Civic Intelligence

Bailey Elementary School PTO

990EZ • Fiscal year 2023 • EIN 31-1463635

Jul 01, 2022 to Jun 30, 2023 • Filed on Oct 16, 2023

Organization ProfileN/A
4900 Brandonway DriveDublin, OH 43017

(614) 717-6611

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 2023

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2023

Net Margin

19th percentile

-21%

Higher net margin than 19% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

88th percentile

$0

Higher top officer pay than 88% of similar nonprofits.

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

41st percentile

-2.9%

Faster asset growth than 41% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2023

Revenue Growth

91st percentile

116%

Faster revenue growth than 91% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2023

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$43,101

Down $14,385 (-25%) from 2022

Net Assets

Down

$43,101

Down $14,385 (-25%) from 2022

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin19th percentile

Revenue

Up

$69,289

Up $23,346 (+51%) from 2022

Expenses

Up

$83,674

Up $49,467 (+145%) from 2022

Net Income

Down

-$14,385

Down $26,121 (-223%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth41st percentile

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

$80K$60K$40K$20K$0Assets 2019: $69,138Net Assets 2019: $69,1382019Assets 2020: $61,226Net Assets 2020: $61,2262020Assets 2021: $45,750Net Assets 2021: $45,7502021Assets 2022: $57,486Net Assets 2022: $57,4862022Assets 2023: $43,101Net Assets 2023: $43,1012023Assets 2024: $28,050Net Assets 2024: $28,0502024Assets 2025: $17,682Net Assets 2025: $17,6822025

Highlighted filing

2023

Assets$43,101
Liabilities-
Net Assets$43,101
Open 2023 Filing

Operations Trend

Revenue Growth91st percentile

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

$100K$50K$0-$50KRevenue 2019: $48,785Expenses 2019: $61,056Net Income 2019: -$12,2712019Revenue 2020: $34,219Expenses 2020: $42,131Net Income 2020: -$7,9122020Revenue 2021: $14,872Expenses 2021: $30,348Net Income 2021: -$15,4762021Revenue 2022: $45,943Expenses 2022: $34,207Net Income 2022: $11,7362022Revenue 2023: $69,289Expenses 2023: $83,674Net Income 2023: -$14,3852023Revenue 2024: $72,751Expenses 2024: $87,801Net Income 2024: -$15,0502024Revenue 2025: $47,947Expenses 2025: $58,315Net Income 2025: -$10,3682025

Highlighted filing

2023

Revenue$69,289
Expenses$83,674
Net Income-$14,385
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Oct 16, 2023
Return Version
2022v5.0
Gross Receipts
$69,289
Mission and Program Overview

Mission

To support bailey elementary.

To provide financial support to fund educational costs including innovation grants , classroom activities , equipment , supplies and program expenses

Program Services

DescriptionGrantsExpenses
DIRECT FINANICAL SUPPORT OF ELEMENTARY SCHOOL EDUCATIONAL ACTIVITIES INCLUDING INNOVATION GRANTS , CLASSROOM ACTIVITIES , TEACHER EXPENSES , EQUIPMENT , SUPPLIES AND PROGRAMS-$81,672
Compensation and Service Providers
Top Officer Pay88th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DUSTY GEESECo-President-$0--
STEPHANIE PIQUEROCo-President-$0--
ERIN CLAIBOURNECo-Secretary-$0--
STEPHANIE VALENTINECo-Secretary-$0--
COLLEEN WALSHCo-Vice Pres-$0--
MELISSA VOELLERCo-Vice Pres-$0--
MIKE VOELLERCo-Treasurer-$0--
TAMERA CISTONECo-Treasurer-$0--
CHRISTA AYLWARDPast Preside-$0--
Filing and Contact Details

Filer

Filer Name
Bailey Elementary Pto
EIN
31-1463635
Phone
6147176611
Address
4900 BRANDONWAY DRIVE, DUBLIN, OH 43017

Signing Officer

Name
Mike Voeller
Title
Co-treasurer
Phone
6147176611
Signed
2023-10-16
Discuss with paid preparer
Yes

Preparer

Firm
Anderson & Company Cpas
Address
5970 WILCOX PLACE SUITE G, DUBLIN, OH 43016
Preparer
David L Anderson
Phone
6147919898
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Bash,5k,5th grade and sales cost of goods sold 36,742 expenses office 1,526 information technology 115 conferences/meetings 361 education and enrichment 7,160 innovation grants 27,963 principal's fund 3,445 school staff expenses 4,225 pto scholarships 2,137 total 83,674”

Form 990-ez, Part III

“To provide financial support to fund educational costs including innovation grants , classroom activities , equipment , supplies and program expenses”

Raw XML Appendix175 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.

