Civic Intelligence

PTA Ohio Congress

990EZ • Fiscal year 2016 • EIN 23-7253210

Aug 01, 2015 to Jul 31, 2016 • Filed on Aug 19, 2016

Organization ProfileN/A
3055 Kingston AveGrove City, OH 43123

(614) 539-0120

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.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

55th percentile

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

17th percentile

-18%

Higher net margin than 17% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

10th percentile

-44%

Faster asset growth than 10% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

92nd percentile

96%

Faster revenue growth than 92% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets56th percentile

Assets

Down

$7,567

Down $6,056 (-44%) from 2015

Net Assets

Down

$7,567

Down $6,056 (-44%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin17th percentile

Revenue

Up

$33,158

Up $16,218 (+96%) from 2015

Expenses

Up

$39,214

Up $27,418 (+232%) from 2015

Net Income

Down

-$6,056

Down $11,200 (-218%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth10th percentile

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

$15K$10K$5.0K$0Assets 2011: $5,746Net Assets 2011: $5,7462011Assets 2012: $3,562Net Assets 2012: $3,5622012Assets 2013: $7,252Net Assets 2013: $7,2522013Assets 2014: $8,479Net Assets 2014: $8,4792014Assets 2015: $13,623Liabilities 2015: $0Net Assets 2015: $13,6232015Assets 2016: $7,567Liabilities 2016: $0Net Assets 2016: $7,5672016Assets 2017: $9,505Liabilities 2017: $0Net Assets 2017: $9,5052017Assets 2018: $12,460Liabilities 2018: $0Net Assets 2018: $12,4602018Assets 2019: $8,866Liabilities 2019: $0Net Assets 2019: $8,8662019

Highlighted filing

2016

Assets$7,567
Liabilities$0
Net Assets$7,567
Open 2016 Filing

Operations Trend

Revenue Growth92nd percentile

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

$40K$20K$0-$20KRevenue 2011: $23,597Expenses 2011: $27,350Net Income 2011: -$3,7532011Revenue 2012: $27,868Expenses 2012: $30,052Net Income 2012: -$2,1842012Revenue 2013: $20,606Expenses 2013: $16,938Net Income 2013: $3,6682013Revenue 2014: $23,295Expenses 2014: $22,068Net Income 2014: $1,2272014Revenue 2015: $16,940Expenses 2015: $11,796Net Income 2015: $5,1442015Revenue 2016: $33,158Expenses 2016: $39,214Net Income 2016: -$6,0562016Revenue 2017: $36,171Expenses 2017: $34,233Net Income 2017: $1,9382017Revenue 2018: $20,652Expenses 2018: $17,697Net Income 2018: $2,9552018Revenue 2019: $33,022Expenses 2019: $36,616Net Income 2019: -$3,5942019

Highlighted filing

2016

Revenue$33,158
Expenses$39,214
Net Income-$6,056
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2015 to Jul 31, 2016
Signed
Aug 19, 2016
Return Version
2015v2.1
Gross Receipts
$55,726
Mission and Program Overview

Mission

Provide resources to promote excellence

Program Services

DescriptionGrantsExpenses
ASSISTED STUDENTS TO EXCEL IN LITERACY BY PROVIDING FUNDS TO INDIVIDUAL CLASSROOMS AND THE LIBRARY FOR THE PURCHASE OF BOOKS OTHER EDUCATIONAL MATERIALS AND TUTORING-$2,606
ADOPTED A FAMILY AT CHRISTMAS TO PROVIDE TOYS AND FOOD TO A NEEDY FAMILY-$2,500
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
HEATHER OCHELTREEPresidentPT$0--
STEPHANIE HIVELYVice PresidentPT$0--
ANDREA LOGHTSecretary-$0--
HEATHER ARNOLDTreasurerPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fall Fundrai$23,348$23,348$12,022$11,326
Spirit Wear$4,461$4,461$3,789$672
Total Events$35,581$35,581$19,339$16,242
Filing and Contact Details

Filer

Filer Name
Jc Sommer Pta
EIN
23-7253210
Address
3055 KINGSTON AVE, Grove City, OH 43123

Signing Officer

Name
Heather Arnold
Title
Vice President
Phone
6148755977
Signed
2016-08-19
Discuss with paid preparer
No

Preparer

Firm
Browns Tax Service Inc
Address
5928 HAUGHN RD, Grove City, OH 43123
Preparer
Mark F Brown
Phone
6148758299
Supplemental Narrative

Additional Explanations

List of grants and similar amounts paid Part I line 10

“Activity ASSEMBLIES START UP MONEY TUTORING Amount 6,666Activity HOSPITALITY Amount 7,373Activity AWARDS SCOLARSHIPS DUES MISC Amount 5,109Activity CARNIVAL FUNDRAISERS Amount 3,247Activity FUNDRAISERS Amount 16,093Activity MEMBERSHIPS Amount 726”

Other program services Part III line 31

“Part iii, line 31 jc sommer pta also provided funds and volunteer assistants/workers for student field trips, school ground landscaping, teacher appreciation and other various school functions and events”

