Civic Intelligence

Boyd E Smith Elementary Parent Teacher Organization

990EZ • Fiscal year 2022 • EIN 31-0986270

Jul 01, 2021 to Jun 30, 2022 • Filed on Oct 20, 2022

1052 Jer LesMilford, OH 45150

(513) 288-4792

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

86th percentile

42%

Higher net margin than 86% 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

76th percentile

27%

Faster asset growth than 76% of similar nonprofits.

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

Revenue Growth

59th percentile

21%

Faster revenue growth than 59% of similar nonprofits.

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

Assets

Up

$97,261

Up $20,956 (+27%) from 2021

Net Assets

Up

$97,261

Up $20,956 (+27%) from 2021

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$49,496

Up $8,744 (+21%) from 2021

Expenses

Up

$28,540

Up $14,976 (+110%) from 2021

Net Income

Down

$20,956

Down $6,232 (-23%) from 2021

Historical Trend

Balance Sheet Trend

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

$100K$50K$0Assets 2011: $19,512Net Assets 2011: $19,5122011Assets 2012: $29,280Net Assets 2012: $29,2802012Assets 2013: $49,293Net Assets 2013: $49,2932013Assets 2014: $61,558Net Assets 2014: $61,5582014Assets 2015: $17,021Net Assets 2015: $17,0212015Assets 2016: $39,959Net Assets 2016: $39,9592016Assets 2017: $26,396Net Assets 2017: $26,3962017Assets 2018: $35,430Net Assets 2018: $35,4302018Assets 2019: $34,948Net Assets 2019: $34,9482019Assets 2020: $49,119Net Assets 2020: $49,1192020Assets 2021: $76,305Net Assets 2021: $76,3052021Assets 2022: $97,261Net Assets 2022: $97,2612022Assets 2023: $73,715Net Assets 2023: $73,7152023Assets 2024: $65,619Liabilities 2024: $0Net Assets 2024: $65,6192024

Highlighted filing

2022

Assets$97,261
Liabilities-
Net Assets$97,261

Operations Trend

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

$100K$50K$0-$50KRevenue 2011: $20,593Expenses 2011: $25,057Net Income 2011: -$4,4642011Revenue 2012: $41,640Expenses 2012: $31,872Net Income 2012: $9,7682012Revenue 2013: $41,301Expenses 2013: $21,288Net Income 2013: $20,0132013Revenue 2014: $38,622Expenses 2014: $26,357Net Income 2014: $12,2652014Revenue 2015: $46,225Expenses 2015: $90,762Net Income 2015: -$44,5372015Revenue 2016: $43,524Expenses 2016: $20,586Net Income 2016: $22,9382016Revenue 2017: $36,155Expenses 2017: $49,718Net Income 2017: -$13,5632017Revenue 2018: $35,859Expenses 2018: $26,825Net Income 2018: $9,0342018Revenue 2019: $31,562Expenses 2019: $32,044Net Income 2019: -$4822019Revenue 2020: $36,367Expenses 2020: $22,197Net Income 2020: $14,1702020Revenue 2021: $40,752Expenses 2021: $13,564Net Income 2021: $27,1882021Revenue 2022: $49,496Expenses 2022: $28,540Net Income 2022: $20,9562022Revenue 2023: $64,585Expenses 2023: $88,131Net Income 2023: -$23,5462023Revenue 2024: $25,840Expenses 2024: $48,608Net Income 2024: -$22,7682024

Highlighted filing

2022

Revenue$49,496
Expenses$28,540
Net Income$20,956
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Oct 20, 2022
Return Version
2021v4.0
Gross Receipts
$59,441
Mission and Program Overview

Mission

To provide student activities and support to the school and teachers

Program Services

DescriptionGrantsExpenses
PTO SPONSORED STUDENT ACTIVITIES AND PROGRAMS AVAILABLE TO ALL STUDENTS.-$14,196
GENERAL SUPPORT OF SCHOOL ACTIVITIES-$8,369
GIFTS MADE TO THE SCHOOL FOR USE BY THE TEACHERS IN THE CLASSROOM FOR THE BENEIFT OF THE STUDENTS.-$5,625
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JULIE ROTZPresidentPT$0--
SARAH GUTIERREZExecutive VIPT$0--
LINDSAY DUPRIESTSecretaryPT$0--
JANA BEALTreasurerPT$0--
AMANDA FOXVice PresidePT$0--
KAREN HARPSERVice PresidePT$0--
AMANDA NICHOLSVice PresidePT$0--
NIKI WOODWARDVice PresidePT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Walk a Thon$25,594$25,594$3,812$21,782
Coupon Books$11,548$11,548$6,133$5,415
Total Events$37,142$37,142$9,945$27,197
Filing and Contact Details

Filer

Filer Name
Boyd E Smith Parent Teacher
EIN
31-0986270
Address
1052 JER LES, MILFORD, OH 45150

Signing Officer

Name
Jana Beal
Title
Treasurer
Signed
2022-10-20
Discuss with paid preparer
Yes

Preparer

Firm
Brady Accounting LLC
Address
4520 FULONG TRAIL, BATAVIA, OH 45103
Preparer
Deborah Brady CPA
Phone
5133242444
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

Book fair cost of goods sold 5,261 expenses ohio fee 50 grant scholarship 1,250 teacher/staff programs 3,854 staff appreciation 1,093 sixth grade party 499 nurse items 500 student programs 12,397 open house 178 total 25,082

Form 990-ez, Part II, Line 24

Accounts receivable 0 2,000 total 0 2,000

Form 990-ez, Part III, Line 31

General support of school activities

Raw XML Appendix172 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.

