Civic Intelligence

Cardinal PTO

990EZ • Fiscal year 2021 • EIN 27-0926067

Jul 01, 2020 to Jun 30, 2021 • Filed on Dec 14, 2021

1812 Harris RdSheffield, OH 44054

(440) 949-6181

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 2021

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2021

Net Margin

74th percentile

30%

Higher net margin than 74% 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

57th percentile

11%

Faster asset growth than 57% of similar nonprofits.

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

Revenue Growth

18th percentile

-46%

Faster revenue growth than 18% of similar nonprofits.

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

Assets

Up

$27,891

Up $2,768 (+11%) from 2020

Net Assets

Up

$27,891

Up $2,768 (+11%) from 2020

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$9,323

Down $7,858 (-46%) from 2020

Expenses

Down

$6,555

Down $2,751 (-30%) from 2020

Net Income

Down

$2,768

Down $5,107 (-65%) from 2020

Historical Trend

Balance Sheet Trend

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

2021

Assets$27,891
Liabilities-
Net Assets$27,891

Operations Trend

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

2021

Revenue$9,323
Expenses$6,555
Net Income$2,768
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Dec 14, 2021
Return Version
2020v4.1
Gross Receipts
$19,633
Mission and Program Overview

Mission

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

SEE PART III STATEMENT

Program Services

DescriptionGrantsExpenses
PROVIDED TEACHERS OF SHEFFIELD/SHEFFIELD LAKE CITY SCHOOLS SUPPORT, SUPPLIES, AND CLASSROOM EXPENSE RELIEF$0$5,529
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAWN RADFORDPresidentPT$0--
KELLIE PALMERVP BmsPT$0--
AMANDA HARRETTVP BisPT$0--
CHRISTINA HOWELLVP ForestlawnPT$0--
JESS JACKSONVP KnollwoodPT$0--
JESSICA RUPPTreasurerPT$0--
JENNIFER COCHRANSecretary/TreasurerPT$0--
MICHELLE MORENOFundraising CoordinatorPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
SUZIN L'S CHOCOLATIER$12,799$12,799$8,755$4,044
Total Events$12,799$12,799$8,755$4,044
Filing and Contact Details

Filer

Filer Name
Cardinal Pto
EIN
27-0926067
Phone
4409496181
Address
1812 HARRIS RD, SHEFFIELD, OH 44054

Signing Officer

Name
Jennifer Cochran
Title
Treasurer
Phone
4409496181
Signed
2021-12-14
Discuss with paid preparer
Yes

Preparer

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

Additional Explanations

Form 990EZ, Part I, Line 16

BANK FEES 15.

Form 990EZ, Part I, Line 16

OFFICE EXPENSES 112.

Form 990EZ, Part I, Line 16

INSURANCE 624.

Raw XML Appendix195 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/BenefitsPaidToOrForMembersAmt05529
IRS990EZ/BooksInCareOfDetail/PersonNm0JENNIFER COCHRAN
IRS990EZ/BooksInCareOfDetail/PhoneNum02162566243
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01812 HARRIS RD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SHEFFIELD
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OH
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd044054
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt025123
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt027891
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt01073
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt02768
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0275
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt025123
IRS990EZ/Form990TotalAssetsGrp/EOYAmt027891
IRS990EZ/FundraisingGrossIncomeAmt018560
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt019633
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt025123
IRS990EZ/NetAssetsOrFundBalancesEOYAmt027891
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt025123
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt027891
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt115.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt215.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt315.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt415.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt55.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt65.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt75.00
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/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0DAWN RADFORD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1KELLIE PALMER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2AMANDA HARRETT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3CHRISTINA HOWELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JESS JACKSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5JESSICA RUPP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6JENNIFER COCHRAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7MICHELLE MORENO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VP BMS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VP BIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VP FORESTLAWN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4VP KNOLLWOOD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6SECRETARY/TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7FUNDRAISING COORDINATOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt0751
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SEE PART III STATEMENT
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDED TEACHERS OF SHEFFIELD/SHEFFIELD LAKE CITY SCHOOLS SUPPORT, SUPPLIES, AND CLASSROOM EXPENSE RELIEF
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt05529
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt010310
IRS990EZ/SpecialEventsNetIncomeLossAmt08250
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt06555
IRS990EZ/TotalProgramServiceExpensesAmt05529
IRS990EZ/TotalRevenueAmt09323
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0https://www.sheffield.k12.oh.us/PTO.aspx
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt01073
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt03795
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt02428
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt02553
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt019288
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt029137
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt018560
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt041810
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt058542
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt061595
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt050667
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0231174
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0260311
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt019633
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt045605
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt060970
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt064148
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt069955
IRS990ScheduleA/Total509Grp/TotalAmt0260311
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0260311
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt08755
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0SUZIN L'S CHOCOLATIER
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt012799
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt012799
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt012799
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt012799
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt04044
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt08755
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt08755
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0BANK FEES 15.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1OFFICE EXPENSES 112.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2INSURANCE 624.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 16
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JENNIFER COCHRAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum04409496181
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-12-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CARDINAL PTO
ReturnHeader/Filer/BusinessNameControlTxt0CARD
ReturnHeader/Filer/EIN0270926067
ReturnHeader/Filer/PhoneNum04409496181
ReturnHeader/Filer/USAddress/AddressLine1Txt01812 HARRIS RD
ReturnHeader/Filer/USAddress/CityNm0SHEFFIELD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd044054
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Dawn M Dailey CPA LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04354 E Lake Rd
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Sheffield Lake
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd044054
ReturnHeader/PreparerPersonGrp/PhoneNum04403200608
ReturnHeader/PreparerPersonGrp/PreparationDt02021-12-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Dawn M Dailey CPA
ReturnHeader/ReturnTs02021-12-14T20:14:10-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JENNIFER
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0COCHRAN
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

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Filings