PTA Ohio Congress

990EZ • Fiscal year 2023 • EIN 23-7256929

Jul 01, 2022 to Jun 30, 2023 • Filed on Nov 15, 2023

Organization Profile

27555 Center Ridge RdWestlake, OH 44145

(216) 225-5805

Siviq Scores

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

0.00x

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

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

0.00x

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

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

31%

Higher net margin than 82% of similar nonprofits.

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

Higher top officer pay than 78% of similar nonprofits.

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

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

3.6%

Faster asset growth than 55% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2023

2.3%

Faster revenue growth than 47% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2023

Balance Sheet

Liabilities / Assets58th percentile

Assets

$72,939

Up $7,297 (+11%) from 2020

Net Assets

$72,939

Up $7,297 (+11%) from 2020

Liabilities

Flat

Flat from 2020

Revenue And Expenses

Liabilities / Revenue59th percentile Net Margin82nd percentile

Revenue

$65,978

Up $4,287 (+6.9%) from 2020

Expenses

$45,641

Up $8,814 (+24%) from 2020

Net Income

Down

$20,337

Down $4,527 (-18%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth55th percentile

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

Highlighted filing

2023

Assets$72,939

Liabilities$0

Net Assets$72,939

Open 2023 Filing

Operations Trend

Revenue Growth47th percentile

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

Highlighted filing

2023

Revenue$65,978

Expenses$45,641

Net Income$20,337

Open 2023 Filing

Jump To

Filing Snapshot

Filing Period: Jul 1, 2022 to Jun 30, 2023
Signed: Nov 15, 2023
Return Version: 2022v5.0
Gross Receipts: $109,051

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.

Program Services

Description	Grants	Expenses
We provide staff grants to allow teachers to purchase additional educational resources for their classrooms. We provide additional programming for the students as well as provide support for the teachers. We provide support for needy children in the school that need school supplies as well as scholarships for field trips.	$12,930	$27,273

Compensation and Service Providers

Top Officer Pay78th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
Sarah Hughes	President	PT	$0	-	-
Xiao Lin	Treasure	PT	$0	-	-
Maria-Cristina Carbonell	1st VP	PT	$0	-	-

Fundraising, Events, and Gaming

Fundraising Events

Event	Gross Receipts	Gross Revenue	Direct Expenses	Net Income
Boosterthon	$77,500	$77,500	$31,170	$46,330
Book Fair	$12,857	$12,857	$7,663	$5,194
Total Events	$90,357	$90,357	$38,833	$51,524

Filing and Contact Details

Filer

Filer Name: Westlake Elementary PTA
EIN: 23-7256929
Address: 27555 Center Ridge Rd, Westlake, OH 44145

Signing Officer

Name: Xiao Lin
Title: Treasurer
Signed: 2023-11-15

Supplemental Narrative

Additional Explanations

N/A

“n/a”

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.

