Civic Intelligence

Big Walnut School District Educational Foundation Inc.

990EZ • Fiscal year 2017 • EIN 31-1418219

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 08, 2018

Organization ProfileN/A
PO Box 511Sunbury, OH 43074

(740) 778-6231

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 2017

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2017

Net Margin

89th percentile

41%

Higher net margin than 89% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

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.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2017

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2017

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

$394,833

No earlier filing loaded for comparison.

Net Assets

$394,833

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin89th percentile

Revenue

$42,052

No earlier filing loaded for comparison.

Expenses

$24,943

No earlier filing loaded for comparison.

Net Income

$17,109

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$600K$400K$200K$0Assets 2017: $394,833Net Assets 2017: $394,8332017Assets 2018: $374,267Net Assets 2018: $374,2672018Assets 2019: $408,894Net Assets 2019: $408,8942019Assets 2021: $489,073Net Assets 2021: $489,0732021Assets 2022: $423,123Net Assets 2022: $423,1232022Assets 2024: $498,807Net Assets 2024: $498,8072024

Highlighted filing

2017

Assets$394,833
Liabilities-
Net Assets$394,833
Open 2017 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$80K$60K$40K$20K$0-$20KRevenue 2017: $42,052Expenses 2017: $24,943Net Income 2017: $17,1092017Revenue 2018: $63,696Expenses 2018: $36,340Net Income 2018: $27,3562018Revenue 2019: $54,896Expenses 2019: $64,250Net Income 2019: -$9,3542019Revenue 2021: $69,577Expenses 2021: $34,289Net Income 2021: $35,2882021Revenue 2022: $56,773Expenses 2022: $41,263Net Income 2022: $15,5102022Revenue 2024: $55,963Expenses 2024: $63,680Net Income 2024: -$7,7172024

Highlighted filing

2017

Revenue$42,052
Expenses$24,943
Net Income$17,109
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 8, 2018
Return Version
2017v2.3
Gross Receipts
$44,885
Mission and Program Overview

Mission

Higher education scholarships

Program Services

DescriptionGrantsExpenses
CONTINUING EDUCATION SCHOLARSHIPS: FUNDED (8) SCHOLARSHIPS IN HIGHER AND CONTINUING EDUCATION SCHOLARSHIPS, INCLUDING COLLEGES AND TRADE SCHOOLS FOR BIG WALNUT GRADUTES.$22,250$22,250
FUNDED (0) GRANTS TO BIG WALNUT LOCAL SCHOOL DISTRICT 1. BIG WALNUT HIGH SCHOOL RENAISANCE PROGRAM 2. BIG WALNUT MIDDLE SCHOOL SOAR PROGRAM--
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARK PREDIERICo-Chairman-$0--
BOB HETTERSCHEIDTCo-Chairman-$0--
LINDA JONARDSecretary-$0--
WARREN COXTreasurer-$0--
NICOLE SCANLAN - HESSTrustee-$0--
GERALD RENSITrustee-$0--
MARTIN FORMANTrustee-$0--
DIANA BUTTSTrustee-$0--
ANDREW WECKERTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Big Walnut School District
EIN
31-1418219
Address
PO BOX 511, SUNBURY, OH 43074

Signing Officer

Name
Warren Cox
Title
Treasurer
Signed
2018-11-08
Discuss with paid preparer
Yes

Preparer

Firm
Hickey & Associates Cpas Inc
Address
PO BOX 218, SUNBURY, OH 43074-0218
Preparer
Donald T Dages
Phone
7409654242
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10

“Class of activity: scholarships cash contribution: 22,250 relationship: none”

Form 990-ez, Part I, Line 16

“Expenses office 130 information technology 2,463 licenses 100 total 2,693”

Form 990-ez, Part I, Line 20

“Unrealized gains on investments 20,397”

