Civic Intelligence

Cardinal PTO

990EZ • Fiscal year 2020 • EIN 27-0926067

Jul 01, 2019 to Jun 30, 2020 • Filed on Oct 27, 2020

Organization ProfileN/A
4975 Oster RdSheffield Lake, OH 44054

(440) 477-7611

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2020

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2020

Net Margin

87th percentile

46%

Higher net margin than 87% 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

78th percentile

46%

Faster asset growth than 78% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

44th percentile

-20%

Faster revenue growth than 44% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$25,123

Up $7,875 (+46%) from 2019

Net Assets

Up

$25,123

Up $7,875 (+46%) from 2019

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin87th percentile

Revenue

Down

$17,181

Down $4,248 (-20%) from 2019

Expenses

Down

$9,306

Down $9,400 (-50%) from 2019

Net Income

Up

$7,875

Up $5,152 (+189%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth78th percentile

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

$30K$20K$10K$0Assets 2011: $24,855Liabilities 2011: $0Net Assets 2011: $24,8552011Assets 2012: $17,224Net Assets 2012: $17,2242012Assets 2014: $23,703Net Assets 2014: $23,7032014Assets 2015: $17,999Net Assets 2015: $17,9992015Assets 2017: $20,815Net Assets 2017: $20,8152017Assets 2018: $14,525Net Assets 2018: $14,5252018Assets 2019: $17,248Net Assets 2019: $17,2482019Assets 2020: $25,123Net Assets 2020: $25,1232020Assets 2021: $27,891Net Assets 2021: $27,8912021Assets 2022: $28,926Net Assets 2022: $28,9262022

Highlighted filing

2020

Assets$25,123
Liabilities-
Net Assets$25,123
Open 2020 Filing

Operations Trend

Revenue Growth44th percentile

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

$40K$20K$0-$20KRevenue 2011: $23,060Expenses 2011: $27,723Net Income 2011: -$4,6632011Revenue 2012: $313Expenses 2012: $2,921Net Income 2012: -$2,6082012Revenue 2014: $36,261Expenses 2014: $26,814Net Income 2014: $9,4472014Revenue 2015: $24,199Expenses 2015: $29,903Net Income 2015: -$5,7042015Revenue 2017: $22,116Expenses 2017: $34,782Net Income 2017: -$12,6662017Revenue 2018: $13,453Expenses 2018: $19,743Net Income 2018: -$6,2902018Revenue 2019: $21,429Expenses 2019: $18,706Net Income 2019: $2,7232019Revenue 2020: $17,181Expenses 2020: $9,306Net Income 2020: $7,8752020Revenue 2021: $9,323Expenses 2021: $6,555Net Income 2021: $2,7682021Revenue 2022: $12,607Expenses 2022: $11,572Net Income 2022: $1,0352022

Highlighted filing

2020

Revenue$17,181
Expenses$9,306
Net Income$7,875
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Oct 27, 2020
Return Version
2019v5.1
Gross Receipts
$44,771
Mission and Program Overview

Mission

Provide support for teachers and families by purchasing additional supplies and equipment.

SEE PART III STMT

Program Services

DescriptionGrantsExpenses
PROVIDED TEACHERS OF SHEFFIELD/SHEFFIELD LAKE SUPPORT, SUPPLIES AND CLASSROOM EXPENSE RELIEF-$9,078
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
NICKY STANLEYPresidentPT$0--
JEN COCHRANSecretaryPT$0--
JESSICA RUPPTreasurerPT$0--
AMANDA HARRETTVice President KnollwoodPT$0--
CHRISTINA HOWELLVice Presidetn KnollwoodPT$0--
MICHELLE MORENOVice President ForestlawnPT$0--
DAWN RADFORDVice President BisPT$0--
KELLIE PALMERVice President BmsPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Spring Fundraiser$18,697$18,697$11,320$7,377
Scholastic Book Fair$8,630$8,630$8,687$-57
Total Events$27,327$27,327$20,007$7,320
Filing and Contact Details

Filer

Filer Name
Cardinal Pto
EIN
27-0926067
Phone
4404777611
Address
4975 OSTER RD, SHEFFIELD LAKE, OH 44054

Signing Officer

Name
Jessica Rupp
Title
Treasurer
Signed
2020-10-27
Discuss with paid preparer
No

Preparer

Firm
Dawn M Dailey CPA LLC
Address
4354 E Lake Road, Sheffield Lake, OH 44054
Preparer
Dawn M Dailey
Phone
4403200608
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 16, Other Expenses

“Bank Service Charges 148”

Form 990-EZ, Part I, Line 16, Other Expenses

“Postage 80”

