Civic Intelligence

Bailey Elementary School PTO

990EZ • Fiscal year 2024 • EIN 31-1463635

Jul 01, 2023 to Jun 30, 2024 • Filed on Sep 17, 2024

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 2024

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2024

Net Margin

18th percentile

-21%

Higher net margin than 18% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

16th percentile

-35%

Faster asset growth than 16% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

53rd percentile

5.0%

Faster revenue growth than 53% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$28,050

Down $15,051 (-35%) from 2023

Net Assets

Down

$28,050

Down $15,051 (-35%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin18th percentile

Revenue

Up

$72,751

Up $3,462 (+5.0%) from 2023

Expenses

Up

$87,801

Up $4,127 (+4.9%) from 2023

Net Income

Down

-$15,050

Down $665 (-4.6%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth16th 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

2024

Assets$28,050
Liabilities-
Net Assets$28,050
Open 2024 Filing

Operations Trend

Revenue Growth53rd 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

2024

Revenue$72,751
Expenses$87,801
Net Income-$15,050
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Sep 17, 2024
Return Version
2023v5.0
Gross Receipts
$72,751
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-$85,987
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LESLIE TERENPresident-$0--
ERIN CLAIBOURNEVice Preside-$0--
STACEY HOLMESSecretary-$0--
DIFEI SHENVice Preside-$0--
HANNAH LACSONCo-Treasurer-$0--
ADAM ELKINSCo-Treasurer-$0--
STEPHANIE PIQUEROPast 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
Hannah Lacson
Title
Co-treasurer
Phone
6148865762
Signed
2024-09-17
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 25,455 expenses office 412 information technology 516 insurance 331 education and enrichment 15,052 innovation grants 20,613 principal's fund 473 school staff expenses 21,979 pto scholarships 2,415 prior year expense 155 total 87,401”

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 Appendix166 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/PersonNm0HANNAH LACSON
IRS990EZ/BooksInCareOfDetail/PhoneNum06147176611
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt04900 BRANDONWAY DRIVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0DUBLIN
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OH
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd043017
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt043100
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt028050
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt01711
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-15050
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0400
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt043100
IRS990EZ/Form990TotalAssetsGrp/EOYAmt028050
IRS990EZ/GrossReceiptsAmt072751
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt04
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt043100
IRS990EZ/NetAssetsOrFundBalancesEOYAmt028050
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt043100
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt028050
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt61.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0LESLIE TEREN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ERIN CLAIBOURNE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2STACEY HOLMES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3DIFEI SHEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4HANNAH LACSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5ADAM ELKINS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6STEPHANIE PIQUERO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4CO-TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5CO-TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6PAST PRESIDE
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt087401
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/ProgramServiceRevenueAmt071036
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0DIRECT FINANICAL SUPPORT OF ELEMENTARY SCHOOL EDUCATIONAL ACTIVITIES INCLUDING INNOVATION GRANTS , CLASSROOM ACTIVITIES , TEACHER EXPENSES , EQUIPMENT , SUPPLIES AND PROGRAMS
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt085987
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0OH
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt087801
IRS990EZ/TotalProgramServiceExpensesAmt085987
IRS990EZ/TotalRevenueAmt072751
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationOtherDesc0SCHOOL PTO
IRS990EZ/TypeOfOrganizationOtherInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt01711
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt01195
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt01426
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt02672
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt07004
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt04
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt04
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt03
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt09
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt035
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt055
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt071040
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt068090
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt062863
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt026410
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt016075
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0244478
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt03914
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt03742
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt040252
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt047908
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt04
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt04
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt03
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt09
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt035
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt055
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99980
IRS990ScheduleA/PublicSupportPY509Pct00.99970
IRS990ScheduleA/PublicSupportTotal509Amt0299390
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt072751
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt069285
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt066777
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt031578
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt058999
IRS990ScheduleA/Total509Grp/TotalAmt0299390
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt072755
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt069289
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt066780
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt031587
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt059034
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0299445
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0BASH,5K,5TH GRADE AND SALES COST OF GOODS SOLD 25,455 EXPENSES OFFICE 412 INFORMATION TECHNOLOGY 516 INSURANCE 331 EDUCATION AND ENRICHMENT 15,052 INNOVATION GRANTS 20,613 PRINCIPAL'S FUND 473 SCHOOL STAFF EXPENSES 21,979 PTO SCHOLARSHIPS 2,415 PRIOR YEAR EXPENSE 155 TOTAL 87,401
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/BuildTS02024-08-08 14:25:15Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0HANNAH LACSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CO-TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum06148865762
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-09-17
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
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd043017
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0472469123
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ANDERSON & COMPANY CPAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05970 WILCOX PLACE SUITE G
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0DUBLIN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd043016
ReturnHeader/PreparerPersonGrp/PhoneNum06147919898
ReturnHeader/PreparerPersonGrp/PreparationDt02024-09-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID L ANDERSON
ReturnHeader/ReturnTs02024-09-23T14:54:43-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$28,050
Liabilities
-
Net assets
$28,050
Revenue
$72,751
Expenses
$87,801
Net income
-$15,050
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