Liabilities / Assets
Score unavailable
Liabilities-to-assets requires both liabilities and assets on the latest valid filing.
Sherwood Elementary PTO Inc
EIN 83-4080625 • 501(c)3 • Cincinnati, OH
Profile
Elementary school parent teacher organization.
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
60th percentile
Higher net margin than 60% 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
Score unavailable
No earlier valid filing was available within the previous three public years.
Revenue Growth
Score unavailable
No earlier valid filing was available within the previous three public years.
Balance Sheet
Assets
Up$60,561
Up $4,539 (+8.1%) from 2024
Liabilities
-
No earlier filing loaded for comparison.
Net Assets
Up$60,561
Up $4,539 (+8.1%) from 2024
Revenue
Up$62,918
Up $172 (+0.3%) from 2024
Expenses
Up$58,377
Up $756 (+1.3%) from 2024
Net Income
Down$4,541
Down $584 (-11%) from 2024
Trend Graphs
Filings
Most recent year
2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $60,561
- Liabilities
- -
- Net assets
- $60,561
- Revenue
- $62,918
- Expenses
- $58,377
- Net income
- $4,541
Latest Filing Detail
Jump To
Filing Snapshot
- Filing Period
- Jul 1, 2024 to Jun 30, 2025
- Signed
- Nov 20, 2025
- Return Version
- 2024v5.0
- Gross Receipts
- $93,466
Mission and Program Overview
Mission
Elementary school parent teacher organization.
The purposes of the sherwood elementary's pto are: to promote the welfare of children and youth in home, school, places of worship, and throughout the community; to raise the standards of home life; to advocate for laws that further the education, physical and mental health, welfare, and safety of children and youth; to promote the collaboration and engagement of families and educators in the education of children and youth; to engage the public in united efforts to secure the physical, mental, emotional, spiritual, and social well-being of all children and youth; and to advocate for fiscal responsibility regarding public tax dollars in public education funding. _
Program Services
| Description | Grants | Expenses |
|---|---|---|
| GIFTS TO SCHOOL FOR EQUIPMENT AND CLASSROOM ACTIVITIES | - | $34,053 |
| STAFF APPRECIATION AND CLASSROOM OUTREACH | - | $9,723 |
| MINI-GRANTS TO TEACHERS AND FUNDS FOR CLASSROOM ENHANCEMENTS | - | $6,620 |
| CASH SCHOLARSHIPS AND STUDENT AID | - | $3,514 |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| KIMBERLY DAVIES | President | PT | $0 | - | - |
| DANIELLE QUALES | Treasurer | PT | $0 | - | - |
| COURTNEY PRESAR | Vice Preside | PT | $0 | - | - |
| LINDSEY WEIDER | Vice Preside | PT | $0 | - | - |
| EMILY CORRILL | Vice Preside | PT | $0 | - | - |
| KRISTAL SMITH | Secretary | PT | $0 | - | - |
| STACY FOREMAN | Communicatio | PT | $0 | - | - |
| PATRICE HODGES | Fh Council R | PT | $0 | - | - |
Fundraising, Events, and Gaming
Fundraising Events
| Event | Gross Receipts | Gross Revenue | Direct Expenses | Net Income |
|---|---|---|---|---|
| Walk-a-thon | $46,869 | $46,869 | $7,189 | $39,680 |
| Carnival | $8,371 | $8,371 | - | $8,371 |
| Total Events | $69,778 | $69,778 | $18,651 | $51,127 |
Filing and Contact Details
Filer
- Filer Name
- Sherwood Elementary Pto
- EIN
- 83-4080625
- Phone
- 5132317565
- Address
- 7080 GRANTHAM WAY, CINCINNATI, OH 45230
Signing Officer
- Name
- Danielle Quales
- Title
- Treasurer
- Phone
- 5132317565
- Signed
- 2025-11-20
Preparer
- Firm
- Adaptivcpa Financial Solutions Pllc
- Address
- 10239 GOLDENEYE DR, ALEXANDRIA, KY 41001-7417
- Preparer
- Matthew W Mcqueary
- Phone
- 8592503780
Supplemental Narrative
Additional Explanations
Form 990-ez, Part I
“Administrative and other expenses pto administration expense 2,712 archers all in day 59 field day expense 1,463 health supplies 270 principal's account expense 779 miscellaneous 1,475 total 6,758”
Form 990-ez, Part III
“The purposes of the sherwood elementary's pto are: to promote the welfare of children and youth in home, school, places of worship, and throughout the community; to raise the standards of home life; to advocate for laws that further the education, physical and mental health, welfare, and safety of children and youth; to promote the collaboration and engagement of families and educators in the education of children and youth; to engage the public in united efforts to secure the physical, mental, emotional, spiritual, and social well-being of all children and youth; and to advocate for fiscal responsibility regarding public tax dollars in public education funding. _”
