Civic Intelligence

Woodland Elementary PTO

990EZ • Fiscal year 2016 • EIN 45-5579973

Jul 01, 2015 to Jun 30, 2016 • Filed on Oct 24, 2016

Organization ProfileN/A
6923 Dutchland BlvdMiddletown, OH 45044

(513) 255-1649

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2016

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2016

Net Margin

27th percentile

-7.4%

Higher net margin than 27% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

26th percentile

-13%

Faster asset growth than 26% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

25th percentile

-18%

Faster revenue growth than 25% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$24,933

Down $3,651 (-13%) from 2015

Net Assets

Down

$24,933

Down $3,651 (-13%) from 2015

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin27th percentile

Revenue

Down

$49,419

Down $11,097 (-18%) from 2015

Expenses

Down

$53,070

Down $7,982 (-13%) from 2015

Net Income

Down

-$3,651

Down $3,115 (-581%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth26th percentile

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

$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

2016

Assets$24,933
Liabilities-
Net Assets$24,933
Open 2016 Filing

Operations Trend

Revenue Growth25th percentile

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

2016

Revenue$49,419
Expenses$53,070
Net Income-$3,651
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Oct 24, 2016
Return Version
2015v2.1
Gross Receipts
$61,964
Mission and Program Overview

Mission

To provide support for Woodland Elementary students and staff

Program Services

DescriptionGrantsExpenses
TECHNOLOGY-IPADS-$13,115
SCHOOL WIDE PROGRAMS-$9,119
GRADE LEVEL AND EDUCATIONAL SUPPORT-$4,645
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CHRISTY LILLISCo-President-$0--
KRISTEN WARRENCo-President-$0--
DONNA HANSONTreasurer-$0--
CINDY MULLENSecretary-$0--
AUNDREA WEAVERDpc Rep-$0--
AMANDA UPSHAWDpc Rep-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Magazine sale$20,965$20,965$9,322$11,643
Carnival$7,641$7,641$3,801$3,840
Total Events$28,606$28,606$13,123$15,483
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
Donna Hanson
Title
Treasurer
Phone
5132551649
Signed
2016-10-24
Discuss with paid preparer
Yes

Preparer

Firm
Locey Cecil & Associates Ltd
Address
4760 Red Bank Expressway Suite 216, CINCINNATI, OH 45227
Preparer
Michelle R Locey
Phone
5132813333
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 8

“Reconciling Item 201.”

Form 990EZ, Part I, Line 16

“Admin expenses 619.”

Form 990EZ, Part I, Line 16

“Grade level and educational support 4645.”

Form 990EZ, Part I, Line 16

“Schoolwide programs 9119.”

Form 990EZ, Part I, Line 16

“Camp Kern 13572.”

Form 990EZ, Part I, Line 16

“Afterschool activities 4117.”

Form 990EZ, Part I, Line 16

“Chess club 4820.”

Form 990EZ, Part I, Line 16

“Spirit gear & shirts 1033.”

Form 990EZ, Part I, Line 16

“Scrip Gift Cards 2030.”

Form 990EZ, Part I, Line 16

“iPads & iPad Carts (donation to school) 13115.”

Raw XML Appendix184 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/PhoneNum05133607042
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0680 W Arielle Court
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Monroe
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OH
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd045050
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt028584
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt024933
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
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IRS990EZ/ExcessOrDeficitForYearAmt0-3651
IRS990EZ/ForeignFinancialAccountInd0false
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IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt028584
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IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt061964
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt01000
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt028584
IRS990EZ/NetAssetsOrFundBalancesEOYAmt024933
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt028584
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt024933
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt04.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt14.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt33.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0CHRISTY LILLIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1KRISTEN WARREN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2DONNA HANSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3CINDY MULLEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4AUNDREA WEAVER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5AMANDA UPSHAW
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Co-president
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Co-president
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DPC REP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DPC REP
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt053070
IRS990EZ/OtherRevenueTotalAmt0201
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0To provide support for Woodland Elementary students and staff
IRS990EZ/ProgramServiceRevenueAmt027803
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SCHOOL WIDE PROGRAMS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1TECHNOLOGY-IPADS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2GRADE LEVEL AND EDUCATIONAL SUPPORT
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt09119
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt113115
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt24645
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt012545
IRS990EZ/SpecialEventsNetIncomeLossAmt016061
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt053070
IRS990EZ/TotalProgramServiceExpensesAmt026879
IRS990EZ/TotalRevenueAmt049419
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt05354
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt014849
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt08438
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt016625
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt04179
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt049445
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt09
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt09
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt056409
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt055350
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt029790
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt053553
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt064221
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0259323
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt09
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt09
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/InvestmentIncomePYPct00.00010
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct00.99990
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt0308768
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt061763
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt070199
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt038228
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt070178
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt068400
IRS990ScheduleA/Total509Grp/TotalAmt0308768
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0308777
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt013123
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Magazine sale
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Carnival
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt020965
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt07641
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt028606
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt020965
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt07641
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt028606
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt015483
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt013123
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt09322
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt03801
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Reconciling Item 201.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Admin expenses 619.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Grade level and educational support 4645.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Schoolwide programs 9119.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Camp Kern 13572.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Afterschool activities 4117.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Chess club 4820.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Spirit gear & shirts 1033.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Scrip Gift Cards 2030.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9iPads & iPad Carts (donation to school) 13115.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990EZ, Part I, Line 16
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DONNA HANSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05132551649
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-10-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WOODLAND ELEMENTARY PTO
ReturnHeader/Filer/BusinessNameControlTxt0WOOD
ReturnHeader/Filer/EIN0455579973
ReturnHeader/Filer/PhoneNum05132551649
ReturnHeader/Filer/USAddress/AddressLine1Txt06923 Dutchland Blvd
ReturnHeader/Filer/USAddress/CityNm0Middletown
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd045044
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LOCEY CECIL & ASSOCIATES LTD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04760 Red Bank Expressway Suite 216
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CINCINNATI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd045227
ReturnHeader/PreparerPersonGrp/PhoneNum05132813333
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHELLE R LOCEY
ReturnHeader/ReturnTs02016-11-02T12:57:13-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$24,933
Liabilities
-
Net assets
$24,933
Revenue
$49,419
Expenses
$53,070
Net income
-$3,651
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