Civic Intelligence

Willowville Elementary PTO

990EZ • Fiscal year 2019 • EIN 83-0506374

Jul 01, 2018 to Jun 30, 2019 • Filed on Feb 08, 2020

4529 Schoolhouse RdBatavia, OH 45103

(513) 943-6800

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

57th percentile

0.00x

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

59th percentile

7.6%

Higher net margin than 59% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2019

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2019

Assets

Up

$27,421

Up $5,888 (+27%) from 2012

Net Assets

$27,421

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2012

Revenue

Down

$27,087

Down $19,387 (-42%) from 2012

Expenses

Down

$25,015

Down $31,264 (-56%) from 2012

Net Income

Up

$2,072

Up $11,877 (+121%) from 2012

Historical Trend

Balance Sheet Trend

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

$60K$40K$20K$0Assets 2012: $21,533Liabilities 2012: $02012Assets 2019: $27,421Liabilities 2019: $0Net Assets 2019: $27,4212019Assets 2020: $44,333Liabilities 2020: $0Net Assets 2020: $44,3332020Assets 2021: $27,044Liabilities 2021: $0Net Assets 2021: $27,0442021Assets 2022: $37,419Liabilities 2022: $750Net Assets 2022: $36,6692022Assets 2023: $36,867Liabilities 2023: $0Net Assets 2023: $36,8672023Assets 2024: $30,244Liabilities 2024: $200Net Assets 2024: $30,0442024Assets 2025: $24,687Liabilities 2025: $200Net Assets 2025: $24,4872025

Highlighted filing

2019

Assets$27,421
Liabilities$0
Net Assets$27,421

Operations Trend

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

$60K$40K$20K$0-$20KRevenue 2012: $46,474Expenses 2012: $56,279Net Income 2012: -$9,8052012Revenue 2019: $27,087Expenses 2019: $25,015Net Income 2019: $2,0722019Revenue 2020: $37,214Expenses 2020: $20,262Net Income 2020: $16,9522020Revenue 2021: $4,071Expenses 2021: $21,360Net Income 2021: -$17,2892021Revenue 2022: $41,559Expenses 2022: $31,934Net Income 2022: $9,6252022Revenue 2023: $40,453Expenses 2023: $40,255Net Income 2023: $1982023Revenue 2024: $42,871Expenses 2024: $49,694Net Income 2024: -$6,8232024Revenue 2025: $35,266Expenses 2025: $40,823Net Income 2025: -$5,5572025

Highlighted filing

2019

Revenue$27,087
Expenses$25,015
Net Income$2,072
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Feb 8, 2020
Return Version
2018v3.1
Gross Receipts
$72,423
Mission and Program Overview

Mission

Parents, teachers, and staff working together to enrich the lives of all Willowville students. Our primary objective is to equip Willowville Elementary with the funds necessary to provide programs, resources, and services, that will maximize the educational experience of every student.

Parents, teachers, and staff working together to enrich the lives of all Willowville students. Our primary objective is to equip Willowville Elementary with the funds necessary to provide programs, resources, and services that will maximize the educational experience of every student.

Program Services

DescriptionGrantsExpenses
Parents, teachers, and staff working together to enrich the lives of all Willowville students. Our primary objective is to equip Willowville Elementary with the funds necessary to provide programs, resources, and services that will maximize the educational experience of every student.$43,328$25,109
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Erin SmithHistorianPT$0--
Kristy EmeryPresidentPT$0--
Lacey PoynterSecretaryPT$0--
Lisa Coon2nd Vice PresidentPT$0--
Kristal AbelTreasurerPT$0--
Tricia LanhamHistorianPT$0--
Amber PleimanVice PresidentPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Walk-a-Thon$22,992-$6,628-
Grandparent's Dinner$3,925$3,925-$3,925
Total Events$68,305$45,313$45,336$-23
Filing and Contact Details

Filer

Filer Name
Willowville Elementary PTO
EIN
83-0506374
Phone
5139436800
Address
4529 Schoolhouse Rd, Batavia, OH 45103

Signing Officer

Name
Linda Tosh
Title
Treasurer
Phone
5139436800
Signed
2020-02-08
Discuss with paid preparer
Yes

Preparer

Firm
Brixey & Meyer Inc
Address
2991 Newmark Drive, Miamisburg, OH 45342
Preparer
Matthew T Dickert
Phone
9372914110
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 8 - Other Revenue

Description: Other Income. Amount: 3,697.

