Civic Intelligence

Upper Arlington High School Parent Teacher Organization

990EZ • Fiscal year 2021 • EIN 26-0089282

Jul 01, 2020 to Jun 30, 2021 • Filed on Feb 10, 2022

Organization Profilewww.wickliffepto.org
2406 Wickliffe RoadUpper Arlington, OH 43221

(614) 487-5150

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

56th percentile

0.00x

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Net Margin

65th percentile

20%

Higher net margin than 65% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

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.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

53rd percentile

7.5%

Faster asset growth than 53% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

9th percentile

-73%

Faster revenue growth than 9% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$78,916

Up $5,535 (+7.5%) from 2020

Net Assets

Up

$78,916

Up $5,535 (+7.5%) from 2020

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin65th percentile

Revenue

Down

$27,461

Down $75,218 (-73%) from 2020

Expenses

Down

$21,926

Down $55,120 (-72%) from 2020

Net Income

Down

$5,535

Down $20,098 (-78%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth53rd percentile

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

$100K$50K$0Assets 2012: $42,919Net Assets 2012: $42,9192012Assets 2013: $42,243Net Assets 2013: $42,2432013Assets 2014: $33,706Net Assets 2014: $33,7062014Assets 2015: $5,815Net Assets 2015: $5,8152015Assets 2016: $17,243Liabilities 2016: $2,725Net Assets 2016: $14,5182016Assets 2017: $22,678Liabilities 2017: $1,174Net Assets 2017: $21,5042017Assets 2018: $38,093Net Assets 2018: $38,0932018Assets 2019: $47,748Net Assets 2019: $47,7482019Assets 2020: $73,381Net Assets 2020: $73,3812020Assets 2021: $78,916Liabilities 2021: $0Net Assets 2021: $78,9162021Assets 2022: $75,068Liabilities 2022: $0Net Assets 2022: $75,0682022Assets 2023: $87,496Liabilities 2023: $0Net Assets 2023: $87,4962023Assets 2024: $72,423Liabilities 2024: $0Net Assets 2024: $72,4232024Assets 2025: $79,590Liabilities 2025: $0Net Assets 2025: $79,5902025

Highlighted filing

2021

Assets$78,916
Liabilities$0
Net Assets$78,916
Open 2021 Filing

Operations Trend

Revenue Growth9th percentile

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

$300K$200K$100K$0-$100KRevenue 2012: $69,306Expenses 2012: $72,443Net Income 2012: -$3,1372012Revenue 2013: $81,841Expenses 2013: $82,517Net Income 2013: -$6762013Revenue 2014: $79,695Expenses 2014: $88,232Net Income 2014: -$8,5372014Revenue 2015: $91,640Expenses 2015: $119,531Net Income 2015: -$27,8912015Revenue 2016: $88,293Expenses 2016: $79,590Net Income 2016: $8,7032016Revenue 2017: $86,700Expenses 2017: $79,714Net Income 2017: $6,9862017Revenue 2018: $98,273Expenses 2018: $81,684Net Income 2018: $16,5892018Revenue 2019: $109,084Expenses 2019: $99,429Net Income 2019: $9,6552019Revenue 2020: $102,679Expenses 2020: $77,046Net Income 2020: $25,6332020Revenue 2021: $27,461Expenses 2021: $21,926Net Income 2021: $5,5352021Revenue 2022: $136,722Expenses 2022: $140,570Net Income 2022: -$3,8482022Revenue 2023: $230,335Expenses 2023: $231,444Net Income 2023: -$1,1092023Revenue 2024: $251,770Expenses 2024: $264,867Net Income 2024: -$13,0972024Revenue 2025: $216,001Expenses 2025: $203,053Net Income 2025: $12,9482025

Highlighted filing

2021

Revenue$27,461
Expenses$21,926
Net Income$5,535
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Feb 10, 2022
Return Version
2020v4.0
Gross Receipts
$30,868
Mission and Program Overview

Mission

Promote interaction between parents and teachers

Promote interaction between parents and teachers.

