Civic Intelligence

Bowman Primary PTO

990EZ • Fiscal year 2022 • EIN 26-2504807

Jul 01, 2021 to Jun 30, 2022 • Filed on Jul 05, 2022

Organization ProfileN/A
825 Hart RoadLebanon, OH 45036

(513) 932-5831

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

9th percentile

-56%

Higher net margin than 9% 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

19th percentile

-25%

Faster asset growth than 19% of similar nonprofits.

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

Revenue Growth

19th percentile

-29%

Faster revenue growth than 19% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$39,409

Down $12,867 (-25%) from 2021

Net Assets

Down

$39,409

Down $12,867 (-25%) from 2021

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin9th percentile

Revenue

Down

$22,818

Down $9,354 (-29%) from 2021

Expenses

Down

$35,694

Down $14,582 (-29%) from 2021

Net Income

Up

-$12,876

Up $5,228 (+29%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth19th percentile

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

$150K$100K$50K$0Assets 2021: $52,276Net Assets 2021: $52,2762021Assets 2022: $39,409Net Assets 2022: $39,4092022Assets 2023: $101,060Net Assets 2023: $101,0602023Assets 2024: $64,391Net Assets 2024: $64,3912024

Highlighted filing

2022

Assets$39,409
Liabilities-
Net Assets$39,409
Open 2022 Filing

Operations Trend

Revenue Growth19th percentile

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

$100K$50K$0-$50KRevenue 2021: $32,172Expenses 2021: $50,276Net Income 2021: -$18,1042021Revenue 2022: $22,818Expenses 2022: $35,694Net Income 2022: -$12,8762022Revenue 2023: $82,378Expenses 2023: $20,727Net Income 2023: $61,6512023Revenue 2024: $42,318Expenses 2024: $78,987Net Income 2024: -$36,6692024

Highlighted filing

2022

Revenue$22,818
Expenses$35,694
Net Income-$12,876
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Jul 5, 2022
Return Version
2021v4.1
Gross Receipts
$50,679
Mission and Program Overview

Mission

Improve education programs

Program Services

DescriptionGrantsExpenses
ORGANIZATION DIRECTLY PURCHASED OR MADE DONATION TO THE SCHOOL TO PURCHASE BOOKS AND CLASSROOM SUPPLIES-$16,821
ORGANIZATION HOSTED TEACHER APPRECIATION ACTIVITIES EXPENSES INCLUDED FOOD, SUPPLIES & GIFTS-$11,283
ORGANIZATION HOSTED EDUCATIONS SCHOOL PROGRAMS/EXHIBITS EXPENSES INCUDED INSTRUCTOR FEES, SUPPLIES & FIELD TRIP ASSISTANCE-$6,012
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SARAH STAUPPresidentPT$0--
COURTNEY KOLLMANVice PresiPT$0--
MEGAN ANGELTreasurerPT$0--
LAUREN CONLEYSecretaryPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fall Funrais$25,232$25,232$6,381$18,851
Spiritwear$9,196$9,196$9,331$-135
Total Events$35,744$35,744$19,387$16,357
Filing and Contact Details

Filer

Filer Name
Bowman Primary Pto
EIN
26-2504807
Address
825 HART ROAD, LEBANON, OH 45036

Signing Officer

Name
Megan Angel
Title
President
Signed
2022-07-05
Discuss with paid preparer
Yes

Preparer

Firm
Dunn and Taylor Cpas
Address
1425 W MAIN ST, LEBANON, OH 45036
Preparer
Dawn King Miller CPA
Phone
5139325831
Supplemental Narrative

Additional Explanations

Other Expenses

“Bank service charges $12 staff/teacher appreciate gifts $11,283 equipment & supply purchase $9,944 kookies with kindergartners $390”

Other Expenses

“Scholarships & programs $6,012 teacher/class room allocations $6,487”

Raw XML Appendix152 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 ANGEL
IRS990EZ/BooksInCareOfDetail/PhoneNum05139325831
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0825 HART RD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0LEBANON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OH
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd045036
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt052276
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt039409
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt04894
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-12876
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01385
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/Form990TotalAssetsGrp/BOYAmt052276
IRS990EZ/Form990TotalAssetsGrp/EOYAmt039409
IRS990EZ/FundraisingGrossIncomeAmt045785
IRS990EZ/GrossReceiptsAmt050679
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt052276
IRS990EZ/NetAssetsOrFundBalancesEOYAmt039400
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt052276
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt039409
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt210
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt310
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0SARAH STAUP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1COURTNEY KOLLMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MEGAN ANGEL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3LAUREN CONLEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt034128
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0IMPROVE EDUCATION PROGRAMS
IRS990EZ/PrintingPublicationsPostageAmt0181
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0ORGANIZATION HOSTED EDUCATIONS SCHOOL PROGRAMS/EXHIBITS EXPENSES INCUDED INSTRUCTOR FEES, SUPPLIES & FIELD TRIP ASSISTANCE
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1ORGANIZATION HOSTED TEACHER APPRECIATION ACTIVITIES EXPENSES INCLUDED FOOD, SUPPLIES & GIFTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2ORGANIZATION DIRECTLY PURCHASED OR MADE DONATION TO THE SCHOOL TO PURCHASE BOOKS AND CLASSROOM SUPPLIES
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt06012
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt111283
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt216821
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt027861
IRS990EZ/SpecialEventsNetIncomeLossAmt017924
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt035694
IRS990EZ/TotalProgramServiceExpensesAmt034116
IRS990EZ/TotalRevenueAmt022818
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt04894
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt06119
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt06072
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt08306
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt02102
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt027493
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt027493
IRS990ScheduleA/SupportSumAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt04894
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt06119
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt06072
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt08306
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt02102
IRS990ScheduleA/Total509Grp/TotalAmt027493
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt04894
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt06119
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt06072
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt08306
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt02102
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt027493
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt019387
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0FALL FUNRAIS
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0SPIRITWEAR
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt025232
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt09196
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt01316
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt035744
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt025232
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt09196
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt01316
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt035744
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt016357
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt03564
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt03564
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt015712
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt06381
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt09331
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt02
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt0111
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt0111
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0BANK SERVICE CHARGES $12 STAFF/TEACHER APPRECIATE GIFTS $11,283 EQUIPMENT & SUPPLY PURCHASE $9,944 KOOKIES WITH KINDERGARTNERS $390
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1SCHOLARSHIPS & PROGRAMS $6,012 TEACHER/CLASS ROOM ALLOCATIONS $6,487
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1OTHER EXPENSES
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MEGAN ANGEL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-07-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BOWMAN PRIMARY PTO
ReturnHeader/Filer/BusinessNameControlTxt0BOWM
ReturnHeader/Filer/EIN0262504807
ReturnHeader/Filer/USAddress/AddressLine1Txt0825 HART ROAD
ReturnHeader/Filer/USAddress/CityNm0LEBANON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd045036
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0472349540
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DUNN AND TAYLOR CPAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01425 W MAIN ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LEBANON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd045036
ReturnHeader/PreparerPersonGrp/PhoneNum05139325831
ReturnHeader/PreparerPersonGrp/PreparationDt02022-10-31
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAWN KING MILLER CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02022-11-21T08:47:06-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MEGAN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0ANGEL
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
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
$39,409
Liabilities
-
Net assets
$39,409
Revenue
$22,818
Expenses
$35,694
Net income
-$12,876
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.64$0.64$0.42$0.79$0.37
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.01$1.01$0.82$0.21$0.62
2022Detailed filing. Detailed filing data is available for this year.$0.39$0.39$0.23$0.36$0.13
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.52$0.52$0.32$0.50$0.18