Civic Intelligence

Pattison Elementary PTO

EIN 57-1174187 • 501(c)3 • Milford, OH

Profile

Support staff and students at pattison elementary school.

5330 South Milford RoadMilford, OH 45150

www.pattisonpto.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2025

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2025

Net Margin

88th percentile

44%

Higher net margin than 88% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2025

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2025

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$66,030

Up $23,417 (+55%) from 2021

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Up

$66,030

Up $23,417 (+55%) from 2021

Operations
Liabilities / RevenueScore unavailableNet Margin88th percentile

Revenue

Up

$47,064

Up $37,225 (+378%) from 2021

Expenses

Up

$26,546

Up $10,152 (+62%) from 2021

Net Income

Up

$20,518

Up $27,073 (+413%) from 2021

Trend Graphs

Balance Sheet Trend

Asset GrowthScore unavailable

Grouped bars show assets, liabilities, and net assets across loaded filings.

$80K$60K$40K$20K$0Assets 2011: $32,524Liabilities 2011: $02011Assets 2012: $44,855Liabilities 2012: $02012Assets 2013: $50,814Net Assets 2013: $50,8142013Assets 2014: $58,373Liabilities 2014: $0Net Assets 2014: $58,3732014Assets 2015: $52,474Liabilities 2015: $0Net Assets 2015: $52,4742015Assets 2016: $56,032Liabilities 2016: $0Net Assets 2016: $56,0322016Assets 2017: $51,064Liabilities 2017: $0Net Assets 2017: $51,0642017Assets 2018: $48,347Liabilities 2018: $0Net Assets 2018: $48,3472018Assets 2019: $50,437Net Assets 2019: $50,4372019Assets 2020: $51,438Net Assets 2020: $51,4382020Assets 2021: $42,613Net Assets 2021: $42,6132021Assets 2025: $66,030Net Assets 2025: $66,0302025

Highlighted filing

2025

Assets$66,030
Liabilities-
Net Assets$66,030
Open 2025 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income by year, with the latest filing highlighted.

$100K$50K$0-$50KRevenue 2011: $56,481Expenses 2011: $54,670Net Income 2011: $1,8112011Revenue 2012: $64,345Expenses 2012: $52,014Net Income 2012: $12,3312012Revenue 2013: $61,692Expenses 2013: $55,733Net Income 2013: $5,9592013Revenue 2014: $56,332Expenses 2014: $48,773Net Income 2014: $7,5592014Revenue 2015: $80,052Expenses 2015: $85,951Net Income 2015: -$5,8992015Revenue 2016: $51,499Expenses 2016: $47,841Net Income 2016: $3,6582016Revenue 2017: $46,191Expenses 2017: $51,159Net Income 2017: -$4,9682017Revenue 2018: $48,777Expenses 2018: $51,494Net Income 2018: -$2,7172018Revenue 2019: $69,316Expenses 2019: $67,226Net Income 2019: $2,0902019Revenue 2020: $28,564Expenses 2020: $30,330Net Income 2020: -$1,7662020Revenue 2021: $9,839Expenses 2021: $16,394Net Income 2021: -$6,5552021Revenue 2025: $47,064Expenses 2025: $26,546Net Income 2025: $20,5182025

Highlighted filing

2025

Revenue$47,064
Expenses$26,546
Net Income$20,518
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$66,030
Liabilities
-
Net assets
$66,030
Revenue
$47,064
Expenses
$26,546
Net income
$20,518
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$66.0$66.0$47.1$26.5$20.5
2021Detailed filing. Detailed filing data is available for this year.$42.6$42.6$9.84$16.4$6.56
2020Detailed filing. Detailed filing data is available for this year.$51.4$51.4$28.6$30.3$1.77
2019Detailed filing. Detailed filing data is available for this year.$50.4$50.4$69.3$67.2$2.09
2018Detailed filing. Detailed filing data is available for this year.$48.3$0.00$48.3$48.8$51.5$2.72
2017Detailed filing. Detailed filing data is available for this year.$51.1$0.00$51.1$46.2$51.2$4.97
2016Detailed filing. Detailed filing data is available for this year.$56.0$0.00$56.0$51.5$47.8$3.66
2015Detailed filing. Detailed filing data is available for this year.$52.5$0.00$52.5$80.1$86.0$5.90
2014Detailed filing. Detailed filing data is available for this year.$58.4$0.00$58.4$56.3$48.8$7.56
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$50.8$50.8$61.7$55.7$5.96
2012Summary only. Only limited summary data is available for this year.$44.9$0.00$64.3$52.0$12.3
2011Summary only. Only limited summary data is available for this year.$32.5$0.00$56.5$54.7$1.81
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Nov 12, 2025
Return Version
2024v5.0
Gross Receipts
$65,786
Mission and Program Overview

Mission

Support staff and students at pattison elementary school.

Primary exempt purpose - support staff and students at pattison elementary school.

