Civic Intelligence

PTA Ohio Congress

990EZ • Fiscal year 2020 • EIN 23-7256929

Jul 01, 2019 to Jun 30, 2020 • Filed on Nov 01, 2020

Organization Profile
27555 Center Ridge RoadWestlake, OH 44145

(440) 250-1200

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

55th percentile

0.00x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

84th percentile

40%

Higher net margin than 84% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

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.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2020

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2020

Balance Sheet
Liabilities / Assets55th percentile

Assets

$65,642

No earlier filing loaded for comparison.

Net Assets

$65,642

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin84th percentile

Revenue

$61,691

No earlier filing loaded for comparison.

Expenses

$36,827

No earlier filing loaded for comparison.

Net Income

$24,864

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$80K$60K$40K$20K$0Assets 2020: $65,642Liabilities 2020: $0Net Assets 2020: $65,6422020Assets 2023: $72,939Liabilities 2023: $0Net Assets 2023: $72,9392023Assets 2024: $69,447Liabilities 2024: $0Net Assets 2024: $69,4472024Assets 2025: $52,935Liabilities 2025: $0Net Assets 2025: $52,9352025

Highlighted filing

2020

Assets$65,642
Liabilities$0
Net Assets$65,642
Open 2020 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$100K$50K$0-$50KRevenue 2020: $61,691Expenses 2020: $36,827Net Income 2020: $24,8642020Revenue 2023: $65,978Expenses 2023: $45,641Net Income 2023: $20,3372023Revenue 2024: $70,077Expenses 2024: $73,701Net Income 2024: -$3,6242024Revenue 2025: $62,837Expenses 2025: $79,349Net Income 2025: -$16,5122025

Highlighted filing

2020

Revenue$61,691
Expenses$36,827
Net Income$24,864
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Nov 1, 2020
Return Version
2019v5.1
Gross Receipts
$120,280
Mission and Program Overview

Mission

We are a trusted and reliable resource for families, providing programs, events and community services, as well as acting as a strong advocate for the education and well-being of every child.

Enhance student education

Program Services

DescriptionGrantsExpenses
PROVIDE SCHOLARSHIPS TO WESTLAKE HIGH SCHOOL SENIORS WHO ARE GRADUATES OF WESTLAKE ELEMENTARY SCHOOLS-$4,000
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SARAH CAMDENPresidentPT$0--
JENNIFER RICHARDSVice PresidentPT$0--
JENNIFER JONESTreasurerPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Boosterthon$78,169$78,169$40,856$37,313
Nt at Races$17,651$17,651$1,772$15,879
Total Events$95,820$95,820$49,143$46,677
Filing and Contact Details

Filer

Filer Name
Pta Ohio Congress
EIN
23-7256929
Address
27555 CENTER RIDGE ROAD, Westlake, OH 44145

Signing Officer

Name
Jennifer Jones
Title
Treasurer
Signed
2020-11-01
Supplemental Narrative

Additional Explanations

Description of other revenue Part I line 8

“Description AmountOTHER REVENUE 1,676”

List of grants and similar amounts paid Part I line 10

“Amount 4,000”

Description of other expenses Part I line 16

“Description AmountOTHER EXPENSES 28,954”

Changes to governing documents Part V line 34

“Westlake elementary school pta was formed when four elementary schools were combined into one new building. Four pta units (bassett elementary school pta, dover elementary school pta, hilliard elementary school pta, and holly lane elementary school pta) combined to become westlake elementary school pta.”

