Civic Intelligence

Wilson Elementary PTO

990EZ • Fiscal year 2024 • EIN 83-4030374

Jul 01, 2023 to Jun 30, 2024 • Filed on Oct 08, 2024

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

56th percentile

0.00x

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

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

Liabilities / Revenue

57th percentile

0.00x

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

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

Net Margin

87th percentile

39%

Higher net margin than 87% 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

97th percentile

358%

Faster asset growth than 97% of similar nonprofits.

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

Revenue Growth

68th percentile

20%

Faster revenue growth than 68% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$55,586

Up $43,450 (+358%) from 2023

Net Assets

Up

$55,586

Up $43,450 (+358%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin87th percentile

Revenue

Up

$111,500

Up $18,341 (+20%) from 2023

Expenses

Down

$68,051

Down $141,215 (-67%) from 2023

Net Income

Up

$43,449

Up $159,556 (+137%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth97th 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

2024

Assets$55,586
Liabilities$0
Net Assets$55,586
Open 2024 Filing

Operations Trend

Revenue Growth68th 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

2024

Revenue$111,500
Expenses$68,051
Net Income$43,449
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Oct 8, 2024
Return Version
2023v5.0
Gross Receipts
$114,940
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-$64,569
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SARAH MCGOUGHPresident-$0--
JESS SANKALExecutive VI-$0--
JEFF WEBBERTreasurer-$0--
DERBHILE LEVINRecording Se-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Walkathon$50,185$50,185$3,440$46,745
Total Events$50,185$50,185$3,440$46,745
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
Phone
5132313240
Signed
2024-10-08
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 64,569 administrative expenses 3,482 total 68,051”

Raw XML Appendix144 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/PhoneNum05132313240
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt02465 LITLE DRY RUN ROAD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0CINCINNATI
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OH
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd045244
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt012137
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt055586
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt025607
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt043449
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
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IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt012137
IRS990EZ/Form990TotalAssetsGrp/EOYAmt055586
IRS990EZ/FundraisingGrossIncomeAmt050185
IRS990EZ/GrossReceiptsAmt0114940
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt012137
IRS990EZ/NetAssetsOrFundBalancesEOYAmt055586
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt012137
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt055586
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0SARAH MCGOUGH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JESS SANKAL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JEFF WEBBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3DERBHILE LEVIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1EXECUTIVE VI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3RECORDING SE
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt068051
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROMOTE THE WELFARE OF CHILDREN THROUGH THE WILSON ELEMENTARY COMMUNITY
IRS990EZ/ProgramServiceRevenueAmt039148
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0WILSON ELEMENTARY PTO PROVIDES VOLUNTEER AND OTHER SUPPORT SERVICES FOR WILSON ELEMENTARY SCHOOL, STUDENT SUPPORT/ENRICHMENT/EDUCATION
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt064569
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt03440
IRS990EZ/SpecialEventsNetIncomeLossAmt046745
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt068051
IRS990EZ/TotalProgramServiceExpensesAmt064569
IRS990EZ/TotalRevenueAmt0111500
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.WILSON-PTO.COM
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt025607
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt020124
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt019043
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt014236
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt030002
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0109012
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt089333
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt073035
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt088428
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt032233
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt076513
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0359542
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0468554
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0114940
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt093159
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0107471
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt046469
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0106515
IRS990ScheduleA/Total509Grp/TotalAmt0468554
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0114940
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt093159
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0107471
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt046469
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0106515
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0468554
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt03440
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0WALKATHON
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt050185
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt050185
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt050185
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt050185
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt046745
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt03440
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt03440
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES DIRECT PROGRAM SERVICE EX 64,569 ADMINISTRATIVE EXPENSES 3,482 TOTAL 68,051
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JEFF WEBBER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05132313240
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-10-08
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/PreparationDt02024-10-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SHANNON K CHAVEZ CPA
ReturnHeader/ReturnTs02024-10-08T14:53:01-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$55,586
Liabilities
$0
Net assets
$55,586
Revenue
$111,500
Expenses
$68,051
Net income
$43,449
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