Civic Intelligence

Pleasant Ridge School Foundation Inc.

990EZ • Fiscal year 2020 • EIN 38-3753743

Jul 01, 2019 to Jun 30, 2020 • Filed on Sep 01, 2020

5945 Montgomery RoadCincinnati, OH 45213

(513) 601-6299

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

55th percentile

0.00x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

43rd percentile

0.9%

Higher net margin than 43% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

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.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

45th percentile

0.8%

Faster asset growth than 45% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

71st percentile

7.2%

Faster revenue growth than 71% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Assets

Up

$110,817

Up $883 (+0.8%) from 2019

Net Assets

Up

$110,817

Up $883 (+0.8%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue

Up

$93,805

Up $6,325 (+7.2%) from 2019

Expenses

Down

$92,923

Down $828 (-0.9%) from 2019

Net Income

Up

$882

Up $7,153 (+114%) from 2019

Historical Trend

Balance Sheet Trend

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

$200K$150K$100K$50K$0Assets 2013: $79,161Liabilities 2013: $0Net Assets 2013: $79,1612013Assets 2014: $91,697Liabilities 2014: $02014Assets 2015: $107,299Liabilities 2015: $0Net Assets 2015: $107,2992015Assets 2016: $99,133Liabilities 2016: $0Net Assets 2016: $99,1332016Assets 2017: $110,519Liabilities 2017: $0Net Assets 2017: $110,5192017Assets 2018: $116,205Liabilities 2018: $0Net Assets 2018: $116,2052018Assets 2019: $109,934Liabilities 2019: $0Net Assets 2019: $109,9342019Assets 2020: $110,817Liabilities 2020: $0Net Assets 2020: $110,8172020Assets 2021: $127,636Liabilities 2021: $0Net Assets 2021: $127,6362021Assets 2022: $158,778Liabilities 2022: $02022Assets 2023: $155,493Liabilities 2023: $0Net Assets 2023: $155,4932023Assets 2025: $195,570Liabilities 2025: $0Net Assets 2025: $195,5702025

Highlighted filing

2020

Assets$110,817
Liabilities$0
Net Assets$110,817

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2013: $46,291Expenses 2013: $44,320Net Income 2013: $1,9712013Revenue 2014: $104,148Expenses 2014: $91,612Net Income 2014: $12,5362014Revenue 2015: $107,410Expenses 2015: $96,872Net Income 2015: $10,5382015Revenue 2016: $83,391Expenses 2016: $91,557Net Income 2016: -$8,1662016Revenue 2017: $79,616Expenses 2017: $68,230Net Income 2017: $11,3862017Revenue 2018: $72,479Expenses 2018: $66,793Net Income 2018: $5,6862018Revenue 2019: $87,480Expenses 2019: $93,751Net Income 2019: -$6,2712019Revenue 2020: $93,805Expenses 2020: $92,923Net Income 2020: $8822020Revenue 2021: $76,862Expenses 2021: $60,044Net Income 2021: $16,8182021Revenue 2022: $145,507Expenses 2022: $114,365Net Income 2022: $31,1422022Revenue 2023: $127,298Expenses 2023: $130,583Net Income 2023: -$3,2852023Revenue 2025: $130,310Expenses 2025: $108,505Net Income 2025: $21,8052025

Highlighted filing

2020

Revenue$93,805
Expenses$92,923
Net Income$882
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Sep 1, 2020
Return Version
2019v5.0
Gross Receipts
$99,732
Mission and Program Overview

Mission

The activity of the foundation is to raise funds and otherwise channel resources to the school, to enhance and support the education the children receive. One hundred percent of the foundation time is devoted to direct fundraising, community enrichment, and program review and fund allocation.

