Civic Intelligence

Adena Primary PTO

990EZ • Fiscal year 2023 • EIN 45-3051265

Jul 01, 2022 to Jun 30, 2023 • Filed on Nov 14, 2023

Organization ProfileN/A
3367 County Road 550Frankfort, OH 45628

(740) 998-5293

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

68th percentile

15%

Higher net margin than 68% 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

58th percentile

5.8%

Faster asset growth than 58% of similar nonprofits.

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

Revenue Growth

10th percentile

-52%

Faster revenue growth than 10% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$32,971

Up $1,811 (+5.8%) from 2022

Net Assets

Up

$32,971

Up $1,811 (+5.8%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin68th percentile

Revenue

Down

$11,994

Down $13,186 (-52%) from 2022

Expenses

Down

$10,183

Down $43,716 (-81%) from 2022

Net Income

Up

$1,811

Up $30,530 (+106%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth58th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$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

2023

Assets$32,971
Liabilities$0
Net Assets$32,971
Open 2023 Filing

Operations Trend

Revenue Growth10th percentile

Revenue, expenses, and net income across loaded years, with this 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

2023

Revenue$11,994
Expenses$10,183
Net Income$1,811
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Nov 14, 2023
Return Version
2022v5.0
Gross Receipts
$42,409
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$1,529$10,183
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JULIA LEISUREPresident-$0--
BECKY CLEVERVice President-$0--
BETSY CLARKSecretary-$0--
AMY MCBEETreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Clubs Choice$14,118$14,118$6,036$8,082
Book Fair$13,637$13,637$13,025$612
Total Events$27,755$27,755$19,061$8,694
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
2023-11-14
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: 10,183.”

Raw XML Appendix172 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
IRS990EZ/ActivitiesNotPreviouslyRptInd00
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/BOYAmt031160
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt032971
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt01529
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt01811
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt031160
IRS990EZ/Form990TotalAssetsGrp/EOYAmt032971
IRS990EZ/FundraisingGrossIncomeAmt040880
IRS990EZ/GrossReceiptsAmt042409
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt031160
IRS990EZ/NetAssetsOrFundBalancesEOYAmt032971
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt031160
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt032971
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt04.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt14.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
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/OtherExpensesTotalAmt010183
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/GrantsAndAllocationsAmt01529
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt010183
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SpecialEventsDirectExpensesAmt030415
IRS990EZ/SpecialEventsNetIncomeLossAmt010465
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0OH
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt010183
IRS990EZ/TotalProgramServiceExpensesAmt010183
IRS990EZ/TotalRevenueAmt011994
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt01529
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt014529
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt06150
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt022208
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0288966
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/CurrentTaxYearAmt040880
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/CurrentTaxYearMinus1YearAmt051826
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/CurrentTaxYearMinus2YearsAmt023956
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/CurrentTaxYearMinus3YearsAmt073203
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/CurrentTaxYearMinus4YearsAmt076893
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt0266758
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt042409
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt051826
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt038485
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt073203
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt083043
IRS990ScheduleA/Total509Grp/TotalAmt0288966
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt042409
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt051826
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt038485
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt073203
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt083043
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0288966
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt019061
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0BOOK FAIR
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0CLUBS CHOICE
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt013637
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt014118
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt027755
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt013637
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt014118
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt027755
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt08694
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt019061
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt013025
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt06036
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: STUDENT GUIDANCE PROGRAMS, SUPPLIES, AND ACTIVITIES. AMOUNT: 10,183.
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/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JULIA LEISURE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07409985293
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-14
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/PreparationDt02023-10-23
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0NATHAN BALDWIN
ReturnHeader/ReturnTs02023-11-14T12:43:46-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JULIA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0LEISURE
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$32,971
Liabilities
$0
Net assets
$32,971
Revenue
$11,994
Expenses
$10,183
Net income
$1,811
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