Civic Intelligence

PTA Ohio Congress

990EZ • Fiscal year 2015 • EIN 37-1738328

Jul 01, 2014 to Jun 30, 2015 • Filed on Jan 13, 2015

Organization ProfileN/A
245 Idaho RdYoungstown, OH 44515

(330) 797-3900

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

55th percentile

0.00x

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Net Margin

85th percentile

32%

Higher net margin than 85% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

71st percentile

20%

Faster asset growth than 71% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2015

Revenue Growth

55th percentile

3.9%

Faster revenue growth than 55% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2015

Balance Sheet
Liabilities / Assets55th percentile

Assets

Up

$53,323

Up $16,094 (+43%) from 2013

Net Assets

$53,323

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin85th percentile

Revenue

Up

$50,202

Up $3,679 (+7.9%) from 2013

Expenses

Up

$34,108

Up $24,814 (+267%) from 2013

Net Income

Down

$16,094

Down $21,135 (-57%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth71st percentile

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

$80K$60K$40K$20K$0Assets 2013: $37,229Liabilities 2013: $02013Assets 2015: $53,323Liabilities 2015: $0Net Assets 2015: $53,3232015Assets 2016: $61,085Liabilities 2016: $0Net Assets 2016: $61,0852016Assets 2017: $75,704Liabilities 2017: $0Net Assets 2017: $75,7042017Assets 2018: $77,490Liabilities 2018: $0Net Assets 2018: $77,4902018Assets 2019: $64,470Liabilities 2019: $0Net Assets 2019: $64,4702019Assets 2020: $51,342Liabilities 2020: $0Net Assets 2020: $51,3422020Assets 2021: $45,892Liabilities 2021: $0Net Assets 2021: $45,8922021Assets 2022: $52,898Liabilities 2022: $0Net Assets 2022: $52,8982022Assets 2023: $49,660Liabilities 2023: $0Net Assets 2023: $49,6602023Assets 2024: $37,210Liabilities 2024: $0Net Assets 2024: $37,2102024

Highlighted filing

2015

Assets$53,323
Liabilities$0
Net Assets$53,323
Open 2015 Filing

Operations Trend

Revenue Growth55th percentile

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

$100K$50K$0-$50KRevenue 2013: $46,523Expenses 2013: $9,294Net Income 2013: $37,2292013Revenue 2015: $50,202Expenses 2015: $34,108Net Income 2015: $16,0942015Revenue 2016: $50,754Expenses 2016: $42,992Net Income 2016: $7,7622016Revenue 2017: $51,674Expenses 2017: $37,055Net Income 2017: $14,6192017Revenue 2018: $66,422Expenses 2018: $64,636Net Income 2018: $1,7862018Revenue 2019: $34,625Expenses 2019: $44,079Net Income 2019: -$9,4542019Revenue 2020: $44,153Expenses 2020: $57,281Net Income 2020: -$13,1282020Revenue 2021: $30,643Expenses 2021: $36,093Net Income 2021: -$5,4502021Revenue 2022: $74,076Expenses 2022: $67,070Net Income 2022: $7,0062022Revenue 2023: $72,634Expenses 2023: $75,872Net Income 2023: -$3,2382023Revenue 2024: $60,787Expenses 2024: $73,237Net Income 2024: -$12,4502024

Highlighted filing

2015

Revenue$50,202
Expenses$34,108
Net Income$16,094
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Jan 13, 2015
Return Version
2014v6.0
Gross Receipts
$106,529
Mission and Program Overview

Mission

Educational support of students & staff

Program Services

DescriptionGrantsExpenses
Fun Day for approximately 1200 Students An entire day of physical activities outside such as obstacles courses and games along with stops for water and snacks-$8,058
Room Parties for approximately 1200 Students 4 parties a year are thrown for the students where snacks and goodie bags are provided for each student in the elementary school-$5,332
Falcon Outreach Money is used to purchase food vouchers for needy families in the school district at the holidays-$5,043
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Lynn MickeyPresidentPT$0--
Stacey LawsonVice PresidentPT$0--
Bethany Martinez2nd Vice PresidentPT$0--
Renee PurtonSecretaryPT$0--
Lorinda MedleyTreasurerPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Catalog Fund$34,596$34,596$18,443$16,153
Golf Outing$17,917$17,917$9,839$8,078
Total Events$65,836$65,836$36,521$29,315
Filing and Contact Details

Filer

Filer Name
PTA Ohio Congress Austintown Elementary PTA
EIN
37-1738328
Address
245 Idaho Rd, Youngstown, OH 44515

Signing Officer

Name
Lorinda Medley
Title
Treasurer
Phone
3307973900
Signed
2015-01-13
Discuss with paid preparer
No

