Civic Intelligence

PTA Ohio Congress

990EZ • Fiscal year 2018 • EIN 23-7253210

Aug 01, 2017 to Jul 31, 2018 • Filed on Sep 07, 2018

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

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

70th percentile

14%

Higher net margin than 70% 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

78th percentile

31%

Faster asset growth than 78% of similar nonprofits.

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

Revenue Growth

12th percentile

-43%

Faster revenue growth than 12% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$12,460

Up $2,955 (+31%) from 2017

Net Assets

Up

$12,460

Up $2,955 (+31%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin70th percentile

Revenue

Down

$20,652

Down $15,519 (-43%) from 2017

Expenses

Down

$17,697

Down $16,536 (-48%) from 2017

Net Income

Up

$2,955

Up $1,017 (+52%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth78th 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

2018

Assets$12,460
Liabilities$0
Net Assets$12,460
Open 2018 Filing

Operations Trend

Revenue Growth12th 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

2018

Revenue$20,652
Expenses$17,697
Net Income$2,955
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2017 to Jul 31, 2018
Signed
Sep 7, 2018
Return Version
2017v2.2
Gross Receipts
$30,199
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-$3,000
ADOPTED A FAMILY AT CHRISTMAS TO PROVIDE TOYS AND FOOD TO A NEEDY FAMILY-$1,250
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

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

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Book Fair----
Fall Fundrai----
Filing and Contact Details

Filer

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

Signing Officer

Name
Sarah Boiarski
Title
Treasurer
Phone
6148755977
Signed
2018-09-07
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 3,000Activity HOSPITALITY Amount 5,687Activity AWARDS SCOLARSHIPS DUES MISC Amount 2,672Activity CARNIVAL FUNDRAISERS Amount 6,238Activity MEMBERSHIPS Amount 100”

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 Appendix155 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/BOYAmt09505
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt012460
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt02955
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt09505
IRS990EZ/Form990TotalAssetsGrp/EOYAmt012460
IRS990EZ/FundraisingGrossIncomeAmt030099
IRS990EZ/GrantsAndSimilarAmountsPaidAmt017697
IRS990EZ/GrossReceiptsAmt030199
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0100
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt09505
IRS990EZ/NetAssetsOrFundBalancesEOYAmt012460
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt09505
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt012460
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/PersonNm3SARAH BOIARSKI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
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/ProgramServiceExpensesAmt03000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt11250
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt09547
IRS990EZ/SpecialEventsNetIncomeLossAmt020552
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt017697
IRS990EZ/TotalProgramServiceExpensesAmt04250
IRS990EZ/TotalRevenueAmt020652
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0100
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0923
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0690
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0588
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0700
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt03001
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt030099
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt058791
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt055676
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt042116
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt048198
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0234880
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct00.99990
IRS990ScheduleA/PublicSupportTotal509Amt0237881
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt030199
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt059714
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt056366
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt042704
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt048898
IRS990ScheduleA/Total509Grp/TotalAmt0237881
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt030199
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt059714
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt056366
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt042704
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt048898
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0237881
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0FALL FUNDRAI
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0BOOK FAIR
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt02
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Activity ASSEMBLIES START UP MONEY TUTORING Amount 3,000Activity HOSPITALITY Amount 5,687Activity AWARDS SCOLARSHIPS DUES MISC Amount 2,672Activity CARNIVAL FUNDRAISERS Amount 6,238Activity MEMBERSHIPS Amount 100
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/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0SARAH BOIARSKI
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum06148755977
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-09-07
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/FilingSecurityInformation/AtSubmissionCreationDeviceId06EE3D9856356D597A464788C546D53671E71DBAB
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId06EE3D9856356D597A464788C546D53671E71DBAB
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId031020720182502ngicts
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02018-09-07
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt071.72.116.39
ReturnHeader/FilingSecurityInformation/IPDt02018-09-07
ReturnHeader/FilingSecurityInformation/IPTm010:53:35
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/PreparationDt02018-09-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARK F BROWN
ReturnHeader/ReturnTs02018-09-07T10:52:54-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-08-01
ReturnHeader/TaxPeriodEndDt02018-07-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$12,460
Liabilities
$0
Net assets
$12,460
Revenue
$20,652
Expenses
$17,697
Net income
$2,955
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