Civic Intelligence

PTA Ohio Congress Cherokee Elementary

990EZ • Fiscal year 2018 • EIN 31-1409888

Jul 01, 2017 to Jun 30, 2018 • Filed on Oct 12, 2018

Organization ProfileLAKOTAONLINE.COM
5345 Kyles StationHamilton, OH 45011-9084

(513) 755-8200

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

68th percentile

13%

Higher net margin than 68% 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

79th percentile

33%

Faster asset growth than 79% of similar nonprofits.

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

Revenue Growth

18th percentile

-29%

Faster revenue growth than 18% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$16,203

Down $8,143 (-33%) from 2016

Net Assets

Down

$16,203

Down $8,143 (-33%) from 2016

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin68th percentile

Revenue

Down

$30,814

Down $1,748 (-5.4%) from 2016

Expenses

Down

$26,749

Down $7,290 (-21%) from 2016

Net Income

Up

$4,065

Up $5,542 (+375%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth79th percentile

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

$40K$30K$20K$10K$0Assets 2010: $17,111Net Assets 2010: $17,1112010Assets 2011: $15,253Net Assets 2011: $15,2532011Assets 2012: $13,790Net Assets 2012: $13,7902012Assets 2013: $17,155Net Assets 2013: $17,1552013Assets 2014: $16,835Net Assets 2014: $16,8352014Assets 2015: $25,823Net Assets 2015: $25,8232015Assets 2016: $24,346Net Assets 2016: $24,3462016Assets 2018: $16,203Net Assets 2018: $16,2032018Assets 2019: $17,792Net Assets 2019: $17,7922019Assets 2020: $36,164Net Assets 2020: $36,1642020Assets 2021: $23,903Net Assets 2021: $23,9032021Assets 2022: $37,250Net Assets 2022: $37,2502022

Highlighted filing

2018

Assets$16,203
Liabilities-
Net Assets$16,203
Open 2018 Filing

Operations Trend

Revenue Growth18th percentile

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

$60K$40K$20K$0-$20KRevenue 2010: $27,953Expenses 2010: $13,127Net Income 2010: $14,8262010Revenue 2011: $19,994Expenses 2011: $21,852Net Income 2011: -$1,8582011Revenue 2012: $30,266Expenses 2012: $31,729Net Income 2012: -$1,4632012Revenue 2013: $24,674Expenses 2013: $21,309Net Income 2013: $3,3652013Revenue 2014: $27,323Expenses 2014: $27,643Net Income 2014: -$3202014Revenue 2015: $52,830Expenses 2015: $43,842Net Income 2015: $8,9882015Revenue 2016: $32,562Expenses 2016: $34,039Net Income 2016: -$1,4772016Revenue 2018: $30,814Expenses 2018: $26,749Net Income 2018: $4,0652018Revenue 2019: $42,643Expenses 2019: $41,054Net Income 2019: $1,5892019Revenue 2020: $52,582Expenses 2020: $34,210Net Income 2020: $18,3722020Revenue 2021: $19,938Expenses 2021: $32,199Net Income 2021: -$12,2612021Revenue 2022: $48,059Expenses 2022: $34,712Net Income 2022: $13,3472022

Highlighted filing

2018

Revenue$30,814
Expenses$26,749
Net Income$4,065
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Oct 12, 2018
Return Version
2017v2.2
Gross Receipts
$33,854
Mission and Program Overview

Mission

Support cherokee elementary through parent involvement

Program Services

DescriptionGrantsExpenses
STUDENT PROGRAMS-$15,807
STAFF APPRECIATION-$7,753
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LISA DEMONGECorresponding Secretary-$0--
ALLISON HARPELTreasurerPT$0--
AMY FRYERDistrict Parent Council-$0--
JENNIFER COLLIERVP Volunteers-$0--
ALI BOGERPresidentPT$0--
STEPHANIE PATTERSONSecretary-$0--
KATHY WYENANDTVP Ways & Means-$0--
DARCIE BRANDVP Public Relations-$0--
LISA PHAIRDistrict Parent Council-$0--
CRYSTAL HALEVP Family Wellness-$0--
JEN BRUESHABERVP School Programming-$0--
YUGANG VANGAASBEEKVP Public Relations-$0--
RACHEL GOLLAHONVP Volunteers-$0--
Filing and Contact Details

Filer

Filer Name
Pta Ohio Congress Cherokee Elementary
EIN
31-1409888
Phone
5137558200
Address
5345 KYLES STATION, HAMILTON, OH 45011-9084

Signing Officer

Name
Heidi Leatherwood
Title
Treasurer
Phone
5137558200
Signed
2018-10-12
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 16

“ADMINISTRATIVE 1463.”

