Civic Intelligence

West Union Elementary PTO

990EZ • Fiscal year 2017 • EIN 16-1679433

Jan 01, 2017 to Dec 31, 2017 • Filed on May 15, 2018

Organization ProfileN/A
555 Lloyd RoadWest 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 2017

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2017

Net Margin

23rd percentile

-11%

Higher net margin than 23% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

43rd percentile

-0.7%

Faster asset growth than 43% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

3rd percentile

-83%

Faster revenue growth than 3% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$30,665

Down $224 (-0.7%) from 2016

Net Assets

$30,665

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin23rd percentile

Revenue

Down

$2,071

Down $9,868 (-83%) from 2016

Expenses

Down

$2,295

Down $14,539 (-86%) from 2016

Net Income

Up

-$224

Up $4,671 (+95%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth43rd 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

2017

Assets$30,665
Liabilities-
Net Assets$30,665
Open 2017 Filing

Operations Trend

Revenue Growth3rd 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

2017

Revenue$2,071
Expenses$2,295
Net Income-$224
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 15, 2018
Return Version
2017v2.3
Gross Receipts
$72,278
Mission and Program Overview

Mission

Financial suport to assist educational opportunities at WU Elementary

Program Services

DescriptionGrantsExpenses
Cookie Dough Fundraiser is used to provide funding for equipment and facilties for West Union Elementary-$22,399
Fall Festival is used to provide money to individual classrooms for supplies at West Union Elementary School-$12,732
Book Fair is used to provide books to students and classrooms at West Union Elementary School.-$12,732
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Angel StevensonCo-PresidentPT$0--
Michelle HoopCo-PresidentPT$0--
Barbie RoweSecretaryPT$0--
Christina NelmsSecretaryPT$0--
Regina BolingTreasurerPT$0--
Filing and Contact Details

Filer

Filer Name
West Union Elementary Pto
EIN
16-1679433
Phone
9375442951
Address
555 LLOYD ROAD, West Union, OH 45693

Signing Officer

Name
Regina Boling
Title
Treasurer
Signed
2018-05-15
Discuss with paid preparer
Yes

Preparer

Firm
Whalen Law Office LLC
Address
310 North Market St, West Union, OH 45693
Preparer
Randalyn Worley
Phone
9375446465
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 16, Other Expenses

“Bank fees 56”

Form 990-EZ, Part I, Line 16, Other Expenses

“Computer Lab 120”

Form 990-EZ, Part I, Line 16, Other Expenses

“Games for classrooms 260”

Form 990-EZ, Part I, Line 16, Other Expenses

“Insurance 439”

Form 990-EZ, Part I, Line 16, Other Expenses

“Miscellaneous Expense 80”

Form 990-EZ, Part I, Line 16, Other Expenses

“Music Equipment 399”

Form 990-EZ, Part I, Line 16, Other Expenses

“Nurses Station 217”

Form 990-EZ, Part I, Line 16, Other Expenses

“Quickbook Expense 236”

Form 990-EZ, Part I, Line 16, Other Expenses

“School Improvements 208”

Raw XML Appendix153 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/AddressLine1Txt0PS Box 597
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0West Union
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OH
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd045693
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt030889
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt030665
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-224
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0280
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt030889
IRS990EZ/Form990TotalAssetsGrp/EOYAmt030665
IRS990EZ/FundraisingGrossIncomeAmt072278
IRS990EZ/GrossReceiptsAmt072278
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt030889
IRS990EZ/NetAssetsOrFundBalancesEOYAmt030665
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt030889
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt030665
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0005.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1005.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2005.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3005.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt4005.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Angel Stevenson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Michelle Hoop
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Barbie Rowe
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Christina Nelms
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Regina Boling
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Co-President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Co-President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt02015
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Financial suport to assist educational opportunities at WU Elementary
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Cookie Dough Fundraiser is used to provide funding for equipment and facilties for West Union Elementary
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Fall Festival is used to provide money to individual classrooms for supplies at West Union Elementary School
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Book Fair is used to provide books to students and classrooms at West Union Elementary School.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt022399
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt112732
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt212732
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt070207
IRS990EZ/SpecialEventsNetIncomeLossAmt02071
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TotalExpensesAmt02295
IRS990EZ/TotalProgramServiceExpensesAmt047863
IRS990EZ/TotalRevenueAmt02071
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/FactsAndCircumstancesTestTxt0Part II Section B Line 10 Fundraising 72,277.62
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt072278
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt072278
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PrivateFoundation170Ind0X
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.00000
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt072278
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt072278
IRS990ScheduleA/Total509Grp/TotalAmt072278
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt072278
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt072278
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Bank fees 56
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Computer Lab 120
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Games for classrooms 260
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Insurance 439
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Miscellaneous Expense 80
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Music Equipment 399
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Nurses Station 217
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Quickbook Expense 236
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8School Improvements 208
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990-EZ, Part I, Line 16, Other Expenses
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Regina Boling
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WEST UNION ELEMENTARY PTO
ReturnHeader/Filer/BusinessNameControlTxt0WEST
ReturnHeader/Filer/EIN0161679433
ReturnHeader/Filer/PhoneNum09375442951
ReturnHeader/Filer/USAddress/AddressLine1Txt0555 LLOYD ROAD
ReturnHeader/Filer/USAddress/CityNm0West Union
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd045693
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0D24F8112AFB6DCA2A2BC0EB2BC0681E4BF128C08
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId048F188850A03F51B516D5D9E5F0FDC804C784064
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt071.72.196.199
ReturnHeader/FilingSecurityInformation/IPDt02018-05-15
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm015:54:33
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Whalen Law Office LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0310 North Market St
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0West Union
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd045693
ReturnHeader/PreparerPersonGrp/PhoneNum09375446465
ReturnHeader/PreparerPersonGrp/PreparationDt02018-05-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Randalyn Worley
ReturnHeader/ReturnTs02018-05-15T12:00:40-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$30,665
Liabilities
-
Net assets
$30,665
Revenue
$2,071
Expenses
$2,295
Net income
-$224
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