Civic Intelligence

Amelia Elementary PTA

990EZ • Fiscal year 2018 • EIN 23-7228294

Jul 01, 2017 to Jun 30, 2018 • Filed on Oct 18, 2018

Refreshing map…

5 E Main StreetAmelia, OH 45102

(513) 382-9674

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

57th percentile

0.00x

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

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

Liabilities / Revenue

56th percentile

0.00x

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

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

Net Margin

32nd percentile

-4.0%

Higher net margin than 32% of similar nonprofits.

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

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

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

Asset Growth

23rd percentile

-16%

Faster asset growth than 23% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

58th percentile

5.9%

Faster revenue growth than 58% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Down

$10,659

Down $2,081 (-16%) from 2017

Net Assets

Down

$10,659

Down $2,081 (-16%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue

Up

$52,592

Up $2,938 (+5.9%) from 2017

Expenses

Up

$54,673

Up $4,932 (+9.9%) from 2017

Net Income

Down

-$2,081

Down $1,994 (-2292%) from 2017

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$80K$60K$40K$20K$0Assets 2011: $11,003Liabilities 2011: $0Net Assets 2011: $11,0032011Assets 2012: $9,348Liabilities 2012: $0Net Assets 2012: $9,3482012Assets 2013: $17,881Liabilities 2013: $0Net Assets 2013: $17,8812013Assets 2014: $12,260Liabilities 2014: $0Net Assets 2014: $12,2602014Assets 2015: $2,702Liabilities 2015: $0Net Assets 2015: $2,7022015Assets 2016: $12,827Liabilities 2016: $0Net Assets 2016: $12,8272016Assets 2017: $12,740Liabilities 2017: $0Net Assets 2017: $12,7402017Assets 2018: $10,659Liabilities 2018: $0Net Assets 2018: $10,6592018Assets 2019: $23,385Liabilities 2019: $0Net Assets 2019: $23,3852019Assets 2020: $32,766Liabilities 2020: $0Net Assets 2020: $32,7662020Assets 2021: $25,106Liabilities 2021: $0Net Assets 2021: $25,1062021Assets 2022: $43,389Liabilities 2022: $0Net Assets 2022: $43,3892022Assets 2023: $50,765Liabilities 2023: $0Net Assets 2023: $50,7652023Assets 2024: $67,132Liabilities 2024: $0Net Assets 2024: $67,1322024Assets 2025: $49,271Liabilities 2025: $0Net Assets 2025: $49,2712025

Highlighted filing

2018

Assets$10,659
Liabilities$0
Net Assets$10,659

Operations Trend

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

$100K$50K$0-$50KRevenue 2011: $50,844Expenses 2011: $52,004Net Income 2011: -$1,1602011Revenue 2012: $54,064Expenses 2012: $55,719Net Income 2012: -$1,6552012Revenue 2013: $62,371Expenses 2013: $53,838Net Income 2013: $8,5332013Revenue 2014: $54,197Expenses 2014: $59,818Net Income 2014: -$5,6212014Revenue 2015: $44,080Expenses 2015: $53,638Net Income 2015: -$9,5582015Revenue 2016: $51,157Expenses 2016: $41,032Net Income 2016: $10,1252016Revenue 2017: $49,654Expenses 2017: $49,741Net Income 2017: -$872017Revenue 2018: $52,592Expenses 2018: $54,673Net Income 2018: -$2,0812018Revenue 2019: $59,840Expenses 2019: $47,114Net Income 2019: $12,7262019Revenue 2020: $58,627Expenses 2020: $49,246Net Income 2020: $9,3812020Revenue 2021: $21,707Expenses 2021: $29,367Net Income 2021: -$7,6602021Revenue 2022: $72,049Expenses 2022: $53,766Net Income 2022: $18,2832022Revenue 2023: $82,288Expenses 2023: $74,912Net Income 2023: $7,3762023Revenue 2024: $82,017Expenses 2024: $65,650Net Income 2024: $16,3672024Revenue 2025: $42,264Expenses 2025: $60,125Net Income 2025: -$17,8612025

Highlighted filing

2018

Revenue$52,592
Expenses$54,673
Net Income-$2,081
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Oct 18, 2018
Return Version
2017v2.2
Gross Receipts
$78,865
Mission and Program Overview

Mission

Assist teachers and students

Program Services

DescriptionGrantsExpenses
Provide services to teachers and enrich the student experience by sponsoring various programs for the benefit of teachers and students of Amelia Elementary-$52,026
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Amanda HoodPresident-$0--
Lacey YoungVice President-$0--
Kari SpearTreasurer-$0--
Heather JessSecretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Walkathon$10,788$10,788$3,110$7,678
FallFundrais$3,330$3,330$2,283$1,047
Total Events$16,400$16,400$5,638$10,762
Filing and Contact Details

Filer

Filer Name
Amelia Elementary PTA
EIN
23-7228294
Address
5 E Main Street, Amelia, OH 45102

Signing Officer

Name
Kari Spear
Title
Treasurer
Phone
5133829674
Signed
2018-10-18
Discuss with paid preparer
Yes