Raw XML Appendix172 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0STEPHANIE HIVELY VICE PRESIDENT
IRS990EZ/BooksInCareOfDetail/PhoneNum06145390120
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt03588 ORDERS RD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Grove City
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OH
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd043123
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt013623
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt07567
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-6056
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt013623
IRS990EZ/Form990TotalAssetsGrp/EOYAmt07567
IRS990EZ/FundraisingGrossIncomeAmt055036
IRS990EZ/GrantsAndSimilarAmountsPaidAmt039214
IRS990EZ/GrossReceiptsAmt055726
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0690
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt013623
IRS990EZ/NetAssetsOrFundBalancesEOYAmt07567
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt013623
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt07567
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt020.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt16.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt310.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0HEATHER OCHELTREE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1STEPHANIE HIVELY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ANDREA LOGHT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3HEATHER ARNOLD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0true
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROVIDE RESOURCES TO PROMOTE EXCELLENCE
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0ASSISTED STUDENTS TO EXCEL IN LITERACY BY PROVIDING FUNDS TO INDIVIDUAL CLASSROOMS AND THE LIBRARY FOR THE PURCHASE OF BOOKS OTHER EDUCATIONAL MATERIALS AND TUTORING
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1ADOPTED A FAMILY AT CHRISTMAS TO PROVIDE TOYS AND FOOD TO A NEEDY FAMILY
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt02606
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt12500
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt022568
IRS990EZ/SpecialEventsNetIncomeLossAmt032468
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt039214
IRS990EZ/TotalProgramServiceExpensesAmt05106
IRS990EZ/TotalRevenueAmt033158
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0690
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0588
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0700
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0765
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0870
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt03613
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt015
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0200
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0215
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt055676
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt042116
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt048198
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt045159
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt051052
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0242201
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt015
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0200
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0215
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99910
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0245814
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt056366
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt042704
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt048898
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt045924
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt051922
IRS990ScheduleA/Total509Grp/TotalAmt0245814
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt056366
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt042704
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt048898
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt045939
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt052122
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0246029
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt019339
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0FALL FUNDRAI
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0SPIRIT WEAR
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt023348
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt04461
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt07772
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt035581
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt023348
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt04461
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt07772
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt035581
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt016242
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt03528
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt019339
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt012022
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt03789
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt03
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Activity ASSEMBLIES START UP MONEY TUTORING Amount 6,666Activity HOSPITALITY Amount 7,373Activity AWARDS SCOLARSHIPS DUES MISC Amount 5,109Activity CARNIVAL FUNDRAISERS Amount 3,247Activity FUNDRAISERS Amount 16,093Activity MEMBERSHIPS Amount 726
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PART III, LINE 31 JC SOMMER PTA ALSO PROVIDED FUNDS AND VOLUNTEER ASSISTANTS/WORKERS FOR STUDENT FIELD TRIPS, SCHOOL GROUND LANDSCAPING, TEACHER APPRECIATION AND OTHER VARIOUS SCHOOL FUNCTIONS AND EVENTS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0List of grants and similar amounts paid Part I line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other program services Part III line 31
ReturnHeader/BuildTS02016-12-15 16:53:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0HEATHER ARNOLD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06148755977
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-08-19
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JC SOMMER PTA
ReturnHeader/Filer/BusinessNameControlTxt0JCSO
ReturnHeader/Filer/EIN0237253210
ReturnHeader/Filer/USAddress/AddressLine1Txt03055 KINGSTON AVE
ReturnHeader/Filer/USAddress/CityNm0Grove City
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd043123
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0383688281
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BROWNS TAX SERVICE INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05928 HAUGHN RD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Grove City
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd043123
ReturnHeader/PreparerPersonGrp/PhoneNum06148758299
ReturnHeader/PreparerPersonGrp/PreparationDt02016-08-30
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARK F BROWN
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02016-08-30T16:41:15-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-08-01
ReturnHeader/TaxPeriodEndDt02016-07-31
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$7,567
Liabilities
$0
Net assets
$7,567
Revenue
$33,158
Expenses
$39,214
Net income
-$6,056
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2019Detailed filing. Detailed filing data is available for this year.$8.87$0.00$8.87$33.0$36.6$3.59
2018Detailed filing. Detailed filing data is available for this year.$12.5$0.00$12.5$20.7$17.7$2.96
2017Detailed filing. Detailed filing data is available for this year.$9.51$0.00$9.51$36.2$34.2$1.94
2016Detailed filing. Detailed filing data is available for this year.$7.57$0.00$7.57$33.2$39.2$6.06
2015Detailed filing. Detailed filing data is available for this year.$13.6$0.00$13.6$16.9$11.8$5.14
2014Detailed filing. Detailed filing data is available for this year.$8.48$8.48$23.3$22.1$1.23
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.25$7.25$20.6$16.9$3.67
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.56$3.56$27.9$30.1$2.18
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.75$5.75$23.6$27.4$3.75