Civic Intelligence

Mulberry Elementary School Parent Teacher Organization

990EZ • Fiscal year 2023 • EIN 31-1399601

Jul 01, 2022 to Jun 30, 2023 • Filed on Oct 12, 2023

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

58th percentile

0.00x

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

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

Liabilities / Revenue

59th percentile

0.00x

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

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

Net Margin

57th percentile

7.2%

Higher net margin than 57% 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

73rd percentile

20%

Faster asset growth than 73% of similar nonprofits.

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

Revenue Growth

70th percentile

27%

Faster revenue growth than 70% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$27,117

Up $4,506 (+20%) from 2022

Net Assets

Up

$27,117

Up $4,506 (+20%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin57th percentile

Revenue

Up

$62,422

Up $13,321 (+27%) from 2022

Expenses

Up

$57,916

Up $4,276 (+8.0%) from 2022

Net Income

Up

$4,506

Up $9,045 (+199%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth73rd 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

2023

Assets$27,117
Liabilities$0
Net Assets$27,117
Open 2023 Filing

Operations Trend

Revenue Growth70th 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

2023

Revenue$62,422
Expenses$57,916
Net Income$4,506
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Oct 12, 2023
Return Version
2022v5.0
Gross Receipts
$62,422
Mission and Program Overview

Mission

Provide student activities & school supp

Program Services

DescriptionGrantsExpenses
PTO SPONSORED STUDENT ACTIVITIES AND PROGRAMS AVAILABLETO ALL STUDENTS, OR GRADE SPECIFIC-$33,799
PTO GIFTS TO SCHOOL FOR THE BENEFIT OF ALL STUDENTS AND TEACHERS-$8,360
SCHOLARSHIPS FOR STUDENTS-$1,350
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ALLISON JAMESPresidnet-$0--
STEPHANIE RHODESVice President-$0--
JENNIFER J KLOTZTreasurer-$0--
LINDSEY DRISCOLLSecretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Mums$1,284$-7,299-$-7,299
March a Thon$2,936$-35,028$18,470$-53,498
Total Events$4,220$-42,327$19,126$-61,453
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
2023-10-12
Discuss with paid preparer
No

Preparer

Firm
Lts Eastgate Ltd
Address
303 W MAIN ST, Batavia, OH 45103-1709
Preparer
Kevin Cunningham
Phone
5132480727
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

“Description AmountGRADE LEVEL GRANTS/GIFTS 5,680STAFF APPRECIATION 4,469SCHOOL MAINTENANCE 2,588LICENSES AND SUBSCIPTIONS 1,014ADMINISTRATIVE 263GIFTS TO SCHOOL 8,360SCHOLARSHIPS 1,350ACTIVITES 33,799ROUNDING ADJUSTMENT 3”

Raw XML Appendix187 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/CityNm0Milford
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt057526
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROVIDE STUDENT ACTIVITIES & SCHOOL SUPP
IRS990EZ/ProgramServiceRevenueAmt07128
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, OR GRADE SPECIFIC
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2SCHOLARSHIPS FOR STUDENTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt08360
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt133799
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt21350
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsNetIncomeLossAmt053643
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt057916
IRS990EZ/TotalProgramServiceExpensesAmt043509
IRS990EZ/TotalRevenueAmt062422
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt038852
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt023397
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt02057
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt075282
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt03
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt012843
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt023661
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IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt0141601
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt03
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt03
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
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IRS990ScheduleA/PublicSupportTotal509Amt0240544
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt062421
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IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt046547
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IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt08583
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt019126
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0MARCH A THON
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IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt0209
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt0-35028
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt0-7299
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IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-61453
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IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt018470
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IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt0447
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountGRADE LEVEL GRANTS/GIFTS 5,680STAFF APPRECIATION 4,469SCHOOL MAINTENANCE 2,588LICENSES AND SUBSCIPTIONS 1,014ADMINISTRATIVE 263GIFTS TO SCHOOL 8,360SCHOLARSHIPS 1,350ACTIVITES 33,799ROUNDING ADJUSTMENT 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0JENNIFER J KLOTZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05137487184
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-10-12
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/AddressLine1Txt0303 W MAIN ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Batavia
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0451031709
ReturnHeader/PreparerPersonGrp/PhoneNum05132480727
ReturnHeader/PreparerPersonGrp/PreparationDt02023-10-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Kevin Cunningham
ReturnHeader/ReturnTs02023-10-12T11:30:52-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JENNIFER
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0KLOTZ
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$27,117
Liabilities
$0
Net assets
$27,117
Revenue
$62,422
Expenses
$57,916
Net income
$4,506
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