Civic Intelligence

PTA Ohio Congress Revere Middle School PTA

EIN 34-6001201 • 501(c)3 • Bath, OH

Profile

Provide beneficial enhancement for Middle School Students

3195 Spring Valley RoadBath, OH 44210

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

69th percentile

0.02x

Higher debt load relative to assets than 69% of similar nonprofits.

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

Liabilities / Revenue

72nd percentile

0.02x

Higher debt load relative to revenue than 72% of similar nonprofits.

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

Net Margin

24th percentile

-18%

Higher net margin than 24% of similar nonprofits.

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

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

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

Asset Growth

35th percentile

-16%

Faster asset growth than 35% of similar nonprofits.

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

Revenue Growth

33rd percentile

-21%

Faster revenue growth than 33% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets69th percentile

Assets

Down

$16,022

Down $2,995 (-16%) from 2015

Liabilities

Flat

$276

Flat from 2015

Net Assets

Down

$15,746

Down $2,995 (-16%) from 2015

Operations
Liabilities / Revenue72nd percentileNet Margin24th percentile

Revenue

Down

$16,301

Down $4,353 (-21%) from 2015

Expenses

Up

$19,296

Up $5,302 (+38%) from 2015

Net Income

Down

-$2,995

Down $9,655 (-145%) from 2015

Trend Graphs

Balance Sheet Trend

Asset Growth35th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$30K$20K$10K$0Assets 2011: $25,826Net Assets 2011: $25,8262011Assets 2012: $28,723Net Assets 2012: $28,7232012Assets 2013: $17,008Net Assets 2013: $17,0082013Assets 2014: $12,357Liabilities 2014: $276Net Assets 2014: $12,0812014Assets 2015: $19,017Liabilities 2015: $276Net Assets 2015: $18,7412015Assets 2016: $16,022Liabilities 2016: $276Net Assets 2016: $15,7462016

Highlighted filing

2016

Assets$16,022
Liabilities$276
Net Assets$15,746
Open 2016 Filing

Operations Trend

Revenue Growth33rd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$40K$20K$0-$20KRevenue 2011: $25,995Expenses 2011: $20,771Net Income 2011: $5,2242011Revenue 2012: $15,879Expenses 2012: $12,982Net Income 2012: $2,8972012Revenue 2013: $18,899Expenses 2013: $30,614Net Income 2013: -$11,7152013Revenue 2014: $15,390Expenses 2014: $20,317Net Income 2014: -$4,9272014Revenue 2015: $20,654Expenses 2015: $13,994Net Income 2015: $6,6602015Revenue 2016: $16,301Expenses 2016: $19,296Net Income 2016: -$2,9952016

Highlighted filing

2016

Revenue$16,301
Expenses$19,296
Net Income-$2,995
Open 2016 Filing

Filings

Most recent year

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

Open filing
Assets
$16,022
Liabilities
$276
Net assets
$15,746
Revenue
$16,301
Expenses
$19,296
Net income
-$2,995
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2016Detailed filing. Detailed filing data is available for this year.$16.0$0.28$15.7$16.3$19.3$3.00
2015Detailed filing. Detailed filing data is available for this year.$19.0$0.28$18.7$20.7$14.0$6.66
2014Detailed filing. Detailed filing data is available for this year.$12.4$0.28$12.1$15.4$20.3$4.93
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$17.0$17.0$18.9$30.6$11.7
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$28.7$28.7$15.9$13.0$2.90
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$25.8$25.8$26.0$20.8$5.22
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Oct 19, 2016
Return Version
2015v2.1
Gross Receipts
$41,695
Mission and Program Overview

Mission

Provide beneficial enhancement for Middle School Students

Program Services

DescriptionGrantsExpenses
Provided for additional enhancements to the learning experiences of approximately 750 students of Revere Middle School. Including Assemblies and programs teaching and learning tools and materials and student activities.-$19,293
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Melissa LouisPresidentPT$0--
Renee ZapisekV. PresPT$0--
Heather HalvorsonSecretaryPT$0--
Dawn HardenTreasurerPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Great American Opportunity Fund Raiser$34,841$34,841$21,935$12,906
8th grade dance$4,426$4,426$3,459$967
Total Events$39,267$39,267$25,394$13,873
Filing and Contact Details

