Liabilities / Assets
Score unavailable
Liabilities-to-assets requires both liabilities and assets on the latest valid filing.
Summerside Elementary PTO
EIN 46-3504646 • 501(c)3 • Cincinnati, OH
Profile
A) support and improve the connection between home and school; b) promote welfare of students; c) enhance educational experience of students; and d) promote a safe learning environment
Siviq Scores
Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.
No value available
Liabilities / Revenue
Score unavailable
Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.
Net Margin
29th percentile
Higher net margin than 29% of similar nonprofits.
Top Officer Pay
84th percentile
Higher top officer pay than 84% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
27th percentile
Faster asset growth than 27% of similar nonprofits.
Revenue Growth
84th percentile
Faster revenue growth than 84% of similar nonprofits.
Balance Sheet
Assets
Down$21,415
Down $7,227 (-25%) from 2024
Liabilities
-
No earlier filing loaded for comparison.
Net Assets
Down$21,415
Down $7,227 (-25%) from 2024
Revenue
Up$64,077
Up $20,756 (+48%) from 2024
Expenses
Up$71,304
Up $18,281 (+34%) from 2024
Net Income
Up-$7,227
Up $2,475 (+26%) from 2024
Trend Graphs
Filings
Most recent year
2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $21,415
- Liabilities
- -
- Net assets
- $21,415
- Revenue
- $64,077
- Expenses
- $71,304
- Net income
- -$7,227
| Balance Sheet | Operations | |||||
|---|---|---|---|---|---|---|
| Year | Assets | Liabilities | Net Assets | Revenue | Expenses | Net Income |
| 2025Detailed filing. Detailed filing data is available for this year. | $21.4 | $21.4 | $64.1 | $71.3 | $7.23 | |
| 2024Detailed filing. Detailed filing data is available for this year. | $28.6 | $28.6 | $43.3 | $53.0 | $9.70 | |
| 2022Detailed filing. Detailed filing data is available for this year. | $32.0 | $0.00 | $32.0 | $35.7 | $27.4 | $8.25 |
Latest Filing Detail
Jump To
Filing Snapshot
- Filing Period
- Aug 1, 2024 to Jul 31, 2025
- Signed
- Oct 22, 2025
- Return Version
- 2024v5.0
- Gross Receipts
- $77,828
Mission and Program Overview
Mission
A) support and improve the connection between home and school; b) promote welfare of students; c) enhance educational experience of students; and d) promote a safe learning environment
Program Services
| Description | Grants | Expenses |
|---|---|---|
| THE FURTHERANCE AND FULFILLMENT OF ORGANIZATION'S MISSION AND PRIMARY EXEMPT PURPOSE. | - | $45,957 |
| THE FURTHERANCE AND FULFILLMENT OF ORGANIZATION'S MISSION AND PRIMARY EXEMPT PURPOSE | - | $24,315 |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| REBECCA CURTIS | Treasurer | - | $0 | - | - |
| DANA MONTGOMERY | President | - | $0 | - | - |
| SADIE WILLIAMS | Co-Vice-Pres | - | $0 | - | - |
| BETSY BROWN | Co-Vice Pres | - | $0 | - | - |
| AMY HASKELL | Co-Secretary | - | $0 | - | - |
| KATIE BROWN | Co-Secretary | - | $0 | - | - |
Fundraising, Events, and Gaming
Fundraising Events
| Event | Gross Receipts | Gross Revenue | Direct Expenses | Net Income |
|---|---|---|---|---|
| Summerstride | $30,171 | $30,171 | $4,052 | $26,119 |
| Spring Bookfair | $7,382 | $7,382 | $6,119 | $1,263 |
| Total Events | $43,620 | $43,620 | $13,751 | $29,869 |
Filing and Contact Details
Filer
- Filer Name
- Summerside Elementary Pto
- EIN
- 46-3504646
- Phone
- 5139477900
- Address
- 4639 VERMONA DR, CINCINNATI, OH 45245
Signing Officer
- Name
- Rebecca Curtis
- Title
- Treasurer
- Signed
- 2025-10-22
Preparer
- Firm
- Orcutt & Company LLC
- Address
- 936 STATE ROUTE 28, MILFORD, OH 45150-1912
- Preparer
- Deborah Brady CPA
- Phone
- 5135761989
Supplemental Narrative
Additional Explanations
Form 990-ez, Part I, Line 8
“OTHER 2,221 TOTAL 2,221”
Form 990-ez, Part I, Line 16
“Other fundraising & events purchases 24,315 expenses insurance 1,338 celebration & reward 8,602 school/teacher/staff supp 9,034 pto administration 1,032 other 25,942 total 70,263”
Form 990-ez, Part III
“A) support and improve the connection between home and school; b) promote welfare of students; c) enhance educational experience of students; and d) promote a safe learning environment”
Form 990-ez, Part III, Line 31
“The furtherance and fulfillment of organization's mission and primary exempt purpose”
Raw XML Appendix166 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/ActivitiesNotPreviouslyRptInd | 0 | false |
| IRS990EZ/BooksInCareOfDetail/PersonNm | 0 | REBECCA CURTIS |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 5139477900 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 4726 BEECHWOOD RD |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | CINCINNATI |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | OH |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 45244 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 28642 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 21415 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | false |
