Civic Intelligence

Donovan PTO

990EZ • Fiscal year 2023 • EIN 26-3229678

Jul 01, 2022 to Jun 30, 2023 • Filed on Sep 12, 2023

401 Justice DriveLebanon, OH 45036

(513) 934-5400

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

5th percentile

-133%

Higher net margin than 5% 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

13th percentile

-43%

Faster asset growth than 13% of similar nonprofits.

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

Revenue Growth

17th percentile

-33%

Faster revenue growth than 17% of similar nonprofits.

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

Assets

Down

$49,666

Down $37,205 (-43%) from 2022

Net Assets

Down

$49,666

Down $37,205 (-43%) from 2022

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$27,990

Down $14,100 (-33%) from 2022

Expenses

Up

$65,195

Up $42,402 (+186%) from 2022

Net Income

Down

-$37,205

Down $56,502 (-293%) from 2022

Historical Trend

Balance Sheet Trend

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

$100K$50K$0Assets 2022: $86,871Net Assets 2022: $86,8712022Assets 2023: $49,666Net Assets 2023: $49,6662023Assets 2024: $54,821Net Assets 2024: $54,8212024

Highlighted filing

2023

Assets$49,666
Liabilities-
Net Assets$49,666

Operations Trend

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

$100K$50K$0-$50KRevenue 2022: $42,090Expenses 2022: $22,793Net Income 2022: $19,2972022Revenue 2023: $27,990Expenses 2023: $65,195Net Income 2023: -$37,2052023Revenue 2024: $24,743Expenses 2024: $19,589Net Income 2024: $5,1542024

Highlighted filing

2023

Revenue$27,990
Expenses$65,195
Net Income-$37,205
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Sep 12, 2023
Return Version
2022v5.0
Gross Receipts
$49,491
Mission and Program Overview

Mission

To provide a communication line between parents and educators in order to help provide the highest possible level of education and physical and mental standards for students of donovan elementary school.

Program Services

DescriptionGrantsExpenses
ASSIST WITH SCHOOL EDUCATIONAL AND ENTERTAINMENT PROGRAMS, CLASSROOM OR SCHOOL IMPROVEMENTS AND CLASSROOM SUPPLIES.-$58,420
STUDENT INCENTIVE GIFTS TO ENCOURAGE ATTENDANCE, PARTICIPATION AND GOOD CONDUCT. STAFF APPRECIATION GIFTS, MEALS OR EVENTS.$165$4,525
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ANGELA DAVIDSONCo-President-$0--
SARAH STATUPCo-President-$0--
BRITTANY MILLERCo-Vice Pres-$0--
WHITNEY TAYLORCo-Vice Pres-$0--
ASHLEY BRAMMERCo-Secretary-$0--
KATIE COLEMANCo-Vice Pres-$0--
JESSY HUFFCo-Treasurer-$0--
CARRIE HUFFCo-Treasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Cookie Dough Sa$19,741$19,741$2,683$17,058
Read a Thon$8,201$8,201$69$8,132
Total Events$39,806$39,806$17,713$22,093
Filing and Contact Details

Filer

Filer Name
Donovan Pto
EIN
26-3229678
Phone
5139345400
Address
401 JUSTICE DRIVE, LEBANON, OH 45036

Signing Officer

Name
Carrie Huff
Title
Co-treasurer
Phone
5139345400
Signed
2023-09-12
Discuss with paid preparer
Yes

Preparer

Firm
Stephenson and Warner Inc Cpas
Address
1502 UNIVERSITY BLVD STE E, HAMILTON, OH 45011-3300
Preparer
Larry F Warner Ii CPA
Phone
5138688600
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

Expenses cricut supplies 454 pto manager software 129 insurance 1,605 bank fees 12 field trips 7,115 end of year carnival 4,682 lunch incentives 54 pumpkin drop candy 128 teachers/staff meals/appr 4,306 veterans day assembly 379 playground equipment 40,178 prior year tax/busing/mis 5,938 total 64,980

Form 990-ez, Part III

To provide a communication line between parents and educators in order to help provide the highest possible level of education and physical and mental standards for students of donovan elementary school.