Preparer

Firm
Dawson and Company Cpas
Address
629 OLD STATE ROUTE 74, Cincinnati, OH 45244
Preparer
Magda Dawson
Phone
5135287732
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

Description AmountProgram Expenses 52,026Dues and Memberships 400Insurance 365

Raw XML Appendix196 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/PersonNm0Kari Spear
IRS990EZ/BooksInCareOfDetail/PhoneNum05133829674
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt05 E Main Street
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Amelia
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OH
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd045102
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt012740
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt010659
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt016771
IRS990EZ/CostOfGoodsSoldAmt020635
IRS990EZ/DonorAdvisedFndsInd0false
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IRS990EZ/ExcessOrDeficitForYearAmt0-2081
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IRS990EZ/FiledScheduleAInd0true
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IRS990EZ/GrossProfitLossSlsOfInvntryAmt01314
IRS990EZ/GrossReceiptsAmt078865
IRS990EZ/GrossSalesOfInventoryAmt021949
IRS990EZ/GroupExemptionNum02394
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt02
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0420
IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Amanda Hood
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Lacey Young
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Kari Spear
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Heather Jess
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt052791
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Assist teachers and students
IRS990EZ/PrintingPublicationsPostageAmt01528
IRS990EZ/ProgramServiceRevenueAmt023323
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Provide services to teachers and enrich the student experience by sponsoring various programs for the benefit of teachers and students of Amelia Elementary
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt052026
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt05638
IRS990EZ/SpecialEventsNetIncomeLossAmt010762
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt054673
IRS990EZ/TotalProgramServiceExpensesAmt052026
IRS990EZ/TotalRevenueAmt052592
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt017191
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt08455
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt08721
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt012096
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt011271
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt057734
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt02
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt02
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt01
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt01
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt05
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt011
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt023323
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt022728
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt025956
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt023169
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt028184
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0123360
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt012076
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt018469
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt016479
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt08814
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt014737
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt070575
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt02
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt02
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt01
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt01
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt05
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt011
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct00.99990
IRS990ScheduleA/PublicSupportTotal509Amt0251669
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt052590
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt049652
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt051156
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt044079
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt054192
IRS990ScheduleA/Total509Grp/TotalAmt0251669
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt052592
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt049654
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt051157
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt044080
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt054197
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0251680
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt05638
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Walkathon
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0FallFundrais
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt010788
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt03330
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt02282
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt016400
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt010788
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt03330
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt02282
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt016400
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt010762
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt0245
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt05638
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt03110
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt02283
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt02
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountProgram Expenses 52,026Dues and Memberships 400Insurance 365
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Kari Spear
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum05133829674
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-10-18
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Amelia Elementary PTA
ReturnHeader/Filer/BusinessNameControlTxt0AMEL
ReturnHeader/Filer/EIN0237228294
ReturnHeader/Filer/USAddress/AddressLine1Txt05 E Main Street
ReturnHeader/Filer/USAddress/CityNm0Amelia
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd045102
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId012EF77A1BF5A8733EFC0E14B1B490272507C4ED8
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ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02018-11-08
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt072.49.107.254
ReturnHeader/FilingSecurityInformation/IPDt02018-11-08
ReturnHeader/FilingSecurityInformation/IPTm011:00:53
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0311494541
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DAWSON AND COMPANY CPAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0629 OLD STATE ROUTE 74
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Cincinnati
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd045244
ReturnHeader/PreparerPersonGrp/PhoneNum05135287732
ReturnHeader/PreparerPersonGrp/PreparationDt02018-10-18
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Magda Dawson
ReturnHeader/ReturnTs02018-10-18T12:20:25-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$49.3$0.00$49.3$42.3$60.1$17.9
2024Detailed filing. Detailed filing data is available for this year.$67.1$0.00$67.1$82.0$65.7$16.4
2023Detailed filing. Detailed filing data is available for this year.$50.8$0.00$50.8$82.3$74.9$7.38
2022Detailed filing. Detailed filing data is available for this year.$43.4$0.00$43.4$72.0$53.8$18.3
2021Detailed filing. Detailed filing data is available for this year.$25.1$0.00$25.1$21.7$29.4$7.66
2020Detailed filing. Detailed filing data is available for this year.$32.8$0.00$32.8$58.6$49.2$9.38
2019Detailed filing. Detailed filing data is available for this year.$23.4$0.00$23.4$59.8$47.1$12.7
2018Detailed filing. Detailed filing data is available for this year.$10.7$0.00$10.7$52.6$54.7$2.08
2017Detailed filing. Detailed filing data is available for this year.$12.7$0.00$12.7$49.7$49.7$0.09
2016Detailed filing. Detailed filing data is available for this year.$12.8$0.00$12.8$51.2$41.0$10.1
2015Detailed filing. Detailed filing data is available for this year.$2.70$0.00$2.70$44.1$53.6$9.56
2014Detailed filing. Detailed filing data is available for this year.$12.3$0.00$12.3$54.2$59.8$5.62
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$17.9$0.00$17.9$62.4$53.8$8.53
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.35$0.00$9.35$54.1$55.7$1.66
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$11.0$0.00$11.0$50.8$52.0$1.16