Civic Intelligence

Northfield Elementary PTA

990EZ • Fiscal year 2023 • EIN 23-7256936

Jul 01, 2022 to Jun 30, 2023 • Filed on Dec 18, 2023

9370 Olde Eight RoadNorthfield, OH 44067

(330) 467-2010

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Down

$8,828

Down $5,100 (-37%) from 2022

Net Assets

Down

$8,828

Down $5,100 (-37%) from 2022

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

Up

$12,663

Up $2,860 (+29%) from 2022

Expenses

Up

$17,762

Up $9,926 (+127%) from 2022

Net Income

Down

-$5,099

Down $7,066 (-359%) from 2022

Historical Trend

Balance Sheet Trend

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

$30K$20K$10K$0Assets 2013: $10,021Net Assets 2013: $10,0212013Assets 2014: $7,764Net Assets 2014: $7,7642014Assets 2015: $10,314Net Assets 2015: $10,3142015Assets 2016: $14,291Net Assets 2016: $14,2912016Assets 2017: $18,637Net Assets 2017: $18,6372017Assets 2018: $8,385Net Assets 2018: $8,3852018Assets 2019: $13,531Net Assets 2019: $13,5312019Assets 2020: $23,309Net Assets 2020: $23,3092020Assets 2021: $11,961Net Assets 2021: $11,9612021Assets 2022: $13,928Net Assets 2022: $13,9282022Assets 2023: $8,828Net Assets 2023: $8,8282023Assets 2024: $22,787Net Assets 2024: $22,7872024Assets 2025: $21,499Net Assets 2025: $21,4992025

Highlighted filing

2023

Assets$8,828
Liabilities-
Net Assets$8,828

Operations Trend

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

$60K$40K$20K$0-$20KRevenue 2013: $14,738Expenses 2013: $21,239Net Income 2013: -$6,5012013Revenue 2014: $10,620Expenses 2014: $12,877Net Income 2014: -$2,2572014Revenue 2015: $13,293Expenses 2015: $10,743Net Income 2015: $2,5502015Revenue 2016: $14,225Expenses 2016: $10,248Net Income 2016: $3,9772016Revenue 2017: $18,004Expenses 2017: $13,658Net Income 2017: $4,3462017Revenue 2018: $12,946Expenses 2018: $23,198Net Income 2018: -$10,2522018Revenue 2019: $16,252Expenses 2019: $11,106Net Income 2019: $5,1462019Revenue 2020: $18,072Expenses 2020: $8,294Net Income 2020: $9,7782020Revenue 2021: -$1,433Expenses 2021: $9,915Net Income 2021: -$11,3482021Revenue 2022: $9,803Expenses 2022: $7,836Net Income 2022: $1,9672022Revenue 2023: $12,663Expenses 2023: $17,762Net Income 2023: -$5,0992023Revenue 2024: $44,950Expenses 2024: $30,992Net Income 2024: $13,9582024Revenue 2025: $43,470Expenses 2025: $44,758Net Income 2025: -$1,2882025

Highlighted filing

2023

Revenue$12,663
Expenses$17,762
Net Income-$5,099
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Dec 18, 2023
Return Version
2022v5.0
Gross Receipts
$61,331
Mission and Program Overview

Mission

To initiate action and speak on behalf of children and youth in the schools, in the community, and before governmental agencies and other organizations that make decisions affecting children and youth. To promote the use of pta programs and projects to assist parents in developing the skils they need to raise and protect chidlren and youth to increase parent, family, and community involvement in schools of ohio

To initiate action and speak on behalf of children and youth in the schools, in the community, and before governmental agencies and other organizations that make decisions affecting children and youth; to promote the use of pta programs and projects to assist parents in developing the skils they need to raise and protect chidlren and youth; to increase parent, family, and community involvement in schools of ohio.

