Civic Intelligence

Olentangy Middle School Parents & Teachers Organization

EIN 31-1414421 • 501(c)3 • Lewis Center, OH

Pub. 78 Eligible990-N Coverage

Profile

Provide support to Olentangy Middle School.

814 Shanahan RdLewis Center, OH 43035

www.shanahanms.olentangypto.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2016

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2016

Net Margin

80th percentile

27%

Higher net margin than 80% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

73rd percentile

16%

Faster asset growth than 73% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

83rd percentile

43%

Faster revenue growth than 83% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$45,917

Up $6,283 (+16%) from 2015

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Up

$45,917

Up $6,283 (+16%) from 2015

Operations
Liabilities / RevenueScore unavailableNet Margin80th percentile

Revenue

Up

$23,570

Up $7,063 (+43%) from 2015

Expenses

Down

$17,287

Down $14,917 (-46%) from 2015

Net Income

Up

$6,283

Up $21,980 (+140%) from 2015

Trend Graphs

Balance Sheet Trend

Asset Growth73rd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$60K$40K$20K$0Assets 2011: $47,504Net Assets 2011: $47,5042011Assets 2012: $55,587Net Assets 2012: $55,5872012Assets 2013: $47,891Net Assets 2013: $47,8912013Assets 2014: $55,331Net Assets 2014: $55,3312014Assets 2015: $39,634Net Assets 2015: $39,6342015Assets 2016: $45,917Net Assets 2016: $45,9172016

Highlighted filing

2016

Assets$45,917
Liabilities-
Net Assets$45,917
Open 2016 Filing

Operations Trend

Revenue Growth83rd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$60K$40K$20K$0-$20KRevenue 2011: $43,862Expenses 2011: $41,015Net Income 2011: $2,8472011Revenue 2012: $39,964Expenses 2012: $31,881Net Income 2012: $8,0832012Revenue 2013: $39,216Expenses 2013: $46,912Net Income 2013: -$7,6962013Revenue 2014: $27,842Expenses 2014: $20,402Net Income 2014: $7,4402014Revenue 2015: $16,507Expenses 2015: $32,204Net Income 2015: -$15,6972015Revenue 2016: $23,570Expenses 2016: $17,287Net Income 2016: $6,2832016

Highlighted filing

2016

Revenue$23,570
Expenses$17,287
Net Income$6,283
Open 2016 Filing

Filings

Most recent year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$45,917
Liabilities
-
Net assets
$45,917
Revenue
$23,570
Expenses
$17,287
Net income
$6,283
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2016Detailed filing. Detailed filing data is available for this year.$45.9$45.9$23.6$17.3$6.28
2015Detailed filing. Detailed filing data is available for this year.$39.6$39.6$16.5$32.2$15.7
2014Detailed filing. Detailed filing data is available for this year.$55.3$55.3$27.8$20.4$7.44
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$47.9$47.9$39.2$46.9$7.70
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$55.6$55.6$40.0$31.9$8.08
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$47.5$47.5$43.9$41.0$2.85
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Aug 1, 2015 to Jul 31, 2016
Signed
Jun 15, 2017
Return Version
2015v3.0
Gross Receipts
$36,039
Mission and Program Overview

Mission

Provide support to Olentangy Middle School.

Program Services

DescriptionGrantsExpenses
Funded assemblies, author visits, enrichment programs, science fair and field trips for students.$8,192-
Purchased classroom and library books and materials.$7,456-
Provided support to the school with school betterments, staff appreciation, 8th grade graduation,etc.$1,639$115
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Christina WaltersSecretary-$0--
Emily RobinsonCommunications-$0--
Molly AyersPresident-$0--
Kristy JamesTreasurer-$0--
Angi MorrisVP-$0--
Filing and Contact Details

Filer

Filer Name
Olentangy Middle School Parents &
EIN
31-1414421
Phone
7405493322
Address
814 Shanahan Rd, Lewis Center, OH 43035

Signing Officer

Name
Kristy James
Title
Treasurer
Signed
2017-06-15
Discuss with paid preparer
Yes

Preparer

Firm
Toukan & Company
Address
575 Charring Cross Drive, Westerville, OH 43081
Preparer
Tracey A Price CPA CVA
Phone
6149017100
Supplemental Narrative

Additional Explanations

Other Expenses.1

“Teacher Spending Fund $7456”

Other Expenses.2

“Book fair $4660”

Other Expenses.3

“Field Trips $2852”

Other Expenses.4

“PTO Expense $921”

Other Expenses.5

“Student Awards $534”

Other Expenses.6

“COSI on Wheels $480”

Other Expenses.7

“Parent Program $250”

Other Expenses.8

“Alternate DC Activ / Courtyard $200”

Other Expenses.9

“Directory $49”

Other Expenses.20

“Staff Appreciation $-230”

Other Assets.1010

“Inventories - Beginning $2280 Inventories - Ending $2000”

Raw XML Appendix201 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/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Christina Walters
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Emily Robinson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Molly Ayers
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Kristy James
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Angi Morris
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Communications
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2President
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4VP
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt02280
IRS990EZ/OtherAssetsTotalDetail/EOYAmt02000
IRS990EZ/OtherExpensesTotalAmt017172
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Provide support to Olentangy Middle School.
IRS990EZ/ProgramServiceRevenueAmt09376
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Funded assemblies, author visits, enrichment programs, science fair and field trips for students.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Purchased classroom and library books and materials.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Provided support to the school with school betterments, staff appreciation, 8th grade graduation,etc.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt08192
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt17456
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt21639
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0115
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt02539
IRS990EZ/SpecialEventsNetIncomeLossAmt08046
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0OH
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt017287
IRS990EZ/TotalProgramServiceExpensesAmt017287
IRS990EZ/TotalRevenueAmt023570
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/WebsiteAddressTxt0www.shanahanms.olentangypto.org
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt05251
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt05099
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt013180
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt022095
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt019596
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt065221
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt066
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IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt09376
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt066
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IRS990ScheduleA/InvestmentIncomeCYPct00.00080
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IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
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IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0110355
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0152998
IRS990ScheduleA/Total509Grp/TotalAmt0394813
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt036039
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IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0395147
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Teacher Spending Fund $7456
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Book fair $4660
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Field Trips $2852
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3PTO Expense $921
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Student Awards $534
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5COSI on Wheels $480
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Parent Program $250
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Alternate DC Activ / Courtyard $200
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Directory $49
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Staff Appreciation $-230
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Inventories - Beginning $2280 Inventories - Ending $2000
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Assets.1010
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Kristy James
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-06-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Olentangy Middle School Parents &
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0Teachers Organization
ReturnHeader/Filer/BusinessNameControlTxt0OLEN
ReturnHeader/Filer/EIN0311414421
ReturnHeader/Filer/PhoneNum07405493322
ReturnHeader/Filer/USAddress/AddressLine1Txt0814 Shanahan Rd
ReturnHeader/Filer/USAddress/CityNm0Lewis Center
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd043035
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Toukan & Company
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0575 Charring Cross Drive
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Westerville
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd043081
ReturnHeader/PreparerPersonGrp/PhoneNum06149017100
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Tracey A Price CPA CVA
ReturnHeader/ReturnTs02017-06-15T12:28:29-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-08-01
ReturnHeader/TaxPeriodEndDt02016-07-31
ReturnHeader/TaxYr02015

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