Liabilities / Assets
56th percentile
Tied with the lowest-debt nonprofits in its peer group.
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
0.00x
Liabilities / Revenue
56th percentile
Tied with the lowest-debt nonprofits in its peer group.
Net Margin
49th percentile
Higher net margin than 49% of similar nonprofits.
Top Officer Pay
76th percentile
Higher top officer pay than 76% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
53rd percentile
Faster asset growth than 53% of similar nonprofits.
Revenue Growth
33rd percentile
Faster revenue growth than 33% of similar nonprofits.
Balance Sheet
Assets
Up$50,175
Up $1,969 (+4.1%) from 2016
Net Assets
Up$50,175
Up $1,969 (+4.1%) from 2016
Liabilities
Flat$0
Flat from 2016
Revenue And Expenses
Revenue
Down$64,578
Down $7,569 (-10%) from 2016
Expenses
Down$62,609
Down $3,318 (-5.0%) from 2016
Net Income
Down$1,969
Down $4,251 (-68%) from 2016
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jul 1, 2016 to Jun 30, 2017
- Signed
- Feb 15, 2018
- Return Version
- 2016v3.1
- Gross Receipts
- $64,578
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
| Description | Grants | Expenses |
|---|---|---|
| EDUCATIONAL ENHANCEMENTS | - | $61,783 |
| FACILITIES & EQUIPMENT | - | - |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| CANDACE MACBETH | President | - | $0 | - | - |
| ANGELA CHAMBERS | Vice Preside | - | $0 | - | - |
| MARTY HEITKAMP | Treasurer | - | $0 | - | - |
| JILL RODERER | Secretary | - | $0 | - | - |
| SHAWNAH TIBBS SERGENT | Treasurer | - | $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
- Shawnah Tibbs Sergent
- Title
- Treasurer
- Signed
- 2018-02-15
- Discuss with paid preparer
- Yes
Preparer
- Firm
- Zara Rhone CPA Inc
- Address
- 685 HELKE RD, VANDALIA, OH 45377-1505
- Preparer
- Zara Rhone CPA
- Phone
- 9378902008
Supplemental Narrative
Additional Explanations
Form 990-ez, Part I, Line 16
“Show choir cost of goods sold 42,694 yearbook cost of goods sold 5,639 expenses office 261 insurance 290 flowers/gifts/socials-wre 1,034 intramurals/pe 10 english-brown 36 principal 863 art dept 1,311 student socials 794 8th grade farewell 3,466 assistance - stud/fam 131 character ed 507 hospitality 366 pto scholarships 750 special requests 1,237 staff recognition 1,318 casual day 53 cross country 150 track 192 imc-kohler 547 lego club 222 student council 255 misc expenses 208 total 62,334”
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 Appendix145 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/ActivitiesNotPreviouslyRptInd | 0 | false |
| IRS990EZ/BooksInCareOfDetail/PersonNm | 0 | SHAWNAH TIBBS SERGENT |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 9374297567 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 4085 SHAKERTOWN RD |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | BEAVERCREEK |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | OH |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 45430 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 48206 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 50175 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | false |
| IRS990EZ/ContributionsGiftsGrantsEtcAmt | 0 | 13652 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | false |
| IRS990EZ/EngagedInExcessBenefitTransInd | 0 | false |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | 1969 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 275 |
| IRS990EZ/FiledScheduleAInd | 0 | true |
| IRS990EZ/ForeignFinancialAccountInd | 0 | false |
| IRS990EZ/ForeignOfficeInd | 0 | false |
| IRS990EZ/Form1120PolFiledInd | 0 | false |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 48206 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 50175 |
| IRS990EZ/GrossReceiptsAmt | 0 | 64578 |
| IRS990EZ/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/LobbyingActivitiesInd | 0 | false |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | false |
| IRS990EZ/MethodOfAccountingCashInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 48206 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 50175 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 48206 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 50175 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 000.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 000.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 000.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 3 | 000.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 4 | 000.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | CANDACE MACBETH |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | ANGELA CHAMBERS |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | MARTY HEITKAMP |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | JILL RODERER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 4 | SHAWNAH TIBBS SERGENT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | PRESIDENT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | VICE PRESIDE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | TREASURER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | SECRETARY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 4 | TREASURER |
| IRS990EZ/OperateHospitalInd | 0 | false |
| IRS990EZ/Organization501c3Ind | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | false |
| IRS990EZ/OrganizationHadUBIInd | 0 | false |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 62334 |
| IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt | 0 | NONE |
| IRS990EZ/PartVIOfCompOfHghstPdEmplTxt | 0 | NONE |
| IRS990EZ/PoliticalCampaignActyInd | 0 | false |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | 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. |
