Civic Intelligence

Sugarcreek PTO

990EZ • Fiscal year 2019 • EIN 20-0371128

Aug 01, 2018 to Jul 31, 2019 • Filed on Dec 02, 2019

Organization ProfileWWW.SUGARCREEK.K12.OH.US/DOMAIN/23
2270 Gerhardt CircleSpring Valley, OH 45370

(937) 877-0907

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 2019

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2019

Net Margin

78th percentile

22%

Higher net margin than 78% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

92nd percentile

110%

Faster asset growth than 92% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

33rd percentile

-11%

Faster revenue growth than 33% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$14,486

Up $7,603 (+110%) from 2018

Net Assets

Up

$14,486

Up $7,603 (+110%) from 2018

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin78th percentile

Revenue

Down

$34,314

Down $4,298 (-11%) from 2018

Expenses

Down

$26,711

Down $13,931 (-34%) from 2018

Net Income

Up

$7,603

Up $9,633 (+475%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth92nd percentile

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

2019

Assets$14,486
Liabilities-
Net Assets$14,486
Open 2019 Filing

Operations Trend

Revenue Growth33rd percentile

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

2019

Revenue$34,314
Expenses$26,711
Net Income$7,603
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2018 to Jul 31, 2019
Signed
Dec 2, 2019
Return Version
2018v3.1
Gross Receipts
$62,095
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$24,600$24,600
SCHOLARSHIPS TO STUDENTS IN SUGARCREEK TOWNSHIP/BELLBROOK CITY SCHOOL DISTRICT$500$500
Compensation and Service Providers
Top Officer Pay77th 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$57,333$57,333$27,665$29,668
Total Events$57,333$57,333$27,665$29,668
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
2019-12-02
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: 24,600”

Form 990-ez, Part I, Line 16

“Expenses administrative expenses 1,499 secretary appreciation 112 total 1,611”

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 Appendix155 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/AddressChangeInd0X
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/BOYAmt06883
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt014486
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt07603
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt06883
IRS990EZ/Form990TotalAssetsGrp/EOYAmt014486
IRS990EZ/FundraisingGrossIncomeAmt062095
IRS990EZ/GrantsAndSimilarAmountsPaidAmt025100
IRS990EZ/GrossReceiptsAmt062095
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt06883
IRS990EZ/NetAssetsOrFundBalancesEOYAmt014486
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt06883
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt014486
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/OtherExpensesTotalAmt01611
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/GrantsAndAllocationsAmt024600
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt1500
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt024600
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt1500
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt027781
IRS990EZ/SpecialEventsNetIncomeLossAmt034314
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0OH
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt026711
IRS990EZ/TotalProgramServiceExpensesAmt025100
IRS990EZ/TotalRevenueAmt034314
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0WWW.SUGARCREEK.K12.OH.US/DOMAIN/23
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt02630
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt02630
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt062095
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt062486
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt067121
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt075661
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt076692
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0344055
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0346685
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt062095
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt062486
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt067121
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt075661
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt079322
IRS990ScheduleA/Total509Grp/TotalAmt0346685
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt062095
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt062486
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt067121
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt075661
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt079322
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0346685
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt027665
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0DONATION DRIVE
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt057333
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt057333
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt057333
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt057333
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt029668
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt027665
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt027665
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0CLASS OF ACTIVITY: GRANTS TO SCHOOLS NAME: VARIOUS CASH CONTRIBUTION: 24,600
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES ADMINISTRATIVE EXPENSES 1,499 SECRETARY APPRECIATION 112 TOTAL 1,611
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/BuildTS02020-04-17 16:48:07Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MEGAN SIMMONS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09378770907
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-12-02
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/AtSubmissionCreationDeviceId00118C47B9A077DEFDBF9AE2CE18EE9994BD2F8E5
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId035BEB4A3845EF0AD147AB5F2BD1D2A706C4DD753
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt064.88.174.3
ReturnHeader/FilingSecurityInformation/IPDt02019-12-04
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm009:56:36
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/PreparationDt02019-12-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DEBRA JACOBS CPA
ReturnHeader/ReturnTs02019-12-04T09:56:36-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-08-01
ReturnHeader/TaxPeriodEndDt02019-07-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$14,486
Liabilities
-
Net assets
$14,486
Revenue
$34,314
Expenses
$26,711
Net income
$7,603
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