Civic Intelligence

PTA Ohio Congress

990EZ • Fiscal year 2018 • EIN 23-7256444

Jul 01, 2017 to Jun 30, 2018 • Filed on Nov 05, 2018

6481 BridgetownCincinnati, OH 45248

(513) 574-3443

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2018

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2018

Net Margin

78th percentile

22%

Higher net margin than 78% 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

75th percentile

25%

Faster asset growth than 75% of similar nonprofits.

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

Revenue Growth

27th percentile

-16%

Faster revenue growth than 27% of similar nonprofits.

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

Assets

Up

$65,694

Up $12,952 (+25%) from 2017

Net Assets

Up

$65,694

Up $12,952 (+25%) from 2017

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$57,689

Down $11,233 (-16%) from 2017

Expenses

Up

$44,737

Up $3,188 (+7.7%) from 2017

Net Income

Down

$12,952

Down $14,421 (-53%) 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: $18,158Liabilities 2011: $0Net Assets 2011: $18,1582011Assets 2012: $15,571Liabilities 2012: $0Net Assets 2012: $15,5712012Assets 2013: $15,696Liabilities 2013: $0Net Assets 2013: $15,6962013Assets 2014: $13,277Liabilities 2014: $0Net Assets 2014: $13,2772014Assets 2015: $10,556Net Assets 2015: $10,5562015Assets 2016: $26,848Net Assets 2016: $26,8482016Assets 2017: $52,742Net Assets 2017: $52,7422017Assets 2018: $65,694Net Assets 2018: $65,6942018Assets 2019: $67,808Net Assets 2019: $67,8082019Assets 2020: $69,817Net Assets 2020: $69,8172020Assets 2021: $71,505Net Assets 2021: $71,5052021Assets 2022: $21,267Net Assets 2022: $21,2672022Assets 2023: $43,881Net Assets 2023: $43,8812023Assets 2024: $22,633Net Assets 2024: $22,6332024Assets 2025: $33,867Liabilities 2025: $440Net Assets 2025: $33,4272025

Highlighted filing

2018

Assets$65,694
Liabilities-
Net Assets$65,694

Operations Trend

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

$150K$100K$50K$0-$50K-$100KRevenue 2011: $38,203Expenses 2011: $38,633Net Income 2011: -$4302011Revenue 2012: $35,365Expenses 2012: $37,952Net Income 2012: -$2,5872012Revenue 2013: $37,143Expenses 2013: $37,018Net Income 2013: $1252013Revenue 2014: $33,775Expenses 2014: $36,194Net Income 2014: -$2,4192014Revenue 2015: $15,576Expenses 2015: $18,297Net Income 2015: -$2,7212015Revenue 2016: $75,441Expenses 2016: $59,149Net Income 2016: $16,2922016Revenue 2017: $68,922Expenses 2017: $41,549Net Income 2017: $27,3732017Revenue 2018: $57,689Expenses 2018: $44,737Net Income 2018: $12,9522018Revenue 2019: $45,120Expenses 2019: $42,749Net Income 2019: $2,3712019Revenue 2020: $52,145Expenses 2020: $50,136Net Income 2020: $2,0092020Revenue 2021: $36,290Expenses 2021: $34,602Net Income 2021: $1,6882021Revenue 2022: $55,625Expenses 2022: $105,863Net Income 2022: -$50,2382022Revenue 2023: $58,164Expenses 2023: $35,550Net Income 2023: $22,6142023Revenue 2024: $61,420Expenses 2024: $82,668Net Income 2024: -$21,2482024Revenue 2025: $93,078Expenses 2025: $82,284Net Income 2025: $10,7942025

Highlighted filing

2018

Revenue$57,689
Expenses$44,737
Net Income$12,952
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Nov 5, 2018
Return Version
2017v2.2
Gross Receipts
$87,134
Mission and Program Overview

Mission

Organization is a parent teacher organization of an elementary school whose primary function is to facilitate the educational experience of the students

Program Services

DescriptionGrantsExpenses
MUSIC, PHYSICAL, EDUCATIONAL PROGRAMS BENEFITING THE STUDENTS-$37,671
SCHOLARSHIPS-$2,000
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
LEEANN GARRETTPresPT$0--
CHARLOTTE CREECHVP-$0--
JODEE HERBERT2nd VP-$0--
RANDI RIZZOTreasurerPT$0--
LAURA MILLERSecretaryPT$0--
MISSY SAUERCorr SecretaryPT$0--
JOANNA JOSEPHHam CTY Delegate-$0--
BRIDGET STROCHINSKYAleterrnate Ham CTY Del-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Boosterthon$36,087$36,087$4,600$31,487
Book Fair$12,479$12,479$10,277$2,202
Total Events$65,752$65,752$29,445$36,307
Filing and Contact Details

Filer

Filer Name
Pta Ohio Congress John Foster Dulles Elementary
EIN
23-7256444
Phone
5135743443
Address
6481 BRIDGETOWN, CINCINNATI, OH 45248

Signing Officer

Name
Randy Rizzo
Title
Treasurer
Phone
5135743443
Signed
2018-11-05
Discuss with paid preparer
Yes

Preparer

Firm
Stephen G Schott CPA Inc
Address
417 Anderson Ferry Ste 4, Cincinnati, OH 45238
Preparer
Stephen G Schott CPA
Phone
5139224888
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 16

INSURANCE 342.

