Civic Intelligence

Morgan Elementary PTO

990EZ • Fiscal year 2021 • EIN 38-3704501

Jul 01, 2020 to Jun 30, 2021 • Filed on Sep 17, 2021

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

56th percentile

0.00x

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

56th percentile

0.00x

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Net Margin

83rd percentile

43%

Higher net margin than 83% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

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.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

69th percentile

24%

Faster asset growth than 69% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

34th percentile

-16%

Faster revenue growth than 34% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Assets

Up

$49,400

Up $9,705 (+24%) from 2020

Net Assets

Up

$49,400

Up $9,705 (+24%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue

Down

$22,723

Down $4,363 (-16%) from 2020

Expenses

Down

$13,017

Down $975 (-7.0%) from 2020

Net Income

Down

$9,706

Down $3,388 (-26%) from 2020

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

2021

Assets$49,400
Liabilities$0
Net Assets$49,400

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

2021

Revenue$22,723
Expenses$13,017
Net Income$9,706
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Sep 17, 2021
Return Version
2020v4.0
Gross Receipts
$30,691
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.-$10,654
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
SARA SCHOENECKERPresidentPT$0--
DANIELLE RUSKUPCo-Vice PresPT$0--
KAITLIN FLIEHMANCo-Vice PresPT$0--
ANGELA BALASHTreasurerPT$0--
ANDREA MEYERSecretaryPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Mum Fundraiser$5,414$5,414-$5,414
Basket Bonanza$9,149$5,203$3,946$1,257
Total Events$14,563$10,617$3,946$6,671
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
Angela Balash
Title
Treasurer
Phone
5137381986
Signed
2021-09-17
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 16

Expenses advertising and promotion 700 office supplies 40 bank fees 12 other, maintenance 67 insurance 100 carnival 58 bus driver appreciation 240 drive in movie night 1,060 hospitality teacher 419 kindergarten shirts 691 ppe pandemic essentials 683 field day 2,544 red ribbon week 158 staff appreication 2,742 teacher support 1,739 student enrichment 320 total 11,573

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 Appendix172 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
CompensationExplanation/CompensationExplanationGrp/PersonNm0SARA SCHOENECKER
CompensationExplanation/CompensationExplanationGrp/PersonNm1DANIELLE RUSKUP
CompensationExplanation/CompensationExplanationGrp/PersonNm2KAITLIN FLIEHMAN
CompensationExplanation/CompensationExplanationGrp/PersonNm3ANGELA BALASH
CompensationExplanation/CompensationExplanationGrp/PersonNm4ANDREA MEYER
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0ANGELA BALASH
IRS990EZ/BooksInCareOfDetail/PhoneNum05137381986
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt03427 CHAPEL RD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0HAMILTON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OH
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd045013
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt039694
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt049400
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt08499
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt09706
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01444
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt039694
IRS990EZ/Form990TotalAssetsGrp/EOYAmt049400
IRS990EZ/FundraisingGrossIncomeAmt022187
IRS990EZ/GrossReceiptsAmt030691
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt05
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt039694
IRS990EZ/NetAssetsOrFundBalancesEOYAmt049400
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt039694
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt049400
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt210.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt310.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt410.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0SARA SCHOENECKER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DANIELLE RUSKUP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2KAITLIN FLIEHMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ANGELA BALASH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4ANDREA MEYER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1CO-VICE PRES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2CO-VICE PRES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt011573
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
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/ProgramServiceExpensesAmt010654
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt07968
IRS990EZ/SpecialEventsNetIncomeLossAmt014219
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0OH
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt013017
IRS990EZ/TotalProgramServiceExpensesAmt010654
IRS990EZ/TotalRevenueAmt022723
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt08499
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt017572
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt05725
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt014037
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt045833
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt05
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt05
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt06
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt03
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt019
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt022187
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt049137
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt052343
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt055456
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0179123
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt05
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt05
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt06
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt03
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt019
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99990
IRS990ScheduleA/PublicSupportPY509Pct00.99990
IRS990ScheduleA/PublicSupportTotal509Amt0224956
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt030686
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt066709
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt058068
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt069493
IRS990ScheduleA/Total509Grp/TotalAmt0224956
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt030691
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt066714
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt058074
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt069496
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0224975
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt03946
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt03946
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt03946
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0BASKET BONANZA
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0MUM FUNDRAISER
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt09149
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt05414
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt014563
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt05203
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt05414
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt010617
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt06671
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt03946
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt03946
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES ADVERTISING AND PROMOTION 700 OFFICE SUPPLIES 40 BANK FEES 12 OTHER, MAINTENANCE 67 INSURANCE 100 CARNIVAL 58 BUS DRIVER APPRECIATION 240 DRIVE IN MOVIE NIGHT 1,060 HOSPITALITY TEACHER 419 KINDERGARTEN SHIRTS 691 PPE PANDEMIC ESSENTIALS 683 FIELD DAY 2,544 RED RIBBON WEEK 158 STAFF APPREICATION 2,742 TEACHER SUPPORT 1,739 STUDENT ENRICHMENT 320 TOTAL 11,573
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1MORGAN 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/ExplanationTxt2THE 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 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III, LINE 28
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ANGELA BALASH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05137381986
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-09-17
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
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/PreparationDt02021-09-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARK REDER
ReturnHeader/ReturnTs02021-10-08T07:19:38-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ANGELA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BALASH
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings