Civic Intelligence

Woodland Elementary PTO

990EZ • Fiscal year 2020 • EIN 45-5579973

Jul 01, 2019 to Jun 30, 2020 • Filed on Aug 28, 2020

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 2020

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2020

Net Margin

42nd percentile

0.3%

Higher net margin than 42% 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

0.5%

Faster asset growth than 45% of similar nonprofits.

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

Revenue Growth

31st percentile

-36%

Faster revenue growth than 31% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$28,513

Up $134 (+0.5%) from 2019

Net Assets

Up

$28,513

Up $134 (+0.5%) from 2019

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin42nd percentile

Revenue

Down

$51,771

Down $29,538 (-36%) from 2019

Expenses

Down

$51,637

Down $22,159 (-30%) from 2019

Net Income

Down

$134

Down $7,379 (-98%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth45th 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

2020

Assets$28,513
Liabilities-
Net Assets$28,513
Open 2020 Filing

Operations Trend

Revenue Growth31st 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

2020

Revenue$51,771
Expenses$51,637
Net Income$134
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Aug 28, 2020
Return Version
2019v5.1
Gross Receipts
$53,640
Mission and Program Overview

Mission

To provide support for Woodland Elementary students and staff

Program Services

DescriptionGrantsExpenses
School wide programs and donations: Field Day, Camp Kern, Afterschool ActivitiesBook fairs, Carnival, Field trips, School grounds,Breakfasts & Luncheons, Birthday Celebrations$1,500$49,173
Hospitality and teacher appreciation$0$1,380
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Karen WheatleyCo-President-$0--
Jennifer Smith-BuiCo-President-$0--
Carrie FurnishSergeant At Arms-$0--
Donna HansonTreasurer-$0--
Lisa LegtersCo-Secretary-$0--
Carrie LampingCo-Secretary-$0--
Sarah BarnesDpc Rep-$0--
Michelle SullenDpc Rep-$0--
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
2020-08-28
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

“School Pantry Support; Donation; Woodland Elementary School: 6923 Dutchland Blvd, Liberty Twp, OH, 45044; Supporting Organization, 1500.”

Form 990EZ, Part I, Line 16

“Administrative 499.”

Form 990EZ, Part I, Line 16

“Programs 47673.”

Form 990EZ, Part I, Line 16

“Insurance 545.”

Form 990EZ, Part I, Line 16

“Hospitality & Teacher Appreciation 1380.”

Form 990EZ, Part I, Line 16

“Membership 40.”

Raw XML Appendix216 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
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IRS990EZ/BooksInCareOfDetail/PhoneNum05133607042
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0680 W Arielle Court
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Monroe
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OH
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd045050
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt028379
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt028513
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt01322
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0134
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt028379
IRS990EZ/Form990TotalAssetsGrp/EOYAmt028513
IRS990EZ/FundraisingGrossIncomeAmt011617
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt01500
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt053640
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt01645
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt028379
IRS990EZ/NetAssetsOrFundBalancesEOYAmt028513
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt028379
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt028513
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt03.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt13.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt43.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt53.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt63.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt73.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Karen Wheatley
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Jennifer Smith-Bui
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Carrie Furnish
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Donna Hanson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Lisa Legters
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Carrie Lamping
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Sarah Barnes
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Michelle Sullen
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Co-president
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Co-president
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Sergeant at Arms
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Co-secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Co-secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DPC Rep
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DPC Rep
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt050137
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0To provide support for Woodland Elementary students and staff
IRS990EZ/ProgramServiceRevenueAmt039056
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0School wide programs and donations: Field Day, Camp Kern, Afterschool ActivitiesBook fairs, Carnival, Field trips, School grounds,Breakfasts & Luncheons, Birthday Celebrations
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Hospitality and teacher appreciation
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt01500
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt049173
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt11380
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt01869
IRS990EZ/SpecialEventsNetIncomeLossAmt09748
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt051637
IRS990EZ/TotalProgramServiceExpensesAmt050553
IRS990EZ/TotalRevenueAmt051771
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0Other Income Part III, Line 12 Description: OTHER INCOME 2019: 4278.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Pt III Ln 12
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt02967
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt02932
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt03200
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt05490
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt05354
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt019943
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt034778
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt060017
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt039162
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt063607
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt056409
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0253973
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/CurrentTaxYearAmt09748
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/CurrentTaxYearMinus1YearAmt013138
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/CurrentTaxYearMinus2YearsAmt09068
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt031954
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt04278
IRS990ScheduleA/OtherIncome509Grp/TotalAmt04278
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct00.88320
IRS990ScheduleA/PublicSupportPY509Pct00.93240
IRS990ScheduleA/PublicSupportTotal509Amt0273916
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt037745
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt062949
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt042362
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt069097
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt061763
IRS990ScheduleA/Total509Grp/TotalAmt0273916
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0310148
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0School Pantry Support; Donation; Woodland Elementary School: 6923 Dutchland Blvd, Liberty Twp, OH, 45044; Supporting Organization, 1500.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Administrative 499.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Programs 47673.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Insurance 545.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Hospitality & Teacher Appreciation 1380.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Membership 40.
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
ReturnHeader/BuildTS02020-11-19 02:30:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Donna Hanson
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum05132551649
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-08-28
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/AtSubmissionCreationDeviceId0DDFC13CD546FE4C11739B1538D55FE4F25F0B3CE
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0DDFC13CD546FE4C11739B1538D55FE4F25F0B3CE
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0216.196.239.178
ReturnHeader/FilingSecurityInformation/IPDt02020-09-08
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm006:02:40
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/ReturnTs02020-09-08T06:02:48-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$28,513
Liabilities
-
Net assets
$28,513
Revenue
$51,771
Expenses
$51,637
Net income
$134
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