Civic Intelligence

Boyd E Smith Elementary Parent Teacher Organization

990EZ • Fiscal year 2024 • EIN 31-0986270

Jul 01, 2023 to Jun 30, 2024 • Filed on Oct 22, 2024

1052 Jer LesMilford, OH 45150

(513) 288-4792

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Up

$88,387

Up $22,768 (+35%) from 2024

Net Assets

Up

$88,387

Up $22,768 (+35%) from 2024

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

Up

$46,980

Up $21,140 (+82%) from 2024

Expenses

Down

$32,308

Down $16,300 (-34%) from 2024

Net Income

Up

$14,672

Up $37,440 (+164%) from 2024

Historical Trend

Balance Sheet Trend

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

$100K$50K$0Assets 2011: $19,512Net Assets 2011: $19,5122011Assets 2012: $29,280Net Assets 2012: $29,2802012Assets 2013: $49,293Net Assets 2013: $49,2932013Assets 2014: $61,558Net Assets 2014: $61,5582014Assets 2015: $17,021Net Assets 2015: $17,0212015Assets 2016: $39,959Net Assets 2016: $39,9592016Assets 2017: $26,396Net Assets 2017: $26,3962017Assets 2018: $35,430Net Assets 2018: $35,4302018Assets 2019: $34,948Net Assets 2019: $34,9482019Assets 2020: $49,119Net Assets 2020: $49,1192020Assets 2021: $76,305Net Assets 2021: $76,3052021Assets 2022: $97,261Net Assets 2022: $97,2612022Assets 2023: $73,715Net Assets 2023: $73,7152023Assets 2024: $88,387Net Assets 2024: $88,3872024Assets 2024: $65,619Liabilities 2024: $0Net Assets 2024: $65,6192024

Highlighted filing

2024

Assets$88,387
Liabilities-
Net Assets$88,387

Operations Trend

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

$100K$50K$0-$50KRevenue 2011: $20,593Expenses 2011: $25,057Net Income 2011: -$4,4642011Revenue 2012: $41,640Expenses 2012: $31,872Net Income 2012: $9,7682012Revenue 2013: $41,301Expenses 2013: $21,288Net Income 2013: $20,0132013Revenue 2014: $38,622Expenses 2014: $26,357Net Income 2014: $12,2652014Revenue 2015: $46,225Expenses 2015: $90,762Net Income 2015: -$44,5372015Revenue 2016: $43,524Expenses 2016: $20,586Net Income 2016: $22,9382016Revenue 2017: $36,155Expenses 2017: $49,718Net Income 2017: -$13,5632017Revenue 2018: $35,859Expenses 2018: $26,825Net Income 2018: $9,0342018Revenue 2019: $31,562Expenses 2019: $32,044Net Income 2019: -$4822019Revenue 2020: $36,367Expenses 2020: $22,197Net Income 2020: $14,1702020Revenue 2021: $40,752Expenses 2021: $13,564Net Income 2021: $27,1882021Revenue 2022: $49,496Expenses 2022: $28,540Net Income 2022: $20,9562022Revenue 2023: $64,585Expenses 2023: $88,131Net Income 2023: -$23,5462023Revenue 2024: $46,980Expenses 2024: $32,308Net Income 2024: $14,6722024Revenue 2024: $25,840Expenses 2024: $48,608Net Income 2024: -$22,7682024

Highlighted filing

2024

Revenue$46,980
Expenses$32,308
Net Income$14,672
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Oct 22, 2024
Return Version
2023v5.0
Gross Receipts
$51,650
Mission and Program Overview

Mission

To provide student activities and support to the school and teachers

Program Services

DescriptionGrantsExpenses
PTO SPONSORED STUDENT ACTIVITIES AND PROGRAMS AVAILABLE TO ALL STUDENTS.-$11,620
GIFTS MADE TO THE SCHOOL FOR USE BY THE TEACHERS IN THE CLASSROOM FOR THE BENEIFT OF THE STUDENTS.-$10,105
GENERAL SUPPORT OF SCHOOL ACTIVITIES-$9,758
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
RACHEL D'ERRICOExecutive VPPT$0--
SARAH GUTIERREZPresidentPT$0--
GRETCHEN BODMERSecretaryPT$0--
JANA BEALTreasurerPT$0--
KAREN HARPSTERVice PresidePT$0--
AMANDA NICHOLSVice PresidePT$0--
HALEY ENGOGLIAVice PresidePT$0--
DEENA DOWNEYVice PresidePT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Walk a Thon$23,202$23,202$1,003$22,199
Total Events$23,202$23,202$4,293$18,909
Filing and Contact Details

Filer

Filer Name
Boyd E Smith Parent Teacher
EIN
31-0986270
Address
1052 JER LES, MILFORD, OH 45150

Signing Officer

Name
Jana Beal
Title
Treasurer
Signed
2024-10-22
Discuss with paid preparer
Yes

Preparer

Firm
Brady Accounting LLC
Address
3547 ROYAL STEWART CT, CINCINNATI, OH 45245
Preparer
Deborah Brady CPA
Phone
5136853536
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

