Civic Intelligence

Big Walnut Elementary PTO Inc.

990EZ • Fiscal year 2019 • EIN 26-3566458

Aug 01, 2018 to Jul 31, 2019 • Filed on Nov 25, 2019

Organization ProfileN/A
940 S Old 3C RdSunbury, OH 43074

(740) 965-3902

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 2019

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2019

Net Margin

73rd percentile

17%

Higher net margin than 73% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

70th percentile

17%

Faster asset growth than 70% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

35th percentile

-9.0%

Faster revenue growth than 35% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$34,192

Up $4,937 (+17%) from 2018

Net Assets

Up

$34,192

Up $4,937 (+17%) from 2018

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin73rd percentile

Revenue

Down

$29,417

Down $2,906 (-9.0%) from 2018

Expenses

Down

$24,480

Down $3,464 (-12%) from 2018

Net Income

Up

$4,937

Up $558 (+13%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth70th percentile

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

$60K$40K$20K$0Assets 2018: $29,255Net Assets 2018: $29,2552018Assets 2019: $34,192Net Assets 2019: $34,1922019Assets 2020: $41,315Net Assets 2020: $41,3152020Assets 2021: $29,671Net Assets 2021: $29,6712021Assets 2022: $18,095Net Assets 2022: $18,0952022Assets 2023: $12,642Net Assets 2023: $12,6422023Assets 2024: $24,757Net Assets 2024: $24,7572024Assets 2025: $27,416Net Assets 2025: $27,4162025

Highlighted filing

2019

Assets$34,192
Liabilities-
Net Assets$34,192
Open 2019 Filing

Operations Trend

Revenue Growth35th percentile

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

$150K$100K$50K$0-$50KRevenue 2018: $32,323Expenses 2018: $27,944Net Income 2018: $4,3792018Revenue 2019: $29,417Expenses 2019: $24,480Net Income 2019: $4,9372019Revenue 2020: $58,111Expenses 2020: $50,988Net Income 2020: $7,1232020Revenue 2021: $44,664Expenses 2021: $56,308Net Income 2021: -$11,6442021Revenue 2022: $44,695Expenses 2022: $56,271Net Income 2022: -$11,5762022Revenue 2023: $69,793Expenses 2023: $75,246Net Income 2023: -$5,4532023Revenue 2024: $43,847Expenses 2024: $31,732Net Income 2024: $12,1152024Revenue 2025: $108,892Expenses 2025: $106,233Net Income 2025: $2,6592025

Highlighted filing

2019

Revenue$29,417
Expenses$24,480
Net Income$4,937
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2018 to Jul 31, 2019
Signed
Nov 25, 2019
Return Version
2018v3.1
Gross Receipts
$29,417
Mission and Program Overview

Mission

For the welfare between parents teacher

Program Services

DescriptionGrantsExpenses
MUMKINS--
BIG WALNUT STRUT--
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JENNIFER NIESETVice President-$0--
TORI BLAZERPresident-$0--
AMY CLEAVENGERSecretary-$0--
JULIE WEATHERHEADDepositing Treasurer-$0--
NICOLE KELLYCo Treasurer-$0--
Filing and Contact Details

Filer

Filer Name
Big Walnut Elementary Pto
EIN
26-3566458
Phone
7409653902
Address
940 S OLD 3C RD, SUNBURY, OH 43074

Signing Officer

Name
Nicole Kelly
Title
Treasurer
Signed
2019-11-25
Discuss with paid preparer
No

Preparer

Firm
Barbeaus Tax Service
Address
12 E CHERRY ST PO BOX 612, SUNBURY, OH 43074
Preparer
Stephen V Barbeau
Phone
7409130192
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 8, Other Revenue

“DONATION 630”

Form 990-EZ, Part I, Line 16, Other Expenses

“ASSEMBLIES 4,721”

Form 990-EZ, Part I, Line 16, Other Expenses

“BABYSITTING 195”

Form 990-EZ, Part I, Line 16, Other Expenses

“4th grade celebration 926”

Form 990-EZ, Part I, Line 16, Other Expenses

“HOME COMING FLOAT 224”

Form 990-EZ, Part I, Line 16, Other Expenses

“Lunch with loved ones 780”

Form 990-EZ, Part I, Line 16, Other Expenses

“RECORDERS 180”

Form 990-EZ, Part I, Line 16, Other Expenses

“PRINCIPAL FUND 4,040”

Form 990-EZ, Part I, Line 16, Other Expenses

“SPRING FLING 2,725”

Form 990-EZ, Part I, Line 16, Other Expenses

“STAFF APPRECIATION 1,095”

Form 990-EZ, Part I, Line 16, Other Expenses

“SNACKS 386”

Form 990-EZ, Part I, Line 16, Other Expenses

“BANK FEES 103”

Form 990-EZ, Part I, Line 16, Other Expenses

“MISC 461”

