Civic Intelligence

Sugarcreek PTO

990EZ • Fiscal year 2018 • EIN 20-0371128

Aug 01, 2017 to Jul 31, 2018 • Filed on Nov 29, 2018

4409 S Willow Creek CircleBellbrook, OH 45305

(937) 603-9514

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

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

Liabilities / Revenue

56th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

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

Net Margin

30th percentile

-5.3%

Higher net margin than 30% 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

19th percentile

-23%

Faster asset growth than 19% of similar nonprofits.

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

Revenue Growth

26th percentile

-17%

Faster revenue growth than 26% of similar nonprofits.

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

Assets

Down

$6,883

Down $2,030 (-23%) from 2017

Net Assets

Down

$6,883

Down $2,030 (-23%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue

Down

$38,612

Down $8,173 (-17%) from 2017

Expenses

Down

$40,642

Down $19,606 (-33%) from 2017

Net Income

Up

-$2,030

Up $11,433 (+85%) from 2017

Historical Trend

Balance Sheet Trend

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

$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

2018

Assets$6,883
Liabilities$0
Net Assets$6,883

Operations Trend

Revenue, expenses, and net income across loaded years, with this 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

2018

Revenue$38,612
Expenses$40,642
Net Income-$2,030
Jump To
Filing Snapshot
Filing Period
Aug 1, 2017 to Jul 31, 2018
Signed
Nov 29, 2018
Return Version
2017v2.3
Gross Receipts
$62,486
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$38,000$0
SCHOLARSHIPS TO STUDENTS IN SUGARCREEK TOWNSHIP/BELLBROOK CITY SCHOOL DISTRICT$500$0
OTHER GRANTS IN SUGARCREEK TOWNSHIP/BELLBROOK CITY SCHOOL DISTRICT$0$0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOZLYN HILDEBRANDPresident-$0--
ASTRID KAPFHAMMERVice President-$0--
DANA MELTONTreasurer-$0--
TINA HILEMANSecretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Donation Drive$59,160$59,160$23,874$35,286
Total Events$62,486$62,486$23,874$38,612
Filing and Contact Details

Filer

Filer Name
Sugarcreek Pto
EIN
20-0371128
Phone
9376039514
Address
4409 S WILLOW CREEK CIRCLE, BELLBROOK, OH 45305

Signing Officer

Name
Dana Melton
Title
Treasurer
Phone
9376039514
Signed
2018-11-29
Discuss with paid preparer
Yes

Preparer

Firm
Pohlman & Talmage Cpas Inc
Address
3445 SOUTH DIXIE DRIVE SUITE 200, DAYTON, OH 45439
Preparer
Debra Jacobs
Phone
9372973735
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: special grants to schools. Grantee name: various. Amount given: 38000.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: scholarships for students. Grantee name: students. Amount given: 500. Total included on form 990-ez, line 10: 38500.

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

Description: administrative expenses. Amount: 1801. Description: secretary appreciation . Amount: 160. Description: technology/it expenses. Amount: 181. Total to form 990-ez, line 16: 2142.

Raw XML Appendix181 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/PhoneNum04179876182
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt04409 S WILLOW CREEK CIRCLE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0BELLBROOK
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OH
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd045305
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt08913
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IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt08913
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JOZLYN HILDEBRAND
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2DANA MELTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3TINA HILEMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt02142
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
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/DescriptionProgramSrvcAccomTxt2OTHER GRANTS IN SUGARCREEK TOWNSHIP/BELLBROOK CITY SCHOOL DISTRICT
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt038000
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt1500
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt20
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt20
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SpecialEventsDirectExpensesAmt023874
IRS990EZ/SpecialEventsNetIncomeLossAmt038612
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0OH
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
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IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt038612
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0WWW.SUGARCREEK.K12.OH.US/DOMAIN/23
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0500
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt03130
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt062486
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt067121
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt075661
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt076692
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt083569
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0365529
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
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IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0368659
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt062486
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt075661
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt079322
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt084069
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt084069
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0368659
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt023874
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0DONATION DRIVE
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt059160
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt03326
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt062486
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt059160
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt03326
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IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt038612
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt023874
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt023874
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ACTIVITY CLASSIFICATION: SPECIAL GRANTS TO SCHOOLS. GRANTEE NAME: VARIOUS. AMOUNT GIVEN: 38000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACTIVITY CLASSIFICATION: SCHOLARSHIPS FOR STUDENTS. GRANTEE NAME: STUDENTS. AMOUNT GIVEN: 500. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 38500.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: ADMINISTRATIVE EXPENSES. AMOUNT: 1801. DESCRIPTION: SECRETARY APPRECIATION . AMOUNT: 160. DESCRIPTION: TECHNOLOGY/IT EXPENSES. AMOUNT: 181. TOTAL TO FORM 990-EZ, LINE 16: 2142.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DANA MELTON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09376039514
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SUGARCREEK PTO
ReturnHeader/Filer/BusinessNameControlTxt0SUGA
ReturnHeader/Filer/EIN0200371128
ReturnHeader/Filer/PhoneNum09376039514
ReturnHeader/Filer/USAddress/AddressLine1Txt04409 S WILLOW CREEK CIRCLE
ReturnHeader/Filer/USAddress/CityNm0BELLBROOK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd045305
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0B08B565C0DD169714AE63D09C0BDFBE63178207E
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId07023D0D76EFD34221887C8616FB3B0EB43B2005C
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt064.88.174.3
ReturnHeader/FilingSecurityInformation/IPDt02018-11-29
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ES
ReturnHeader/FilingSecurityInformation/IPTm009:28:03
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0311360680
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0POHLMAN & TALMAGE CPAS INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03445 SOUTH DIXIE DRIVE SUITE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0DAYTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd045439
ReturnHeader/PreparerPersonGrp/PhoneNum09372973735
ReturnHeader/PreparerPersonGrp/PreparationDt02018-11-29
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DEBRA JACOBS
ReturnHeader/ReturnTs02018-12-11T08:02:55-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-08-01
ReturnHeader/TaxPeriodEndDt02018-07-31
ReturnHeader/TaxYr02017

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Filings