Civic Intelligence

Adena Primary PTO

EIN 45-3051265 • 501(c)3 • Frankfort, OH

Profile

Provide support to teachers and students of adena local schools.

3367 County Road 550Frankfort, OH 45628

n/A

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

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

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

Liabilities / Revenue

62nd percentile

0.00x

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

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

Net Margin

73rd percentile

18%

Higher net margin than 73% 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

83rd percentile

38%

Faster asset growth than 83% of similar nonprofits.

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

Revenue Growth

37th percentile

-16%

Faster revenue growth than 37% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets60th percentile

Assets

Up

$33,371

Up $9,221 (+38%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$33,371

Up $9,221 (+38%) from 2024

Operations
Liabilities / Revenue62nd percentileNet Margin73rd percentile

Revenue

Down

$49,880

Down $9,646 (-16%) from 2024

Expenses

Down

$40,659

Down $27,688 (-41%) from 2024

Net Income

Up

$9,221

Up $18,042 (+205%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth83rd percentile

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

$60K$40K$20K$0Assets 2016: $18,936Liabilities 2016: $02016Assets 2017: $22,342Liabilities 2017: $02017Assets 2018: $21,445Liabilities 2018: $02018Assets 2019: $34,251Liabilities 2019: $02019Assets 2020: $54,200Liabilities 2020: $02020Assets 2021: $59,879Liabilities 2021: $0Net Assets 2021: $59,8792021Assets 2022: $31,160Liabilities 2022: $0Net Assets 2022: $31,1602022Assets 2023: $32,971Liabilities 2023: $0Net Assets 2023: $32,9712023Assets 2024: $24,150Liabilities 2024: $0Net Assets 2024: $24,1502024Assets 2025: $33,371Liabilities 2025: $0Net Assets 2025: $33,3712025

Highlighted filing

2025

Assets$33,371
Liabilities$0
Net Assets$33,371
Open 2025 Filing

Operations Trend

Revenue Growth37th percentile

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

$100K$50K$0-$50KRevenue 2016: $77,382Expenses 2016: $81,042Net Income 2016: -$3,6602016Revenue 2017: $22,739Expenses 2017: $19,334Net Income 2017: $3,4052017Revenue 2018: $38,471Expenses 2018: $39,368Net Income 2018: -$8972018Revenue 2019: $47,254Expenses 2019: $34,448Net Income 2019: $12,8062019Revenue 2020: $46,450Expenses 2020: $26,506Net Income 2020: $19,9442020Revenue 2021: $26,862Expenses 2021: $21,183Net Income 2021: $5,6792021Revenue 2022: $25,180Expenses 2022: $53,899Net Income 2022: -$28,7192022Revenue 2023: $11,994Expenses 2023: $10,183Net Income 2023: $1,8112023Revenue 2024: $59,526Expenses 2024: $68,347Net Income 2024: -$8,8212024Revenue 2025: $49,880Expenses 2025: $40,659Net Income 2025: $9,2212025

Highlighted filing

2025

Revenue$49,880
Expenses$40,659
Net Income$9,221
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$33,371
Liabilities
$0
Net assets
$33,371
Revenue
$49,880
Expenses
$40,659
Net income
$9,221
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$33.4$0.00$33.4$49.9$40.7$9.22
2024Detailed filing. Detailed filing data is available for this year.$24.2$0.00$24.2$59.5$68.3$8.82
2023Detailed filing. Detailed filing data is available for this year.$33.0$0.00$33.0$12.0$10.2$1.81
2022Detailed filing. Detailed filing data is available for this year.$31.2$0.00$31.2$25.2$53.9$28.7
2021Detailed filing. Detailed filing data is available for this year.$59.9$0.00$59.9$26.9$21.2$5.68
2020Summary only. Only limited summary data is available for this year.$54.2$0.00$46.5$26.5$19.9
2019Summary only. Only limited summary data is available for this year.$34.3$0.00$47.3$34.4$12.8
2018Summary only. Only limited summary data is available for this year.$21.4$0.00$38.5$39.4$0.90
2017Summary only. Only limited summary data is available for this year.$22.3$0.00$22.7$19.3$3.41
2016Summary only. Only limited summary data is available for this year.$18.9$0.00$77.4$81.0$3.66
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Nov 14, 2025
Return Version
2024v5.2
Gross Receipts
$107,269
Mission and Program Overview

Mission

Provide support to teachers and students of adena local schools.

