Civic Intelligence

Woodland Elementary PTO

990EZ • Fiscal year 2017 • EIN 45-5579973

Jul 01, 2016 to Jun 30, 2017 • Filed on Oct 17, 2017

Organization ProfileN/A
6923 Dutchland BlvdMiddletown, OH 45044

(513) 255-1649

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 2017

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2017

Net Margin

25th percentile

-9.0%

Higher net margin than 25% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

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.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

21st percentile

-19%

Faster asset growth than 21% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

60th percentile

8.1%

Faster revenue growth than 60% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$20,145

Down $4,788 (-19%) from 2016

Net Assets

Down

$20,145

Down $4,788 (-19%) from 2016

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin25th percentile

Revenue

Up

$53,425

Up $4,006 (+8.1%) from 2016

Expenses

Up

$58,213

Up $5,143 (+9.7%) from 2016

Net Income

Down

-$4,788

Down $1,137 (-31%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth21st percentile

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

$30K$20K$10K$0Assets 2014: $29,120Net Assets 2014: $29,1202014Assets 2015: $28,584Net Assets 2015: $28,5842015Assets 2016: $24,933Net Assets 2016: $24,9332016Assets 2017: $20,145Net Assets 2017: $20,1452017Assets 2018: $20,866Net Assets 2018: $20,8662018Assets 2019: $28,379Net Assets 2019: $28,3792019Assets 2020: $28,513Net Assets 2020: $28,5132020Assets 2021: $17,116Net Assets 2021: $17,1162021Assets 2022: $24,796Net Assets 2022: $24,7962022Assets 2023: $24,365Net Assets 2023: $24,3652023

Highlighted filing

2017

Assets$20,145
Liabilities-
Net Assets$20,145
Open 2017 Filing

Operations Trend

Revenue Growth60th percentile

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

$100K$50K$0-$50KRevenue 2014: $31,842Expenses 2014: $29,221Net Income 2014: $2,6212014Revenue 2015: $60,516Expenses 2015: $61,052Net Income 2015: -$5362015Revenue 2016: $49,419Expenses 2016: $53,070Net Income 2016: -$3,6512016Revenue 2017: $53,425Expenses 2017: $58,213Net Income 2017: -$4,7882017Revenue 2018: $53,053Expenses 2018: $52,332Net Income 2018: $7212018Revenue 2019: $81,309Expenses 2019: $73,796Net Income 2019: $7,5132019Revenue 2020: $51,771Expenses 2020: $51,637Net Income 2020: $1342020Revenue 2021: $6,971Expenses 2021: $18,368Net Income 2021: -$11,3972021Revenue 2022: $41,374Expenses 2022: $33,694Net Income 2022: $7,6802022Revenue 2023: $41,664Expenses 2023: $42,095Net Income 2023: -$4312023

Highlighted filing

2017

Revenue$53,425
Expenses$58,213
Net Income-$4,788
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Oct 17, 2017
Return Version
2016v3.0
Gross Receipts
$69,097
Mission and Program Overview

Mission

To provide support for Woodland Elementary students and staff

Program Services

DescriptionGrantsExpenses
SCHOOL WIDE PROGRAMS-$10,461
PLAYGROUND EQUIPMENT & STEAM LAB TECHNOLOGY$9,000$9,000
GRADE LEVEL AND EDUCATIONAL SUPPORT-$5,587
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAIME LYDENCo-President-$0--
KAREN WHEATLEYCo-President-$0--
DONNA HANSONTreasurer-$0--
JENNIFER COLECo Secretary-$0--
ELIZABETH BROWNINGDpc Rep-$0--
AMANDA UPSHAWDpc Rep-$0--
CARRIE FURNISHCo Secretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Magazine sale$19,624$19,624$9,813$9,811
Carnival$9,230$9,230$5,859$3,371
Total Events$28,854$28,854$15,672$13,182
Filing and Contact Details

Filer

Filer Name
Woodland Elementary Pto
EIN
45-5579973
Phone
5132551649
Address
6923 Dutchland Blvd, Middletown, OH 45044

Signing Officer

Name
Donna Hanson
Title
Treasurer
Phone
5132551649
Signed
2017-10-17
Discuss with paid preparer
Yes

Preparer

Firm
Locey Mitchell & Associates Ltd
Address
4760 Red Bank Expressway Suite 216, CINCINNATI, OH 45227
Preparer
Michelle R Locey
Phone
5132813333
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 10

“Donations to school - steam lab and playground; donation to school; woodland elementary school: 6923”

Form 990EZ, Part I, Line 16

“Admin expenses 336.”

Form 990EZ, Part I, Line 16

“Grade level and educational support 5587.”

Form 990EZ, Part I, Line 16

“Schoolwide programs 10461.”

Form 990EZ, Part I, Line 16

“Camp Kern 10513.”

Form 990EZ, Part I, Line 16

“Insurance 205.”

Form 990EZ, Part I, Line 16

“Memberships 378.”

Form 990EZ, Part I, Line 16

“After school activities 6517.”

Form 990EZ, Part I, Line 16

“Chess club 5355.”

Form 990EZ, Part I, Line 16

“Book fair 6334.”

