Civic Intelligence

Ankeney Middle School PTO

990EZ • Fiscal year 2014 • EIN 38-3707873

Jul 01, 2013 to Jun 30, 2014 • Filed on Sep 10, 2014

Organization ProfileN/A
4085 Shakertown RdBeavercreek, OH 45430

(937) 429-7567

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

55th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

55th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Net Margin

52nd percentile

4.0%

Higher net margin than 52% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

62nd percentile

10%

Faster asset growth than 62% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

22nd percentile

-20%

Faster revenue growth than 22% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets55th percentile

Assets

Up

$39,925

Up $3,638 (+10%) from 2013

Net Assets

Up

$39,925

Up $3,638 (+10%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin52nd percentile

Revenue

Down

$91,292

Down $22,686 (-20%) from 2013

Expenses

Down

$87,654

Down $5,180 (-5.6%) from 2013

Net Income

Down

$3,638

Down $17,506 (-83%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth62nd percentile

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

$60K$40K$20K$0Assets 2013: $36,287Liabilities 2013: $0Net Assets 2013: $36,2872013Assets 2014: $39,925Liabilities 2014: $0Net Assets 2014: $39,9252014Assets 2015: $41,986Liabilities 2015: $0Net Assets 2015: $41,9862015Assets 2016: $48,206Liabilities 2016: $0Net Assets 2016: $48,2062016Assets 2017: $50,175Liabilities 2017: $0Net Assets 2017: $50,1752017Assets 2018: $41,949Liabilities 2018: $0Net Assets 2018: $41,9492018Assets 2019: $47,414Liabilities 2019: $0Net Assets 2019: $47,4142019Assets 2020: $44,772Liabilities 2020: $0Net Assets 2020: $44,7722020Assets 2021: $17,854Liabilities 2021: $0Net Assets 2021: $17,8542021Assets 2022: $30,692Liabilities 2022: $0Net Assets 2022: $30,6922022Assets 2023: $26,852Liabilities 2023: $0Net Assets 2023: $26,8522023Assets 2024: $35,510Liabilities 2024: $0Net Assets 2024: $35,5102024Assets 2025: $34,326Liabilities 2025: $0Net Assets 2025: $34,3262025

Highlighted filing

2014

Assets$39,925
Liabilities$0
Net Assets$39,925
Open 2014 Filing

Operations Trend

Revenue Growth22nd percentile

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

$150K$100K$50K$0-$50KRevenue 2013: $113,978Expenses 2013: $92,834Net Income 2013: $21,1442013Revenue 2014: $91,292Expenses 2014: $87,654Net Income 2014: $3,6382014Revenue 2015: $79,589Expenses 2015: $77,528Net Income 2015: $2,0612015Revenue 2016: $72,147Expenses 2016: $65,927Net Income 2016: $6,2202016Revenue 2017: $64,578Expenses 2017: $62,609Net Income 2017: $1,9692017Revenue 2018: $63,817Expenses 2018: $72,043Net Income 2018: -$8,2262018Revenue 2019: $88,807Expenses 2019: $91,568Net Income 2019: -$2,7612019Revenue 2020: $65,435Expenses 2020: $68,077Net Income 2020: -$2,6422020Revenue 2021: $31,541Expenses 2021: $58,459Net Income 2021: -$26,9182021Revenue 2022: $49,741Expenses 2022: $36,903Net Income 2022: $12,8382022Revenue 2023: $51,052Expenses 2023: $54,893Net Income 2023: -$3,8412023Revenue 2024: $66,213Expenses 2024: $57,555Net Income 2024: $8,6582024Revenue 2025: $51,501Expenses 2025: $52,685Net Income 2025: -$1,1842025

Highlighted filing

2014

Revenue$91,292
Expenses$87,654
Net Income$3,638
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Sep 10, 2014
Return Version
2013v3.1
Gross Receipts
$91,292
Mission and Program Overview

Mission

The ankeney middle school pto has been established to promote the welfare, educational, vocational, and character development of students who attend ankeney middle school and to develop and maintain a forum for parents, teachers and citizens within the community interested in the advancement of those purposes. The pto shall not attempt to direct the administration or policies and activities of the school.

Program Services

DescriptionGrantsExpenses
EDUCATIONAL ENHANCEMENTS-$83,902
FACILITIES & EQUIPMENT-$3,052
Compensation and Service Providers
Top Officer Pay74th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KATHIE BERRYPresidentPT$0--
AMY GUTHRIEVice PresidePT$0--
PENNY BLOSSERTreasurerPT$0--
MELISSA HAHMSec/VolunteePT$0--
Filing and Contact Details

Filer

EIN
38-3707873
Phone
9374297567

Signing Officer

Name
Penney Blosser
Title
Treasurer
Phone
9374297567
Signed
2014-09-10

Preparer

Preparer
Zara Rhone CPA
Phone
9373067014
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses insurance 425 6th grade 1,140 7th - inferno 377 athletics 2,130 volleyball 427 casual day scholarship 1,500 english 3,354 flowers/gifts 493 imc 3,052 music - band 2,033 music - choir 3,434 music - show choir 42,684 principal 1,783 art dept 1,359 student council 595 web 649 yearbook 10,743 8th grade farewell 482 assistance - stud/fam 342 building beautification 250 character ed 511 computer lab/technology 127 fundraisers 2,573 hospitality 29 intramurals 596 pto scholarships 750 special requests 2,399 spirit wear 2,464 staff recognition 678 total 87,379”

Form 990-ez, Part III

“The ankeney middle school pto has been established to promote the welfare, educational, vocational, and character development of students who attend ankeney middle school and to develop and maintain a forum for parents, teachers and citizens within the community interested in the advancement of those purposes. The pto shall not attempt to direct the administration or policies and activities of the school.”

