Civic Intelligence

Mulberry Elementary School Parent Teacher Organization

990EZ • Fiscal year 2020 • EIN 31-1399601

Jul 01, 2019 to Jun 30, 2020 • Filed on Jun 23, 2020

5950 Buckwheat RdMilford, OH 45150

(513) 236-6478

Siviq Scores

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

Liabilities / Assets

55th 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

55th 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

41st percentile

0.0%

Higher net margin than 41% of similar nonprofits.

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

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% 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

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2020

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2020

Assets

$16,293

No earlier filing loaded for comparison.

Net Assets

$16,293

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue

$40,749

No earlier filing loaded for comparison.

Expenses

$40,749

No earlier filing loaded for comparison.

Net Income

$0

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$40K$30K$20K$10K$0Assets 2020: $16,293Liabilities 2020: $0Net Assets 2020: $16,2932020Assets 2021: $27,150Liabilities 2021: $0Net Assets 2021: $27,1502021Assets 2022: $22,611Liabilities 2022: $0Net Assets 2022: $22,6112022Assets 2023: $27,117Liabilities 2023: $0Net Assets 2023: $27,1172023Assets 2024: $28,410Liabilities 2024: $0Net Assets 2024: $28,4102024Assets 2025: $32,897Liabilities 2025: $0Net Assets 2025: $32,8972025

Highlighted filing

2020

Assets$16,293
Liabilities$0
Net Assets$16,293

Operations Trend

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

$80K$60K$40K$20K$0-$20KRevenue 2020: $40,749Expenses 2020: $40,749Net Income 2020: $02020Revenue 2021: $18,887Expenses 2021: $8,030Net Income 2021: $10,8572021Revenue 2022: $49,101Expenses 2022: $53,640Net Income 2022: -$4,5392022Revenue 2023: $62,422Expenses 2023: $57,916Net Income 2023: $4,5062023Revenue 2024: $53,683Expenses 2024: $52,390Net Income 2024: $1,2932024Revenue 2025: $46,301Expenses 2025: $41,814Net Income 2025: $4,4872025

Highlighted filing

2020

Revenue$40,749
Expenses$40,749
Net Income$0
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Jun 23, 2020
Return Version
2019v5.1
Gross Receipts
$46,911
Mission and Program Overview

Mission

Provide student activities & school supp

Program Services

DescriptionGrantsExpenses
PTO SPONSORED STUDENT ACTIVITIES AND PROGRAMS AVAILABLETO ALL STUDENTS-$43,650
PTO GIFTS TO SCHOOL FOR THE BENEFIT OF ALL STUDENTS AND TEACHERS-$2,692
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAVID VERESPresidnet-$0--
CARYN CROCKETTVice President-$0--
ALISON J JAMESSecretary-$0--
KIM REESTreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
March a Thon$23,647$23,647$6,137$17,510
Total Events$23,647$23,647$6,137$17,510
Filing and Contact Details

Filer

Filer Name
Mulberry Elementary Pto
EIN
31-1399601
Address
5950 BUCKWHEAT RD, Milford, OH 45150

Signing Officer

Name
Kim Rees
Title
Treasurer
Phone
5132366478
Signed
2020-06-23
Discuss with paid preparer
No

Preparer

Firm
Lts Eastgate Ltd
Address
4238 Bobwhite Dr, BATAVIA, OH 45103-3700
Preparer
Kevin Cunningham
Phone
5132480727
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

Description AmountBOOK FAIR COST OF GOODS SOLD (-$1) 9,824STAFF APPRECIATION 3,527SPIRITWEAR COST OF GOODS SOLD 2,543HOSPITALITY 1,563BABYSITTING SERVICES 15PTO 6TH GRADE GRADUATION 940PTO SERVICES EDUC PGMS 5,680GIFTS TO SCHOOL 2,692SANTA SHOP 3,767OLYMPIC DAY / FIELD DAY 1,011SUMMER READING PROGRAM 248CENTRAL COMMITEE SCHOLAR 250NATURE CLUB 1,727TEACHER GRANTS 1,618SCIENCE FAIR 203MULBERRY SCHOLARSHIP 1,000MISC EXPENSES 489MOVIE LICENSE 549STAR OF CHARACTER 500CC SCHOLARSHIP 1,750PBIS SCHOOL INCENTIVES STORE 241ADMINISTRATION 262

