Civic Intelligence

Meadowview Elementary PTA

990EZ • Fiscal year 2020 • EIN 30-0188981

Jul 01, 2019 to Jun 30, 2020 • Filed on Oct 19, 2020

Organization Profile
5556 MT ZionMilford, OH 45150

(513) 289-1406

Siviq Scores

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

Liabilities / Assets

52nd percentile

0.00x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

53rd percentile

0.00x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

82nd percentile

35%

Higher net margin than 82% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

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.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

86th percentile

80%

Faster asset growth than 86% of similar nonprofits.

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

Revenue Growth

47th percentile

-17%

Faster revenue growth than 47% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets52nd percentile

Assets

Up

$47,331

Up $21,058 (+80%) from 2019

Net Assets

Up

$47,331

Up $21,058 (+80%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue53rd percentileNet Margin82nd percentile

Revenue

Down

$60,274

Down $11,945 (-17%) from 2019

Expenses

Down

$39,216

Down $37,630 (-49%) from 2019

Net Income

Up

$21,058

Up $25,685 (+555%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth86th percentile

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

$80K$60K$40K$20K$0Assets 2017: $17,071Liabilities 2017: $0Net Assets 2017: $17,0712017Assets 2018: $30,900Liabilities 2018: $0Net Assets 2018: $30,9002018Assets 2019: $26,273Liabilities 2019: $0Net Assets 2019: $26,2732019Assets 2020: $47,331Liabilities 2020: $0Net Assets 2020: $47,3312020Assets 2021: $38,224Liabilities 2021: $0Net Assets 2021: $38,2242021Assets 2022: $53,759Liabilities 2022: $0Net Assets 2022: $53,7592022Assets 2024: $67,069Liabilities 2024: $0Net Assets 2024: $67,0692024Assets 2025: $24,846Liabilities 2025: $0Net Assets 2025: $24,8462025

Highlighted filing

2020

Assets$47,331
Liabilities$0
Net Assets$47,331
Open 2020 Filing

Operations Trend

Revenue Growth47th percentile

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

$100K$50K$0-$50KRevenue 2017: $77,014Expenses 2017: $79,217Net Income 2017: -$2,2032017Revenue 2018: $80,385Expenses 2018: $66,556Net Income 2018: $13,8292018Revenue 2019: $72,219Expenses 2019: $76,846Net Income 2019: -$4,6272019Revenue 2020: $60,274Expenses 2020: $39,216Net Income 2020: $21,0582020Revenue 2021: $36,906Expenses 2021: $46,012Net Income 2021: -$9,1062021Revenue 2022: $47,058Expenses 2022: $31,523Net Income 2022: $15,5352022Revenue 2024: $50,913Expenses 2024: $75,482Net Income 2024: -$24,5692024Revenue 2025: $46,810Expenses 2025: $89,033Net Income 2025: -$42,2232025

Highlighted filing

2020

Revenue$60,274
Expenses$39,216
Net Income$21,058
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Oct 19, 2020
Return Version
2019v5.1
Gross Receipts
$64,418
Mission and Program Overview

Mission

SCHOOL SUPPORT

Program Services

DescriptionGrantsExpenses
PTA SPONSORED EVENTS AND ACTIVITIES, AVAILABLE TO ALL STUDENTS-$43,361
GIFTS TO SCHOOL AND SCHOOL SUPPORT--
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PHIL FRANKSTreasurer-$0--
KATY SCHULTZPresident-$0--
ERICA SHIVELYVP-$0--
JESSICA ROEPERTreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Carnival----
Walk a Thon----
Filing and Contact Details

Filer

Filer Name
Meadowview Elementary Pta
EIN
30-0188981
Address
5556 MT ZION, MILFORD, OH 45150

Signing Officer

Name
Jessica Roeper
Title
Treasurer
Phone
5132891406
Signed
2020-10-19
Discuss with paid preparer
Yes

Preparer

Firm
Delaneys Tax & Accounting Service
Address
1157 B State Route 131, Milford, OH 45150
Preparer
Susan Delaney Ea
Phone
5132482829
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