| IRS990EZ/ContributionsGiftsGrantsEtcAmt | 0 | 1864 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | false |
| IRS990EZ/EngagedInExcessBenefitTransInd | 0 | false |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | -7227 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 1041 |
| IRS990EZ/FiledScheduleAInd | 0 | true |
| IRS990EZ/ForeignFinancialAccountInd | 0 | false |
| IRS990EZ/ForeignOfficeInd | 0 | false |
| IRS990EZ/Form1120PolFiledInd | 0 | false |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 28642 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 21415 |
| IRS990EZ/FundraisingGrossIncomeAmt | 0 | 43620 |
| IRS990EZ/GrossReceiptsAmt | 0 | 77828 |
| IRS990EZ/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/LobbyingActivitiesInd | 0 | false |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | false |
| IRS990EZ/MethodOfAccountingCashInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 28642 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 21415 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 28642 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 21415 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 000.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 000.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 000.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 3 | 000.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 4 | 000.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 5 | 000.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 5 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | REBECCA CURTIS |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | DANA MONTGOMERY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | SADIE WILLIAMS |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | BETSY BROWN |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 4 | AMY HASKELL |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 5 | KATIE BROWN |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | TREASURER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | PRESIDENT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | CO-VICE-PRES |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | CO-VICE PRES |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 4 | CO-SECRETARY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 5 | CO-SECRETARY |
| IRS990EZ/OperateHospitalInd | 0 | false |
| IRS990EZ/Organization501c3Ind | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | false |
| IRS990EZ/OrganizationHadUBIInd | 0 | false |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 70263 |
| IRS990EZ/OtherRevenueTotalAmt | 0 | 2221 |
| IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt | 0 | NONE |
| IRS990EZ/PartVIOfCompOfHghstPdEmplTxt | 0 | NONE |
| IRS990EZ/PoliticalCampaignActyInd | 0 | false |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | A) SUPPORT AND IMPROVE THE CONNECTION BETWEEN HOME AND SCHOOL; B) PROMOTE WELFARE OF STUDENTS; C) ENHANCE EDUCATIONAL EXPERIENCE OF STUDENTS; AND D) PROMOTE A SAFE LEARNING ENVIRONMENT |
| IRS990EZ/ProgramServiceRevenueAmt | 0 | 30123 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | THE FURTHERANCE AND FULFILLMENT OF ORGANIZATION'S MISSION AND PRIMARY EXEMPT PURPOSE. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 1 | THE FURTHERANCE AND FULFILLMENT OF ORGANIZATION'S MISSION AND PRIMARY EXEMPT PURPOSE |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 45957 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 1 | 24315 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SchoolOperatingInd | 0 | false |
| IRS990EZ/SpecialEventsDirectExpensesAmt | 0 | 13751 |
| IRS990EZ/SpecialEventsNetIncomeLossAmt | 0 | 29869 |
| IRS990EZ/SubjectToProxyTaxInd | 0 | false |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TotalExpensesAmt | 0 | 71304 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 70272 |
| IRS990EZ/TotalRevenueAmt | 0 | 64077 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd | 0 | false |
| IRS990EZ/TypeOfOrganizationAssocInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | HTTPS://SUMMERSIDEPTO.PTBOARD.COM/ |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt | 0 | 1864 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt | 0 | 2965 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt | 0 | 17563 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt | 0 | 19885 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt | 0 | 5476 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt | 0 | 47753 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt | 0 | 75964 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt | 0 | 52802 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt | 0 | 128766 |
| IRS990ScheduleA/InvestmentIncomeCYPct | 0 | 0.00000 |
| IRS990ScheduleA/InvestmentIncomePYPct | 0 | 0.00000 |
