Civic Intelligence

Amelia Elementary PTA

990EZ • Fiscal year 2024 • EIN 23-7228294

Jul 01, 2023 to Jun 30, 2024 • Filed on Oct 29, 2024

Organization Profile

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

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

74th percentile

20%

Higher net margin than 74% 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

79th percentile

32%

Faster asset growth than 79% of similar nonprofits.

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

Revenue Growth

45th percentile

-0.3%

Faster revenue growth than 45% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$67,132

Up $16,367 (+32%) from 2023

Net Assets

Up

$67,132

Up $16,367 (+32%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin74th percentile

Revenue

Down

$82,017

Down $271 (-0.3%) from 2023

Expenses

Down

$65,650

Down $9,262 (-12%) from 2023

Net Income

Up

$16,367

Up $8,991 (+122%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth79th percentile

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

2024

Assets$67,132
Liabilities$0
Net Assets$67,132
Open 2024 Filing

Operations Trend

Revenue Growth45th percentile

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

2024

Revenue$82,017
Expenses$65,650
Net Income$16,367
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Oct 29, 2024
Return Version
2023v5.1
Gross Receipts
$108,965
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-$63,426
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Lacey YoungPresident-$0--
Slone SteidleVice President-$0--
Becky RoyTreasurer-$0--
Mindy BuchananVolunteer Coordinator-$0--
Cynthia WisemanSecretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Walkathon$21,313$21,313$6,108$15,205
2$7,107$7,107$4,169$2,938
Total Events$28,420$28,420$10,277$18,143
Filing and Contact Details

Filer

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

Signing Officer

Name
Becky Roy
Title
Treasurer
Phone
5133829674
Signed
2024-10-29
Discuss with paid preparer
Yes

Preparer

Firm
Dawson and Company Cpas
Address
629 OLD STATE ROUTE 74, CINCINNATI, OH 45244
Preparer
Christopher Pease
Phone
5135287732
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

“Description AmountProgram Expenses 63,426Dues and Memberships 50Insurance 330”

Raw XML Appendix191 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/USAddress/CityNm0Amelia
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OH
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd045102
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt050765
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IRS990EZ/LobbyingActivitiesInd0false
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IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Lacey Young
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Slone Steidle
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Becky Roy
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Mindy Buchanan
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Cynthia Wiseman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Volunteer Coordinator
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt063806
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Assist teachers and students
IRS990EZ/PrintingPublicationsPostageAmt01579
IRS990EZ/ProgramServiceRevenueAmt042002
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/ProgramServiceExpensesAmt063426
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt010277
IRS990EZ/SpecialEventsNetIncomeLossAmt018143
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt065650
IRS990EZ/TotalProgramServiceExpensesAmt063426
IRS990EZ/TotalRevenueAmt082017
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt027940
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt012975
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt012422
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt04776
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt03699
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt061812
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0354
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0207
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt03
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt03
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt09
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0576
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt042002
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt048531
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt033698
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt01385
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt043608
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0169224
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt011721
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt020575
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt025926
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt015543
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt011311
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt085076
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0354
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0207
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt03
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt03
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0576
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99820
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IRS990ScheduleA/PublicSupportTotal509Amt0316112
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt081663
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt082081
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt072046
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt021704
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt058618
IRS990ScheduleA/Total509Grp/TotalAmt0316112
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt082017
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt082288
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt072049
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt021707
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt058627
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0316688
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt010277
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Walkathon
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm02
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt021313
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt07107
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt021313
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt07107
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt028420
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt018143
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt010277
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt06108
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt04169
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountProgram Expenses 63,426Dues and Memberships 50Insurance 330
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Becky Roy
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum05133829674
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-10-29
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/IRSResponsiblePrtyInfoCurrInd0true
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/PreparationDt02024-11-19
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Christopher Pease
ReturnHeader/ReturnTs02024-11-19T08:50:44-05:00
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
$67,132
Liabilities
$0
Net assets
$67,132
Revenue
$82,017
Expenses
$65,650
Net income
$16,367
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