Civic Intelligence

Southdale Elementary School PTO Inc.

990EZ • Fiscal year 2018 • EIN 45-2696730

Aug 01, 2017 to Jul 31, 2018 • Filed on Feb 06, 2019

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 2018

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2018

Net Margin

4th percentile

-146%

Higher net margin than 4% of similar nonprofits.

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

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.

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

Asset Growth

16th percentile

-29%

Faster asset growth than 16% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

9th percentile

-51%

Faster revenue growth than 9% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$25,853

Down $10,572 (-29%) from 2017

Net Assets

Down

$25,853

Down $10,572 (-29%) from 2017

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin4th percentile

Revenue

Down

$7,255

Down $7,463 (-51%) from 2017

Expenses

Up

$17,827

Up $793 (+4.7%) from 2017

Net Income

Down

-$10,572

Down $8,256 (-356%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth16th 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

2018

Assets$25,853
Liabilities-
Net Assets$25,853
Open 2018 Filing

Operations Trend

Revenue Growth9th 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

2018

Revenue$7,255
Expenses$17,827
Net Income-$10,572
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2017 to Jul 31, 2018
Signed
Feb 6, 2019
Return Version
2017v2.3
Gross Receipts
$48,433
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.-$17,827
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
RACHEL J WILLIAMSTeacher/Pres-$0--
REBECCA GIGGYBoard Member-$0--
MEGAN C LAMMERSBoard Member-$0--
HOLLY M CLARKSecretary-$0--
EMILY DOLSONTreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$48,433$44,819$41,178$3,641
Total Events$48,433$44,819$41,178$3,641
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
Emily Dolson
Title
Treasurer
Phone
9374991890
Signed
2019-02-06
Discuss with paid preparer
Yes

Preparer

Firm
Manning & Associates Cpas LLC
Address
PO BOX 13449, DAYTON, OH 45413-0449
Preparer
Sandra L Comer CPA
Phone
9378983167
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses supplies & awards 17,827 total 17,827”

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 Appendix160 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/PhoneNum09374991890
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0KETTERING
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OH
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd045409
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt036425
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IRS990EZ/ExcessOrDeficitForYearAmt0-10572
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IRS990EZ/InfoInScheduleOPartIIIInd0X
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IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0RACHEL J WILLIAMS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1REBECCA GIGGY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MEGAN C LAMMERS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3HOLLY M CLARK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4EMILY DOLSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TEACHER/PRES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt017827
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/ProgramServiceExpensesAmt017827
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt041178
IRS990EZ/SpecialEventsNetIncomeLossAmt03641
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0OH
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt017827
IRS990EZ/TotalProgramServiceExpensesAmt017827
IRS990EZ/TotalRevenueAmt07255
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt03614
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt08975
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt09847
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt09961
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt03068
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt035465
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt044819
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt042002
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt038319
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt055947
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt091048
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt0272135
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0307600
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt048433
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt050977
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt048166
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt065908
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt094116
IRS990ScheduleA/Total509Grp/TotalAmt0307600
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt048433
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt050977
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt094116
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0307600
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt03614
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt03614
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt041178
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt048433
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt044819
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt044819
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt03641
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt041178
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt041178
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES SUPPLIES & AWARDS 17,827 TOTAL 17,827
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/BuildTS02019-02-21 02:37:17Z
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ReturnHeader/BusinessOfficerGrp/PhoneNum09374991890
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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
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ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm012:59:28
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0310984000
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 13449
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0DAYTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0454130449
ReturnHeader/PreparerPersonGrp/PhoneNum09378983167
ReturnHeader/PreparerPersonGrp/PreparationDt02019-02-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SANDRA L COMER CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02019-02-06T12:59:28-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-08-01
ReturnHeader/TaxPeriodEndDt02018-07-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$25,853
Liabilities
-
Net assets
$25,853
Revenue
$7,255
Expenses
$17,827
Net income
-$10,572
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