Civic Intelligence

Beverly School PTO

990EZ • Fiscal year 2024 • EIN 31-1627499

Aug 01, 2023 to Jul 31, 2024 • Filed on Dec 02, 2024

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 2024

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2024

Net Margin

10th percentile

-50%

Higher net margin than 10% 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

27th percentile

-16%

Faster asset growth than 27% of similar nonprofits.

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

Revenue Growth

81st percentile

43%

Faster revenue growth than 81% of similar nonprofits.

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

Assets

Down

$69,687

Down $13,646 (-16%) from 2023

Net Assets

Down

$69,687

Down $13,646 (-16%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$27,079

Up $8,182 (+43%) from 2023

Expenses

Up

$40,726

Up $14,966 (+58%) from 2023

Net Income

Down

-$13,647

Down $6,784 (-99%) from 2023

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

2024

Assets$69,687
Liabilities-
Net Assets$69,687

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

2024

Revenue$27,079
Expenses$40,726
Net Income-$13,647
Jump To
Filing Snapshot
Filing Period
Aug 1, 2023 to Jul 31, 2024
Signed
Dec 2, 2024
Return Version
2023v5.0
Gross Receipts
$47,203
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.-$20,171
DIRECT CLASSROOM SUPPORT: INCLUDES CURRICULUM ENHANCEMENTS SUCH AS BOOKS, CLASSROOM PERIODICALS, HANDS-ON LEARNING OPPORTUNITIES AND SOFTWARE. ALSO INCLUDES SUPPLIES SUCH AS PAPER.-$6,686
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.-$5,694
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
EMILY BUCHERWays And Mea-$0--
ANNA TONEYPresident-$0--
SHANNON BOVATreasurer-$0--
KATIE ASMUSSecretary-$0--
LEXIS HAASCommunicatio-$0--
BREANNA MCCLAINVice Preside-$0--
NICOLE CHERRYParliamentar-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Funwalk$20,476$20,476$6,324$14,152
Carnival$13,524$13,524$13,800$-276
Total Events$34,000$34,000$20,124$13,876
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
President
Phone
4196712600
Signed
2024-12-02

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 8

Adjustment 3,174 total 3,174

Form 990-ez, Part I, Line 16

Expenses national junior honor soc 1,257 classroom enrichment 5,250 community and hospitality 2,358 field trips 5,694 school level enrichment 17,814 compliance 790 insurance 490 cash box 225 art fund 179 misc 6,540 total 40,597

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 Appendix163 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/PersonNm0EMILY BUCHER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ANNA TONEY
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6NICOLE CHERRY
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4COMMUNICATIO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6PARLIAMENTAR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt040597
IRS990EZ/OtherRevenueTotalAmt03174
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IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0ENHANCE EDUCATIONAL OPPORTUNITIES FOR BEVERLY STUDENTS
IRS990EZ/ProgramServiceRevenueAmt06077
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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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ADJUSTMENT 3,174 TOTAL 3,174
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES NATIONAL JUNIOR HONOR SOC 1,257 CLASSROOM ENRICHMENT 5,250 COMMUNITY AND HOSPITALITY 2,358 FIELD TRIPS 5,694 SCHOOL LEVEL ENRICHMENT 17,814 COMPLIANCE 790 INSURANCE 490 CASH BOX 225 ART FUND 179 MISC 6,540 TOTAL 40,597
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CHARACTER 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/ExplanationTxt3SOCIAL 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 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III, LINE 29
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III, LINE 30
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0ANNA TONEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04196712600
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-12-02
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/PreparationDt02024-12-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0E THOMAS TITUS CPA
ReturnHeader/ReturnTs02024-12-10T07:51:25-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-08-01
ReturnHeader/TaxPeriodEndDt02024-07-31
ReturnHeader/TaxYr02023

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