Civic Intelligence

Medlar View Elementary Parent Teacher Organization

990EZ • Fiscal year 2016 • EIN 31-1651224

Jul 01, 2015 to Jun 30, 2016 • Filed on Nov 07, 2016

Organization ProfileWWW.MEDLARVIEWPTO.COM
4400 Medlar RoadMiamisburg, OH 45342

(937) 866-2661

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 2016

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2016

Net Margin

29th percentile

-5.5%

Higher net margin than 29% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

32nd percentile

-7.1%

Faster asset growth than 32% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

26th percentile

-18%

Faster revenue growth than 26% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$32,400

Down $2,484 (-7.1%) from 2015

Net Assets

Down

$32,400

Down $2,484 (-7.1%) from 2015

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin29th percentile

Revenue

Down

$12,234

Down $2,691 (-18%) from 2015

Expenses

Up

$12,912

Up $953 (+8.0%) from 2015

Net Income

Down

-$678

Down $3,644 (-123%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth32nd percentile

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

$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

2016

Assets$32,400
Liabilities-
Net Assets$32,400
Open 2016 Filing

Operations Trend

Revenue Growth26th percentile

Revenue, expenses, and net income across loaded years, with this 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

2016

Revenue$12,234
Expenses$12,912
Net Income-$678
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Nov 7, 2016
Return Version
2015v2.0
Gross Receipts
$28,827
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.$12,762-
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KIMBERLY L IRGENSPresident-$0--
SHANA KAYLORSecretary-$0--
JULIE BALKPresident-$0--
MANDY SILERVice President-$0--
BEATRIZ SCHMITZVice President-$0--
KACEE COXTreasurer-$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
Shana Kaylor
Title
Treasurer
Signed
2016-11-07
Discuss with paid preparer
Yes

Preparer

Firm
Robinson Tax Service
Address
8910 DAYTON OXFORD RD, FRANKLIN, OH 45005-3052
Preparer
Amy L Peters EA
Phone
9377464234
Supplemental Narrative

Additional Explanations

Other Expenses.1

“STUDENT INCENTIVES $4121”

Other Expenses.2

“TEACHER SUPPORT $3368”

Other Expenses.3

“FIELD TRIPS $2040”

Other Expenses.4

“KIDS FIRST $1058”

Other Expenses.5

“SCHOLARSHIPS $1000”

Other Expenses.6

“WISH LIST $600”

Other Expenses.7

“FIFTH GRADE $530”

Other Expenses.8

“OTHER $45”

Other Assets.1010

“Inventories - Beginning $1595 Inventories - Ending $1595”

Raw XML Appendix184 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/PhoneNum09370000000
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0MIAMISBURG
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OH
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd045342
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt033289
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt030805
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt022
IRS990EZ/CostOfGoodsSoldAmt014671
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-678
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0150
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
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IRS990EZ/FundraisingGrossIncomeAmt05561
IRS990EZ/GrossProfitLossSlsOfInvntryAmt08557
IRS990EZ/GrossReceiptsAmt028827
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/GrossSalesOfInventoryAmt023228
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt016
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt034884
IRS990EZ/NetAssetsOrFundBalancesEOYAmt032400
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt034884
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt032400
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt42.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt54.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0KIMBERLY L IRGENS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1SHANA KAYLOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JULIE BALK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MANDY SILER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4BEATRIZ SCHMITZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5KACEE COX
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt01595
IRS990EZ/OtherAssetsTotalDetail/EOYAmt01595
IRS990EZ/OtherChangesInNetAssetsAmt0-1806
IRS990EZ/OtherExpensesTotalAmt012762
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/GrantsAndAllocationsAmt012762
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt01922
IRS990EZ/SpecialEventsNetIncomeLossAmt03639
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt012912
IRS990EZ/TotalProgramServiceExpensesAmt012762
IRS990EZ/TotalRevenueAmt012234
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationOtherInd0X
IRS990EZ/WebsiteAddressTxt0WWW.MEDLARVIEWPTO.COM
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt022
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt022
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt016
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt017
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt017
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt015
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt065
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt023345
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt039376
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt039334
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt039378
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt063270
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0204703
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt016
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt017
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt017
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt015
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt065
IRS990ScheduleA/InvestmentIncomeCYPct00.00030
IRS990ScheduleA/InvestmentIncomePYPct00.00040
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99970
IRS990ScheduleA/PublicSupportPY509Pct00.99960
IRS990ScheduleA/PublicSupportTotal509Amt0204725
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt023367
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt039376
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt039334
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt039378
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt063270
IRS990ScheduleA/Total509Grp/TotalAmt0204725
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt023383
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt039393
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt039351
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt039393
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt063270
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0204790
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0STUDENT INCENTIVES $4121
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1TEACHER SUPPORT $3368
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2FIELD TRIPS $2040
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3KIDS FIRST $1058
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4SCHOLARSHIPS $1000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5WISH LIST $600
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6FIFTH GRADE $530
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7OTHER $45
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Inventories - Beginning $1595 Inventories - Ending $1595
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Assets.1010
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SHANA KAYLOR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-11-07
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/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ROBINSON TAX SERVICE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt08910 DAYTON OXFORD RD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0FRANKLIN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0450053052
ReturnHeader/PreparerPersonGrp/PhoneNum09377464234
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Amy L Peters EA
ReturnHeader/ReturnTs02016-11-07T11:35:22-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$32,400
Liabilities
-
Net assets
$32,400
Revenue
$12,234
Expenses
$12,912
Net income
-$678
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