Civic Intelligence

Ankeney Middle School PTO

990EZ • Fiscal year 2015 • EIN 38-3707873

Jul 01, 2014 to Jun 30, 2015 • Filed on Nov 10, 2015

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.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

55th percentile

0.00x

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Net Margin

48th percentile

2.6%

Higher net margin than 48% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

56th percentile

5.2%

Faster asset growth than 56% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

30th percentile

-13%

Faster revenue growth than 30% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Assets

Up

$41,986

Up $2,061 (+5.2%) from 2014

Net Assets

Up

$41,986

Up $2,061 (+5.2%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue

Down

$79,589

Down $11,703 (-13%) from 2014

Expenses

Down

$77,528

Down $10,126 (-12%) from 2014

Net Income

Down

$2,061

Down $1,577 (-43%) from 2014

Historical Trend

Balance Sheet Trend

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

2015

Assets$41,986
Liabilities$0
Net Assets$41,986

Operations Trend

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

2015

Revenue$79,589
Expenses$77,528
Net Income$2,061
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Nov 10, 2015
Return Version
2014v5.0
Gross Receipts
$79,589
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-$76,768
FACILITIES & EQUIPMENT--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
AMY GUTHRIEPresidentPT$0--
CANDACE MACBETHVice PresidePT$0--
MARTY HEITKAMPTreasurerPT$0--
TAMMY GENDREAUCo-TreasurerPT$0--
MINDY HOBBSSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Ankeney Middle School Pto
EIN
38-3707873
Phone
9374297567
Address
4085 SHAKERTOWN RD, BEAVERCREEK, OH 45430

Signing Officer

Name
Marty Heitkamp
Title
Treasurer
Phone
9374297567
Signed
2015-11-10
Discuss with paid preparer
Yes

Preparer

Firm
Zara Rhone CPA Inc
Address
3623 DAYTON-XENIA RD, BEAVERCREEK, OH 45432-2828
Preparer
Zara Rhone CPA
Phone
9373067014
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

Show choir cost of goods sold 30,685 6th grade cost of goods sold 24,789 yearbook cost of goods sold 10,646 expenses office 195 insurance 290 7th grade 546 8th grade 379 music - band 1,000 music - choir 965 principal 1,238 art dept 425 student council 239 8th grade farewell 1,389 assistance - stud/fam 671 building beautification 812 character ed 546 hospitality 164 professional development 131 pto scholarships 750 special requests 1,079 staff recognition 314 total 77,253

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 Appendix136 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/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0MARTY HEITKAMP
IRS990EZ/BooksInCareOfDetail/PhoneNum09374297567
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt04085 SHAKERTOWN RD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0BEAVERCREEK
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OH
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd045430
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IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt039925
IRS990EZ/NetAssetsOrFundBalancesEOYAmt041986
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt039925
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt041986
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt42.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0AMY GUTHRIE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1CANDACE MACBETH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MARTY HEITKAMP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3TAMMY GENDREAU
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4MINDY HOBBS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3CO-TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt077253
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/ProgramServiceRevenueAmt070326
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt076768
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0OH
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt077528
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IRS990EZ/TotalRevenueAmt079589
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationOtherDesc0PTO
IRS990EZ/TypeOfOrganizationOtherInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt09263
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt03716
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt02113
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt015092
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IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
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IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt079589
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt079589
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0113978
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0284859
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0SHOW CHOIR COST OF GOODS SOLD 30,685 6TH GRADE COST OF GOODS SOLD 24,789 YEARBOOK COST OF GOODS SOLD 10,646 EXPENSES OFFICE 195 INSURANCE 290 7TH GRADE 546 8TH GRADE 379 MUSIC - BAND 1,000 MUSIC - CHOIR 965 PRINCIPAL 1,238 ART DEPT 425 STUDENT COUNCIL 239 8TH GRADE FAREWELL 1,389 ASSISTANCE - STUD/FAM 671 BUILDING BEAUTIFICATION 812 CHARACTER ED 546 HOSPITALITY 164 PROFESSIONAL DEVELOPMENT 131 PTO SCHOLARSHIPS 750 SPECIAL REQUESTS 1,079 STAFF RECOGNITION 314 TOTAL 77,253
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/BuildTS02016-04-25 22:37:26Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0MARTY HEITKAMP
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09374297567
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-11-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ANKENEY MIDDLE SCHOOL PTO
ReturnHeader/Filer/BusinessNameControlTxt0ANKE
ReturnHeader/Filer/EIN0383707873
ReturnHeader/Filer/PhoneNum09374297567
ReturnHeader/Filer/USAddress/AddressLine1Txt04085 SHAKERTOWN RD
ReturnHeader/Filer/USAddress/CityNm0BEAVERCREEK
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0461529378
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ZARA RHONE CPA INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03623 DAYTON-XENIA RD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BEAVERCREEK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0454322828
ReturnHeader/PreparerPersonGrp/PhoneNum09373067014
ReturnHeader/PreparerPersonGrp/PreparationDt02015-11-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ZARA RHONE CPA
ReturnHeader/ReturnTs02015-11-10T13:35:10-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

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Filings