Civic Intelligence

Independence Elem School PTA Ohio Congress

990EZ • Fiscal year 2015 • EIN 31-1409788

Jul 01, 2014 to Jun 30, 2015 • Filed on Oct 15, 2015

Organization ProfileN/A
7840 Princeton RoadMiddletown, OH 45044

(513) 759-2557

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2015

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2015

Net Margin

49th percentile

3.0%

Higher net margin than 49% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

55th percentile

4.3%

Faster asset growth than 55% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

26th percentile

-17%

Faster revenue growth than 26% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$39,519

Up $1,637 (+4.3%) from 2014

Net Assets

Up

$39,519

Up $1,637 (+4.3%) from 2014

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin49th percentile

Revenue

Down

$54,702

Down $10,944 (-17%) from 2014

Expenses

Down

$53,065

Down $12,806 (-19%) from 2014

Net Income

Up

$1,637

Up $1,862 (+828%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth55th percentile

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

$60K$40K$20K$0Assets 2013: $38,107Net Assets 2013: $38,1072013Assets 2014: $37,882Net Assets 2014: $37,8822014Assets 2015: $39,519Net Assets 2015: $39,5192015Assets 2016: $34,665Net Assets 2016: $34,6652016Assets 2017: $35,735Net Assets 2017: $35,7352017Assets 2020: $46,103Net Assets 2020: $46,1032020Assets 2021: $37,538Net Assets 2021: $37,5382021Assets 2022: $40,320Net Assets 2022: $40,3202022

Highlighted filing

2015

Assets$39,519
Liabilities-
Net Assets$39,519
Open 2015 Filing

Operations Trend

Revenue Growth26th percentile

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

$80K$60K$40K$20K$0-$20KRevenue 2013: $62,133Expenses 2013: $62,025Net Income 2013: $1082013Revenue 2014: $65,646Expenses 2014: $65,871Net Income 2014: -$2252014Revenue 2015: $54,702Expenses 2015: $53,065Net Income 2015: $1,6372015Revenue 2016: $35,627Expenses 2016: $40,481Net Income 2016: -$4,8542016Revenue 2017: $43,304Expenses 2017: $42,234Net Income 2017: $1,0702017Revenue 2020: $38,338Expenses 2020: $38,559Net Income 2020: -$2212020Revenue 2021: $7,654Expenses 2021: $16,219Net Income 2021: -$8,5652021Revenue 2022: $50,614Expenses 2022: $47,832Net Income 2022: $2,7822022

Highlighted filing

2015

Revenue$54,702
Expenses$53,065
Net Income$1,637
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Oct 15, 2015
Return Version
2014v5.0
Gross Receipts
$60,259
Mission and Program Overview

Mission

To support the students and staff of Independence Elementary School

To support the students and staff of Independence

Program Services

DescriptionGrantsExpenses
STUDENT/STAFF SUPPORT THROUGH EDUCATION, FIELD TRIPS, AND OTHER ACTIVITIES-$22,646
IPADS FOR SCHOOL-$11,220
HOSPITALITY-$4,480
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LAKOTA FLOODCo-PresidentPT$0--
SHELLEY SWEETENCo-PresidentPT$0--
KATHY BOESKOOLTreasurerPT$0--
TRISH GRUBERVP Ways And Means-$0--
KRIS MAHARGVP Public Relations-$0--
KIMBERLY HALLVP Hospitatily-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Indy Fest$15,395$15,395$4,509$10,886
Total Events$15,395$15,395$4,509$10,886
Filing and Contact Details

Filer

Filer Name
Independence Elem School Pta Ohio Congress
EIN
31-1409788
Phone
5137592557
Address
7840 PRINCETON ROAD, MIDDLETOWN, OH 45044

Signing Officer

Name
Kathy Boeskool
Title
Treasurer
Phone
5137592557
Signed
2015-10-15

Preparer

Firm
Locey Cecil & Associates Ltd
Address
2170 GILBERT AVE SUITE 200, CINCINNATI, OH 45206
Preparer
Terri Maher
Phone
5132813333
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 8

“MISC INCOME 842.”

