Civic Intelligence

Medlar View Elementary Parent Teacher Organization

990EZ • Fiscal year 2017 • EIN 31-1651224

Jul 01, 2016 to Jun 30, 2017 • Filed on Sep 18, 2017

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 2017

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2017

Net Margin

38th percentile

-0.8%

Higher net margin than 38% of similar nonprofits.

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

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.

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

Asset Growth

44th percentile

-0.3%

Faster asset growth than 44% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

34th percentile

-9.1%

Faster revenue growth than 34% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$32,316

Down $84 (-0.3%) from 2016

Net Assets

Down

$32,316

Down $84 (-0.3%) from 2016

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin38th percentile

Revenue

Down

$11,119

Down $1,115 (-9.1%) from 2016

Expenses

Down

$11,203

Down $1,709 (-13%) from 2016

Net Income

Up

-$84

Up $594 (+88%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth44th 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

2017

Assets$32,316
Liabilities-
Net Assets$32,316
Open 2017 Filing

Operations Trend

Revenue Growth34th 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

2017

Revenue$11,119
Expenses$11,203
Net Income-$84
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Sep 18, 2017
Return Version
2016v3.0
Gross Receipts
$40,357
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.$11,203-
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
NOELLE SIMPSONSecretary-$0--
JESSICA THOMPSONVice President-$0--
JULIE BALKCo President-$0--
MANDY SILERCo President-$0--
AMY SNOWCo Treasurer-$0--
KACEE COXCOI Treasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Misc. Fundraisers$28,637$28,637$17,457$11,180
Total Events$28,637$28,637$17,457$11,180
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
Amy Snow
Title
Co Treasurer
Signed
2017-09-18
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.1002

“Office Expenses $199”

Other Expenses.1012

“Insurance $359”

Other Expenses.1

“STUDENT INCENTIVES $3578”

Other Expenses.2

“TEACHER SUPPORT $3105”

Other Expenses.3

“FIELD TRIPS $1530”

Other Expenses.4

“SCHOLARSHIPS $1000”

Other Expenses.5

“FIFTH GRADE $607”

Other Expenses.6

“WISH LIST $600”

Other Expenses.7

“OTHER $75”

Other Assets.1010

“Inventories - Beginning $1595 Inventories - Ending $207”

Raw XML Appendix197 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/CityNm0MIAMISBURG
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OH
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IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt030805
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IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt44.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0NOELLE SIMPSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JESSICA THOMPSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JULIE BALK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MANDY SILER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4AMY SNOW
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5KACEE COX
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2CO PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3CO PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4CO TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5COI Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt01595
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0207
IRS990EZ/OtherExpensesTotalAmt011053
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/GrantsAndAllocationsAmt011203
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt017457
IRS990EZ/SpecialEventsNetIncomeLossAmt011180
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt011203
IRS990EZ/TotalProgramServiceExpensesAmt011203
IRS990EZ/TotalRevenueAmt011119
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationOtherInd0X
IRS990EZ/WebsiteAddressTxt0WWW.MEDLARVIEWPTO.COM
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt063
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt022
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt085
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt016
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt016
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt017
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt017
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt015
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt081
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt040278
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt023345
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt039376
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt039334
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt039378
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0181711
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt016
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt016
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt017
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt017
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt015
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt081
IRS990ScheduleA/InvestmentIncomeCYPct00.00040
IRS990ScheduleA/InvestmentIncomePYPct00.00030
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99960
IRS990ScheduleA/PublicSupportPY509Pct00.99970
IRS990ScheduleA/PublicSupportTotal509Amt0181796
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt040341
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt039376
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt039334
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt039378
IRS990ScheduleA/Total509Grp/TotalAmt0181796
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt040357
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt023383
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt039393
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt039351
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt039393
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0181877
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt017457
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0MISC. FUNDRAISERS
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt028637
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt028637
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt028637
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt028637
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt011180
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt017457
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt017457
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $199
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Insurance $359
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2STUDENT INCENTIVES $3578
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3TEACHER SUPPORT $3105
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4FIELD TRIPS $1530
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5SCHOLARSHIPS $1000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6FIFTH GRADE $607
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7WISH LIST $600
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8OTHER $75
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Inventories - Beginning $1595 Inventories - Ending $207
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Assets.1010
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0AMY SNOW
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CO TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-09-18
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/ReturnTs02017-09-18T12:17:18-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$32,316
Liabilities
-
Net assets
$32,316
Revenue
$11,119
Expenses
$11,203
Net income
-$84
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