Liabilities / Assets
59th percentile
Tied with the lowest-debt nonprofits in its peer group.
Independence Primary School PTO
EIN 34-1936232 • 501(c)3 • Independence, OH
Profile
The independence primary school pto serves as the bridge between all stakeholders of our school community and creates experiences that enrich the educational and social well-being of our school. The goal of this organization is to make a positive impact on the whole child so that they make a positive impact on the world.
Siviq Scores
Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.
0.00x
Liabilities / Revenue
61st percentile
Tied with the lowest-debt nonprofits in its peer group.
Net Margin
61st percentile
Higher net margin than 61% of similar nonprofits.
Top Officer Pay
Score unavailable
No filing with officer rows is available for this organization yet.
Asset Growth
Score unavailable
No earlier valid filing was available within the previous three public years.
Revenue Growth
Score unavailable
No earlier valid filing was available within the previous three public years.
Balance Sheet
Assets
Up$59,397
Up $26,879 (+83%) from 2023
Liabilities
Flat$0
Flat from 2023
Net Assets
Up$59,397
Up $26,879 (+83%) from 2023
Revenue
Down$83,443
Down $12,652 (-13%) from 2023
Expenses
Down$56,564
Down $44,460 (-44%) from 2023
Net Income
Up$26,879
Up $31,808 (+645%) from 2023
Trend Graphs
Filings
Most recent year
2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $59,397
- Liabilities
- $0
- Net assets
- $59,397
- Revenue
- $83,443
- Expenses
- $56,564
- Net income
- $26,879
| Balance Sheet | Operations | |||||
|---|---|---|---|---|---|---|
| Year | Assets | Liabilities | Net Assets | Revenue | Expenses | Net Income |
| 2024Detailed filing. Detailed filing data is available for this year. | $0.59 | $0.00 | $0.59 | $0.83 | $0.57 | $0.27 |
| 2023Detailed filing. Detailed filing data is available for this year. | $0.33 | $0.00 | $0.33 | $0.96 | $1.01 | $0.05 |
| 2022Detailed filing. Detailed filing data is available for this year. | $0.37 | $0.00 | $0.37 | $0.84 | $0.77 | $0.07 |
Latest Filing Detail
Jump To
Filing Snapshot
- Filing Period
- Jul 1, 2023 to Jun 30, 2024
- Signed
- Apr 9, 2025
- Return Version
- 2023v6.0
- Gross Receipts
- $123,131
Mission and Program Overview
Mission
Enrich education, support students and teachers, connect families
The independence primary school pto serves as the bridge between all stakeholders of our school community and creates experiences that enrich the educational and social well-being of our school. The goal of this organization is to make a positive impact on the whole child so that they make a positive impact on the world.
Program Services
| Description | Grants | Expenses |
|---|---|---|
| THE INDEPENDENCE PRIMARY SCHOOL PTO CONDUCTS VARIOUS FUNDRAISING EVENTS TO RAISE MONEY FOR EDUCATION ENRICHMENT, STUDENT SUPPORT, AND THE CONNECTION OF TEACHERS AND FAMILIES. FUNDRAISING EVENTS CONSIST OF PARTY FOR A PURPOSE NIGHT AT THE RACES, THE FUN RUN, AND VARIOUS OTHER OPPORTUNITIES SUCH AS BOOK FAIRS, SPIRIT WEAR SALES, AND OTHER FAMILY FRIENDLY EVENTS. | - | $39,688 |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| KATHLEEN HILL | President (Part-Year) | PT | $0 | - | - |
| SAMANTHA KENNEDY | Vice-President/President (Part-Year) | PT | $0 | - | - |
| DANIELLE FRANKO | Corresponding Secretary | - | $0 | - | - |
| MARIA HARRISON | Treasurer | PT | $0 | - | - |
| NIKITA SCHMEIDEL | Recording Secretary | - | $0 | - | - |
Fundraising, Events, and Gaming
Fundraising Events
| Event | Gross Receipts | Gross Revenue | Direct Expenses | Net Income |
|---|---|---|---|---|
| Party for a Purpose Night at the Races | $32,478 | $32,478 | $1,802 | $30,676 |
| Fun Run | $18,995 | $18,995 | $995 | $18,000 |
| Total Events | $82,782 | $82,782 | $39,688 | $43,094 |
Filing and Contact Details
Filer
- Filer Name
- Independence Primary School Pto
- EIN
- 34-1936232
- Address
- 7600 Hillside Rd, Independence, OH 44131
Signing Officer
- Name
- Samantha Kennedy
- Title
- President
- Signed
- 2025-04-09
Supplemental Narrative
Additional Explanations
Part 1, Line 16 Other Expenses
“Curriculum enrichment 8,556 hospitality & family events 10,274 school & community outreach programs 17,408 special projects & initiatives 17,940 administrative costs 2,386 total other expenses = 56,564”
Part 1, Line 8 Other Revenue
“Holiday shop 11,330 spirit wear 2,752 drama club 17,041 miscellaneous other 938 total other revenue = 32,061”
Raw XML Appendix175 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.
