Civic Intelligence

Monfort Heights Elementary PTA

EIN 23-7256493 • 501(c)3 • Cincinnati, OH

Profile

School parent teacher association

3711 West Fork RoadCincinnati, OH 45247
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

59th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

61st percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

91st percentile

54%

Higher net margin than 91% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

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

Asset Growth

86th percentile

47%

Faster asset growth than 86% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

26th percentile

-28%

Faster revenue growth than 26% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$73,841

Up $15,500 (+27%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$73,841

Up $15,500 (+27%) from 2023

Operations
Liabilities / Revenue61st percentileNet Margin91st percentile

Revenue

Down

$32,337

Down $2,495 (-7.2%) from 2023

Expenses

Up

$16,837

Up $696 (+4.3%) from 2023

Net Income

Down

$15,500

Down $3,191 (-17%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth86th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$80K$60K$40K$20K$0Assets 2011: $17,576Liabilities 2011: $0Net Assets 2011: $17,5762011Assets 2012: $25,628Liabilities 2012: $0Net Assets 2012: $25,6282012Assets 2013: $37,952Liabilities 2013: $0Net Assets 2013: $37,9522013Assets 2014: $50,028Liabilities 2014: $0Net Assets 2014: $50,0282014Assets 2016: $57,329Liabilities 2016: $0Net Assets 2016: $57,3292016Assets 2017: $59,209Liabilities 2017: $0Net Assets 2017: $59,2092017Assets 2018: $53,600Liabilities 2018: $0Net Assets 2018: $53,6002018Assets 2019: $23,787Liabilities 2019: $0Net Assets 2019: $23,7872019Assets 2020: $17,786Liabilities 2020: $0Net Assets 2020: $17,7862020Assets 2021: $16,582Liabilities 2021: $0Net Assets 2021: $16,5822021Assets 2022: $39,650Liabilities 2022: $0Net Assets 2022: $39,6502022Assets 2023: $58,341Liabilities 2023: $0Net Assets 2023: $58,3412023Assets 2024: $73,841Liabilities 2024: $0Net Assets 2024: $73,8412024

Highlighted filing

2024

Assets$73,841
Liabilities$0
Net Assets$73,841
Open 2024 Filing

Operations Trend

Revenue Growth26th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$100K$50K$0-$50KRevenue 2011: $52,212Expenses 2011: $53,281Net Income 2011: -$1,0692011Revenue 2012: $56,433Expenses 2012: $48,381Net Income 2012: $8,0522012Revenue 2013: $62,458Expenses 2013: $50,134Net Income 2013: $12,3242013Revenue 2014: $57,550Expenses 2014: $45,474Net Income 2014: $12,0762014Revenue 2016: $92,279Expenses 2016: $86,514Net Income 2016: $5,7652016Revenue 2017: $58,918Expenses 2017: $57,038Net Income 2017: $1,8802017Revenue 2018: $43,014Expenses 2018: $48,623Net Income 2018: -$5,6092018Revenue 2019: $47,563Expenses 2019: $77,376Net Income 2019: -$29,8132019Revenue 2020: $14,118Expenses 2020: $20,119Net Income 2020: -$6,0012020Revenue 2021: $15,403Expenses 2021: $16,607Net Income 2021: -$1,2042021Revenue 2022: $48,252Expenses 2022: $25,184Net Income 2022: $23,0682022Revenue 2023: $34,832Expenses 2023: $16,141Net Income 2023: $18,6912023Revenue 2024: $32,337Expenses 2024: $16,837Net Income 2024: $15,5002024

Highlighted filing

2024

Revenue$32,337
Expenses$16,837
Net Income$15,500
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$73,841
Liabilities
$0
Net assets
$73,841
Revenue
$32,337
Expenses
$16,837
Net income
$15,500
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$73.8$0.00$73.8$32.3$16.8$15.5
2023Detailed filing. Detailed filing data is available for this year.$58.3$0.00$58.3$34.8$16.1$18.7
2022Detailed filing. Detailed filing data is available for this year.$39.7$0.00$39.7$48.3$25.2$23.1
2021Detailed filing. Detailed filing data is available for this year.$16.6$0.00$16.6$15.4$16.6$1.20
2020Detailed filing. Detailed filing data is available for this year.$17.8$0.00$17.8$14.1$20.1$6.00
2019Detailed filing. Detailed filing data is available for this year.$23.8$0.00$23.8$47.6$77.4$29.8
2018Detailed filing. Detailed filing data is available for this year.$53.6$0.00$53.6$43.0$48.6$5.61
2017Detailed filing. Detailed filing data is available for this year.$59.2$0.00$59.2$58.9$57.0$1.88
2016Detailed filing. Detailed filing data is available for this year.$57.3$0.00$57.3$92.3$86.5$5.77
2014Detailed filing. Detailed filing data is available for this year.$50.0$0.00$50.0$57.6$45.5$12.1
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$38.0$0.00$38.0$62.5$50.1$12.3
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$25.6$0.00$25.6$56.4$48.4$8.05
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$17.6$0.00$17.6$52.2$53.3$1.07
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Jan 29, 2025
Return Version
2023v6.0
Gross Receipts
$39,095
Mission and Program Overview

