Civic Intelligence

Big Walnut School District Educational Foundation Inc.

990EZ • Fiscal year 2022 • EIN 31-1418219

Jan 01, 2022 to Dec 31, 2022 • Filed on Nov 07, 2023

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 2022

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2022

Net Margin

77th percentile

27%

Higher net margin than 77% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

27th percentile

-13%

Faster asset growth than 27% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

25th percentile

-18%

Faster revenue growth than 25% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$423,123

Down $65,950 (-13%) from 2021

Net Assets

Down

$423,123

Down $65,950 (-13%) from 2021

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin77th percentile

Revenue

Down

$56,773

Down $12,804 (-18%) from 2021

Expenses

Up

$41,263

Up $6,974 (+20%) from 2021

Net Income

Down

$15,510

Down $19,778 (-56%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth27th 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

2022

Assets$423,123
Liabilities-
Net Assets$423,123
Open 2022 Filing

Operations Trend

Revenue Growth25th 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

2022

Revenue$56,773
Expenses$41,263
Net Income$15,510
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 7, 2023
Return Version
2022v5.0
Gross Receipts
$59,505
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.$40,000$40,000
FUNDED (1) 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 Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BOB HETTERSCHEIDTTrustee-$0--
LINDA JONARDSecretary-$0--
WARREN COXTreasurer-$0--
NICOLE SCANLAN - HESSTrustee-$0--
WENDY WEILERTrustee-$0--
KELLY FORMAN ROBERTOPresident-$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
2023-11-07
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 8

“Scholarship retuned 1,000 total 1,000”

Form 990-ez, Part I, Line 10

“Class of activity: scholarships cash contribution: 40,000 relationship: none”

Form 990-ez, Part I, Line 16

“Expenses office 166 insurance 872 licenses 100 dues & subscriptions 125 total 1,263”

Form 990-ez, Part I, Line 20

“Unrealized gains on investments 0 unrealized losses on investments -81,460”

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/BOYAmt0489073
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0423123
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt033689
IRS990EZ/CostOrOtherBasisExpenseSaleAmt02732
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt015510
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0489073
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0423123
IRS990EZ/GainOrLossFromSaleOfAssetsAmt011361
IRS990EZ/GrantsAndSimilarAmountsPaidAmt040000
IRS990EZ/GrossReceiptsAmt059505
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt010723
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0489073
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0423123
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0489073
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0423123
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20.75
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt40.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt50.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt60.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0BOB HETTERSCHEIDT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1LINDA JONARD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2WARREN COX
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3NICOLE SCANLAN - HESS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4WENDY WEILER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5KELLY FORMAN ROBERTO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6DAVE BREHM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6TRUSTEE
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt0-81460
IRS990EZ/OtherExpensesTotalAmt01263
IRS990EZ/OtherRevenueTotalAmt01000
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/GrantsAndAllocationsAmt040000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt040000
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SaleOfAssetsGrossAmt014093
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0OH
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt041263
IRS990EZ/TotalProgramServiceExpensesAmt040000
IRS990EZ/TotalRevenueAmt056773
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.BIGWALNUTEDUCATIONFOUNDATION.ORG
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt033689
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt041786
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt015621
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt037812
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt038944
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0167852
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt010723
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt010080
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt012621
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt010536
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt010873
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt054833
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt01500
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.75380
IRS990ScheduleA/PublicSupportPY170Pct00.74510
IRS990ScheduleA/PublicSupportTotal170Amt0167852
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt033689
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt041786
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt015621
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt037812
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt038944
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0167852
IRS990ScheduleA/TotalSupportAmt0222685
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/ExplanationTxt0SCHOLARSHIP RETUNED 1,000 TOTAL 1,000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1CLASS OF ACTIVITY: SCHOLARSHIPS CASH CONTRIBUTION: 40,000 RELATIONSHIP: NONE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2EXPENSES OFFICE 166 INSURANCE 872 LICENSES 100 DUES & SUBSCRIPTIONS 125 TOTAL 1,263
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3UNREALIZED GAINS ON INVESTMENTS 0 UNREALIZED LOSSES ON INVESTMENTS -81,460
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART I, LINE 20
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0WARREN COX
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-07
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/IRSResponsiblePrtyInfoCurrInd0false
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/PreparationDt02023-11-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DONALD T DAGES
ReturnHeader/ReturnTs02023-11-08T13:46:40-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0WARREN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0COX
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$423,123
Liabilities
-
Net assets
$423,123
Revenue
$56,773
Expenses
$41,263
Net income
$15,510
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
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