Civic Intelligence

Big Walnut School District Educational Foundation Inc.

990EZ • Fiscal year 2019 • EIN 31-1418219

Jan 01, 2019 to Dec 31, 2019 • Filed on Oct 26, 2020

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 2019

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2019

Net Margin

18th percentile

-17%

Higher net margin than 18% 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

61st percentile

9.3%

Faster asset growth than 61% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

30th percentile

-14%

Faster revenue growth than 30% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$408,894

Up $34,627 (+9.3%) from 2018

Net Assets

Up

$408,894

Up $34,627 (+9.3%) from 2018

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin18th percentile

Revenue

Down

$54,896

Down $8,800 (-14%) from 2018

Expenses

Up

$64,250

Up $27,910 (+77%) from 2018

Net Income

Down

-$9,354

Down $36,710 (-134%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth61st 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

2019

Assets$408,894
Liabilities-
Net Assets$408,894
Open 2019 Filing

Operations Trend

Revenue Growth30th 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

2019

Revenue$54,896
Expenses$64,250
Net Income-$9,354
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Oct 26, 2020
Return Version
2019v5.0
Gross Receipts
$80,110
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.$64,000$64,000
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 Pay77th 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
2020-10-26
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: 64,000 relationship: none”

Form 990-ez, Part I, Line 16

“Expenses office 50 licenses 100 dues & subscriptions 100 total 250”

Form 990-ez, Part I, Line 20

“Unrealized gains on investments 43,982 unrealized losses on investments 0”

Raw XML Appendix169 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/BOYAmt0374266
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0408894
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt037812
IRS990EZ/CostOrOtherBasisExpenseSaleAmt025214
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-9354
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0374266
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0408894
IRS990EZ/GainOrLossFromSaleOfAssetsAmt06548
IRS990EZ/GrantsAndSimilarAmountsPaidAmt064000
IRS990EZ/GrossReceiptsAmt080110
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt010536
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0374266
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0408894
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0374266
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0408894
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/OtherChangesInNetAssetsAmt043982
IRS990EZ/OtherExpensesTotalAmt0250
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/GrantsAndAllocationsAmt064000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt064000
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SaleOfAssetsGrossAmt031762
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0OH
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt064250
IRS990EZ/TotalProgramServiceExpensesAmt064000
IRS990EZ/TotalRevenueAmt054896
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt037812
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt038944
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt025796
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt020201
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt06221
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0128974
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt010536
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt010873
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt010598
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt010051
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt010952
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt053010
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.70870
IRS990ScheduleA/PublicSupportPY170Pct00.60080
IRS990ScheduleA/PublicSupportTotal170Amt0128974
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt037812
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt038944
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt025796
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt020201
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt06221
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0128974
IRS990ScheduleA/TotalSupportAmt0181984
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0CLASS OF ACTIVITY: SCHOLARSHIPS CASH CONTRIBUTION: 64,000 RELATIONSHIP: NONE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES OFFICE 50 LICENSES 100 DUES & SUBSCRIPTIONS 100 TOTAL 250
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2UNREALIZED GAINS ON INVESTMENTS 43,982 UNREALIZED LOSSES ON INVESTMENTS 0
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/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0WARREN COX
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-10-26
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/AtSubmissionCreationDeviceId0D255BBACEB0757CCA96CDFA494DCAF05164EA62A
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0D255BBACEB0757CCA96CDFA494DCAF05164EA62A
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0174.46.70.18
ReturnHeader/FilingSecurityInformation/IPDt02020-10-27
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm012:40:59
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/PreparationDt02020-10-26
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DONALD T DAGES
ReturnHeader/ReturnTs02020-10-27T12:40:59-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$408,894
Liabilities
-
Net assets
$408,894
Revenue
$54,896
Expenses
$64,250
Net income
-$9,354
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
2019Detailed filing. Detailed filing data is available for this year.$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
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