Civic Intelligence

Woodland Elementary PTO

EIN 45-5579973 • 501(c)3 • Middletown, OH

Profile

To provide support for Woodland Elementary students and staff

6923 Dutchland BlvdMiddletown, OH 45044

n/A

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 2023

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2023

Net Margin

42nd percentile

-1.0%

Higher net margin than 42% of similar nonprofits.

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

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

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

Asset Growth

50th percentile

-1.7%

Faster asset growth than 50% of similar nonprofits.

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

Revenue Growth

53rd percentile

0.7%

Faster revenue growth than 53% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$24,365

Down $431 (-1.7%) from 2022

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$24,365

Down $431 (-1.7%) from 2022

Operations
Liabilities / RevenueScore unavailableNet Margin42nd percentile

Revenue

Up

$41,664

Up $290 (+0.7%) from 2022

Expenses

Up

$42,095

Up $8,401 (+25%) from 2022

Net Income

Down

-$431

Down $8,111 (-106%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth50th percentile

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

$30K$20K$10K$0Assets 2014: $29,120Net Assets 2014: $29,1202014Assets 2015: $28,584Net Assets 2015: $28,5842015Assets 2016: $24,933Net Assets 2016: $24,9332016Assets 2017: $20,145Net Assets 2017: $20,1452017Assets 2018: $20,866Net Assets 2018: $20,8662018Assets 2019: $28,379Net Assets 2019: $28,3792019Assets 2020: $28,513Net Assets 2020: $28,5132020Assets 2021: $17,116Net Assets 2021: $17,1162021Assets 2022: $24,796Net Assets 2022: $24,7962022Assets 2023: $24,365Net Assets 2023: $24,3652023

Highlighted filing

2023

Assets$24,365
Liabilities-
Net Assets$24,365
Open 2023 Filing

Operations Trend

Revenue Growth53rd percentile

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

$100K$50K$0-$50KRevenue 2014: $31,842Expenses 2014: $29,221Net Income 2014: $2,6212014Revenue 2015: $60,516Expenses 2015: $61,052Net Income 2015: -$5362015Revenue 2016: $49,419Expenses 2016: $53,070Net Income 2016: -$3,6512016Revenue 2017: $53,425Expenses 2017: $58,213Net Income 2017: -$4,7882017Revenue 2018: $53,053Expenses 2018: $52,332Net Income 2018: $7212018Revenue 2019: $81,309Expenses 2019: $73,796Net Income 2019: $7,5132019Revenue 2020: $51,771Expenses 2020: $51,637Net Income 2020: $1342020Revenue 2021: $6,971Expenses 2021: $18,368Net Income 2021: -$11,3972021Revenue 2022: $41,374Expenses 2022: $33,694Net Income 2022: $7,6802022Revenue 2023: $41,664Expenses 2023: $42,095Net Income 2023: -$4312023

Highlighted filing

2023

Revenue$41,664
Expenses$42,095
Net Income-$431
Open 2023 Filing

Filings

Most recent year

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

Open filing
Assets
$24,365
Liabilities
-
Net assets
$24,365
Revenue
$41,664
Expenses
$42,095
Net income
-$431
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$24.4$24.4$41.7$42.1$0.43
2022Detailed filing. Detailed filing data is available for this year.$24.8$24.8$41.4$33.7$7.68
2021Detailed filing. Detailed filing data is available for this year.$17.1$17.1$6.97$18.4$11.4
2020Detailed filing. Detailed filing data is available for this year.$28.5$28.5$51.8$51.6$0.13
2019Detailed filing. Detailed filing data is available for this year.$28.4$28.4$81.3$73.8$7.51
2018Detailed filing. Detailed filing data is available for this year.$20.9$20.9$53.1$52.3$0.72
2017Detailed filing. Detailed filing data is available for this year.$20.1$20.1$53.4$58.2$4.79
2016Detailed filing. Detailed filing data is available for this year.$24.9$24.9$49.4$53.1$3.65
2015Detailed filing. Detailed filing data is available for this year.$28.6$28.6$60.5$61.1$0.54
2014Detailed filing. Detailed filing data is available for this year.$29.1$29.1$31.8$29.2$2.62
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Nov 1, 2023
Return Version
2022v5.0
Gross Receipts
$48,332
Mission and Program Overview