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

Description: Budgets. Amount: 3,000. Description: Agendas. Amount: 1,560. Description: Membership Fees. Amount: 40. Description: Student of the Month. Amount: 454. Description: Teacher Appreciation. Amount: 4,835. Description: General/Voted on Items. Amount: 6,204. Description: Study Island. Amount: 5,717. Description: Historian. Amount: 955. Description: 5th Grade Field Trip. Amount: 1,500. Total to Form 990-EZ, line 16: 24,265.

Raw XML Appendix185 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/PhoneNum05138022465
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt04529 Schoolhouse Rd
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IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt025349
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Erin Smith
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Kristy Emery
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Lacey Poynter
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Lisa Coon
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Kristal Abel
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Tricia Lanham
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Amber Pleiman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Historian
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt32nd Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Historian
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Vice President
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt024265
IRS990EZ/OtherRevenueTotalAmt03697
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
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IRS990EZ/PoliticalCampaignActyInd00
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt025109
IRS990EZ/ProhibitedTaxShelterTransInd00
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IRS990EZ/SpecialEventsNetIncomeLossAmt0-23
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IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
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IRS990EZ/TanningServicesProvidedInd00
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IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
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IRS990EZ/WebsiteAddressTxt0wvpto.ptboard.com
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IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
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IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
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IRS990ScheduleA/Total509Grp/TotalAmt072423
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt072423
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt072423
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt022992
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt022992
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt045336
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Walk-a-Thon
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Grandparent's Dinner
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent2Amt03004
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageOtherEventsAmt0508
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt03512
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt022992
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt03925
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt041388
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt068305
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt03925
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt041388
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt045313
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-23
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt035196
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt041824
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt06628
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt04
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description: Other Income. Amount: 3,697.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description: Budgets. Amount: 3,000. Description: Agendas. Amount: 1,560. Description: Membership Fees. Amount: 40. Description: Student of the Month. Amount: 454. Description: Teacher Appreciation. Amount: 4,835. Description: General/Voted on Items. Amount: 6,204. Description: Study Island. Amount: 5,717. Description: Historian. Amount: 955. Description: 5th Grade Field Trip. Amount: 1,500. Total to Form 990-EZ, line 16: 24,265.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 8 - Other Revenue
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 16 - Other Expenses
ReturnHeader/BuildTS02020-09-22 18:59:49Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Linda Tosh
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum05139436800
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-02-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Willowville Elementary PTO
ReturnHeader/Filer/BusinessNameControlTxt0WILL
ReturnHeader/Filer/EIN0830506374
ReturnHeader/Filer/PhoneNum05139436800
ReturnHeader/Filer/USAddress/AddressLine1Txt04529 Schoolhouse Rd
ReturnHeader/Filer/USAddress/CityNm0Batavia
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd045103
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId03A3F8C403A4FF41D8A66721DDD63528B02540626
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ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt074.83.167.107
ReturnHeader/FilingSecurityInformation/IPDt02020-02-08
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ES
ReturnHeader/FilingSecurityInformation/IPTm008:54:45
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0300132514
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Brixey & Meyer Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02991 Newmark Drive
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Miamisburg
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd045342
ReturnHeader/PreparerPersonGrp/PhoneNum09372914110
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Matthew T Dickert
ReturnHeader/ReturnTs02020-02-26T13:48:14-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

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