Program Services

DescriptionGrantsExpenses
PROMOTED THE WELFARE OF CHILDREN AND YOUTH IN HOME, SCHOOL, AND PLACE OF WORSHIP; RAISED THE STANDARDS OF HOME LIFE; DEVELOPED BETWEEN EDUCATORS AND THE GENERAL PUBLIC SUCH UNITED EFFORTS AS WILL SECURE FOR ALL CHILDREN AND YOUTH THE HIGHEST ADVANTAGES IN PHYSICAL, MENTAL, SOCIAL, AND SPIRITUAL EDUCATION.$4,767$17,019
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
AMANDA JAMESPresidentPT$0--
KIM HYLTONVice PresidePT$0--
SHANA O'MALLEY-SMITHTreasurerPT$0--
SARAH DAVISSecretaryPT$0--
KIM DAVISCouncil LiaiPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fun Run$26,529$26,529$19,503$7,026
Holiday Shop$7,278$7,278$6,490$788
Total Events$45,902$45,902$33,232$12,670
Filing and Contact Details

Filer

Filer Name
Northfield Elementary Pta
EIN
23-7256936
Phone
3304672010
Address
9370 OLDE EIGHT ROAD, NORTHFIELD, OH 44067

Signing Officer

Name
SHANA O'MALLEY-SMITH
Title
Treasurer
Phone
3304672010
Signed
2023-12-18
Discuss with paid preparer
Yes

Preparer

Firm
Lahrmer & Company LLC
Address
9821 OLDE EIGHT RD STE L, NORTHFIELD, OH 44067
Preparer
Chad M Lahrmer CPA
Phone
2163931954
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

Expenses council dues 200 installation dinner 255 insurance 100 ohio pta 597 staff appreciation 1,564 pta supplies 848 awards 99 bank fees 46 safe decision week 281 winterfest 181 other (leadership) 207 field day 2,982 fourth grade celebration 5,635 total 12,995

Form 990-ez, Part III

To initiate action and speak on behalf of children and youth in the schools, in the community, and before governmental agencies and other organizations that make decisions affecting children and youth; to promote the use of pta programs and projects to assist parents in developing the skils they need to raise and protect chidlren and youth; to increase parent, family, and community involvement in schools of ohio.

Form 990-ez, Part III, Line 28

Promoted the welfare of children and youth in home, school, and place of worship; raised the standards of home life; developed between educators and the general public such united efforts as will secure for all children and youth the highest advantages in physical, mental, social, and spiritual education.

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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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES COUNCIL DUES 200 INSTALLATION DINNER 255 INSURANCE 100 OHIO PTA 597 STAFF APPRECIATION 1,564 PTA SUPPLIES 848 AWARDS 99 BANK FEES 46 SAFE DECISION WEEK 281 WINTERFEST 181 OTHER (LEADERSHIP) 207 FIELD DAY 2,982 FOURTH GRADE CELEBRATION 5,635 TOTAL 12,995
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1TO INITIATE ACTION AND SPEAK ON BEHALF OF CHILDREN AND YOUTH IN THE SCHOOLS, IN THE COMMUNITY, AND BEFORE GOVERNMENTAL AGENCIES AND OTHER ORGANIZATIONS THAT MAKE DECISIONS AFFECTING CHILDREN AND YOUTH; TO PROMOTE THE USE OF PTA PROGRAMS AND PROJECTS TO ASSIST PARENTS IN DEVELOPING THE SKILS THEY NEED TO RAISE AND PROTECT CHIDLREN AND YOUTH; TO INCREASE PARENT, FAMILY, AND COMMUNITY INVOLVEMENT IN SCHOOLS OF OHIO.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PROMOTED THE WELFARE OF CHILDREN AND YOUTH IN HOME, SCHOOL, AND PLACE OF WORSHIP; RAISED THE STANDARDS OF HOME LIFE; DEVELOPED BETWEEN EDUCATORS AND THE GENERAL PUBLIC SUCH UNITED EFFORTS AS WILL SECURE FOR ALL CHILDREN AND YOUTH THE HIGHEST ADVANTAGES IN PHYSICAL, MENTAL, SOCIAL, AND SPIRITUAL EDUCATION.
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III, LINE 28
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ReturnHeader/TaxYr02022

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