Civic Intelligence

Big Walnut School District Educational Foundation Inc.

990EZ • Fiscal year 2018 • EIN 31-1418219

Jan 01, 2018 to Dec 31, 2018 • Filed on Oct 30, 2019

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 2018

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2018

Net Margin

89th percentile

43%

Higher net margin than 89% 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

36th percentile

-5.2%

Faster asset growth than 36% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

86th percentile

51%

Faster revenue growth than 86% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$374,267

Down $20,566 (-5.2%) from 2017

Net Assets

Down

$374,267

Down $20,566 (-5.2%) from 2017

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin89th percentile

Revenue

Up

$63,696

Up $21,644 (+51%) from 2017

Expenses

Up

$36,340

Up $11,397 (+46%) from 2017

Net Income

Up

$27,356

Up $10,247 (+60%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth36th percentile

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

2018

Assets$374,267
Liabilities-
Net Assets$374,267
Open 2018 Filing

Operations Trend

Revenue Growth86th percentile

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

2018

Revenue$63,696
Expenses$36,340
Net Income$27,356
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Oct 30, 2019
Return Version
2018v3.1
Gross Receipts
$155,000
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.$31,000$31,000
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--
KELLY FORMAN ROBERTOTrustee-$0--
DIANA BUTTSTrustee-$0--
DAVE BREHMTrustee-$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
2019-10-30
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: 31,000 relationship: none”

Form 990-ez, Part I, Line 16

“Expenses advertising and promotion 75 office 287 information technology 4,748 licenses 100 dues & subscriptions 130 total 5,340”

Form 990-ez, Part I, Line 20

“Unrealized gains on investments 0 unrealized losses on investments -47,922”

Raw XML Appendix161 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
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/BOYAmt0394833
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0374267
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt038944
IRS990EZ/CostOrOtherBasisExpenseSaleAmt091304
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt027356
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0394833
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0374267
IRS990EZ/GainOrLossFromSaleOfAssetsAmt013879
IRS990EZ/GrantsAndSimilarAmountsPaidAmt031000
IRS990EZ/GrossReceiptsAmt0155000
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt010873
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0394833
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0374267
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0394833
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0374267
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.50
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/PersonNm6KELLY FORMAN ROBERTO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7DIANA BUTTS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8DAVE BREHM
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/OtherChangesInNetAssetsAmt0-47922
IRS990EZ/OtherExpensesTotalAmt05340
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/GrantsAndAllocationsAmt031000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt031000
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SaleOfAssetsGrossAmt0105183
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0OH
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt036340
IRS990EZ/TotalProgramServiceExpensesAmt031000
IRS990EZ/TotalRevenueAmt063696
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt038944
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt025796
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt020201
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt06221
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt06923
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt098085
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt010873
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt010598
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt010051
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt010952
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt022700
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt065174
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.60080
IRS990ScheduleA/PublicSupportPY170Pct00.50990
IRS990ScheduleA/PublicSupportTotal170Amt098085
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt038944
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt025796
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt020201
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt06221
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt06923
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt098085
IRS990ScheduleA/TotalSupportAmt0163259
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0CLASS OF ACTIVITY: SCHOLARSHIPS CASH CONTRIBUTION: 31,000 RELATIONSHIP: NONE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES ADVERTISING AND PROMOTION 75 OFFICE 287 INFORMATION TECHNOLOGY 4,748 LICENSES 100 DUES & SUBSCRIPTIONS 130 TOTAL 5,340
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2UNREALIZED GAINS ON INVESTMENTS 0 UNREALIZED LOSSES ON INVESTMENTS -47,922
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/BuildTS02020-01-14 16:20:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0WARREN COX
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-10-30
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/AtSubmissionFilingDeviceId08CE121C4D6F693C3B9B914E2D0B48D77874FB5F8
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0174.46.70.19
ReturnHeader/FilingSecurityInformation/IPDt02019-10-30
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm016:22:35
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/PreparationDt02019-10-30
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DONALD T DAGES
ReturnHeader/ReturnTs02019-10-30T16:22:35-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$374,267
Liabilities
-
Net assets
$374,267
Revenue
$63,696
Expenses
$36,340
Net income
$27,356
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
2018Detailed filing. Detailed filing data is available for this year.$3.74$3.74$0.64$0.36$0.27
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.95$3.95$0.42$0.25$0.17