Civic Intelligence

Walnut Creek Elementary PTO

EIN 35-2211577 • 501(c)3 • Galena, OH

Profile

Enhance the educational experience of over 650 students in K-5 by providing additional resources that the school cannot.

5600 Grand Oak BlvdGalena, OH 43021

wcespto1.ptboard.com

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2024

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2024

Net Margin

39th percentile

-3.4%

Higher net margin than 39% of similar nonprofits.

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

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

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

Asset Growth

67th percentile

9.2%

Faster asset growth than 67% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2024

Revenue Growth

72nd percentile

20%

Faster revenue growth than 72% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2024

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$60,813

Down $1,562 (-2.5%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$60,813

Down $1,562 (-2.5%) from 2023

Operations
Liabilities / RevenueScore unavailableNet Margin39th percentile

Revenue

Up

$45,772

Up $677 (+1.5%) from 2023

Expenses

Up

$47,334

Up $13,606 (+40%) from 2023

Net Income

Down

-$1,562

Down $12,929 (-114%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth67th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$80K$60K$40K$20K$0Assets 2020: $35,563Net Assets 2020: $35,5632020Assets 2021: $46,134Net Assets 2021: $46,1342021Assets 2022: $51,008Net Assets 2022: $51,0082022Assets 2023: $62,375Net Assets 2023: $62,3752023Assets 2024: $60,813Net Assets 2024: $60,8132024

Highlighted filing

2024

Assets$60,813
Liabilities-
Net Assets$60,813
Open 2024 Filing

Operations Trend

Revenue Growth72nd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$60K$40K$20K$0-$20KRevenue 2020: $36,440Expenses 2020: $29,655Net Income 2020: $6,7852020Revenue 2021: $38,280Expenses 2021: $27,709Net Income 2021: $10,5712021Revenue 2022: $31,737Expenses 2022: $26,863Net Income 2022: $4,8742022Revenue 2023: $45,095Expenses 2023: $33,728Net Income 2023: $11,3672023Revenue 2024: $45,772Expenses 2024: $47,334Net Income 2024: -$1,5622024

Highlighted filing

2024

Revenue$45,772
Expenses$47,334
Net Income-$1,562
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$60,813
Liabilities
-
Net assets
$60,813
Revenue
$45,772
Expenses
$47,334
Net income
-$1,562
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$60.8$60.8$45.8$47.3$1.56
2023Detailed filing. Detailed filing data is available for this year.$62.4$62.4$45.1$33.7$11.4
2022Detailed filing. Detailed filing data is available for this year.$51.0$51.0$31.7$26.9$4.87
2021Detailed filing. Detailed filing data is available for this year.$46.1$46.1$38.3$27.7$10.6
2020Detailed filing. Detailed filing data is available for this year.$35.6$35.6$36.4$29.7$6.79
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 10, 2025
Return Version
2024v5.0
Gross Receipts
$73,994
Mission and Program Overview

Mission

Enhance the educational experience of over 675 students in K-5 by providing additional resources that the school cannot.

Enhance the educational experience of over 650 students in k-5 by providing additional resources that the school cannot.

Program Services

DescriptionGrantsExpenses
ACTIVITIES IN SUPPORT OF SCHOOL INCLUDING COMMUNITY FUNDRAISER.-$35,247
TUTOR COSTS FOR READING, TUTOR PROVIDED TO STUDENTS NEEDING EXTRA ASSISTANCE.-$6,500
PURCHASED LITERACY BOOKS FOR SEVERAL GRADE LEVELS, PROVIDED MUSIC PROGRAM AND INSTRUMENTS FOR SPECIFIC GRADE LEVELS.-$1,053
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JANIE WEISMANPresidentPT$0--
ALYSIA PETITEVice PresidePT$0--
KERRI BEALSecretaryPT$0--
CRAIG FRANCISCo-TreasurerPT$0--
NICK ADAMSCo-TreasurerPT$0--
MALLORY DIETZSocial MediaPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Carnival$37,797$37,797$23,292$14,505
Flower Sale$8,163$8,163-$8,163
Total Events$51,624$51,624$23,982$27,642
Filing and Contact Details

Filer

Filer Name
Walnut Creek Elementary Pto
EIN
35-2211577
Phone
7406574750
Address
5600 GRAND OAK BLVD, GALENA, OH 43021

