Civic Intelligence

Mulberry Elementary School Parent Teacher Organization

990EZ • Fiscal year 2021 • EIN 31-1399601

Jul 01, 2020 to Jun 30, 2021 • Filed on Jul 15, 2021

Organization Profile
5950 Buckwheat RdMilford, OH 45150

(513) 748-7184

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

56th percentile

0.00x

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Net Margin

89th percentile

57%

Higher net margin than 89% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

84th percentile

67%

Faster asset growth than 84% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

15th percentile

-54%

Faster revenue growth than 15% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$27,150

Up $10,857 (+67%) from 2020

Net Assets

Up

$27,150

Up $10,857 (+67%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin89th percentile

Revenue

Down

$18,887

Down $21,862 (-54%) from 2020

Expenses

Down

$8,030

Down $32,719 (-80%) from 2020

Net Income

Up

$10,857

Up $10,857 from 2020

Historical Trend

Balance Sheet Trend

Asset Growth84th percentile

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

2021

Assets$27,150
Liabilities$0
Net Assets$27,150
Open 2021 Filing

Operations Trend

Revenue Growth15th percentile

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

2021

Revenue$18,887
Expenses$8,030
Net Income$10,857
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Jul 15, 2021
Return Version
2020v4.1
Gross Receipts
$23,283
Mission and Program Overview

Mission

Provide student activities & school supp

Program Services

DescriptionGrantsExpenses
PTO GIFTS TO SCHOOL FOR THE BENEFIT OF ALL STUDENTS AND TEACHERS-$1,519
PTO SPONSORED STUDENT ACTIVITIES AND PROGRAMS AVAILABLETO ALL STUDENTS--
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
STEPHANIE JONESPresidnet-$0--
ALISON JAMESVice President-$0--
JENNIFER J KLOTZTreasurer-$0--
Filing and Contact Details

Filer

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

Signing Officer

Name
Jennifer J Klotz
Title
Treasurer
Phone
5137487184
Signed
2021-07-15
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 AmountSTAFF APPRECIATION 1,015TEACHER LUNCH OR DINER 463PTO 6TH GRADE GRADUATION 460PTO SERVICES EDUC PGMS 125GIFTS TO SCHOOL 1,823OLYMPIC DAY / FIELD DAY 779MOVIE LICENSE 549STAR OF CHARACTER 500MULBERRY SCHOLARSHIP 1,000MISC STUDENT SUPPORT 128CC SCHOLARSHIP 286ADMINISTRATION 265MONEYMINDER SUBSCRIPTION 165YEARBOOK 472”

Raw XML Appendix153 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/PhoneNum05137487184
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt05950 BUCKWHEAT RD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Milford
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OH
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd045150
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt016293
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IRS990EZ/ContributionsGiftsGrantsEtcAmt01348
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IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt010857
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
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IRS990EZ/GrossReceiptsAmt023283
IRS990EZ/GroupExemptionNum02394
IRS990EZ/InfoInScheduleOPartIInd0X
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IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0289
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt016293
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt03.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0STEPHANIE JONES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ALISON JAMES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JENNIFER J KLOTZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDNET
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt08030
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROVIDE STUDENT ACTIVITIES & SCHOOL SUPP
IRS990EZ/ProgramServiceRevenueAmt021646
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/ProgramServiceExpensesAmt01519
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt04396
IRS990EZ/SpecialEventsNetIncomeLossAmt0-4396
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt08030
IRS990EZ/TotalProgramServiceExpensesAmt01519
IRS990EZ/TotalRevenueAmt018887
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt02057
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt06161
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt04815
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt02075
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt02332
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt017440
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt05312
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt012843
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt010803
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt018615
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt047573
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt021226
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt035438
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IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt036179
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt030951
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt0164970
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0229983
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt023283
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt046911
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt058834
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt049057
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt051898
IRS990ScheduleA/Total509Grp/TotalAmt0229983
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt023283
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt046911
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt058834
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt049057
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt051898
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0229983
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountSTAFF APPRECIATION 1,015TEACHER LUNCH OR DINER 463PTO 6TH GRADE GRADUATION 460PTO SERVICES EDUC PGMS 125GIFTS TO SCHOOL 1,823OLYMPIC DAY / FIELD DAY 779MOVIE LICENSE 549STAR OF CHARACTER 500MULBERRY SCHOLARSHIP 1,000MISC STUDENT SUPPORT 128CC SCHOLARSHIP 286ADMINISTRATION 265MONEYMINDER SUBSCRIPTION 165YEARBOOK 472
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd000
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0JENNIFER J KLOTZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05137487184
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-07-15
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/PreparerFirmGrp/PreparerFirmEIN0461149680
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04238 Bobwhite Dr
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BATAVIA
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0451033700
ReturnHeader/PreparerPersonGrp/PhoneNum05132480727
ReturnHeader/PreparerPersonGrp/PreparationDt02021-07-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Kevin Cunningham
ReturnHeader/ReturnTs02021-07-14T11:56:15-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JENNIFER
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0KLOTZ
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$27,150
Liabilities
$0
Net assets
$27,150
Revenue
$18,887
Expenses
$8,030
Net income
$10,857
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$32.9$0.00$32.9$46.3$41.8$4.49
2024Detailed filing. Detailed filing data is available for this year.$28.4$0.00$28.4$53.7$52.4$1.29
2023Detailed filing. Detailed filing data is available for this year.$27.1$0.00$27.1$62.4$57.9$4.51
2022Detailed filing. Detailed filing data is available for this year.$22.6$0.00$22.6$49.1$53.6$4.54
2021Detailed filing. Detailed filing data is available for this year.$27.2$0.00$27.2$18.9$8.03$10.9
2020Detailed filing. Detailed filing data is available for this year.$16.3$0.00$16.3$40.7$40.7$0.00