Civic Intelligence

Independence Elem School PTA Ohio Congress

990EZ • Fiscal year 2017 • EIN 31-1409788

Jul 01, 2016 to Jun 30, 2017 • Filed on Oct 17, 2017

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 2017

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2017

Net Margin

48th percentile

2.5%

Higher net margin than 48% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

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.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

52nd percentile

3.1%

Faster asset growth than 52% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

73rd percentile

22%

Faster revenue growth than 73% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Up

$35,735

Up $1,070 (+3.1%) from 2016

Net Assets

Up

$35,735

Up $1,070 (+3.1%) from 2016

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$43,304

Up $7,677 (+22%) from 2016

Expenses

Up

$42,234

Up $1,753 (+4.3%) from 2016

Net Income

Up

$1,070

Up $5,924 (+122%) from 2016

Historical Trend

Balance Sheet Trend

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

2017

Assets$35,735
Liabilities-
Net Assets$35,735

Operations Trend

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

2017

Revenue$43,304
Expenses$42,234
Net Income$1,070
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Oct 17, 2017
Return Version
2016v3.0
Gross Receipts
$63,863
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
COMPUTERS$15,066$15,066
STUDENT SUPPORT THROUGH EDUCATION PROGRAMS, FIELD TRIPS, AND OTHER ACTIVITIES-$9,538
STAFF APPRECIATION-$6,890
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
RACHEL ZIPPERIANCo-President-$0--
ZAC ZIPPERIANCo-President-$0--
KRISTA HAUBNERTreasurer-$0--
GREG FINKEVP Ways & Means-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Walk a Thon$19,488$19,488$1,933$17,555
Indy Fest$13,616$13,616$10,221$3,395
Total Events$41,733$41,733$20,559$21,174
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
Krista Haubner
Title
Treasurer
Phone
5137592557
Signed
2017-10-17
Discuss with paid preparer
Yes

Preparer

Firm
Locey Mitchell & Associates Ltd
Address
4760 Red Bank Expressway Suite 216, CINCINNATI, OH 45227
Preparer
Michelle R Locey
Phone
5132813333
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 10

Scholarships; scholarship; kelly lovejoy: sydney bagoly, , , ; student, 1000.

Form 990EZ, Part I, Line 10

Donation to school; donation; independence elementary school: 7840 princeton road, liberty township,

Form 990EZ, Part I, Line 16

ADMINISTRATIVE 1350.

Form 990EZ, Part I, Line 16

HOSPITALITY 2632.

Form 990EZ, Part I, Line 16

HOPE FUND 500.

Form 990EZ, Part I, Line 16

Building improvement 104.

Form 990EZ, Part I, Line 16

INSURANCE 2202.

Form 990EZ, Part I, Line 16

School wide programs 9538.

Form 990EZ, Part I, Line 16

STUDENT ACTIVITIES 1419.

Form 990EZ, Part I, Line 16

Teacher/staff appreciation 6890.

Form 990EZ, Part I, Line 16

6TH GRADE SUPPORT 1524.

Form 990EZ, Part I, Line 16

MEMBERSHIP 9.

Raw XML Appendix188 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/PersonNm0JEFFERY SEIFERT
IRS990EZ/BooksInCareOfDetail/PhoneNum05137553490
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt07835 KYLES STATION ROAD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Liberty Township
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OH
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd045044
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt034665
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt035735
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IRS990EZ/ContributionsGiftsGrantsEtcAmt011302
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt01070
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt034665
IRS990EZ/Form990TotalAssetsGrp/EOYAmt035735
IRS990EZ/FundraisingGrossIncomeAmt041733
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt016066
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt063863
IRS990EZ/GroupExemptionNum02394
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt034665
IRS990EZ/NetAssetsOrFundBalancesEOYAmt035735
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt034665
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt035735
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0RACHEL ZIPPERIAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ZAC ZIPPERIAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2KRISTA HAUBNER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3GREG FINKE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CO-PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1CO-PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VP WAYS & MEANS
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt026168
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0To support the students and staff of Independence
IRS990EZ/ProgramServiceRevenueAmt010828
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0COMPUTERS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1STUDENT SUPPORT THROUGH EDUCATION PROGRAMS, FIELD TRIPS, AND OTHER ACTIVITIES
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2STAFF APPRECIATION
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt015066
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt015066
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt19538
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt26890
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt020559
IRS990EZ/SpecialEventsNetIncomeLossAmt021174
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt042234
IRS990EZ/TotalProgramServiceExpensesAmt031494
IRS990EZ/TotalRevenueAmt043304
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt011302
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt05469
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt025105
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt025353
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt023152
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt090381
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt052561
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt060964
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt025247
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt052493
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt049809
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0241074
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt0331455
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt063863
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt066433
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt050352
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt077846
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt072961
IRS990ScheduleA/Total509Grp/TotalAmt0331455
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0331455
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt020559
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0INDY FEST
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0WALK A THON
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt013616
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt019488
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt08629
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt041733
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt013616
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt019488
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt08629
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt041733
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt021174
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt08405
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt020559
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt010221
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt01933
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0SCHOLARSHIPS; SCHOLARSHIP; KELLY LOVEJOY: SYDNEY BAGOLY, , , ; STUDENT, 1000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DONATION TO SCHOOL; DONATION; INDEPENDENCE ELEMENTARY SCHOOL: 7840 PRINCETON ROAD, LIBERTY TOWNSHIP,
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ADMINISTRATIVE 1350.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3HOSPITALITY 2632.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4HOPE FUND 500.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5BUILDING IMPROVEMENT 104.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6INSURANCE 2202.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7SCHOOL WIDE PROGRAMS 9538.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8STUDENT ACTIVITIES 1419.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9TEACHER/STAFF APPRECIATION 6890.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt106TH GRADE SUPPORT 1524.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11MEMBERSHIP 9.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Form 990EZ, Part I, Line 16
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KRISTA HAUBNER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05137592557
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-10-17
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/FilingSecurityInformation/AtSubmissionCreationDeviceId06D161F33AE8DB8DEE45E5C01DABF468E08F1579E
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId06D161F33AE8DB8DEE45E5C01DABF468E08F1579E
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt098.28.178.158
ReturnHeader/FilingSecurityInformation/IPDt02017-11-09
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm010:04:13
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Locey Mitchell & Associates Ltd
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04760 Red Bank Expressway Suite 216
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CINCINNATI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd045227
ReturnHeader/PreparerPersonGrp/PhoneNum05132813333
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHELLE R LOCEY
ReturnHeader/ReturnTs02017-11-09T10:04:44-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

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