Civic Intelligence

Britton-Norwich Learning Campus PTO

990EZ • Fiscal year 2020 • EIN 31-1386860

Aug 01, 2019 to Jul 31, 2020 • Filed on Sep 01, 2020

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

76th percentile

0.12x

Higher debt load relative to assets than 76% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

87th percentile

0.31x

Higher debt load relative to revenue than 87% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

4th percentile

-288%

Higher net margin than 4% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

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.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

11th percentile

-41%

Faster asset growth than 11% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

18th percentile

-58%

Faster revenue growth than 18% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Assets

Down

$38,141

Down $26,319 (-41%) from 2019

Net Assets

Down

$33,672

Down $28,798 (-46%) from 2019

Liabilities

Up

$4,469

Up $2,479 (+125%) from 2019

Revenue

Down

$14,494

Down $20,156 (-58%) from 2019

Expenses

Up

$56,247

Up $8,289 (+17%) from 2019

Net Income

Down

-$41,753

Down $28,445 (-214%) from 2019

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

2020

Assets$38,141
Liabilities$4,469
Net Assets$33,672

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

2020

Revenue$14,494
Expenses$56,247
Net Income-$41,753
Jump To
Filing Snapshot
Filing Period
Aug 1, 2019 to Jul 31, 2020
Signed
Sep 1, 2020
Return Version
2019v5.1
Gross Receipts
$23,193
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
Various Program Expenses for the School, Students and Teachers-$37,292
STUDENT ENRICHMENT PROGRAMS-$14,302
EDUCATIONAL FIELD TRIPS FOR STUDENTS-$1,878
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Amy BidlackPresidentPT$0--
Stepahnie KerrVice PresidentPT$0--
Tom StoltzTreasurerPT$0--
Melinda DavisSecretaryPT$0--
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
2020-09-01
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 Giant Eagle Rewards 1,407Amazon Smile 82Net Scout Income Norwich Pack 3482 875Refunds 687

Description of other expenses Part I line 16

Description AmountStudent Enrichment Programs 14,302Field Trips and Outings 1,878School Spirit TShirts 3,024Student Directory 398Community Building 1,612Flexible Furniture for Studio 4,579Hilliard Education 500Nurse Wellness 94Lynx Mascot 5,320Room Parents 111Teacher Appreciation 2,987Teacher Supply 1,272Testing Week 21Presidents Fund 100Norwich Staff Learning Day 3,374Student Storage 1,114Art Fund 533Grant Committee Fund 1,803Publishing Shop 725Music Fund 282Principal Fund 2,627Fifth Grade Celebration 1,035Movie on the Lawn 646Eagle Scout Outdoor Learning 1,492Banners 250Student Driven Charitable Donations 662Misc Student Programs 307Bank Fees 516Misc Licenses and Fees 541Previous PTO Expenses 1,367

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

Description AmountScout Xfer to Britton Norwich Pack (5,531)Britton PTO Transfer In 20,965Net Growth in Trust Funds (2,479)

Description of total liabilities Part II line 26

Category Beginning of Year End of YearFiscal Sponsorships 1,990 4,469

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 Appendix170 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/PhoneNum06149216000
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt04454 DAVIDSON ROAD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Hilliard
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OH
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd043026
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt064460
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Amy Bidlack
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Tom Stoltz
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Melinda Davis
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt012955
IRS990EZ/OtherExpensesTotalAmt053472
IRS990EZ/OtherRevenueTotalAmt03051
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SEE SCHEDULE O FOR PURPOSE
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0STUDENT ENRICHMENT PROGRAMS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1EDUCATIONAL FIELD TRIPS FOR STUDENTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Various Program Expenses for the School, Students and Teachers
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt014302
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt11878
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt237292
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
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IRS990EZ/SpecialEventsNetIncomeLossAmt05849
IRS990EZ/SubjectToProxyTaxInd0false
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IRS990EZ/TanningServicesProvidedInd0false
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IRS990EZ/TotalRevenueAmt014494
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IRS990EZ/TypeOfOrganizationCorpInd0X
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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/SupportAmt053472
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0NORWICH ELEMENTARY SCHOOL
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType2Ind0X
IRS990ScheduleA/SupportSumAmt053472
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountKroger Giant Eagle Rewards 1,407Amazon Smile 82Net Scout Income Norwich Pack 3482 875Refunds 687
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description AmountStudent Enrichment Programs 14,302Field Trips and Outings 1,878School Spirit TShirts 3,024Student Directory 398Community Building 1,612Flexible Furniture for Studio 4,579Hilliard Education 500Nurse Wellness 94Lynx Mascot 5,320Room Parents 111Teacher Appreciation 2,987Teacher Supply 1,272Testing Week 21Presidents Fund 100Norwich Staff Learning Day 3,374Student Storage 1,114Art Fund 533Grant Committee Fund 1,803Publishing Shop 725Music Fund 282Principal Fund 2,627Fifth Grade Celebration 1,035Movie on the Lawn 646Eagle Scout Outdoor Learning 1,492Banners 250Student Driven Charitable Donations 662Misc Student Programs 307Bank Fees 516Misc Licenses and Fees 541Previous PTO Expenses 1,367
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Description AmountScout Xfer to Britton Norwich Pack (5,531)Britton PTO Transfer In 20,965Net Growth in Trust Funds (2,479)
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Category Beginning of Year End of YearFiscal Sponsorships 1,990 4,469
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4PART 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/FormAndLineReferenceDesc4Part III response or note to any other line in Part III
ReturnHeader/BuildTS02020-11-19 02:30:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Tom Stoltz
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum06149216000
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-09-01
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
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ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02020-09-02
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt024.92.141.237
ReturnHeader/FilingSecurityInformation/IPDt02020-09-02
ReturnHeader/FilingSecurityInformation/IPTm010:20:30
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/PreparationDt02020-09-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jeremy McClung
ReturnHeader/ReturnTs02020-09-02T10:18:05-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-08-01
ReturnHeader/TaxPeriodEndDt02020-07-31
ReturnHeader/TaxYr02019

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