Liabilities / Assets
56th percentile
Tied with the lowest-debt nonprofits in its peer group.
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
Liabilities / Assets
56th percentile
Tied with the lowest-debt nonprofits in its peer group.
Liabilities / Revenue
57th percentile
Tied with the lowest-debt nonprofits in its peer group.
Net Margin
59th percentile
Higher net margin than 59% of similar nonprofits.
Top Officer Pay
79th percentile
Higher top officer pay than 79% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
63rd percentile
Faster asset growth than 63% of similar nonprofits.
Revenue Growth
52nd percentile
Faster revenue growth than 52% of similar nonprofits.
Assets
Up$56,022
Up $5,125 (+10%) from 2023
Net Assets
Up$56,022
Up $5,125 (+10%) from 2023
Liabilities
Flat$0
Flat from 2023
Revenue
Up$62,746
Up $2,609 (+4.3%) from 2023
Expenses
Up$57,621
Up $2,265 (+4.1%) from 2023
Net Income
Up$5,125
Up $344 (+7.2%) from 2023
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. _
| Description | Grants | Expenses |
|---|---|---|
| GIFTS TO SCHOOL FOR EQUIPMENT AND CLASSROOM ACTIVITIES | - | $30,763 |
| STAFF APPRECIATION AND CLASSROOM OUTREACH | - | $9,464 |
| MINI-GRANTS TO TEACHERS AND FUNDS FOR CLASSROOM ENHANCEMENTS | - | $6,933 |
| CASH SCHOLARSHIPS AND STUDENT AID | - | $3,848 |
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| KATHERINE HALPIN | President | PT | $0 | - | - |
| KIMBERLY DAVIES | Vice Preside | PT | $0 | - | - |
| JESSICA OBER | Vice Preside | PT | $0 | - | - |
| LINDSEY WEIDER | Vice Preside | PT | $0 | - | - |
| COURTNEY PRESAR | Vice Preside | PT | $0 | - | - |
| DANIELLE QUALES | Treasurer | PT | $0 | - | - |
| KRISTAL RENNER | Secretary | PT | $0 | - | - |
| THOMAS TAYLOR | Communicatio | PT | $0 | - | - |
| AMY DUNLAVY | Fh Council R | PT | $0 | - | - |
| Event | Gross Receipts | Gross Revenue | Direct Expenses | Net Income |
|---|---|---|---|---|
| Walk-a-thon | $48,463 | $48,463 | $5,520 | $42,943 |
| Carnival | $8,194 | $8,194 | - | $8,194 |
| Total Events | $62,918 | $62,918 | $13,015 | $49,903 |
“Administrative and other expenses pto administration expense 2,252 archers all in day 210 field day expense 1,461 grandparents open house 620 health supplies 272 principal's account expense 850 welcome commitee 141 miscellaneous 807 total 6,613”
“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. _”
“Staff appreciation and classroom outreach”
This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.
