Civic Intelligence

Ankeney Middle School PTO

990EZ • Fiscal year 2018 • EIN 38-3707873

Jul 01, 2017 to Jun 30, 2018 • Filed on May 08, 2018

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

57th percentile

0.00x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

56th percentile

0.00x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

21st percentile

-13%

Higher net margin than 21% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

23rd percentile

-16%

Faster asset growth than 23% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

46th percentile

-1.2%

Faster revenue growth than 46% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Down

$41,949

Down $8,226 (-16%) from 2017

Net Assets

Down

$41,949

Down $8,226 (-16%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue

Down

$63,817

Down $761 (-1.2%) from 2017

Expenses

Up

$72,043

Up $9,434 (+15%) from 2017

Net Income

Down

-$8,226

Down $10,195 (-518%) from 2017

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

2018

Assets$41,949
Liabilities$0
Net Assets$41,949

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

2018

Revenue$63,817
Expenses$72,043
Net Income-$8,226
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
May 8, 2018
Return Version
2017v2.3
Gross Receipts
$63,817
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-$71,301
FACILITIES & EQUIPMENT--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ANGELA CHAMBERSPresidentPT$0--
JILL RODERERVice PresidePT$0--
BRITTANY HIGHTOWER-MENANNOSecretary-$0--
ANN BOWLINGVolunteer Co-$0--
PENNY BLOSSERTreasurer 20PT$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
Penny Blosser
Title
Treasurer 2018-2019
Signed
2018-05-08
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 42,341 pto general funds cost of goods sold 6,075 track cost of goods sold 6,223 expenses office 252 insurance 215 choir 527 principal 160 art dept 671 student socials 1,776 8th grade farewell 4,360 assistance - stud/fam 161 character ed 571 hospitality 536 pto scholarships 750 special requests 2,295 staff recognition 715 volleyball 361 track 514 imc-kohler 545 lego club 237 yearbook 2,451 building beautification 32 total 71,768

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 Appendix151 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/OfficerDirectorTrusteeEmplGrp/PersonNm1JILL RODERER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2BRITTANY HIGHTOWER-MENANNO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ANN BOWLING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4PENNY BLOSSER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VOLUNTEER CO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TREASURER 20
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt071768
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/ProgramServiceRevenueAmt050871
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt071301
IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/SubjectToProxyTaxInd0false
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IRS990ScheduleA/InvestmentIncomeCYPct00.00000
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0SHOW CHOIR COST OF GOODS SOLD 42,341 PTO GENERAL FUNDS COST OF GOODS SOLD 6,075 TRACK COST OF GOODS SOLD 6,223 EXPENSES OFFICE 252 INSURANCE 215 CHOIR 527 PRINCIPAL 160 ART DEPT 671 STUDENT SOCIALS 1,776 8TH GRADE FAREWELL 4,360 ASSISTANCE - STUD/FAM 161 CHARACTER ED 571 HOSPITALITY 536 PTO SCHOLARSHIPS 750 SPECIAL REQUESTS 2,295 STAFF RECOGNITION 715 VOLLEYBALL 361 TRACK 514 IMC-KOHLER 545 LEGO CLUB 237 YEARBOOK 2,451 BUILDING BEAUTIFICATION 32 TOTAL 71,768
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/BuildTS02019-02-21 02:37:17Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0PENNY BLOSSER
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ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ANKENEY MIDDLE SCHOOL PTO
ReturnHeader/Filer/BusinessNameControlTxt0ANKE
ReturnHeader/Filer/EIN0383707873
ReturnHeader/Filer/PhoneNum09374297567
ReturnHeader/Filer/USAddress/AddressLine1Txt04085 SHAKERTOWN RD
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ReturnHeader/FilingSecurityInformation/IPTm009:36:36
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0461529378
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0685 HELKE RD
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0453771505
ReturnHeader/PreparerPersonGrp/PhoneNum09378902008
ReturnHeader/PreparerPersonGrp/PreparationDt02019-05-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ZARA RHONE CPA
ReturnHeader/ReturnTs02019-05-09T09:36:36-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

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