Civic Intelligence

Southdale Elementary School PTO Inc.

990EZ • Fiscal year 2015 • EIN 45-2696730

Aug 01, 2014 to Jul 31, 2015 • Filed on Dec 09, 2015

Organization ProfileN/A
1200 W Dorothy LaneKettering, OH 45409

(937) 499-1890

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 2015

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2015

Net Margin

27th percentile

-6.5%

Higher net margin than 27% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

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.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

36th percentile

-4.6%

Faster asset growth than 36% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

15th percentile

-34%

Faster revenue growth than 15% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$45,226

Down $2,175 (-4.6%) from 2014

Net Assets

Down

$45,226

Down $2,175 (-4.6%) from 2014

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin27th percentile

Revenue

Down

$33,266

Down $17,470 (-34%) from 2014

Expenses

Down

$35,441

Down $2,273 (-6.0%) from 2014

Net Income

Down

-$2,175

Down $15,197 (-117%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth36th percentile

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

$80K$60K$40K$20K$0Assets 2011: $38,720Net Assets 2011: $38,7202011Assets 2012: $45,801Net Assets 2012: $45,8012012Assets 2013: $34,487Net Assets 2013: $34,4872013Assets 2014: $47,401Net Assets 2014: $47,4012014Assets 2015: $45,226Net Assets 2015: $45,2262015Assets 2016: $38,741Net Assets 2016: $38,7412016Assets 2017: $36,425Net Assets 2017: $36,4252017Assets 2018: $25,853Net Assets 2018: $25,8532018Assets 2019: $39,802Net Assets 2019: $39,8022019Assets 2020: $33,671Net Assets 2020: $33,6712020Assets 2021: $25,504Net Assets 2021: $25,5042021Assets 2022: $49,238Liabilities 2022: $3,247Net Assets 2022: $45,9912022Assets 2023: $52,135Liabilities 2023: $380Net Assets 2023: $51,7552023Assets 2024: $60,273Liabilities 2024: $0Net Assets 2024: $60,2732024

Highlighted filing

2015

Assets$45,226
Liabilities-
Net Assets$45,226
Open 2015 Filing

Operations Trend

Revenue Growth15th percentile

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

$60K$40K$20K$0-$20KRevenue 2011: $11,160Expenses 2011: $6,246Net Income 2011: $4,9142011Revenue 2012: $14,850Expenses 2012: $7,769Net Income 2012: $7,0812012Revenue 2013: $21,400Expenses 2013: $32,606Net Income 2013: -$11,2062013Revenue 2014: $50,736Expenses 2014: $37,714Net Income 2014: $13,0222014Revenue 2015: $33,266Expenses 2015: $35,441Net Income 2015: -$2,1752015Revenue 2016: $24,411Expenses 2016: $30,896Net Income 2016: -$6,4852016Revenue 2017: $14,718Expenses 2017: $17,034Net Income 2017: -$2,3162017Revenue 2018: $7,255Expenses 2018: $17,827Net Income 2018: -$10,5722018Revenue 2019: $26,884Expenses 2019: $12,935Net Income 2019: $13,9492019Revenue 2020: $6,756Expenses 2020: $12,887Net Income 2020: -$6,1312020Revenue 2021: $1,095Expenses 2021: $9,262Net Income 2021: -$8,1672021Revenue 2022: $20,4872022Revenue 2023: $5,764Expenses 2023: $0Net Income 2023: $5,7642023Revenue 2024: $8,518Expenses 2024: $0Net Income 2024: $8,5182024

Highlighted filing

2015

Revenue$33,266
Expenses$35,441
Net Income-$2,175
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2014 to Jul 31, 2015
Signed
Dec 9, 2015
Return Version
2014v5.0
Gross Receipts
$65,908
Mission and Program Overview

Mission

The organizations primary purpose is to support the educational and related activities of southdale elementary school, its students, parents, school personnel and community.

Program Services

DescriptionGrantsExpenses
THE ORGANIZATION PROVIDED FUNDING AND SERVICES TO THE STUDENTS, PARENTS, TEACHERS AND COMMUNITY THAT RESULTED IN ADDITIONAL EDUCATION PROGRAMS AND MATERIALS THAT WOULD HAVE OTHERWISE NOT BEEN AVAILABLE.-$35,441
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAY BORCHERSPresidentPT$0--
RACHEL J WILLIAMSTeacher/PresPT$0--
COREY KOESTERSCo-Parent/PrPT$0--
MEGAN C LAMMERSCo-Pres/ParePT$0--
HOLLY M CLARKSecretaryPT$0--
LISA MITTERTreasurerPT$0--
JODY HENDERSONV P -VoluntePT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$65,908$55,947$32,642$23,305
Total Events$65,908$55,947$32,642$23,305
Filing and Contact Details

Filer

Filer Name
Southdale Elementary School Pto Inc
EIN
45-2696730
Phone
9374991890
Address
1200 W DOROTHY LANE, KETTERING, OH 45409

Signing Officer

Name
Jay Borchers
Title
President/principal
Phone
9374991890
Signed
2015-12-09
Discuss with paid preparer
Yes

Preparer

Firm
Manning & Associates Cpas LLC
Address
PO BOX 13449, DAYTON, OH 45413-0449
Preparer
Kenneth R Wiseman CPA
Phone
9378983167
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses supplies & awards 35,441 total 35,441”

Form 990-ez, Part III

“The organizations primary purpose is to support the educational and related activities of southdale elementary school, its students, parents, school personnel and community.”

