Civic Intelligence

Beverly School PTO

990EZ • Fiscal year 2021 • EIN 31-1627499

Aug 01, 2020 to Jul 31, 2021 • Filed on Nov 06, 2023

3548 S Detroit AveToledo, OH 43614

(419) 671-2600

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 2021

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2021

Net Margin

11th percentile

-50%

Higher net margin than 11% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

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.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2021

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2021

Assets

Up

$83,325

Up $53,639 (+181%) from 2012

Net Assets

Up

$83,325

Up $53,639 (+181%) from 2012

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$2,948

Down $65,539 (-96%) from 2012

Expenses

Down

$4,424

Down $53,665 (-92%) from 2012

Net Income

Down

-$1,476

Down $11,874 (-114%) from 2012

Historical Trend

Balance Sheet Trend

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

$100K$50K$0Assets 2012: $29,686Liabilities 2012: $0Net Assets 2012: $29,6862012Assets 2021: $83,325Net Assets 2021: $83,3252021Assets 2022: $90,198Net Assets 2022: $90,1982022Assets 2023: $83,333Net Assets 2023: $83,3332023Assets 2024: $69,687Net Assets 2024: $69,6872024Assets 2025: $75,776Net Assets 2025: $75,7762025

Highlighted filing

2021

Assets$83,325
Liabilities-
Net Assets$83,325

Operations Trend

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

$100K$50K$0-$50KRevenue 2012: $68,487Expenses 2012: $58,089Net Income 2012: $10,3982012Revenue 2021: $2,948Expenses 2021: $4,424Net Income 2021: -$1,4762021Revenue 2022: $22,855Expenses 2022: $15,983Net Income 2022: $6,8722022Revenue 2023: $18,897Expenses 2023: $25,760Net Income 2023: -$6,8632023Revenue 2024: $27,079Expenses 2024: $40,726Net Income 2024: -$13,6472024Revenue 2025: $24,572Expenses 2025: $18,483Net Income 2025: $6,0892025

Highlighted filing

2021

Revenue$2,948
Expenses$4,424
Net Income-$1,476
Jump To
Filing Snapshot
Filing Period
Aug 1, 2020 to Jul 31, 2021
Signed
Nov 6, 2023
Return Version
2020v4.0
Gross Receipts
$2,948
Mission and Program Overview

Mission

Enhance educational opportunities for beverly students

Program Services

DescriptionGrantsExpenses
DIRECT CLASSROOM SUPPORT: INCLUDES CURRICULUM ENHANCEMENTS SUCH AS BOOKS, CLASSROOM PERIODICALS, HANDS-ON LEARNING OPPORTUNITIES AND SOFTWARE. ALSO INCLUDES SUPPLIES SUCH AS PAPER.-$1,922
SOCIAL RECREATIONAL AND COMMUNITY OUTREACH: INCLUDES FUNDING FOR AFTER SCHOOL CLUBS, ATHLETICS, SCHOOL DANCES AND 8TH GRADE CLASS TRIP. ALSO INCLUDES FAMILY NIGHTS, WELCOME EVENTS, GRANDPARENT EVENING AND TEACHER APPRECIATION.-$1,142
CHARACTER AND CULTURE ENRICHMENT OPPORTUNITIES: INCLUDES FUNDING FIELD TRIPS INCLUDING 6TH GRADE OUTDOOR EDUCATION; GUEST SPEAKERS; STUDENT INCENTIVES; CHARACTER EDUCATION AND SPECIALS INCLUDING LIBRARY MATERIALS, ART AND MUSIC SUPPLIES.--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
KELLY BELLAFRONTEPast Preside-$0--
SHAWNA MIRONPresidentPT$0--
MICHELE ALBRIGHT PETERSTreasurerPT$0--
KATIE ASMUSSecretary-$0--
APRIL RUMSCHLAGCommunicatio-$0--
AMANDA MYERSParliamentarPT$0--
HEATHER FULOPWays & Means-$0--
SARA O'HERRONTreasurerPT$0--
LOREEN BANKSVice PresidePT$0--
ROMIE BALDAthletic COO-$0--
Filing and Contact Details

Filer

Filer Name
Beverly School Pto
EIN
31-1627499
Phone
4196712600
Address
3548 S DETROIT AVE, TOLEDO, OH 43614

Signing Officer

Name
Shawna Miron
Title
President
Phone
4196712600
Signed
2023-11-06

Preparer

Firm
Titus & Urbanski Inc Cpas
Address
3220 CENTRAL PARK WEST, TOLEDO, OH 43617-1009
Preparer
E Thomas Titus CPA
Phone
4198666000
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

Expenses national junior honor soc 385 classroom enrichment 1,537 community and hospitality 1,082 school level enrichment 60 insurance 490 pbis 136 total 3,690

Form 990-ez, Part III, Line 29

Character and culture enrichment opportunities: includes funding field trips including 6th grade outdoor education; guest speakers; student incentives; character education and specials including library materials, art and music supplies.