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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0DUSTY GEESE
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3STEPHANIE VALENTINE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4COLLEEN WALSH
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6MIKE VOELLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7TAMERA CISTONE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8CHRISTA AYLWARD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CO-PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1CO-PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2CO-SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3CO-SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4CO-VICE PRES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5CO-VICE PRES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6CO-TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7CO-TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8PAST PRESIDE
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt083674
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE FINANCIAL SUPPORT TO FUND EDUCATIONAL COSTS INCLUDING INNOVATION GRANTS , CLASSROOM ACTIVITIES , EQUIPMENT , SUPPLIES AND PROGRAM EXPENSES
IRS990EZ/ProgramServiceRevenueAmt068090
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt081672
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
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IRS990EZ/StatesWhereCopyOfReturnIsFldCd0OH
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt083674
IRS990EZ/TotalProgramServiceExpensesAmt081672
IRS990EZ/TotalRevenueAmt069289
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationOtherDesc0SCHOOL PTO
IRS990EZ/TypeOfOrganizationOtherInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt01195
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt01426
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt02672
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt08820
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IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt086
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt026410
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt016075
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt023381
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0196819
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0BASH,5K,5TH GRADE AND SALES COST OF GOODS SOLD 36,742 EXPENSES OFFICE 1,526 INFORMATION TECHNOLOGY 115 CONFERENCES/MEETINGS 361 EDUCATION AND ENRICHMENT 7,160 INNOVATION GRANTS 27,963 PRINCIPAL'S FUND 3,445 SCHOOL STAFF EXPENSES 4,225 PTO SCHOLARSHIPS 2,137 TOTAL 83,674
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1TO PROVIDE FINANCIAL SUPPORT TO FUND EDUCATIONAL COSTS INCLUDING INNOVATION GRANTS , CLASSROOM ACTIVITIES , EQUIPMENT , SUPPLIES AND PROGRAM EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART III
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MIKE VOELLER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CO-TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum06147176611
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-10-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BAILEY ELEMENTARY PTO
ReturnHeader/Filer/BusinessNameControlTxt0BAIL
ReturnHeader/Filer/EIN0311463635
ReturnHeader/Filer/PhoneNum06147176611
ReturnHeader/Filer/USAddress/AddressLine1Txt04900 BRANDONWAY DRIVE
ReturnHeader/Filer/USAddress/CityNm0DUBLIN
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ReturnHeader/Filer/USAddress/ZIPCd043017
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ReturnHeader/PreparerPersonGrp/PhoneNum06147919898
ReturnHeader/PreparerPersonGrp/PreparationDt02023-10-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID L ANDERSON
ReturnHeader/ReturnTs02023-10-30T16:43:05-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MIKE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0VOELLER
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$43,101
Liabilities
-
Net assets
$43,101
Revenue
$69,289
Expenses
$83,674
Net income
-$14,385
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$17.7$17.7$47.9$58.3$10.4
2024Detailed filing. Detailed filing data is available for this year.$28.1$28.1$72.8$87.8$15.1
2023Detailed filing. Detailed filing data is available for this year.$43.1$43.1$69.3$83.7$14.4
2022Detailed filing. Detailed filing data is available for this year.$57.5$57.5$45.9$34.2$11.7
2021Detailed filing. Detailed filing data is available for this year.$45.8$45.8$14.9$30.3$15.5
2020Detailed filing. Detailed filing data is available for this year.$61.2$61.2$34.2$42.1$7.91
2019Detailed filing. Detailed filing data is available for this year.$69.1$69.1$48.8$61.1$12.3