Civic Intelligence

PTA Ohio Congress

990EZ • Fiscal year 2021 • EIN 23-7256493

Jul 01, 2020 to Jun 30, 2021 • Filed on Nov 09, 2021

3711 West Fork RoadCincinnati, OH 45247

(513) 317-6216

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.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

56th percentile

0.00x

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Net Margin

26th percentile

-7.8%

Higher net margin than 26% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

29th percentile

-6.8%

Faster asset growth than 29% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

54th percentile

9.1%

Faster revenue growth than 54% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Assets

Down

$16,582

Down $1,204 (-6.8%) from 2020

Net Assets

Down

$16,582

Down $1,204 (-6.8%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue

Up

$15,403

Up $1,285 (+9.1%) from 2020

Expenses

Down

$16,607

Down $3,512 (-17%) from 2020

Net Income

Up

-$1,204

Up $4,797 (+80%) from 2020

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: $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

2021

Assets$16,582
Liabilities$0
Net Assets$16,582

Operations Trend

Revenue, expenses, and net income across loaded years, with this 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

2021

Revenue$15,403
Expenses$16,607
Net Income-$1,204
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Nov 9, 2021
Return Version
2020v4.1
Gross Receipts
$21,953
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-$16,607
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
KATHY BLANCHARDSecretary-$0--
ANNE JONESTreasurer-$0--
EMILY DAWSONVice President-$0--
KIM RUMPKEPresidentPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fall-wrap Pp$9,343$9,343$369$8,974
Strickers Gr$7,870$7,870$4,397$3,473
Total Events$19,513$19,513$6,335$13,178
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
Kim Rumpke
Title
President
Phone
5133176216
Signed
2021-11-09
Discuss with paid preparer
Yes

Preparer

Firm
Patricia Amy Bolin LLC CPA
Address
6432 Cheviot Road Suite 100, Cincinnati, OH 45247
Preparer
Patricia Amy Bolin
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 8,401Activity PROPERTY ALLOCATION Grantee MONFORT HEIGHTS ELEMENTARY SCHOOL Street 3711 WEST FORK ROAD City, State, Zip Cincinnati, OH 45247Amount 3,459Activity SCHOLARSHIP ALLOCATION Grantee MONFORT HEIGHTS ELEMENTARY SCHOOL Street 3711 WEST FORK ROAD City, State, Zip Cincinnati, OH 45247

Description of other expenses Part I line 16

Description AmountOHIO PTA DUES 444ADMINISTRATIVE EXPENSE 4,303

Raw XML Appendix178 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/PersonNm0ANNE JONES
IRS990EZ/BooksInCareOfDetail/PhoneNum05133176216
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt03711 WEST FORK ROAD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0CINCINNATI
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OH
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd045247
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt017786
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IRS990EZ/LandAndBuildingsGrp/BOYAmt00
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IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0558
IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt016582
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt35.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0KATHY BLANCHARD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ANNE JONES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2EMILY DAWSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3KIM RUMPKE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3PRESIDENT
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt04747
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/ProgramServiceExpensesAmt016607
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt06550
IRS990EZ/SpecialEventsNetIncomeLossAmt012963
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0OH
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt016607
IRS990EZ/TotalProgramServiceExpensesAmt016607
IRS990EZ/TotalRevenueAmt015403
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt02340
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt01360
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt01604
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt02093
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt03139
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt010536
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt019613
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt020610
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt027947
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt019996
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt033032
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0121198
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt038991
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt032035
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt037731
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt0108757
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0240491
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt021953
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt068542
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt054124
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt073902
IRS990ScheduleA/Total509Grp/TotalAmt0240491
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt021953
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt068542
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt054124
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt073902
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0240491
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt06335
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0FALL-WRAP PP
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0STRICKERS GR
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt09343
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt07870
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt02300
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt019513
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt09343
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt07870
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt02300
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt019513
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt013178
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt01569
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt06335
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt0369
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt04397
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Activity CLASSROOM ALLOCATION Grantee MONFORT HEIGHTS ELEMENTARY SCHOOL Street 3711 WEST FORK ROAD City, State, Zip Cincinnati, OH 45247Amount 8,401Activity PROPERTY ALLOCATION Grantee MONFORT HEIGHTS ELEMENTARY SCHOOL Street 3711 WEST FORK ROAD City, State, Zip Cincinnati, OH 45247Amount 3,459Activity SCHOLARSHIP ALLOCATION Grantee MONFORT HEIGHTS ELEMENTARY SCHOOL Street 3711 WEST FORK ROAD City, State, Zip Cincinnati, OH 45247
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description AmountOHIO PTA DUES 444ADMINISTRATIVE EXPENSE 4,303
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0List of grants and similar amounts paid Part I line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd000
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KIM RUMPKE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05133176216
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-09
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/PreparerFirmGrp/PreparerFirmEIN0311674741
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Patricia Amy Bolin LLC CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt06432 Cheviot Road Suite 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Cincinnati
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd045247
ReturnHeader/PreparerPersonGrp/PhoneNum05137419900
ReturnHeader/PreparerPersonGrp/PreparationDt02021-11-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Patricia Amy Bolin
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02021-11-04T12:42:18-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0KIM
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0RUMPKE
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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