Form 990EZ, Part I, Line 16

“Teacher appreciation 7753.”

Form 990EZ, Part I, Line 16

“6TH GRADE EXPENSES 1130.”

Form 990EZ, Part I, Line 16

“Dues/donations/gifts/sunshine fund 596.”

Form 990EZ, Part I, Line 16

“School programs to benefit students 15807.”

Raw XML Appendix205 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/USAddress/CityNm0LIBERTY TOWNSHIP
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OH
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0450119084
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt120
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0LISA DEMONGE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ALLISON HARPEL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2AMY FRYER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JENNIFER COLLIER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4ALI BOGER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5STEPHANIE PATTERSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6KATHY WYENANDT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7DARCIE BRAND
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8LISA PHAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9CRYSTAL HALE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10JEN BRUESHABER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11YUGANG VANGAASBEEK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm12RACHEL GOLLAHON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CORRESPONDING SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2DISTRICT PARENT COUNCIL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VP VOLUNTEERS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6VP WAYS & MEANS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7VP PUBLIC RELATIONS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8DISTRICT PARENT COUNCIL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9VP FAMILY WELLNESS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10VP SCHOOL PROGRAMMING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11VP PUBLIC RELATIONS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt12VP VOLUNTEERS
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt026749
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SUPPORT CHEROKEE ELEMENTARY THROUGH PARENT INVOLVEMENT
IRS990EZ/ProgramServiceRevenueAmt015817
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0STUDENT PROGRAMS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1STAFF APPRECIATION
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt015807
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt17753
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt03040
IRS990EZ/SpecialEventsNetIncomeLossAmt08092
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt026749
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IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0LAKOTAONLINE.COM
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt06900
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt05339
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt013118
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt09373
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt07685
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt042415
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt05
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt08
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt012
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt015
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt010
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt050
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt015817
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt050789
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt026642
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt055412
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt026154
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0174814
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt05
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt08
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt012
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt015
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt010
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt050
IRS990ScheduleA/InvestmentIncomeCYPct00.00020
IRS990ScheduleA/InvestmentIncomePYPct00.00020
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/CurrentTaxYearAmt08092
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt08092
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct00.96390
IRS990ScheduleA/PublicSupportPY509Pct00.99980
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt0217229
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt022717
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt056128
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt039760
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt064785
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt033839
IRS990ScheduleA/Total509Grp/TotalAmt0217229
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0225371
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ADMINISTRATIVE 1463.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1TEACHER APPRECIATION 7753.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt26TH GRADE EXPENSES 1130.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DUES/DONATIONS/GIFTS/SUNSHINE FUND 596.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4SCHOOL PROGRAMS TO BENEFIT STUDENTS 15807.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 16
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
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0HEIDI LEATHERWOOD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05137558200
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-10-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA OHIO CONGRESS CHEROKEE ELEMENTARY
ReturnHeader/Filer/BusinessNameControlTxt0PTAO
ReturnHeader/Filer/EIN0311409888
ReturnHeader/Filer/PhoneNum05137558200
ReturnHeader/Filer/USAddress/AddressLine1Txt05345 KYLES STATION
ReturnHeader/Filer/USAddress/CityNm0HAMILTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd0450119084
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId06D161F33AE8DB8DEE45E5C01DABF468E08F1579E
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId06D161F33AE8DB8DEE45E5C01DABF468E08F1579E
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0216.196.239.178
ReturnHeader/FilingSecurityInformation/IPDt02018-10-26
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm010:48:24
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/ReturnTs02018-10-26T10:48:35-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$16,203
Liabilities
-
Net assets
$16,203
Revenue
$30,814
Expenses
$26,749
Net income
$4,065
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$37.3$37.3$48.1$34.7$13.3
2021Detailed filing. Detailed filing data is available for this year.$23.9$23.9$19.9$32.2$12.3
2020Detailed filing. Detailed filing data is available for this year.$36.2$36.2$52.6$34.2$18.4
2019Detailed filing. Detailed filing data is available for this year.$17.8$17.8$42.6$41.1$1.59
2018Detailed filing. Detailed filing data is available for this year.$16.2$16.2$30.8$26.7$4.07
2016Detailed filing. Detailed filing data is available for this year.$24.3$24.3$32.6$34.0$1.48
2015Detailed filing. Detailed filing data is available for this year.$25.8$25.8$52.8$43.8$8.99
2014Detailed filing. Detailed filing data is available for this year.$16.8$16.8$27.3$27.6$0.32
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$17.2$17.2$24.7$21.3$3.37
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$13.8$13.8$30.3$31.7$1.46
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$15.3$15.3$20.0$21.9$1.86
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$17.1$17.1$28.0$13.1$14.8
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2018 filings • 501(c)3 • <$500k nonprofits