Civic Intelligence

Britton-Norwich Learning Campus PTO

990EZ • Fiscal year 2019 • EIN 31-1386860

Aug 01, 2018 to Jul 31, 2019 • Filed on Dec 08, 2019

4454 Davidson RoadHilliard, OH 43026

(614) 921-6000

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

71st percentile

0.03x

Higher debt load relative to assets than 71% of similar nonprofits.

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

Liabilities / Revenue

79th percentile

0.06x

Higher debt load relative to revenue than 79% of similar nonprofits.

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

Net Margin

10th percentile

-38%

Higher net margin than 10% of similar nonprofits.

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

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% 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

29th percentile

-9.8%

Faster asset growth than 29% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2019

Revenue Growth

25th percentile

-19%

Faster revenue growth than 25% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2019

Assets

Down

$64,460

Down $14,797 (-19%) from 2017

Net Assets

Down

$62,470

Down $16,787 (-21%) from 2017

Liabilities

$1,990

No earlier filing loaded for comparison.

Revenue

Down

$34,650

Down $18,371 (-35%) from 2017

Expenses

Up

$47,958

Up $14,956 (+45%) from 2017

Net Income

Down

-$13,308

Down $33,327 (-166%) from 2017

Historical Trend

Balance Sheet Trend

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

$80K$60K$40K$20K$0Assets 2011: $65,729Liabilities 2011: $29,271Net Assets 2011: $36,4582011Assets 2012: $78,120Liabilities 2012: $32,300Net Assets 2012: $45,8202012Assets 2015: $54,544Net Assets 2015: $54,5442015Assets 2016: $56,824Net Assets 2016: $56,8242016Assets 2017: $79,257Net Assets 2017: $79,2572017Assets 2019: $64,460Liabilities 2019: $1,990Net Assets 2019: $62,4702019Assets 2020: $38,141Liabilities 2020: $4,469Net Assets 2020: $33,6722020Assets 2021: $36,879Liabilities 2021: $3,910Net Assets 2021: $32,9692021Assets 2024: $64,661Liabilities 2024: $0Net Assets 2024: $64,6612024Assets 2025: $64,206Liabilities 2025: $0Net Assets 2025: $64,2062025

Highlighted filing

2019

Assets$64,460
Liabilities$1,990
Net Assets$62,470

Operations Trend

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

$100K$50K$0-$50KRevenue 2011: $61,098Expenses 2011: $60,954Net Income 2011: $1442011Revenue 2012: $35,316Expenses 2012: $24,212Net Income 2012: $11,1042012Revenue 2015: $47,928Expenses 2015: $34,519Net Income 2015: $13,4092015Revenue 2016: $28,693Expenses 2016: $26,413Net Income 2016: $2,2802016Revenue 2017: $53,021Expenses 2017: $33,002Net Income 2017: $20,0192017Revenue 2019: $34,650Expenses 2019: $47,958Net Income 2019: -$13,3082019Revenue 2020: $14,494Expenses 2020: $56,247Net Income 2020: -$41,7532020Revenue 2021: $24,369Expenses 2021: $25,072Net Income 2021: -$7032021Revenue 2024: $56,068Expenses 2024: $43,448Net Income 2024: $12,6202024Revenue 2025: $81,017Expenses 2025: $81,522Net Income 2025: -$5052025

Highlighted filing

2019

Revenue$34,650
Expenses$47,958
Net Income-$13,308
Jump To
Filing Snapshot
Filing Period
Aug 1, 2018 to Jul 31, 2019
Signed
Dec 8, 2019
Return Version
2018v3.1
Gross Receipts
$44,200
Mission and Program Overview

Mission

Provide support to various school programs that the district budget will not pay for.

See schedule o for purpose

Program Services

DescriptionGrantsExpenses
STUDENT ENRICHMENT PROGRAMS-$23,013
Other program services-$21,108
EDUCATIONAL FIELD TRIPS FOR STUDENTS-$2,187
ART FUND - USED TO SUPPORT ART TEACHER AND ARTISTIC ENDEAVORS OF STUDENTS DURING THE SCHOOL YEAR-$1,650
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Michelle DiercksPresidentPT$0--
Holly HykesSecretary And TreasurerPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Hop a Thon$15,920$15,920$291$15,629
Flower Sale$7,862$7,862$2,815$5,047
Total Events$30,816$30,816$6,890$23,926
Filing and Contact Details

Filer

Filer Name
Norwich Elementary Pto
EIN
31-1386860
Address
4454 DAVIDSON ROAD, Hilliard, OH 43026

Signing Officer

Name
Tom Stoltz
Title
Treasurer
Phone
6149216000
Signed
2019-12-08
Discuss with paid preparer
Yes

Preparer

Firm
McClung and McClung CPAs LLC
Address
4153 Rowanne Road, Columbus, OH 43214
Preparer
Jeremy McClung
Phone
6146387461
Supplemental Narrative

Additional Explanations

Description of other revenue Part I line 8

Description AmountKroger Rewards 1,159Amazon Smile 113Net Scout Income Norwich Pack 3482 1,190Student Directory and Supply Sale 282

Description of other expenses Part I line 16

Description AmountStudent Enrichment Programs 23,013Field Trips and Outings 2,187Playground Equipment 410Student Directory 765Community Building 3,167Field Day 2,469Hilliard Education 500Nurse Wellness 249Publishing Shop 942Room Parents 1,289Teacher Appreciation 2,560Teacher Supply 1,602Testing Week 153Presidents Fund 1,501Book Room 24Shoe Box Science 15Art Fund 677Grant Committee Fund 1,650Media Center Fund 2,505Music Fund 953Principal Fund 1,327

