Civic Intelligence

Cardinal PTO

990EZ • Fiscal year 2022 • EIN 27-0926067

Jul 01, 2021 to Jun 30, 2022 • Filed on Nov 03, 2022

Organization Profilewww.sheffieldschools.org/domain/82
4975 Oster RoadSheffield Lake, OH 44054

(440) 949-4234

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 2022

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2022

Net Margin

56th percentile

8.2%

Higher net margin than 56% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

54th percentile

3.7%

Faster asset growth than 54% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

67th percentile

35%

Faster revenue growth than 67% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$28,926

Up $1,035 (+3.7%) from 2021

Net Assets

Up

$28,926

Up $1,035 (+3.7%) from 2021

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin56th percentile

Revenue

Up

$12,607

Up $3,284 (+35%) from 2021

Expenses

Up

$11,572

Up $5,017 (+77%) from 2021

Net Income

Down

$1,035

Down $1,733 (-63%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth54th 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

2022

Assets$28,926
Liabilities-
Net Assets$28,926
Open 2022 Filing

Operations Trend

Revenue Growth67th 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

2022

Revenue$12,607
Expenses$11,572
Net Income$1,035
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Nov 3, 2022
Return Version
2021v4.1
Gross Receipts
$42,417
Mission and Program Overview

Mission

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

SEE PART III STATEMENT

Program Services

DescriptionGrantsExpenses
PROVIDE TEACHERS OF SHEFFIELD/SHEFFIELD LAKE CITYCITY SCHOOLS SUPPORT, SUPPLIES, AND CLASSROOM EXPENSERELIEF$0$10,647
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MICHELLE MORENOPresident-$0--
KELLIE PALMERVP Bms-$0--
AMANDA HARRETTVP BisPT$0--
CHRISTINA HOWELLVP ForestlawnPT$0--
JENNIFER COCHRANTreasurerPT$0--
NICOLE BARCELLOSSecretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Scholastic Book Fair$15,583$15,583$15,605$-22
Total Events$15,583$15,583$15,605$-22
Filing and Contact Details

Filer

Filer Name
Cardinal Pto
EIN
27-0926067
Phone
4409494234
Address
4975 OSTER ROAD, SHEFFIELD LAKE, OH 44054

Signing Officer

Name
Jennifer Cochran
Title
Treasurer
Phone
4409494234
Signed
2022-11-03
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 SERVICE CHARGES 6.”

Form 990EZ, Part I, Line 16

“OFFICE EXPENSES 120.”

Form 990EZ, Part I, Line 16

“INSURANCE 499.”

Raw XML Appendix184 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/BenefitsPaidToOrForMembersAmt010647
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/BOYAmt027891
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt028926
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt01909
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt01035
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0300
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt027891
IRS990EZ/Form990TotalAssetsGrp/EOYAmt028926
IRS990EZ/FundraisingGrossIncomeAmt040508
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt042417
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt027891
IRS990EZ/NetAssetsOrFundBalancesEOYAmt028926
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt027891
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt028926
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt03.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt13.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt212.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt312.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt412.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt53.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MICHELLE MORENO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1KELLIE PALMER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2AMANDA HARRETT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3CHRISTINA HOWELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JENNIFER COCHRAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5NICOLE BARCELLOS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VP BMS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VP BIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VP FORESTLAWN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt0625
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SEE PART III STATEMENT
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDE TEACHERS OF SHEFFIELD/SHEFFIELD LAKE CITYCITY SCHOOLS SUPPORT, SUPPLIES, AND CLASSROOM EXPENSERELIEF
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt010647
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt029810
IRS990EZ/SpecialEventsNetIncomeLossAmt010698
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt011572
IRS990EZ/TotalProgramServiceExpensesAmt010647
IRS990EZ/TotalRevenueAmt012607
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0https://www.sheffieldschools.org/domain/82
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt01909
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt01073
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt03795
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt02428
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt02553
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt011758
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt040508
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt018560
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt041810
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt058542
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt061595
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0221015
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0232773
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt042417
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt019633
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt045605
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt060970
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt064148
IRS990ScheduleA/Total509Grp/TotalAmt0232773
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0232773
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt015605
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0SCHOLASTIC BOOK FAIR
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt015583
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt015583
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt015583
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt015583
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-22
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt015605
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt015605
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0BANK SERVICE CHARGES 6.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1OFFICE EXPENSES 120.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2INSURANCE 499.
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/PhoneNum04409494234
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CARDINAL PTO
ReturnHeader/Filer/BusinessNameControlTxt0CARD
ReturnHeader/Filer/EIN0270926067
ReturnHeader/Filer/PhoneNum04409494234
ReturnHeader/Filer/USAddress/AddressLine1Txt04975 OSTER ROAD
ReturnHeader/Filer/USAddress/CityNm0SHEFFIELD LAKE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd044054
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0260643546
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/PreparationDt02022-11-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Dawn M Dailey CPA
ReturnHeader/ReturnTs02022-11-04T05:30:16-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JENNIFER
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0COCHRAN
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$28,926
Liabilities
-
Net assets
$28,926
Revenue
$12,607
Expenses
$11,572
Net income
$1,035
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