Civic Intelligence

Walnut Creek Elementary P T O

990EZ • Fiscal year 2021 • EIN 35-2211577

Jan 01, 2021 to Dec 31, 2021 • Filed on May 27, 2022

5600 Grand Oak BlvdGalena, OH 43021

(740) 657-4750

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

72nd percentile

28%

Higher net margin than 72% 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

72nd percentile

30%

Faster asset growth than 72% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

51st percentile

5.0%

Faster revenue growth than 51% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Assets

Up

$46,134

Up $10,571 (+30%) from 2020

Net Assets

Up

$46,134

Up $10,571 (+30%) from 2020

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$38,280

Up $1,840 (+5.0%) from 2020

Expenses

Down

$27,709

Down $1,946 (-6.6%) from 2020

Net Income

Up

$10,571

Up $3,786 (+56%) from 2020

Historical Trend

Balance Sheet Trend

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

$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

2021

Assets$46,134
Liabilities-
Net Assets$46,134

Operations Trend

Revenue, expenses, and net income across loaded years, with this 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

2021

Revenue$38,280
Expenses$27,709
Net Income$10,571
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
May 27, 2022
Return Version
2021v4.0
Gross Receipts
$53,170
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
Purchased literacy books for several grade levels, supported author visits to enhance student experience, provided music program and instruments for specific grade levels and purchased equipment for physical education program.$15,955-
Other activities in support of school functions including Community Fundraiser.$6,753-
Tutor costs for reading. Tutor provided to students needing extra assistance.$5,000-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Felita MoranPresidentPT$0--
Jacki StebnickiVice PresidentPT$0--
Gina CribbTreasurerPT$0--
Rachel ComerfordSecretaryPT$0--
Kwan MuschterSoc Media & WebPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Dance-a-Thon$20,183$20,183$7,569$12,614
Flower Sales$12,820$12,820$50$12,770
Total Events$40,071$40,071$9,806$30,265
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
Gina Cribb
Title
Treasurer
Signed
2022-05-27
Discuss with paid preparer
Yes

Preparer

Firm
Toukan & Company
Address
575 Charring Cross Drive, Westerville, OH 43081
Preparer
Tracey A Price CPA CVA
Phone
6149017100
Supplemental Narrative

Additional Explanations

Other Expenses.1

Guided Reading $6455

Other Expenses.2

Tutor $5000

Other Expenses.3

5th Grade Party $3458

Other Expenses.4

Library Guild $2758

Other Expenses.5

PTO Supplies $2705

Other Expenses.6

Teacher Reimbursement $1393

Other Expenses.7

Principal Discretion $241

Other Expenses.8

District Expenses $240

Other Expenses.9

Bank charges $229

Other Expenses.10

Gifts $123

Other Expenses.11

School Betterment $107

Raw XML Appendix199 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/PersonNm0Gina Cribb
IRS990EZ/BooksInCareOfDetail/PhoneNum07406574750
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt05600 Grand Oak Blvd
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Galena
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OH
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd043021
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt035563
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt046134
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt05296
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt010571
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt035563
IRS990EZ/Form990TotalAssetsGrp/EOYAmt046134
IRS990EZ/FundraisingGrossIncomeAmt046992
IRS990EZ/GrantsAndSimilarAmountsPaidAmt05000
IRS990EZ/GrossProfitLossSlsOfInvntryAmt0882
IRS990EZ/GrossReceiptsAmt053170
IRS990EZ/GrossSalesOfInventoryAmt0882
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt035563
IRS990EZ/NetAssetsOrFundBalancesEOYAmt046134
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt035563
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt046134
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt35.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt45.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Felita Moran
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Jacki Stebnicki
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Gina Cribb
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Rachel Comerford
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Kwan Muschter
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Soc Media & Web
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt022709
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/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Other activities in support of school functions including Community Fundraiser.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Tutor costs for reading. Tutor provided to students needing extra assistance.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Purchased literacy books for several grade levels, supported author visits to enhance student experience, provided music program and instruments for specific grade levels and purchased equipment for physical education program.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt06753
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt15000
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt215955
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt014890
IRS990EZ/SpecialEventsNetIncomeLossAmt032102
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0OH
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt027709
IRS990EZ/TotalProgramServiceExpensesAmt027708
IRS990EZ/TotalRevenueAmt038280
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0https://wcespto1.ptboard.com/
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt05296
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt08142
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt092112
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt075789
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt052958
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0234297
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt047874
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt044919
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt092793
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0327090
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt053170
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt053061
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt092112
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt075789
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt052958
IRS990ScheduleA/Total509Grp/TotalAmt0327090
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt053170
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt053061
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt092112
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt075789
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt052958
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0327090
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt09806
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Dance-a-Thon
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Flower Sales
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt020183
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt012820
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt07068
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt040071
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt020183
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt012820
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt07068
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt040071
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt030265
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt02187
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt09806
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt07569
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt050
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Guided Reading $6455
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Tutor $5000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt25th Grade Party $3458
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Library Guild $2758
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4PTO Supplies $2705
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Teacher Reimbursement $1393
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Principal Discretion $241
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7District Expenses $240
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Bank charges $229
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Gifts $123
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10School Betterment $107
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.11
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Gina Cribb
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-05-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Walnut Creek Elementary PTO
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0WCES 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/PreparerFirmGrp/PreparerFirmEIN0311081751
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Toukan & Company
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0575 Charring Cross Drive
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Westerville
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd043081
ReturnHeader/PreparerPersonGrp/PhoneNum06149017100
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Tracey A Price CPA CVA
ReturnHeader/ReturnTs02022-05-27T07:00:13-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Gina
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Cribb
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings