Civic Intelligence

PTA Ohio Congress

990EZ • Fiscal year 2016 • EIN 37-1738328

Jul 01, 2015 to Jun 30, 2016 • Filed on Jan 12, 2017

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

56th percentile

0.00x

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

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

Liabilities / Revenue

55th percentile

0.00x

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

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

Net Margin

72nd percentile

15%

Higher net margin than 72% of similar nonprofits.

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

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.

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

Asset Growth

67th percentile

15%

Faster asset growth than 67% of similar nonprofits.

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

Revenue Growth

51st percentile

1.1%

Faster revenue growth than 51% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$61,085

Up $7,762 (+15%) from 2015

Net Assets

Up

$61,085

Up $7,762 (+15%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin72nd percentile

Revenue

Up

$50,754

Up $552 (+1.1%) from 2015

Expenses

Up

$42,992

Up $8,884 (+26%) from 2015

Net Income

Down

$7,762

Down $8,332 (-52%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth67th 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

2016

Assets$61,085
Liabilities$0
Net Assets$61,085
Open 2016 Filing

Operations Trend

Revenue Growth51st 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

2016

Revenue$50,754
Expenses$42,992
Net Income$7,762
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Jan 12, 2017
Return Version
2015v3.0
Gross Receipts
$124,296
Mission and Program Overview

Mission

Educational support of students & staff

Program Services

DescriptionGrantsExpenses
Falcon Outreach Money is used to purchase food vouchers for needy families in the school district at the holidays-$12,011
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-$8,659
Dome Theater Provides hands on experience to reinforce the concepts of science to each student in the elementary school-$5,025
Compensation and Service Providers
Top Officer Pay75th percentile

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$27,093$27,093$16,077$11,016
Santa Shop$14,672$14,672$11,379$3,293
Total Events$97,140$97,140$73,542$23,598
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
3307973900
Signed
2017-01-12
Discuss with paid preparer
Yes

Preparer

Firm
Andrea Apisa EA Accounting and Tax
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 AmountBonding Insurance 625Convention 125Membership 3,642Outreach Expense 12,011Dome Theatre 5,025Room Parties 2,833Staff Appreciation 2,1002nd/3rd Grade Recognitions 2,207Health & Saftey Program 638Fun Day for 3 grades 8,659Kindergarten Graduation 477PTA council 1,164Conferences 861Reflections 148Refunding 310Retirement gift 50Easter Bunny 1,313”

Raw XML Appendix163 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/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/BOYAmt053323
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt061085
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt06567
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt07762
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0300
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt053323
IRS990EZ/Form990TotalAssetsGrp/EOYAmt061085
IRS990EZ/FundraisingGrossIncomeAmt097140
IRS990EZ/GrossReceiptsAmt0124296
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt03510
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt053323
IRS990EZ/NetAssetsOrFundBalancesEOYAmt061085
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt053323
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt061085
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/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/OtherExpensesTotalAmt042188
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Educational Support of Students & Staff
IRS990EZ/PrintingPublicationsPostageAmt0504
IRS990EZ/ProgramServiceRevenueAmt017079
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/DescriptionProgramSrvcAccomTxt2Dome Theater Provides hands on experience to reinforce the concepts of science to each student in the elementary school
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt08659
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt112011
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt25025
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt073542
IRS990EZ/SpecialEventsNetIncomeLossAmt023598
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt042992
IRS990EZ/TotalProgramServiceExpensesAmt025695
IRS990EZ/TotalRevenueAmt050754
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt010077
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt010611
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt020688
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt061623
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt060340
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt0121963
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportTotal509Amt0142651
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt071700
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt070951
IRS990ScheduleA/Total509Grp/TotalAmt0142651
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt071700
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt070951
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0142651
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt073542
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Catalog Fund
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Santa Shop
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt027093
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt014672
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt055375
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt097140
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt027093
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt014672
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt055375
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt097140
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt023598
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt046086
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt073542
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt016077
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt011379
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt010
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountBonding Insurance 625Convention 125Membership 3,642Outreach Expense 12,011Dome Theatre 5,025Room Parties 2,833Staff Appreciation 2,1002nd/3rd Grade Recognitions 2,207Health & Saftey Program 638Fun Day for 3 grades 8,659Kindergarten Graduation 477PTA council 1,164Conferences 861Reflections 148Refunding 310Retirement gift 50Easter Bunny 1,313
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Bethany Martinez
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum03307973900
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-01-12
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/BusinessNameLine1Txt0Andrea Apisa EA Accounting and Tax
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/PreparationDt02017-01-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Andrea Apisa EA
ReturnHeader/ReturnTs02017-01-15T14:30:52-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$61,085
Liabilities
$0
Net assets
$61,085
Revenue
$50,754
Expenses
$42,992
Net income
$7,762
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
2016Detailed filing. Detailed filing data is available for this year.$61.1$0.00$61.1$50.8$43.0$7.76
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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