Mission

School parent teacher association

Program Services

DescriptionGrantsExpenses
TO PROVIDE MONFORT HEIGHTS ELEMENTARY SCHOOL WITH NEEDED FINANCIAL ASSISTANCE IN EXCESS OF EXISTING PUBLIC FUNDING-$16,837
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KATHY BLANCHARDCo-PresidentPT$0--
AHNNA WILLIAMSCo-PresidentPT$0--
ANNE JONESTreasurer-$0--
MAGGIE KUETHESecretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Walk a Thon$20,067$20,067-$20,067
Fall-fundra$14,559$14,559-$14,559
Total Events$34,626$34,626$5,555$29,071
Filing and Contact Details

Filer

Filer Name
Monfort Heights Elementary Pta
EIN
23-7256493
Address
3711 WEST FORK ROAD, CINCINNATI, OH 45247

Signing Officer

Name
Kathy Blanchard
Title
Co-president
Phone
5133176216
Signed
2025-01-29
Discuss with paid preparer
Yes

Preparer

Firm
Wulff & Associates CPA Ii LLC
Address
5554 CHEVIOT ROAD, Cincinnati, OH 45247
Preparer
Scott Wulff CPA
Phone
5137419900
Supplemental Narrative

Additional Explanations

List of grants and similar amounts paid Part I line 10

“Activity CLASSROOM ALLOCATION Grantee MONFORT HEIGHTS ELEMENTARY SCHOOL Street 3711 WEST FORK ROAD City, State, Zip CINCINNATI, OH 45247Amount 3,372Activity PROPERTY ALLOCATION Grantee MONFORT HEIGHTS ELEMENTARY SCHOOL Street 3711 WEST FORK ROAD City, State, Zip CINCINNATI, OH 45247Activity SCHOLARSHIP ALLOCATION Grantee MONFORT HEIGHTS ELEMENTARY SCHOOL Street 3711 WEST FORK ROAD City, State, Zip CINCINNATI, OH 45247Amount 1,050”

Description of other expenses Part I line 16

“Description AmountOHIO PTA DUES 15ADMINISTRATIVE EXPENSE 11,700”

Raw XML Appendix170 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/PhoneNum05133176216
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt03711 WEST FORK ROAD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0CINCINNATI
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OH
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd045247
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt058341
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt073841
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt02214
IRS990EZ/CostOfGoodsSoldAmt01200
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt015500
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0700
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt058341
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IRS990EZ/GrantsAndSimilarAmountsPaidAmt04422
IRS990EZ/GrossProfitLossSlsOfInvntryAmt0476
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IRS990EZ/GrossSalesOfInventoryAmt01676
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0579
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt058341
IRS990EZ/NetAssetsOrFundBalancesEOYAmt073841
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt058341
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt073841
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
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/PersonNm0KATHY BLANCHARD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1AHNNA WILLIAMS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ANNE JONES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MAGGIE KUETHE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CO-PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1CO-PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt011715
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SCHOOL PARENT TEACHER ASSOCIATION
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO PROVIDE MONFORT HEIGHTS ELEMENTARY SCHOOL WITH NEEDED FINANCIAL ASSISTANCE IN EXCESS OF EXISTING PUBLIC FUNDING
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt016837
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt05558
IRS990EZ/SpecialEventsNetIncomeLossAmt029068
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0OH
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt016837
IRS990EZ/TotalProgramServiceExpensesAmt016837
IRS990EZ/TotalRevenueAmt032337
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt02793
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt03349
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt010529
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt02340
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt01360
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt020371
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt036302
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt038149
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt051250
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt019613
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0165924
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
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IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt039095
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IRS990ScheduleA/Total509Grp/TotalAmt0186295
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt039095
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IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0186295
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt05555
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0FALL-FUNDRA
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0WALK A THON
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt0615
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent2Amt0358
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt0973
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt014559
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IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt029071
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt0956
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent2Amt03626
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt04582
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Activity CLASSROOM ALLOCATION Grantee MONFORT HEIGHTS ELEMENTARY SCHOOL Street 3711 WEST FORK ROAD City, State, Zip CINCINNATI, OH 45247Amount 3,372Activity PROPERTY ALLOCATION Grantee MONFORT HEIGHTS ELEMENTARY SCHOOL Street 3711 WEST FORK ROAD City, State, Zip CINCINNATI, OH 45247Activity SCHOLARSHIP ALLOCATION Grantee MONFORT HEIGHTS ELEMENTARY SCHOOL Street 3711 WEST FORK ROAD City, State, Zip CINCINNATI, OH 45247Amount 1,050
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description AmountOHIO PTA DUES 15ADMINISTRATIVE EXPENSE 11,700
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0List of grants and similar amounts paid Part I line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Kathy Blanchard
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CO-PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05133176216
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-01-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MONFORT HEIGHTS ELEMENTARY PTA
ReturnHeader/Filer/BusinessNameControlTxt0MONF
ReturnHeader/Filer/EIN0237256493
ReturnHeader/Filer/USAddress/AddressLine1Txt03711 WEST FORK ROAD
ReturnHeader/Filer/USAddress/CityNm0CINCINNATI
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd045247
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0824244843
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WULFF & ASSOCIATES CPA II LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05554 CHEVIOT ROAD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Cincinnati
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd045247
ReturnHeader/PreparerPersonGrp/PhoneNum05137419900
ReturnHeader/PreparerPersonGrp/PreparationDt02025-01-29
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SCOTT WULFF CPA
ReturnHeader/ReturnTs02025-01-29T14:59:31-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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