Program Services

DescriptionGrantsExpenses
STUDENT GUIDANCE PROGRAM, STUDENT AND TEACHER SUPPLIES, STUDENT ACTIVITIES$0$40,659
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JULIA LEISUREPresident-$0--
BECKY CLEVERVice President-$0--
BETSY CLARKSecretary-$0--
AMY MCBEETreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Adena Primary Pto
EIN
45-3051265
Phone
7409985293
Address
3367 COUNTY ROAD 550, FRANKFORT, OH 45628

Signing Officer

Name
Julia Leisure
Title
President
Phone
7409985293
Signed
2025-11-14
Discuss with paid preparer
Yes

Preparer

Firm
Whited Seigneur Sams & Rahe Cpas Llp
Address
213 SOUTH PAINT STREET, CHILLICOTHE, OH 45601-3828
Preparer
Nathan Baldwin
Phone
7407022600
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: student guidance programs, supplies, and activities. Amount: 40,659.”

Raw XML Appendix166 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
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IRS990EZ/BooksInCareOfDetail/PersonNm0JULIA LEISURE
IRS990EZ/BooksInCareOfDetail/PhoneNum07409985293
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt03367 COUNTY ROAD 550
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0FRANKFORT
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OH
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd045628
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt024150
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt033371
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt09221
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IRS990EZ/FundraisingGrossIncomeAmt064318
IRS990EZ/GamingGrossIncomeAmt042951
IRS990EZ/GrossReceiptsAmt0107269
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt024150
IRS990EZ/NetAssetsOrFundBalancesEOYAmt033371
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt024150
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt033371
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt04.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt14.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JULIA LEISURE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1BECKY CLEVER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2BETSY CLARK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3AMY MCBEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt040659
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0PROVIDE SUPPORT TO TEACHERS AND STUDENTS OF ADENA LOCAL SCHOOLS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0STUDENT GUIDANCE PROGRAM, STUDENT AND TEACHER SUPPLIES, STUDENT ACTIVITIES
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt040659
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SpecialEventsDirectExpensesAmt057389
IRS990EZ/SpecialEventsNetIncomeLossAmt049880
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0OH
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt040659
IRS990EZ/TotalProgramServiceExpensesAmt040659
IRS990EZ/TotalRevenueAmt049880
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt01529
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt014529
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt016058
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0324065
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/CurrentTaxYearAmt0107269
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/CurrentTaxYearMinus1YearAmt084076
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/CurrentTaxYearMinus2YearsAmt040880
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/CurrentTaxYearMinus3YearsAmt051826
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/CurrentTaxYearMinus4YearsAmt023956
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt0308007
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0107269
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt084076
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt051826
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt038485
IRS990ScheduleA/Total509Grp/TotalAmt0324065
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0107269
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt084076
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt051826
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt038485
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0324065
IRS990ScheduleG/CharitableDistributionRqrInd00
IRS990ScheduleG/CntrctWith3rdPrtyForGameRevInd00
IRS990ScheduleG/GamingInformationGrp/DirectExpenseSummaryGamingAmt027014
IRS990ScheduleG/GamingInformationGrp/GrossRevenueBingoAmt042951
IRS990ScheduleG/GamingInformationGrp/GrossRevenueTotalGamingAmt042951
IRS990ScheduleG/GamingInformationGrp/NetGamingIncomeSummaryAmt015937
IRS990ScheduleG/GamingInformationGrp/OthDirectExpnssTotalGamingAmt027014
IRS990ScheduleG/GamingInformationGrp/OtherDirectExpensesBingoAmt027014
IRS990ScheduleG/GamingInformationGrp/VolunteerLaborBingoInd00
IRS990ScheduleG/GamingWithNonmembersInd00
IRS990ScheduleG/LicensedInd00
IRS990ScheduleG/LicenseSuspendedEtcInd00
IRS990ScheduleG/MemberOfOtherEntityInd00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: STUDENT GUIDANCE PROGRAMS, SUPPLIES, AND ACTIVITIES. AMOUNT: 40,659.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JULIA LEISURE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07409985293
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ADENA PRIMARY PTO
ReturnHeader/Filer/BusinessNameControlTxt0ADEN
ReturnHeader/Filer/EIN0453051265
ReturnHeader/Filer/PhoneNum07409985293
ReturnHeader/Filer/USAddress/AddressLine1Txt03367 COUNTY ROAD 550
ReturnHeader/Filer/USAddress/CityNm0FRANKFORT
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd045628
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0310962125
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WHITED SEIGNEUR SAMS & RAHE CPAS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0213 SOUTH PAINT STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CHILLICOTHE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0456013828
ReturnHeader/PreparerPersonGrp/PhoneNum07407022600
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0NATHAN BALDWIN
ReturnHeader/ReturnTs02025-11-14T14:19:44-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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