Civic Intelligence

Symmes Elementary Parent Teacher Organization

EIN 31-1340714 • 501(c)3 • Loveland, OH

Profile

Providing Support for School Children

Refreshing map…

11820 Enyart RoadLoveland, OH 45140

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

88th percentile

0.50x

Higher debt load relative to assets than 88% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

87th percentile

0.22x

Higher debt load relative to revenue than 87% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Net Margin

44th percentile

-0.1%

Higher net margin than 44% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2025

Asset Growth

35th percentile

-16%

Faster asset growth than 35% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

84th percentile

49%

Faster revenue growth than 84% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets88th percentile

Assets

Up

$49,799

Up $2,916 (+6.2%) from 2023

Liabilities

Down

$24,951

Down $3,931 (-14%) from 2023

Net Assets

Up

$24,848

Up $6,847 (+38%) from 2023

Operations
Liabilities / Revenue87th percentileNet Margin44th percentile

Revenue

Up

$112,870

Up $48,309 (+75%) from 2023

Expenses

Up

$113,034

Up $39,166 (+53%) from 2023

Net Income

Up

-$164

Up $9,143 (+98%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth35th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$60K$40K$20K$0Assets 2011: $12,294Liabilities 2011: $5,158Net Assets 2011: $7,1362011Assets 2012: $14,293Liabilities 2012: $4,887Net Assets 2012: $9,4062012Assets 2013: $23,893Liabilities 2013: $13,462Net Assets 2013: $10,4312013Assets 2014: $41,856Liabilities 2014: $33,372Net Assets 2014: $8,4842014Assets 2015: $38,949Liabilities 2015: $14,116Net Assets 2015: $24,8332015Assets 2016: $47,303Liabilities 2016: $22,033Net Assets 2016: $25,2702016Assets 2017: $52,177Liabilities 2017: $21,471Net Assets 2017: $30,7062017Assets 2019: $28,474Liabilities 2019: $17,919Net Assets 2019: $10,5552019Assets 2020: $37,434Liabilities 2020: $8,293Net Assets 2020: $29,1412020Assets 2021: $40,861Liabilities 2021: $9,455Net Assets 2021: $31,4062021Assets 2023: $46,883Liabilities 2023: $28,882Net Assets 2023: $18,0012023Assets 2025: $49,799Liabilities 2025: $24,951Net Assets 2025: $24,8482025

Highlighted filing

2025

Assets$49,799
Liabilities$24,951
Net Assets$24,848
Open 2025 Filing

Operations Trend

Revenue Growth84th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$150K$100K$50K$0-$50KRevenue 2011: $50,756Expenses 2011: $54,823Net Income 2011: -$4,0672011Revenue 2012: $50,653Expenses 2012: $48,383Net Income 2012: $2,2702012Revenue 2013: $67,282Expenses 2013: $66,257Net Income 2013: $1,0252013Revenue 2014: $62,658Expenses 2014: $64,605Net Income 2014: -$1,9472014Revenue 2015: $61,079Expenses 2015: $44,980Net Income 2015: $16,0992015Revenue 2016: $75,227Expenses 2016: $74,923Net Income 2016: $3042016Revenue 2017: $71,231Expenses 2017: $65,689Net Income 2017: $5,5422017Revenue 2019: $72,536Expenses 2019: $76,547Net Income 2019: -$4,0112019Revenue 2020: $55,667Expenses 2020: $37,080Net Income 2020: $18,5872020Revenue 2021: $26,683Expenses 2021: $24,418Net Income 2021: $2,2652021Revenue 2023: $64,561Expenses 2023: $73,868Net Income 2023: -$9,3072023Revenue 2025: $112,870Expenses 2025: $113,034Net Income 2025: -$1642025

Highlighted filing

2025

Revenue$112,870
Expenses$113,034
Net Income-$164
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$49,799
Liabilities
$24,951
Net assets
$24,848
Revenue
$112,870
Expenses
$113,034
Net income
-$164
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.50$0.25$0.25$1.13$1.13$0.00
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.47$0.29$0.18$0.65$0.74$0.09
2021Detailed filing. Detailed filing data is available for this year.$0.41$0.09$0.31$0.27$0.24$0.02
2020Detailed filing. Detailed filing data is available for this year.$0.37$0.08$0.29$0.56$0.37$0.19
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.28$0.18$0.11$0.73$0.77$0.04
2017Detailed filing. Detailed filing data is available for this year.$0.52$0.21$0.31$0.71$0.66$0.06
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.47$0.22$0.25$0.75$0.75$0.00
2015Detailed filing. Detailed filing data is available for this year.$0.39$0.14$0.25$0.61$0.45$0.16
2014Detailed filing. Detailed filing data is available for this year.$0.42$0.33$0.08$0.63$0.65$0.02
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.24$0.13$0.10$0.67$0.66$0.01
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.14$0.05$0.09$0.51$0.48$0.02
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.12$0.05$0.07$0.51$0.55$0.04
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Jul 17, 2025
Return Version
2024v5.2
Gross Receipts
$135,848
Mission and Program Overview