Book fair cost of goods sold 8,562 color jam activity expense 1,196 expenses ohio fee 50 website 750 grant scholarship 1,000 staff appreciation 5,845 sixth grade party 349 student programs 600 teacher grants 4,260 student programs 120 outdoor classroom 7,253 green thumb 420 field day 1,503 total 31,908

Form 990-ez, Part III, Line 31

General support of school activities

Raw XML Appendix175 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
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IRS990EZ/BooksInCareOfDetail/PhoneNum05132884792
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01130 DEERHAVEN
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0LOVELAND
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OH
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd045140
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IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt073715
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt65.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0RACHEL D'ERRICO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1SARAH GUTIERREZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2GRETCHEN BODMER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JANA BEAL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4KAREN HARPSTER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5AMANDA NICHOLS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6HALEY ENGOGLIA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7DEENA DOWNEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0EXECUTIVE VP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7VICE PRESIDE
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt031908
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE STUDENT ACTIVITIES AND SUPPORT TO THE SCHOOL AND TEACHERS
IRS990EZ/ProgramServiceRevenueAmt014615
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PTO SPONSORED STUDENT ACTIVITIES AND PROGRAMS AVAILABLE TO ALL STUDENTS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1GIFTS MADE TO THE SCHOOL FOR USE BY THE TEACHERS IN THE CLASSROOM FOR THE BENEIFT OF THE STUDENTS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2GENERAL SUPPORT OF SCHOOL ACTIVITIES
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt011620
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt110105
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt29758
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt04670
IRS990EZ/SpecialEventsNetIncomeLossAmt028373
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt032308
IRS990EZ/TotalProgramServiceExpensesAmt031483
IRS990EZ/TotalRevenueAmt046980
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt03992
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt010751
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt02000
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt045412
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt043515
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt045875
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0254010
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/CurrentTaxYearAmt0946
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/CurrentTaxYearMinus1YearAmt02409
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/CurrentTaxYearMinus3YearsAmt0738
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/CurrentTaxYearMinus4YearsAmt05635
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt09728
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.96540
IRS990ScheduleA/PublicSupportPY509Pct00.96200
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IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt049404
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt045089
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt053510
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0281417
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt04293
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0WALK A THON
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt023202
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt023202
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt023202
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt023202
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt018909
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt03290
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt03290
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt01003
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt01003
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0BOOK FAIR COST OF GOODS SOLD 8,562 COLOR JAM ACTIVITY EXPENSE 1,196 EXPENSES OHIO FEE 50 WEBSITE 750 GRANT SCHOLARSHIP 1,000 STAFF APPRECIATION 5,845 SIXTH GRADE PARTY 349 STUDENT PROGRAMS 600 TEACHER GRANTS 4,260 STUDENT PROGRAMS 120 OUTDOOR CLASSROOM 7,253 GREEN THUMB 420 FIELD DAY 1,503 TOTAL 31,908
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1GENERAL SUPPORT OF SCHOOL ACTIVITIES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART III, LINE 31
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JANA BEAL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-10-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BOYD E SMITH PARENT TEACHER
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ORGANIZATION
ReturnHeader/Filer/BusinessNameControlTxt0BOYD
ReturnHeader/Filer/EIN0310986270
ReturnHeader/Filer/USAddress/AddressLine1Txt01052 JER LES
ReturnHeader/Filer/USAddress/CityNm0MILFORD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd045150
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0800139856
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BRADY ACCOUNTING LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03547 ROYAL STEWART CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CINCINNATI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd045245
ReturnHeader/PreparerPersonGrp/PhoneNum05136853536
ReturnHeader/PreparerPersonGrp/PreparationDt02024-10-21
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DEBORAH BRADY CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02024-11-06T19:03:11-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$88.4$88.4$47.0$32.3$14.7
2024Detailed filing. Detailed filing data is available for this year.$65.6$0.00$65.6$25.8$48.6$22.8
2023Detailed filing. Detailed filing data is available for this year.$73.7$73.7$64.6$88.1$23.5
2022Detailed filing. Detailed filing data is available for this year.$97.3$97.3$49.5$28.5$21.0
2021Detailed filing. Detailed filing data is available for this year.$76.3$76.3$40.8$13.6$27.2
2020Detailed filing. Detailed filing data is available for this year.$49.1$49.1$36.4$22.2$14.2
2019Detailed filing. Detailed filing data is available for this year.$34.9$34.9$31.6$32.0$0.48
2018Detailed filing. Detailed filing data is available for this year.$35.4$35.4$35.9$26.8$9.03
2017Detailed filing. Detailed filing data is available for this year.$26.4$26.4$36.2$49.7$13.6
2016Detailed filing. Detailed filing data is available for this year.$40.0$40.0$43.5$20.6$22.9
2015Detailed filing. Detailed filing data is available for this year.$17.0$17.0$46.2$90.8$44.5
2014Detailed filing. Detailed filing data is available for this year.$61.6$61.6$38.6$26.4$12.3
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$49.3$49.3$41.3$21.3$20.0
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$29.3$29.3$41.6$31.9$9.77
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$19.5$19.5$20.6$25.1$4.46