Form 990EZ, Part I, Line 16

“Administrative 2594. Staff appreciation 4480. Ipads 11220. Pta affiliation and district involvement 1165. Public relations 749. School wide programs 1194. Student activities 14620. Afterschool program 6832. Yearbooks 304. Bookfair 9907.”

Raw XML Appendix159 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/PersonNm0KATHY BOESKOOL
IRS990EZ/BooksInCareOfDetail/PhoneNum05137553490
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt07990 Paradise Cove
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Liberty Township
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OH
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd045044
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt037882
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IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
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IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
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IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0830
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt037882
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IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt039519
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt42.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt52.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0LAKOTA FLOOD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1SHELLEY SWEETEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2KATHY BOESKOOL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3TRISH GRUBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4KRIS MAHARG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5KIMBERLY HALL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CO-PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1CO-PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VP WAYS AND MEANS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4VP PUBLIC RELATIONS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5VP HOSPITATILY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt053065
IRS990EZ/OtherRevenueTotalAmt0842
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0To support the students and staff of Independence
IRS990EZ/ProgramServiceRevenueAmt017681
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0STUDENT/STAFF SUPPORT THROUGH EDUCATION, FIELD TRIPS, AND OTHER ACTIVITIES
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1IPADS FOR SCHOOL
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2HOSPITALITY
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt022646
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt111220
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt24480
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt05557
IRS990EZ/SpecialEventsNetIncomeLossAmt011074
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt053065
IRS990EZ/TotalProgramServiceExpensesAmt038346
IRS990EZ/TotalRevenueAmt054702
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt025105
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt025353
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt023152
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt01110
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt01235
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt075955
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt034312
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt052493
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt049809
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt080469
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt059629
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0276712
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt0352667
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt059417
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt077846
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt072961
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt081579
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt060864
IRS990ScheduleA/Total509Grp/TotalAmt0352667
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0352667
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt04509
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Indy Fest
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt015395
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt015395
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt015395
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt015395
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt010886
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt04509
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt04509
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MISC INCOME 842.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ADMINISTRATIVE 2594. STAFF APPRECIATION 4480. IPADS 11220. PTA AFFILIATION AND DISTRICT INVOLVEMENT 1165. PUBLIC RELATIONS 749. SCHOOL WIDE PROGRAMS 1194. STUDENT ACTIVITIES 14620. AFTERSCHOOL PROGRAM 6832. YEARBOOKS 304. BOOKFAIR 9907.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/PersonNm0KATHY BOESKOOL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05137592557
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-10-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0INDEPENDENCE ELEM SCHOOL PTA OHIO CONGRESS
ReturnHeader/Filer/BusinessNameControlTxt0INDE
ReturnHeader/Filer/EIN0311409788
ReturnHeader/Filer/PhoneNum05137592557
ReturnHeader/Filer/USAddress/AddressLine1Txt07840 PRINCETON ROAD
ReturnHeader/Filer/USAddress/CityNm0MIDDLETOWN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd045044
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LOCEY CECIL & ASSOCIATES LTD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02170 GILBERT AVE SUITE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CINCINNATI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd045206
ReturnHeader/PreparerPersonGrp/PhoneNum05132813333
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TERRI MAHER
ReturnHeader/ReturnTs02015-11-12T14:24:25-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$39,519
Liabilities
-
Net assets
$39,519
Revenue
$54,702
Expenses
$53,065
Net income
$1,637
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Detailed filing. Detailed filing data is available for this year.$40.3$40.3$50.6$47.8$2.78
2021Detailed filing. Detailed filing data is available for this year.$37.5$37.5$7.65$16.2$8.57
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$46.1$46.1$38.3$38.6$0.22
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$35.7$35.7$43.3$42.2$1.07
2016Detailed filing. Detailed filing data is available for this year.$34.7$34.7$35.6$40.5$4.85
2015Detailed filing. Detailed filing data is available for this year.$39.5$39.5$54.7$53.1$1.64
2014Detailed filing. Detailed filing data is available for this year.$37.9$37.9$65.6$65.9$0.23
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$38.1$38.1$62.1$62.0$0.11