Form 990EZ, Part I, Line 16

DUES 125.

Form 990EZ, Part I, Line 16

BANK CHARGES 29.

Form 990EZ, Part I, Line 16

CLASSROOM SUPPLIES 296.

Form 990EZ, Part I, Line 16

HOSPITALITY 706.

Form 990EZ, Part I, Line 16

Staff meeting expenses 2189.

Form 990EZ, Part I, Line 16

SCHOLARSHIPS 2000.

Form 990EZ, Part I, Line 16

PROGRAM SERVICE 37671.

Form 990EZ, Part I, Line 16

OFFICE EXPENSE 116.

Raw XML Appendix194 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.

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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0CINCINNATI
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OH
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd045248
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt052742
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0LEEANN GARRETT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1CHARLOTTE CREECH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JODEE HERBERT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3RANDI RIZZO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4LAURA MILLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5MISSY SAUER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6JOANNA JOSEPH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7BRIDGET STROCHINSKY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt22ND VP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5CORR SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6HAM CTY DELEGATE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7ALETERRNATE HAM CTY DEL
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt043474
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0ORGANIZATION IS A PARENT TEACHER ORGANIZATION OF AN ELEMENTARY SCHOOL WHOSE PRIMARY FUNCTION IS TO FACILITATE THE EDUCATIONAL EXPERIENCE OF THE STUDENTS
IRS990EZ/PrintingPublicationsPostageAmt01263
IRS990EZ/ProgramServiceRevenueAmt021373
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt02000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt137671
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
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IRS990EZ/SpecialEventsNetIncomeLossAmt036307
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt044737
IRS990EZ/TotalProgramServiceExpensesAmt039671
IRS990EZ/TotalRevenueAmt057689
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt01420
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt02892
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt04312
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt011
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt013
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt024
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt065719
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt034804
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0100523
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt011
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt013
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt024
IRS990ScheduleA/InvestmentIncomeCYPct00.00020
IRS990ScheduleA/InvestmentIncomePYPct00.00030
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct00.99980
IRS990ScheduleA/PublicSupportPY509Pct00.99970
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt0104835
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt067139
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt037696
IRS990ScheduleA/Total509Grp/TotalAmt0104835
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0104859
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt029445
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0BOOSTERTHON
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0BOOK FAIR
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt036087
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt012479
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt017186
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt065752
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt036087
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt012479
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt017186
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt065752
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt036307
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt014568
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt029445
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt04600
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt010277
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0INSURANCE 342.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DUES 125.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2BANK CHARGES 29.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3CLASSROOM SUPPLIES 296.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4HOSPITALITY 706.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5STAFF MEETING EXPENSES 2189.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6SCHOLARSHIPS 2000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7PROGRAM SERVICE 37671.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8OFFICE EXPENSE 116.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990EZ, Part I, Line 16
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0RANDY RIZZO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05135743443
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA OHIO CONGRESS JOHN FOSTER DULLES ELEMENTARY
ReturnHeader/Filer/BusinessNameControlTxt0PTAO
ReturnHeader/Filer/EIN0237256444
ReturnHeader/Filer/PhoneNum05135743443
ReturnHeader/Filer/USAddress/AddressLine1Txt06481 BRIDGETOWN
ReturnHeader/Filer/USAddress/CityNm0CINCINNATI
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd045248
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0B7894CE96A251B8295D68F4BB28D3548349D4361
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0B7894CE96A251B8295D68F4BB28D3548349D4361
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt045.59.43.136
ReturnHeader/FilingSecurityInformation/IPDt02018-11-05
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm013:48:33
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Stephen G Schott CPA Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0417 Anderson Ferry Ste 4
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Cincinnati
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd045238
ReturnHeader/PreparerPersonGrp/PhoneNum05139224888
ReturnHeader/PreparerPersonGrp/PreparationDt02018-11-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEPHEN G SCHOTT CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-11-05T13:48:35-08:00
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.$0.34$0.00$0.33$0.93$0.82$0.11
2024Detailed filing. Detailed filing data is available for this year.$0.23$0.23$0.61$0.83$0.21
2023Detailed filing. Detailed filing data is available for this year.$0.44$0.44$0.58$0.36$0.23
2022Detailed filing. Detailed filing data is available for this year.$0.21$0.21$0.56$1.06$0.50
2021Detailed filing. Detailed filing data is available for this year.$0.72$0.72$0.36$0.35$0.02
2020Detailed filing. Detailed filing data is available for this year.$0.70$0.70$0.52$0.50$0.02
2019Detailed filing. Detailed filing data is available for this year.$0.68$0.68$0.45$0.43$0.02
2018Detailed filing. Detailed filing data is available for this year.$0.66$0.66$0.58$0.45$0.13
2017Detailed filing. Detailed filing data is available for this year.$0.53$0.53$0.69$0.42$0.27
2016Detailed filing. Detailed filing data is available for this year.$0.27$0.27$0.75$0.59$0.16
2015Detailed filing. Detailed filing data is available for this year.$0.11$0.11$0.16$0.18$0.03
2014Detailed filing. Detailed filing data is available for this year.$0.13$0.00$0.13$0.34$0.36$0.02
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.16$0.00$0.16$0.37$0.37$0.00
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.16$0.00$0.16$0.35$0.38$0.03
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.18$0.00$0.18$0.38$0.39$0.00