Form 990-EZ, Part I, Line 16, Other Expenses

“Voted and other payables 1,058”

Form 990-EZ, Part I, Line 16, Other Expenses

“FIELD TRIPS 4,081”

Form 990-EZ, Part I, Line 16, Other Expenses

“TEACHER START UP 3,200”

Form 990-EZ, Part I, Line 16, Other Expenses

“ALL PRO DADS 105”

Raw XML Appendix173 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/PersonNm0NICOLE KELLY
IRS990EZ/BooksInCareOfDetail/PhoneNum06149155547
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt07434 BROXTON LANE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0GALENA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OH
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd043021
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt029255
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt034192
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt04937
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0200
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt029255
IRS990EZ/Form990TotalAssetsGrp/EOYAmt034192
IRS990EZ/FundraisingGrossIncomeAmt028787
IRS990EZ/GrossReceiptsAmt029417
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt029255
IRS990EZ/NetAssetsOrFundBalancesEOYAmt034192
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt029255
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt034192
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0002.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1004.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2001.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3001.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt4001.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JENNIFER NIESET
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1TORI BLAZER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2AMY CLEAVENGER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JULIE WEATHERHEAD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4NICOLE KELLY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DEPOSITING TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4CO TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt024280
IRS990EZ/OtherRevenueTotalAmt0630
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0FOR THE WELFARE BETWEEN PARENTS TEACHER
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0MUMKINS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1BIG WALNUT STRUT
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsNetIncomeLossAmt028787
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TotalExpensesAmt024480
IRS990EZ/TotalRevenueAmt029417
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0106726
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0101789
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0112021
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0105706
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt080908
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0507150
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.00000
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt0507150
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0106726
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0101789
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0112021
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0105706
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt080908
IRS990ScheduleA/Total509Grp/TotalAmt0507150
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0106726
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0101789
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0112021
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0105706
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt080908
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0507150
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DONATION 630
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ASSEMBLIES 4,721
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2BABYSITTING 195
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt34TH GRADE CELEBRATION 926
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4HOME COMING FLOAT 224
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5LUNCH WITH LOVED ONES 780
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6RECORDERS 180
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7PRINCIPAL FUND 4,040
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8SPRING FLING 2,725
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9STAFF APPRECIATION 1,095
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10SNACKS 386
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11BANK FEES 103
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12MISC 461
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13VOTED AND OTHER PAYABLES 1,058
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14FIELD TRIPS 4,081
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15TEACHER START UP 3,200
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16ALL PRO DADS 105
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 8, Other Revenue
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc16Form 990-EZ, Part I, Line 16, Other Expenses
ReturnHeader/BuildTS02020-04-17 16:48:07Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0NICOLE KELLY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BIG WALNUT ELEMENTARY PTO
ReturnHeader/Filer/BusinessNameControlTxt0BIGW
ReturnHeader/Filer/EIN0263566458
ReturnHeader/Filer/PhoneNum07409653902
ReturnHeader/Filer/USAddress/AddressLine1Txt0940 S OLD 3C RD
ReturnHeader/Filer/USAddress/CityNm0SUNBURY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd043074
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0A160C15C055DAB5BFB2D18A40089F36FD1576563
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0A160C15C055DAB5BFB2D18A40089F36FD1576563
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt065.24.60.46
ReturnHeader/FilingSecurityInformation/IPDt02019-11-26
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ES
ReturnHeader/FilingSecurityInformation/IPTm023:42:22
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BARBEAUS TAX SERVICE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt012 E CHERRY ST PO BOX 612
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SUNBURY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd043074
ReturnHeader/PreparerPersonGrp/PhoneNum07409130192
ReturnHeader/PreparerPersonGrp/PreparationDt02019-11-25
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEPHEN V BARBEAU
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02019-11-25T03:34:06-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-08-01
ReturnHeader/TaxPeriodEndDt02019-07-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$34,192
Liabilities
-
Net assets
$34,192
Revenue
$29,417
Expenses
$24,480
Net income
$4,937
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.27$0.27$1.09$1.06$0.03
2024Detailed filing. Detailed filing data is available for this year.$0.25$0.25$0.44$0.32$0.12
2023Detailed filing. Detailed filing data is available for this year.$0.13$0.13$0.70$0.75$0.05
2022Detailed filing. Detailed filing data is available for this year.$0.18$0.18$0.45$0.56$0.12
2021Detailed filing. Detailed filing data is available for this year.$0.30$0.30$0.45$0.56$0.12
2020Detailed filing. Detailed filing data is available for this year.$0.41$0.41$0.58$0.51$0.07
2019Detailed filing. Detailed filing data is available for this year.$0.34$0.34$0.29$0.24$0.05
2018Detailed filing. Detailed filing data is available for this year.$0.29$0.29$0.32$0.28$0.04