Civic Intelligence

Big Walnut School District Educational Foundation Inc.

990EZ • Fiscal year 2020 • EIN 31-1418219

Jan 01, 2020 to Dec 31, 2020 • Filed on Oct 27, 2021

Organization ProfileWWW.BIGWALNUTEDUCATIONFOUNDATION.ORG
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 2020

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2020

Net Margin

26th percentile

-12%

Higher net margin than 26% 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

51st percentile

4.2%

Faster asset growth than 51% of similar nonprofits.

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

Revenue Growth

30th percentile

-37%

Faster revenue growth than 30% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$426,090

Up $17,196 (+4.2%) from 2019

Net Assets

Up

$426,090

Up $17,196 (+4.2%) from 2019

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin26th percentile

Revenue

Down

$34,430

Down $20,466 (-37%) from 2019

Expenses

Down

$38,720

Down $25,530 (-40%) from 2019

Net Income

Up

-$4,290

Up $5,064 (+54%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth51st 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 2020: $426,090Net Assets 2020: $426,0902020Assets 2021: $489,073Net Assets 2021: $489,0732021Assets 2022: $423,123Net Assets 2022: $423,1232022Assets 2024: $498,807Net Assets 2024: $498,8072024

Highlighted filing

2020

Assets$426,090
Liabilities-
Net Assets$426,090
Open 2020 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 2020: $34,430Expenses 2020: $38,720Net Income 2020: -$4,2902020Revenue 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

2020

Revenue$34,430
Expenses$38,720
Net Income-$4,290
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Oct 27, 2021
Return Version
2020v4.0
Gross Receipts
$35,440
Mission and Program Overview

Mission

Higher education scholarships

Program Services

DescriptionGrantsExpenses
CONTINUING EDUCATION SCHOLARSHIPS: FUNDED (34) SCHOLARSHIPS IN HIGHER AND CONTINUING EDUCATION SCHOLARSHIPS, INCLUDING COLLEGES AND TRADE SCHOOLS FOR BIG WALNUT GRADUTES.$32,500$32,500
FUNDED (1) GRANTS TO BIG WALNUT LOCAL SCHOOL DISTRICT 1. BIG WALNUT HIGH SCHOOL RENAISANCE PROGRAM 2. BIG WALNUT MIDDLE SCHOOL SOAR PROGRAM$950$950
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
2021-10-27
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: 32,500 relationship: none”

Form 990-ez, Part I, Line 16

“Expenses office 175 information technology 4,870 licenses 100 dues & subscriptions 125 total 5,270”

Form 990-ez, Part I, Line 20

“Unrealized gains on investments 21,483 unrealized losses on investments 0”

Raw XML Appendix168 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
CompensationExplanation/CompensationExplanationGrp/PersonNm0MARK PREDIERI
CompensationExplanation/CompensationExplanationGrp/PersonNm1BOB HETTERSCHEIDT
CompensationExplanation/CompensationExplanationGrp/PersonNm2LINDA JONARD
CompensationExplanation/CompensationExplanationGrp/PersonNm3WARREN COX
CompensationExplanation/CompensationExplanationGrp/PersonNm4NICOLE SCANLAN HESS
CompensationExplanation/CompensationExplanationGrp/PersonNm5GERALD RENSI
CompensationExplanation/CompensationExplanationGrp/PersonNm6KELLY FORMAN ROBERTO
CompensationExplanation/CompensationExplanationGrp/PersonNm7DIANA BUTTS
CompensationExplanation/CompensationExplanationGrp/PersonNm8DAVE BREHM
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/BOYAmt0408897
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0426090
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt015621
IRS990EZ/CostOrOtherBasisExpenseSaleAmt01010
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-4290
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0408897
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0426090
IRS990EZ/GainOrLossFromSaleOfAssetsAmt06188
IRS990EZ/GrantsAndSimilarAmountsPaidAmt033450
IRS990EZ/GrossReceiptsAmt035440
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt012621
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0408897
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0426090
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0408897
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0426090
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt61.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt71.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt81.00
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/OtherChangesInNetAssetsAmt021483
IRS990EZ/OtherExpensesTotalAmt05270
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0HIGHER EDUCATION SCHOLARSHIPS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0CONTINUING EDUCATION SCHOLARSHIPS: FUNDED (34) SCHOLARSHIPS IN HIGHER AND CONTINUING EDUCATION SCHOLARSHIPS, INCLUDING COLLEGES AND TRADE SCHOOLS FOR BIG WALNUT GRADUTES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1FUNDED (1) GRANTS TO BIG WALNUT LOCAL SCHOOL DISTRICT 1. BIG WALNUT HIGH SCHOOL RENAISANCE PROGRAM 2. BIG WALNUT MIDDLE SCHOOL SOAR PROGRAM
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt032500
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt1950
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt032500
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt1950
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SaleOfAssetsGrossAmt07198
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0OH
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt038720
IRS990EZ/TotalProgramServiceExpensesAmt033450
IRS990EZ/TotalRevenueAmt034430
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.BIGWALNUTEDUCATIONFOUNDATION.ORG
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt015621
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt037812
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt038944
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt025796
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt020201
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0138374
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt012621
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt010536
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt010873
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt010598
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt010051
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt054679
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.71680
IRS990ScheduleA/PublicSupportPY170Pct00.70870
IRS990ScheduleA/PublicSupportTotal170Amt0138374
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt015621
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt037812
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt038944
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt025796
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt020201
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0138374
IRS990ScheduleA/TotalSupportAmt0193053
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0CLASS OF ACTIVITY: SCHOLARSHIPS CASH CONTRIBUTION: 32,500 RELATIONSHIP: NONE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES OFFICE 175 INFORMATION TECHNOLOGY 4,870 LICENSES 100 DUES & SUBSCRIPTIONS 125 TOTAL 5,270
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2UNREALIZED GAINS ON INVESTMENTS 21,483 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/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0WARREN COX
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-10-27
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/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/PreparationDt02021-10-27
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DONALD T DAGES
ReturnHeader/ReturnTs02021-10-27T15:32:25-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0WARREN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0COX
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$426,090
Liabilities
-
Net assets
$426,090
Revenue
$34,430
Expenses
$38,720
Net income
-$4,290
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
2020Detailed filing. Detailed filing data is available for this year.$4.26$4.26$0.34$0.39$0.04
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
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