Civic Intelligence

Wilson Elementary PTO

990EZ • Fiscal year 2020 • EIN 83-4030374

Jul 01, 2019 to Jun 30, 2020 • Filed on Sep 16, 2020

Organization ProfileWWW.WILSON-PTO.COM
2465 Little Dry RunCincinnati, OH 45244

(513) 231-3240

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

55th percentile

0.00x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

87th percentile

45%

Higher net margin than 87% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

Score unavailable

No value available

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

Source year 2020

Revenue Growth

Score unavailable

No value available

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

Source year 2020

Balance Sheet
Liabilities / Assets55th percentile

Assets

$47,879

No earlier filing loaded for comparison.

Net Assets

$47,879

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin87th percentile

Revenue

$105,124

No earlier filing loaded for comparison.

Expenses

$57,745

No earlier filing loaded for comparison.

Net Income

$47,379

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$150K$100K$50K$0Assets 2020: $47,879Liabilities 2020: $0Net Assets 2020: $47,8792020Assets 2021: $68,776Liabilities 2021: $0Net Assets 2021: $68,7762021Assets 2022: $128,283Liabilities 2022: $40Net Assets 2022: $128,2432022Assets 2023: $12,136Liabilities 2023: $0Net Assets 2023: $12,1362023Assets 2024: $55,586Liabilities 2024: $0Net Assets 2024: $55,5862024Assets 2025: $24,284Net Assets 2025: $24,2842025

Highlighted filing

2020

Assets$47,879
Liabilities$0
Net Assets$47,879
Open 2020 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$300K$200K$100K$0-$100K-$200KRevenue 2020: $105,124Expenses 2020: $57,745Net Income 2020: $47,3792020Revenue 2021: $43,975Expenses 2021: $23,078Net Income 2021: $20,8972021Revenue 2022: $107,471Expenses 2022: $48,004Net Income 2022: $59,4672022Revenue 2023: $93,159Expenses 2023: $209,266Net Income 2023: -$116,1072023Revenue 2024: $111,500Expenses 2024: $68,051Net Income 2024: $43,4492024Revenue 2025: $106,274Expenses 2025: $137,576Net Income 2025: -$31,3022025

Highlighted filing

2020

Revenue$105,124
Expenses$57,745
Net Income$47,379
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Sep 16, 2020
Return Version
2019v5.0
Gross Receipts
$106,515
Mission and Program Overview

Mission

To promote the welfare of children through the wilson elementary community

Program Services

DescriptionGrantsExpenses
WILSON ELEMENTARY PTO PROVIDES VOLUNTEER AND OTHER SUPPORT SERVICES FOR WILSON ELEMENTARY SCHOOL, STUDENT SUPPORT/ENRICHMENT/EDUCATION-$53,860
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARY FORTEPresidentPT$0--
MAGGIE HUMMELExecutive VIPT$0--
TRACY PAPPENHEIMERTreasurerPT$0--
SARAH MCGOUGHRecording SePT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Walkathon$29,706$29,706$1,391$28,315
Total Events$29,706$29,706$1,391$28,315
Filing and Contact Details

Filer

Filer Name
Wilson Elementary Pto Inc
EIN
83-4030374
Phone
5132313240
Address
2465 LITTLE DRY RUN, CINCINNATI, OH 45244

Signing Officer

Name
Tracy Pappenheimer
Title
Treasurer
Phone
5132313240
Signed
2020-09-16
Discuss with paid preparer
Yes

Preparer

Firm
Shannon K Chavez CPA Inc
Address
1080 NIMITZVIEW DRIVE SUITE 304, CINCINNATI, OH 45230
Preparer
Shannon K Chavez CPA
Phone
5136730045
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses direct program service ex 53,860 administrative expenses 3,885 total 57,745”

Raw XML Appendix134 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/PersonNm0TRACY PAPPENHEIMER
IRS990EZ/BooksInCareOfDetail/PhoneNum05132313240
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt02465 LITLE DRY RUN ROAD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0CINCINNATI
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OH
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd045244
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0500
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt047879
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt030002
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt047379
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0500
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IRS990EZ/FundraisingGrossIncomeAmt029706
IRS990EZ/GrossReceiptsAmt0106515
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitialReturnInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0500
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IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0500
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt047879
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt015.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt310.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MARY FORTE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MAGGIE HUMMEL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2TRACY PAPPENHEIMER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3SARAH MCGOUGH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1EXECUTIVE VI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3RECORDING SE
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt057745
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROMOTE THE WELFARE OF CHILDREN THROUGH THE WILSON ELEMENTARY COMMUNITY
IRS990EZ/ProgramServiceRevenueAmt046807
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0WILSON ELEMENTARY PTO PROVIDES VOLUNTEER AND OTHER SUPPORT SERVICES FOR WILSON ELEMENTARY SCHOOL, STUDENT SUPPORT/ENRICHMENT/EDUCATION
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt053860
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt01391
IRS990EZ/SpecialEventsNetIncomeLossAmt028315
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt057745
IRS990EZ/TotalProgramServiceExpensesAmt053860
IRS990EZ/TotalRevenueAmt0105124
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.WILSON-PTO.COM
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt030002
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt030002
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt076513
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt076513
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0106515
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0106515
IRS990ScheduleA/Total509Grp/TotalAmt0106515
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0106515
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0106515
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt01391
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0WALKATHON
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt029706
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt029706
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt029706
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt029706
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt028315
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt01391
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt01391
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES DIRECT PROGRAM SERVICE EX 53,860 ADMINISTRATIVE EXPENSES 3,885 TOTAL 57,745
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0TRACY PAPPENHEIMER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05132313240
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-09-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WILSON ELEMENTARY PTO INC
ReturnHeader/Filer/BusinessNameControlTxt0WILS
ReturnHeader/Filer/EIN0834030374
ReturnHeader/Filer/PhoneNum05132313240
ReturnHeader/Filer/USAddress/AddressLine1Txt02465 LITTLE DRY RUN
ReturnHeader/Filer/USAddress/CityNm0CINCINNATI
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd045244
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0E9F97B6099467B235611EF4838F58A4DEDA57A2D
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId048B4CE173A7023BEF21DFF8820364C5E870A8F35
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt052.37.240.203
ReturnHeader/FilingSecurityInformation/IPDt02020-09-15
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm012:00:04
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0200939995
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SHANNON K CHAVEZ CPA INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01080 NIMITZVIEW DRIVE SUITE 304
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CINCINNATI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd045230
ReturnHeader/PreparerPersonGrp/PhoneNum05136730045
ReturnHeader/PreparerPersonGrp/PreparationDt02020-09-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SHANNON K CHAVEZ CPA
ReturnHeader/ReturnTs02020-09-15T12:00:04-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$47,879
Liabilities
$0
Net assets
$47,879
Revenue
$105,124
Expenses
$57,745
Net income
$47,379
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.24$0.24$1.06$1.38$0.31
2024Detailed filing. Detailed filing data is available for this year.$0.56$0.00$0.56$1.12$0.68$0.43
2023Detailed filing. Detailed filing data is available for this year.$0.12$0.00$0.12$0.93$2.09$1.16
2022Detailed filing. Detailed filing data is available for this year.$1.28$0.00$1.28$1.07$0.48$0.59
2021Detailed filing. Detailed filing data is available for this year.$0.69$0.00$0.69$0.44$0.23$0.21
2020Detailed filing. Detailed filing data is available for this year.$0.48$0.00$0.48$1.05$0.58$0.47