Civic Intelligence

Mulberry Elementary School Parent Teacher Organization

990EZ • Fiscal year 2024 • EIN 31-1399601

Jul 01, 2023 to Jun 30, 2024 • Filed on Oct 04, 2024

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.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

57th percentile

0.00x

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

48th percentile

2.4%

Higher net margin than 48% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

56th percentile

4.8%

Faster asset growth than 56% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

30th percentile

-14%

Faster revenue growth than 30% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$28,410

Up $1,293 (+4.8%) from 2023

Net Assets

Up

$28,410

Up $1,293 (+4.8%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin48th percentile

Revenue

Down

$53,683

Down $8,739 (-14%) from 2023

Expenses

Down

$52,390

Down $5,526 (-9.5%) from 2023

Net Income

Down

$1,293

Down $3,213 (-71%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth56th 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

2024

Assets$28,410
Liabilities$0
Net Assets$28,410
Open 2024 Filing

Operations Trend

Revenue Growth30th 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

2024

Revenue$53,683
Expenses$52,390
Net Income$1,293
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Oct 4, 2024
Return Version
2023v5.1
Gross Receipts
$53,683
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-$29,900
PTO SPONSORED STUDENT ACTIVITIES AND PROGRAMS AVAILABLETO ALL STUDENTS, OR GRADE SPECIFIC-$11,182
SCHOLARSHIPS FOR STUDENTS-$1,140
Compensation and Service Providers
Top Officer Pay79th 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
Spring$27,644$27,644$12,859$14,785
Mums$11,855$11,855$215$11,640
Total Events$39,499$39,499$13,314$26,185
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
2024-10-04
Discuss with paid preparer
No

Preparer

Firm
Liberty Tax Service
Address
1011 OLD STATE RTE 28, Milford, OH 45150
Preparer
Kevin Cunningham
Phone
5132480727
Supplemental Narrative

Additional Explanations

Description of other revenue Part I line 8

“Description AmountROUNDING ADJUSTMENT 1”

Description of other expenses Part I line 16

“Description AmountGRADE LEVEL GRANTS/GIFTS 11,182STAFF APPRECIATION 4,363SCHOOL MAINTENANCE 1,838LICENSES AND SUBSCIPTIONS 777ADMINISTRATIVE 487GIFTS TO SCHOOL 2,318SCHOLARSHIPS 1,140ACTIVITES 29,900”

Raw XML Appendix181 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
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Milford
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OH
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd045150
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt027117
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IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ALLISON JAMES
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3LINDSEY DRISCOLL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDNET
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/OtherExpensesTotalAmt052005
IRS990EZ/OtherRevenueTotalAmt01
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROVIDE STUDENT ACTIVITIES & SCHOOL SUPP
IRS990EZ/ProgramServiceRevenueAmt09135
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/ProgramServiceExpensesAmt029900
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt111182
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt21140
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsNetIncomeLossAmt040286
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt052390
IRS990EZ/TotalProgramServiceExpensesAmt042222
IRS990EZ/TotalRevenueAmt053683
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt03885
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt038852
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt023397
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt02057
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt06161
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt074352
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt03
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt03
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt09135
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt02229
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt03277
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt05312
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt019953
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt0372
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt021340
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt022421
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt021226
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt035438
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt0100797
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt03
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt03
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0195102
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt013392
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt023283
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt046911
IRS990ScheduleA/Total509Grp/TotalAmt0195102
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt013392
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt049098
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt023283
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt046911
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0195105
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt013314
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0SPRING
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0MUMS
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt0240
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt0240
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt027644
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt011855
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt027644
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt011855
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt039499
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt026185
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt013074
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt012859
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt0215
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountROUNDING ADJUSTMENT 1
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description AmountGRADE LEVEL GRANTS/GIFTS 11,182STAFF APPRECIATION 4,363SCHOOL MAINTENANCE 1,838LICENSES AND SUBSCIPTIONS 777ADMINISTRATIVE 487GIFTS TO SCHOOL 2,318SCHOLARSHIPS 1,140ACTIVITES 29,900
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other revenue Part I line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0JENNIFER J KLOTZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05137487184
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-10-04
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/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0461149680
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LIBERTY TAX SERVICE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01011 OLD STATE RTE 28
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Milford
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd045150
ReturnHeader/PreparerPersonGrp/PhoneNum05132480727
ReturnHeader/PreparerPersonGrp/PreparationDt02024-10-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Kevin Cunningham
ReturnHeader/ReturnTs02024-10-04T15:57:58-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$28,410
Liabilities
$0
Net assets
$28,410
Revenue
$53,683
Expenses
$52,390
Net income
$1,293
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