Program Services

DescriptionGrantsExpenses
DONATIONS FOR SCHOOL OPERATIONS$15,805$15,805
PROVIDING MINI GRANTS TO TEACHERS$8,000$8,000
SCHOLARSHIPS AND CHARTIABLE DONATIONS$2,090$2,090
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
RACHEL JOHNSONPresident-$0--
LAUREN MONROECo Vice Pres-$0--
DEVYN GRIESSERCo Vice Pres-$0--
LAUREN MONROESecretaryPT$0--
LAUREN MORRISTreasurer-$0--
BRITTANY HAGANWays & Means-$0--
MAURA BERRYWays & Means-$0--
KRISTIN CALDWELLMember At La-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Walkathon$29,783$29,783$674$29,109
Carnival$14,603$14,603$5,273$9,330
Total Events$53,328$53,328$13,545$39,783
Filing and Contact Details

Filer

Filer Name
Pattison Elementary Pto
EIN
57-1174187
Phone
5138316570
Address
5330 SOUTH MILFORD ROAD, MILFORD, OH 45150

Signing Officer

Name
Lauren Morris
Title
Treasurer
Signed
2025-11-12

Preparer

Firm
Onpointe Advisors LLC
Address
5903 WOLFPEN PLEASANT HILL RD, MILFORD, OH 45150-2132
Preparer
Roger D Cupp CPA
Phone
5135766770
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8

“Kroger, amazon, boxtops 2,249 epi school supplies 494 total 2,743”

Form 990-ez, Part I, Line 10

“CASH CONTRIBUTION: 8,000”

Form 990-ez, Part I, Line 10

“Class of activity: school operations name: pattison elementary address: 5330 s milford road milford, oh 45150 cash contribution: 15,805”

Form 990-ez, Part I, Line 16

“Expenses bank fees 189 miscellaneous supplies 462 total 651”

Form 990-ez, Part I, Line 20

“Prior period adjustment 0”

Form 990-ez, Part III

“Primary exempt purpose - support staff and students at pattison elementary school.”

Raw XML Appendix170 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/USAddress/CityNm0MILFORD
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OH
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IRS990EZ/GrantsAndSimilarAmountsPaidAmt025895
IRS990EZ/GrossReceiptsAmt065786
IRS990EZ/InfoInScheduleOPartIIIInd0X
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IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt045512
IRS990EZ/NetAssetsOrFundBalancesEOYAmt066030
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt045512
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt066030
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt04.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0RACHEL JOHNSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1LAUREN MONROE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2DEVYN GRIESSER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3LAUREN MONROE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4LAUREN MORRIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5BRITTANY HAGAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6MAURA BERRY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7KRISTIN CALDWELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1CO VICE PRES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2CO VICE PRES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5WAYS & MEANS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6WAYS & MEANS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7MEMBER AT LA
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt0651
IRS990EZ/OtherRevenueTotalAmt02743
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PRIMARY EXEMPT PURPOSE - SUPPORT STAFF AND STUDENTS AT PATTISON ELEMENTARY SCHOOL.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0DONATIONS FOR SCHOOL OPERATIONS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1PROVIDING MINI GRANTS TO TEACHERS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2SCHOLARSHIPS AND CHARTIABLE DONATIONS
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt015805
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IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt22090
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt18000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt22090
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
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IRS990EZ/SpecialEventsDirectExpensesAmt018722
IRS990EZ/SpecialEventsNetIncomeLossAmt041914
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0OH
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt026546
IRS990EZ/TotalProgramServiceExpensesAmt025895
IRS990EZ/TotalRevenueAmt047064
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.PATTISONPTO.PTBOARD.COM
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt02407
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt02407
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt063379
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt063379
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IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt065786
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt065786
IRS990ScheduleA/Total509Grp/TotalAmt065786
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt065786
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt065786
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt013545
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0WALKATHON
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0CARNIVAL
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt08942
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IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt07598
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt013545
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt0674
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt05273
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0KROGER, AMAZON, BOXTOPS 2,249 EPI SCHOOL SUPPLIES 494 TOTAL 2,743
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1CASH CONTRIBUTION: 8,000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CLASS OF ACTIVITY: SCHOOL OPERATIONS NAME: PATTISON ELEMENTARY ADDRESS: 5330 S MILFORD ROAD MILFORD, OH 45150 CASH CONTRIBUTION: 15,805
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3EXPENSES BANK FEES 189 MISCELLANEOUS SUPPLIES 462 TOTAL 651
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4PRIOR PERIOD ADJUSTMENT 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5PRIMARY EXEMPT PURPOSE - SUPPORT STAFF AND STUDENTS AT PATTISON ELEMENTARY SCHOOL.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART I, LINE 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990-EZ, PART III
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0LAUREN MORRIS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PATTISON ELEMENTARY PTO
ReturnHeader/Filer/BusinessNameControlTxt0PATT
ReturnHeader/Filer/EIN0571174187
ReturnHeader/Filer/PhoneNum05138316570
ReturnHeader/Filer/USAddress/AddressLine1Txt05330 SOUTH MILFORD ROAD
ReturnHeader/Filer/USAddress/CityNm0MILFORD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd045150
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0853725125
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MILFORD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
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ReturnHeader/PreparerPersonGrp/PhoneNum05135766770
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROGER D CUPP CPA
ReturnHeader/ReturnTs02025-11-13T08:47:18-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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