Civic Intelligence

PTA Ohio Congress

990EZ • Fiscal year 2018 • EIN 37-1738328

Jul 01, 2017 to Jun 30, 2018 • Filed on Nov 15, 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

57th percentile

0.00x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

56th percentile

0.00x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

49th percentile

2.7%

Higher net margin than 49% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

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.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

52nd percentile

2.4%

Faster asset growth than 52% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

78th percentile

29%

Faster revenue growth than 78% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Up

$77,490

Up $1,786 (+2.4%) from 2017

Net Assets

Up

$77,490

Up $1,786 (+2.4%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue

Up

$66,422

Up $14,748 (+29%) from 2017

Expenses

Up

$64,636

Up $27,581 (+74%) from 2017

Net Income

Down

$1,786

Down $12,833 (-88%) from 2017

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

2018

Assets$77,490
Liabilities$0
Net Assets$77,490

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

2018

Revenue$66,422
Expenses$64,636
Net Income$1,786
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Nov 15, 2018
Return Version
2017v2.2
Gross Receipts
$90,604
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-$10,500
COSI PROVIDES HANDS ON EXPERIENCE TO REINFORCE THE CONCEPTS OF SCIENCE TO EACH STUDENT IN THE ELEMENTARY SCHOOL-$3,576
FALCON OUTREACH MONEY IS USED TO PURCHASE FOOD VOUCHERS FOR NEEDY FAMILIES IN THE SCHOOL DISTRICT AT THE HOLIDAYS-$350
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----
Santa Shop----
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
Renee Purton
Title
President
Phone
3305552143
Signed
2018-11-15
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 AmountTEACHERS VOUCHER 2,900MEMBERSHIP 1,494OUTREACH EXPENSE 350COSI 3,577ROOM PARTIES 2,001STAFF APPRECIATION 1,7372ND/3RD GRADE RECOGNITIONS 2,077HEALTH & SAFTEY PROGRAM 66FUN DAY FOR 3 GRADES 10,500KINDERGARTEN GRADUATION 350PTA COUNCIL 7,109CONFERENCES 790REFLECTIONS 43REFUNDING 433OFFICE SUPPLIES 530MISC 484PENCIL PULL 125ART SHOW 214OHIO PTA MEMBERSHIP 1,995FLOWERS AND GIFTS 156SANTA VISIT 345EDUCATIONAL EXPENSE 470BANK FEES 65SOCIAL INSTALLATION 91YEARBOOK 7,742SANTA SHOP 12,912SCHOLARSHIP 250EASTER BUNNY 5,206BUCKET FILLER 324

Raw XML Appendix165 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/BOYAmt075704
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt077490
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt01730
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt01786
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0300
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt075704
IRS990EZ/Form990TotalAssetsGrp/EOYAmt077490
IRS990EZ/FundraisingGrossIncomeAmt042578
IRS990EZ/GrossReceiptsAmt090604
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt04688
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt075704
IRS990EZ/NetAssetsOrFundBalancesEOYAmt077490
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt075704
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt077490
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt415.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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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/PersonNm0BETHANY MARTINEZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DEB VILLERS
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/OtherExpensesTotalAmt064336
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0EDUCATIONAL SUPPORT OF STUDENTS & STAFF
IRS990EZ/ProgramServiceRevenueAmt041608
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
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt010500
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt1350
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt23576
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt024182
IRS990EZ/SpecialEventsNetIncomeLossAmt018396
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt064636
IRS990EZ/TotalProgramServiceExpensesAmt014426
IRS990EZ/TotalRevenueAmt066422
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt06418
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt09280
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt010077
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt010611
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt036386
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt084186
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt051674
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt061623
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt060340
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt0257823
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0294209
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt090604
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt060954
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt071700
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt070951
IRS990ScheduleA/Total509Grp/TotalAmt0294209
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt090604
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt060954
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt071700
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt070951
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0294209
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0CATALOG FUND
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0SANTA SHOP
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt010
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountTEACHERS VOUCHER 2,900MEMBERSHIP 1,494OUTREACH EXPENSE 350COSI 3,577ROOM PARTIES 2,001STAFF APPRECIATION 1,7372ND/3RD GRADE RECOGNITIONS 2,077HEALTH & SAFTEY PROGRAM 66FUN DAY FOR 3 GRADES 10,500KINDERGARTEN GRADUATION 350PTA COUNCIL 7,109CONFERENCES 790REFLECTIONS 43REFUNDING 433OFFICE SUPPLIES 530MISC 484PENCIL PULL 125ART SHOW 214OHIO PTA MEMBERSHIP 1,995FLOWERS AND GIFTS 156SANTA VISIT 345EDUCATIONAL EXPENSE 470BANK FEES 65SOCIAL INSTALLATION 91YEARBOOK 7,742SANTA SHOP 12,912SCHOLARSHIP 250EASTER BUNNY 5,206BUCKET FILLER 324
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0RENEE PURTON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum03305552143
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-15
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/FilingSecurityInformation/AtSubmissionCreationDeviceId007AD6A861DADD462E3F11F7D186B126F5C1BC438
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ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId0341740201912735rtz0o
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02019-05-07
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt024.239.87.206
ReturnHeader/FilingSecurityInformation/IPDt02019-05-07
ReturnHeader/FilingSecurityInformation/IPTm020:13:28
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/PreparationDt02019-05-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Andrea Apisa EA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02019-05-07T20:12:18-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

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Filings