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
81st percentile
Higher top officer pay than 81% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
66th percentile
Faster asset growth than 66% of similar nonprofits.
Revenue Growth
53rd percentile
Faster revenue growth than 53% of similar nonprofits.
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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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/OfficerDirectorTrusteeEmplGrp/PersonNm | 7 | PATRICE HODGES |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | PRESIDENT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | TREASURER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | VICE PRESIDE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | VICE PRESIDE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 4 | VICE PRESIDE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 5 | SECRETARY |
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| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 7 | FH COUNCIL R |
| IRS990EZ/OperateHospitalInd | 0 | false |
| IRS990EZ/Organization501c3Ind | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | false |
| IRS990EZ/OrganizationHadUBIInd | 0 | false |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 6758 |
| IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt | 0 | NONE |
| IRS990EZ/PartVIOfCompOfHghstPdEmplTxt | 0 | NONE |
| IRS990EZ/PoliticalCampaignActyInd | 0 | false |
| 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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| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 3 | STAFF APPRECIATION AND CLASSROOM OUTREACH |
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| IRS990EZ/SpecialEventsNetIncomeLossAmt | 0 | 52006 |
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| IRS990EZ/WebsiteAddressTxt | 0 | N/A |
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| IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt | 0 | 2 |
| 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 |
| ReturnHeader/Filer/PhoneNum | 0 | 5132317565 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 7080 GRANTHAM WAY |
| ReturnHeader/Filer/USAddress/CityNm | 0 | CINCINNATI |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | OH |
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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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