| Path | # | Value |
|---|---|---|
| IRS990EZ/ActivitiesNotPreviouslyRptInd | 0 | false |
| IRS990EZ/BooksInCareOfDetail/PersonNm | 0 | DANIELLE QUALES |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 5132317565 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 7080 GRANTHAM WAY |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | CINCINNATI |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | OH |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 45230 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 50897 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 56022 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | false |
| IRS990EZ/ContributionsGiftsGrantsEtcAmt | 0 | 7526 |
| IRS990EZ/CostOfGoodsSoldAmt | 0 | 3594 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | false |
| IRS990EZ/EngagedInExcessBenefitTransInd | 0 | false |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | 5125 |
| IRS990EZ/FiledScheduleAInd | 0 | true |
| IRS990EZ/ForeignFinancialAccountInd | 0 | false |
| IRS990EZ/ForeignOfficeInd | 0 | false |
| IRS990EZ/Form1120PolFiledInd | 0 | false |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 50897 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 56022 |
| IRS990EZ/FundraisingGrossIncomeAmt | 0 | 71045 |
| IRS990EZ/GrantsAndSimilarAmountsPaidAmt | 0 | 51008 |
| IRS990EZ/GrossProfitLossSlsOfInvntryAmt | 0 | 3111 |
| IRS990EZ/GrossReceiptsAmt | 0 | 85276 |
| IRS990EZ/GrossSalesOfInventoryAmt | 0 | 6705 |
| IRS990EZ/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/LobbyingActivitiesInd | 0 | false |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | false |
| IRS990EZ/MethodOfAccountingAccrualInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 50897 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 56022 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 50897 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 56022 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 15.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 5.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 10.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 3 | 5.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 4 | 5.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 5 | 15.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 6 | 5.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 7 | 5.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 8 | 5.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 5 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 6 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 7 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 8 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | KATHERINE HALPIN |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | KIMBERLY DAVIES |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | JESSICA OBER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | LINDSEY WEIDER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 4 | COURTNEY PRESAR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 5 | DANIELLE QUALES |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 6 | KRISTAL RENNER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 7 | THOMAS TAYLOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 8 | AMY DUNLAVY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | PRESIDENT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | VICE PRESIDE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | VICE PRESIDE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | VICE PRESIDE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 4 | VICE PRESIDE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 5 | TREASURER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 6 | SECRETARY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 7 | COMMUNICATIO |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 8 | FH COUNCIL R |
| IRS990EZ/OperateHospitalInd | 0 | false |
| IRS990EZ/Organization501c3Ind | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | false |
| IRS990EZ/OrganizationHadUBIInd | 0 | false |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 6613 |
| 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. _ |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | GIFTS TO SCHOOL FOR EQUIPMENT AND CLASSROOM ACTIVITIES |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 1 | MINI-GRANTS TO TEACHERS AND FUNDS FOR CLASSROOM ENHANCEMENTS |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 2 | CASH SCHOLARSHIPS AND STUDENT AID |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 3 | STAFF APPRECIATION AND CLASSROOM OUTREACH |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 30763 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 1 | 6933 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 2 | 3848 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 3 | 9464 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SchoolOperatingInd | 0 | false |
| IRS990EZ/SpecialEventsDirectExpensesAmt | 0 | 18936 |
| IRS990EZ/SpecialEventsNetIncomeLossAmt | 0 | 52109 |
| IRS990EZ/SubjectToProxyTaxInd | 0 | false |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TotalExpensesAmt | 0 | 57621 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 51008 |
| IRS990EZ/TotalRevenueAmt | 0 | 62746 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd | 0 | false |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | N/A |
| IRS990ScheduleA/SchoolInd | 0 | X |
| IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt | 0 | 13015 |
| IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent2Amt | 0 | 3643 |
| IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentOtherEventsAmt | 0 | 3852 |
| IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt | 0 | 7495 |
| IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm | 0 | WALK-A-THON |
| IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm | 0 | CARNIVAL |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt | 0 | 48463 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt | 0 | 8194 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt | 0 | 6261 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt | 0 | 62918 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt | 0 | 48463 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt | 0 | 8194 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt | 0 | 6261 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt | 0 | 62918 |
| IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt | 0 | 49903 |
| IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt | 0 | 5520 |
| IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt | 0 | 5520 |
| IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt | 0 | 1 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | ADMINISTRATIVE AND OTHER EXPENSES PTO ADMINISTRATION EXPENSE 2,252 ARCHERS ALL IN DAY 210 FIELD DAY EXPENSE 1,461 GRANDPARENTS OPEN HOUSE 620 HEALTH SUPPLIES 272 PRINCIPAL'S ACCOUNT EXPENSE 850 WELCOME COMMITEE 141 MISCELLANEOUS 807 TOTAL 6,613 |
| 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 | 2024-10-15 13:58:12Z |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | DANIELLE QUALES |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | TREASURER |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 5132317565 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2024-11-15 |
| 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 |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 45230 |
| ReturnHeader/IRSResponsiblePrtyInfoCurrInd | 0 | false |
| 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 | 2024-11-15 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | MATTHEW W MCQUEARY |
| ReturnHeader/ReturnTs | 0 | 2024-11-15T12:59:47-05:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2023-07-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2024-06-30 |
| ReturnHeader/TaxYr | 0 | 2023 |
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Displayed year
2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.