,916Net Assets 2018: $11,9162018Assets 2019: $20,944Net Assets 2019: $20,9442019Assets 2020: $37,709Net Assets 2020: $37,7092020Assets 2021: $26,983Net Assets 2021: $26,9832021Assets 2022: $28,546Net Assets 2022: $28,5462022Assets 2023: $29,402Net Assets 2023: $29,4022023Assets 2024: $22,629Net Assets 2024: $22,6292024

Highlighted filing

2024

Assets$22,629
Liabilities-
Net Assets$22,629

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$100K$50K$0-$50KRevenue 2012: $59,472Expenses 2012: $61,735Net Income 2012: -$2,2632012Revenue 2013: $34,754Expenses 2013: $33,631Net Income 2013: $1,1232013Revenue 2014: $31,720Expenses 2014: $34,196Net Income 2014: -$2,4762014Revenue 2015: $34,842Expenses 2015: $31,248Net Income 2015: $3,5942015Revenue 2016: $37,664Expenses 2016: $27,678Net Income 2016: $9,9862016Revenue 2017: $28,941Expenses 2017: $46,137Net Income 2017: -$17,1962017Revenue 2018: $28,430Expenses 2018: $28,085Net Income 2018: $3452018Revenue 2019: $99,713Expenses 2019: $90,685Net Income 2019: $9,0282019Revenue 2020: $61,977Expenses 2020: $45,209Net Income 2020: $16,7682020Revenue 2021: $59,350Expenses 2021: $70,077Net Income 2021: -$10,7272021Revenue 2022: $62,203Expenses 2022: $60,641Net Income 2022: $1,5622022Revenue 2023: $27,921Expenses 2023: $27,068Net Income 2023: $8532023Revenue 2024: $48,545Expenses 2024: $55,320Net Income 2024: -$6,7752024

Highlighted filing

2024

Revenue$48,545
Expenses$55,320
Net Income-$6,775

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Aug 1, 2023 to Jul 31, 2024
Signed
Dec 15, 2024
Return Version
2023v5.0
Gross Receipts
$48,545
Mission and Program Overview

Mission

The primary purpose of liberty tree parent teacher organization (ltes pto) is to enhance the educational facilities and opportunities for the students of liberty tree elementary school by providing support for their educational needs and to promote open communication between administration, faculty, staff, students, parents and the community at large.

Program Services

DescriptionGrantsExpenses
DURING THE 2023-2024 SCHOOL YEAR, LTES PTO PROVIDED THE FOLLOWING SERVICES AND PROGRAMS IN FURTHERANCE OF ITS EXEMPT PURPOSE: ASSEMBLIES: LTES PTO HAS PROVIDED FUNDS FOR VARIOUS STUDENT ASSEMBLIES THROUGHOUT THE YEAR INCLUDING COSI ON WHEELS. AUTHOR VISITS: NOTED CHILDREN'S AUTHORS ARE INVITED TO SPEAK AND VISIT WITH THE STUDENTS. BOOK FAIR: STUDENTS, STAFF AND FAMILIES ARE GIVEN AN OPPORTUNITY TO PURCHASE SCHOLASTIC BOOKS FOR HOME AND CLASSROOM LIBRARIES. PROCEEDS FROM THE FALL BOOK FAIR PROVIDED PURCHASE OF BOOKS FOR THE LIBRARY AND INDIVIDUAL CLASSROOMS. FIELD TRIPS: LTES PTO PROVIDES FUNDS FOR VARIOUS STUDENT FIELD TRIPS THROUGHOUT THE YEAR. ADDITIONALLY, LTES PTO SPONSORS VARIOUS ACTIVITIES FOR STUDENTS AND EXPENDS FUNDS FOR THE 5TH GRADE SEND-OFF. STAFF APPRECIATION & TEACHER ENRICHMENT: LTES PTO FUNDS VARIOUS ACTIVITIES THROUGHOUT THE YEAR FOR STAFF, INCLUDING BACK-TO-SCHOOL KITS, LEARNING MATERIALS FOR THE CLASSROOMS, DINNERS FOR THE TEACHERS ON CONFERENCE NIGHTS AND STAFF APPRECIATION LUNCHEON. DURING THE SCHOOL YEAR, LTES PTO DONATED FUNDS FOR NEW LIBRARY BOOKS FOR EACH CLASSROOM.-$55,200
LIBERTY TREE PTO ASKES THE STUDENT BODY FAMILIES TO DONATE CASH IN LIEU OF PARTICIPATING IN OTHER FUNDRAISERS.-$120
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
NATALIE TAYLORVolunteer Co-$0--
SAMANTHA O'LEARYComm/Pr Coor-$0--
AMY ZENDERFundraising-$0--
JAMIE MILESSecretary-$0--
STEPHANIE WILSONCo Vice-Pres-$0--
SARAH STEMANCo-Vice Pres-$0--
KERRY SMITHPresidentPT$0--
BRIE BARCOMBCo-Treasurer-$0--
EMILY LITTLEEmeritus Adv-$0--
ERICA WORLEYCo-Treasurer-$0--
Filing and Contact Details

Filer

Filer Name
Liberty Tree Elementary Parent
EIN
20-8798757
Phone
7406575600
Address
6877 SAWMILL PARKWAY, POWELL, OH 43065