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IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JULIE ROTZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1SARAH GUTIERREZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2LINDSAY DUPRIEST
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JANA BEAL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4AMANDA FOX
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5KAREN HARPSER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6AMANDA NICHOLS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7NIKI WOODWARD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1EXECUTIVE VI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7VICE PRESIDE
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/EOYAmt02000
IRS990EZ/OtherExpensesTotalAmt025082
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE STUDENT ACTIVITIES AND SUPPORT TO THE SCHOOL AND TEACHERS
IRS990EZ/ProgramServiceRevenueAmt014333
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PTO SPONSORED STUDENT ACTIVITIES AND PROGRAMS AVAILABLE TO ALL STUDENTS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1GIFTS MADE TO THE SCHOOL FOR USE BY THE TEACHERS IN THE CLASSROOM FOR THE BENEIFT OF THE STUDENTS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2GENERAL SUPPORT OF SCHOOL ACTIVITIES
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt014196
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt28369
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
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IRS990EZ/SpecialEventsNetIncomeLossAmt034177
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt028540
IRS990EZ/TotalProgramServiceExpensesAmt028190
IRS990EZ/TotalRevenueAmt049496
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0100
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0836
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt02000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt02936
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IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt06373
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.95970
IRS990ScheduleA/PublicSupportPY509Pct00.93540
IRS990ScheduleA/PublicSupportTotal509Amt0151667
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt059441
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IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0WALK A THON
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0COUPON BOOKS
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt025594
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt011548
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt025594
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IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt03812
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt06133
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0BOOK FAIR COST OF GOODS SOLD 5,261 EXPENSES OHIO FEE 50 GRANT SCHOLARSHIP 1,250 TEACHER/STAFF PROGRAMS 3,854 STAFF APPRECIATION 1,093 SIXTH GRADE PARTY 499 NURSE ITEMS 500 STUDENT PROGRAMS 12,397 OPEN HOUSE 178 TOTAL 25,082
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACCOUNTS RECEIVABLE 0 2,000 TOTAL 0 2,000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2GENERAL SUPPORT OF SCHOOL ACTIVITIES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III, LINE 31
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JANA BEAL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-10-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BOYD E SMITH PARENT TEACHER
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ORGANIZATION
ReturnHeader/Filer/BusinessNameControlTxt0BOYD
ReturnHeader/Filer/EIN0310986270
ReturnHeader/Filer/USAddress/AddressLine1Txt01052 JER LES
ReturnHeader/Filer/USAddress/CityNm0MILFORD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd045150
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0800139856
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BRADY ACCOUNTING LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04520 FULONG TRAIL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BATAVIA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd045103
ReturnHeader/PreparerPersonGrp/PhoneNum05133242444
ReturnHeader/PreparerPersonGrp/PreparationDt02022-10-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DEBORAH BRADY CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02022-11-09T20:14:51-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JANA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BEAL
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$65.6$0.00$65.6$25.8$48.6$22.8
2023Detailed filing. Detailed filing data is available for this year.$73.7$73.7$64.6$88.1$23.5
2022Detailed filing. Detailed filing data is available for this year.$97.3$97.3$49.5$28.5$21.0
2021Detailed filing. Detailed filing data is available for this year.$76.3$76.3$40.8$13.6$27.2
2020Detailed filing. Detailed filing data is available for this year.$49.1$49.1$36.4$22.2$14.2
2019Detailed filing. Detailed filing data is available for this year.$34.9$34.9$31.6$32.0$0.48
2018Detailed filing. Detailed filing data is available for this year.$35.4$35.4$35.9$26.8$9.03
2017Detailed filing. Detailed filing data is available for this year.$26.4$26.4$36.2$49.7$13.6
2016Detailed filing. Detailed filing data is available for this year.$40.0$40.0$43.5$20.6$22.9
2015Detailed filing. Detailed filing data is available for this year.$17.0$17.0$46.2$90.8$44.5
2014Detailed filing. Detailed filing data is available for this year.$61.6$61.6$38.6$26.4$12.3
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$49.3$49.3$41.3$21.3$20.0
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$29.3$29.3$41.6$31.9$9.77
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$19.5$19.5$20.6$25.1$4.46