Civic Intelligence

West Union Elementary PTO

990EZ • Fiscal year 2024 • EIN 16-1679433

Jan 01, 2024 to Dec 31, 2024 • Filed on Nov 17, 2025

Organization ProfileN/A
555 Lloyd RdWest 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 2024

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2024

Net Margin

25th percentile

-12%

Higher net margin than 25% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2024

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2024

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$24,699

Up $4,994 (+25%) from 2018

Net Assets

Up

$24,699

Up $4,994 (+25%) from 2018

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin25th percentile

Revenue

Up

$31,373

Up $12,112 (+63%) from 2018

Expenses

Up

$35,106

Up $4,885 (+16%) from 2018

Net Income

Up

-$3,733

Up $7,227 (+66%) from 2018

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

2024

Assets$24,699
Liabilities-
Net Assets$24,699
Open 2024 Filing

Operations Trend

Revenue GrowthScore unavailable

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

2024

Revenue$31,373
Expenses$35,106
Net Income-$3,733
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 17, 2025
Return Version
2024v5.2
Gross Receipts
$68,459
Mission and Program Overview

Mission

Financial suport to assist educational opportunities at WU Elementary

Enhance and enrich the students education process

Program Services

DescriptionGrantsExpenses
ENHANCE AND ENRICH THE STUDENTS EDUCATION PROCESS$0$33,815
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
REGINA BOLINGTreasurer-$0--
REBECCA SIMMERSTreasurer-$0--
MONJA KINGSOLVERVice President-$0--
PATRICIA FUNKSecretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Texas Roadhouse Fundraiser$20,201$20,201$11,666$8,535
Fall Festival$15,841$15,841$2,475$13,366
Total Events$66,669$66,669$37,086$29,583
Filing and Contact Details

Filer

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

Signing Officer

Name
Rebecca Simmers
Title
President
Phone
9375442951
Signed
2025-11-17

Preparer

Firm
Winchester CPA Services LLC
Address
1050 Kirkpatrick Rd, Winchester, OH 45697
Preparer
Lyn Rhonemus CPA
Phone
9377792796
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 16

“Back to school night 297.”

Form 990EZ, Part I, Line 16

“BANK FEES 377.”

Form 990EZ, Part I, Line 16

“Fall festival class distribution 16566.”

Form 990EZ, Part I, Line 16

“Games for classrooms 431.”

Form 990EZ, Part I, Line 16

“INSURANCE 500.”

Form 990EZ, Part I, Line 16

“NURSES STATION 377.”

Form 990EZ, Part I, Line 16

“PTO FEES 378.”

Form 990EZ, Part I, Line 16

“Safety patrol fall festival 912.”

Form 990EZ, Part I, Line 16

“School improvments 12534.”

Form 990EZ, Part I, Line 16

“STUDENT ENRICHMENT 223.”

Form 990EZ, Part I, Line 16

“Student appreciation 888.”

Form 990EZ, Part I, Line 16

“SUPPLIES 26.”

Form 990EZ, Part I, Line 16

“Teacher appreciation 1597.”

Raw XML Appendix180 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/PhoneNum09375442951
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0555 LLOYD RD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0WEST UNION
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OH
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd045693
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt028432
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt024699
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt01790
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-3733
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt028432
IRS990EZ/Form990TotalAssetsGrp/EOYAmt024699
IRS990EZ/FundraisingGrossIncomeAmt066669
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt068459
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt028432
IRS990EZ/NetAssetsOrFundBalancesEOYAmt024699
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt028432
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt024699
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0REGINA BOLING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1REBECCA SIMMERS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MONJA KINGSOLVER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3PATRICIA FUNK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt035106
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0ENHANCE AND ENRICH THE STUDENTS EDUCATION PROCESS
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0ENHANCE AND ENRICH THE STUDENTS EDUCATION PROCESS
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt033815
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt037086
IRS990EZ/SpecialEventsNetIncomeLossAmt029583
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt035106
IRS990EZ/TotalProgramServiceExpensesAmt033815
IRS990EZ/TotalRevenueAmt031373
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt01790
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt01790
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt066669
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt066669
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt068459
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt068459
IRS990ScheduleA/Total509Grp/TotalAmt068459
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt068459
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt037086
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0TEXAS ROADHOUSE FUNDRAISER
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0FALL FESTIVAL
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt020201
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt015841
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt030627
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt066669
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt020201
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt015841
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt030627
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt066669
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt029583
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt022945
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt037086
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt011666
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt02475
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt05
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0BACK TO SCHOOL NIGHT 297.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1BANK FEES 377.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2FALL FESTIVAL CLASS DISTRIBUTION 16566.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3GAMES FOR CLASSROOMS 431.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4INSURANCE 500.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5NURSES STATION 377.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6PTO FEES 378.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7SAFETY PATROL FALL FESTIVAL 912.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8SCHOOL IMPROVMENTS 12534.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9STUDENT ENRICHMENT 223.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10STUDENT APPRECIATION 888.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11SUPPLIES 26.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12TEACHER APPRECIATION 1597.
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
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Form 990EZ, Part I, Line 16
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0REBECCA SIMMERS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09375442951
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WEST UNION ELEMENTARY PTO
ReturnHeader/Filer/BusinessNameControlTxt0WEST
ReturnHeader/Filer/EIN0161679433
ReturnHeader/Filer/PhoneNum09375442951
ReturnHeader/Filer/USAddress/AddressLine1Txt0555 LLOYD RD
ReturnHeader/Filer/USAddress/CityNm0WEST UNION
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd045693
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0872129885
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Winchester CPA Services LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01050 Kirkpatrick Rd
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Winchester
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd045697
ReturnHeader/PreparerPersonGrp/PhoneNum09377792796
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Lyn Rhonemus CPA
ReturnHeader/ReturnTs02025-11-17T19:27:49-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$24,699
Liabilities
-
Net assets
$24,699
Revenue
$31,373
Expenses
$35,106
Net income
-$3,733
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