“Description amountbook fair cost of goods 7,622elf self cost of goods 8,038breakfast with santa expenses 1,843feed the flock 1,075musical expenses 420central committee 250school enhancement 2,600fall mini grants 2,588spring mini grants 978enrichment programs 2,035green thumb 54pbis 1,366leog league expenses 881misc 1,588staff support 5,650administrative expenses 1,634”

Raw XML Appendix141 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/BooksInCareOfDetail/PersonNm0JESSICA ROEPER
IRS990EZ/BooksInCareOfDetail/PhoneNum05132891406
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt05556 MT ZION
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0MILFORD
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OH
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd045150
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt026273
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt047331
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt021058
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0594
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt026273
IRS990EZ/Form990TotalAssetsGrp/EOYAmt047331
IRS990EZ/FundraisingGrossIncomeAmt041772
IRS990EZ/GrossReceiptsAmt064418
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0336
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt026273
IRS990EZ/NetAssetsOrFundBalancesEOYAmt047331
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt026273
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt047331
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt03.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt14.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0PHIL FRANKS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1KATY SCHULTZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ERICA SHIVELY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JESSICA ROEPER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt038622
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SCHOOL SUPPORT
IRS990EZ/ProgramServiceRevenueAmt022310
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PTA SPONSORED EVENTS AND ACTIVITIES, AVAILABLE TO ALL STUDENTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1GIFTS TO SCHOOL AND SCHOOL SUPPORT
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt043361
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt04144
IRS990EZ/SpecialEventsNetIncomeLossAmt037628
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt039216
IRS990EZ/TotalProgramServiceExpensesAmt043361
IRS990EZ/TotalRevenueAmt060274
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt05595
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt05595
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt076776
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt076776
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt082371
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt082371
IRS990ScheduleA/Total509Grp/TotalAmt082371
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt082371
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt082371
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0CARNIVAL
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0WALK A THON
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION AMOUNTBOOK FAIR COST OF GOODS 7,622ELF SELF COST OF GOODS 8,038BREAKFAST WITH SANTA EXPENSES 1,843FEED THE FLOCK 1,075MUSICAL EXPENSES 420CENTRAL COMMITTEE 250SCHOOL ENHANCEMENT 2,600FALL MINI GRANTS 2,588SPRING MINI GRANTS 978ENRICHMENT PROGRAMS 2,035GREEN THUMB 54PBIS 1,366LEOG LEAGUE EXPENSES 881MISC 1,588STAFF SUPPORT 5,650ADMINISTRATIVE EXPENSES 1,634
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JESSICA ROEPER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05132891406
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-10-19
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MEADOWVIEW ELEMENTARY PTA
ReturnHeader/Filer/BusinessNameControlTxt0MEAD
ReturnHeader/Filer/EIN0300188981
ReturnHeader/Filer/USAddress/AddressLine1Txt05556 MT ZION
ReturnHeader/Filer/USAddress/CityNm0MILFORD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd045150
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId020F72FA4931457BB6EAD2C1738CDC467AD598481
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId020F72FA4931457BB6EAD2C1738CDC467AD598481
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId03128442020297yleeaxj
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02020-10-23
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt050.5.10.235
ReturnHeader/FilingSecurityInformation/IPDt02020-10-23
ReturnHeader/FilingSecurityInformation/IPTm014:31:10
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0753229545
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Delaneys Tax & Accounting Service
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01157 B State Route 131
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Milford
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd045150
ReturnHeader/PreparerPersonGrp/PhoneNum05132482829
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SUSAN DELANEY EA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02020-10-23T14:16:15-04:00
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
$47,331
Liabilities
$0
Net assets
$47,331
Revenue
$60,274
Expenses
$39,216
Net income
$21,058
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$24.8$0.00$24.8$46.8$89.0$42.2
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$67.1$0.00$67.1$50.9$75.5$24.6
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$53.8$0.00$53.8$47.1$31.5$15.5
2021Detailed filing. Detailed filing data is available for this year.$38.2$0.00$38.2$36.9$46.0$9.11
2020Detailed filing. Detailed filing data is available for this year.$47.3$0.00$47.3$60.3$39.2$21.1
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$26.3$0.00$26.3$72.2$76.8$4.63
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$30.9$0.00$30.9$80.4$66.6$13.8
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$17.1$0.00$17.1$77.0$79.2$2.20
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2020 filings • 501(c)3 • <$500k nonprofits