Civic Intelligence

Morgan Elementary PTO

990EZ • Fiscal year 2019 • EIN 38-3704501

Jul 01, 2018 to Jun 30, 2019 • Filed on Sep 09, 2019

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

57th percentile

0.00x

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

57th percentile

0.00x

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

33rd percentile

-3.4%

Higher net margin than 33% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

37th percentile

-3.9%

Faster asset growth than 37% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

40th percentile

-5.4%

Faster revenue growth than 40% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Assets

Down

$26,601

Down $1,074 (-3.9%) from 2018

Net Assets

Down

$26,601

Down $1,074 (-3.9%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue

Down

$34,917

Down $1,990 (-5.4%) from 2018

Expenses

Down

$36,091

Down $326 (-0.9%) from 2018

Net Income

Down

-$1,174

Down $1,664 (-340%) from 2018

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

2019

Assets$26,601
Liabilities$0
Net Assets$26,601

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

2019

Revenue$34,917
Expenses$36,091
Net Income-$1,174
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Sep 9, 2019
Return Version
2018v3.1
Gross Receipts
$58,074
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.-$34,523
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MICHELLE BECKMANTreasurerPT$0--
MICHELLE MCKEANPresidentPT$0--
MELINDA KELLEYVice PresidePT$0--
CHRISTINE O'CONNERSecretaryPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Carnival$18,042$17,119$2,606$14,513
Santa Shop$11,898$11,898$7,119$4,779
Total Events$39,674$38,751$20,312$18,439
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
Michelle Beckman
Title
Treasurer
Phone
5137381986
Signed
2019-09-09
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 6,915 field day shirts 3,120 total 10,035

Form 990-ez, Part I, Line 16

Art frame income art frame 6,562 field day shirts field day shirt expense 2,619 expenses advertising and promotion 625 office 143 insurance 100 ar shopping 2,546 book fair vouchers 3,579 cookies with santa 153 cosi 892 field day 781 grandparents day 792 school/steam expense 8,107 staff appreication 1,064 oh charitable registratio 100 teacher support 4,247 student enrichment 2,706 miscellaneous 180 book fair 295 total 35,491

Form 990-ez, Part I, Line 20

Prior period adjustment 100

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 Appendix171 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/CityNm0HAMILTON
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3CHRISTINE O'CONNER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OperateHospitalInd0false
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IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt0100
IRS990EZ/OtherExpensesTotalAmt035491
IRS990EZ/OtherRevenueTotalAmt010035
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
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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/ProgramServiceExpensesAmt034523
IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
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IRS990EZ/SpecialEventsNetIncomeLossAmt019151
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0OH
IRS990EZ/SubjectToProxyTaxInd0false
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IRS990EZ/TotalExpensesAmt036091
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IRS990EZ/TotalRevenueAmt034917
IRS990EZ/TransactionWithControlEntInd0false
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IRS990EZ/TypeOfOrganizationCorpInd0X
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt05725
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt014037
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IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt058068
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IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt02606
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IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt03169
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ART FRAME INCOME 6,915 FIELD DAY SHIRTS 3,120 TOTAL 10,035
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ART FRAME INCOME ART FRAME 6,562 FIELD DAY SHIRTS FIELD DAY SHIRT EXPENSE 2,619 EXPENSES ADVERTISING AND PROMOTION 625 OFFICE 143 INSURANCE 100 AR SHOPPING 2,546 BOOK FAIR VOUCHERS 3,579 COOKIES WITH SANTA 153 COSI 892 FIELD DAY 781 GRANDPARENTS DAY 792 SCHOOL/STEAM EXPENSE 8,107 STAFF APPREICATION 1,064 OH CHARITABLE REGISTRATIO 100 TEACHER SUPPORT 4,247 STUDENT ENRICHMENT 2,706 MISCELLANEOUS 180 BOOK FAIR 295 TOTAL 35,491
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PRIOR PERIOD ADJUSTMENT 100
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3MORGAN 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/ExplanationTxt4THE 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 I, LINE 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART III, LINE 28
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MICHELLE BECKMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05137381986
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-09-09
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/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0209.173.142.130
ReturnHeader/FilingSecurityInformation/IPDt02019-09-20
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm006:47:50
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/PreparationDt02019-09-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARK REDER
ReturnHeader/ReturnTs02019-09-20T06:47:50-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

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