Civic Intelligence

Bloom Carroll Elementary PTO

990EZ • Fiscal year 2022 • EIN 20-3860494

Aug 01, 2021 to Jul 31, 2022 • Filed on Dec 15, 2022

Organization ProfileN/A
P O Box 504Caroll, OH 43112

(614) 330-7635

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 2022

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2022

Net Margin

29th percentile

-7.3%

Higher net margin than 29% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

26th percentile

-16%

Faster asset growth than 26% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

83rd percentile

95%

Faster revenue growth than 83% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$33,645

Down $6,176 (-16%) from 2021

Net Assets

Down

$33,645

Down $6,176 (-16%) from 2021

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin29th percentile

Revenue

Up

$84,607

Up $41,171 (+95%) from 2021

Expenses

Up

$90,802

Up $76,444 (+532%) from 2021

Net Income

Down

-$6,195

Down $35,273 (-121%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth26th percentile

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

$60K$40K$20K$0Assets 2011: $50,980Liabilities 2011: $0Net Assets 2011: $50,9802011Assets 2012: $52,682Liabilities 2012: $02012Assets 2013: $27,130Liabilities 2013: $02013Assets 2014: $31,286Liabilities 2014: $02014Assets 2015: $9,600Liabilities 2015: $02015Assets 2016: $24,913Liabilities 2016: $02016Assets 2017: $16,526Liabilities 2017: $02017Assets 2018: $16,027Liabilities 2018: $02018Assets 2019: $20,616Liabilities 2019: $02019Assets 2021: $39,821Liabilities 2021: $0Net Assets 2021: $39,8212021Assets 2022: $33,645Net Assets 2022: $33,6452022Assets 2023: $29,959Liabilities 2023: $02023Assets 2024: $53,609Net Assets 2024: $53,6092024

Highlighted filing

2022

Assets$33,645
Liabilities-
Net Assets$33,645
Open 2022 Filing

Operations Trend

Revenue Growth83rd percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$400K$200K$0-$200K-$400KRevenue 2011: $45,397Expenses 2011: $21,310Net Income 2011: $24,0872011Revenue 2012: $22,742Expenses 2012: $22,225Net Income 2012: $5172012Revenue 2013: $33,052Expenses 2013: $59,789Net Income 2013: -$26,7372013Revenue 2014: $17,645Expenses 2014: $20,931Net Income 2014: -$3,2862014Revenue 2015: $32,093Expenses 2015: $54,964Net Income 2015: -$22,8712015Revenue 2016: $43,871Expenses 2016: $28,558Net Income 2016: $15,3132016Revenue 2017: $38,521Expenses 2017: $46,908Net Income 2017: -$8,3872017Revenue 2018: $39,114Expenses 2018: $39,613Net Income 2018: -$4992018Revenue 2019: $43,919Expenses 2019: $393,360Net Income 2019: -$349,4412019Revenue 2021: $43,436Expenses 2021: $14,358Net Income 2021: $29,0782021Revenue 2022: $84,607Expenses 2022: $90,802Net Income 2022: -$6,1952022Revenue 2023: $22,283Expenses 2023: $25,969Net Income 2023: -$3,6862023Revenue 2024: $30,635Expenses 2024: $22,258Net Income 2024: $8,3772024

Highlighted filing

2022

Revenue$84,607
Expenses$90,802
Net Income-$6,195
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2021 to Jul 31, 2022
Signed
Dec 15, 2022
Return Version
2021v4.0
Gross Receipts
$84,607
Mission and Program Overview

Mission

To promote interest among the parents and guardians, school officials and the school staff, in support of school programs.

Program Services

DescriptionGrantsExpenses
TO PROVIDE SUPPORT FOR THE TEACHERS AND STAFF OF THE SCHOOL PLUS EVENTS THAT ALLOW FOR ACTIVITIES FOR THE STUDENTS-$90,161
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LISA BALLARDVP - Primary-$0--
ALYSON CUPPPresident-$0--
HILLARY STOKESSecretary-$0--
JASON HARLANDERTreasury-$0--
LYNDSEY WAIBELVolunteer Co-$0--
SARAH MCCLELLANMarketing-$0--
Filing and Contact Details

Filer

Filer Name
Bloom Carroll Elementary Pto
EIN
20-3860494
Phone
6143307635
Address
P O BOX 504, CAROLL, OH 43112

Signing Officer

Name
Alyson Cupp
Title
President
Phone
6143307635
Signed
2022-12-15
Discuss with paid preparer
Yes

Preparer

Firm
Winfree & Associates
Address
692 HILL RD N, PICKERINGTON, OH 43147
Preparer
C Woodson Winfree
Phone
6148378291
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses insurance 441 fundraising event costs 36,943 pto event expenses 7,595 teacher staff support 11,371 teacher room expenses 19,506 facilities 11,713 operating & all others 3,033 total 90,602”

Form 990-ez, Part III

“To promote interest among the parents and guardians, school officials and the school staff, in support of school programs.”

