Civic Intelligence

Sugarcreek PTO

EIN 20-0371128 • 501(c)3 • Spring Valley, OH

Pub. 78 Eligible990-N Coverage

Profile

Fund educational needs of students

2270 Gerhardt CircleSpring Valley, OH 45370

www.sugarcreek.k12.oh.us/DOMAIN/23

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2020

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2020

Net Margin

31st percentile

-9.3%

Higher net margin than 31% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

29th percentile

-25%

Faster asset growth than 29% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

68th percentile

15%

Faster revenue growth than 68% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$10,825

Down $3,661 (-25%) from 2019

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$10,825

Down $3,661 (-25%) from 2019

Operations
Liabilities / RevenueScore unavailableNet Margin31st percentile

Revenue

Up

$39,430

Up $5,116 (+15%) from 2019

Expenses

Up

$43,090

Up $16,379 (+61%) from 2019

Net Income

Down

-$3,660

Down $11,263 (-148%) from 2019

Trend Graphs

Balance Sheet Trend

Asset Growth29th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$40K$30K$20K$10K$0Assets 2011: $15,908Liabilities 2011: $02011Assets 2012: $20,764Liabilities 2012: $02012Assets 2013: $34,231Liabilities 2013: $0Net Assets 2013: $34,2312013Assets 2014: $15,183Liabilities 2014: $0Net Assets 2014: $15,1832014Assets 2015: $19,752Liabilities 2015: $02015Assets 2016: $22,376Liabilities 2016: $0Net Assets 2016: $22,3762016Assets 2017: $8,913Liabilities 2017: $0Net Assets 2017: $8,9132017Assets 2018: $6,883Liabilities 2018: $0Net Assets 2018: $6,8832018Assets 2019: $14,486Net Assets 2019: $14,4862019Assets 2020: $10,825Net Assets 2020: $10,8252020

Highlighted filing

2020

Assets$10,825
Liabilities-
Net Assets$10,825
Open 2020 Filing

Operations Trend

Revenue Growth68th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$80K$60K$40K$20K$0-$20KRevenue 2011: $43,478Expenses 2011: $42,834Net Income 2011: $6442011Revenue 2012: $42,448Expenses 2012: $37,592Net Income 2012: $4,8562012Revenue 2013: $21,980Expenses 2013: $8,514Net Income 2013: $13,4662013Revenue 2014: $8,011Expenses 2014: $27,059Net Income 2014: -$19,0482014Revenue 2015: $59,465Expenses 2015: $54,896Net Income 2015: $4,5692015Revenue 2016: $47,585Expenses 2016: $44,961Net Income 2016: $2,6242016Revenue 2017: $46,785Expenses 2017: $60,248Net Income 2017: -$13,4632017Revenue 2018: $38,612Expenses 2018: $40,642Net Income 2018: -$2,0302018Revenue 2019: $34,314Expenses 2019: $26,711Net Income 2019: $7,6032019Revenue 2020: $39,430Expenses 2020: $43,090Net Income 2020: -$3,6602020

Highlighted filing

2020

Revenue$39,430
Expenses$43,090
Net Income-$3,660
Open 2020 Filing

Filings

Most recent year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$10,825
Liabilities
-
Net assets
$10,825
Revenue
$39,430
Expenses
$43,090
Net income
-$3,660
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2020Detailed filing. Detailed filing data is available for this year.$10.8$10.8$39.4$43.1$3.66
2019Detailed filing. Detailed filing data is available for this year.$14.5$14.5$34.3$26.7$7.60
2018Detailed filing. Detailed filing data is available for this year.$6.88$0.00$6.88$38.6$40.6$2.03
2017Detailed filing. Detailed filing data is available for this year.$8.91$0.00$8.91$46.8$60.2$13.5
2016Detailed filing. Detailed filing data is available for this year.$22.4$0.00$22.4$47.6$45.0$2.62
2015Summary only. Only limited summary data is available for this year.$19.8$0.00$59.5$54.9$4.57
2014Detailed filing. Detailed filing data is available for this year.$15.2$0.00$15.2$8.01$27.1$19.0
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$34.2$0.00$34.2$22.0$8.51$13.5
2012Summary only. Only limited summary data is available for this year.$20.8$0.00$42.4$37.6$4.86
2011Summary only. Only limited summary data is available for this year.$15.9$0.00$43.5$42.8$0.64
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Aug 1, 2019 to Jul 31, 2020
Signed
Dec 10, 2020
Return Version
2019v5.0
Gross Receipts
$39,430
Mission and Program Overview

