Civic Intelligence

PTA Ohio Congress

990EZ • Fiscal year 2017 • EIN 37-1738328

Jul 01, 2016 to Jun 30, 2017 • Filed on Mar 29, 2018

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

56th percentile

0.00x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

56th percentile

0.00x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

83rd percentile

28%

Higher net margin than 83% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

74th percentile

24%

Faster asset growth than 74% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

51st percentile

1.8%

Faster revenue growth than 51% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Up

$75,704

Up $14,619 (+24%) from 2016

Net Assets

Up

$75,704

Up $14,619 (+24%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Up

$51,674

Up $920 (+1.8%) from 2016

Expenses

Down

$37,055

Down $5,937 (-14%) from 2016

Net Income

Up

$14,619

Up $6,857 (+88%) from 2016

Historical Trend

Balance Sheet Trend

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

2017

Assets$75,704
Liabilities$0
Net Assets$75,704

Operations Trend

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

2017

Revenue$51,674
Expenses$37,055
Net Income$14,619
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Mar 29, 2018
Return Version
2016v3.0
Gross Receipts
$122,314
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-$10,665
FALCON OUTREACH MONEY IS USED TO PURCHASE FOOD VOUCHERS FOR NEEDY FAMILIES IN THE SCHOOL DISTRICT AT THE HOLIDAYS-$5,314
COSI PROVIDES HANDS ON EXPERIENCE TO REINFORCE THE CONCEPTS OF SCIENCE TO EACH STUDENT IN THE ELEMENTARY SCHOOL-$2,196
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
BETHANY MARTINEZPresidentPT$0--
DEB VILLERSVice PresidentPT$0--
STACIE LAWSON2nd Vice PresidentPT$0--
APRIL MCGAGAHANSecretaryPT$0--
RENEE PURTONTreasurerPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Catalog Fund$50,272$50,272$2,779$47,493
Santa Shop$15,505$15,505$11,895$3,610
Total Events$101,784$101,784$45,090$56,694
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
Bethany Martinez
Title
President
Phone
3305552143
Signed
2018-03-29
Discuss with paid preparer
No

Preparer

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

Additional Explanations

Description of other expenses Part I line 16

Description amountmagic show 295convention 304membership 4,328outreach expense 5,197cosi 5,401room parties 2,896staff appreciation 1,9672nd/3rd grade recognitions 2,059health & saftey program 155fun day for 3 grades 10,665kindergarten graduation 392pta council 470conferences 1,077reflections 98refunding 403office supplies 670misc 178pencil pull 200

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/CityNm0YOUNGSTOWN
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OH
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd044515
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IRS990EZ/MembershipDuesAmt09280
IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0BETHANY MARTINEZ
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2STACIE LAWSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3APRIL MCGAGAHAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4RENEE PURTON
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/OtherExpensesTotalAmt036755
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0EDUCATIONAL SUPPORT OF STUDENTS & STAFF
IRS990EZ/ProgramServiceRevenueAmt08358
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/DescriptionProgramSrvcAccomTxt2COSI PROVIDES HANDS ON EXPERIENCE TO REINFORCE THE CONCEPTS OF SCIENCE TO EACH STUDENT IN THE ELEMENTARY SCHOOL
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt15314
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt22196
IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/SpecialEventsNetIncomeLossAmt031144
IRS990EZ/SubjectToProxyTaxInd0false
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IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt037055
IRS990EZ/TotalProgramServiceExpensesAmt018175
IRS990EZ/TotalRevenueAmt051674
IRS990EZ/TransactionWithControlEntInd0false
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt09280
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt010077
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt010611
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt029968
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt00
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IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
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IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0CATALOG FUND
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0SANTA SHOP
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt015505
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt036007
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt015505
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt036007
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0101784
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IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt02779
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt011895
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt010
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION AMOUNTMAGIC SHOW 295CONVENTION 304MEMBERSHIP 4,328OUTREACH EXPENSE 5,197COSI 5,401ROOM PARTIES 2,896STAFF APPRECIATION 1,9672ND/3RD GRADE RECOGNITIONS 2,059HEALTH & SAFTEY PROGRAM 155FUN DAY FOR 3 GRADES 10,665KINDERGARTEN GRADUATION 392PTA COUNCIL 470CONFERENCES 1,077REFLECTIONS 98REFUNDING 403OFFICE SUPPLIES 670MISC 178PENCIL PULL 200
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0BETHANY MARTINEZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum03305552143
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-03-29
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
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ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02018-03-29
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt024.101.146.185
ReturnHeader/FilingSecurityInformation/IPDt02018-03-29
ReturnHeader/FilingSecurityInformation/IPTm014:03:22
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0473739867
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Apisa Accounting and Tax Services
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/PreparationDt02018-03-29
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Andrea Apisa EA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-03-29T13:59:09-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

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Filings