Civic Intelligence

Big Walnut Elementary PTO Inc.

990EZ • Fiscal year 2023 • EIN 26-3566458

Aug 01, 2022 to Jul 31, 2023 • Filed on Nov 16, 2023

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

(703) 221-2350

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

30th percentile

-7.8%

Higher net margin than 30% 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

17th percentile

-30%

Faster asset growth than 17% of similar nonprofits.

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

Revenue Growth

82nd percentile

56%

Faster revenue growth than 82% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$12,642

Down $5,453 (-30%) from 2022

Net Assets

Down

$12,642

Down $5,453 (-30%) from 2022

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin30th percentile

Revenue

Up

$69,793

Up $25,098 (+56%) from 2022

Expenses

Up

$75,246

Up $18,975 (+34%) from 2022

Net Income

Up

-$5,453

Up $6,123 (+53%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth17th 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

2023

Assets$12,642
Liabilities-
Net Assets$12,642
Open 2023 Filing

Operations Trend

Revenue Growth82nd 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

2023

Revenue$69,793
Expenses$75,246
Net Income-$5,453
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2022 to Jul 31, 2023
Signed
Nov 16, 2023
Return Version
2022v5.0
Gross Receipts
$69,793
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
LINDSEY LESLIEPresident-$0--
LINDSAY PINCIOTTIVice President-$0--
JESS DURBANSecretary-$0--
JACKIE SIEKMANNDepositing Treasurer-$0--
BESS DANIELCo Treasurer-$0--
Filing and Contact Details

Filer

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

Signing Officer

Name
Bess Daniel
Title
Treasurer
Signed
2023-11-16
Discuss with paid preparer
Yes

Preparer

Preparer
Stephen V Barbeau
Phone
7409130192
Supplemental Narrative

Additional Explanations

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

“Supplies 16,764”

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

“TRANSFER 1,000”

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

“Books fair and reference 18,534”

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

“AMAZON 4,206”

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

“SNACKS FOOD 2,990”

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

“BANK FEES 35”

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

“CHECKS PD 8,195”

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

“MISC 19,916”

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

“ADJUSTMENT 3,606”

Raw XML Appendix149 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/PersonNm0LINDSET LESLIE
IRS990EZ/BooksInCareOfDetail/PhoneNum07032212350
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0GALENA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OH
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd043021
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt018095
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt012642
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt069793
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-5453
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt018095
IRS990EZ/Form990TotalAssetsGrp/EOYAmt012642
IRS990EZ/GrossReceiptsAmt069793
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt018095
IRS990EZ/NetAssetsOrFundBalancesEOYAmt012642
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt018095
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt012642
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0002.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1002.00
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/PersonNm0LINDSEY LESLIE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1LINDSAY PINCIOTTI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JESS DURBAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JACKIE SIEKMANN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4BESS DANIEL
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/OtherExpensesTotalAmt075246
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/TotalExpensesAmt075246
IRS990EZ/TotalRevenueAmt069793
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt069793
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt044695
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0114488
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0106726
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0106726
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0221214
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt069793
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt044695
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0106726
IRS990ScheduleA/Total509Grp/TotalAmt0221214
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt069793
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt044695
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0106726
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0221214
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/ExplanationTxt0Supplies 16,764
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1TRANSFER 1,000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2BOOKS FAIR AND REFERENCE 18,534
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3AMAZON 4,206
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4SNACKS FOOD 2,990
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5BANK FEES 35
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6CHECKS PD 8,195
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7MISC 19,916
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8ADJUSTMENT 3,606
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/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BIG WALNUT ELEMENTARY PTO
ReturnHeader/Filer/BusinessNameControlTxt0BIGW
ReturnHeader/Filer/EIN0263566458
ReturnHeader/Filer/InCareOfNm0% BESS DANIEL
ReturnHeader/Filer/USAddress/AddressLine1Txt0940 S OLD 3C RD
ReturnHeader/Filer/USAddress/CityNm0SUNBURY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd043074
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerPersonGrp/PhoneNum07409130192
ReturnHeader/PreparerPersonGrp/PreparationDt02023-11-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEPHEN V BARBEAU
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02023-11-16T08:51:35-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0BESS
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0DANIEL
ReturnHeader/TaxPeriodBeginDt02022-08-01
ReturnHeader/TaxPeriodEndDt02023-07-31
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
$12,642
Liabilities
-
Net assets
$12,642
Revenue
$69,793
Expenses
$75,246
Net income
-$5,453
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