Raw XML Appendix188 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/PhoneNum05139345400
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0401 JUSTICE DRIVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0LEBANON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OH
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd045036
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt086871
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IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
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IRS990EZ/GrantsAndSimilarAmountsPaidAmt0165
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IRS990EZ/InfoInScheduleOPartIIIInd0X
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IRS990EZ/LobbyingActivitiesInd0false
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IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ANGELA DAVIDSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1SARAH STATUP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2BRITTANY MILLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3WHITNEY TAYLOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4ASHLEY BRAMMER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5KATIE COLEMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6JESSY HUFF
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7CARRIE HUFF
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CO-PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1CO-PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2CO-VICE PRES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3CO-VICE PRES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4CO-SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5CO-VICE PRES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6CO-TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7CO-TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt064980
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE A COMMUNICATION LINE BETWEEN PARENTS AND EDUCATORS IN ORDER TO HELP PROVIDE THE HIGHEST POSSIBLE LEVEL OF EDUCATION AND PHYSICAL AND MENTAL STANDARDS FOR STUDENTS OF DONOVAN ELEMENTARY SCHOOL.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0ASSIST WITH SCHOOL EDUCATIONAL AND ENTERTAINMENT PROGRAMS, CLASSROOM OR SCHOOL IMPROVEMENTS AND CLASSROOM SUPPLIES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1STUDENT INCENTIVE GIFTS TO ENCOURAGE ATTENDANCE, PARTICIPATION AND GOOD CONDUCT. STAFF APPRECIATION GIFTS, MEALS OR EVENTS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt0165
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt058420
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt14525
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt021501
IRS990EZ/SpecialEventsNetIncomeLossAmt026298
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0OH
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt065195
IRS990EZ/TotalProgramServiceExpensesAmt062945
IRS990EZ/TotalRevenueAmt027990
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0MISCELLANEOUS INCOME 96
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART III, LINE 12
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt01692
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0734
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0525
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt01655
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt02244
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt06850
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt020065
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0564
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt02800
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt010366
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt015154
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt048949
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt027734
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt067830
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt048831
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt077443
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt097888
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt0319726
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt096
IRS990ScheduleA/OtherIncome509Grp/TotalAmt096
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99970
IRS990ScheduleA/PublicSupportPY509Pct00.99940
IRS990ScheduleA/PublicSupportTotal509Amt0375525
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt049491
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt069128
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt052156
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt089464
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0115286
IRS990ScheduleA/Total509Grp/TotalAmt0375525
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt049491
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt069128
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt089464
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0115382
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0375621
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt017713
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0COOKIE DOUGH SA
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0READ A THON
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt019741
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt08201
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt011864
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt019741
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt08201
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt011864
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt039806
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt022093
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt014961
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt017713
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt02683
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt069
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt02
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES CRICUT SUPPLIES 454 PTO MANAGER SOFTWARE 129 INSURANCE 1,605 BANK FEES 12 FIELD TRIPS 7,115 END OF YEAR CARNIVAL 4,682 LUNCH INCENTIVES 54 PUMPKIN DROP CANDY 128 TEACHERS/STAFF MEALS/APPR 4,306 VETERANS DAY ASSEMBLY 379 PLAYGROUND EQUIPMENT 40,178 PRIOR YEAR TAX/BUSING/MIS 5,938 TOTAL 64,980
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1TO PROVIDE A COMMUNICATION LINE BETWEEN PARENTS AND EDUCATORS IN ORDER TO HELP PROVIDE THE HIGHEST POSSIBLE LEVEL OF EDUCATION AND PHYSICAL AND MENTAL STANDARDS FOR STUDENTS OF DONOVAN ELEMENTARY SCHOOL.
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/PersonNm0CARRIE HUFF
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CO-TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05139345400
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-09-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DONOVAN PTO
ReturnHeader/Filer/BusinessNameControlTxt0DONO
ReturnHeader/Filer/EIN0263229678
ReturnHeader/Filer/PhoneNum05139345400
ReturnHeader/Filer/USAddress/AddressLine1Txt0401 JUSTICE DRIVE
ReturnHeader/Filer/USAddress/CityNm0LEBANON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd045036
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0311452851
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0STEPHENSON AND WARNER INC CPAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01502 UNIVERSITY BLVD STE E
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HAMILTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0450113300
ReturnHeader/PreparerPersonGrp/PhoneNum05138688600
ReturnHeader/PreparerPersonGrp/PreparationDt02023-09-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LARRY F WARNER II CPA
ReturnHeader/ReturnTs02023-09-12T18:01:53-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0CARRIE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0HUFF
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

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