Civic Intelligence

Roy E Holmes Elementary School PTO

990EZ • Fiscal year 2018 • EIN 31-1326648

Jul 01, 2017 to Jun 30, 2018 • Filed on Oct 23, 2018

Refreshing map…

1350 West Truesdell StreetWilmington, OH 45177-2541

(937) 382-2750

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 2018

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2018

Net Margin

14th percentile

-24%

Higher net margin than 14% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

2nd percentile

-100%

Faster asset growth than 2% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2018

Revenue Growth

38th percentile

-7.0%

Faster revenue growth than 38% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2018

Assets

Down

$0

Down $9,074 (-100%) from 2016

Net Assets

Down

$0

Down $9,074 (-100%) from 2016

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$12,906

Down $2,013 (-13%) from 2016

Expenses

Down

$16,014

Down $16,892 (-51%) from 2016

Net Income

Up

-$3,108

Up $14,879 (+83%) from 2016

Historical Trend

Balance Sheet Trend

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

$40K$30K$20K$10K$0Assets 2011: $36,579Net Assets 2011: $36,5792011Assets 2012: $37,601Net Assets 2012: $37,6012012Assets 2013: $30,421Net Assets 2013: $30,4212013Assets 2014: $32,841Net Assets 2014: $32,8412014Assets 2015: $27,061Net Assets 2015: $27,0612015Assets 2016: $9,074Net Assets 2016: $9,0742016Assets 2018: $0Net Assets 2018: $02018

Highlighted filing

2018

Assets$0
Liabilities-
Net Assets$0

Operations Trend

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

$40K$20K$0-$20KRevenue 2011: $20,533Expenses 2011: $22,134Net Income 2011: -$1,6012011Revenue 2012: $25,048Expenses 2012: $24,026Net Income 2012: $1,0222012Revenue 2013: $16,686Expenses 2013: $23,866Net Income 2013: -$7,1802013Revenue 2014: $16,673Expenses 2014: $14,253Net Income 2014: $2,4202014Revenue 2015: $14,623Expenses 2015: $20,403Net Income 2015: -$5,7802015Revenue 2016: $14,919Expenses 2016: $32,906Net Income 2016: -$17,9872016Revenue 2018: $12,906Expenses 2018: $16,014Net Income 2018: -$3,1082018

Highlighted filing

2018

Revenue$12,906
Expenses$16,014
Net Income-$3,108
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Oct 23, 2018
Return Version
2017v2.3
Gross Receipts
$31,058
Mission and Program Overview

Mission

Support for education of students at this school

Program Services

DescriptionGrantsExpenses
APPROVED PURCHASES-Improve quality of education by providing books, supplies and equipment that is not available through the Schools regular operating and capital budget or allocations from the Bd of Education. Benefits over 700.-$7,532
MISCELLANEOUS-$2,477
PRINCIPALS ACCOUNT - Improve the atmosphere in the school and provide office supplies and equipment not available through the Schools regular operating budget and allocations from the Board of Education. Benefits over 700.-$2,282
TEACHER APPRECIATION-$1,342
YEARBOOK-$1,090
SPECIAL PROJECTS-$630
BUILDING GROUNDS-$535
ACADEMIC CLUBS - Improve the quality of education by providing support of after school hours clubs in education areas such as history, odessey of the minds, art, computers, etc. Over 700 students benefit from the program.-$126
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
WENDY SHORTPresidentPT$0--
CARRIE ZEIGLERVice PresidentPT$0--
JESIKA COOPERSecretaryPT$0--
KRISTY NICELYTreasurerPT$0--
KRISTI FICKERTSocial MediaPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fall Fundraiser$16,316$16,316$10,036$6,280
Carnival/auction$6,763$6,763$4,212$2,551
Total Events$27,121$27,121$18,152$8,969
Filing and Contact Details

Filer

Filer Name
Roy E Holmes Elementary School Pto
EIN
31-1326648
Phone
9373822750
Address
1350 WEST TRUESDELL STREET, WILMINGTON, OH 45177-2541

Signing Officer

Name
Wendy Short
Title
President
Signed
2018-10-23
Discuss with paid preparer
No

Preparer

Firm
PJ Accounting Services Inc
Address
261 W Main St, Wilmington, OH 45177-2179
Preparer
Peggy C Lefler
Phone
9373827742
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part III, Line 31