Program Services

DescriptionGrantsExpenses
Provide equipment, supplies, and educational events for the students, their families, and teachers & staff.$4,577$17,349
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kelley SwineyPresident-$0--
Dawn HofherrPresident-Elect-$0--
Lindsey JamesSecretary-$0--
Lauren SwindellTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Wickliffe Alternative School Parent Teacher Organization
EIN
26-0089282
Phone
6144875150
Address
2406 Wickliffe Road, Upper Arlington, OH 43221

Signing Officer

Name
Lindsey Christ
Title
Treasurer
Phone
6147746235
Signed
2022-02-10
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 16

“Description;Amount^Grade level student experiences;9237|Teacher Support;5525|Operational Costs;2587^Total;17349^”

Raw XML Appendix163 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/PhoneNum06144875150
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt02406 Wickliffe Road
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Upper Arlington
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OH
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd043221
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Kelley Swiney
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Dawn Hofherr
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Lindsey James
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Lauren Swindell
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President-Elect
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
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IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt017349
IRS990EZ/OtherRevenueTotalAmt00
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0Promote interaction between parents and teachers.
IRS990EZ/PrintingPublicationsPostageAmt00
IRS990EZ/ProgramServiceRevenueAmt013389
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Provide equipment, supplies, and educational events for the students, their families, and teachers & staff.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt04577
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt017349
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SalariesOtherCompEmplBnftAmt00
IRS990EZ/SaleOfAssetsGrossAmt00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SpecialEventsDirectExpensesAmt0150
IRS990EZ/SpecialEventsNetIncomeLossAmt04244
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0OH
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
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IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt021926
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IRS990EZ/TotalRevenueAmt027461
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IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0https://www.wickliffepto.org/
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt012409
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt035862
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt029748
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt049654
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt014207
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0141880
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt01663
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt01663
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt013389
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt096134
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IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt0425780
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0119637
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0569323
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description;Amount^Grade level student experiences;9237|Teacher Support;5525|Operational Costs;2587^Total;17349^
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 16
ReasonableCauseExplanation/ExplanationTxt0We submitted a letter to ask for an extension in the fall of 2021. The reason for the late filing is multi-pronged. For one, it was the year of a pandemic and it was difficult to meet in person and unfortunately the deadline was missed despite receiving a filing extension. Additionally, over the course of the school year, we had two different Treasurers resign which contributed to the missed deadline as information was not relayed to the appropriate individuals. As a school PTO, we are all parent volunteers and do our best to make sure we are in compliance. We have put measures in place to make sure this does not happen in the future such as detailing the filing requirements in a financial policy document and including the filing process in the PTO president training (so additional people can be made aware of deadlines outside of the Treasurer). We have also added a co-treasurer position so there are more individuals working the finances and tax filings.
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL2
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ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Lindsey Christ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum06147746235
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-02-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WICKLIFFE ALTERNATIVE SCHOOL PARENT TEACHER ORGANIZATION
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ReturnHeader/Filer/EIN0260089282
ReturnHeader/Filer/PhoneNum06144875150
ReturnHeader/Filer/USAddress/AddressLine1Txt02406 Wickliffe Road
ReturnHeader/Filer/USAddress/CityNm0Upper Arlington
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd043221
ReturnHeader/ReturnTs02022-03-01T16:21:39-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$78,916
Liabilities
$0
Net assets
$78,916
Revenue
$27,461
Expenses
$21,926
Net income
$5,535
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.80$0.00$0.80$2.16$2.03$0.13
2024Detailed filing. Detailed filing data is available for this year.$0.72$0.00$0.72$2.52$2.65$0.13
2023Detailed filing. Detailed filing data is available for this year.$0.87$0.00$0.87$2.30$2.31$0.01
2022Detailed filing. Detailed filing data is available for this year.$0.75$0.00$0.75$1.37$1.41$0.04
2021Detailed filing. Detailed filing data is available for this year.$0.79$0.00$0.79$0.27$0.22$0.06
2020Detailed filing. Detailed filing data is available for this year.$0.73$0.73$1.03$0.77$0.26
2019Detailed filing. Detailed filing data is available for this year.$0.48$0.48$1.09$0.99$0.10
2018Detailed filing. Detailed filing data is available for this year.$0.38$0.38$0.98$0.82$0.17
2017Detailed filing. Detailed filing data is available for this year.$0.23$0.01$0.22$0.87$0.80$0.07
2016Detailed filing. Detailed filing data is available for this year.$0.17$0.03$0.15$0.88$0.80$0.09
2015Detailed filing. Detailed filing data is available for this year.$0.06$0.06$0.92$1.20$0.28
2014Detailed filing. Detailed filing data is available for this year.$0.34$0.34$0.80$0.88$0.09
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.42$0.42$0.82$0.83$0.01
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.43$0.43$0.69$0.72$0.03