Form 990-ez, Part III, Line 31
“Staff appreciation and classroom outreach”
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| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | PRESIDENT |
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| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | VICE PRESIDE |
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| IRS990EZ/OrganizationDissolvedEtcInd | 0 | false |
| IRS990EZ/OrganizationHadUBIInd | 0 | false |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 6758 |
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| IRS990EZ/PrimaryExemptPurposeTxt | 0 | THE PURPOSES OF THE SHERWOOD ELEMENTARY'S PTO ARE: TO PROMOTE THE WELFARE OF CHILDREN AND YOUTH IN HOME, SCHOOL, PLACES OF WORSHIP, AND THROUGHOUT THE COMMUNITY; TO RAISE THE STANDARDS OF HOME LIFE; TO ADVOCATE FOR LAWS THAT FURTHER THE EDUCATION, PHYSICAL AND MENTAL HEALTH, WELFARE, AND SAFETY OF CHILDREN AND YOUTH; TO PROMOTE THE COLLABORATION AND ENGAGEMENT OF FAMILIES AND EDUCATORS IN THE EDUCATION OF CHILDREN AND YOUTH; TO ENGAGE THE PUBLIC IN UNITED EFFORTS TO SECURE THE PHYSICAL, MENTAL, EMOTIONAL, SPIRITUAL, AND SOCIAL WELL-BEING OF ALL CHILDREN AND YOUTH; AND TO ADVOCATE FOR FISCAL RESPONSIBILITY REGARDING PUBLIC TAX DOLLARS IN PUBLIC EDUCATION FUNDING. _ |
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| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | ADMINISTRATIVE AND OTHER EXPENSES PTO ADMINISTRATION EXPENSE 2,712 ARCHERS ALL IN DAY 59 FIELD DAY EXPENSE 1,463 HEALTH SUPPLIES 270 PRINCIPAL'S ACCOUNT EXPENSE 779 MISCELLANEOUS 1,475 TOTAL 6,758 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | THE PURPOSES OF THE SHERWOOD ELEMENTARY'S PTO ARE: TO PROMOTE THE WELFARE OF CHILDREN AND YOUTH IN HOME, SCHOOL, PLACES OF WORSHIP, AND THROUGHOUT THE COMMUNITY; TO RAISE THE STANDARDS OF HOME LIFE; TO ADVOCATE FOR LAWS THAT FURTHER THE EDUCATION, PHYSICAL AND MENTAL HEALTH, WELFARE, AND SAFETY OF CHILDREN AND YOUTH; TO PROMOTE THE COLLABORATION AND ENGAGEMENT OF FAMILIES AND EDUCATORS IN THE EDUCATION OF CHILDREN AND YOUTH; TO ENGAGE THE PUBLIC IN UNITED EFFORTS TO SECURE THE PHYSICAL, MENTAL, EMOTIONAL, SPIRITUAL, AND SOCIAL WELL-BEING OF ALL CHILDREN AND YOUTH; AND TO ADVOCATE FOR FISCAL RESPONSIBILITY REGARDING PUBLIC TAX DOLLARS IN PUBLIC EDUCATION FUNDING. _ |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | STAFF APPRECIATION AND CLASSROOM OUTREACH |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990-EZ, PART I |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990-EZ, PART III |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990-EZ, PART III, LINE 31 |
| ReturnHeader/BuildTS | 0 | 2025-03-06 01:10:19Z |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | DANIELLE QUALES |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | TREASURER |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 5132317565 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2025-11-20 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | SHERWOOD ELEMENTARY PTO |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | SHER |
| ReturnHeader/Filer/EIN | 0 | 834080625 |
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| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | ADAPTIVCPA FINANCIAL SOLUTIONS PLLC |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 10239 GOLDENEYE DR |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | ALEXANDRIA |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | KY |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 410017417 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 8592503780 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2025-11-20 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | MATTHEW W MCQUEARY |
| ReturnHeader/ReturnTs | 0 | 2025-11-20T10:36:47-05:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2024-07-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2025-06-30 |
| ReturnHeader/TaxYr | 0 | 2024 |
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