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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0KIM REES
IRS990EZ/BooksInCareOfDetail/PhoneNum05132366478
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt05950 BUCKWHEAT RD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Milford
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OH
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd045150
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt016293
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt016293
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt05786
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0350
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt016293
IRS990EZ/Form990TotalAssetsGrp/EOYAmt016293
IRS990EZ/FundraisingGrossIncomeAmt023647
IRS990EZ/GrossReceiptsAmt046911
IRS990EZ/GroupExemptionNum02394
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt034
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0375
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt016293
IRS990EZ/NetAssetsOrFundBalancesEOYAmt016293
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt016293
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt016293
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt03.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt33.00
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/PersonNm0DAVID VERES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1CARYN CROCKETT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ALISON J JAMES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3KIM REES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDNET
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt040399
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROVIDE STUDENT ACTIVITIES & SCHOOL SUPP
IRS990EZ/ProgramServiceRevenueAmt017069
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PTO GIFTS TO SCHOOL FOR THE BENEFIT OF ALL STUDENTS AND TEACHERS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1PTO SPONSORED STUDENT ACTIVITIES AND PROGRAMS AVAILABLETO ALL STUDENTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt02692
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt143650
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt06162
IRS990EZ/SpecialEventsNetIncomeLossAmt017485
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt040749
IRS990EZ/TotalProgramServiceExpensesAmt046342
IRS990EZ/TotalRevenueAmt040749
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt06161
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt04815
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt02075
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt02332
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt02962
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt018345
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt05312
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt012843
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt010803
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt018615
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt020310
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt067883
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt035438
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt041176
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt036179
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt030951
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt037795
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt0181539
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0267767
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt046911
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt058834
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt049057
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt051898
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt061067
IRS990ScheduleA/Total509Grp/TotalAmt0267767
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt046911
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt058834
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt049057
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt051898
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt061067
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0267767
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt06137
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0MARCH A THON
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt023647
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt023647
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt023647
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt023647
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt017510
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt06137
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt06137
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountBOOK FAIR COST OF GOODS SOLD (-$1) 9,824STAFF APPRECIATION 3,527SPIRITWEAR COST OF GOODS SOLD 2,543HOSPITALITY 1,563BABYSITTING SERVICES 15PTO 6TH GRADE GRADUATION 940PTO SERVICES EDUC PGMS 5,680GIFTS TO SCHOOL 2,692SANTA SHOP 3,767OLYMPIC DAY / FIELD DAY 1,011SUMMER READING PROGRAM 248CENTRAL COMMITEE SCHOLAR 250NATURE CLUB 1,727TEACHER GRANTS 1,618SCIENCE FAIR 203MULBERRY SCHOLARSHIP 1,000MISC EXPENSES 489MOVIE LICENSE 549STAR OF CHARACTER 500CC SCHOLARSHIP 1,750PBIS SCHOOL INCENTIVES STORE 241ADMINISTRATION 262
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
ReturnHeader/BuildTS02020-09-23 17:36:50Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0KIM REES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05132366478
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-06-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MULBERRY ELEMENTARY PTO
ReturnHeader/Filer/BusinessNameControlTxt0MULB
ReturnHeader/Filer/EIN0311399601
ReturnHeader/Filer/USAddress/AddressLine1Txt05950 BUCKWHEAT RD
ReturnHeader/Filer/USAddress/CityNm0Milford
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd045150
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId01B50D6E3A0687372A50789BBF5E6BE4DEDC7148C
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId01B50D6E3A0687372A50789BBF5E6BE4DEDC7148C
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId031285720201950l035nq
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02020-07-13
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt074.137.213.139
ReturnHeader/FilingSecurityInformation/IPDt02020-07-13
ReturnHeader/FilingSecurityInformation/IPTm018:36:48
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0461149680
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LTS EASTGATE LTD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04238 Bobwhite Dr
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BATAVIA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0451033700
ReturnHeader/PreparerPersonGrp/PhoneNum05132480727
ReturnHeader/PreparerPersonGrp/PreparationDt02020-07-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Kevin Cunningham
ReturnHeader/ReturnTs02020-07-13T18:34:54-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings