Civic Intelligence

Willowville Elementary PTO

990EZ • Fiscal year 2021 • EIN 83-0506374

Jul 01, 2020 to Jun 30, 2021 • Filed on Nov 08, 2021

Organization Profilewvpto.ptboard.com
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

56th percentile

0.00x

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

56th percentile

0.00x

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Net Margin

3rd percentile

-425%

Higher net margin than 3% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

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.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

11th percentile

-39%

Faster asset growth than 11% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

5th percentile

-89%

Faster revenue growth than 5% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets56th percentile

Assets

Down

$27,044

Down $17,289 (-39%) from 2020

Net Assets

Down

$27,044

Down $17,289 (-39%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin3rd percentile

Revenue

Down

$4,071

Down $33,143 (-89%) from 2020

Expenses

Up

$21,360

Up $1,098 (+5.4%) from 2020

Net Income

Down

-$17,289

Down $34,241 (-202%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth11th percentile

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

2021

Assets$27,044
Liabilities$0
Net Assets$27,044
Open 2021 Filing

Operations Trend

Revenue Growth5th percentile

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

2021

Revenue$4,071
Expenses$21,360
Net Income-$17,289
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Nov 8, 2021
Return Version
2020v4.1
Gross Receipts
$30,518
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.

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.$18,214$26,447
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Amber PleimanPresidentPT$0--
Tina CarperSecretaryPT$0--
Linda ToshTreasurerPT$0--
Kathy SintzHistorianPT$0--
Teresa JohnsVice PresidentPT$0--
Megan Henderlight2nd Vice PresidentPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Walk-a-Thon$18,214-$6,595-
Restaurant Nights$11,205$11,205$19,852$-8,647
Total Events$29,419$11,205$26,447$-15,242
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
Sammy Wingate
Title
Treasurer
Phone
5139436800
Signed
2021-11-08
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: 424.”

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

“Description: Budgets. Amount: 10,489. Description: Student of the Month. Amount: 1,178. Description: Teacher Appreciation. Amount: 6,138. Description: Historian. Amount: 351. Total to Form 990-EZ, line 16: 18,156.”

Raw XML Appendix181 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.

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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt52nd Vice President
IRS990EZ/OperateHospitalInd00
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IRS990EZ/OrganizationDissolvedEtcInd00
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description: Other Income. Amount: 424.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description: Budgets. Amount: 10,489. Description: Student of the Month. Amount: 1,178. Description: Teacher Appreciation. Amount: 6,138. Description: Historian. Amount: 351. Total to Form 990-EZ, line 16: 18,156.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 8 - Other Revenue
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
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ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Sammy Wingate
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum05139436800
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-08
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/PreparerFirmGrp/PreparerFirmEIN0300132514
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Brixey & Meyer Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02991 Newmark Drive
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd045342
ReturnHeader/PreparerPersonGrp/PhoneNum09372914110
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Matthew T Dickert
ReturnHeader/ReturnTs02021-11-08T14:22:06-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Sammy
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Wingate
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$27,044
Liabilities
$0
Net assets
$27,044
Revenue
$4,071
Expenses
$21,360
Net income
-$17,289
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$24.7$0.20$24.5$35.3$40.8$5.56
2024Detailed filing. Detailed filing data is available for this year.$30.2$0.20$30.0$42.9$49.7$6.82
2023Detailed filing. Detailed filing data is available for this year.$36.9$0.00$36.9$40.5$40.3$0.20
2022Detailed filing. Detailed filing data is available for this year.$37.4$0.75$36.7$41.6$31.9$9.63
2021Detailed filing. Detailed filing data is available for this year.$27.0$0.00$27.0$4.07$21.4$17.3
2020Detailed filing. Detailed filing data is available for this year.$44.3$0.00$44.3$37.2$20.3$17.0
2019Detailed filing. Detailed filing data is available for this year.$27.4$0.00$27.4$27.1$25.0$2.07
2012Summary only. Only limited summary data is available for this year.$21.5$0.00$46.5$56.3$9.81