Other changes in net assets or fund balances Part I line 20

Description AmountReverse 2017 True Up Error (10,168)2018 True Up Liability Adjustment (1,664)

Description of total liabilities Part II line 26

Category Beginning of Year End of YearFiscal Sponsorships 2,173 1,990

Other program services Part III line 31

Various Program Expenses for teh School, Students and Teachers

Part III response or note to any other line in Part III

Part iii organizations primary exempt purposeto provide support for various school prgrams that the district budget is unable to provide for. Part iii, line 31 - various program expenses for the school, students and teachers

Raw XML Appendix181 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/PersonNm0Holly Hykes
IRS990EZ/BooksInCareOfDetail/PhoneNum06149216000
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt04454 DAVIDSON ROAD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Hilliard
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OH
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd043026
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt089783
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt064460
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
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IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-13308
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IRS990EZ/Form990TotalAssetsGrp/BOYAmt089783
IRS990EZ/Form990TotalAssetsGrp/EOYAmt064460
IRS990EZ/FundraisingGrossIncomeAmt036367
IRS990EZ/GrossReceiptsAmt044200
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt033
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt087610
IRS990EZ/NetAssetsOrFundBalancesEOYAmt062470
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt087610
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt062470
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Michelle Diercks
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Holly Hykes
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary and Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt0-11832
IRS990EZ/OtherExpensesTotalAmt047958
IRS990EZ/OtherRevenueTotalAmt02744
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SEE SCHEDULE O FOR PURPOSE
IRS990EZ/ProgramServiceRevenueAmt05056
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0STUDENT ENRICHMENT PROGRAMS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1EDUCATIONAL FIELD TRIPS FOR STUDENTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2ART FUND - USED TO SUPPORT ART TEACHER AND ARTISTIC ENDEAVORS OF STUDENTS DURING THE SCHOOL YEAR
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3Other program services
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt023013
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt12187
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt21650
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt321108
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt09550
IRS990EZ/SpecialEventsNetIncomeLossAmt026817
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt02173
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt01990
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt047958
IRS990EZ/TotalProgramServiceExpensesAmt047958
IRS990EZ/TotalRevenueAmt034650
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0The PTO is composed entirely of parents of children enrolled in the elementary school. Officers are elected by the membership and work closely with the school administration to accomplish goals.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Majority of directors or trustees Part IV Sect C
IRS990ScheduleA/MajorityDirTrstSupportedOrgInd0false
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0316400815
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd02
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt047958
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0NORWICH ELEMENTARY SCHOOL
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType2Ind0X
IRS990ScheduleA/SupportSumAmt047958
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt06890
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0HOP A THON
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0FLOWER SALE
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt015920
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt07862
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt07034
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt030816
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt015920
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt07862
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt07034
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt030816
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt023926
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt03784
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt06890
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt0291
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt02815
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleG/InPersonSolicitationsInd0X
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountKroger Rewards 1,159Amazon Smile 113Net Scout Income Norwich Pack 3482 1,190Student Directory and Supply Sale 282
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description AmountStudent Enrichment Programs 23,013Field Trips and Outings 2,187Playground Equipment 410Student Directory 765Community Building 3,167Field Day 2,469Hilliard Education 500Nurse Wellness 249Publishing Shop 942Room Parents 1,289Teacher Appreciation 2,560Teacher Supply 1,602Testing Week 153Presidents Fund 1,501Book Room 24Shoe Box Science 15Art Fund 677Grant Committee Fund 1,650Media Center Fund 2,505Music Fund 953Principal Fund 1,327
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Description AmountReverse 2017 True Up Error (10,168)2018 True Up Liability Adjustment (1,664)
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Category Beginning of Year End of YearFiscal Sponsorships 2,173 1,990
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Various Program Expenses for teh School, Students and Teachers
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5PART III ORGANIZATIONS PRIMARY EXEMPT PURPOSETO PROVIDE SUPPORT FOR VARIOUS SCHOOL PRGRAMS THAT THE DISTRICT BUDGET IS UNABLE TO PROVIDE FOR. PART III, LINE 31 - VARIOUS PROGRAM EXPENSES FOR THE SCHOOL, STUDENTS AND TEACHERS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other revenue Part I line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other changes in net assets or fund balances Part I line 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Description of total liabilities Part II line 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other program services Part III line 31
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Part III response or note to any other line in Part III
ReturnHeader/BuildTS02020-04-17 16:48:07Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Tom Stoltz
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum06149216000
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-12-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0NORWICH ELEMENTARY PTO
ReturnHeader/Filer/BusinessNameControlTxt0NORW
ReturnHeader/Filer/EIN0311386860
ReturnHeader/Filer/USAddress/AddressLine1Txt04454 DAVIDSON ROAD
ReturnHeader/Filer/USAddress/CityNm0Hilliard
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd043026
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DB37C70549BBAB0FBE643C58C676E7579624FB8D
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0DB37C70549BBAB0FBE643C58C676E7579624FB8D
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId03164242019342b1oapt5
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02019-12-08
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt024.92.136.247
ReturnHeader/FilingSecurityInformation/IPDt02019-12-08
ReturnHeader/FilingSecurityInformation/IPTm018:05:16
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0271732502
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0McClung and McClung CPAs LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04153 Rowanne Road
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Columbus
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd043214
ReturnHeader/PreparerPersonGrp/PhoneNum06146387461
ReturnHeader/PreparerPersonGrp/PreparationDt02019-12-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jeremy McClung
ReturnHeader/ReturnTs02019-12-08T18:03:05-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-08-01
ReturnHeader/TaxPeriodEndDt02019-07-31
ReturnHeader/TaxYr02018

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