Nonprofit · EIN 45-2696730
SOUTHDALE ELEMENTARY SCHOOL PTO INC
Tax-exempt · KETTERING, OH 45409
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| July 31, 2025 | 990-EZ | $37,366 | – | – | $97,639 | – | $97,639 |
| July 31, 2024 | 990-EZ | $8,518 | $0 | $8,518 | $60,273 | $0 | $60,273 |
| July 31, 2023 | 990-EZ | $5,764 | $0 | $5,764 | $52,135 | $380 | $51,755 |
Financial details: 990-EZ for the year ended July 31, 2025
Revenue
- Contributions, gifts and grants
- $43,147
- Net income from fundraising events
- -$5,781
Expenses
- Compensation of officers, directors and key employees
- $0
Balance sheet and other
- Total assets, start of year
- $60,273
- Total assets, end of year
- $97,639
- Total liabilities, end of year
- –
- Net assets, end of year
- $97,639
- Cash, savings and investments
- $97,639
- Gross receipts
- $43,147
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 July 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Alexandra Lacy | Principal and Board Member | 1 | $0 |
| Lauren Nevins | President | 1 | $0 |
| Erin Plunkett | Secretary | 1 | $0 |
| Hannah Dickey | Vice President | 1 | $0 |
| Kelly Wenning | Co-Tresasurer | 1 | $0 |
| Elizabeth Govan | Co-Treasurer | 1 | $0 |
| Gretchen Pillips | Communications | 1 | $0 |
| Jessica Stockelman | Board Member | 1 | $0 |
990-EZ for the year ended July 31, 2024: 9 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Alexandra Lacy | PrincipalBoard Member | 1 | $0 |
| Holly Beard | President | 1 | $0 |
| Erin Plunkett | Secretary | 1 | $0 |
| Jessica Rowden | Treasurer | 1 | $0 |
| Dori Daskalakis | Board Member | 1 | $0 |
| Lauren Nevins | Presidential Successor | 1 | $0 |
| Hannah Dickey | Vice President Successor | 1 | $0 |
| Kelly Wenning | Co-Treasurer Successor | 1 | $0 |
| Elizabeth Govan | Co-Treasurer Successor | 0.99 | $0 |
990-EZ for the year ended July 31, 2023: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DAN PALMER | PRINCIPALBOARD MEMBER | 1 | $0 |
| HOLLY BEARD | PRESIDENT | 1 | $0 |
| HEATHER MCDEVITT | SECRETARY | 1 | $0 |
| JESSICA ROWDEN | TREASURER | 1 | $0 |
| BIRTTANY MILLER | VP OF VOLUNTEERS | 1 | $0 |
| DORI DASKALAKIS | BOARD MEMBER | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 1200 W DOROTHY LN, KETTERING, OH 45409-1307
- In care of
- % JONATHAN COOPER
- Mailing address (990-N for 2025)
- 1200 W DOROTHY LN, KETTERING OH 454091307
- Principal officer (990-N for 2025)
- Elizabeth Govan, 1200 W DOROTHY LN, KETTERING OH 45409
- Signed the 990-EZ
- Elizabeth Govan, Co-Treasurer
Mission
THE ORGANIZATIONS PRIMARY PURPOSE IS TO SUPPORT THE EDUCATIONAL AND RELATED ACTIVITIES OF SOUTHDALE ELEMENTARY SCHOOL ITS STUDENTS PARENTS SCHOOL PERSONNEL AND COMMUNITY
Program accomplishments
- Give money to teachers in the school so they can buy what they need.grants $3,227
What it must file and when
IRS records say it files Form 990-N (e-Postcard). Gross receipts normally $50,000 or less. Its accounting year ends in July, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | July 31, 2026 | December 15, 2026 | 990-N on file |
| 2024 | July 31, 2025 | December 15, 2025 | 990-N on file |
| 2023 | July 31, 2024 | December 16, 2024 | 990-EZ on file |
IRS record
- EIN
- 45-2696730
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2012
- Accounting year ends
- July
- Files
- Form 990-N (e-Postcard)
- Category (NTEE)
- Education (B11)
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-N for 2025 Officer: Elizabeth Govan | July 31, 2026 | ≤ $50,000 receipts | – | – | e-Postcard |
| 990-N for 2024 Officer: Elizabeth Govan | July 31, 2025 | ≤ $50,000 receipts | – | – | e-Postcard |
| 990-EZ | July 2025 | $37,366 | – | $97,639 | XML |
| 990-EZ | July 2024 | $8,518 | $0 | $60,273 | XML |
| 990-EZ | July 2023 | $5,764 | $0 | $52,135 | XML |
| 990-EZ | July 2022 | – | – | – | IRS |
| 990-EZ | July 2021 | – | – | – | IRS |
| 990-EZ | July 2020 | – | – | – | IRS |
| 990-EZ | July 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 45-2696730).
Questions about SOUTHDALE ELEMENTARY SCHOOL PTO INC
- What is the EIN of SOUTHDALE ELEMENTARY SCHOOL PTO INC?
- The employer identification number (EIN) of SOUTHDALE ELEMENTARY SCHOOL PTO INC is 45-2696730.
- Is SOUTHDALE ELEMENTARY SCHOOL PTO INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2012.
- Are donations to SOUTHDALE ELEMENTARY SCHOOL PTO INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does SOUTHDALE ELEMENTARY SCHOOL PTO INC file?
- Form 990-N (e-Postcard). Gross receipts normally $50,000 or less.
- When is the next return of SOUTHDALE ELEMENTARY SCHOOL PTO INC due?
- The return for tax year 2026 (the year ending July 31, 2027) is due December 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SOUTHDALE ELEMENTARY SCHOOL PTO INC last file with the IRS?
- The latest return in the IRS public files is the 990-N for 2025 for the year ended July 31, 2026.
- Who is the principal officer of SOUTHDALE ELEMENTARY SCHOOL PTO INC?
- The 990-N for 2025 names Elizabeth Govan.
- Who are the officers and directors of SOUTHDALE ELEMENTARY SCHOOL PTO INC?
- The 990-EZ for the year ended July 31, 2025 lists 8 people; 0 received compensation from the organization.
- How much revenue does SOUTHDALE ELEMENTARY SCHOOL PTO INC have?
- On its 990-EZ for the year ended July 31, 2025 it reported revenue of $37,366 and total assets of $97,639 at year end.
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