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| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | INDEPENDENCE |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | OH |
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| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | 26879 |
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| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 32518 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 59397 |
| IRS990EZ/FundraisingGrossIncomeAmt | 0 | 82782 |
| IRS990EZ/GrossReceiptsAmt | 0 | 123131 |
| IRS990EZ/InvestmentIncomeAmt | 0 | 240 |
| IRS990EZ/LandAndBuildingsGrp/BOYAmt | 0 | 0 |
| IRS990EZ/LandAndBuildingsGrp/EOYAmt | 0 | 0 |
| IRS990EZ/LobbyingActivitiesInd | 0 | false |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | false |
| IRS990EZ/MembershipDuesAmt | 0 | 8048 |
| IRS990EZ/MethodOfAccountingCashInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 32518 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 59397 |
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| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | KATHLEEN HILL |
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| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | DANIELLE FRANKO |
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| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | PRESIDENT (PART-YEAR) |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | VICE-PRESIDENT/PRESIDENT (PART-YEAR) |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | CORRESPONDING SECRETARY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | TREASURER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 4 | RECORDING SECRETARY |
| IRS990EZ/OperateHospitalInd | 0 | false |
| IRS990EZ/Organization501c3Ind | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | false |
| IRS990EZ/OrganizationHadUBIInd | 0 | false |
| IRS990EZ/OtherAssetsTotalDetail/BOYAmt | 0 | 0 |
| IRS990EZ/OtherAssetsTotalDetail/EOYAmt | 0 | 0 |
| IRS990EZ/OtherEmployeePaidOver100kCnt | 0 | 0 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 56564 |
| IRS990EZ/OtherRevenueTotalAmt | 0 | 32061 |
| IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt | 0 | NONE |
| IRS990EZ/PartVIOfCompOfHghstPdEmplTxt | 0 | NONE |
| IRS990EZ/PoliticalCampaignActyInd | 0 | false |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | THE INDEPENDENCE PRIMARY SCHOOL PTO SERVES AS THE BRIDGE BETWEEN ALL STAKEHOLDERS OF OUR SCHOOL COMMUNITY AND CREATES EXPERIENCES THAT ENRICH THE EDUCATIONAL AND SOCIAL WELL-BEING OF OUR SCHOOL. THE GOAL OF THIS ORGANIZATION IS TO MAKE A POSITIVE IMPACT ON THE WHOLE CHILD SO THAT THEY MAKE A POSITIVE IMPACT ON THE WORLD. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | THE INDEPENDENCE PRIMARY SCHOOL PTO CONDUCTS VARIOUS FUNDRAISING EVENTS TO RAISE MONEY FOR EDUCATION ENRICHMENT, STUDENT SUPPORT, AND THE CONNECTION OF TEACHERS AND FAMILIES. FUNDRAISING EVENTS CONSIST OF PARTY FOR A PURPOSE NIGHT AT THE RACES, THE FUN RUN, AND VARIOUS OTHER OPPORTUNITIES SUCH AS BOOK FAIRS, SPIRIT WEAR SALES, AND OTHER FAMILY FRIENDLY EVENTS. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 39688 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/RelatedOrgSect527OrgInd | 0 | false |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SchoolOperatingInd | 0 | false |
| IRS990EZ/SpecialEventsDirectExpensesAmt | 0 | 39688 |
| IRS990EZ/SpecialEventsNetIncomeLossAmt | 0 | 43094 |
| IRS990EZ/StatesWhereCopyOfReturnIsFldCd | 0 | OH |
| IRS990EZ/SubjectToProxyTaxInd | 0 | false |
| IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt | 0 | 0 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 0 |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TaxImposedOnOrganizationMgrAmt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4911Amt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4912Amt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4955Amt | 0 | 0 |
| IRS990EZ/TaxReimbursedByOrganizationAmt | 0 | 0 |
| IRS990EZ/TotalExpensesAmt | 0 | 56564 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 39688 |
| IRS990EZ/TotalRevenueAmt | 0 | 83443 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd | 0 | false |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | HTTPS://IPS.PTBOARD.COM |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt | 0 | 123131 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt | 0 | 128885 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 121547 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 99897 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt | 0 | 85466 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt | 0 | 558926 |