Raw XML Appendix158 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
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0KETTERING
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2COREY KOESTERS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MEGAN C LAMMERS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4HOLLY M CLARK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5LISA MITTER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6JODY HENDERSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TEACHER/PRES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2CO-PARENT/PR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3CO-PRES/PARE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6V P -VOLUNTE
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt035441
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0THE ORGANIZATIONS PRIMARY PURPOSE IS TO SUPPORT THE EDUCATIONAL AND RELATED ACTIVITIES OF SOUTHDALE ELEMENTARY SCHOOL, ITS STUDENTS, PARENTS, SCHOOL PERSONNEL AND COMMUNITY.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE ORGANIZATION PROVIDED FUNDING AND SERVICES TO THE STUDENTS, PARENTS, TEACHERS AND COMMUNITY THAT RESULTED IN ADDITIONAL EDUCATION PROGRAMS AND MATERIALS THAT WOULD HAVE OTHERWISE NOT BEEN AVAILABLE.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt035441
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt032642
IRS990EZ/SpecialEventsNetIncomeLossAmt023305
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0OH
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt035441
IRS990EZ/TotalProgramServiceExpensesAmt035441
IRS990EZ/TotalRevenueAmt033266
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt09961
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt03068
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt04884
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt017913
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt055947
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt091048
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IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt061230
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt054583
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IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
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IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt063440
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt061230
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt054583
IRS990ScheduleA/Total509Grp/TotalAmt0339277
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt065908
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt094116
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt061230
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt054583
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IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt09961
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IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt032642
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES SUPPLIES & AWARDS 35,441 TOTAL 35,441
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATIONS PRIMARY PURPOSE IS TO SUPPORT THE EDUCATIONAL AND RELATED ACTIVITIES OF SOUTHDALE ELEMENTARY SCHOOL, ITS STUDENTS, PARENTS, SCHOOL PERSONNEL AND COMMUNITY.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART III
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JAY BORCHERS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT/PRINCIPAL
ReturnHeader/BusinessOfficerGrp/PhoneNum09374991890
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-12-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SOUTHDALE ELEMENTARY SCHOOL PTO INC
ReturnHeader/Filer/BusinessNameControlTxt0SOUT
ReturnHeader/Filer/EIN0452696730
ReturnHeader/Filer/PhoneNum09374991890
ReturnHeader/Filer/USAddress/AddressLine1Txt01200 W DOROTHY LANE
ReturnHeader/Filer/USAddress/CityNm0KETTERING
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd045409
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0310984000
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MANNING & ASSOCIATES CPAS LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 13449
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0DAYTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0454130449
ReturnHeader/PreparerPersonGrp/PhoneNum09378983167
ReturnHeader/PreparerPersonGrp/PreparationDt02015-12-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KENNETH R WISEMAN CPA
ReturnHeader/ReturnTs02015-12-10T13:32:02-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-08-01
ReturnHeader/TaxPeriodEndDt02015-07-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$45,226
Liabilities
-
Net assets
$45,226
Revenue
$33,266
Expenses
$35,441
Net income
-$2,175
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$60.3$0.00$60.3$8.52$0.00$8.52
2023Detailed filing. Detailed filing data is available for this year.$52.1$0.38$51.8$5.76$0.00$5.76
2022Detailed filing. Detailed filing data is available for this year.$49.2$3.25$46.0$20.5
2021Detailed filing. Detailed filing data is available for this year.$25.5$25.5$1.10$9.26$8.17
2020Detailed filing. Detailed filing data is available for this year.$33.7$33.7$6.76$12.9$6.13
2019Detailed filing. Detailed filing data is available for this year.$39.8$39.8$26.9$12.9$13.9
2018Detailed filing. Detailed filing data is available for this year.$25.9$25.9$7.26$17.8$10.6
2017Detailed filing. Detailed filing data is available for this year.$36.4$36.4$14.7$17.0$2.32
2016Detailed filing. Detailed filing data is available for this year.$38.7$38.7$24.4$30.9$6.49
2015Detailed filing. Detailed filing data is available for this year.$45.2$45.2$33.3$35.4$2.18
2014Detailed filing. Detailed filing data is available for this year.$47.4$47.4$50.7$37.7$13.0
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$34.5$34.5$21.4$32.6$11.2
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$45.8$45.8$14.9$7.77$7.08
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$38.7$38.7$11.2$6.25$4.91