Mission

Fund educational needs of students

Program Services

DescriptionGrantsExpenses
CLASSROOM EQUIPMENT, SUPPLIES, AND ACTIVITIES FOR STUDENTS IN SUGARCREEK TOWNSHIP/BELLBROOK CITY SCHOOL DISTRICT$41,750$42,000
SCHOLARSHIPS TO STUDENTS IN SUGARCREEK TOWNSHIP/BELLBROOK CITY SCHOOL DISTRICT$500$500
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOZLYN HILDEBRANDPresident-$0--
ASTRID KAPFHAMMERVice Preside-$0--
MEGAN SIMMONSTreasurer-$0--
TINA HILEMANSecretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Donation Drive$33,383$33,383-$33,383
Total Events$33,383$33,383-$33,383
Filing and Contact Details

Filer

Filer Name
Sugarcreek Pto
EIN
20-0371128
Phone
9378770907
Address
2270 GERHARDT CIRCLE, SPRING VALLEY, OH 45370

Signing Officer

Name
Megan Simmons
Title
Treasurer
Phone
9378770907
Signed
2020-12-10
Discuss with paid preparer
Yes

Preparer

Firm
Pohlman Talmage Brown & Campbell CPA Inc
Address
3445 S DIXIE DR STE 200, DAYTON, OH 45439
Preparer
Debra Jacobs CPA
Phone
9372973735
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10

“Class of activity: grants to schools name: various cash contribution: 41,750”

Form 990-ez, Part I, Line 16

“Expenses administrative expenses 590 extracurricular activity 250 total 840”

Form 990-ez, Part V

“The organization did not, during the year, receive any funds, directly, or indirectly, to pay premiums on a personal benefit contract.”

Raw XML Appendix149 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/PersonNm0MEGAN SIMMONS
IRS990EZ/BooksInCareOfDetail/PhoneNum09378770907
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt02270 GERHARDT CIRCLE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SPRING VALLEY
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OH
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd045370
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt014485
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt010825
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-3660
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt014485
IRS990EZ/Form990TotalAssetsGrp/EOYAmt010825
IRS990EZ/FundraisingGrossIncomeAmt039430
IRS990EZ/GrantsAndSimilarAmountsPaidAmt042250
IRS990EZ/GrossReceiptsAmt039430
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt014485
IRS990EZ/NetAssetsOrFundBalancesEOYAmt010825
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt014485
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt010825
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JOZLYN HILDEBRAND
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ASTRID KAPFHAMMER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MEGAN SIMMONS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3TINA HILEMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt0840
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0FUND EDUCATIONAL NEEDS OF STUDENTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0CLASSROOM EQUIPMENT, SUPPLIES, AND ACTIVITIES FOR STUDENTS IN SUGARCREEK TOWNSHIP/BELLBROOK CITY SCHOOL DISTRICT
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1SCHOLARSHIPS TO STUDENTS IN SUGARCREEK TOWNSHIP/BELLBROOK CITY SCHOOL DISTRICT
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt041750
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt1500
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt042000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt1500
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsNetIncomeLossAmt039430
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0OH
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt043090
IRS990EZ/TotalProgramServiceExpensesAmt042500
IRS990EZ/TotalRevenueAmt039430
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0WWW.SUGARCREEK.K12.OH.US/DOMAIN/23
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt039430
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt062095
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt062486
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt067121
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt075661
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0306793
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0306793
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt039430
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt062095
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt062486
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt067121
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt075661
IRS990ScheduleA/Total509Grp/TotalAmt0306793
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt039430
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt062095
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt062486
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt067121
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt075661
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0306793
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0DONATION DRIVE
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt033383
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt033383
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt033383
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt033383
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt033383
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0CLASS OF ACTIVITY: GRANTS TO SCHOOLS NAME: VARIOUS CASH CONTRIBUTION: 41,750
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES ADMINISTRATIVE EXPENSES 590 EXTRACURRICULAR ACTIVITY 250 TOTAL 840
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY, OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART V
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MEGAN SIMMONS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09378770907
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-12-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SUGARCREEK PTO
ReturnHeader/Filer/BusinessNameControlTxt0SUGA
ReturnHeader/Filer/EIN0200371128
ReturnHeader/Filer/PhoneNum09378770907
ReturnHeader/Filer/USAddress/AddressLine1Txt02270 GERHARDT CIRCLE
ReturnHeader/Filer/USAddress/CityNm0SPRING VALLEY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd045370
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId035BEB4A3845EF0AD147AB5F2BD1D2A706C4DD753
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId035BEB4A3845EF0AD147AB5F2BD1D2A706C4DD753
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt064.88.174.3
ReturnHeader/FilingSecurityInformation/IPDt02020-12-14
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm007:45:48
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0311360680
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0POHLMAN TALMAGE BROWN & CAMPBELL CPA INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03445 S DIXIE DR STE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0DAYTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd045439
ReturnHeader/PreparerPersonGrp/PhoneNum09372973735
ReturnHeader/PreparerPersonGrp/PreparationDt02020-12-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DEBRA JACOBS CPA
ReturnHeader/ReturnTs02020-12-14T07:45:48-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-08-01
ReturnHeader/TaxPeriodEndDt02020-07-31
ReturnHeader/TaxYr02019

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