Civic Intelligence

Summerside Elementary PTO

990EZ • Fiscal year 2024 • EIN 46-3504646

Aug 01, 2023 to Jul 31, 2024 • Filed on Jun 10, 2025

Organization ProfileSUMMERSIDEPTO.PTBOARD.COM
4639 Vermona DrCincinnati, OH 45245

(513) 947-7900

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 2024

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2024

Net Margin

18th percentile

-22%

Higher net margin than 18% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

38th percentile

-5.4%

Faster asset growth than 38% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2024

Revenue Growth

59th percentile

10%

Faster revenue growth than 59% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2024

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$28,642

Down $3,338 (-10%) from 2022

Net Assets

Down

$28,642

Down $3,338 (-10%) from 2022

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin18th percentile

Revenue

Up

$43,321

Up $7,647 (+21%) from 2022

Expenses

Up

$53,023

Up $25,596 (+93%) from 2022

Net Income

Down

-$9,702

Down $17,949 (-218%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth38th percentile

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

$40K$30K$20K$10K$0Assets 2022: $31,980Liabilities 2022: $0Net Assets 2022: $31,9802022Assets 2024: $28,642Net Assets 2024: $28,6422024Assets 2025: $21,415Net Assets 2025: $21,4152025

Highlighted filing

2024

Assets$28,642
Liabilities-
Net Assets$28,642
Open 2024 Filing

Operations Trend

Revenue Growth59th percentile

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

$100K$50K$0-$50KRevenue 2022: $35,674Expenses 2022: $27,427Net Income 2022: $8,2472022Revenue 2024: $43,321Expenses 2024: $53,023Net Income 2024: -$9,7022024Revenue 2025: $64,077Expenses 2025: $71,304Net Income 2025: -$7,2272025

Highlighted filing

2024

Revenue$43,321
Expenses$53,023
Net Income-$9,702
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2023 to Jul 31, 2024
Signed
Jun 10, 2025
Return Version
2023v6.0
Gross Receipts
$55,767
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

DescriptionGrantsExpenses
THE FURTHERANCE AND FULFILLMENT OF ORGANIZATION'S MISSION AND PRIMARY EXEMPT PURPOSE.-$42,398
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DANA MONTGOMERYPresident/TrPT$0--
SADIE WILLIAMSCo-Vice-PresPT$0--
BETSY BROWNCo-Vice PresPT$0--
NICKI VACARIOSecretaryPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Summerstride$21,497$21,497$4,777$16,720
Fall Bookfair$6,765$6,765$3,607$3,158
Total Events$34,939$34,939$12,446$22,493
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 Cuais
Title
President
Signed
2025-06-10

Preparer

Firm
Orcutt & Company LLC
Address
936 STATE ROUTE 28, MILFORD, OH 45150-1912
Preparer
David Jacobs
Phone
5135761989
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8

“OTHER 1,089 TOTAL 1,089”

Form 990-ez, Part I, Line 16

“Other fundraising & events purchases 15,453 expenses celebration & reward 13,534 school/teacher/staff supp 11,362 pto administration 1,571 other 2,049 principal fund payout 9,054 total 53,023”

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”

Raw XML Appendix151 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/PersonNm0REBECCA CUAIS
IRS990EZ/BooksInCareOfDetail/PhoneNum05139477900
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt04639 VERMONA DR
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0CINCINNATI
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OH
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd045245
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt038344
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt028642
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt02965
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-9702
IRS990EZ/FiledScheduleAInd0true
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IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
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IRS990EZ/FundraisingGrossIncomeAmt034939
IRS990EZ/GrossReceiptsAmt055767
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt038344
IRS990EZ/NetAssetsOrFundBalancesEOYAmt028642
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt038344
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt028642
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt015.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt115.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt215.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt315.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0DANA MONTGOMERY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1SADIE WILLIAMS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2BETSY BROWN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3NICKI VACARIO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT/TR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1CO-VICE-PRES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2CO-VICE PRES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt053023
IRS990EZ/OtherRevenueTotalAmt01089
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0A) 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/ProgramServiceRevenueAmt016774
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE FURTHERANCE AND FULFILLMENT OF ORGANIZATION'S MISSION AND PRIMARY EXEMPT PURPOSE.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt042398
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt012446
IRS990EZ/SpecialEventsNetIncomeLossAmt022493
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt053023
IRS990EZ/TotalProgramServiceExpensesAmt042398
IRS990EZ/TotalRevenueAmt043321
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0HTTPS://SUMMERSIDEPTO.PTBOARD.COM/
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt02965
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt017563
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt019885
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt05476
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt04521
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt050410
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt052802
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt052802
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0103212
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt055767
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt017563
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt019885
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt05476
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt04521
IRS990ScheduleA/Total509Grp/TotalAmt0103212
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt055767
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt017563
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt019885
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt05476
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt04521
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0103212
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt012446
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0SUMMERSTRIDE
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0FALL BOOKFAIR
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt021497
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt06765
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt06677
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt034939
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt021497
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt06765
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt06677
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt034939
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt022493
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt04062
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt012446
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt04777
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt03607
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0OTHER 1,089 TOTAL 1,089
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1OTHER FUNDRAISING & EVENTS PURCHASES 15,453 EXPENSES CELEBRATION & REWARD 13,534 SCHOOL/TEACHER/STAFF SUPP 11,362 PTO ADMINISTRATION 1,571 OTHER 2,049 PRINCIPAL FUND PAYOUT 9,054 TOTAL 53,023
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2A) 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/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0REBECCA CUAIS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-06-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SUMMERSIDE ELEMENTARY PTO
ReturnHeader/Filer/BusinessNameControlTxt0SUMM
ReturnHeader/Filer/EIN0463504646
ReturnHeader/Filer/PhoneNum05139477900
ReturnHeader/Filer/USAddress/AddressLine1Txt04639 VERMONA DR
ReturnHeader/Filer/USAddress/CityNm0CINCINNATI
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd045245
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0884132194
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ORCUTT & COMPANY LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0936 STATE ROUTE 28
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MILFORD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0451501912
ReturnHeader/PreparerPersonGrp/PhoneNum05135761989
ReturnHeader/PreparerPersonGrp/PreparationDt02025-06-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID JACOBS
ReturnHeader/ReturnTs02025-06-13T08:36:24-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-08-01
ReturnHeader/TaxPeriodEndDt02024-07-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$28,642
Liabilities
-
Net assets
$28,642
Revenue
$43,321
Expenses
$53,023
Net income
-$9,702
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet 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