Civic Intelligence

Morgan Elementary PTO

990EZ • Fiscal year 2018 • EIN 38-3704501

Jul 01, 2017 to Jun 30, 2018 • Filed on Oct 30, 2018

3427 Chapel RdHamilton, OH 45013

(513) 738-1986

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2018

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2018

Net Margin

46th percentile

1.3%

Higher net margin than 46% of similar nonprofits.

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

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% 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

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2018

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2018

Assets

$27,675

No earlier filing loaded for comparison.

Net Assets

$27,675

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue

$36,907

No earlier filing loaded for comparison.

Expenses

$36,417

No earlier filing loaded for comparison.

Net Income

$490

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$60K$40K$20K$0Assets 2018: $27,675Liabilities 2018: $0Net Assets 2018: $27,6752018Assets 2019: $26,601Liabilities 2019: $0Net Assets 2019: $26,6012019Assets 2020: $39,695Liabilities 2020: $0Net Assets 2020: $39,6952020Assets 2021: $49,400Liabilities 2021: $0Net Assets 2021: $49,4002021Assets 2022: $55,352Liabilities 2022: $0Net Assets 2022: $55,3522022Assets 2023: $55,368Liabilities 2023: $0Net Assets 2023: $55,3682023Assets 2024: $53,898Liabilities 2024: $0Net Assets 2024: $53,8982024

Highlighted filing

2018

Assets$27,675
Liabilities$0
Net Assets$27,675

Operations Trend

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

$40K$30K$20K$10K$0-$10KRevenue 2018: $36,907Expenses 2018: $36,417Net Income 2018: $4902018Revenue 2019: $34,917Expenses 2019: $36,091Net Income 2019: -$1,1742019Revenue 2020: $27,086Expenses 2020: $13,992Net Income 2020: $13,0942020Revenue 2021: $22,723Expenses 2021: $13,017Net Income 2021: $9,7062021Revenue 2022: $29,045Expenses 2022: $23,093Net Income 2022: $5,9522022Revenue 2023: $28,398Expenses 2023: $28,382Net Income 2023: $162023Revenue 2024: $24,128Expenses 2024: $25,364Net Income 2024: -$1,2362024

Highlighted filing

2018

Revenue$36,907
Expenses$36,417
Net Income$490
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Oct 30, 2018
Return Version
2017v2.3
Gross Receipts
$69,496
Mission and Program Overview

Mission

Morgan elementary pto strives to promote a cooperative relationship among parents, teachers and students in order to enhance the education environment and experience of its students.

Program Services

DescriptionGrantsExpenses
THE KEY ACCOMPLISHMENTS OF THE ORGANIZATION ARE: A.)HOST EXTRACURRICULAR ACTIVITIES THAT ENCOURAGE FAMILY INVOLVEMENT AND COMMUNITY OUTREACH B.) SUPPORT SCHOOL ACTIVITIES AND INCREASE SCHOOL SPIRIT C.) SUPPORT THE SCHOOL STAFF D.) COORDINATE VOLUNTEER PARTICIPATION TO SUPPORT SCHOOL PROGRAMS E.) RAISE FUNDS FOR SUPPLEMENTAL SERVICES, EQUIPMENT AND SUPPLIES.-$36,267
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
AMY ESCHENBACHTreasurer-$0--
MICHELLE MCKEANSecretary-$0--
MELINDA KELLEYCo-PresidentPT$0--
CHRISTINE O'CONNERCo-PresidentPT$0--
DANIELLE RAUSKAUPVice Preside-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Carnival$31,989$23,578$10,463$13,115
Santa Shop$10,809$10,809$8,332$2,477
Total Events$53,250$44,839$30,855$13,984
Filing and Contact Details

Filer

Filer Name
Morgan Elementary Pto
EIN
38-3704501
Phone
5137381986
Address
3427 CHAPEL RD, HAMILTON, OH 45013

Signing Officer

Name
Amy Eschenbach
Title
Treasurer
Phone
5137381986
Signed
2018-10-30
Discuss with paid preparer
Yes

Preparer

Firm
Sheldon Reder Cpas Inc
Address
1230 SPRINGFIELD PIKE, CINCINNATI, OH 45215
Preparer
Mark Reder
Phone
5137714100
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8

Art frame income 4,843 field day shirts 2,825 kindergarten shirts 568 total 8,236

Form 990-ez, Part I, Line 16

Art frame income art frame 5,059 field day shirts field day shirt expense 2,574 kindergarten shirts kindergarten shirt expens 591 expenses insurance 100 ar shopping 2,260 book fair vouchers 2,670 cookies with santa 927 cosi 1,171 door locks 2,043 field day 1,082 grandparents day 785 madcap puppets 995 planetarium 925 red ribbon week 327 school sign 5,750 staff appreication 2,886 oh charitable registratio 50 teacher support 2,347 laminator 1,815 student enrichment 1,468 miscellaneous 592 total 36,417

Form 990-ez, Part III

Morgan elementary pto strives to promote a cooperative relationship among parents, teachers and students in order to enhance the education environment and experience of its students.

