Civic Intelligence

Willowville Elementary PTO

990EZ • Fiscal year 2024 • EIN 83-0506374

Jul 01, 2023 to Jun 30, 2024 • Filed on Nov 04, 2024

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

63rd percentile

0.01x

Higher debt load relative to assets than 63% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

62nd percentile

0.00x

Higher debt load relative to revenue than 62% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

21st percentile

-16%

Higher net margin than 21% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

25th percentile

-18%

Faster asset growth than 25% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

54th percentile

6.0%

Faster revenue growth than 54% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Assets

Down

$30,244

Down $6,623 (-18%) from 2023

Net Assets

Down

$30,044

Down $6,823 (-19%) from 2023

Liabilities

Up

$200

Up $200 from 2023

Revenue

Up

$42,871

Up $2,418 (+6.0%) from 2023

Expenses

Up

$49,694

Up $9,439 (+23%) from 2023

Net Income

Down

-$6,823

Down $7,021 (-3546%) from 2023

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

2024

Assets$30,244
Liabilities$200
Net Assets$30,044

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

2024

Revenue$42,871
Expenses$49,694
Net Income-$6,823
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Nov 4, 2024
Return Version
2023v5.1
Gross Receipts
$97,017
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.$0$50,411
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Teresa JohnsPresidentPT$0--
Tammy StantonSecretaryPT$0--
Chrystin WilmothTreasurerPT$0--
Emily ZetterbergHistorianPT$0--
Amy KleimeyerVice PresidentPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Walk-a-Thon$49,646-$14,852-
Spring Carnival$9,496$9,496$4,075$5,421
Total Events$92,098$42,452$53,702$-11,250
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
Chrystin Wilmoth
Title
Treasurer
Phone
5139436800
Signed
2024-11-04
Discuss with paid preparer
Yes

Preparer

Firm
Brixey & Meyer Inc
Address
2991 Newmark Drive, Miamisburg, OH 45342
Preparer
Victoria L Koeper
Phone
9372914110
Supplemental Narrative

Additional Explanations

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

Description: Other Income. Amount: 551.

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

Description: Budgets. Amount: 10,648. Description: Student of the Month. Amount: 750. Description: Teacher Appreciation. Amount: 5,808. Description: Historian. Amount: 49. Description: Membership. Amount: 165. Description: Transportation. Amount: 4,585. Description: General/Voted On Items. Amount: 12,315. Description: Playground Shade. Amount: 7,720. Description: Testing Incentives. Amount: 460. Description: Landscaping. Amount: 46. Description: Popsicles on the Playground. Amount: 368. Description: Kroger Rewards. Amount: 18. Description: Health Aid. Amount: 73. Description: Outdoor Water Fountain. Amount: 3,106. Total to Form 990-EZ, line 16: 46,111.

Form 990-EZ, Part II, Line 26 - Other Liabilities

Description: Outstanding Checks. Beg. of Year Amount: 0. End of Year Amount: 200.

Raw XML Appendix187 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/PartVIHghstPdCntrctProfSrvcTxt0NONE
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IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0Parents, 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.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Parents, 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.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
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IRS990EZ/ProhibitedTaxShelterTransInd00
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description: Other Income. Amount: 551.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description: Budgets. Amount: 10,648. Description: Student of the Month. Amount: 750. Description: Teacher Appreciation. Amount: 5,808. Description: Historian. Amount: 49. Description: Membership. Amount: 165. Description: Transportation. Amount: 4,585. Description: General/Voted On Items. Amount: 12,315. Description: Playground Shade. Amount: 7,720. Description: Testing Incentives. Amount: 460. Description: Landscaping. Amount: 46. Description: Popsicles on the Playground. Amount: 368. Description: Kroger Rewards. Amount: 18. Description: Health Aid. Amount: 73. Description: Outdoor Water Fountain. Amount: 3,106. Total to Form 990-EZ, line 16: 46,111.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Description: Outstanding Checks. Beg. of Year Amount: 0. End of Year Amount: 200.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 8 - Other Revenue
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 16 - Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part II, Line 26 - Other Liabilities
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Chrystin Wilmoth
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum05139436800
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-04
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/IRSResponsiblePrtyInfoCurrInd00
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/PreparationDt02024-11-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Victoria L Koeper
ReturnHeader/ReturnTs02024-11-06T11:09:47-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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