Civic Intelligence

Independence Primary School PTO

990EZ • Fiscal year 2022 • EIN 34-1936232

Aug 01, 2021 to Jun 30, 2022 • Filed on Apr 25, 2023

Organization ProfileIPS.PTBOARD.COM
7600 Hillside RdIndependence, OH 44131

(216) 276-1633

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

58th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

58th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Net Margin

55th percentile

7.8%

Higher net margin than 55% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2022

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2022

Balance Sheet
Liabilities / Assets58th percentile

Assets

$37,447

No earlier filing loaded for comparison.

Net Assets

$37,447

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin55th percentile

Revenue

$83,639

No earlier filing loaded for comparison.

Expenses

$77,109

No earlier filing loaded for comparison.

Net Income

$6,530

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$60K$40K$20K$0Assets 2022: $37,447Liabilities 2022: $0Net Assets 2022: $37,4472022Assets 2023: $32,518Liabilities 2023: $0Net Assets 2023: $32,5182023Assets 2024: $59,397Liabilities 2024: $0Net Assets 2024: $59,3972024

Highlighted filing

2022

Assets$37,447
Liabilities$0
Net Assets$37,447
Open 2022 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$150K$100K$50K$0-$50KRevenue 2022: $83,639Expenses 2022: $77,109Net Income 2022: $6,5302022Revenue 2023: $96,095Expenses 2023: $101,024Net Income 2023: -$4,9292023Revenue 2024: $83,443Expenses 2024: $56,564Net Income 2024: $26,8792024

Highlighted filing

2022

Revenue$83,639
Expenses$77,109
Net Income$6,530
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2021 to Jun 30, 2022
Signed
Apr 25, 2023
Return Version
2021v4.2
Gross Receipts
$121,547
Mission and Program Overview

Mission

Enrich education, support students and teachers, connect families

Program Services

DescriptionGrantsExpenses
THE INDEPENDENCE PRIMARY SCHOOL PTO CONDUCTS VARIOUS FUNDRAISING EVENTS TO RAISE MONEY TO ENRICH EDUCATION, SUPPORT STUDENTS AND TEACHERS AND CONNECT FAMILIES. FUNDRAISING EVENTS CONSISTS OF "PARTY FOR A PURPOSE", A CASINO GAME NIGHT EVENT; "FUN RUN; AND VARIOUS OTHER EVENTS SUCH AS BOOK FAIRS AND OTHER FAMILY FRIENDLY EVENTS AND SCHOOL SPIRIT WEAR SALES.$0$37,908
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KATHLEEN HILLPresidentPT$0--
SAMANTHA KENNEDYVice President-$0--
GABRIELLE D'ANZATreasurer-$0--
BRANDI WEIKAMPCorresponding Secretary-$0--
NIKITA SCHMEIDELRecording Secretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Party for a Purpose Casino Night$29,254$29,254$6,264$22,990
Fun Run$24,440$24,440$3,258$21,182
Total Events$79,536$79,536$37,908$41,628
Filing and Contact Details

Filer

Filer Name
Independence Primary School Pto
EIN
34-1936232
Phone
2162761633
Address
7600 HILLSIDE RD, INDEPENDENCE, OH 44131

Signing Officer

Name
Kathleen Hill
Title
President
Phone
2162761633
Signed
2023-04-25
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8 - Other Revenue

“Description: holiday ship. Amount: 9,176. Description: spirit wear. Amount: 16,214. Description: drama club. Amount: 9,451. Description: misc other. Amount: 2,094. Total to form 990-ez, line 8: 36,935.”

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: curriculum enrichment. Amount: 8,044. Description: hospitality & family events. Amount: 9,321. Description: school & community outreach programs. Amount: 27,989. Description: administrative costs. Amount: 3,853. Description: special projects and initiatives. Amount: 27,902. Total to form 990-ez, line 16: 77,109.”

Raw XML Appendix169 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/OfficerDirectorTrusteeEmplGrp/PersonNm4NIKITA SCHMEIDEL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3CORRESPONDING SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4RECORDING SECRETARY
IRS990EZ/OperateHospitalInd00
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IRS990EZ/OrganizationDissolvedEtcInd00
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IRS990EZ/OtherRevenueTotalAmt036935
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IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0ENRICH EDUCATION, SUPPORT STUDENTS AND TEACHERS, CONNECT FAMILIES
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE INDEPENDENCE PRIMARY SCHOOL PTO CONDUCTS VARIOUS FUNDRAISING EVENTS TO RAISE MONEY TO ENRICH EDUCATION, SUPPORT STUDENTS AND TEACHERS AND CONNECT FAMILIES. FUNDRAISING EVENTS CONSISTS OF "PARTY FOR A PURPOSE", A CASINO GAME NIGHT EVENT; "FUN RUN; AND VARIOUS OTHER EVENTS SUCH AS BOOK FAIRS AND OTHER FAMILY FRIENDLY EVENTS AND SCHOOL SPIRIT WEAR SALES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
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IRS990EZ/ProhibitedTaxShelterTransInd00
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IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0HTTPS://IPS.PTBOARD.COM
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0TAXPAYER IS FILING A SHORT-YEAR RETURN AS THEY ARE CHANGING THEIR FISCAL YEAR END FROM 7/31/2022 TO 6/30/2022. TOTAL PUBLIC SUPPORT IS ONLY 11 MONTHS ACTIVTIY.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: HOLIDAY SHIP. AMOUNT: 9,176. DESCRIPTION: SPIRIT WEAR. AMOUNT: 16,214. DESCRIPTION: DRAMA CLUB. AMOUNT: 9,451. DESCRIPTION: MISC OTHER. AMOUNT: 2,094. TOTAL TO FORM 990-EZ, LINE 8: 36,935.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: CURRICULUM ENRICHMENT. AMOUNT: 8,044. DESCRIPTION: HOSPITALITY & FAMILY EVENTS. AMOUNT: 9,321. DESCRIPTION: SCHOOL & COMMUNITY OUTREACH PROGRAMS. AMOUNT: 27,989. DESCRIPTION: ADMINISTRATIVE COSTS. AMOUNT: 3,853. DESCRIPTION: SPECIAL PROJECTS AND INITIATIVES. AMOUNT: 27,902. TOTAL TO FORM 990-EZ, LINE 16: 77,109.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8 - OTHER REVENUE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
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ReturnHeader/BusinessOfficerGrp/PersonNm0KATHLEEN HILL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02162761633
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-04-25
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ReturnHeader/Filer/EIN0341936232
ReturnHeader/Filer/PhoneNum02162761633
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ReturnHeader/Filer/USAddress/CityNm0INDEPENDENCE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd044131
ReturnHeader/ReturnTs02023-04-25T14:53:44-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0KATHLEEN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0HILL
ReturnHeader/TaxPeriodBeginDt02021-08-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$37,447
Liabilities
$0
Net assets
$37,447
Revenue
$83,639
Expenses
$77,109
Net income
$6,530
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet 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