| IRS990ScheduleA/PubliclySupportedOrg509a2Ind | 0 | X |
| IRS990ScheduleA/PublicSupportCY509Pct | 0 | 1.00000 |
| IRS990ScheduleA/PublicSupportPY509Pct | 0 | 1.00000 |
| IRS990ScheduleA/PublicSupportTotal509Amt | 0 | 176519 |
| IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind | 0 | X |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt | 0 | 77828 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt | 0 | 55767 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt | 0 | 17563 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt | 0 | 19885 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt | 0 | 5476 |
| IRS990ScheduleA/Total509Grp/TotalAmt | 0 | 176519 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt | 0 | 77828 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt | 0 | 55767 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt | 0 | 17563 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt | 0 | 19885 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt | 0 | 5476 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt | 0 | 176519 |
| IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt | 0 | 13751 |
| IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm | 0 | SUMMERSTRIDE |
| IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm | 0 | SPRING BOOKFAIR |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt | 0 | 30171 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt | 0 | 7382 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt | 0 | 6067 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt | 0 | 43620 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt | 0 | 30171 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt | 0 | 7382 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt | 0 | 6067 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt | 0 | 43620 |
| IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt | 0 | 29869 |
| IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt | 0 | 3580 |
| IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt | 0 | 13751 |
| IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt | 0 | 4052 |
| IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt | 0 | 6119 |
| IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt | 0 | 1 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | OTHER 2,221 TOTAL 2,221 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | OTHER FUNDRAISING & EVENTS PURCHASES 24,315 EXPENSES INSURANCE 1,338 CELEBRATION & REWARD 8,602 SCHOOL/TEACHER/STAFF SUPP 9,034 PTO ADMINISTRATION 1,032 OTHER 25,942 TOTAL 70,263 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | A) SUPPORT AND IMPROVE THE CONNECTION BETWEEN HOME AND SCHOOL; B) PROMOTE WELFARE OF STUDENTS; C) ENHANCE EDUCATIONAL EXPERIENCE OF STUDENTS; AND D) PROMOTE A SAFE LEARNING ENVIRONMENT |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | THE FURTHERANCE AND FULFILLMENT OF ORGANIZATION'S MISSION AND PRIMARY EXEMPT PURPOSE |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990-EZ, PART I, LINE 8 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990-EZ, PART I, LINE 16 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990-EZ, PART III |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | FORM 990-EZ, PART III, LINE 31 |
| ReturnHeader/BuildTS | 0 | 2025-03-06 01:10:19Z |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | REBECCA CURTIS |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | TREASURER |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2025-10-22 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | SUMMERSIDE ELEMENTARY PTO |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | SUMM |
| ReturnHeader/Filer/EIN | 0 | 463504646 |
| ReturnHeader/Filer/PhoneNum | 0 | 5139477900 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 4639 VERMONA DR |
| ReturnHeader/Filer/USAddress/CityNm | 0 | CINCINNATI |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | OH |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 45245 |
| ReturnHeader/IRSResponsiblePrtyInfoCurrInd | 0 | true |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 884132194 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | ORCUTT & COMPANY LLC |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 936 STATE ROUTE 28 |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | MILFORD |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | OH |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 451501912 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 5135761989 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2025-10-30 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | DEBORAH BRADY CPA |
| ReturnHeader/ReturnTs | 0 | 2025-11-13T12:09:51-05:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2024-08-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2025-07-31 |
| ReturnHeader/TaxYr | 0 | 2024 |
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