Civic Intelligence

Mercer Elementary PTO

990EZ • Fiscal year 2024 • EIN 87-4678588

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

2600 Bartels RoadCincinnati, OH 45244

(513) 232-7000

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 2024

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2024

Net Margin

90th percentile

47%

Higher net margin than 90% 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

86th percentile

57%

Faster asset growth than 86% of similar nonprofits.

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

Revenue Growth

72nd percentile

24%

Faster revenue growth than 72% of similar nonprofits.

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

Assets

Up

$92,829

Up $33,584 (+57%) from 2023

Net Assets

Up

$92,829

Up $33,584 (+57%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$70,761

Up $13,802 (+24%) from 2023

Expenses

Down

$37,177

Down $5,354 (-13%) from 2023

Net Income

Up

$33,584

Up $19,156 (+133%) from 2023

Historical Trend

Balance Sheet Trend

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

$100K$50K$0Assets 2022: $44,817Liabilities 2022: $0Net Assets 2022: $44,8172022Assets 2023: $59,245Liabilities 2023: $0Net Assets 2023: $59,2452023Assets 2024: $92,829Net Assets 2024: $92,8292024Assets 2025: $78,415Net Assets 2025: $78,4152025

Highlighted filing

2024

Assets$92,829
Liabilities-
Net Assets$92,829

Operations Trend

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

$100K$50K$0-$50KRevenue 2022: $44,817Expenses 2022: $0Net Income 2022: $44,8172022Revenue 2023: $56,959Expenses 2023: $42,531Net Income 2023: $14,4282023Revenue 2024: $70,761Expenses 2024: $37,177Net Income 2024: $33,5842024Revenue 2025: $76,837Expenses 2025: $91,251Net Income 2025: -$14,4142025

Highlighted filing

2024

Revenue$70,761
Expenses$37,177
Net Income$33,584
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Nov 15, 2024
Return Version
2023v5.0
Gross Receipts
$78,387
Mission and Program Overview

Mission

The purposes of the mercer 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
EDUCATIONAL ENHANCEMENTS THROUGH TECHNOLOGY, TEACHER RESOURCES AND STUDENT ACTIVITIES-$25,128
SCHOLARSHIPS & GRANTS - SCHOLARSHIPS FOR STUDENT AID AND INSTRUCTIONAL GRANTS TO TEACHERS FOR CLASSROOM ENHANCEMENTS.$6,888$15,028
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
COLLEEN REEDPresidentPT$0--
AMBER LUNDSFORDEvp-$0--
JOHANNA GOODESecretary-$0--
BRIAN BERSCHBACKTreasurerPT$0--
EMILY ANSLINGERAssistant Tr-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Move 4 Mercer$42,136-$2,997-
Daddy / Daughte$5,085$5,085-$5,085
Total Events$47,221$5,085$4,752$333
Filing and Contact Details

Filer

Filer Name
Mercer Elementary Pto
EIN
87-4678588
Phone
5132327000
Address
2600 BARTELS ROAD, CINCINNATI, OH 45244

Signing Officer

Name
Brian Berschback
Title
Treasurer
Phone
5132327000
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

Line 10: turpin high school 200, friends of the children 174, instructional grants 6,514, gifts to school 13,059, student aid 1,626, total 21,573 line 16: schedule of other expenses administration expenses 3,506 mercer staff 1,714 small programs 150 mercer mania 3,721 conference dinners 2,870 back to school 1,870 discretionary fund 1,412 misc expense 361 total 15,604

Form 990-ez, Part III

The purposes of the mercer 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/ExplanationTxt0LINE 10: TURPIN HIGH SCHOOL 200, FRIENDS OF THE CHILDREN 174, INSTRUCTIONAL GRANTS 6,514, GIFTS TO SCHOOL 13,059, STUDENT AID 1,626, TOTAL 21,573 LINE 16: SCHEDULE OF OTHER EXPENSES ADMINISTRATION EXPENSES 3,506 MERCER STAFF 1,714 SMALL PROGRAMS 150 MERCER MANIA 3,721 CONFERENCE DINNERS 2,870 BACK TO SCHOOL 1,870 DISCRETIONARY FUND 1,412 MISC EXPENSE 361 TOTAL 15,604
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE PURPOSES OF THE MERCER 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/FormAndLineReferenceDesc0FORM 990-EZ, PART I
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART III
ReturnHeader/BuildTS02024-10-15 13:58:12Z
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ReturnHeader/ReturnTs02024-11-15T12:59:47-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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Filings