Signing Officer

Name
Craig Francis
Title
Co-treasurer
Phone
7406574750
Signed
2025-11-10

Preparer

Firm
Wells CPA LLC
Address
215 N FRONT ST STE 110, COLUMBUS, OH 43215
Preparer
Donald Wells
Phone
6143968974
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses 5th grade party 4,988 assembly 800 author visit 1,800 bank charges 610 betterment-teacher reques 887 betterment - music 642 betterment-playground 113 birthday books refresh 1,053 decades day 150 donuts with grown ups 162 field day-supergames 238 field day supplies 124 field trip-1 720 field trip-2 1,123 field trip-3 2,707 field trip-5 2,750 field trip-k 1,015 pto expense 1,886 pto supplies 563 robotics club 2,102 school opening 1,955 school suply kits 561 spirit wear 1,040 staff appreciation ongoin 2,843 staff appreciation week 1,313 student t-shirts 3,403 taxes 1,999 teacher exp. Raffle 2,545 teacher reimbursement 127 tutor 6,500 others 615 total 47,334”

Form 990-ez, Part III

“Enhance the educational experience of over 650 students in k-5 by providing additional resources that the school cannot.”

Raw XML Appendix167 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/BooksInCareOfDetail/USAddress/CityNm0GALENA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OH
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JANIE WEISMAN
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3CO-TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4CO-TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5SOCIAL MEDIA
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt047334
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0ENHANCE THE EDUCATIONAL EXPERIENCE OF OVER 650 STUDENTS IN K-5 BY PROVIDING ADDITIONAL RESOURCES THAT THE SCHOOL CANNOT.
IRS990EZ/ProgramServiceRevenueAmt0665
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2TUTOR COSTS FOR READING, TUTOR PROVIDED TO STUDENTS NEEDING EXTRA ASSISTANCE.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt035247
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt11053
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt26500
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt028222
IRS990EZ/SpecialEventsNetIncomeLossAmt031347
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0OH
IRS990EZ/SubjectToProxyTaxInd0false
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IRS990EZ/TotalRevenueAmt045772
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WCESPTO1.PTBOARD.COM
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt013760
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt09829
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IRS990ScheduleA/PublicSupportTotal509Amt0343937
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IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt073994
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IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0FLOWER SALE
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt037797
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt08163
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt05664
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IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt023292
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt02
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES 5TH GRADE PARTY 4,988 ASSEMBLY 800 AUTHOR VISIT 1,800 BANK CHARGES 610 BETTERMENT-TEACHER REQUES 887 BETTERMENT - MUSIC 642 BETTERMENT-PLAYGROUND 113 BIRTHDAY BOOKS REFRESH 1,053 DECADES DAY 150 DONUTS WITH GROWN UPS 162 FIELD DAY-SUPERGAMES 238 FIELD DAY SUPPLIES 124 FIELD TRIP-1 720 FIELD TRIP-2 1,123 FIELD TRIP-3 2,707 FIELD TRIP-5 2,750 FIELD TRIP-K 1,015 PTO EXPENSE 1,886 PTO SUPPLIES 563 ROBOTICS CLUB 2,102 SCHOOL OPENING 1,955 SCHOOL SUPLY KITS 561 SPIRIT WEAR 1,040 STAFF APPRECIATION ONGOIN 2,843 STAFF APPRECIATION WEEK 1,313 STUDENT T-SHIRTS 3,403 TAXES 1,999 TEACHER EXP. RAFFLE 2,545 TEACHER REIMBURSEMENT 127 TUTOR 6,500 OTHERS 615 TOTAL 47,334
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ENHANCE THE EDUCATIONAL EXPERIENCE OF OVER 650 STUDENTS IN K-5 BY PROVIDING ADDITIONAL RESOURCES THAT THE SCHOOL CANNOT.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART III
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0CRAIG FRANCIS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CO-TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07406574750
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WALNUT CREEK ELEMENTARY PTO
ReturnHeader/Filer/BusinessNameControlTxt0WALN
ReturnHeader/Filer/EIN0352211577
ReturnHeader/Filer/PhoneNum07406574750
ReturnHeader/Filer/USAddress/AddressLine1Txt05600 GRAND OAK BLVD
ReturnHeader/Filer/USAddress/CityNm0GALENA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd043021
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0472461346
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WELLS CPA LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0215 N FRONT ST STE 110
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0COLUMBUS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd043215
ReturnHeader/PreparerPersonGrp/PhoneNum06143968974
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DONALD WELLS
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-11-10T16:32:38-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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