Form 990-ez, Part III, Line 30

Social recreational and community outreach: includes funding for after school clubs, athletics, school dances and 8th grade class trip. Also includes family nights, welcome events, grandparent evening and teacher appreciation.

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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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CompensationExplanation/CompensationExplanationGrp/PersonNm3KATIE ASMUS
CompensationExplanation/CompensationExplanationGrp/PersonNm4APRIL RUMSCHLAG
CompensationExplanation/CompensationExplanationGrp/PersonNm5AMANDA MYERS
CompensationExplanation/CompensationExplanationGrp/PersonNm6HEATHER FULOP
CompensationExplanation/CompensationExplanationGrp/PersonNm7SARA OHERRON
CompensationExplanation/CompensationExplanationGrp/PersonNm8LOREEN BANKS
CompensationExplanation/CompensationExplanationGrp/PersonNm9ROMIE BALD
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0KELLY BELLAFRONTE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1SHAWNA MIRON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MICHELE ALBRIGHT PETERS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3KATIE ASMUS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4APRIL RUMSCHLAG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5AMANDA MYERS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6HEATHER FULOP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7SARA O'HERRON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8LOREEN BANKS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9ROMIE BALD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PAST PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4COMMUNICATIO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5PARLIAMENTAR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6WAYS & MEANS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9ATHLETIC COO
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt03690
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IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0ENHANCE EDUCATIONAL OPPORTUNITIES FOR BEVERLY STUDENTS
IRS990EZ/ProgramServiceRevenueAmt0246
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1CHARACTER AND CULTURE ENRICHMENT OPPORTUNITIES: INCLUDES FUNDING FIELD TRIPS INCLUDING 6TH GRADE OUTDOOR EDUCATION; GUEST SPEAKERS; STUDENT INCENTIVES; CHARACTER EDUCATION AND SPECIALS INCLUDING LIBRARY MATERIALS, ART AND MUSIC SUPPLIES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2SOCIAL RECREATIONAL AND COMMUNITY OUTREACH: INCLUDES FUNDING FOR AFTER SCHOOL CLUBS, ATHLETICS, SCHOOL DANCES AND 8TH GRADE CLASS TRIP. ALSO INCLUDES FAMILY NIGHTS, WELCOME EVENTS, GRANDPARENT EVENING AND TEACHER APPRECIATION.
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IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/SubjectToProxyTaxInd0false
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IRS990EZ/TransactionWithControlEntInd0false
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IRS990EZ/WebsiteAddressTxt0WWW.BEVERLYPTO.ORG
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt06796
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt05767
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt05319
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IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0193930
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt05767
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt05319
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt024680
IRS990ScheduleA/TotalSupportAmt024680
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES NATIONAL JUNIOR HONOR SOC 385 CLASSROOM ENRICHMENT 1,537 COMMUNITY AND HOSPITALITY 1,082 SCHOOL LEVEL ENRICHMENT 60 INSURANCE 490 PBIS 136 TOTAL 3,690
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1CHARACTER AND CULTURE ENRICHMENT OPPORTUNITIES: INCLUDES FUNDING FIELD TRIPS INCLUDING 6TH GRADE OUTDOOR EDUCATION; GUEST SPEAKERS; STUDENT INCENTIVES; CHARACTER EDUCATION AND SPECIALS INCLUDING LIBRARY MATERIALS, ART AND MUSIC SUPPLIES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2SOCIAL RECREATIONAL AND COMMUNITY OUTREACH: INCLUDES FUNDING FOR AFTER SCHOOL CLUBS, ATHLETICS, SCHOOL DANCES AND 8TH GRADE CLASS TRIP. ALSO INCLUDES FAMILY NIGHTS, WELCOME EVENTS, GRANDPARENT EVENING AND TEACHER APPRECIATION.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART III, LINE 29
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III, LINE 30
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0SHAWNA MIRON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04196712600
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BEVERLY SCHOOL PTO
ReturnHeader/Filer/BusinessNameControlTxt0BEVE
ReturnHeader/Filer/EIN0311627499
ReturnHeader/Filer/PhoneNum04196712600
ReturnHeader/Filer/USAddress/AddressLine1Txt03548 S DETROIT AVE
ReturnHeader/Filer/USAddress/CityNm0TOLEDO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd043614
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0341695540
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0TITUS & URBANSKI INC CPAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03220 CENTRAL PARK WEST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0TOLEDO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0436171009
ReturnHeader/PreparerPersonGrp/PhoneNum04198666000
ReturnHeader/PreparerPersonGrp/PreparationDt02023-11-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0E THOMAS TITUS CPA
ReturnHeader/ReturnTs02023-11-20T17:10:35-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0SHAWNA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MIRON
ReturnHeader/TaxPeriodBeginDt02020-08-01
ReturnHeader/TaxPeriodEndDt02021-07-31
ReturnHeader/TaxYr02020

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