Civic Intelligence

Pattison Elementry School P T O

990EZ • Fiscal year 2019 • EIN 57-1174187

Jul 01, 2018 to Jun 30, 2019 • Filed on Nov 15, 2019

5330 South Milford RoadMilford, OH 45150

(513) 831-6570

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 2019

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2019

Net Margin

49th percentile

3.0%

Higher net margin than 49% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

54th percentile

4.3%

Faster asset growth than 54% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

83rd percentile

42%

Faster revenue growth than 83% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Assets

Up

$50,437

Up $2,090 (+4.3%) from 2018

Net Assets

Up

$50,437

Up $2,090 (+4.3%) from 2018

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$69,316

Up $20,539 (+42%) from 2018

Expenses

Up

$67,226

Up $15,732 (+31%) from 2018

Net Income

Up

$2,090

Up $4,807 (+177%) from 2018

Historical Trend

Balance Sheet Trend

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

$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

2019

Assets$50,437
Liabilities-
Net Assets$50,437

Operations Trend

Revenue, expenses, and net income across loaded years, with this 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

2019

Revenue$69,316
Expenses$67,226
Net Income$2,090
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Nov 15, 2019
Return Version
2018v3.1
Gross Receipts
$83,065
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$55,058$55,058
PROVIDING MINI GRANTS TO TEACHERS$8,200$8,200
SCHOLARSHIPS AND CHARTIABLE DONATIONS$2,300$2,300
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
NIKKI SMITHPresidentPT$0--
DAWN BROWN1st Vice PrePT$0--
DEBBIE BILLIAS2nd Vice PrePT$0--
ERIN SCHROEDERSecretary-$0--
JON LENIHANTreasurerPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Walkathon$27,367$27,367$5,503$21,864
Carnival$16,962$16,962$3,952$13,010
Total Events$44,329$44,329$13,749$30,580
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
Jon Lenihan
Title
Treasurer
Phone
5138316570
Signed
2019-11-15

Preparer

Firm
Dca Cpas LLC
Address
5903 WOLFPEN PLEASANT HILL RD, MILFORD, OH 45150-2132
Preparer
Bruce Johnson CPA
Phone
5135766770
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8

Bookfair 10,406 future projects 5,513 holiday shop 5,207 kroger 2,569 pancake breakfast 2,488 first lego league 2,300 performing arts 1,863 after school programs 1,821 father/daughter dance 1,239 math/reading night 725 t-shirts 594 author visit 552 box tops 532 scholarships 400 community nights 395 total 36,604

Form 990-ez, Part I, Line 10

Name: pattison elementary address: 5330 s milford road milford, oh 45150 cash contribution: 55,058 name: pattison elementary address: 5330 s milford road milford, oh 45150 cash contribution: 8,200

Form 990-ez, Part I, Line 16

Expenses bank fees 501 office expneses 425 meals 125 repairs 17 total 1,068

Form 990-ez, Part III

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

Raw XML Appendix179 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.

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IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0JON LENIHAN
IRS990EZ/BooksInCareOfDetail/PhoneNum05138316570
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt05330 SOUTH MILFORD STREET
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0MILFORD
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OH
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd045150
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt048347
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IRS990EZ/InfoInScheduleOPartIIIInd0X
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IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt01166
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt048347
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IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt048347
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt050437
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0NIKKI SMITH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DAWN BROWN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2DEBBIE BILLIAS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ERIN SCHROEDER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JON LENIHAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11ST VICE PRE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt22ND VICE PRE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt01068
IRS990EZ/OtherRevenueTotalAmt036604
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/GrantsAndAllocationsAmt055058
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt18200
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt22300
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt055058
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt18200
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt22300
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt013749
IRS990EZ/SpecialEventsNetIncomeLossAmt030580
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0OH
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt067226
IRS990EZ/TotalProgramServiceExpensesAmt065558
IRS990EZ/TotalRevenueAmt069316
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.MILFORDSCHOOLS.ORG/PATTISON-ELEMEN
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt02132
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt02255
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt04045
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt01225
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt01275
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt010932
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt082099
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt057963
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt055663
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt098363
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0344890
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
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IRS990ScheduleA/PublicSupportTotal509Amt0355822
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt084231
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt060218
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt054847
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt056888
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt099638
IRS990ScheduleA/Total509Grp/TotalAmt0355822
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt084231
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt060218
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt054847
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt056888
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt099638
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0355822
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt013749
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0WALKATHON
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0CARNIVAL
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent2Amt0464
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt0464
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt027367
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt016962
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt027367
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt016962
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt044329
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt030580
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt09455
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt05503
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt03952
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent2Amt03830
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt03830
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0BOOKFAIR 10,406 FUTURE PROJECTS 5,513 HOLIDAY SHOP 5,207 KROGER 2,569 PANCAKE BREAKFAST 2,488 FIRST LEGO LEAGUE 2,300 PERFORMING ARTS 1,863 AFTER SCHOOL PROGRAMS 1,821 FATHER/DAUGHTER DANCE 1,239 MATH/READING NIGHT 725 T-SHIRTS 594 AUTHOR VISIT 552 BOX TOPS 532 SCHOLARSHIPS 400 COMMUNITY NIGHTS 395 TOTAL 36,604
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NAME: PATTISON ELEMENTARY ADDRESS: 5330 S MILFORD ROAD MILFORD, OH 45150 CASH CONTRIBUTION: 55,058 NAME: PATTISON ELEMENTARY ADDRESS: 5330 S MILFORD ROAD MILFORD, OH 45150 CASH CONTRIBUTION: 8,200
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2EXPENSES BANK FEES 501 OFFICE EXPNESES 425 MEALS 125 REPAIRS 17 TOTAL 1,068
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3PRIMARY 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 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III
ReturnHeader/BuildTS02020-04-17 16:48:07Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JON LENIHAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05138316570
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-15
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
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ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0216.196.173.103
ReturnHeader/FilingSecurityInformation/IPDt02019-11-15
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm012:37:53
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0464276521
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DCA CPAS LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05903 WOLFPEN PLEASANT HILL RD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MILFORD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0451502132
ReturnHeader/PreparerPersonGrp/PhoneNum05135766770
ReturnHeader/PreparerPersonGrp/PreparationDt02019-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRUCE JOHNSON CPA
ReturnHeader/ReturnTs02019-11-15T12:37:53-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

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Filings