Raw XML Appendix173 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/PhoneNum04402501200
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt027555 CENTER RIDGE ROAD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Westlake
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OH
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd044145
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0SARAH CAMDEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JENNIFER RICHARDS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JENNIFER JONES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
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IRS990EZ/OtherExpensesTotalAmt028954
IRS990EZ/OtherRevenueTotalAmt01676
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0ENHANCE STUDENT EDUCATION
IRS990EZ/PrintingPublicationsPostageAmt03873
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDE SCHOLARSHIPS TO WESTLAKE HIGH SCHOOL SENIORS WHO ARE GRADUATES OF WESTLAKE ELEMENTARY SCHOOLS
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt04000
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt058589
IRS990EZ/SpecialEventsNetIncomeLossAmt054568
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt036827
IRS990EZ/TotalProgramServiceExpensesAmt04000
IRS990EZ/TotalRevenueAmt061691
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType3FuncIntGrp/GovernmentalEntityInd0X
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd0false
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0WESTLAKE ELEMENTARY SCHOOL PTA SUPPORTS WESTLAKE ELEMENTARY SCHOOL AN ELEMENTARY SCHOOL IN THE WESTLAKE CITY SCHOOL DISTRICT.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1WESTLAKE ELEMENTARY SCHOOL PTA SUPPORTS WESTLAKE ELEMENTARY SCHOOL AN ELEMENTARY SCHOOL IN THE WESTLAKE CITY SCHOOL DISTRICT.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt2WESTLAKE ELEMENTARY SCHOOL PTA SUPPORTS WESTLAKE ELEMENTARY SCHOOL AN ELEMENTARY SCHOOL IN THE WESTLAKE CITY SCHOOL DISTRICT.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt3WESTLAKE ELEMENTARY SCHOOL PTA SUPPORTS WESTLAKE ELEMENTARY SCHOOL AN ELEMENTARY SCHOOL IN THE WESTLAKE CITY SCHOOL DISTRICT.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Type of supporting organization Part I Lines 12a - 12d
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1Supported Organizations listed Part IV line 1
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc2Appointed or elected Part IV Sect D line 2
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc3Support government entity Part IV Sect E line 1c
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0346003056
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0false
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd02
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt00
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IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3FuncIntInd0X
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt049143
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent2Amt01300
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt01300
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0BOOSTERTHON
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0NT AT RACES
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent2Amt05215
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt05215
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt078169
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt017651
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt095820
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt078169
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt017651
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt095820
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt046677
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt042628
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt040856
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt01772
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountOTHER REVENUE 1,676
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Amount 4,000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Description AmountOTHER EXPENSES 28,954
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3WESTLAKE ELEMENTARY SCHOOL PTA WAS FORMED WHEN FOUR ELEMENTARY SCHOOLS WERE COMBINED INTO ONE NEW BUILDING. FOUR PTA UNITS (BASSETT ELEMENTARY SCHOOL PTA, DOVER ELEMENTARY SCHOOL PTA, HILLIARD ELEMENTARY SCHOOL PTA, AND HOLLY LANE ELEMENTARY SCHOOL PTA) COMBINED TO BECOME WESTLAKE ELEMENTARY SCHOOL PTA.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other revenue Part I line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1List of grants and similar amounts paid Part I line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Changes to governing documents Part V line 34
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JENNIFER JONES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA OHIO CONGRESS
ReturnHeader/Filer/BusinessNameControlTxt0PTAO
ReturnHeader/Filer/EIN0237256929
ReturnHeader/Filer/USAddress/AddressLine1Txt027555 CENTER RIDGE ROAD
ReturnHeader/Filer/USAddress/CityNm0Westlake
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd044145
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId08B019A252C9FE76D23E5A4CF55435B952BE9C422
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ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId03405932020313kfijge4
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02020-11-08
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt075.118.154.103
ReturnHeader/FilingSecurityInformation/IPDt02020-11-08
ReturnHeader/FilingSecurityInformation/IPTm021:12:10
ReturnHeader/ReturnTs02020-11-08T18:34:41-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$65,642
Liabilities
$0
Net assets
$65,642
Revenue
$61,691
Expenses
$36,827
Net income
$24,864
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$52.9$0.00$52.9$62.8$79.3$16.5
2024Detailed filing. Detailed filing data is available for this year.$69.4$0.00$69.4$70.1$73.7$3.62
2023Detailed filing. Detailed filing data is available for this year.$72.9$0.00$72.9$66.0$45.6$20.3
2020Detailed filing. Detailed filing data is available for this year.$65.6$0.00$65.6$61.7$36.8$24.9