Form 990-ez, Part III, Line 28

The key accomplishments of the organization are: a.)host extracurricular activities that encourage family involvement and community outreach b.) support school activities and increase school spirit c.) support the school staff d.) coordinate volunteer participation to support school programs e.) raise funds for supplemental services, equipment and supplies.

Raw XML Appendix166 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/OfficerDirectorTrusteeEmplGrp/TitleTxt4VICE PRESIDE
IRS990EZ/OperateHospitalInd0false
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IRS990EZ/OtherExpensesTotalAmt036417
IRS990EZ/OtherRevenueTotalAmt08236
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IRS990EZ/PrimaryExemptPurposeTxt0MORGAN ELEMENTARY PTO STRIVES TO PROMOTE A COOPERATIVE RELATIONSHIP AMONG PARENTS, TEACHERS AND STUDENTS IN ORDER TO ENHANCE THE EDUCATION ENVIRONMENT AND EXPERIENCE OF ITS STUDENTS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE KEY ACCOMPLISHMENTS OF THE ORGANIZATION ARE: A.)HOST EXTRACURRICULAR ACTIVITIES THAT ENCOURAGE FAMILY INVOLVEMENT AND COMMUNITY OUTREACH B.) SUPPORT SCHOOL ACTIVITIES AND INCREASE SCHOOL SPIRIT C.) SUPPORT THE SCHOOL STAFF D.) COORDINATE VOLUNTEER PARTICIPATION TO SUPPORT SCHOOL PROGRAMS E.) RAISE FUNDS FOR SUPPLEMENTAL SERVICES, EQUIPMENT AND SUPPLIES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt036267
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ART FRAME INCOME 4,843 FIELD DAY SHIRTS 2,825 KINDERGARTEN SHIRTS 568 TOTAL 8,236
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ART FRAME INCOME ART FRAME 5,059 FIELD DAY SHIRTS FIELD DAY SHIRT EXPENSE 2,574 KINDERGARTEN SHIRTS KINDERGARTEN SHIRT EXPENS 591 EXPENSES INSURANCE 100 AR SHOPPING 2,260 BOOK FAIR VOUCHERS 2,670 COOKIES WITH SANTA 927 COSI 1,171 DOOR LOCKS 2,043 FIELD DAY 1,082 GRANDPARENTS DAY 785 MADCAP PUPPETS 995 PLANETARIUM 925 RED RIBBON WEEK 327 SCHOOL SIGN 5,750 STAFF APPREICATION 2,886 OH CHARITABLE REGISTRATIO 50 TEACHER SUPPORT 2,347 LAMINATOR 1,815 STUDENT ENRICHMENT 1,468 MISCELLANEOUS 592 TOTAL 36,417
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2MORGAN ELEMENTARY PTO STRIVES TO PROMOTE A COOPERATIVE RELATIONSHIP AMONG PARENTS, TEACHERS AND STUDENTS IN ORDER TO ENHANCE THE EDUCATION ENVIRONMENT AND EXPERIENCE OF ITS STUDENTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE KEY ACCOMPLISHMENTS OF THE ORGANIZATION ARE: A.)HOST EXTRACURRICULAR ACTIVITIES THAT ENCOURAGE FAMILY INVOLVEMENT AND COMMUNITY OUTREACH B.) SUPPORT SCHOOL ACTIVITIES AND INCREASE SCHOOL SPIRIT C.) SUPPORT THE SCHOOL STAFF D.) COORDINATE VOLUNTEER PARTICIPATION TO SUPPORT SCHOOL PROGRAMS E.) RAISE FUNDS FOR SUPPLEMENTAL SERVICES, EQUIPMENT AND SUPPLIES.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III, LINE 28
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0AMY ESCHENBACH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05137381986
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-10-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MORGAN ELEMENTARY PTO
ReturnHeader/Filer/BusinessNameControlTxt0MORG
ReturnHeader/Filer/EIN0383704501
ReturnHeader/Filer/PhoneNum05137381986
ReturnHeader/Filer/USAddress/AddressLine1Txt03427 CHAPEL RD
ReturnHeader/Filer/USAddress/CityNm0HAMILTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd045013
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ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0209.173.142.130
ReturnHeader/FilingSecurityInformation/IPDt02018-11-08
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm006:45:46
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0311340869
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SHELDON REDER CPAS INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01230 SPRINGFIELD PIKE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CINCINNATI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd045215
ReturnHeader/PreparerPersonGrp/PhoneNum05137714100
ReturnHeader/PreparerPersonGrp/PreparationDt02018-10-30
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARK REDER
ReturnHeader/ReturnTs02018-11-08T07:45:46-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

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