Civic Intelligence

Goodridge Elementary PTO

990 • Fiscal year 2024 • EIN 93-3693628

Jan 01, 2024 to Dec 31, 2024 • Filed on May 15, 2025

Organization Profile
3330 Cougar PathHebron, KY 41048

(859) 334-4420

Siviq Scores

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

Liabilities / Assets

88th percentile

0.00x

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

2024 filings • NTEE B94 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

88th percentile

0.00x

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

2024 filings • NTEE B94 • <$500k nonprofits • Source year 2024

Net Margin

67th percentile

18%

Higher net margin than 67% of similar nonprofits.

2024 filings • NTEE B94 • <$500k nonprofits • Source year 2024

Top Officer Pay

99th percentile

$0

Higher top officer pay than 99% of similar nonprofits.

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

2024 filings • NTEE B94 • <$500k nonprofits • Source year 2024

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2024

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2024

Balance Sheet
Liabilities / Assets88th percentile

Assets

$21,666

No earlier filing loaded for comparison.

Net Assets

$21,666

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue88th percentileNet Margin67th percentile

Revenue

$36,161

No earlier filing loaded for comparison.

Expenses

$29,783

No earlier filing loaded for comparison.

Net Income

$6,378

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$30K$20K$10K$0Assets 2024: $21,666Liabilities 2024: $0Net Assets 2024: $21,6662024Assets 2025: $17,904Liabilities 2025: $0Net Assets 2025: $17,9042025

Highlighted filing

2024

Assets$21,666
Liabilities$0
Net Assets$21,666
Open 2024 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$40K$20K$0-$20KRevenue 2024: $36,161Expenses 2024: $29,783Net Income 2024: $6,3782024Revenue 2025: $34,156Expenses 2025: $37,918Net Income 2025: -$3,7622025

Highlighted filing

2024

Revenue$36,161
Expenses$29,783
Net Income$6,378
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 15, 2025
Return Version
2024v5.1
Gross Receipts
$43,558
Mission and Program Overview

Mission

Supporting the education of children at Goodridge Elementary by fostering relationships among the school, parents, and teachers.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$15,288$21,666▲ $6,378
Total Assets$15,288$21,666▲ $6,378
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$15,288$21,666▲ $6,378
Total Net Assets Fund Balance$15,288$21,666▲ $6,378
Total Liabilities and Net Assets / Fund Balance$15,288$21,666▲ $6,378
Compensation and Service Providers
Top Officer Pay99th percentile

Board Members and Trustees

NameTitle
Elizabeth JonesPresident
Laurie MillerVice President
Maggie CrumOfficer
Amy PieperSecretary
Jamie Steelman-BondsTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$43,558
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$-7,397
All Other Contributions
$9,242
Change in Net Assets
$6,378
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$29,783
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Expenses$12,873$55-$12,873
Office Expenses-$864-$864
Fees for Services Accounting-$600-$600
Insurance-$550-$550
Total Functional Expenses$27,106$2,677$0$29,783
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
Yes

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$7,397
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Candy Bar Sale$14,362$14,362-$14,362
Catalog Sales$9,685$9,685-$9,685
Total Events$34,316$34,316$7,397$26,919
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section Section A. Governing Body and Management, Line 6

“Any parent, guardian, or other adult standing in loco parentis for a student at the school may be a member. The principal and any teacher employed at the school may be a member. Grandparents, extended family, and community members may also be members.”

Form 990, Part VI, Section Section A. Governing Body and Management, Line 7A

“Members have one vote per household.”

Form 990, Part VI, Section Section A. Governing Body and Management, Line 1A

“Goodridge Elementary PTO, Inc. includes an executive board that transact business between meetings in preparation for the general meeting, create standing rules and policies, create standing and temporary committees, prepare and submit a budget to the membership, approve routine bills, and prepare reports and recommendations to the membership.”

Form 990, Part VI, Section Section A. Governing Body and Management, Line 8A

“Governing body meetings are recorded by the secretary, and keeps a copy of the minutes book.”

Form 990, Part VI, Section Section A. Governing Body and Management, Line 8B

“Committee meetings are documented in the minutes by the secretary.”

Form 990, Part VI, Section B. Policies, Line 11A

“Tax return has been made available for review by the governing body.”

Form 990, Part VI, Section B. Policies, Line 12A,12B, 12C

“Goodridge Elementary PTO, Inc. has a written conflict of interest policy. Annual interests that give rise to conflicts must be reported in accordance with this policy. Period reviews are conducted to monitor and enforce compliance with the conflict of interest policy.”

Form 990, Part VI, Section C. Disclosure, Line 19

“Governing documents are available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Goodridge Elementary PTO
EIN
93-3693628
Address
3330 Cougar Path, Hebron, KY 41048

Signing Officer

Name
Jamie Steelman-Bonds
Title
Treasurer
Signed
2025-05-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Elizabeth Jones
Formed
2024
Legal Domicile
Ky
Voting Board Members
5
Independent Board Members
5
Employees
0

Preparer

Preparer
Ian G Steidel
Phone
5137485931
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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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IRS990/ProgSrvcAccomActy2Grp/Desc0We purchased items requested by the school to help them meet their security audit needs, curtains for all interior classroom windows, with quick-release ties.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Any parent, guardian, or other adult standing in loco parentis for a student at the school may be a member. The principal and any teacher employed at the school may be a member. Grandparents, extended family, and community members may also be members.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Members have one vote per household.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Goodridge Elementary PTO, Inc. includes an executive board that transact business between meetings in preparation for the general meeting, create standing rules and policies, create standing and temporary committees, prepare and submit a budget to the membership, approve routine bills, and prepare reports and recommendations to the membership.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Governing body meetings are recorded by the secretary, and keeps a copy of the minutes book.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Committee meetings are documented in the minutes by the secretary.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Tax return has been made available for review by the governing body.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Goodridge Elementary PTO, Inc. has a written conflict of interest policy. Annual interests that give rise to conflicts must be reported in accordance with this policy. Period reviews are conducted to monitor and enforce compliance with the conflict of interest policy.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Governing documents are available to the public upon request.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section Section A. Governing Body and Management, Line 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section Section A. Governing Body and Management, Line 7a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section Section A. Governing Body and Management, Line 1a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section Section A. Governing Body and Management, Line 8a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Section Section A. Governing Body and Management, Line 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part VI, Section B. Policies, Line 11a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990, Part VI, Section B. Policies, Line 12a,12b, 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990, Part VI, Section C. Disclosure, Line 19
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ReturnHeader/Filer/USAddress/CityNm0Hebron
ReturnHeader/Filer/USAddress/StateAbbreviationCd0KY
ReturnHeader/Filer/USAddress/ZIPCd041048
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerPersonGrp/PhoneNum05137485931
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Ian G Steidel
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-05-15T06:44:18-00:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

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Filings

Displayed year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$21,666
Liabilities
$0
Net assets
$21,666
Revenue
$36,161
Expenses
$29,783
Net income
$6,378
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$17.9$0.00$17.9$34.2$37.9$3.76
2024Detailed filing. Detailed filing data is available for this year.$21.7$0.00$21.7$36.2$29.8$6.38