Program Services

DescriptionGrantsExpenses
TEACHERS AND STAFF: TEACHERS AND STAFF MAY APPLY TO THE FOUNDATION FOR ASSISTANCE WITH PURCHASING MATERIALS FOR THE CLASSROOM, EXECUTING A PARTICULAR PROGRAM, FACILITATING AN ACADEMIC EVENT SUCH AS SCIENCE FAIR, A CULTURAL EVENT SUCH AS A MUSICAL OR A SPORTS EVENT SUCH AS GAME DAY. THEY MAY ALSO APPLY FOR FUNDS FOR SPECIFIC PROFESSIONAL DEVELOPMENT CLASSES OR PROGRAMS. STUDENTS: STUDENTS MAY APPLY FOR ASSISTANCE THROUGH THE SCHOOL TO DEFRAY CONSISTS OF SCHOOL AND EXTRA-CURRICULAR PROGRAMS RELATED TO THE SCHOOL PROGRAM AND OFFERED FOR A FEE THROUGH THE SCHOOL PROGRAM AND OFFERED FOR A FEE THROUGH THE SCHOOL THE FOUNDATION MAY PROVIDE BOOKS, SCHOOL SUPPLIES OR UNIFORMS TO THE SCHOOL FOR QUALIFYING STUDENTS.$3,338$65,556
TO PROMOTE AND SUPPORT STUDENT PARTICIPATION IN SCHOOL ATHLETIC PROGRAMS.-$23,594
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
EMMA MASSIEPresidentPT$0--
NICOLE WEBBVice Preside-$0--
SARA BOURGEOISSecretary-$0--
TAMI KAUFFMANTreasurer-$0--
COLLEEN SHERIDAN-GUYMember-$0--
JEN KRAMER-WINEMember-$0--
LAUREN POTAMember-$0--
MISSY KYRLACHMember-$0--
MICHELLE MARLOWMember-$0--
ERIN SPEARSMember-$0--
PAISLEY STARBUCKTeacher Rep-$0--
COLLEEN ARBUCKLETeacher Rep-$0--
JACKIE BONFIELDTeacher Rep-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Spaghetti Dinne$14,279$14,279$3,833$10,446
Annual Dinner$24,970$11,805$2,094$9,711
Total Events$39,249$26,084$5,927$20,157
Filing and Contact Details

Filer

Filer Name
Pleasant Ridge School Foundation
EIN
38-3753743
Phone
5136016299
Address
5945 MONTGOMERY ROAD, CINCINNATI, OH 45213

Signing Officer

Name
Emma Massie
Title
President
Phone
5137083631
Signed
2020-09-01
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 amazon prime 119 supplies 21 resource membership 35 techsoup membership 50 website expense 1,922 insurance 277 teacher support 9,563 pto programs 5,810 donation-ymca 1,000 school garden 4,116 school supplies 687 staff appreciation 1,853 foundation initiatives 11,615 boosters/athletic 23,594 restricted donation 14,592 bank fees 90 staff retreat 3,960 discretionary expenses 609 school planners 4,161 cub scout expense 3,168 retirement plaque 355 total 87,597

Form 990-ez, Part III

The activity of the foundation is to raise funds and otherwise channel resources to the school, to enhance and support the education the children receive. One hundred percent of the foundation time is devoted to direct fundraising, community enrichment, and program review and fund allocation.

Form 990-ez, Part III, Line 28

Teachers and staff: teachers and staff may apply to the foundation for assistance with purchasing materials for the classroom, executing a particular program, facilitating an academic event such as science fair, a cultural event such as a musical or a sports event such as game day. They may also apply for funds for specific professional development classes or programs. Students: students may apply for assistance through the school to defray consists of school and extra-curricular programs related to the school program and offered for a fee through the school program and offered for a fee through the school the foundation may provide books, school supplies or uniforms to the school for qualifying students.

