Civic Intelligence

Beverly School PTO

990EZ • Fiscal year 2023 • EIN 31-1627499

Aug 01, 2022 to Jul 31, 2023 • 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 2023

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2023

Net Margin

13th percentile

-36%

Higher net margin than 13% of similar nonprofits.

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

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.

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

Asset Growth

35th percentile

-7.6%

Faster asset growth than 35% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

27th percentile

-17%

Faster revenue growth than 27% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Assets

Down

$83,333

Down $6,865 (-7.6%) from 2022

Net Assets

Down

$83,333

Down $6,865 (-7.6%) from 2022

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$18,897

Down $3,958 (-17%) from 2022

Expenses

Up

$25,760

Up $9,777 (+61%) from 2022

Net Income

Down

-$6,863

Down $13,735 (-200%) from 2022

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

2023

Assets$83,333
Liabilities-
Net Assets$83,333

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

2023

Revenue$18,897
Expenses$25,760
Net Income-$6,863
Jump To
Filing Snapshot
Filing Period
Aug 1, 2022 to Jul 31, 2023
Signed
Nov 6, 2023
Return Version
2022v5.0
Gross Receipts
$38,526
Mission and Program Overview

Mission

Enhance educational opportunities for beverly students

Program Services

DescriptionGrantsExpenses
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.-$9,754
DIRECT CLASSROOM SUPPORT: INCLUDES CURRICULUM ENHANCEMENTS SUCH AS BOOKS, CLASSROOM PERIODICALS, HANDS-ON LEARNING OPPORTUNITIES AND SOFTWARE. ALSO INCLUDES SUPPLIES SUCH AS PAPER.-$8,348
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.-$5,686
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JENNY MCCARTHYPresidentPT$0--
ANNA TONEYVice PresidePT$0--
MICHELE ALBRIGHT PETERSTreasurer-$0--
KATIE ASMUSSecretary-$0--
AMANDA MYERSCommunicatio-$0--
BREANNA MCCLAINWays And Mea-$0--
NICOLE CHERRYParliamentar-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Funwalk$20,003$20,003$6,595$13,408
Carnival$10,087$10,087$13,034$-2,947
Total Events$30,090$30,090$19,629$10,461
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
Anna Toney
Title
Vice 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 2,376 classroom enrichment 5,689 community and hospitality 1,510 field trips 5,686 school level enrichment 8,244 compliance 275 insurance 490 cash box 200 pbis 534 student activity 283 total 25,287

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.

Raw XML Appendix164 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/PersonNm0MICHELE ALBRIGHT PETERS
IRS990EZ/BooksInCareOfDetail/PhoneNum04196712600
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt03548 N DETROIT AVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0TOLEDO
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OH
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd043614
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt090196
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt083333
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt02940
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-6863
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0129
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt090196
IRS990EZ/Form990TotalAssetsGrp/EOYAmt083333
IRS990EZ/FundraisingGrossIncomeAmt030090
IRS990EZ/GrossProfitLossSlsOfInvntryAmt01420
IRS990EZ/GrossReceiptsAmt038526
IRS990EZ/GrossSalesOfInventoryAmt01420
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt090196
IRS990EZ/NetAssetsOrFundBalancesEOYAmt083333
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt090196
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt083333
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt40.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt52.00
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/PersonNm0JENNY MCCARTHY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ANNA TONEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MICHELE ALBRIGHT PETERS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3KATIE ASMUS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4AMANDA MYERS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5BREANNA MCCLAIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6NICOLE CHERRY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4COMMUNICATIO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5WAYS AND MEA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6PARLIAMENTAR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt025287
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0ENHANCE EDUCATIONAL OPPORTUNITIES FOR BEVERLY STUDENTS
IRS990EZ/PrintingPublicationsPostageAmt0344
IRS990EZ/ProgramServiceRevenueAmt04076
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0DIRECT CLASSROOM SUPPORT: INCLUDES CURRICULUM ENHANCEMENTS SUCH AS BOOKS, CLASSROOM PERIODICALS, HANDS-ON LEARNING OPPORTUNITIES AND SOFTWARE. ALSO INCLUDES SUPPLIES SUCH AS PAPER.
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.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt08348
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt15686
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt29754
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt019629
IRS990EZ/SpecialEventsNetIncomeLossAmt010461
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0OH
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt025760
IRS990EZ/TotalProgramServiceExpensesAmt023788
IRS990EZ/TotalRevenueAmt018897
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.BEVERLYPTO.ORG
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt02940
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt02070
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt02564
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt04234
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt06796
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt018604
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0275017
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt018604
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt02940
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt02070
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt02564
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt04234
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt06796
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt018604
IRS990ScheduleA/TotalSupportAmt018604
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt019629
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0FUNWALK
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0CARNIVAL
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt020003
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt010087
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt030090
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt020003
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt010087
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt030090
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt010461
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt019629
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt06595
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt013034
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES NATIONAL JUNIOR HONOR SOC 2,376 CLASSROOM ENRICHMENT 5,689 COMMUNITY AND HOSPITALITY 1,510 FIELD TRIPS 5,686 SCHOOL LEVEL ENRICHMENT 8,244 COMPLIANCE 275 INSURANCE 490 CASH BOX 200 PBIS 534 STUDENT ACTIVITY 283 TOTAL 25,287
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/PersonNm0ANNA TONEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE PRESIDENT
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/IRSResponsiblePrtyInfoCurrInd0false
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/PreparationDt02023-11-21
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0E THOMAS TITUS CPA
ReturnHeader/ReturnTs02023-11-21T09:17:33-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ANNA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0TONEY
ReturnHeader/TaxPeriodBeginDt02022-08-01
ReturnHeader/TaxPeriodEndDt02023-07-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings