Civic Intelligence

Southdale Elementary School PTO Inc.

990EZ • Fiscal year 2021 • EIN 45-2696730

Aug 01, 2020 to Jul 31, 2021 • Filed on Dec 15, 2021

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 2021

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2021

Net Margin

2nd percentile

-746%

Higher net margin than 2% 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

16th percentile

-24%

Faster asset growth than 16% of similar nonprofits.

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

Revenue Growth

6th percentile

-84%

Faster revenue growth than 6% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$25,504

Down $8,167 (-24%) from 2020

Net Assets

Down

$25,504

Down $8,167 (-24%) from 2020

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin2nd percentile

Revenue

Down

$1,095

Down $5,661 (-84%) from 2020

Expenses

Down

$9,262

Down $3,625 (-28%) from 2020

Net Income

Down

-$8,167

Down $2,036 (-33%) from 2020

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

2021

Assets$25,504
Liabilities-
Net Assets$25,504
Open 2021 Filing

Operations Trend

Revenue Growth6th 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

2021

Revenue$1,095
Expenses$9,262
Net Income-$8,167
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2020 to Jul 31, 2021
Signed
Dec 15, 2021
Return Version
2020v4.0
Gross Receipts
$10,382
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.-$9,262
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAN PALMERPrincipal/Bo-$0--
JENNIFER SMITHPresident-$0--
DORI DASKALAKISBoard Member-$0--
HOLLY BEARDBoard Member-$0--
HEATHER MCDEVITTSecretary-$0--
EMILY DOLSONTreasurer-$0--
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
2021-12-15
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 9,262 total 9,262”

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 Appendix152 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/PersonNm0DAN PALMER
CompensationExplanation/CompensationExplanationGrp/PersonNm1JENNIFER SMITH
CompensationExplanation/CompensationExplanationGrp/PersonNm2DORI DASKALAKIS
CompensationExplanation/CompensationExplanationGrp/PersonNm3HOLLY BEARD
CompensationExplanation/CompensationExplanationGrp/PersonNm4HEATHER MCDEVITT
CompensationExplanation/CompensationExplanationGrp/PersonNm5EMILY DOLSON
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0EMILY DOLSON
IRS990EZ/BooksInCareOfDetail/PhoneNum09372695628
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01200 W DOROTHY LANE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0KETTERING
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OH
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd045409
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt033671
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt025504
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-8167
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt033671
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IRS990EZ/FundraisingGrossIncomeAmt010382
IRS990EZ/GrossReceiptsAmt010382
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt033671
IRS990EZ/NetAssetsOrFundBalancesEOYAmt025504
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt033671
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt025504
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0DAN PALMER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JENNIFER SMITH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2DORI DASKALAKIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3HOLLY BEARD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4HEATHER MCDEVITT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5EMILY DOLSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRINCIPAL/BO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt09262
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/ProgramServiceExpensesAmt09262
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt09287
IRS990EZ/SpecialEventsNetIncomeLossAmt01095
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0OH
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt09262
IRS990EZ/TotalProgramServiceExpensesAmt09262
IRS990EZ/TotalRevenueAmt01095
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0297
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt01305
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt03614
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt08975
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt014191
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt010382
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt022810
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt062844
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt048819
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt042002
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt0186857
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0201048
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt010382
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt023107
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt064149
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt052433
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt050977
IRS990ScheduleA/Total509Grp/TotalAmt0201048
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt010382
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt023107
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt064149
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt052433
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt050977
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0201048
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES SUPPLIES & AWARDS 9,262 TOTAL 9,262
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/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0EMILY DOLSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09374991890
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-12-15
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/PreparationDt02021-12-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SANDRA L COMER CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02021-12-15T13:42:12-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0EMILY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0DOLSON
ReturnHeader/TaxPeriodBeginDt02020-08-01
ReturnHeader/TaxPeriodEndDt02021-07-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$25,504
Liabilities
-
Net assets
$25,504
Revenue
$1,095
Expenses
$9,262
Net income
-$8,167
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