Civic Intelligence

Oakwood Elementary PTO Inc

990EZ • Fiscal year 2016 • EIN 61-1445217

Jul 01, 2015 to Jun 30, 2016 • Filed on Sep 07, 2016

Organization ProfileN/A
8335 Rd 187Oakwood, OH 45873

(419) 594-3548

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

92nd percentile

50%

Higher net margin than 92% 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

90th percentile

89%

Faster asset growth than 90% of similar nonprofits.

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

Revenue Growth

94th percentile

132%

Faster revenue growth than 94% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$13,187

Up $6,226 (+89%) from 2015

Net Assets

Up

$13,187

Up $6,226 (+89%) from 2015

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin92nd percentile

Revenue

Up

$12,508

Up $7,107 (+132%) from 2015

Expenses

Up

$6,282

Up $2,013 (+47%) from 2015

Net Income

Up

$6,226

Up $5,094 (+450%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth90th percentile

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

$20K$15K$10K$5.0K$0Assets 2013: $6,706Liabilities 2013: $02013Assets 2015: $6,961Net Assets 2015: $6,9612015Assets 2016: $13,187Net Assets 2016: $13,1872016Assets 2017: $10,192Net Assets 2017: $10,1922017Assets 2023: $17,222Net Assets 2023: $17,2222023Assets 2024: $12,628Liabilities 2024: $02024Assets 2025: $12,204Net Assets 2025: $12,2042025

Highlighted filing

2016

Assets$13,187
Liabilities-
Net Assets$13,187
Open 2016 Filing

Operations Trend

Revenue Growth94th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$100K$50K$0-$50KRevenue 2013: $6,334Expenses 2013: $5,478Net Income 2013: $8562013Revenue 2015: $5,401Expenses 2015: $4,269Net Income 2015: $1,1322015Revenue 2016: $12,508Expenses 2016: $6,282Net Income 2016: $6,2262016Revenue 2017: $5,901Expenses 2017: $8,896Net Income 2017: -$2,9952017Revenue 2023: $85,321Expenses 2023: $75,564Net Income 2023: $9,7572023Revenue 2024: $73,283Expenses 2024: $77,877Net Income 2024: -$4,5942024Revenue 2025: $69,574Expenses 2025: $69,998Net Income 2025: -$4242025

Highlighted filing

2016

Revenue$12,508
Expenses$6,282
Net Income$6,226
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Sep 7, 2016
Return Version
2015v2.1
Gross Receipts
$78,917
Mission and Program Overview

Mission

Promote the welfare of children at home, school and in the community.

Program Services

DescriptionGrantsExpenses
PROVIDE SCHOOL SUPPLIES AND SUPPORT EDUCATIONAL PROGRAMS FOR THE OAKWOOD ELEMENTARY STUDENTS.$3,134$3,361
STIPENDS TO ENABLE TEACHERS TO PURCHASE THE NECESSARY CLASSROOM SUPPLIES TO ENHANCE THE LEARNING EXPERIENCE OF STUDENTS. BENEFITS APPROXIMATELY 500 STUDENTS IN GRADES K-6 AT OAKWOOD ELEMENTARY SCHOOL.$1,996$1,996
PROVIDE SCHOLARSHIPS TO STUDENTS TO AID IN THEIR CONTINUED EDUCATION.$400$400
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DEIDRE MILLERPresident-$0--
JOANN BAILVice Preside-$0--
MANDY WOODSTreasurer-$0--
AMBER BROWNSecretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Script Program$59,983$59,983$54,490$5,493
Tumblers$9,425$9,425$7,675$1,750
Total Events$74,918$74,918$65,202$9,716
Filing and Contact Details

Filer

Filer Name
Oakwood Elementary Pto Inc
EIN
61-1445217
Phone
4195943548
Address
8335 RD 187, OAKWOOD, OH 45873

Signing Officer

Name
Deidre Miller
Title
President
Phone
4195943548
Signed
2016-09-07
Discuss with paid preparer
Yes

Preparer

Firm
Bashore Reineck Stoller & Waterman Inc
Address
PO BOX 249, PAULDING, OH 45879
Preparer
Matthew F Reineck CPA
Phone
4193993686
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8

“Target rebate 196 meijer rewards 103 misc 20 total 319”

Form 990-ez, Part I, Line 16

“Expenses yearly magnets 225 office 2 total 227”

