Civic Intelligence

Bowman Primary PTO

990EZ • Fiscal year 2023 • EIN 26-2504807

Jul 01, 2022 to Jun 30, 2023 • Filed on Jul 05, 2023

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 2023

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2023

Net Margin

95th percentile

75%

Higher net margin than 95% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

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.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

94th percentile

156%

Faster asset growth than 94% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

96th percentile

261%

Faster revenue growth than 96% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$101,060

Up $61,651 (+156%) from 2022

Net Assets

Up

$101,060

Up $61,651 (+156%) from 2022

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin95th percentile

Revenue

Up

$82,378

Up $59,560 (+261%) from 2022

Expenses

Down

$20,727

Down $14,967 (-42%) from 2022

Net Income

Up

$61,651

Up $74,527 (+579%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth94th 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

2023

Assets$101,060
Liabilities-
Net Assets$101,060
Open 2023 Filing

Operations Trend

Revenue Growth96th 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

2023

Revenue$82,378
Expenses$20,727
Net Income$61,651
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Jul 5, 2023
Return Version
2022v5.0
Gross Receipts
$97,177
Mission and Program Overview

Mission

Improve education programs

Program Services

DescriptionGrantsExpenses
ORGANIZATION HOSTED TEACHER APPRECIATION ACTIVITIES EXPENSES INCLUDED FOOD, SUPPLIES & GIFTS-$12,550
ORGANIZATION HOSTED EDUCATIONS SCHOOL PROGRAMS/EXHIBITS EXPENSES INCUDED INSTRUCTOR FEES, SUPPLIES & FIELD TRIP ASSISTANCE-$5,454
ORGANIZATION DIRECTLY PURCHASED OR MADE DONATION TO THE SCHOOL TO PURCHASE BOOKS AND CLASSROOM SUPPLIES-$556
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
COURTNEY KOLLMANPresidentPT$0--
BRITTANY MILLERVice PresiPT$0--
SARA SMITHTreasurerPT$0--
LAUREN CONLEYSecretaryPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Read-a-thon$71,328$71,328-$71,328
Tshirt$10,563$10,563$8,120$2,443
Total Events$88,885$88,885$14,384$74,501
Filing and Contact Details

Filer

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

Signing Officer

Name
Brittany Miller
Title
Officer
Signed
2023-07-05
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

Line 10 Grants and Donations

“Donation of tree in memorial of student”

Other Expenses

“Bank service charges $26 staff/teacher appreciate gifts $11,927 scholarships & foeld trip programs $5,454 insurance $372”

Other Expenses

“Kookies with kindergartners/gps tea $556 teacher/class room allocations $623”

Raw XML Appendix157 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/PersonNm0PTO OFFICER
IRS990EZ/BooksInCareOfDetail/PhoneNum05139325831
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0825 HART RD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0LEBANON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OH
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd045036
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt039409
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0101060
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt08292
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt061651
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0755
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt039409
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0101060
IRS990EZ/FundraisingGrossIncomeAmt088885
IRS990EZ/GrantsAndSimilarAmountsPaidAmt0800
IRS990EZ/GrossReceiptsAmt097177
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt039409
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0101060
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt039409
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0101060
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt35
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0COURTNEY KOLLMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1BRITTANY MILLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2SARA SMITH
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/OtherExpensesTotalAmt018958
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0IMPROVE EDUCATION PROGRAMS
IRS990EZ/PrintingPublicationsPostageAmt0214
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/ProgramServiceExpensesAmt05454
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt112550
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt2556
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt014799
IRS990EZ/SpecialEventsNetIncomeLossAmt074086
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt020727
IRS990EZ/TotalProgramServiceExpensesAmt018560
IRS990EZ/TotalRevenueAmt082378
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt08292
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt04894
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt06119
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt06072
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt08306
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt033683
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt033683
IRS990ScheduleA/SupportSumAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt08292
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt04894
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt06119
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt06072
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt08306
IRS990ScheduleA/Total509Grp/TotalAmt033683
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt08292
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt04894
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt06119
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt06072
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt08306
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt033683
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt014384
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0READ-A-THON
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0TSHIRT
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt071328
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt010563
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt06994
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt088885
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt071328
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt010563
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt06994
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt088885
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt074501
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt0677
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesOtherEventsAmt0158
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt0835
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt03133
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt011253
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt08120
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt02
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt02296
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt02296
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DONATION OF TREE IN MEMORIAL OF STUDENT
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1BANK SERVICE CHARGES $26 STAFF/TEACHER APPRECIATE GIFTS $11,927 SCHOLARSHIPS & FOELD TRIP PROGRAMS $5,454 INSURANCE $372
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2KOOKIES WITH KINDERGARTNERS/GPS TEA $556 TEACHER/CLASS ROOM ALLOCATIONS $623
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0LINE 10 GRANTS AND DONATIONS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2OTHER EXPENSES
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BRITTANY MILLER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0OFFICER
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-07-05
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/IRSResponsiblePrtyInfoCurrInd0true
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/PreparerPersonNm0DAWN KING MILLER CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02024-02-02T08:50:43-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$101,060
Liabilities
-
Net assets
$101,060
Revenue
$82,378
Expenses
$20,727
Net income
$61,651
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
2023Detailed filing. Detailed filing data is available for this year.$1.01$1.01$0.82$0.21$0.62
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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