Mission

To provide support for Woodland Elementary students and staff

Program Services

DescriptionGrantsExpenses
School wide programs: Educational Support, Field Day,Field trips,Author Visit, PIE Awards,Family Fun Nights,6th Grade FUSE program and year end activities, Pantry$9,579$34,074
Hospitality: Staff Appreciation, Grandperson's BreakfastVeterans Day Breakfast, Giving Tree$0$7,288
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Amanda WilsonPresident-$0--
Lauren DunbarVice President-$0--
Stephanie MurrayTreasurer-$0--
Sarah BarnesCo-Secretary-$0--
Nikki HaireCo-Secretary-$0--
Jessica ScribnerDpc Rep-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Calendar Raffle$26,233$26,233$6,668$19,565
Total Events$26,233$26,233$6,668$19,565
Filing and Contact Details

Filer

Filer Name
Woodland Elementary Pto
EIN
45-5579973
Phone
5132551649
Address
6923 Dutchland Blvd, Middletown, OH 45044

Signing Officer

Name
Stephanie Murray
Title
Treasurer
Phone
5132551649
Signed
2023-11-01
Discuss with paid preparer
Yes

Preparer

Firm
Locey Mitchell & Associates Ltd
Address
4760 Red Bank Expressway Suite 222, Cincinnati, OH 45227
Preparer
Michelle R Locey
Phone
5132813333
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 10

“Additional Funding for School Activities; Donation; Woodland Elementary School: 6923 Dutchland Blvd, Middletown, OH, 45044; supported school, 6876.”

Form 990EZ, Part I, Line 10

“HUB Support; Donation; Woodland Elementary School: 6923 Dutchland Blvd, Middletown, OH, 45044; supported school, 1431.”

Form 990EZ, Part I, Line 10

“Grounds/Storage Room/Book Room/Recess Equipment; Donation; Woodland Elementary School: 6923 Dutchland Blvd, Middletown, OH, 45044; supported school, 1272.”

Form 990EZ, Part I, Line 16

“Administrative 303.”

Form 990EZ, Part I, Line 16

“School Wide Programs 24495.”

Form 990EZ, Part I, Line 16

“Insurance 430.”

Form 990EZ, Part I, Line 16

“Hospitality & Teacher Appreciation 7288.”

Raw XML Appendix212 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/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Co-Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Co-Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DPC Rep
IRS990EZ/OperateHospitalInd0false
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IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt032516
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0To provide support for Woodland Elementary students and staff
IRS990EZ/ProgramServiceRevenueAmt019032
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt034074
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt17288
IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0Other Income Part III, Line 12 Description: OTHER INCOME 2019: 4278.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Pt III Ln 12
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt03067
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt02325
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IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt0213384
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Additional Funding for School Activities; Donation; Woodland Elementary School: 6923 Dutchland Blvd, Middletown, OH, 45044; supported school, 6876.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1HUB Support; Donation; Woodland Elementary School: 6923 Dutchland Blvd, Middletown, OH, 45044; supported school, 1431.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Grounds/Storage Room/Book Room/Recess Equipment; Donation; Woodland Elementary School: 6923 Dutchland Blvd, Middletown, OH, 45044; supported school, 1272.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Administrative 303.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4School Wide Programs 24495.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Insurance 430.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Hospitality & Teacher Appreciation 7288.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 10
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990EZ, Part I, Line 16
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
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ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-01
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ReturnHeader/Filer/BusinessNameControlTxt0WOOD
ReturnHeader/Filer/EIN0455579973
ReturnHeader/Filer/PhoneNum05132551649
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ReturnHeader/Filer/USAddress/CityNm0Middletown
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0311683754
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04760 Red Bank Expressway Suite 222
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Cincinnati
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
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ReturnHeader/PreparerPersonGrp/PhoneNum05132813333
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Michelle R Locey
ReturnHeader/ReturnTs02023-11-02T05:33:59-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Stephanie
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Murray
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

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