Nonprofit · EIN 31-0998195
PTA OHIO CONGRESS
Also known as LOVELAND ELEMENTARY PTA
Tax-exempt · LOVELAND, OH 45140
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-EZ | $171,639 | $174,750 | -$3,111 | $89,136 | – | $89,136 |
| June 30, 2024 | 990-EZ | $70,341 | $59,638 | $10,703 | $92,247 | – | $92,247 |
| June 30, 2023 | 990-EZ | $172,237 | $175,642 | -$3,405 | $81,544 | – | $81,544 |
Financial details: 990-EZ for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $75,086
- Membership dues
- $4,369
- Program service revenue
- $90,582
- Investment income
- $1,602
Expenses
- Grants and similar amounts paid
- $73,663
- Compensation of officers, directors and key employees
- $0
- Professional fees and payments to contractors
- $609
- Other expenses
- $100,478
- Program services (functional)
- $73,663
Balance sheet and other
- Total assets, start of year
- $92,247
- Total assets, end of year
- $89,136
- Total liabilities, end of year
- –
- Net assets, end of year
- $89,136
- Cash, savings and investments
- $89,136
- Gross receipts
- $177,991
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-EZ for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| NIKKI PRESTON | Secretary | 5 | $0 |
| KELLY COCCO | President | 15 | $0 |
| KATIE SORKIN | Treasurer | 1 | $0 |
| RYAN LAMBERT | VP Fundraising | 1 | $0 |
| PATRICK EDMUNDS | VP Technology | 1 | $0 |
| KELCIE RUOFF | MEMBERSHIP | 1 | $0 |
990-EZ for the year ended June 30, 2024: 8 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BETHANY FAIRBANKS | Secretary | 5 | $0 |
| ADRIENNE HARMEYER | Treas/President | 15 | $0 |
| KELLY COCCO | President | 15 | $0 |
| JOHN ESPY | Treasurer | 1 | $0 |
| KELLY RAFFERTY | VP Funraising | 1 | $0 |
| RYAN LAMBERT | VP Fundraising | 1 | $0 |
| PATRICK EDMUNDS | VP Technology | 1 | $0 |
| JESSICA CLOSE | MEMBERSHIP | 1 | $0 |
990-EZ for the year ended June 30, 2023: 12 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BETHANY FAIRBANKS | Secretary | 5 | $0 |
| ADRIENNE HARMEYER | President | 15 | $0 |
| STACY FOSSITT | President | 15 | $0 |
| KELLY PROUD | Treasurer | 10 | $0 |
| JOHN ESPY | ASST TREAS | 1 | $0 |
| KRISTIN SCUDDER | Vice President | 1 | $0 |
| ERICA BRISLIN | Vice President | 1 | $0 |
| CARI LEE | Vice President | 1 | $0 |
| ANDREA NOE | MEMBERSHIP | 1 | $0 |
| TANYA RATCLIFF | Vice President | 1 | $0 |
| LIZ GOLDSCHMIDT | Fundraising | 3 | $0 |
| MONICA SCHATZLE | Vice President | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 600 LOVELAND MADEIRA RD, LOVELAND, OH 45140-2703
- In care of
- % PRESIDENT
- Signed the 990-EZ
- KATE SORKIN, Treasurer
- Phone
- (301) 717-7381
- Return prepared by
- VFP TAX SERVICES LLC
Mission
Child Advocacy
Program accomplishments
- Student Educational ProgramsExpenses $30,000
- Student Field TripsExpenses $23,064
- Specialty classes paid to Independent contractors for the benefit of studentsExpenses $2,400
- Gifts and Grants to Schools for Student EnrichmentExpenses $7,551
- Teacher AppreciationExpenses $10,648
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990-EZ on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-EZ on file |
IRS record
- EIN
- 31-0998195
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Exempt since
- 1973
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Group exemption
- 2394: OHIO CONGRESS OF PARENTS & TEACHERS
- Assets (IRS master file)
- $89,136
- Income (IRS master file)
- $177,991
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | June 2025 | $171,639 | $174,750 | $89,136 | XML |
| 990-EZ | June 2024 | $70,341 | $59,638 | $92,247 | XML |
| 990-EZ | June 2023 | $172,237 | $175,642 | $81,544 | XML |
| 990-EZ | June 2022 | – | – | – | IRS |
| 990-EZ | June 2021 | – | – | – | IRS |
| 990-EZ | June 2020 | – | – | – | IRS |
| 990-EZ | June 2019 | – | – | – | IRS |
| 990-EZ | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 31-0998195).
Questions about PTA OHIO CONGRESS
- What is the EIN of PTA OHIO CONGRESS?
- The employer identification number (EIN) of PTA OHIO CONGRESS is 31-0998195.
- Is PTA OHIO CONGRESS tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1973.
- Which annual return does PTA OHIO CONGRESS file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of PTA OHIO CONGRESS due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did PTA OHIO CONGRESS last file with the IRS?
- The latest return in the IRS public files is the 990-EZ for the year ended June 2025.
- Who are the officers and directors of PTA OHIO CONGRESS?
- The 990-EZ for the year ended June 30, 2025 lists 6 people; 0 received compensation from the organization.
- How much revenue does PTA OHIO CONGRESS have?
- On its 990-EZ for the year ended June 30, 2025 it reported revenue of $171,639, expenses of $174,750 and total assets of $89,136 at year end.
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