Nonprofit · EIN 83-4080625
SHERWOOD ELEMENTARY PTO INC
Tax-exempt · CINCINNATI, OH 45230
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-EZ | $62,918 | $58,377 | $4,541 | $60,561 | – | $60,561 |
| June 30, 2024 | 990-EZ | $62,746 | $57,621 | $5,125 | $56,022 | – | $56,022 |
| June 30, 2022 | 990-EZ | $45,329 | $30,428 | $14,901 | $46,116 | $0 | $46,116 |
Financial details: 990-EZ for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $7,510
- Net income from fundraising events
- $52,006
- Net income from sales of inventory
- $3,402
Expenses
- Grants and similar amounts paid
- $51,619
- Compensation of officers, directors and key employees
- $0
- Other expenses
- $6,758
- Program services (functional)
- $53,910
Balance sheet and other
- Total assets, start of year
- $56,020
- Total assets, end of year
- $60,561
- Total liabilities, end of year
- –
- Net assets, end of year
- $60,561
- Cash, savings and investments
- $60,561
- Gross receipts
- $93,466
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 |
|---|---|---|---|
| KIMBERLY DAVIES | PRESIDENT | 30 | $0 |
| DANIELLE QUALES | TREASURER | 20 | $0 |
| COURTNEY PRESAR | VICE PRESIDE | 10 | $0 |
| LINDSEY WEIDER | VICE PRESIDE | 10 | $0 |
| EMILY CORRILL | VICE PRESIDE | 10 | $0 |
| KRISTAL SMITH | SECRETARY | 5 | $0 |
| STACY FOREMAN | COMMUNICATIO | 10 | $0 |
| PATRICE HODGES | FH COUNCIL R | 5 | $0 |
990-EZ for the year ended June 30, 2024: 9 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KATHERINE HALPIN | PRESIDENT | 15 | $0 |
| KIMBERLY DAVIES | VICE PRESIDE | 5 | $0 |
| JESSICA OBER | VICE PRESIDE | 10 | $0 |
| LINDSEY WEIDER | VICE PRESIDE | 5 | $0 |
| COURTNEY PRESAR | VICE PRESIDE | 5 | $0 |
| DANIELLE QUALES | TREASURER | 15 | $0 |
| KRISTAL RENNER | SECRETARY | 5 | $0 |
| THOMAS TAYLOR | COMMUNICATIO | 5 | $0 |
| AMY DUNLAVY | FH COUNCIL R | 5 | $0 |
990-EZ for the year ended June 30, 2022: 8 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Melissa Snyder | President | 15 | $0 |
| Heather Goeke | Vice President | 10 | $0 |
| Jamie Holleran | Vice President | 5 | $0 |
| Liz Gates | Vice President | 5 | $0 |
| Katie Halpin | Vice President | 5 | $0 |
| Tarrell Um | Treasurer | 15 | $0 |
| Casey Guilfoyle | Secretary | 5 | $0 |
| Christina Beilfuss | Forest Hills Council Rep | 5 | $0 |
Address and contacts
- Address (IRS master file)
- 7080 GRANTHAM WAY, CINCINNATI, OH 45230-2129
- In care of
- % TRACY Z HUEBNER
- Signed the 990-EZ
- DANIELLE QUALES, TREASURER
- Phone
- (513) 231-7565
- Return prepared by
- ADAPTIVCPA FINANCIAL SOLUTIONS PLLC
Mission
THE PURPOSES OF THE SHERWOOD 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 accomplishments
- GIFTS TO SCHOOL FOR EQUIPMENT AND CLASSROOM ACTIVITIESExpenses $34,053
- MINI-GRANTS TO TEACHERS AND FUNDS FOR CLASSROOM ENHANCEMENTSExpenses $6,620
- CASH SCHOLARSHIPS AND STUDENT AIDExpenses $3,514
- STAFF APPRECIATION AND CLASSROOM OUTREACHExpenses $9,723
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
- 83-4080625
- 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
- 2019
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B94)
- Assets (IRS master file)
- $60,561
- Income (IRS master file)
- $93,466
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | June 2025 | $62,918 | $58,377 | $60,561 | XML |
| 990-EZ | June 2024 | $62,746 | $57,621 | $56,022 | XML |
| 990-EZ | June 2023 | – | – | – | IRS |
| 990-EZ | June 2022 | $45,329 | $30,428 | $46,116 | XML |
| 990-EZ | June 2021 | – | – | – | 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 83-4080625).
Questions about SHERWOOD ELEMENTARY PTO INC
- What is the EIN of SHERWOOD ELEMENTARY PTO INC?
- The employer identification number (EIN) of SHERWOOD ELEMENTARY PTO INC is 83-4080625.
- Is SHERWOOD ELEMENTARY PTO INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2019.
- Are donations to SHERWOOD ELEMENTARY PTO INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does SHERWOOD ELEMENTARY PTO INC 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 SHERWOOD ELEMENTARY PTO INC 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 SHERWOOD ELEMENTARY PTO INC 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 SHERWOOD ELEMENTARY PTO INC?
- The 990-EZ for the year ended June 30, 2025 lists 8 people; 0 received compensation from the organization.
- How much revenue does SHERWOOD ELEMENTARY PTO INC have?
- On its 990-EZ for the year ended June 30, 2025 it reported revenue of $62,918, expenses of $58,377 and total assets of $60,561 at year end.
Other nonprofits in CINCINNATI
- XAVIER UNIVERSITY EIN 31-0537516 · last filed 990 for 2025
- MOUNT ST JOSEPH UNIVERSITY EIN 23-7179567 · last filed 990 for 2025
- THE SEVEN HILLS SCHOOLS EIN 31-0536666 · last filed 990 for 2025
- CINCINNATI HILLS CHRISTIAN ACADEMY INC EIN 31-1225392 · last filed 990 for 2025
- CINCINNATI COUNTRY DAY SCHOOL EIN 31-0536970 · last filed 990 for 2025
- DOHN COMMUNITY HIGH SCHOOL EIN 31-1672272 · last filed 990 for 2023
- IDEA GREATER CINCINNATI INC EIN 85-3616675 · last filed 990 for 2025
- CHARLES P TAFT MEMORIAL FUND EIN 31-6025254 · last filed 990 for 2025