| IRS990ScheduleA/PublicOrganization170Ind | 0 | X |
| IRS990ScheduleA/PublicSupportCY170Pct | 0 | 1.00000 |
| IRS990ScheduleA/PublicSupportPY170Pct | 0 | 1.00000 |
| IRS990ScheduleA/PublicSupportTotal170Amt | 0 | 558926 |
| IRS990ScheduleA/SupportedOrganizationsCnt | 0 | 0 |
| IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind | 0 | X |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt | 0 | 123131 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt | 0 | 128885 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 121547 |
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| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt | 0 | 85466 |
| IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt | 0 | 558926 |
| IRS990ScheduleA/TotalSupportAmt | 0 | 558926 |
| IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesTotalEventsAmt | 0 | 0 |
| IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt | 0 | 0 |
| IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt | 0 | 39688 |
| IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt | 0 | 1950 |
| IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent2Amt | 0 | 450 |
| IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentOtherEventsAmt | 0 | 1420 |
| IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt | 0 | 3820 |
| IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm | 0 | PARTY FOR A PURPOSE NIGHT AT THE RACES |
| IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm | 0 | FUN RUN |
| IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt | 0 | 8907 |
| IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent2Amt | 0 | 136 |
| IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageOtherEventsAmt | 0 | 3288 |
| IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt | 0 | 12331 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt | 0 | 32478 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt | 0 | 18995 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt | 0 | 31309 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt | 0 | 82782 |
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| IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt | 0 | 31309 |
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| IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt | 0 | 43094 |
| IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt | 0 | 2768 |
| IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent2Amt | 0 | 486 |
| IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt | 0 | 3254 |
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| IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt | 0 | 1802 |
| IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt | 0 | 995 |
| IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt | 0 | 9 |
| IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt | 0 | 0 |
| IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt | 0 | 0 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | CURRICULUM ENRICHMENT 8,556 HOSPITALITY & FAMILY EVENTS 10,274 SCHOOL & COMMUNITY OUTREACH PROGRAMS 17,408 SPECIAL PROJECTS & INITIATIVES 17,940 ADMINISTRATIVE COSTS 2,386 TOTAL OTHER EXPENSES = 56,564 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | HOLIDAY SHOP 11,330 SPIRIT WEAR 2,752 DRAMA CLUB 17,041 MISCELLANEOUS OTHER 938 TOTAL OTHER REVENUE = 32,061 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | PART 1, LINE 16 OTHER EXPENSES |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | PART 1, LINE 8 OTHER REVENUE |
| ReasonableCauseExplanation/ExplanationTxt | 0 | IRS FORM 8868 FOR THE TAX YEAR 2023 WAS FILED AND ACCEPTED BY THE IRS ON NOVEMBER 15, 2024. |
| ReturnHeader/BuildTS | 0 | 2025-03-06 01:10:19Z |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | SAMANTHA KENNEDY |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | PRESIDENT |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2025-04-09 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | INDEPENDENCE PRIMARY SCHOOL PTO |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | INDE |
| ReturnHeader/Filer/EIN | 0 | 341936232 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 7600 Hillside Rd |
| ReturnHeader/Filer/USAddress/CityNm | 0 | Independence |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | OH |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 44131 |
| ReturnHeader/ReturnTs | 0 | 2025-04-10T18:58:20Z |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2023-07-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2024-06-30 |
| ReturnHeader/TaxYr | 0 | 2023 |
Document Assets
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