Civic Intelligence

Wilson Elementary PTO

990EZ • Fiscal year 2023 • EIN 83-4030374

Jul 01, 2022 to Jun 30, 2023 • Filed on Sep 12, 2023

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

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2023

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2023

Net Margin

5th percentile

-125%

Higher net margin than 5% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

88th percentile

$0

Higher top officer pay than 88% of similar nonprofits.

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

2nd percentile

-91%

Faster asset growth than 2% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

29th percentile

-13%

Faster revenue growth than 29% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$12,136

Down $116,147 (-91%) from 2022

Net Assets

Down

$12,136

Down $116,107 (-91%) from 2022

Liabilities

Down

$0

Down $40 (-100%) from 2022

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin5th percentile

Revenue

Down

$93,159

Down $14,312 (-13%) from 2022

Expenses

Up

$209,266

Up $161,262 (+336%) from 2022

Net Income

Down

-$116,107

Down $175,574 (-295%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth2nd percentile

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

2023

Assets$12,136
Liabilities$0
Net Assets$12,136
Open 2023 Filing

Operations Trend

Revenue Growth29th percentile

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

2023

Revenue$93,159
Expenses$209,266
Net Income-$116,107
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Sep 12, 2023
Return Version
2022v5.0
Gross Receipts
$93,159
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-$205,485
Compensation and Service Providers
Top Officer Pay88th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MAGGIE HUMMELPresident-$0--
MONICA HILERExecutive VI-$0--
TRACY PAPPENHEIMERTreasurer-$0--
ERIN LEPHEWRecording Se-$0--
JEFF WEBBERTreasurer El-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Walkathon$34,814$34,814-$34,814
Total Events$34,814$34,814-$34,814
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
Jeff Webber
Title
Treasurer Elect
Phone
5132313240
Signed
2023-09-12
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 205,485 administrative expenses 3,781 total 209,266”

Form 990-ez, Part II, Line 26

“Accounts payable and accrued expenses 40 0”

Raw XML Appendix146 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/PersonNm0JEFF WEBBER
IRS990EZ/BooksInCareOfDetail/PhoneNum05134050044
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt02465 LITTLE DRY RUN ROAD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0CINCINNATI
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OH
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd045244
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0128283
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt012136
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt020124
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-116107
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0128283
IRS990EZ/Form990TotalAssetsGrp/EOYAmt012136
IRS990EZ/FundraisingGrossIncomeAmt034814
IRS990EZ/GrossReceiptsAmt093159
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0128243
IRS990EZ/NetAssetsOrFundBalancesEOYAmt012136
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0128243
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt012136
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt4000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MAGGIE HUMMEL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MONICA HILER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2TRACY PAPPENHEIMER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ERIN LEPHEW
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JEFF WEBBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1EXECUTIVE VI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3RECORDING SE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TREASURER EL
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt0209266
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROMOTE THE WELFARE OF CHILDREN THROUGH THE WILSON ELEMENTARY COMMUNITY
IRS990EZ/ProgramServiceRevenueAmt038221
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0WILSON ELEMENTARY PTO PROVIDES VOLUNTEER AND OTHER SUPPORT SERVICES FOR WILSON ELEMENTARY SCHOOL, STUDENT SUPPORT/ENRICHMENT/EDUCATION
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0205485
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsNetIncomeLossAmt034814
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt040
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0209266
IRS990EZ/TotalProgramServiceExpensesAmt0205485
IRS990EZ/TotalRevenueAmt093159
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.WILSON-PTO.COM
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt020124
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt019043
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt014236
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt030002
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt083405
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt073035
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt088428
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt032233
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt076513
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0270209
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0353614
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt093159
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0107471
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt046469
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0106515
IRS990ScheduleA/Total509Grp/TotalAmt0353614
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt093159
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0107471
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt046469
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0106515
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0353614
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0WALKATHON
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt034814
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt034814
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt034814
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt034814
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt034814
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES DIRECT PROGRAM SERVICE EX 205,485 ADMINISTRATIVE EXPENSES 3,781 TOTAL 209,266
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACCOUNTS PAYABLE AND ACCRUED EXPENSES 40 0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 26
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JEFF WEBBER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER ELECT
ReturnHeader/BusinessOfficerGrp/PhoneNum05132313240
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-09-12
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/IRSResponsiblePrtyInfoCurrInd0false
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/PreparationDt02023-09-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SHANNON K CHAVEZ CPA
ReturnHeader/ReturnTs02023-09-12T10:51:45-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JEFF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0WEBBER
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$12,136
Liabilities
$0
Net assets
$12,136
Revenue
$93,159
Expenses
$209,266
Net income
-$116,107
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