Civic Intelligence

Ankeney Middle School PTO

990EZ • Fiscal year 2021 • EIN 38-3707873

Jul 01, 2020 to Jun 30, 2021 • Filed on Nov 11, 2021

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

56th percentile

0.00x

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

56th percentile

0.00x

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Net Margin

8th percentile

-85%

Higher net margin than 8% 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

7th percentile

-60%

Faster asset growth than 7% of similar nonprofits.

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

Revenue Growth

16th percentile

-52%

Faster revenue growth than 16% of similar nonprofits.

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

Assets

Down

$17,854

Down $26,918 (-60%) from 2020

Net Assets

Down

$17,854

Down $26,918 (-60%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue

Down

$31,541

Down $33,894 (-52%) from 2020

Expenses

Down

$58,459

Down $9,618 (-14%) from 2020

Net Income

Down

-$26,918

Down $24,276 (-919%) from 2020

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

2021

Assets$17,854
Liabilities$0
Net Assets$17,854

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

2021

Revenue$31,541
Expenses$58,459
Net Income-$26,918
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Nov 11, 2021
Return Version
2020v4.0
Gross Receipts
$31,541
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-$57,884
FACILITIES & EQUIPMENT--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MELISSA BLACKABYCo-PresidentPT$0--
MECHELLE RAFFERTYCo-PresidentPT$0--
PENNY BLOSSERTreasurerPT$0--
HOLLY COLESCo-TreasurerPT$0--
STEPHANIE MCBRIDESecretaryPT$0--
FELICIA MORTVolunteer Co-$0--
JACQUELYN KOEHLERStaff Liaiso-$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
Phone
9374297567
Signed
2021-11-11
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 6,991 ankeney pto cost of goods sold 11,248 baseball cost of goods sold 3,772 expenses advertising and promotion 50 insurance 250 6th/7th/8th grade 461 8th grade farewell 1,666 after prom 150 annual gifts 1,314 art dept 211 building improvements 2,155 casual day 4,775 cross country 1,518 dance/student social 78 english 1,028 flower/gifts 2,719 fundraisers 668 imc 870 music 590 pe equipment 354 power of the pen 400 principal 228 pto scholarships 750 social comm class 364 spirit wear 680 staff recognition 1,201 student council 6,193 track 441 volleyball 384 water bottles 1,997 web program 662 yearbook 4,016 total 58,184

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 Appendix155 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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CompensationExplanation/CompensationExplanationGrp/PersonNm3HOLLY COLES
CompensationExplanation/CompensationExplanationGrp/PersonNm4STEPHANIE MCBRIDE
CompensationExplanation/CompensationExplanationGrp/PersonNm5FELICIA MORT
CompensationExplanation/CompensationExplanationGrp/PersonNm6JACQUELYN KOEHLER
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MELISSA BLACKABY
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2PENNY BLOSSER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3HOLLY COLES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4STEPHANIE MCBRIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5FELICIA MORT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6JACQUELYN KOEHLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CO-PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1CO-PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3CO-TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5VOLUNTEER CO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6STAFF LIAISO
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt058184
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/ProgramServiceRevenueAmt019775
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1FACILITIES & EQUIPMENT
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt057884
IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/ScheduleBNotRequiredInd0X
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IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt058459
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IRS990EZ/TotalRevenueAmt031541
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationOtherDesc0PTO
IRS990EZ/TypeOfOrganizationOtherInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt011766
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt09554
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt010854
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt013652
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt045826
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IRS990ScheduleA/Total509Grp/TotalAmt0250361
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt031541
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt065435
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt064578
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0250361
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0SHOW CHOIR COST OF GOODS SOLD 6,991 ANKENEY PTO COST OF GOODS SOLD 11,248 BASEBALL COST OF GOODS SOLD 3,772 EXPENSES ADVERTISING AND PROMOTION 50 INSURANCE 250 6TH/7TH/8TH GRADE 461 8TH GRADE FAREWELL 1,666 AFTER PROM 150 ANNUAL GIFTS 1,314 ART DEPT 211 BUILDING IMPROVEMENTS 2,155 CASUAL DAY 4,775 CROSS COUNTRY 1,518 DANCE/STUDENT SOCIAL 78 ENGLISH 1,028 FLOWER/GIFTS 2,719 FUNDRAISERS 668 IMC 870 MUSIC 590 PE EQUIPMENT 354 POWER OF THE PEN 400 PRINCIPAL 228 PTO SCHOLARSHIPS 750 SOCIAL COMM CLASS 364 SPIRIT WEAR 680 STAFF RECOGNITION 1,201 STUDENT COUNCIL 6,193 TRACK 441 VOLLEYBALL 384 WATER BOTTLES 1,997 WEB PROGRAM 662 YEARBOOK 4,016 TOTAL 58,184
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/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0PENNY BLOSSER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09374297567
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-11
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
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd045430
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0461529378
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ZARA RHONE CPA INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0685 HELKE RD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0VANDALIA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0453771505
ReturnHeader/PreparerPersonGrp/PhoneNum09378902008
ReturnHeader/PreparerPersonGrp/PreparationDt02021-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ZARA RHONE CPA
ReturnHeader/ReturnTs02021-11-15T19:34:20-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0PENNY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BLOSSER
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

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Filings