Raw XML Appendix137 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/PersonNm0KASEY MASSATTI
IRS990EZ/BooksInCareOfDetail/PhoneNum06143307635
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt02810 CARROLL SOUTHERN ROAD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0CARROLL
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OH
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd043112
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt039840
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt033645
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt08784
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-6195
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0200
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt039840
IRS990EZ/Form990TotalAssetsGrp/EOYAmt033645
IRS990EZ/GrossReceiptsAmt084607
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt031
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt039840
IRS990EZ/NetAssetsOrFundBalancesEOYAmt033645
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt039840
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt033645
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt4000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt5000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0LISA BALLARD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ALYSON CUPP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2HILLARY STOKES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JASON HARLANDER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4LYNDSEY WAIBEL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5SARAH MCCLELLAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0VP - PRIMARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4VOLUNTEER CO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5MARKETING
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt090602
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROMOTE INTEREST AMONG THE PARENTS AND GUARDIANS, SCHOOL OFFICIALS AND THE SCHOOL STAFF, IN SUPPORT OF SCHOOL PROGRAMS.
IRS990EZ/ProgramServiceRevenueAmt075792
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO PROVIDE SUPPORT FOR THE TEACHERS AND STAFF OF THE SCHOOL PLUS EVENTS THAT ALLOW FOR ACTIVITIES FOR THE STUDENTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt090161
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt090802
IRS990EZ/TotalProgramServiceExpensesAmt090161
IRS990EZ/TotalRevenueAmt084607
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt08784
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt04738
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt013522
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt031
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt026
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt057
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt075792
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt038681
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt0114473
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0128052
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt084607
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt043445
IRS990ScheduleA/Total509Grp/TotalAmt0128052
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt084607
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt043445
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0128052
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES INSURANCE 441 FUNDRAISING EVENT COSTS 36,943 PTO EVENT EXPENSES 7,595 TEACHER STAFF SUPPORT 11,371 TEACHER ROOM EXPENSES 19,506 FACILITIES 11,713 OPERATING & ALL OTHERS 3,033 TOTAL 90,602
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1TO PROMOTE INTEREST AMONG THE PARENTS AND GUARDIANS, SCHOOL OFFICIALS AND THE SCHOOL STAFF, IN SUPPORT OF SCHOOL PROGRAMS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART III
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ALYSON CUPP
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06143307635
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-12-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BLOOM CARROLL ELEMENTARY PTO
ReturnHeader/Filer/BusinessNameControlTxt0BLOO
ReturnHeader/Filer/EIN0203860494
ReturnHeader/Filer/PhoneNum06143307635
ReturnHeader/Filer/USAddress/AddressLine1Txt0P O BOX 504
ReturnHeader/Filer/USAddress/CityNm0CAROLL
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd043112
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0311451835
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WINFREE & ASSOCIATES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0692 HILL RD N
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PICKERINGTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd043147
ReturnHeader/PreparerPersonGrp/PhoneNum06148378291
ReturnHeader/PreparerPersonGrp/PreparationDt02023-04-28
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0C WOODSON WINFREE
ReturnHeader/ReturnTs02023-04-28T10:11:57-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ALYSON
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0CUPP
ReturnHeader/TaxPeriodBeginDt02021-08-01
ReturnHeader/TaxPeriodEndDt02022-07-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$33,645
Liabilities
-
Net assets
$33,645
Revenue
$84,607
Expenses
$90,802
Net income
-$6,195
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.54$0.54$0.31$0.22$0.08
2023Summary only. Only limited summary data is available for this year.$0.30$0.00$0.22$0.26$0.04
2022Detailed filing. Detailed filing data is available for this year.$0.34$0.34$0.85$0.91$0.06
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.40$0.00$0.40$0.43$0.14$0.29
2019Summary only. Only limited summary data is available for this year.$0.21$0.00$0.44$3.93$3.49
2018Summary only. Only limited summary data is available for this year.$0.16$0.00$0.39$0.40$0.00
2017Summary only. Only limited summary data is available for this year.$0.17$0.00$0.39$0.47$0.08
2016Summary only. Only limited summary data is available for this year.$0.25$0.00$0.44$0.29$0.15
2015Summary only. Only limited summary data is available for this year.$0.10$0.00$0.32$0.55$0.23
2014Summary only. Only limited summary data is available for this year.$0.31$0.00$0.18$0.21$0.03
2013Summary only. Only limited summary data is available for this year.$0.27$0.00$0.33$0.60$0.27
2012Summary only. Only limited summary data is available for this year.$0.53$0.00$0.23$0.22$0.01
2011Summary only. Only limited summary data is available for this year.$0.51$0.00$0.51$0.45$0.21$0.24