Civic Intelligence

Pattison Elementry School P T O

990EZ • Fiscal year 2021 • EIN 57-1174187

Jul 01, 2020 to Jun 30, 2021 • Filed on Jan 27, 2022

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 2021

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2021

Net Margin

10th percentile

-67%

Higher net margin than 10% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

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.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

20th percentile

-17%

Faster asset growth than 20% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

11th percentile

-66%

Faster revenue growth than 11% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Assets

Down

$42,613

Down $8,825 (-17%) from 2020

Net Assets

Down

$42,613

Down $8,825 (-17%) from 2020

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$9,839

Down $18,725 (-66%) from 2020

Expenses

Down

$16,394

Down $13,936 (-46%) from 2020

Net Income

Down

-$6,555

Down $4,789 (-271%) from 2020

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

2021

Assets$42,613
Liabilities-
Net Assets$42,613

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

2021

Revenue$9,839
Expenses$16,394
Net Income-$6,555
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Jan 27, 2022
Return Version
2020v4.0
Gross Receipts
$9,839
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$8,714$8,714
PROVIDING MINI GRANTS TO TEACHERS$3,600$3,600
SCHOLARSHIPS AND CHARTIABLE DONATIONS$2,786$2,786
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAWN BROWNPresident-$0--
CHRISTI O'HEARNSecretaryPT$0--
AMY SCHERERTreasurer-$0--
KIM LENIHANWays & Means-$0--
EMILY CLARKWays & Means-$0--
MELINDA EUBANKCentral Comm-$0--
AIMEE BERUBEMember At La-$0--
KARYN ENZWIELERMember At La-$0--
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
Amy Scherer
Title
Treasurer
Phone
5138316570
Signed
2022-01-27

Preparer

Firm
Dca Cpas 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 3,346 milford spirit extras 480 community nights 443 box tops 163 running club 90 total 4,522

Form 990-ez, Part I, Line 10

Name: pattison elementary address: 5330 s milford road milford, oh 45150 cash contribution: 8,714

Form 990-ez, Part I, Line 16

Expenses bank fees 196 membership toolkit exp 398 total 594

Form 990-ez, Part I, Line 20

Prior period adjustment -2,270

Form 990-ez, Part III

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

Raw XML Appendix177 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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CompensationExplanation/CompensationExplanationGrp/PersonNm1CHRISTI OHEARN
CompensationExplanation/CompensationExplanationGrp/PersonNm2AMY SCHERER
CompensationExplanation/CompensationExplanationGrp/PersonNm3KIM LENIHAN
CompensationExplanation/CompensationExplanationGrp/PersonNm4EMILY CLARK
CompensationExplanation/CompensationExplanationGrp/PersonNm5MELINDA EUBANK
CompensationExplanation/CompensationExplanationGrp/PersonNm6AIMEE BERUBE
CompensationExplanation/CompensationExplanationGrp/PersonNm7KARYN ENZWIELER
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0AMY SCHERER
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IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt05330 SOUTH MILFORD STREET
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0MILFORD
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OH
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd045150
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt051438
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IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt05156
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-6555
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0700
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
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IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt051438
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IRS990EZ/GrantsAndSimilarAmountsPaidAmt015100
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IRS990EZ/InfoInScheduleOPartIIIInd0X
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IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
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IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt61.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt71.00
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/PersonNm0DAWN BROWN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1CHRISTI O'HEARN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2AMY SCHERER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3KIM LENIHAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4EMILY CLARK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5MELINDA EUBANK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6AIMEE BERUBE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7KARYN ENZWIELER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3WAYS & MEANS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4WAYS & MEANS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5CENTRAL COMM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6MEMBER AT LA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7MEMBER AT LA
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt0-2270
IRS990EZ/OtherExpensesTotalAmt0594
IRS990EZ/OtherRevenueTotalAmt04522
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/GrantsAndAllocationsAmt08714
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt13600
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt22786
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt08714
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt13600
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt22786
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0OH
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt016394
IRS990EZ/TotalProgramServiceExpensesAmt015100
IRS990EZ/TotalRevenueAmt09839
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.MILFORDSCHOOLS.ORG/PATTISON-ELEMEN
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt05156
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0216
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt02132
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt02255
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt04045
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt013804
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt04683
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt033495
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt082099
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt057963
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt050802
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0229042
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0242846
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt09839
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt033711
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt084231
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt060218
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt054847
IRS990ScheduleA/Total509Grp/TotalAmt0242846
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt09839
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt033711
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt084231
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt060218
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt054847
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0242846
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0KROGER 3,346 MILFORD SPIRIT EXTRAS 480 COMMUNITY NIGHTS 443 BOX TOPS 163 RUNNING CLUB 90 TOTAL 4,522
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NAME: PATTISON ELEMENTARY ADDRESS: 5330 S MILFORD ROAD MILFORD, OH 45150 CASH CONTRIBUTION: 8,714
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2EXPENSES BANK FEES 196 MEMBERSHIP TOOLKIT EXP 398 TOTAL 594
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3PRIOR PERIOD ADJUSTMENT -2,270
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4PRIMARY 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 I, LINE 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART III
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0AMY SCHERER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05138316570
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-01-27
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/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/PreparationDt02022-01-27
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROGER D CUPP CPA
ReturnHeader/ReturnTs02022-01-27T13:51:47-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0AMY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SCHERER
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

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