Raw XML Appendix159 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/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0DEIDRE MILLER
IRS990EZ/BooksInCareOfDetail/PhoneNum04195943548
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt09167 RD 177
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0OAKWOOD
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OH
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd045873
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt06961
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt013187
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt06226
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0525
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt06961
IRS990EZ/Form990TotalAssetsGrp/EOYAmt013187
IRS990EZ/FundraisingGrossIncomeAmt078598
IRS990EZ/GrantsAndSimilarAmountsPaidAmt05530
IRS990EZ/GrossReceiptsAmt078917
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt06961
IRS990EZ/NetAssetsOrFundBalancesEOYAmt013187
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt06961
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt013187
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0DEIDRE MILLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JOANN BAIL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MANDY WOODS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3AMBER BROWN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt0227
IRS990EZ/OtherRevenueTotalAmt0319
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROMOTE THE WELFARE OF CHILDREN AT HOME, SCHOOL AND IN THE COMMUNITY.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0STIPENDS TO ENABLE TEACHERS TO PURCHASE THE NECESSARY CLASSROOM SUPPLIES TO ENHANCE THE LEARNING EXPERIENCE OF STUDENTS. BENEFITS APPROXIMATELY 500 STUDENTS IN GRADES K-6 AT OAKWOOD ELEMENTARY SCHOOL.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1PROVIDE SCHOLARSHIPS TO STUDENTS TO AID IN THEIR CONTINUED EDUCATION.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2PROVIDE SCHOOL SUPPLIES AND SUPPORT EDUCATIONAL PROGRAMS FOR THE OAKWOOD ELEMENTARY STUDENTS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt01996
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt1400
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt23134
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt01996
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt1400
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt23361
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt066409
IRS990EZ/SpecialEventsNetIncomeLossAmt012189
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0OH
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt06282
IRS990EZ/TotalProgramServiceExpensesAmt05757
IRS990EZ/TotalRevenueAmt012508
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt040
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt068
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0108
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt078917
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt062474
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt058015
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt064944
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt038882
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0303232
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0303340
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt078917
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt062474
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt058015
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt064984
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt038950
IRS990ScheduleA/Total509Grp/TotalAmt0303340
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt078917
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt062474
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt058015
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt064984
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt038950
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0303340
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt065202
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0SCRIPT PROGRAM
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0TUMBLERS
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt059983
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt09425
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt05510
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt074918
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt059983
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt09425
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt05510
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt074918
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt09716
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt03037
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt065202
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt054490
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt07675
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TARGET REBATE 196 MEIJER REWARDS 103 MISC 20 TOTAL 319
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES YEARLY MAGNETS 225 OFFICE 2 TOTAL 227
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DEIDRE MILLER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04195943548
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-09-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0OAKWOOD ELEMENTARY PTO INC
ReturnHeader/Filer/BusinessNameControlTxt0OAKW
ReturnHeader/Filer/EIN0611445217
ReturnHeader/Filer/PhoneNum04195943548
ReturnHeader/Filer/USAddress/AddressLine1Txt08335 RD 187
ReturnHeader/Filer/USAddress/CityNm0OAKWOOD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd045873
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0341495118
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BASHORE REINECK STOLLER & WATERMAN INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 249
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PAULDING
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd045879
ReturnHeader/PreparerPersonGrp/PhoneNum04193993686
ReturnHeader/PreparerPersonGrp/PreparationDt02016-09-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MATTHEW F REINECK CPA
ReturnHeader/ReturnTs02016-09-19T07:00:36-05:00
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
$13,187
Liabilities
-
Net assets
$13,187
Revenue
$12,508
Expenses
$6,282
Net income
$6,226
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$12.2$12.2$69.6$70.0$0.42
2024Summary only. Only limited summary data is available for this year.$12.6$0.00$73.3$77.9$4.59
2023Detailed filing. Detailed filing data is available for this year.$17.2$17.2$85.3$75.6$9.76
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.2$10.2$5.90$8.90$3.00
2016Detailed filing. Detailed filing data is available for this year.$13.2$13.2$12.5$6.28$6.23
2015Detailed filing. Detailed filing data is available for this year.$6.96$6.96$5.40$4.27$1.13
2013Summary only. Only limited summary data is available for this year.$6.71$0.00$6.33$5.48$0.86