Filer

Filer Name
PTA Ohio Congress Revere Middle School PTA
EIN
34-6001201
Phone
3306683610
Address
3195 Spring Valley Road, Bath, OH 44210

Signing Officer

Name
Kathy Torma
Title
Treasurer
Signed
2016-10-19
Discuss with paid preparer
No

Preparer

Preparer
Renee Shipley CPA
Phone
3306593500
Supplemental Narrative

Additional Explanations

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

“Bonding and insurance 620”

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

“Revere Council Fees 100”

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

“Ohio PTA Dues 760”

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

“Bank Fees 185”

Form 990-EZ, Part II, Line 26, Liabilities

“Rachels Challenge Donation Beginning of year 276, End of year 276”

Raw XML Appendix181 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BenefitsPaidToOrForMembersAmt017506
IRS990EZ/BooksInCareOfDetail/PersonNm0Kimberly Bush
IRS990EZ/BooksInCareOfDetail/PhoneNum03306590368
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt03595 Spring Valley Road
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Richfield
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OH
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd044286
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt019017
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt016022
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt02425
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-2995
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0125
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt019017
IRS990EZ/Form990TotalAssetsGrp/EOYAmt016022
IRS990EZ/FundraisingGrossIncomeAmt039267
IRS990EZ/GrossReceiptsAmt041695
IRS990EZ/GroupExemptionNum02394
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt03
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt018741
IRS990EZ/NetAssetsOrFundBalancesEOYAmt015746
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt018741
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt015746
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0005.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1005.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2005.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3005.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Melissa Louis
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Renee Zapisek
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Heather Halvorson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Dawn Harden
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1V. Pres
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt01665
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Provide beneficial enhancement for Middle School Students
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Provided for additional enhancements to the learning experiences of approximately 750 students of Revere Middle School. Including Assemblies and programs teaching and learning tools and materials and student activities.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt019293
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt025394
IRS990EZ/SpecialEventsNetIncomeLossAmt013873
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0OH
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0276
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0276
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TotalExpensesAmt019296
IRS990EZ/TotalProgramServiceExpensesAmt019293
IRS990EZ/TotalRevenueAmt016301
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt02425
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt02560
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt02857
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt02820
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt02715
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt013377
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt03
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt05
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt015
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt035
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt058
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt029267
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt034941
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt028479
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt036073
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt044696
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0173456
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt03
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt05
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt015
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt035
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt058
IRS990ScheduleA/InvestmentIncomeCYPct00.00030
IRS990ScheduleA/InvestmentIncomePYPct00.00050
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.00000
IRS990ScheduleA/PublicSupportCY509Pct00.99970
IRS990ScheduleA/PublicSupportPY509Pct00.99950
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt0186833
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt031692
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt037501
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt031336
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt038893
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt047411
IRS990ScheduleA/Total509Grp/TotalAmt0186833
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt031692
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt037504
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt031341
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt038908
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt047446
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0186891
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt025394
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm08th grade dance
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Great American Opportunity Fund Raiser
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt04426
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt034841
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt039267
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt04426
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt034841
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt039267
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt013873
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt025394
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt03459
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt021935
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Bonding and insurance 620
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Revere Council Fees 100
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Ohio PTA Dues 760
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Bank Fees 185
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Rachels Challenge Donation Beginning of year 276, End of year 276
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990-EZ, Part II, Line 26, Liabilities
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0Kathy Torma
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-10-19
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA Ohio Congress Revere Middle School PTA
ReturnHeader/Filer/BusinessNameControlTxt0PTAO
ReturnHeader/Filer/EIN0346001201
ReturnHeader/Filer/PhoneNum03306683610
ReturnHeader/Filer/USAddress/AddressLine1Txt03195 Spring Valley Road
ReturnHeader/Filer/USAddress/CityNm0Bath
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd044210
ReturnHeader/PreparerPersonGrp/PhoneNum03306593500
ReturnHeader/PreparerPersonGrp/PreparationDt02016-10-19
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RENEE SHIPLEY CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02016-10-19T01:56:03-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.