Civic Intelligence

Big Walnut Elementary PTO Inc.

990EZ • Fiscal year 2022 • EIN 26-3566458

Aug 01, 2021 to Jul 31, 2022 • Filed on Sep 12, 2022

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

(703) 887-8950

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

16th percentile

-26%

Higher net margin than 16% 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

13th percentile

-39%

Faster asset growth than 13% of similar nonprofits.

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

Revenue Growth

41st percentile

0.1%

Faster revenue growth than 41% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$18,095

Down $11,576 (-39%) from 2021

Net Assets

Down

$18,095

Down $11,576 (-39%) from 2021

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin16th percentile

Revenue

Up

$44,695

Up $31 (+0.1%) from 2021

Expenses

Down

$56,271

Down $37 (-0.1%) from 2021

Net Income

Up

-$11,576

Up $68 (+0.6%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth13th 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

2022

Assets$18,095
Liabilities-
Net Assets$18,095
Open 2022 Filing

Operations Trend

Revenue Growth41st 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

2022

Revenue$44,695
Expenses$56,271
Net Income-$11,576
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2021 to Jul 31, 2022
Signed
Sep 12, 2022
Return Version
2021v4.2
Gross Receipts
$44,695
Mission and Program Overview

Mission

For the welfare between parents teacher

Program Services

DescriptionGrantsExpenses
FUNDRAISERS--
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
REGINA PLACEPresident-$0--
DANIELLE STADERMANVice President-$0--
AMY PHILLIPSSecretary-$0--
BESS DANIELSDepositing Treasurer-$0--
LINDSEY LESLIECo Treasurer-$0--
Filing and Contact Details

Filer

Filer Name
Big Walnut Elementary Pto
EIN
26-3566458
In Care Of
% BESS DANIEL
Phone
7038878950
Address
940 S OLD 3C RD, SUNBURY, OH 43074

Signing Officer

Name
Bess Daniel
Title
Depositing Treasurer
Phone
7038878950
Signed
2022-09-12
Discuss with paid preparer
Yes

Preparer

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

Additional Explanations

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

“Travel 314”

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

“Supplies 2,216”

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

“Lunch with loved ones 1,702”

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

“APPAREL 2,614”

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

“Books and reference 5,588”

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

“AMAZON 4,373”

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

“BANK FEES 124”

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

“CHECKS PD 36,786”

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

“MISC 2,304”

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
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IRS990EZ/BooksInCareOfDetail/PhoneNum07032212350
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0GALENA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OH
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd043021
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt029671
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt018095
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt044695
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-11576
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0250
IRS990EZ/FiledScheduleAInd0true
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IRS990EZ/GrossReceiptsAmt044695
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt029671
IRS990EZ/NetAssetsOrFundBalancesEOYAmt018095
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt029671
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt018095
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0002.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1002.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt4001.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0REGINA PLACE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DANIELLE STADERMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2AMY PHILLIPS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3BESS DANIELS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4LINDSEY LESLIE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DEPOSITING TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4CO TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt056021
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0FOR THE WELFARE BETWEEN PARENTS TEACHER
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0FUNDRAISERS
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TotalExpensesAmt056271
IRS990EZ/TotalRevenueAmt044695
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt044695
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt044695
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0106726
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0101789
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0208515
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/PublicSupportTotal509Amt0253210
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt044695
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0106726
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0101789
IRS990ScheduleA/Total509Grp/TotalAmt0253210
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt044695
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0106726
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0101789
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0253210
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Travel 314
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Supplies 2,216
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2LUNCH WITH LOVED ONES 1,702
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3APPAREL 2,614
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4BOOKS AND REFERENCE 5,588
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5AMAZON 4,373
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6BANK FEES 124
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7CHECKS PD 36,786
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8MISC 2,304
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 16, Other Expenses
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
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BESS DANIEL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DEPOSITING TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07038878950
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-09-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BIG WALNUT ELEMENTARY PTO
ReturnHeader/Filer/BusinessNameControlTxt0BIGW
ReturnHeader/Filer/EIN0263566458
ReturnHeader/Filer/InCareOfNm0% BESS DANIEL
ReturnHeader/Filer/PhoneNum07038878950
ReturnHeader/Filer/USAddress/AddressLine1Txt0940 S OLD 3C RD
ReturnHeader/Filer/USAddress/CityNm0SUNBURY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd043074
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BARBEAUS TAX SERVICE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0P O BOX 612 12 E CHERRY ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SUNBURY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd043074
ReturnHeader/PreparerPersonGrp/PhoneNum07409130192
ReturnHeader/PreparerPersonGrp/PreparationDt02022-09-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEPHEN V BARBEAU
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02022-09-12T02:39:30-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0BESS
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0DANIEL
ReturnHeader/TaxPeriodBeginDt02021-08-01
ReturnHeader/TaxPeriodEndDt02022-07-31
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
$18,095
Liabilities
-
Net assets
$18,095
Revenue
$44,695
Expenses
$56,271
Net income
-$11,576
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