Civic Intelligence

Independence Elem School PTA Ohio Congress

990EZ • Fiscal year 2020 • EIN 31-1409788

Jul 01, 2019 to Jun 30, 2020 • Filed on Aug 24, 2020

Organization Profilelakotaonline.com
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 2020

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2020

Net Margin

39th percentile

-0.6%

Higher net margin than 39% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

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.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

41st percentile

-0.5%

Faster asset growth than 41% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

51st percentile

-13%

Faster revenue growth than 51% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$46,103

Up $10,368 (+29%) from 2017

Net Assets

Up

$46,103

Up $10,368 (+29%) from 2017

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin39th percentile

Revenue

Down

$38,338

Down $4,966 (-11%) from 2017

Expenses

Down

$38,559

Down $3,675 (-8.7%) from 2017

Net Income

Down

-$221

Down $1,291 (-121%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth41st 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

2020

Assets$46,103
Liabilities-
Net Assets$46,103
Open 2020 Filing

Operations Trend

Revenue Growth51st 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

2020

Revenue$38,338
Expenses$38,559
Net Income-$221
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Aug 24, 2020
Return Version
2019v5.1
Gross Receipts
$38,338
Mission and Program Overview

Mission

To support the students and staff of Independence Elementary School

Program Services

DescriptionGrantsExpenses
Student support through education programs, field trips,donations to school, and other activities$3,537$28,659
Staff Appreciation$0$4,496
6th grade support$0$1,920
Building and classroom improvements$0$897
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CATHERINE OTTPresident-$0--
JEFF SEIFERTTreasurer-$0--
SARAH BURKHARTDpc Rep-$0--
KELLY ALLENDpc Rep-$0--
TARA EDDYVP Memberships-$0--
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
2020-08-24
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

“Gift of funds to elementary school ; educational assets/supplies; independence elementary school: 7840 princeton road, liberty township, oh, 45044; sponsored org., 3537.”

Form 990EZ, Part I, Line 16

“ADMINISTRATIVE 155.”

Form 990EZ, Part I, Line 16

“Building improvement 897.”

Form 990EZ, Part I, Line 16

“6TH GRADE SUPPORT 1920.”

Form 990EZ, Part I, Line 16

“School wide programs 25122.”

Form 990EZ, Part I, Line 16

“INSURANCE 2212.”

Form 990EZ, Part I, Line 16

“STAFF APPRECIATION 4496.”

Form 990EZ, Part I, Line 16

“MEMBERSHIP DUES 140.”

Form 990EZ, Part I, Line 16

“BANK CHARGES 80.”

Raw XML Appendix210 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
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/BOYAmt046324
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt046103
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt023926
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-221
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt046324
IRS990EZ/Form990TotalAssetsGrp/EOYAmt046103
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt03537
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt038338
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/GroupExemptionNum02394
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt046324
IRS990EZ/NetAssetsOrFundBalancesEOYAmt046103
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt046324
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt046103
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0CATHERINE OTT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JEFF SEIFERT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2SARAH BURKHART
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3KELLY ALLEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4TARA EDDY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2DPC REP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DPC REP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4VP MEMBERSHIPS
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt035022
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0To support the students and staff of Independence Elementary School
IRS990EZ/ProgramServiceRevenueAmt014412
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Student support through education programs, field trips,donations to school, and other activities
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Staff Appreciation
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Building and classroom improvements
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt36th grade support
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt03537
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt20
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt30
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt028659
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt14496
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt2897
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt31920
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt038559
IRS990EZ/TotalProgramServiceExpensesAmt035972
IRS990EZ/TotalRevenueAmt038338
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0lakotaonline.com
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0Other Income Part III, Line 12 Description: Misc 2017: 1046.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Pt III Ln 12
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt023926
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt024677
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt030550
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt011302
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt05469
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt095924
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt014412
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt016606
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt012595
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt052561
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt060964
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0157138
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/CurrentTaxYearMinus1YearAmt02641
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt02641
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt01046
IRS990ScheduleA/OtherIncome509Grp/TotalAmt01046
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct00.98560
IRS990ScheduleA/PublicSupportPY509Pct00.98630
IRS990ScheduleA/PublicSupportTotal509Amt0253062
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt038338
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt041283
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt043145
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt063863
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt066433
IRS990ScheduleA/Total509Grp/TotalAmt0253062
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0256749
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0GIFT OF FUNDS TO ELEMENTARY SCHOOL ; EDUCATIONAL ASSETS/SUPPLIES; INDEPENDENCE ELEMENTARY SCHOOL: 7840 PRINCETON ROAD, LIBERTY TOWNSHIP, OH, 45044; SPONSORED ORG., 3537.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ADMINISTRATIVE 155.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2BUILDING IMPROVEMENT 897.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt36TH GRADE SUPPORT 1920.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4SCHOOL WIDE PROGRAMS 25122.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5INSURANCE 2212.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6STAFF APPRECIATION 4496.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7MEMBERSHIP DUES 140.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8BANK CHARGES 80.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
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/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JEFF SEIFERT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05137592557
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-08-24
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/AtSubmissionCreationDeviceId0DDFC13CD546FE4C11739B1538D55FE4F25F0B3CE
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0DDFC13CD546FE4C11739B1538D55FE4F25F0B3CE
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0216.196.239.178
ReturnHeader/FilingSecurityInformation/IPDt02020-09-08
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm007:44:33
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/ReturnTs02020-09-08T07:44:40-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$46,103
Liabilities
-
Net assets
$46,103
Revenue
$38,338
Expenses
$38,559
Net income
-$221
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
2020Detailed filing. Detailed filing data is available for this year.$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