Civic Intelligence

Olentangy Berkshire Middle School PTO

EIN 45-2638248 • 501(c)3 • Galena, OH

Profile

Provide support to Berkshire Middle School.

2869 S 3 Bs and K RoadGalena, OH 43021

berkshire.gopto.net

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2025

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2025

Net Margin

79th percentile

26%

Higher net margin than 79% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2025

Asset Growth

78th percentile

24%

Faster asset growth than 78% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

35th percentile

-19%

Faster revenue growth than 35% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Assets

Up

$50,852

Up $9,963 (+24%) from 2024

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Up

$50,852

Up $9,963 (+24%) from 2024

Revenue

Down

$38,425

Down $8,929 (-19%) from 2024

Expenses

Down

$28,462

Down $24,146 (-46%) from 2024

Net Income

Up

$9,963

Up $15,217 (+290%) from 2024

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$60K$40K$20K$0-$20KAssets 2014: $27,194Net Assets 2014: $27,1942014Assets 2015: $22,134Liabilities 2015: $02015Assets 2016: $23,434Liabilities 2016: $02016Assets 2017: $30,402Liabilities 2017: $6,0382017Assets 2018: $42,925Liabilities 2018: $14,2802018Assets 2019: $48,794Liabilities 2019: $28,589Net Assets 2019: $20,2052019Assets 2020: $20,883Liabilities 2020: $27,676Net Assets 2020: -$6,7932020Assets 2021: $12,155Net Assets 2021: $12,1552021Assets 2022: $34,229Net Assets 2022: $34,2292022Assets 2023: $46,143Net Assets 2023: $46,1432023Assets 2024: $40,889Net Assets 2024: $40,8892024Assets 2025: $50,852Net Assets 2025: $50,8522025

Highlighted filing

2025

Assets$50,852
Liabilities-
Net Assets$50,852

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$60K$40K$20K$0-$20K-$40KRevenue 2014: $21,253Expenses 2014: $13,935Net Income 2014: $7,3182014Revenue 2015: $19,057Expenses 2015: $24,117Net Income 2015: -$5,0602015Revenue 2016: $20,776Expenses 2016: $19,476Net Income 2016: $1,3002016Revenue 2017: $24,780Expenses 2017: $23,219Net Income 2017: $1,5612017Revenue 2018: $23,600Expenses 2018: $19,319Net Income 2018: $4,2812018Revenue 2019: $13,371Expenses 2019: $21,811Net Income 2019: -$8,4402019Revenue 2020: -$10,981Expenses 2020: $16,017Net Income 2020: -$26,9982020Revenue 2021: $30,504Expenses 2021: $11,556Net Income 2021: $18,9482021Revenue 2022: $44,227Expenses 2022: $22,153Net Income 2022: $22,0742022Revenue 2023: $50,660Expenses 2023: $38,746Net Income 2023: $11,9142023Revenue 2024: $47,354Expenses 2024: $52,608Net Income 2024: -$5,2542024Revenue 2025: $38,425Expenses 2025: $28,462Net Income 2025: $9,9632025

Highlighted filing

2025

Revenue$38,425
Expenses$28,462
Net Income$9,963

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Aug 1, 2024 to Jul 31, 2025
Signed
Jan 31, 2026
Return Version
2024v5.2
Gross Receipts
$46,719
Mission and Program Overview

Mission

Provide support to Berkshire Middle School.

Program Services

DescriptionGrantsExpenses
Other activities in support of school functions including partnership with the Berkshire Strong organization, athletic team fundraising, sports concessions and community events.$3,033$31,714
Funded other programs to support Berkshire Middle School, Students, parents, and staff.-$2,661
Various grants in support of other tax-exempt organizations. During the fiscal year, grant funds donated to Stockhands Horses for Healing to help support the organization's tax-exempt activities.$173$173
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Tara RohrPresident/V.P.PT$0--
Melissa GriggsTreasurer-$0--
Rachel VranichPast Treasurer-$0--
Angela BrownSecretary-$0--
Felita MoranSocial Media Co-$0--
Filing and Contact Details

Filer

Filer Name
Olentangy Berkshire Middle School PTO
EIN
45-2638248
Phone
7406575200
Address
2869 S 3 Bs and K Road, Galena, OH 43021

Signing Officer

Name
Lisa Kraft
Title
Treasurer
Signed
2026-01-31
Discuss with paid preparer
Yes

Preparer

Firm
Price CPAS
Address
102 County Line Road West Ste C, Westerville, OH 43082
Preparer
Tracey Price
Phone
6147834419
Supplemental Narrative

Additional Explanations

Other Expenses.1003

Information Technology $130

Other Expenses.1012

Insurance $120

Other Expenses.1

Athletics $8252

Other Expenses.2

8th Grade $4417

Other Expenses.3

Staff Appreciation $2661

Other Expenses.4

conference Meals $2293

Other Expenses.5

Legacy Squad $1817

Other Expenses.6

School Betterment $1804

Other Expenses.7

Student Appreciation $1357

Other Expenses.8

Community Events $850

Other Expenses.9

7th Grade $568

Other Expenses.10

Concession Expense $474

Other Expenses.11

Diversity Events $300

Other Expenses.12

Cash Box Request $134

Other Expenses.13

Staff Requests $79

Other Assets.1010

Inventories - Beginning $4454 Inventories - Ending $3016

Raw XML Appendix195 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Information Technology $130
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Insurance $120
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Athletics $8252
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15Inventories - Beginning $4454 Inventories - Ending $3016
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Lisa Kraft
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-01-31
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Olentangy Berkshire Middle School PTO
ReturnHeader/Filer/BusinessNameControlTxt0OLEN
ReturnHeader/Filer/EIN0452638248
ReturnHeader/Filer/PhoneNum07406575200
ReturnHeader/Filer/USAddress/AddressLine1Txt02869 S 3 Bs and K Road
ReturnHeader/Filer/USAddress/CityNm0Galena
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd043021
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0393713767
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ReturnHeader/PreparerPersonGrp/PhoneNum06147834419
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Tracey Price
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02026-01-31T11:29:55-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-08-01
ReturnHeader/TaxPeriodEndDt02025-07-31
ReturnHeader/TaxYr02024

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No mirrored PDF or thumbnail assets are attached yet.