Mission

Providing Support for School Children

Program Services

DescriptionGrantsExpenses
The Symmes Elementary PTO raised money and provided services for the students of Symmes Elementary School-$173,503
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Amy MihinPresidentPT$0--
Erin MetzPresidentPT$0--
Nicole LesonVP Ways And Means-$0--
Jenny KriegerVP Student Programs-$0--
Megan HubbardVP Family Involvement-$0--
Nikki ZaidiTreasurerPT$0--
Katie MikkilineniSecretary-$0--
Amy ThornleySymmes AmbassadorsPT$0--
Katie BischelSymmes AmbassadorsPT$0--
Rosie Bernstein AliMembershipPT$0--
Nicole BurnsCommunicationsPT$0--
Filing and Contact Details

Filer

Filer Name
Symmes Elementary Parent Teacher Organization
EIN
31-1340714
Address
11820 Enyart Road, Loveland, OH 45140

Signing Officer

Name
Becky Lange
Title
Treasurer
Signed
2025-07-17
Discuss with paid preparer
Yes

Preparer

Firm
Roth CPA & Associates LLC
Address
5887 Cornell Road Suite 5, Cincinnati, OH 45242
Preparer
Eric A Roth
Phone
5135309000
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 8, Other Revenue

“Symmes Players 18,600”

Form 990-EZ, Part I, Line 8, Other Revenue

“Direct Support for Preschool 250”

Form 990-EZ, Part I, Line 8, Other Revenue

“Author Visit 3,000”

Form 990-EZ, Part I, Line 8, Other Revenue

“Yearbook Sales 563”

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

“Student Programs 38,947”

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

“Misc. Gifts/Programs 66,105”

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

“Correspondence/Hospitality 1,433”

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

“External Contributions 250”

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

“General/Administrative Epenses 2,257”

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

“Family Involvement Programs 4,042”

Form 990-EZ, Part II, Line 24, Other Assets

“PTO Projects - Restricted Beginning of year 34,343, End of year 24,951”

Form 990-EZ, Part II, Line 26, Liabilities

“PTO Projects - Restricted Beginning of year 34,343, End of year 24,951”

Raw XML Appendix174 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/USAddress/CityNm0Cincinnati
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OH
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd045140
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt025012
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IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-164
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
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IRS990EZ/InfoInScheduleOPartIIInd0X
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IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt02105
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt025012
IRS990EZ/NetAssetsOrFundBalancesEOYAmt024848
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt025012
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0006.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Amy Mihin
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Erin Metz
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Nicole Leson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Jenny Krieger
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Megan Hubbard
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Nikki Zaidi
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Katie Mikkilineni
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Amy Thornley
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8Katie Bischel
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9Rosie Bernstein Ali
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10Nicole Burns
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VP Ways and Means
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VP Student Programs
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4VP Family Involvement
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Symmes Ambassadors
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Symmes Ambassadors
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9Membership
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10Communications
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt034343
IRS990EZ/OtherAssetsTotalDetail/EOYAmt024951
IRS990EZ/OtherExpensesTotalAmt0113034
IRS990EZ/OtherRevenueTotalAmt022413
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Providing Support for School Children
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0173503
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt022978
IRS990EZ/SpecialEventsNetIncomeLossAmt088352
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0OH
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt034343
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt024951
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TotalExpensesAmt0113034
IRS990EZ/TotalProgramServiceExpensesAmt0173503
IRS990EZ/TotalRevenueAmt0112870
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0743
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt01036
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt03104
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt04883
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt04883
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0743
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt03104
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt04883
IRS990ScheduleA/TotalSupportAmt04883
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Symmes Players 18,600
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Direct Support for Preschool 250
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Author Visit 3,000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Yearbook Sales 563
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Student Programs 38,947
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Misc. Gifts/Programs 66,105
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Correspondence/Hospitality 1,433
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7External Contributions 250
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8General/Administrative Epenses 2,257
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Family Involvement Programs 4,042
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10PTO Projects - Restricted Beginning of year 34,343, End of year 24,951
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11PTO Projects - Restricted Beginning of year 34,343, End of year 24,951
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 8, Other Revenue
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 8, Other Revenue
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 8, Other Revenue
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990-EZ, Part I, Line 8, Other Revenue
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990-EZ, Part II, Line 24, Other Assets
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Form 990-EZ, Part II, Line 26, Liabilities
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Becky Lange
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-07-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Symmes Elementary Parent Teacher Organization
ReturnHeader/Filer/BusinessNameControlTxt0SYMM
ReturnHeader/Filer/EIN0311340714
ReturnHeader/Filer/USAddress/AddressLine1Txt011820 Enyart Road
ReturnHeader/Filer/USAddress/CityNm0Loveland
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd045140
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0822101778
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Roth CPA & Associates LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05887 Cornell Road Suite 5
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Cincinnati
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd045242
ReturnHeader/PreparerPersonGrp/PhoneNum05135309000
ReturnHeader/PreparerPersonGrp/PreparationDt02025-07-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Eric A Roth
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-07-17T11:16:50-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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