Civic Intelligence

Medlar View Elementary Parent Teacher Organization

EIN 31-1651224 • 501(c)3 • Miamisburg, OH

Pub. 78 Eligible

Profile

Medlar view pto assists teachers in a classroom setting, holds fundraisers for supplemental educational materials and supports school and family interaction.

4400 Medlar RoadMiamisburg, OH 45342

www.medlarviewpto.com

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2021

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2021

Net Margin

68th percentile

14%

Higher net margin than 68% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

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

Asset Growth

56th percentile

0.9%

Faster asset growth than 56% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2019 to 2021

Revenue Growth

35th percentile

-16%

Faster revenue growth than 35% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2019 to 2021

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$19,991

Down $12,267 (-38%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$19,991

Down $12,267 (-38%) from 2023

Operations
Liabilities / RevenueScore unavailableNet Margin68th percentile

Revenue

Up

$10,315

Up $3,169 (+44%) from 2023

Expenses

Up

$22,582

Up $9,219 (+69%) from 2023

Net Income

Down

-$12,267

Down $6,050 (-97%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth56th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$40K$30K$20K$10K$0Assets 2015: $34,884Net Assets 2015: $34,8842015Assets 2016: $32,400Net Assets 2016: $32,4002016Assets 2017: $32,316Net Assets 2017: $32,3162017Assets 2018: $35,907Net Assets 2018: $35,9072018Assets 2019: $36,815Net Assets 2019: $36,8152019Assets 2020: $36,323Net Assets 2020: $36,3232020Assets 2021: $37,464Net Assets 2021: $37,4642021Assets 2022: $38,475Net Assets 2022: $38,4752022Assets 2023: $32,258Net Assets 2023: $32,2582023Assets 2024: $19,991Net Assets 2024: $19,9912024

Highlighted filing

2024

Assets$19,991
Liabilities-
Net Assets$19,991
Open 2024 Filing

Operations Trend

Revenue Growth35th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$30K$20K$10K$0-$10K-$20KRevenue 2015: $14,925Expenses 2015: $11,959Net Income 2015: $2,9662015Revenue 2016: $12,234Expenses 2016: $12,912Net Income 2016: -$6782016Revenue 2017: $11,119Expenses 2017: $11,203Net Income 2017: -$842017Revenue 2018: $17,311Expenses 2018: $13,720Net Income 2018: $3,5912018Revenue 2019: $11,671Expenses 2019: $10,763Net Income 2019: $9082019Revenue 2020: $5,630Expenses 2020: $6,122Net Income 2020: -$4922020Revenue 2021: $8,258Expenses 2021: $7,117Net Income 2021: $1,1412021Revenue 2022: $10,695Expenses 2022: $9,684Net Income 2022: $1,0112022Revenue 2023: $7,146Expenses 2023: $13,363Net Income 2023: -$6,2172023Revenue 2024: $10,315Expenses 2024: $22,582Net Income 2024: -$12,2672024

Highlighted filing

2024

Revenue$10,315
Expenses$22,582
Net Income-$12,267
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$19,991
Liabilities
-
Net assets
$19,991
Revenue
$10,315
Expenses
$22,582
Net income
-$12,267
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$20.0$20.0$10.3$22.6$12.3
2023Detailed filing. Detailed filing data is available for this year.$32.3$32.3$7.15$13.4$6.22
2022Detailed filing. Detailed filing data is available for this year.$38.5$38.5$10.7$9.68$1.01
2021Detailed filing. Detailed filing data is available for this year.$37.5$37.5$8.26$7.12$1.14
2020Detailed filing. Detailed filing data is available for this year.$36.3$36.3$5.63$6.12$0.49
2019Detailed filing. Detailed filing data is available for this year.$36.8$36.8$11.7$10.8$0.91
2018Detailed filing. Detailed filing data is available for this year.$35.9$35.9$17.3$13.7$3.59
2017Detailed filing. Detailed filing data is available for this year.$32.3$32.3$11.1$11.2$0.08
2016Detailed filing. Detailed filing data is available for this year.$32.4$32.4$12.2$12.9$0.68
2015Detailed filing. Detailed filing data is available for this year.$34.9$34.9$14.9$12.0$2.97
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Oct 15, 2024
Return Version
2023v5.1
Gross Receipts
$16,783
Mission and Program Overview

Mission

Medlar view pto assists teachers in a classroom setting, holds fundraisers for supplemental educational materials and supports school and family interaction.