| IRS990EZ/ProgramServiceRevenueAmt | 0 | 50926 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | EDUCATIONAL ENHANCEMENTS |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 1 | FACILITIES & EQUIPMENT |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 61783 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SchoolOperatingInd | 0 | false |
| IRS990EZ/StatesWhereCopyOfReturnIsFldCd | 0 | OH |
| IRS990EZ/SubjectToProxyTaxInd | 0 | false |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TotalExpensesAmt | 0 | 62609 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 61783 |
| IRS990EZ/TotalRevenueAmt | 0 | 64578 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd | 0 | false |
| IRS990EZ/TypeOfOrganizationOtherDesc | 0 | PTO |
| IRS990EZ/TypeOfOrganizationOtherInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | N/A |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt | 0 | 13652 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt | 0 | 14093 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt | 0 | 9263 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt | 0 | 3716 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt | 0 | 2113 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt | 0 | 42837 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt | 0 | 450 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt | 0 | 450 |
| IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt | 0 | 50926 |
| IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt | 0 | 58054 |
| IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt | 0 | 70326 |
| IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt | 0 | 87126 |
| IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt | 0 | 111865 |
| IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt | 0 | 378297 |
| IRS990ScheduleA/InvestmentIncomeCYPct | 0 | 0.00000 |
| IRS990ScheduleA/InvestmentIncomePYPct | 0 | 0.00000 |
| IRS990ScheduleA/PubliclySupportedOrg509a2Ind | 0 | X |
| IRS990ScheduleA/PublicSupportCY509Pct | 0 | 1.00000 |
| IRS990ScheduleA/PublicSupportPY509Pct | 0 | 1.00000 |
| IRS990ScheduleA/PublicSupportTotal509Amt | 0 | 421584 |
| IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind | 0 | X |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt | 0 | 64578 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt | 0 | 72147 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt | 0 | 79589 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt | 0 | 91292 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt | 0 | 113978 |
| IRS990ScheduleA/Total509Grp/TotalAmt | 0 | 421584 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt | 0 | 64578 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt | 0 | 72147 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt | 0 | 79589 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt | 0 | 91292 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt | 0 | 113978 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt | 0 | 421584 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | SHOW CHOIR COST OF GOODS SOLD 42,694 YEARBOOK COST OF GOODS SOLD 5,639 EXPENSES OFFICE 261 INSURANCE 290 FLOWERS/GIFTS/SOCIALS-WRE 1,034 INTRAMURALS/PE 10 ENGLISH-BROWN 36 PRINCIPAL 863 ART DEPT 1,311 STUDENT SOCIALS 794 8TH GRADE FAREWELL 3,466 ASSISTANCE - STUD/FAM 131 CHARACTER ED 507 HOSPITALITY 366 PTO SCHOLARSHIPS 750 SPECIAL REQUESTS 1,237 STAFF RECOGNITION 1,318 CASUAL DAY 53 CROSS COUNTRY 150 TRACK 192 IMC-KOHLER 547 LEGO CLUB 222 STUDENT COUNCIL 255 MISC EXPENSES 208 TOTAL 62,334 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | 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. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990-EZ, PART I, LINE 16 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990-EZ, PART III |
| ReturnHeader/BuildTS | 0 | 2018-06-14 16:35:46Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | true |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | SHAWNAH TIBBS SERGENT |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | TREASURER |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2018-02-15 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | ANKENEY MIDDLE SCHOOL PTO |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | ANKE |
| ReturnHeader/Filer/EIN | 0 | 383707873 |
| ReturnHeader/Filer/PhoneNum | 0 | 9374297567 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 4085 SHAKERTOWN RD |
| ReturnHeader/Filer/USAddress/CityNm | 0 | BEAVERCREEK |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | OH |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 45430 |
| ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId | 0 | 768924B3E140BF8261684DD94139B4AA526C5F19 |
| ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId | 0 | 34CF7F389F84536AF6AC12F8A0AA29DBB695096B |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 461529378 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | ZARA RHONE CPA INC |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 685 HELKE RD |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | VANDALIA |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | OH |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 453771505 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 9378902008 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2018-02-15 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | ZARA RHONE CPA |
| ReturnHeader/ReturnTs | 0 | 2018-02-15T20:31:53-05:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2016-07-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2017-06-30 |
| ReturnHeader/TaxYr | 0 | 2016 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $50,175
- Liabilities
- $0
- Net assets
- $50,175
- Revenue
- $64,578
- Expenses
- $62,609
- Net income
- $1,969