Civic Intelligence

Sherwood Elementary PTO Inc.

990EZ • Fiscal year 2024 • EIN 83-4080625

Jul 01, 2023 to Jun 30, 2024 • Filed on Nov 15, 2024

7080 Grantham WayCincinnati, OH 45230

(513) 231-7565

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

56th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

57th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

59th percentile

8.2%

Higher net margin than 59% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

63rd percentile

10%

Faster asset growth than 63% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

52nd percentile

4.3%

Faster revenue growth than 52% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

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

Historical Trend

Balance Sheet Trend

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

$80K$60K$40K$20K$0Assets 2019: $64,000Liabilities 2019: $02019Assets 2020: $79,864Liabilities 2020: $02020Assets 2021: $31,215Liabilities 2021: $0Net Assets 2021: $31,2152021Assets 2022: $46,116Liabilities 2022: $0Net Assets 2022: $46,1162022Assets 2023: $50,897Liabilities 2023: $0Net Assets 2023: $50,8972023Assets 2024: $56,022Liabilities 2024: $0Net Assets 2024: $56,0222024Assets 2025: $60,561Net Assets 2025: $60,5612025

Highlighted filing

2024

Assets$56,022
Liabilities$0
Net Assets$56,022

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$100K$50K$0-$50KRevenue 2019: $64,001Expenses 2019: $0Net Income 2019: $64,0012019Revenue 2020: $39,474Expenses 2020: $55,339Net Income 2020: -$15,8652020Revenue 2021: $12,950Expenses 2021: $33,306Net Income 2021: -$20,3562021Revenue 2022: $45,329Expenses 2022: $30,428Net Income 2022: $14,9012022Revenue 2023: $60,137Expenses 2023: $55,356Net Income 2023: $4,7812023Revenue 2024: $62,746Expenses 2024: $57,621Net Income 2024: $5,1252024Revenue 2025: $62,918Expenses 2025: $58,377Net Income 2025: $4,5412025

Highlighted filing

2024

Revenue$62,746
Expenses$57,621
Net Income$5,125
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Nov 15, 2024
Return Version
2023v5.0
Gross Receipts
$85,276
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

DescriptionGrantsExpenses
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
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
KATHERINE HALPINPresidentPT$0--
KIMBERLY DAVIESVice PresidePT$0--
JESSICA OBERVice PresidePT$0--
LINDSEY WEIDERVice PresidePT$0--
COURTNEY PRESARVice PresidePT$0--
DANIELLE QUALESTreasurerPT$0--
KRISTAL RENNERSecretaryPT$0--
THOMAS TAYLORCommunicatioPT$0--
AMY DUNLAVYFh Council RPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet 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
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
2024-11-15

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 2,252 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

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/TitleTxt0PRESIDENT
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VICE PRESIDE
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6SECRETARY
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IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
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IRS990EZ/OtherExpensesTotalAmt06613
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IRS990EZ/PrimaryExemptPurposeTxt0THE 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/DescriptionProgramSrvcAccomTxt2CASH SCHOLARSHIPS AND STUDENT AID
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3STAFF APPRECIATION AND CLASSROOM OUTREACH
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ADMINISTRATIVE 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/ExplanationTxt1THE 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/ExplanationTxt2STAFF APPRECIATION AND CLASSROOM OUTREACH
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III, LINE 31
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0DANIELLE QUALES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05132317565
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SHERWOOD ELEMENTARY PTO
ReturnHeader/Filer/BusinessNameControlTxt0SHER
ReturnHeader/Filer/EIN0834080625
ReturnHeader/Filer/PhoneNum05132317565
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0KY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0410017417
ReturnHeader/PreparerPersonGrp/PhoneNum08592503780
ReturnHeader/PreparerPersonGrp/PreparationDt02024-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MATTHEW W MCQUEARY
ReturnHeader/ReturnTs02024-11-15T12:59:47-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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