Path	#	Value
IRS990EZ/ActivitiesNotPreviouslyRptInd	0	false
IRS990EZ/BenefitsPaidToOrForMembersAmt	0	0
IRS990EZ/BooksInCareOfDetail/PersonNm	0	Westlake Elementary School PTA
IRS990EZ/BooksInCareOfDetail/PhoneNum	0	2162255805
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt	0	27555 Center Ridge Rd
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm	0	Westlake
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd	0	OH
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd	0	44145
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt	0	52602
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt	0	72939
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd	0	false
IRS990EZ/CntrctRcvdGreaterThan100KCnt	0	0
IRS990EZ/ContributionsGiftsGrantsEtcAmt	0	813
IRS990EZ/CostOfGoodsSoldAmt	0	356
IRS990EZ/CostOrOtherBasisExpenseSaleAmt	0	0
IRS990EZ/DirectIndirectPltclExpendAmt	0	0
IRS990EZ/DonorAdvisedFndsInd	0	false
IRS990EZ/EngagedInExcessBenefitTransInd	0	false
IRS990EZ/ExcessOrDeficitForYearAmt	0	20337
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt	0	238
IRS990EZ/FiledScheduleAInd	0	true
IRS990EZ/ForeignFinancialAccountInd	0	false
IRS990EZ/ForeignOfficeInd	0	false
IRS990EZ/Form1120PolFiledInd	0	false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt	0	52602
IRS990EZ/Form990TotalAssetsGrp/EOYAmt	0	72939
IRS990EZ/FundraisingGrossIncomeAmt	0	100711
IRS990EZ/GainOrLossFromSaleOfAssetsAmt	0	0
IRS990EZ/GamingGrossIncomeAmt	0	200
IRS990EZ/GrantsAndSimilarAmountsPaidAmt	0	15542
IRS990EZ/GrossProfitLossSlsOfInvntryAmt	0	-269
IRS990EZ/GrossReceiptsAmt	0	109051
IRS990EZ/GrossSalesOfInventoryAmt	0	87
IRS990EZ/InvestmentIncomeAmt	0	10
IRS990EZ/LandAndBuildingsGrp/BOYAmt	0	0
IRS990EZ/LandAndBuildingsGrp/EOYAmt	0	0
IRS990EZ/LobbyingActivitiesInd	0	false
IRS990EZ/MadeLoansToFromOfficersInd	0	false
IRS990EZ/MembershipDuesAmt	0	5156
IRS990EZ/MethodOfAccountingCashInd	0	X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt	0	52602
IRS990EZ/NetAssetsOrFundBalancesEOYAmt	0	72939
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt	0	52602
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt	0	72939
IRS990EZ/OccupancyRentUtltsAndMaintAmt	0	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	0	20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	1	10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	2	10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	0	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	1	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	2	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	0	Sarah Hughes
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	1	Xiao Lin
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	2	Maria-Cristina Carbonell
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	0	President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	1	Treasure
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	2	1st VP
IRS990EZ/OperateHospitalInd	0	false
IRS990EZ/Organization501c3Ind	0	X
IRS990EZ/OrganizationDissolvedEtcInd	0	false
IRS990EZ/OrganizationHadUBIInd	0	false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt	0	0
IRS990EZ/OtherAssetsTotalDetail/EOYAmt	0	0
IRS990EZ/OtherChangesInNetAssetsAmt	0	0
IRS990EZ/OtherEmployeePaidOver100kCnt	0	0
IRS990EZ/OtherExpensesTotalAmt	0	27948
IRS990EZ/OtherRevenueTotalAmt	0	2074
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt	0	NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt	0	NONE
IRS990EZ/PoliticalCampaignActyInd	0	false
IRS990EZ/PrimaryExemptPurposeTxt	0	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.
IRS990EZ/PrintingPublicationsPostageAmt	0	1913
IRS990EZ/ProgramServiceRevenueAmt	0	0
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt	0	We provide staff grants to allow teachers to purchase additional educational resources for their classrooms. We provide additional programming for the students as well as provide support for the teachers. We provide support for needy children in the school that need school supplies as well as scholarships for field trips.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt	0	12930
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt	0	27273
IRS990EZ/ProhibitedTaxShelterTransInd	0	false
IRS990EZ/RelatedOrganizationCtrlEntInd	0	false
IRS990EZ/SalariesOtherCompEmplBnftAmt	0	0
IRS990EZ/SaleOfAssetsGrossAmt	0	0
IRS990EZ/ScheduleBNotRequiredInd	0	X
IRS990EZ/SchoolOperatingInd	0	false
IRS990EZ/SpecialEventsDirectExpensesAmt	0	42717
IRS990EZ/SpecialEventsNetIncomeLossAmt	0	58194
IRS990EZ/SubjectToProxyTaxInd	0	false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt	0	0
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt	0	0
IRS990EZ/TanningServicesProvidedInd	0	false
IRS990EZ/TaxImposedOnOrganizationMgrAmt	0	0
IRS990EZ/TaxImposedUnderIRC4911Amt	0	0
IRS990EZ/TaxImposedUnderIRC4912Amt	0	0
IRS990EZ/TaxImposedUnderIRC4955Amt	0	0
IRS990EZ/TaxReimbursedByOrganizationAmt	0	0
IRS990EZ/TotalExpensesAmt	0	45641
IRS990EZ/TotalProgramServiceExpensesAmt	0	27273
IRS990EZ/TotalRevenueAmt	0	65978
IRS990EZ/TransactionWithControlEntInd	0	false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd	0	false
IRS990EZ/TypeOfOrganizationCorpInd	0	X
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearAmt	0	0
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt	0	0
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt	0	109051
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt	0	109051
