Civic Intelligence

Symmes Elementary Parent Teacher Organization

990EZ • Fiscal year 2023 • EIN 31-1340714

Jul 01, 2022 to Jun 30, 2023 • Filed on Jul 25, 2023

Refreshing map…

11820 Enyart RoadLoveland, OH 45140

(513) 245-8392

Siviq Scores

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

Liabilities / Assets

91st percentile

0.62x

Higher debt load relative to assets than 91% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

92nd percentile

0.45x

Higher debt load relative to revenue than 92% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

23rd percentile

-14%

Higher net margin than 23% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

81st percentile

36%

Faster asset growth than 81% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

69th percentile

25%

Faster revenue growth than 69% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Assets

Up

$46,883

Up $6,022 (+15%) from 2021

Net Assets

Down

$18,001

Down $13,405 (-43%) from 2021

Liabilities

Up

$28,882

Up $19,427 (+205%) from 2021

Revenue

Up

$64,561

Up $37,878 (+142%) from 2021

Expenses

Up

$73,868

Up $49,450 (+203%) from 2021

Net Income

Down

-$9,307

Down $11,572 (-511%) from 2021

Historical Trend

Balance Sheet Trend

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

$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

2023

Assets$46,883
Liabilities$28,882
Net Assets$18,001

Operations Trend

Revenue, expenses, and net income across loaded years, with this 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

2023

Revenue$64,561
Expenses$73,868
Net Income-$9,307
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Jul 25, 2023
Return Version
2022v5.0
Gross Receipts
$80,057
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--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Megan HaringCo-PresidentPT$0--
Brittany HainesCo-PresidentPT$0--
Nicole LesanVP Ways And Means-$0--
Jenny KriegerRecording Secretary-$0--
Julie McLendonVP Student Programs-$0--
Erin MetzVP Family Involvement-$0--
Becky LangeTreasurerPT$0--
Laura DominguezCorresponding Secretary-$0--
Kim MerrickSymmes AmbassadorsPT$0--
Jackie OgdenSymmes AmbassadorsPT$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
2023-07-25
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 240

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

Direct Support for Preschool 250

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

Collins Educatonal Books 1,786

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

Misc. Programs 20,944

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

Student Programs 31,331

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

Misc. Gifts/Programs 9,407

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

Correspondence/Hospitality 649

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

Designated Gift Items 25,006

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

External Contributions 250

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

Geneeral/Administrative Epenses 2,603

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

Family Involvement Programs 4,622

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

PTO Projects - Restricted Beginning of year 7,264, End of year 28,882

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

PTO Projects - Restricted Beginning of year 7,264, End of year 28,882

Raw XML Appendix180 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.

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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Cincinnati
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IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd045140
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Megan Haring
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Brittany Haines
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Nicole Lesan
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Jenny Krieger
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Julie McLendon
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Erin Metz
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Becky Lange
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Laura Dominguez
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8Kim Merrick
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9Jackie Ogden
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Co-President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Co-President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VP Ways and Means
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Recording Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4VP Student Programs
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5VP Family Involvement
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Corresponding Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Symmes Ambassadors
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9Symmes Ambassadors
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt07264
IRS990EZ/OtherAssetsTotalDetail/EOYAmt028882
IRS990EZ/OtherExpensesTotalAmt073868
IRS990EZ/OtherRevenueTotalAmt023220
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IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedUnderIRC4911Amt00
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IRS990EZ/TotalExpensesAmt073868
IRS990EZ/TotalRevenueAmt064561
IRS990EZ/TransactionWithControlEntInd0false
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt01757
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IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportPY170Pct01.00000
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IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0743
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt01757
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt08472
IRS990ScheduleA/TotalSupportAmt08472
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Symmes Players 240
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Direct Support for Preschool 250
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Collins Educatonal Books 1,786
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Misc. Programs 20,944
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Student Programs 31,331
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Misc. Gifts/Programs 9,407
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Correspondence/Hospitality 649
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Designated Gift Items 25,006
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8External Contributions 250
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Geneeral/Administrative Epenses 2,603
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Family Involvement Programs 4,622
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11PTO Projects - Restricted Beginning of year 7,264, End of year 28,882
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12PTO Projects - Restricted Beginning of year 7,264, End of year 28,882
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 I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Form 990-EZ, Part II, Line 24, Other Assets
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Form 990-EZ, Part II, Line 26, Liabilities
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Becky Lange
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-07-25
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/PreparationDt02023-07-25
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Eric A Roth
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02023-07-25T02:19:00-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Becky
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Lange
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

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