Form 990EZ, Part I, Line 16

“Field trips 1239.”

Form 990EZ, Part I, Line 16

“Spiritwear 621.”

Form 990EZ, Part I, Line 16

“Scrip cards and box tops 897.”

Form 990EZ, Part I, Line 16

“Puzzlemania 633.”

Form 990EZ, Part I, Line 16

“Miscellaneous unreconciled difference 137.”

Raw XML Appendix202 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0DONNA HANSON
IRS990EZ/BooksInCareOfDetail/PhoneNum05133607042
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0680 W Arielle Court
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Monroe
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OH
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd045050
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt024933
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt020145
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt04250
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-4788
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt024933
IRS990EZ/Form990TotalAssetsGrp/EOYAmt020145
IRS990EZ/FundraisingGrossIncomeAmt028854
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt09000
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt069097
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt01240
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt024933
IRS990EZ/NetAssetsOrFundBalancesEOYAmt020145
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt024933
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt020145
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt04.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt14.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt23.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt33.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt43.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt53.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt63.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JAIME LYDEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1KAREN WHEATLEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2DONNA HANSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JENNIFER COLE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4ELIZABETH BROWNING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5AMANDA UPSHAW
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6CARRIE FURNISH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Co-president
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Co-president
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Co Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DPC REP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DPC REP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Co Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt049213
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0To provide support for Woodland Elementary students and staff
IRS990EZ/ProgramServiceRevenueAmt034753
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SCHOOL WIDE PROGRAMS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1PLAYGROUND EQUIPMENT & STEAM LAB TECHNOLOGY
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2GRADE LEVEL AND EDUCATIONAL SUPPORT
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt09000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt010461
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt19000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt25587
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt015672
IRS990EZ/SpecialEventsNetIncomeLossAmt013182
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt058213
IRS990EZ/TotalProgramServiceExpensesAmt025048
IRS990EZ/TotalRevenueAmt053425
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt05490
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt05354
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt014849
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt08438
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt016625
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt050756
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt063607
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt056409
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt055350
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt029790
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt053553
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0258709
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt0309465
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt069097
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt061763
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt070199
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt038228
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt070178
IRS990ScheduleA/Total509Grp/TotalAmt0309465
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0309465
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt015672
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Magazine sale
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Carnival
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt019624
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt09230
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt028854
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt019624
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt09230
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt028854
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt013182
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt015672
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt09813
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt05859
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DONATIONS TO SCHOOL - STEAM LAB AND PLAYGROUND; DONATION TO SCHOOL; WOODLAND ELEMENTARY SCHOOL: 6923
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Admin expenses 336.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Grade level and educational support 5587.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Schoolwide programs 10461.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Camp Kern 10513.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Insurance 205.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Memberships 378.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7After school activities 6517.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Chess club 5355.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Book fair 6334.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Field trips 1239.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Spiritwear 621.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Scrip cards and box tops 897.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Puzzlemania 633.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14Miscellaneous unreconciled difference 137.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Form 990EZ, Part I, Line 16
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DONNA HANSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05132551649
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-10-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WOODLAND ELEMENTARY PTO
ReturnHeader/Filer/BusinessNameControlTxt0WOOD
ReturnHeader/Filer/EIN0455579973
ReturnHeader/Filer/PhoneNum05132551649
ReturnHeader/Filer/USAddress/AddressLine1Txt06923 Dutchland Blvd
ReturnHeader/Filer/USAddress/CityNm0Middletown
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd045044
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId06D161F33AE8DB8DEE45E5C01DABF468E08F1579E
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId06D161F33AE8DB8DEE45E5C01DABF468E08F1579E
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0216.68.140.126
ReturnHeader/FilingSecurityInformation/IPDt02017-11-08
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm005:51:46
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Locey Mitchell & Associates Ltd
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04760 Red Bank Expressway Suite 216
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CINCINNATI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd045227
ReturnHeader/PreparerPersonGrp/PhoneNum05132813333
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHELLE R LOCEY
ReturnHeader/ReturnTs02017-11-08T05:52:00-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$20,145
Liabilities
-
Net assets
$20,145
Revenue
$53,425
Expenses
$58,213
Net income
-$4,788
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$24.4$24.4$41.7$42.1$0.43
2022Detailed filing. Detailed filing data is available for this year.$24.8$24.8$41.4$33.7$7.68
2021Detailed filing. Detailed filing data is available for this year.$17.1$17.1$6.97$18.4$11.4
2020Detailed filing. Detailed filing data is available for this year.$28.5$28.5$51.8$51.6$0.13
2019Detailed filing. Detailed filing data is available for this year.$28.4$28.4$81.3$73.8$7.51
2018Detailed filing. Detailed filing data is available for this year.$20.9$20.9$53.1$52.3$0.72
2017Detailed filing. Detailed filing data is available for this year.$20.1$20.1$53.4$58.2$4.79
2016Detailed filing. Detailed filing data is available for this year.$24.9$24.9$49.4$53.1$3.65
2015Detailed filing. Detailed filing data is available for this year.$28.6$28.6$60.5$61.1$0.54
2014Detailed filing. Detailed filing data is available for this year.$29.1$29.1$31.8$29.2$2.62