Signing Officer

Name
Brie Barcomb
Title
Co-treasurer
Phone
7406575600
Signed
2024-12-15
Discuss with paid preparer
Yes

Preparer

Firm
Mandy Dargatz CPA
Address
4399 MARILYN DR, LEWIS CENTER, OH 43035
Preparer
Amanda Dargatz CPA
Phone
7405494421
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

Expenses 120 flower sales 286 field trips 3,421 read-a-thon 208 spring fundraiser exps 2,389 5th grade last day 1,489 logowear 1,150 field day 2,468 assemblies 1,675 kindergarten t-shirt sale 1,790 staff appreciation 2,928 teacher/staff appreciatio 2,741 pto treasurer fund 876 military family events 130 elementary school purchas 27,409 building well being 1,200 misc exp 557 professional development 721 activity funds 3,762 total 55,320

Form 990-ez, Part III

The primary purpose of liberty tree parent teacher organization (ltes pto) is to enhance the educational facilities and opportunities for the students of liberty tree elementary school by providing support for their educational needs and to promote open communication between administration, faculty, staff, students, parents and the community at large.

Form 990-ez, Part III, Line 31

During the 2023-2024 school year, ltes pto provided the following services and programs in furtherance of its exempt purpose: assemblies: ltes pto has provided funds for various student assemblies throughout the year including cosi on wheels. Author visits: noted children's authors are invited to speak and visit with the students. Book fair: students, staff and families are given an opportunity to purchase scholastic books for home and classroom libraries. Proceeds from the fall book fair provided purchase of books for the library and individual classrooms. Field trips: ltes pto provides funds for various student field trips throughout the year. Additionally, ltes pto sponsors various activities for students and expends funds for the 5th grade send-off. Staff appreciation & teacher enrichment: ltes pto funds various activities throughout the year for staff, including back-to-school kits, learning materials for the classrooms, dinners for the teachers on conference nights and staff appreciation luncheon. During the school year, ltes pto donated funds for new library books for each classroom.

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES 120 FLOWER SALES 286 FIELD TRIPS 3,421 READ-A-THON 208 SPRING FUNDRAISER EXPS 2,389 5TH GRADE LAST DAY 1,489 LOGOWEAR 1,150 FIELD DAY 2,468 ASSEMBLIES 1,675 KINDERGARTEN T-SHIRT SALE 1,790 STAFF APPRECIATION 2,928 TEACHER/STAFF APPRECIATIO 2,741 PTO TREASURER FUND 876 MILITARY FAMILY EVENTS 130 ELEMENTARY SCHOOL PURCHAS 27,409 BUILDING WELL BEING 1,200 MISC EXP 557 PROFESSIONAL DEVELOPMENT 721 ACTIVITY FUNDS 3,762 TOTAL 55,320
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE PRIMARY PURPOSE OF LIBERTY TREE PARENT TEACHER ORGANIZATION (LTES PTO) IS TO ENHANCE THE EDUCATIONAL FACILITIES AND OPPORTUNITIES FOR THE STUDENTS OF LIBERTY TREE ELEMENTARY SCHOOL BY PROVIDING SUPPORT FOR THEIR EDUCATIONAL NEEDS AND TO PROMOTE OPEN COMMUNICATION BETWEEN ADMINISTRATION, FACULTY, STAFF, STUDENTS, PARENTS AND THE COMMUNITY AT LARGE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DURING THE 2023-2024 SCHOOL YEAR, LTES PTO PROVIDED THE FOLLOWING SERVICES AND PROGRAMS IN FURTHERANCE OF ITS EXEMPT PURPOSE: ASSEMBLIES: LTES PTO HAS PROVIDED FUNDS FOR VARIOUS STUDENT ASSEMBLIES THROUGHOUT THE YEAR INCLUDING COSI ON WHEELS. AUTHOR VISITS: NOTED CHILDREN'S AUTHORS ARE INVITED TO SPEAK AND VISIT WITH THE STUDENTS. BOOK FAIR: STUDENTS, STAFF AND FAMILIES ARE GIVEN AN OPPORTUNITY TO PURCHASE SCHOLASTIC BOOKS FOR HOME AND CLASSROOM LIBRARIES. PROCEEDS FROM THE FALL BOOK FAIR PROVIDED PURCHASE OF BOOKS FOR THE LIBRARY AND INDIVIDUAL CLASSROOMS. FIELD TRIPS: LTES PTO PROVIDES FUNDS FOR VARIOUS STUDENT FIELD TRIPS THROUGHOUT THE YEAR. ADDITIONALLY, LTES PTO SPONSORS VARIOUS ACTIVITIES FOR STUDENTS AND EXPENDS FUNDS FOR THE 5TH GRADE SEND-OFF. STAFF APPRECIATION & TEACHER ENRICHMENT: LTES PTO FUNDS VARIOUS ACTIVITIES THROUGHOUT THE YEAR FOR STAFF, INCLUDING BACK-TO-SCHOOL KITS, LEARNING MATERIALS FOR THE CLASSROOMS, DINNERS FOR THE TEACHERS ON CONFERENCE NIGHTS AND STAFF APPRECIATION LUNCHEON. DURING THE SCHOOL YEAR, LTES PTO DONATED FUNDS FOR NEW LIBRARY BOOKS FOR EACH CLASSROOM.
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III, LINE 31
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