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/CurrentTaxYearAmt	0	0
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt	0	0
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt	0	10
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt	0	10
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt	0	87
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt	0	87
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt	0	0
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt	0	0
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt	0	10
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt	0	0
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt	0	0
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt	0	0
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt	0	0
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt	0	10
IRS990ScheduleA/InvestmentIncomeCYPct	0	0.00009
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/CurrentTaxYearAmt	0	0
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt	0	0
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt	0	0
IRS990ScheduleA/OtherIncome509Grp/TotalAmt	0	0
IRS990ScheduleA/OtherSupportSumAmt	0	0
IRS990ScheduleA/Post1975UBTIGrp/CurrentTaxYearAmt	0	0
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt	0	0
IRS990ScheduleA/PubliclySupportedOrg509a2Ind	0	X
IRS990ScheduleA/PublicSupportCY509Pct	0	0.99991
IRS990ScheduleA/PublicSupportTotal509Amt	0	109138
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt	0	0
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt	0	0
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt	0	0
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt	0	0
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt	0	0
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt	0	0
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearAmt	0	0
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt	0	0
IRS990ScheduleA/SupportedOrganizationsTotalCnt	0	0
IRS990ScheduleA/SupportSumAmt	0	0
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/CurrentTaxYearAmt	0	0
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt	0	0
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind	0	X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt	0	109138
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt	0	0
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt	0	0
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt	0	0
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt	0	0
IRS990ScheduleA/Total509Grp/TotalAmt	0	109138
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt	0	109148
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt	0	0
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt	0	0
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt	0	0
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt	0	0
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt	0	109148
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesTotalEventsAmt	0	0
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt	0	0
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt	0	38833
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt	0	0
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm	0	Boosterthon
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm	0	Book Fair
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt	0	0
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt	0	77500
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt	0	12857
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt	0	90357
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt	0	77500
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt	0	12857
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt	0	0
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt	0	90357
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt	0	51524
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt	0	0
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt	0	38833
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt	0	31170
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt	0	7663
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt	0	0
IRS990ScheduleG/TotalGrossReceiptsAmt	0	0
IRS990ScheduleG/TotalNetToOrganizationAmt	0	0
IRS990ScheduleG/TotalRetainedByContractorsAmt	0	0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	0	n/a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	0	n/a
ReturnHeader/BuildTS	0	2023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm	0	Xiao Lin
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2023-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	Westlake Elementary PTA
ReturnHeader/Filer/BusinessNameControlTxt	0	WEST
ReturnHeader/Filer/EIN	0	237256929
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	27555 Center Ridge Rd
ReturnHeader/Filer/USAddress/CityNm	0	Westlake
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	OH
ReturnHeader/Filer/USAddress/ZIPCd	0	44145
ReturnHeader/ReturnTs	0	2023-11-15T00:55:11Z
ReturnHeader/ReturnTypeCd	0	990EZ
ReturnHeader/TaxPeriodBeginDt	0	2022-07-01
ReturnHeader/TaxPeriodEndDt	0	2023-06-30
ReturnHeader/TaxYr	0	2022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $72,939
Liabilities: $0
Net assets: $72,939
Revenue: $65,978
Expenses: $45,641
Net income: $20,337

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net 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