Civic Intelligence

Ankeney Middle School PTO

990EZ • Fiscal year 2023 • EIN 38-3707873

Jul 01, 2022 to Jun 30, 2023 • Filed on Nov 17, 2023

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

58th percentile

0.00x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

59th percentile

0.00x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

30th percentile

-7.5%

Higher net margin than 30% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

29th percentile

-13%

Faster asset growth than 29% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

48th percentile

2.6%

Faster revenue growth than 48% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Assets

Down

$26,852

Down $3,840 (-13%) from 2022

Net Assets

Down

$26,852

Down $3,840 (-13%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue

Up

$51,052

Up $1,311 (+2.6%) from 2022

Expenses

Up

$54,893

Up $17,990 (+49%) from 2022

Net Income

Down

-$3,841

Down $16,679 (-130%) from 2022

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

2023

Assets$26,852
Liabilities$0
Net Assets$26,852

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

2023

Revenue$51,052
Expenses$54,893
Net Income-$3,841
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Nov 17, 2023
Return Version
2022v5.0
Gross Receipts
$51,052
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-$53,798
FACILITIES & EQUIPMENT-$500
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ELIZABETH CONNORSPresidentPT$0--
BRITTANY LEACHVice PresidePT$0--
PENNY BLOSSERTreasurerPT$0--
FELICIA MORTCo-TreasurerPT$0--
TAMMIE ELLERBESecretaryPT$0--
HEATHER COMBSVolunteer CoPT$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
2023-11-17
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 38,203 dances cost of goods sold 1,263 8th grade farewell cost of goods sold 3,760 expenses office 50 insurance 250 after prom 150 annual gifts 240 art dept 448 building improvements 500 dayton dragon 488 math counts 360 misc expenses 1 power of the pen 450 principal 600 pto scholarships 750 staff appreciation 1,439 student qtrly treats 186 water bottles 312 spiritwear 5,148 total 54,598

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/PersonNm0ELIZABETH CONNORS
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2PENNY BLOSSER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3FELICIA MORT
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
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IRS990EZ/OperateHospitalInd0false
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IRS990EZ/OrganizationDissolvedEtcInd0false
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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.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0SHOW CHOIR COST OF GOODS SOLD 38,203 DANCES COST OF GOODS SOLD 1,263 8TH GRADE FAREWELL COST OF GOODS SOLD 3,760 EXPENSES OFFICE 50 INSURANCE 250 AFTER PROM 150 ANNUAL GIFTS 240 ART DEPT 448 BUILDING IMPROVEMENTS 500 DAYTON DRAGON 488 MATH COUNTS 360 MISC EXPENSES 1 POWER OF THE PEN 450 PRINCIPAL 600 PTO SCHOLARSHIPS 750 STAFF APPRECIATION 1,439 STUDENT QTRLY TREATS 186 WATER BOTTLES 312 SPIRITWEAR 5,148 TOTAL 54,598
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/BuildTS02023-04-26 12:10:37Z
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ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-17
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ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

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