Civic Intelligence

Independence Elem School PTA Ohio Congress

990EZ • Fiscal year 2018 • EIN 31-1409788

Jul 01, 2017 to Jun 30, 2018 • Filed on Oct 01, 2018

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 2018

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2018

Net Margin

70th percentile

15%

Higher net margin than 70% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

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.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

70th percentile

17%

Faster asset growth than 70% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

43rd percentile

-3.4%

Faster revenue growth than 43% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Up

$41,860

Up $6,125 (+17%) from 2017

Net Assets

Up

$41,860

Up $6,125 (+17%) from 2017

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$41,842

Down $1,462 (-3.4%) from 2017

Expenses

Down

$35,717

Down $6,517 (-15%) from 2017

Net Income

Up

$6,125

Up $5,055 (+472%) from 2017

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 2018: $41,860Net Assets 2018: $41,8602018Assets 2020: $46,103Net Assets 2020: $46,1032020Assets 2021: $37,538Net Assets 2021: $37,5382021Assets 2022: $40,320Net Assets 2022: $40,3202022

Highlighted filing

2018

Assets$41,860
Liabilities-
Net Assets$41,860

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 2018: $41,842Expenses 2018: $35,717Net Income 2018: $6,1252018Revenue 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

2018

Revenue$41,842
Expenses$35,717
Net Income$6,125
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Oct 1, 2018
Return Version
2017v2.2
Gross Receipts
$73,538
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 SUPPORT THROUGH EDUCATION PROGRAMS, FIELD TRIPS, DONATIONS TO SCHOOL, AND OTHER ACTIVITIES$10,762$27,314
STAFF APPRECIATION-$4,856
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
RACHEL ZIPPERIANCo-President-$0--
ZAC ZIPPERIANCo-President-$0--
JEFF SEIFERTTreasurer-$0--
GREG FINKEVP Ways & Means-$0--
TARA EDDYSecretary-$0--
MIRANDA KENNEDYDpc Representative-$0--
SHELLEY SWEETENDpc Representative-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Indy Fest$23,675$23,675$10,820$12,855
Walk a Thon$23,140-$2,096-
Total Events$46,815$23,675$12,916$10,759
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
Jeff Seifert
Title
Treasurer
Phone
5137592557
Signed
2018-10-01
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 8

Misc Revenue 1046.

Form 990EZ, Part I, Line 10

To support the efforts of the school; equipment and supplies; independence elementary school: 7840 p

Form 990EZ, Part I, Line 16

ADMINISTRATIVE 1335.

Form 990EZ, Part I, Line 16

HOSPITALITY 3269.

Form 990EZ, Part I, Line 16

6TH GRADE SUPPORT 2199.

Form 990EZ, Part I, Line 16

Building improvement 1342.

Form 990EZ, Part I, Line 16

INSURANCE 2212.

Form 990EZ, Part I, Line 16

School wide programs 9742.

Form 990EZ, Part I, Line 16

Teacher/staff appreciation 4856.

Raw XML Appendix198 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.

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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6SHELLEY SWEETEN
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VP WAYS & MEANS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DPC REPRESENTATIVE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DPC REPRESENTATIVE
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt024955
IRS990EZ/OtherRevenueTotalAmt01046
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0To support the students and staff of Independence
IRS990EZ/ProgramServiceRevenueAmt012595
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IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt010762
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IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
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IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Pt III Ln 12
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IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0WALK A THON
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt023675
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IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt010759
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt012916
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt010820
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt02096
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Misc Revenue 1046.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1TO SUPPORT THE EFFORTS OF THE SCHOOL; EQUIPMENT AND SUPPLIES; INDEPENDENCE ELEMENTARY SCHOOL: 7840 P
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ADMINISTRATIVE 1335.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3HOSPITALITY 3269.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt46TH GRADE SUPPORT 2199.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5BUILDING IMPROVEMENT 1342.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6INSURANCE 2212.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7SCHOOL WIDE PROGRAMS 9742.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8TEACHER/STAFF APPRECIATION 4856.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 8
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
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
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ReturnHeader/BusinessOfficerGrp/SignatureDt02018-10-01
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ReturnHeader/Filer/EIN0311409788
ReturnHeader/Filer/PhoneNum05137592557
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ReturnHeader/Filer/USAddress/CityNm0MIDDLETOWN
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ReturnHeader/FilingSecurityInformation/IPTm006:24:21
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04760 Red Bank Expressway Suite 216
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CINCINNATI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
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ReturnHeader/PreparerPersonGrp/PhoneNum05132813333
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHELLE R LOCEY
ReturnHeader/ReturnTs02018-10-24T06:24:48-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

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