Civic Intelligence

West Union Elementary PTO

990EZ • Fiscal year 2015 • EIN 16-1679433

Jan 01, 2015 to Dec 31, 2015 • Filed on Aug 15, 2016

Organization ProfileN/A
PO Box 597West Union, OH 45693

(937) 544-2951

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2015

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2015

Net Margin

97th percentile

78%

Higher net margin than 97% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

60th percentile

8.0%

Faster asset growth than 60% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

11th percentile

-44%

Faster revenue growth than 11% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$35,785

Up $2,665 (+8.0%) from 2014

Net Assets

$35,785

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin97th percentile

Revenue

Down

$3,422

Down $2,671 (-44%) from 2014

Expenses

Down

$757

Down $2,463 (-76%) from 2014

Net Income

Down

$2,665

Down $208 (-7.2%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth60th percentile

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

$40K$30K$20K$10K$0Assets 2014: $33,120Liabilities 2014: $02014Assets 2015: $35,785Net Assets 2015: $35,7852015Assets 2016: $30,889Liabilities 2016: $02016Assets 2017: $30,665Net Assets 2017: $30,6652017Assets 2018: $19,705Net Assets 2018: $19,7052018Assets 2024: $24,699Net Assets 2024: $24,6992024

Highlighted filing

2015

Assets$35,785
Liabilities-
Net Assets$35,785
Open 2015 Filing

Operations Trend

Revenue Growth11th percentile

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

$40K$20K$0-$20KRevenue 2014: $6,093Expenses 2014: $3,220Net Income 2014: $2,8732014Revenue 2015: $3,422Expenses 2015: $757Net Income 2015: $2,6652015Revenue 2016: $11,939Expenses 2016: $16,834Net Income 2016: -$4,8952016Revenue 2017: $2,071Expenses 2017: $2,295Net Income 2017: -$2242017Revenue 2018: $19,261Expenses 2018: $30,221Net Income 2018: -$10,9602018Revenue 2024: $31,373Expenses 2024: $35,106Net Income 2024: -$3,7332024

Highlighted filing

2015

Revenue$3,422
Expenses$757
Net Income$2,665
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Aug 15, 2016
Return Version
2015v2.1
Gross Receipts
$74,627
Mission and Program Overview

Mission

Financial suport to assist educational opportunities at WU Elementary

Financial support to assist educational opportunities at West Union Elementary.

Program Services

DescriptionGrantsExpenses
Other School Support-$27,617
Cookie Dough Fundraiser is used to provide funding for equipment and facilities for West Union Elementary School.-$24,091
BOOK FAIR IS USED TO PROVIDE BOOKS TO STUDENTS AND CLASSROOMS AT WEST UNION ELEMENTARY SCHOOL.-$12,344
Fall Festival is used to provide money to individual classrooms for supplies at West Union Elementary School-$7,153
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MONJA KINGSOLVERCo-PresidentPT$0--
JULIANA STATENCo-PresidentPT$0--
TINA GAFFINCo-SecretaryPT$0--
ANGEL STEVENSONCo-SecretaryPT$0--
REGINA BOLINGTreasurerPT$0--
Filing and Contact Details

Filer

Filer Name
West Union Elementary PTO
EIN
16-1679433
Phone
9375442951
Address
PO Box 597, West Union, OH 45693

Signing Officer

Name
Juliana Staten
Title
Co-president
Phone
9375442951
Signed
2016-08-15
Discuss with paid preparer
Yes

Preparer

Firm
Julie Shupert CPA
Address
900 Raines Road, Seaman, OH 45679
Preparer
Julie Shupert CPA
Phone
9373862682
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 16

“Office Supplies 290.”

Form 990EZ, Part I, Line 16

“Miscellaneous 166.”

Form 990EZ, Part I, Line 16

“Bank Fees 58.”

Form 990EZ, Part I, Line 16

“Nurse's Station 153.”

Form 990EZ, Part I, Line 16

“Accounting 90.”

Raw XML Appendix141 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0REGINA BOLING
IRS990EZ/BooksInCareOfDetail/PhoneNum09375441713
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO Box 597
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0West Union
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OH
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd045693
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt033120
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt035785
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt00
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt02665
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt033120
IRS990EZ/Form990TotalAssetsGrp/EOYAmt035785
IRS990EZ/FundraisingGrossIncomeAmt074627
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt074627
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt033120
IRS990EZ/NetAssetsOrFundBalancesEOYAmt035785
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt033120
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt035785
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt35.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt45.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MONJA KINGSOLVER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JULIANA STATEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2TINA GAFFIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ANGEL STEVENSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4REGINA BOLING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Co-President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Co-President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Co-Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Co-Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt0757
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Financial support to assist educational opportunities at West Union Elementary.
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Cookie Dough Fundraiser is used to provide funding for equipment and facilities for West Union Elementary School.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1BOOK FAIR IS USED TO PROVIDE BOOKS TO STUDENTS AND CLASSROOMS AT WEST UNION ELEMENTARY SCHOOL.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Fall Festival is used to provide money to individual classrooms for supplies at West Union Elementary School
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3Other School Support
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt024091
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt112344
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt27153
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt327617
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt071205
IRS990EZ/SpecialEventsNetIncomeLossAmt03422
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0757
IRS990EZ/TotalProgramServiceExpensesAmt071205
IRS990EZ/TotalRevenueAmt03422
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0Other Income Part II, Line 10 Description: Fund Raising 2015: 74627.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Pt II Ln 10
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt074627
IRS990ScheduleA/OtherIncome170Grp/TotalAmt074627
IRS990ScheduleA/PrivateFoundation170Ind0X
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct00
IRS990ScheduleA/PublicSupportPY170Pct00.00000
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt00
IRS990ScheduleA/TotalSupportAmt074627
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Supplies 290.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Miscellaneous 166.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Bank Fees 58.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Nurse's Station 153.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Accounting 90.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part I, Line 16
ReturnHeader/BuildTS02016-12-15 16:53:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JULIANA STATEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CO-PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09375442951
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-08-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0West Union Elementary PTO
ReturnHeader/Filer/BusinessNameControlTxt0WEST
ReturnHeader/Filer/EIN0161679433
ReturnHeader/Filer/PhoneNum09375442951
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 597
ReturnHeader/Filer/USAddress/CityNm0West Union
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd045693
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Julie Shupert CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0900 Raines Road
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Seaman
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd045679
ReturnHeader/PreparerPersonGrp/PhoneNum09373862682
ReturnHeader/PreparerPersonGrp/PreparationDt02016-08-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JULIE SHUPERT CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02016-08-15T08:23:35-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$35,785
Liabilities
-
Net assets
$35,785
Revenue
$3,422
Expenses
$757
Net income
$2,665
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$24.7$24.7$31.4$35.1$3.73
2018Detailed filing. Detailed filing data is available for this year.$19.7$19.7$19.3$30.2$11.0
2017Detailed filing. Detailed filing data is available for this year.$30.7$30.7$2.07$2.30$0.22
2016Summary only. Only limited summary data is available for this year.$30.9$0.00$11.9$16.8$4.90
2015Detailed filing. Detailed filing data is available for this year.$35.8$35.8$3.42$0.76$2.67
2014Summary only. Only limited summary data is available for this year.$33.1$0.00$6.09$3.22$2.87