Civic Intelligence

Independence Primary School PTO

990EZ • Fiscal year 2024 • EIN 34-1936232

Jul 01, 2023 to Jun 30, 2024 • Filed on Apr 09, 2025

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

(216) 642-5870

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

57th percentile

0.00x

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

83rd percentile

32%

Higher net margin than 83% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

90th percentile

83%

Faster asset growth than 90% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

31st percentile

-13%

Faster revenue growth than 31% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$59,397

Up $26,879 (+83%) from 2023

Net Assets

Up

$59,397

Up $26,879 (+83%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin83rd percentile

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

Historical Trend

Balance Sheet Trend

Asset Growth90th percentile

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

2024

Assets$59,397
Liabilities$0
Net Assets$59,397
Open 2024 Filing

Operations Trend

Revenue Growth31st percentile

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

2024

Revenue$83,443
Expenses$56,564
Net Income$26,879
Open 2024 Filing
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

DescriptionGrantsExpenses
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
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KATHLEEN HILLPresident (Part-Year)PT$0--
SAMANTHA KENNEDYVice-President/President (Part-Year)PT$0--
DANIELLE FRANKOCorresponding Secretary-$0--
MARIA HARRISONTreasurerPT$0--
NIKITA SCHMEIDELRecording Secretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet 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/OfficerDirectorTrusteeEmplGrp/PersonNm3MARIA HARRISON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4NIKITA SCHMEIDEL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT (PART-YEAR)
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE-PRESIDENT/PRESIDENT (PART-YEAR)
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2CORRESPONDING SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4RECORDING SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherEmployeePaidOver100kCnt00
IRS990EZ/OtherExpensesTotalAmt056564
IRS990EZ/OtherRevenueTotalAmt032061
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IRS990EZ/PrimaryExemptPurposeTxt0THE 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.
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt039688
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
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IRS990EZ/SpecialEventsNetIncomeLossAmt043094
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0OH
IRS990EZ/SubjectToProxyTaxInd0false
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IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0128885
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0121547
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IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0FUN RUN
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0CURRICULUM 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/ExplanationTxt1HOLIDAY SHOP 11,330 SPIRIT WEAR 2,752 DRAMA CLUB 17,041 MISCELLANEOUS OTHER 938 TOTAL OTHER REVENUE = 32,061
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0PART 1, LINE 16 OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1PART 1, LINE 8 OTHER REVENUE
ReasonableCauseExplanation/ExplanationTxt0IRS FORM 8868 FOR THE TAX YEAR 2023 WAS FILED AND ACCEPTED BY THE IRS ON NOVEMBER 15, 2024.
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0SAMANTHA KENNEDY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-04-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0INDEPENDENCE PRIMARY SCHOOL PTO
ReturnHeader/Filer/BusinessNameControlTxt0INDE
ReturnHeader/Filer/EIN0341936232
ReturnHeader/Filer/USAddress/AddressLine1Txt07600 Hillside Rd
ReturnHeader/Filer/USAddress/CityNm0Independence
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd044131
ReturnHeader/ReturnTs02025-04-10T18:58:20Z
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$59,397
Liabilities
$0
Net assets
$59,397
Revenue
$83,443
Expenses
$56,564
Net income
$26,879
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