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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BenefitsPaidToOrForMembersAmt09078
IRS990EZ/BooksInCareOfDetail/PersonNm0JESSICA RUPP
IRS990EZ/BooksInCareOfDetail/PhoneNum04409494234
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt04975 OSTER RD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SHEFFIELD VILLAGE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OH
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd044054
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt017248
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt025123
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt03971
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt07875
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt017248
IRS990EZ/Form990TotalAssetsGrp/EOYAmt025123
IRS990EZ/FundraisingGrossIncomeAmt040800
IRS990EZ/GrossReceiptsAmt044771
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt017248
IRS990EZ/NetAssetsOrFundBalancesEOYAmt025123
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt017248
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt025123
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0025.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1025.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2025.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3025.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt4025.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt5025.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt6025.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt7025.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0NICKY STANLEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JEN COCHRAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JESSICA RUPP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3AMANDA HARRETT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4CHRISTINA HOWELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5MICHELLE MORENO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6DAWN RADFORD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7KELLIE PALMER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VICE PRESIDENT KNOLLWOOD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4VICE PRESIDETN KNOLLWOOD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5VICE PRESIDENT FORESTLAWN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6VICE PRESIDENT BIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7VICE PRESIDENT BMS
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt0228
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SEE PART III STMT
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDED TEACHERS OF SHEFFIELD/SHEFFIELD LAKE SUPPORT, SUPPLIES AND CLASSROOM EXPENSE RELIEF
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt09078
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt027590
IRS990EZ/SpecialEventsNetIncomeLossAmt013210
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TotalExpensesAmt09306
IRS990EZ/TotalProgramServiceExpensesAmt09078
IRS990EZ/TotalRevenueAmt017181
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt03795
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt02428
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt02553
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt019288
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt07870
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt035934
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt041810
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt058542
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt061595
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt050667
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt050667
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0263281
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.00000
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt0299215
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt045605
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt060970
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt064148
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt069955
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt058537
IRS990ScheduleA/Total509Grp/TotalAmt0299215
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt045605
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt060970
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt064148
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt069955
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt058537
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0299215
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt020007
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0SCHOLASTIC BOOK FAIR
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0SPRING FUNDRAISER
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt08630
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt018697
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt027327
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt08630
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt018697
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt027327
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt07320
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt020007
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt08687
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt011320
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Bank Service Charges 148
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Postage 80
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 16, Other Expenses
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0JESSICA RUPP
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-10-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CARDINAL PTO
ReturnHeader/Filer/BusinessNameControlTxt0CARD
ReturnHeader/Filer/EIN0270926067
ReturnHeader/Filer/PhoneNum04404777611
ReturnHeader/Filer/USAddress/AddressLine1Txt04975 OSTER RD
ReturnHeader/Filer/USAddress/CityNm0SHEFFIELD LAKE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd044054
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId037587682D92B771BA8D2EF80A5E1D9E5F180CDA0
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId037587682D92B771BA8D2EF80A5E1D9E5F180CDA0
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt024.56.84.42
ReturnHeader/FilingSecurityInformation/IPDt02020-10-27
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm023:30:27
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Dawn M Dailey CPA LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04354 E Lake Road
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Sheffield Lake
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd044054
ReturnHeader/PreparerPersonGrp/PhoneNum04403200608
ReturnHeader/PreparerPersonGrp/PreparationDt02020-10-27
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Dawn M Dailey
ReturnHeader/ReturnTs02020-10-27T07:30:12-00:00
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
$25,123
Liabilities
-
Net assets
$25,123
Revenue
$17,181
Expenses
$9,306
Net income
$7,875
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Detailed filing. Detailed filing data is available for this year.$28.9$28.9$12.6$11.6$1.04
2021Detailed filing. Detailed filing data is available for this year.$27.9$27.9$9.32$6.56$2.77
2020Detailed filing. Detailed filing data is available for this year.$25.1$25.1$17.2$9.31$7.88
2019Detailed filing. Detailed filing data is available for this year.$17.2$17.2$21.4$18.7$2.72
2018Detailed filing. Detailed filing data is available for this year.$14.5$14.5$13.5$19.7$6.29
2017Detailed filing. Detailed filing data is available for this year.$20.8$20.8$22.1$34.8$12.7
2015Detailed filing. Detailed filing data is available for this year.$18.0$18.0$24.2$29.9$5.70
2014Detailed filing. Detailed filing data is available for this year.$23.7$23.7$36.3$26.8$9.45
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$17.2$17.2$0.31$2.92$2.61
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$24.9$0.00$24.9$23.1$27.7$4.66