TEACHER APPRECIATION Grants and allocations 0, Program service expenses 1,342

Form 990-EZ, Part III, Line 31

BUILDING GROUNDS Grants and allocations 0, Program service expenses 535

Form 990-EZ, Part III, Line 31

MISCELLANEOUS Grants and allocations 0, Program service expenses 2,477

Form 990-EZ, Part III, Line 31

YEARBOOK Grants and allocations 0, Program service expenses 1,090

Form 990-EZ, Part III, Line 31

SPECIAL PROJECTS Grants and allocations 0, Program service expenses 630

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

Teacher Appreciation 1,342

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

Principals Account 2,282

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

Miscellaneous 2,477

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

Building and Grounds 535

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

Approved Purchases 7,532

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

Academic Clubs 126

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

Year Book 1,090

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

Special Projects 630

Form 990-EZ, Part I, Line 20, Net Assets

The remaining cash balance was distributed to the wilmington schools foundation. -5,061

Raw XML Appendix219 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/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt4BUILDING GROUNDS
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt7SPECIAL PROJECTS
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IRS990ScheduleN/DirectorOfSuccessor2Ind0false
IRS990ScheduleN/DispositionOfAssetsDetail/AssetsDistriOrExpnssPaidDesc0CASH
IRS990ScheduleN/DispositionOfAssetsDetail/BusinessName/BusinessNameLine1Txt0WILMINGTON SCHOOLS FOUNDATION
IRS990ScheduleN/DispositionOfAssetsDetail/DistributionDt02018-06-30
IRS990ScheduleN/DispositionOfAssetsDetail/EIN0311243766
IRS990ScheduleN/DispositionOfAssetsDetail/FairMarketValueOfAssetAmt05061
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IRS990ScheduleN/DispositionOfAssetsDetail/MethodOfFMVDeterminationTxt0BANK BALANCE
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IRS990ScheduleN/DispositionOfAssetsDetail/USAddress/CityNm0WILMINGTON
IRS990ScheduleN/DispositionOfAssetsDetail/USAddress/StateAbbreviationCd0OH
IRS990ScheduleN/DispositionOfAssetsDetail/USAddress/ZIPCd045177
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TEACHER APPRECIATION Grants and allocations 0, Program service expenses 1,342
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1BUILDING GROUNDS Grants and allocations 0, Program service expenses 535
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2MISCELLANEOUS Grants and allocations 0, Program service expenses 2,477
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3YEARBOOK Grants and allocations 0, Program service expenses 1,090
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4SPECIAL PROJECTS Grants and allocations 0, Program service expenses 630
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Teacher Appreciation 1,342
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Principals Account 2,282
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Miscellaneous 2,477
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Building and Grounds 535
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Approved Purchases 7,532
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Academic Clubs 126
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Year Book 1,090
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Special Projects 630
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13THE REMAINING CASH BALANCE WAS DISTRIBUTED TO THE WILMINGTON SCHOOLS FOUNDATION. -5,061
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part III, Line 31
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part III, Line 31
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part III, Line 31
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990-EZ, Part III, Line 31
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990-EZ, Part III, Line 31
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 20, Net Assets
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0WENDY SHORT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-10-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROY E HOLMES ELEMENTARY SCHOOL PTO
ReturnHeader/Filer/BusinessNameControlTxt0ROYE
ReturnHeader/Filer/EIN0311326648
ReturnHeader/Filer/PhoneNum09373822750
ReturnHeader/Filer/USAddress/AddressLine1Txt01350 WEST TRUESDELL STREET
ReturnHeader/Filer/USAddress/CityNm0WILMINGTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd0451772541
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ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt071.67.128.220
ReturnHeader/FilingSecurityInformation/IPDt02018-10-23
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm017:57:32
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PJ Accounting Services Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0261 W Main St
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Wilmington
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0451772179
ReturnHeader/PreparerPersonGrp/PhoneNum09373827742
ReturnHeader/PreparerPersonGrp/PreparationDt02018-10-23
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Peggy C Lefler
ReturnHeader/ReturnTs02018-10-23T02:00:31-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

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