Raw XML Appendix162 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/PersonNm0WARREN COX
IRS990EZ/BooksInCareOfDetail/PhoneNum07407786231
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 511
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SUNBURY
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OH
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd043074
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0357327
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0394833
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt025796
IRS990EZ/CostOrOtherBasisExpenseSaleAmt02833
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt017109
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0357327
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0394833
IRS990EZ/GainOrLossFromSaleOfAssetsAmt05658
IRS990EZ/GrantsAndSimilarAmountsPaidAmt022250
IRS990EZ/GrossReceiptsAmt044885
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt010598
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0357327
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0394833
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0357327
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0394833
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.50
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt61.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt71.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt81.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MARK PREDIERI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1BOB HETTERSCHEIDT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2LINDA JONARD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3WARREN COX
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4NICOLE SCANLAN - HESS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5GERALD RENSI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6MARTIN FORMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7DIANA BUTTS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8ANDREW WECKER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CO-CHAIRMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1CO-CHAIRMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8TRUSTEE
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt020397
IRS990EZ/OtherExpensesTotalAmt02693
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0HIGHER EDUCATION SCHOLARSHIPS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0CONTINUING EDUCATION SCHOLARSHIPS: FUNDED (8) SCHOLARSHIPS IN HIGHER AND CONTINUING EDUCATION SCHOLARSHIPS, INCLUDING COLLEGES AND TRADE SCHOOLS FOR BIG WALNUT GRADUTES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1FUNDED (0) GRANTS TO BIG WALNUT LOCAL SCHOOL DISTRICT 1. BIG WALNUT HIGH SCHOOL RENAISANCE PROGRAM 2. BIG WALNUT MIDDLE SCHOOL SOAR PROGRAM
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt022250
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt022250
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SaleOfAssetsGrossAmt08491
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0OH
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt024943
IRS990EZ/TotalProgramServiceExpensesAmt022250
IRS990EZ/TotalRevenueAmt042052
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt025796
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt020201
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt06221
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt06923
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt011279
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt070420
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt010598
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt010051
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt010952
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt022700
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt013380
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt067681
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.50990
IRS990ScheduleA/PublicSupportPY170Pct00.47480
IRS990ScheduleA/PublicSupportTotal170Amt070420
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt025796
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt020201
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt06221
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt06923
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt011279
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt070420
IRS990ScheduleA/TotalSupportAmt0138101
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0CLASS OF ACTIVITY: SCHOLARSHIPS CASH CONTRIBUTION: 22,250 RELATIONSHIP: NONE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES OFFICE 130 INFORMATION TECHNOLOGY 2,463 LICENSES 100 TOTAL 2,693
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2UNREALIZED GAINS ON INVESTMENTS 20,397
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 20
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0WARREN COX
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BIG WALNUT SCHOOL DISTRICT
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0EDUCATION FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0BIGW
ReturnHeader/Filer/EIN0311418219
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 511
ReturnHeader/Filer/USAddress/CityNm0SUNBURY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd043074
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId09D2D93050B97E75FA733DD9EDC9D15FF2D2BE526
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId09D2D93050B97E75FA733DD9EDC9D15FF2D2BE526
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0174.46.70.19
ReturnHeader/FilingSecurityInformation/IPDt02018-11-15
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm011:32:50
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0264134240
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HICKEY & ASSOCIATES CPAS INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 218
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SUNBURY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0430740218
ReturnHeader/PreparerPersonGrp/PhoneNum07409654242
ReturnHeader/PreparerPersonGrp/PreparationDt02018-11-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DONALD T DAGES
ReturnHeader/ReturnTs02018-11-15T12:32:50-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$394,833
Liabilities
-
Net assets
$394,833
Revenue
$42,052
Expenses
$24,943
Net income
$17,109
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.99$4.99$0.56$0.64$0.08
2022Detailed filing. Detailed filing data is available for this year.$4.23$4.23$0.57$0.41$0.16
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.89$4.89$0.70$0.34$0.35
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.09$4.09$0.55$0.64$0.09
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.74$3.74$0.64$0.36$0.27
2017Detailed filing. Detailed filing data is available for this year.$3.95$3.95$0.42$0.25$0.17