Raw XML Appendix131 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
CompensationExplanation/CompensationExplanationGrp/PersonNm0KATHIE BERRY
CompensationExplanation/CompensationExplanationGrp/PersonNm1AMY GUTHRIE
CompensationExplanation/CompensationExplanationGrp/PersonNm2PENNY BLOSSER
CompensationExplanation/CompensationExplanationGrp/PersonNm3MELISSA HAHM
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0PENNEY BLOSSER
IRS990EZ/BooksInCareOfDetail/PhoneNum09374297567
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine104085 SHAKERTOWN RD
IRS990EZ/BooksInCareOfDetail/USAddress/City0BEAVERCREEK
IRS990EZ/BooksInCareOfDetail/USAddress/State0OH
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode045430
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt036287
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt039925
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt03716
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt03638
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0275
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt036287
IRS990EZ/Form990TotalAssetsGrp/EOYAmt039925
IRS990EZ/GrossReceiptsAmt091292
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt036287
IRS990EZ/NetAssetsOrFundBalancesEOYAmt039925
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt036287
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt039925
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt210.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt35.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0KATHIE BERRY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1AMY GUTHRIE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2PENNY BLOSSER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MELISSA HAHM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SEC/VOLUNTEE
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt087379
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0THE ANKENEY MIDDLE SCHOOL PTO HAS BEEN ESTABLISHED TO PROMOTE THE WELFARE, EDUCATIONAL, VOCATIONAL, AND CHARACTER DEVELOPMENT OF STUDENTS WHO ATTEND ANKENEY MIDDLE SCHOOL AND TO DEVELOP AND MAINTAIN A FORUM FOR PARENTS, TEACHERS AND CITIZENS WITHIN THE COMMUNITY INTERESTED IN THE ADVANCEMENT OF THOSE PURPOSES. THE PTO SHALL NOT ATTEMPT TO DIRECT THE ADMINISTRATION OR POLICIES AND ACTIVITIES OF THE SCHOOL.
IRS990EZ/ProgramServiceRevenueAmt087576
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0EDUCATIONAL ENHANCEMENTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1FACILITIES & EQUIPMENT
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt083902
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt13052
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0OH
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt087654
IRS990EZ/TotalProgramServiceExpensesAmt086954
IRS990EZ/TotalRevenueAmt091292
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationOtherDesc0PTO
IRS990EZ/TypeOfOrganizationOtherInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt03716
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt02113
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt05829
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0450
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0450
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt087126
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt0111865
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt0198991
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0205270
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt091292
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0113978
IRS990ScheduleA/Total509Grp/TotalAmt0205270
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt091292
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0113978
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0205270
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES INSURANCE 425 6TH GRADE 1,140 7TH - INFERNO 377 ATHLETICS 2,130 VOLLEYBALL 427 CASUAL DAY SCHOLARSHIP 1,500 ENGLISH 3,354 FLOWERS/GIFTS 493 IMC 3,052 MUSIC - BAND 2,033 MUSIC - CHOIR 3,434 MUSIC - SHOW CHOIR 42,684 PRINCIPAL 1,783 ART DEPT 1,359 STUDENT COUNCIL 595 WEB 649 YEARBOOK 10,743 8TH GRADE FAREWELL 482 ASSISTANCE - STUD/FAM 342 BUILDING BEAUTIFICATION 250 CHARACTER ED 511 COMPUTER LAB/TECHNOLOGY 127 FUNDRAISERS 2,573 HOSPITALITY 29 INTRAMURALS 596 PTO SCHOLARSHIPS 750 SPECIAL REQUESTS 2,399 SPIRIT WEAR 2,464 STAFF RECOGNITION 678 TOTAL 87,379
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ANKENEY MIDDLE SCHOOL PTO HAS BEEN ESTABLISHED TO PROMOTE THE WELFARE, EDUCATIONAL, VOCATIONAL, AND CHARACTER DEVELOPMENT OF STUDENTS WHO ATTEND ANKENEY MIDDLE SCHOOL AND TO DEVELOP AND MAINTAIN A FORUM FOR PARENTS, TEACHERS AND CITIZENS WITHIN THE COMMUNITY INTERESTED IN THE ADVANCEMENT OF THOSE PURPOSES. THE PTO SHALL NOT ATTEMPT TO DIRECT THE ADMINISTRATION OR POLICIES AND ACTIVITIES OF THE SCHOOL.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART III
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/PersonNm0PENNEY BLOSSER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09374297567
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-09-10
ReturnHeader/Filer/BusinessName/BusinessNameLine10ANKENEY MIDDLE SCHOOL PTO
ReturnHeader/Filer/BusinessNameControlTxt0ANKE
ReturnHeader/Filer/EIN0383707873
ReturnHeader/Filer/PhoneNum09374297567
ReturnHeader/Filer/USAddress/AddressLine104085 SHAKERTOWN RD
ReturnHeader/Filer/USAddress/City0BEAVERCREEK
ReturnHeader/Filer/USAddress/State0OH
ReturnHeader/Filer/USAddress/ZIPCode045430
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0461529378
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10ZARA RHONE CPA INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine103623 DAYTON-XENIA RD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0BEAVERCREEK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0454322828
ReturnHeader/PreparerPersonGrp/PhoneNum09373067014
ReturnHeader/PreparerPersonGrp/PreparationDt02014-09-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ZARA RHONE CPA
ReturnHeader/ReturnTs02014-09-11T02:33:11-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$39,925
Liabilities
$0
Net assets
$39,925
Revenue
$91,292
Expenses
$87,654
Net income
$3,638
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.34$0.00$0.34$0.52$0.53$0.01
2024Detailed filing. Detailed filing data is available for this year.$0.36$0.00$0.36$0.66$0.58$0.09
2023Detailed filing. Detailed filing data is available for this year.$0.27$0.00$0.27$0.51$0.55$0.04
2022Detailed filing. Detailed filing data is available for this year.$0.31$0.00$0.31$0.50$0.37$0.13
2021Detailed filing. Detailed filing data is available for this year.$0.18$0.00$0.18$0.32$0.58$0.27
2020Detailed filing. Detailed filing data is available for this year.$0.45$0.00$0.45$0.65$0.68$0.03
2019Detailed filing. Detailed filing data is available for this year.$0.47$0.00$0.47$0.89$0.92$0.03
2018Detailed filing. Detailed filing data is available for this year.$0.42$0.00$0.42$0.64$0.72$0.08
2017Detailed filing. Detailed filing data is available for this year.$0.50$0.00$0.50$0.65$0.63$0.02
2016Detailed filing. Detailed filing data is available for this year.$0.48$0.00$0.48$0.72$0.66$0.06
2015Detailed filing. Detailed filing data is available for this year.$0.42$0.00$0.42$0.80$0.78$0.02
2014Detailed filing. Detailed filing data is available for this year.$0.40$0.00$0.40$0.91$0.88$0.04
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.36$0.00$0.36$1.14$0.93$0.21