Program Services

DescriptionGrantsExpenses
MEDLARVIEW PTO ASSISTS TEACHERS IN A CLASSROOM SETTING, HOLDS FUNDRAISERS FOR SUPPLEMENTAL EDUCATIONAL MATERIALS AND SUPPORTS SCHOOL AND FAMILY INTERACTION.-$22,582
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KAREN AXELRADCo PresidentPT$0--
JESSICA EMMONSVice PresidentPT$0--
JENNA ABSHEARCo PresidentPT$0--
AMY SHREVESecretaryPT$0--
KELLEY GOLDSMITHTreasurerPT$0--
Filing and Contact Details

Filer

Filer Name
Medlar View Elementary Parent Teacher or
EIN
31-1651224
Phone
9378662661
Address
4400 MEDLAR ROAD, MIAMISBURG, OH 45342

Signing Officer

Name
Kelley Goldsmith
Title
Treasurer
Signed
2024-10-15
Discuss with paid preparer
Yes

Preparer

Firm
Robinson Tax Service
Address
8910 DAYTON OXFORD RD, FRANKLIN, OH 45005
Preparer
Amy L Peters Ea
Phone
9377464234
Supplemental Narrative

Additional Explanations

Other Expenses.1002

“Office Expenses $90”

Other Expenses.1

“Donation to medlar view school $15000”

Other Expenses.2

“CLASSROOM EXPENSE $1453”

Other Expenses.3

“SCHOLARSHIP $1100”

Other Expenses.4

“BACK TO SCHOOL $1028”

Other Expenses.5

“STAFF APPRECIATION $1000”

Other Expenses.6

“VIP BREAKFAST $764”

Other Expenses.7

“Fifth grade field day/expense $745”

Other Expenses.8

“End of year celebration $488”

Other Expenses.9

“MOVIE NIGHT $432”

Other Expenses.10

“TEACHER SUPPORT $175”

Other Expenses.11

“ADMINISTRATION FEES $50”

Other Expenses.12

“BANK FEES $33”

Other Expenses.13

“MISC. $24”

Other Assets.1010

“Inventories - Beginning $623 Inventories - Ending $1288”

Raw XML Appendix162 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/PersonNm0KELLEY GOLDSMITH
IRS990EZ/BooksInCareOfDetail/PhoneNum09372841238
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt04155 KING BIRD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0MIAMISBURG
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OH
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd045342
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt031635
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt018703
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt03491
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-12267
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0200
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt032258
IRS990EZ/Form990TotalAssetsGrp/EOYAmt019991
IRS990EZ/FundraisingGrossIncomeAmt011995
IRS990EZ/GrossProfitLossSlsOfInvntryAmt01258
IRS990EZ/GrossReceiptsAmt016783
IRS990EZ/GrossSalesOfInventoryAmt04749
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt039
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt032258
IRS990EZ/NetAssetsOrFundBalancesEOYAmt019991
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt032258
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt019991
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt35.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt45.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0KAREN AXELRAD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JESSICA EMMONS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JENNA ABSHEAR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3AMY SHREVE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4KELLEY GOLDSMITH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CO PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2CO PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0623
IRS990EZ/OtherAssetsTotalDetail/EOYAmt01288
IRS990EZ/OtherExpensesTotalAmt022382
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0MEDLAR VIEW PTO ASSISTS TEACHERS IN A CLASSROOM SETTING, HOLDS FUNDRAISERS FOR SUPPLEMENTAL EDUCATIONAL MATERIALS AND SUPPORTS SCHOOL AND FAMILY INTERACTION.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0MEDLARVIEW PTO ASSISTS TEACHERS IN A CLASSROOM SETTING, HOLDS FUNDRAISERS FOR SUPPLEMENTAL EDUCATIONAL MATERIALS AND SUPPORTS SCHOOL AND FAMILY INTERACTION.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt022582
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt02977
IRS990EZ/SpecialEventsNetIncomeLossAmt09018
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt022582
IRS990EZ/TotalProgramServiceExpensesAmt022582
IRS990EZ/TotalRevenueAmt010315
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationOtherInd0X
IRS990EZ/WebsiteAddressTxt0WWW.MEDLARVIEWPTO.COM
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt00
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal509Amt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $90
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DONATION TO MEDLAR VIEW SCHOOL $15000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CLASSROOM EXPENSE $1453
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3SCHOLARSHIP $1100
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4BACK TO SCHOOL $1028
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5STAFF APPRECIATION $1000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6VIP BREAKFAST $764
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7FIFTH GRADE FIELD DAY/EXPENSE $745
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8END OF YEAR CELEBRATION $488
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9MOVIE NIGHT $432
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10TEACHER SUPPORT $175
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11ADMINISTRATION FEES $50
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12BANK FEES $33
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13MISC. $24
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14Inventories - Beginning $623 Inventories - Ending $1288
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Expenses.11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Other Expenses.12
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Other Expenses.13
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Other Assets.1010
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KELLEY GOLDSMITH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-10-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MEDLAR VIEW ELEMENTARY PARENT TEACHER OR
ReturnHeader/Filer/BusinessNameControlTxt0MEDL
ReturnHeader/Filer/EIN0311651224
ReturnHeader/Filer/PhoneNum09378662661
ReturnHeader/Filer/USAddress/AddressLine1Txt04400 MEDLAR ROAD
ReturnHeader/Filer/USAddress/CityNm0MIAMISBURG
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd045342
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0310997123
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ROBINSON TAX SERVICE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt08910 DAYTON OXFORD RD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0FRANKLIN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd045005
ReturnHeader/PreparerPersonGrp/PhoneNum09377464234
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0AMY L PETERS EA
ReturnHeader/ReturnTs02024-10-15T09:03:43-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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