Preparer

Firm
Apisa Accounting and Tax Firm LLC
Address
25 N Canfield Niles Rd Suite 10, Youngstown, OH 44515
Preparer
Andrea Apisa Dilts EA
Phone
3307198350
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

“Description AmountBonding Insurance 248Convention 313Membership 3,228Outreach Expense 5,043Dome Theatre 4,689Room Parties 5,332Staff Appreciation 2,9282nd/3rd Grade Recognitions 2,068Health & Saftey Program 868Fun Day for 3 grades 8,058Playgroud equipment 169Installation 299”

Raw XML Appendix159 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/PersonNm0Lorinda Medley
IRS990EZ/BooksInCareOfDetail/PhoneNum03307973900
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0245 Idaho Rd
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Youngstown
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OH
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd044515
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt037229
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt053323
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt07726
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt016094
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0225
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt037229
IRS990EZ/Form990TotalAssetsGrp/EOYAmt053323
IRS990EZ/FundraisingGrossIncomeAmt095918
IRS990EZ/GrossReceiptsAmt0106529
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt02885
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt037229
IRS990EZ/NetAssetsOrFundBalancesEOYAmt053323
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt037229
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt053323
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt015.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt210.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt310.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt415.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Lynn Mickey
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Stacey Lawson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Bethany Martinez
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Renee Purton
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Lorinda Medley
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt22nd Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt033243
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Educational Support of Students & Staff
IRS990EZ/PrintingPublicationsPostageAmt0640
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Fun Day for approximately 1200 Students An entire day of physical activities outside such as obstacles courses and games along with stops for water and snacks
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Falcon Outreach Money is used to purchase food vouchers for needy families in the school district at the holidays
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Room Parties for approximately 1200 Students 4 parties a year are thrown for the students where snacks and goodie bags are provided for each student in the elementary school
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt08058
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt15043
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt25332
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt056327
IRS990EZ/SpecialEventsNetIncomeLossAmt039591
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt034108
IRS990EZ/TotalProgramServiceExpensesAmt018433
IRS990EZ/TotalRevenueAmt050202
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt010611
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt010611
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt060340
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt060340
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportTotal509Amt070951
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt070951
IRS990ScheduleA/Total509Grp/TotalAmt070951
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt070951
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt070951
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt036521
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Catalog Fund
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Golf Outing
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt034596
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt017917
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt013323
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt065836
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt034596
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt017917
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt013323
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt065836
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt029315
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt08239
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt036521
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt018443
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt09839
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt02
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountBonding Insurance 248Convention 313Membership 3,228Outreach Expense 5,043Dome Theatre 4,689Room Parties 5,332Staff Appreciation 2,9282nd/3rd Grade Recognitions 2,068Health & Saftey Program 868Fun Day for 3 grades 8,058Playgroud equipment 169Installation 299
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
ReturnHeader/BuildTS02016-04-25 22:37:26Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0Lorinda Medley
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum03307973900
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-01-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA Ohio Congress Austintown Elementary PTA
ReturnHeader/Filer/BusinessNameControlTxt0PTAO
ReturnHeader/Filer/EIN0371738328
ReturnHeader/Filer/USAddress/AddressLine1Txt0245 Idaho Rd
ReturnHeader/Filer/USAddress/CityNm0Youngstown
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd044515
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0473739867
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Apisa Accounting and Tax Firm LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt025 N Canfield Niles Rd Suite 10
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Youngstown
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd044515
ReturnHeader/PreparerPersonGrp/PhoneNum03307198350
ReturnHeader/PreparerPersonGrp/PreparationDt02016-01-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Andrea Apisa Dilts EA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02016-01-14T09:32:29-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$53,323
Liabilities
$0
Net assets
$53,323
Revenue
$50,202
Expenses
$34,108
Net income
$16,094
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$37.2$0.00$37.2$60.8$73.2$12.5
2023Detailed filing. Detailed filing data is available for this year.$49.7$0.00$49.7$72.6$75.9$3.24
2022Detailed filing. Detailed filing data is available for this year.$52.9$0.00$52.9$74.1$67.1$7.01
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$45.9$0.00$45.9$30.6$36.1$5.45
2020Detailed filing. Detailed filing data is available for this year.$51.3$0.00$51.3$44.2$57.3$13.1
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$64.5$0.00$64.5$34.6$44.1$9.45
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$77.5$0.00$77.5$66.4$64.6$1.79
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$75.7$0.00$75.7$51.7$37.1$14.6
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$61.1$0.00$61.1$50.8$43.0$7.76
2015Detailed filing. Detailed filing data is available for this year.$53.3$0.00$53.3$50.2$34.1$16.1
2013Summary only. Only limited summary data is available for this year.$37.2$0.00$46.5$9.29$37.2