Civic Intelligence

West Union Elementary PTO

990EZ • Fiscal year 2018 • EIN 16-1679433

Jan 01, 2018 to Dec 31, 2018 • Filed on May 14, 2019

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 2018

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2018

Net Margin

7th percentile

-57%

Higher net margin than 7% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

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.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

13th percentile

-36%

Faster asset growth than 13% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

99th percentile

830%

Faster revenue growth than 99% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$19,705

Down $10,960 (-36%) from 2017

Net Assets

Down

$19,705

Down $10,960 (-36%) from 2017

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin7th percentile

Revenue

Up

$19,261

Up $17,190 (+830%) from 2017

Expenses

Up

$30,221

Up $27,926 (+1217%) from 2017

Net Income

Down

-$10,960

Down $10,736 (-4793%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth13th 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

2018

Assets$19,705
Liabilities-
Net Assets$19,705
Open 2018 Filing

Operations Trend

Revenue Growth99th 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

2018

Revenue$19,261
Expenses$30,221
Net Income-$10,960
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
May 14, 2019
Return Version
2018v3.1
Gross Receipts
$72,257
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--
Fall Festival is used to provide money to individual classrooms for supplies at West Union Elementary School--
Book Fair is used to provide books to students and classrooms at West Union Elementary School.--
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Angel StevensonCo-PresidentPT$0--
Christina NelmsSecretaryPT$0--
Regina BolingTreasurerPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Cookie Dough$35,348$35,348$21,934$13,414
Fall Festival$16,501$16,501$12,936$3,565
Total Events$72,202$72,202$52,996$19,206
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
2019-05-14
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 8, Other Revenue

“NFS Recover Payment 55”

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

“Bank fees 117”

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

“Chromebook Purchase 18,825”

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

“Insurance 448”

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

“Miscellaneous Expense 24”

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

“Nurses Station 56”

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

“School Improvements 846”

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

“Reading Club 29”

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

“Science Fair 100”

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

“Student Enrichment 1,386”

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

“Student gifts 3,502”

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

“Teacher appreciation 3,460”

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

“Testing Incentive 1,289”

Raw XML Appendix165 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
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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/BOYAmt030665
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt019705
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-10960
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0139
IRS990EZ/FiledScheduleAInd0true
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IRS990EZ/ForeignOfficeInd0false
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IRS990EZ/Form990TotalAssetsGrp/EOYAmt019705
IRS990EZ/FundraisingGrossIncomeAmt072202
IRS990EZ/GrossReceiptsAmt072257
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt030665
IRS990EZ/NetAssetsOrFundBalancesEOYAmt019705
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt030665
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt019705
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0005.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1005.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2005.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Angel Stevenson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Christina Nelms
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Regina Boling
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Co-President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt030082
IRS990EZ/OtherRevenueTotalAmt055
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/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt052996
IRS990EZ/SpecialEventsNetIncomeLossAmt019206
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TotalExpensesAmt030221
IRS990EZ/TotalRevenueAmt019261
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt072257
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt072278
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0144535
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.00000
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt0144535
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt072257
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt072278
IRS990ScheduleA/Total509Grp/TotalAmt0144535
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt072257
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt072278
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0144535
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt052996
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Cookie Dough
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Fall Festival
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt035348
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt016501
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt020353
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt072202
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt035348
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt016501
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt020353
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt072202
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt019206
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt018126
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt052996
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt021934
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt012936
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt05
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0NFS Recover Payment 55
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Bank fees 117
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Chromebook Purchase 18,825
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Insurance 448
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Miscellaneous Expense 24
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Nurses Station 56
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6School Improvements 846
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Reading Club 29
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Science Fair 100
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Student Enrichment 1,386
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Student gifts 3,502
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Teacher appreciation 3,460
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Testing Incentive 1,289
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 8, Other Revenue
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
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Form 990-EZ, Part I, Line 16, Other Expenses
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Regina Boling
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-05-14
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/IPv4AddressTxt071.72.193.228
ReturnHeader/FilingSecurityInformation/IPDt02019-05-14
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm020:37:59
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/PreparationDt02019-05-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Randalyn Worley
ReturnHeader/ReturnTs02019-05-14T04:47:18-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$19,705
Liabilities
-
Net assets
$19,705
Revenue
$19,261
Expenses
$30,221
Net income
-$10,960
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