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Nonprofit · EIN 46-3504646

SUMMERSIDE ELEMENTARY PTO

Tax-exempt · CINCINNATI, OH 45245

Financials

$43K$53K2023$64K$71K2024
Revenue Expenses · by fiscal year end
Financials of SUMMERSIDE ELEMENTARY PTO by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
July 31, 2025990-EZ$64,077$71,304-$7,227$21,415–$21,415
July 31, 2024990-EZ$43,321$53,023-$9,702$28,642–$28,642
Financial details: 990-EZ for the year ended July 31, 2025

Revenue

Contributions, gifts and grants
$1,864
Program service revenue
$30,123
Net income from fundraising events
$29,869
Other revenue
$2,221

Expenses

Compensation of officers, directors and key employees
$0
Professional fees and payments to contractors
$1,041
Other expenses
$70,263
Program services (functional)
$70,272

Balance sheet and other

Total assets, start of year
$28,642
Total assets, end of year
$21,415
Total liabilities, end of year
–
Net assets, end of year
$21,415
Cash, savings and investments
$21,415
Gross receipts
$77,828

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.

NameTitleHours / weekCompensation
REBECCA CURTISTREASURER0$0
DANA MONTGOMERYPRESIDENT0$0
SADIE WILLIAMSCO-VICE-PRES0$0
BETSY BROWNCO-VICE PRES0$0
AMY HASKELLCO-SECRETARY0$0
KATIE BROWNCO-SECRETARY0$0
990-EZ for the year ended July 31, 2024: 4 people
NameTitleHours / weekCompensation
DANA MONTGOMERYPRESIDENT/TR15$0
SADIE WILLIAMSCO-VICE-PRES15$0
BETSY BROWNCO-VICE PRES15$0
NICKI VACARIOSECRETARY15$0

Address and contacts

Address (IRS master file)
4639 VERMONA DR, CINCINNATI, OH 45245-1021
In care of
% SUMMERSIDE ELEMENTARY SCHOOL
Mailing address (990-N for 2022)
4639 Vermona Drive, Cincinnati OH 45245
Principal officer (990-N for 2022)
Dana Montgomery, 4639 Vermona Drive, Cincinnati OH 45245
Signed the 990-EZ
REBECCA CURTIS, TREASURER
Phone
(513) 947-7900
Return prepared by
ORCUTT & COMPANY LLC

Mission

A) SUPPORT AND IMPROVE THE CONNECTION BETWEEN HOME AND SCHOOL; B) PROMOTE WELFARE OF STUDENTS; C) ENHANCE EDUCATIONAL EXPERIENCE OF STUDENTS; AND D) PROMOTE A SAFE LEARNING ENVIRONMENT

990-EZ for the year ended July 31, 2025

Program accomplishments

  • THE FURTHERANCE AND FULFILLMENT OF ORGANIZATION'S MISSION AND PRIMARY EXEMPT PURPOSE.
    Expenses $45,957
  • THE FURTHERANCE AND FULFILLMENT OF ORGANIZATION'S MISSION AND PRIMARY EXEMPT PURPOSE
    Expenses $24,315

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 July, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025July 31, 2026December 15, 2026Not due yet
2024July 31, 2025December 15, 2025990-EZ on file
2023July 31, 2024December 16, 2024990-EZ on file

IRS record

EIN
46-3504646
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Publicly supported organization (170(b)(1)(A)(vi))
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
2015
Accounting year ends
July
Files
Form 990 or 990-EZ
Category (NTEE)
Education (B94)
Assets (IRS master file)
$21,415
Income (IRS master file)
$77,828

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-EZJuly 2025–––IRS
990-EZJuly 2024–––IRS
990-N for 2022
Officer: Dana Montgomery
July 31, 2023≤ $50,000 receipts––e-Postcard
990-EZJuly 2022–––IRS

990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 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.

Questions about SUMMERSIDE ELEMENTARY PTO

What is the EIN of SUMMERSIDE ELEMENTARY PTO?
The employer identification number (EIN) of SUMMERSIDE ELEMENTARY PTO is 46-3504646.
Is SUMMERSIDE ELEMENTARY PTO tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2015.
Are donations to SUMMERSIDE ELEMENTARY PTO tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does SUMMERSIDE ELEMENTARY PTO 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 SUMMERSIDE ELEMENTARY PTO due?
The return for tax year 2025 (the year ending July 31, 2026) is due December 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did SUMMERSIDE ELEMENTARY PTO last file with the IRS?
The latest return in the IRS public files is the 990-EZ for the year ended July 2025.
Who is the principal officer of SUMMERSIDE ELEMENTARY PTO?
The 990-N for 2022 names Dana Montgomery.
Who are the officers and directors of SUMMERSIDE ELEMENTARY PTO?
The 990-EZ for the year ended July 31, 2025 lists 6 people; 0 received compensation from the organization.
How much revenue does SUMMERSIDE ELEMENTARY PTO have?
On its 990-EZ for the year ended July 31, 2025 it reported revenue of $64,077, expenses of $71,304 and total assets of $21,415 at year end.

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