Raw XML Appendix200 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/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDE
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IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt087597
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
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IRS990EZ/PrimaryExemptPurposeTxt0THE ACTIVITY OF THE FOUNDATION IS TO RAISE FUNDS AND OTHERWISE CHANNEL RESOURCES TO THE SCHOOL, TO ENHANCE AND SUPPORT THE EDUCATION THE CHILDREN RECEIVE. ONE HUNDRED PERCENT OF THE FOUNDATION TIME IS DEVOTED TO DIRECT FUNDRAISING, COMMUNITY ENRICHMENT, AND PROGRAM REVIEW AND FUND ALLOCATION.
IRS990EZ/PrintingPublicationsPostageAmt01338
IRS990EZ/ProgramServiceRevenueAmt029256
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TEACHERS AND STAFF: TEACHERS AND STAFF MAY APPLY TO THE FOUNDATION FOR ASSISTANCE WITH PURCHASING MATERIALS FOR THE CLASSROOM, EXECUTING A PARTICULAR PROGRAM, FACILITATING AN ACADEMIC EVENT SUCH AS SCIENCE FAIR, A CULTURAL EVENT SUCH AS A MUSICAL OR A SPORTS EVENT SUCH AS GAME DAY. THEY MAY ALSO APPLY FOR FUNDS FOR SPECIFIC PROFESSIONAL DEVELOPMENT CLASSES OR PROGRAMS. STUDENTS: STUDENTS MAY APPLY FOR ASSISTANCE THROUGH THE SCHOOL TO DEFRAY CONSISTS OF SCHOOL AND EXTRA-CURRICULAR PROGRAMS RELATED TO THE SCHOOL PROGRAM AND OFFERED FOR A FEE THROUGH THE SCHOOL PROGRAM AND OFFERED FOR A FEE THROUGH THE SCHOOL THE FOUNDATION MAY PROVIDE BOOKS, SCHOOL SUPPLIES OR UNIFORMS TO THE SCHOOL FOR QUALIFYING STUDENTS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1TO PROMOTE AND SUPPORT STUDENT PARTICIPATION IN SCHOOL ATHLETIC PROGRAMS.
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IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0ANNUAL DINNER
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES AMAZON PRIME 119 SUPPLIES 21 RESOURCE MEMBERSHIP 35 TECHSOUP MEMBERSHIP 50 WEBSITE EXPENSE 1,922 INSURANCE 277 TEACHER SUPPORT 9,563 PTO PROGRAMS 5,810 DONATION-YMCA 1,000 SCHOOL GARDEN 4,116 SCHOOL SUPPLIES 687 STAFF APPRECIATION 1,853 FOUNDATION INITIATIVES 11,615 BOOSTERS/ATHLETIC 23,594 RESTRICTED DONATION 14,592 BANK FEES 90 STAFF RETREAT 3,960 DISCRETIONARY EXPENSES 609 SCHOOL PLANNERS 4,161 CUB SCOUT EXPENSE 3,168 RETIREMENT PLAQUE 355 TOTAL 87,597
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ACTIVITY OF THE FOUNDATION IS TO RAISE FUNDS AND OTHERWISE CHANNEL RESOURCES TO THE SCHOOL, TO ENHANCE AND SUPPORT THE EDUCATION THE CHILDREN RECEIVE. ONE HUNDRED PERCENT OF THE FOUNDATION TIME IS DEVOTED TO DIRECT FUNDRAISING, COMMUNITY ENRICHMENT, AND PROGRAM REVIEW AND FUND ALLOCATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2TEACHERS AND STAFF: TEACHERS AND STAFF MAY APPLY TO THE FOUNDATION FOR ASSISTANCE WITH PURCHASING MATERIALS FOR THE CLASSROOM, EXECUTING A PARTICULAR PROGRAM, FACILITATING AN ACADEMIC EVENT SUCH AS SCIENCE FAIR, A CULTURAL EVENT SUCH AS A MUSICAL OR A SPORTS EVENT SUCH AS GAME DAY. THEY MAY ALSO APPLY FOR FUNDS FOR SPECIFIC PROFESSIONAL DEVELOPMENT CLASSES OR PROGRAMS. STUDENTS: STUDENTS MAY APPLY FOR ASSISTANCE THROUGH THE SCHOOL TO DEFRAY CONSISTS OF SCHOOL AND EXTRA-CURRICULAR PROGRAMS RELATED TO THE SCHOOL PROGRAM AND OFFERED FOR A FEE THROUGH THE SCHOOL PROGRAM AND OFFERED FOR A FEE THROUGH THE SCHOOL THE FOUNDATION MAY PROVIDE BOOKS, SCHOOL SUPPLIES OR UNIFORMS TO THE SCHOOL FOR QUALIFYING STUDENTS.
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/BuildTS02020-11-19 02:30:22Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0EMMA MASSIE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05137083631
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-09-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PLEASANT RIDGE SCHOOL FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0PLEA
ReturnHeader/Filer/EIN0383753743
ReturnHeader/Filer/PhoneNum05136016299
ReturnHeader/Filer/USAddress/AddressLine1Txt05945 MONTGOMERY ROAD
ReturnHeader/Filer/USAddress/CityNm0CINCINNATI
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ReturnHeader/FilingSecurityInformation/IPTm007:05:20
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/PreparationDt02020-09-01
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARK REDER
ReturnHeader/ReturnTs02020-09-08T07:05:20-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.96$0.00$1.96$1.30$1.09$0.22
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.
2023Detailed filing. Detailed filing data is available for this year.$1.55$0.00$1.55$1.27$1.31$0.03
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.59$0.00$1.46$1.14$0.31
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.28$0.00$1.28$0.77$0.60$0.17
2020Detailed filing. Detailed filing data is available for this year.$1.11$0.00$1.11$0.94$0.93$0.01
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.10$0.00$1.10$0.87$0.94$0.06
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.16$0.00$1.16$0.72$0.67$0.06
2017Detailed filing. Detailed filing data is available for this year.$1.11$0.00$1.11$0.80$0.68$0.11
2016Detailed filing. Detailed filing data is available for this year.$0.99$0.00$0.99$0.83$0.92$0.08
2015Detailed filing. Detailed filing data is available for this year.$1.07$0.00$1.07$1.07$0.97$0.11
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.92$0.00$1.04$0.92$0.13
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.79$0.00$0.79$0.46$0.44$0.02