Civic Intelligence

Ortega Elementary School Parent Teacher Organization

990EZ • Fiscal year 2019 • EIN 14-1914941

Jul 01, 2018 to Jun 30, 2019 • Filed on Nov 20, 2019

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1283 Terra Nova BlvdPacifica, CA 94044

(650) 738-6670

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 2019

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2019

Net Margin

32nd percentile

-3.9%

Higher net margin than 32% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

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.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

36th percentile

-4.5%

Faster asset growth than 36% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

32nd percentile

-12%

Faster revenue growth than 32% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Assets

Flat

$140,804

Flat from 2019

Net Assets

$140,804

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Flat

$169,924

Flat from 2019

Expenses

Flat

$176,552

Flat from 2019

Net Income

Flat

-$6,628

Flat from 2019

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2010: $129,380Net Assets 2010: $129,3802010Assets 2011: $122,559Net Assets 2011: $122,5592011Assets 2012: $115,487Liabilities 2012: $0Net Assets 2012: $115,4872012Assets 2013: $107,397Net Assets 2013: $107,3972013Assets 2014: $112,463Net Assets 2014: $112,4632014Assets 2015: $118,437Net Assets 2015: $118,4372015Assets 2016: $125,156Liabilities 2016: $02016Assets 2017: $126,127Liabilities 2017: $0Net Assets 2017: $126,1272017Assets 2018: $147,432Liabilities 2018: $0Net Assets 2018: $147,4322018Assets 2019: $140,804Net Assets 2019: $140,8042019Assets 2019: $140,804Liabilities 2019: $02019Assets 2020: $115,282Liabilities 2020: $02020Assets 2021: $100,432Net Assets 2021: $100,4322021Assets 2022: $169,205Net Assets 2022: $169,2052022Assets 2023: $203,091Liabilities 2023: $02023Assets 2025: $190,912Net Assets 2025: $190,9122025

Highlighted filing

2019

Assets$140,804
Liabilities-
Net Assets$140,804

Operations Trend

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

$200K$100K$0-$100KRevenue 2010: $116,102Expenses 2010: $124,202Net Income 2010: -$8,1002010Revenue 2011: $131,236Expenses 2011: $138,215Net Income 2011: -$6,9792011Expenses 2012: $179,2502012Revenue 2013: $170,436Expenses 2013: $178,526Net Income 2013: -$8,0902013Revenue 2014: $148,367Expenses 2014: $143,301Net Income 2014: $5,0662014Revenue 2015: $157,058Expenses 2015: $151,084Net Income 2015: $5,9742015Revenue 2016: $147,925Expenses 2016: $141,206Net Income 2016: $6,7192016Revenue 2017: $182,726Expenses 2017: $181,755Net Income 2017: $9712017Revenue 2018: $192,479Expenses 2018: $171,174Net Income 2018: $21,3052018Revenue 2019: $169,924Expenses 2019: $176,552Net Income 2019: -$6,6282019Revenue 2019: $169,924Expenses 2019: $176,552Net Income 2019: -$6,6282019Revenue 2020: $96,277Expenses 2020: $126,106Net Income 2020: -$29,8292020Revenue 2021: $39,189Expenses 2021: $54,039Net Income 2021: -$14,8502021Revenue 2022: $134,371Expenses 2022: $64,553Net Income 2022: $69,8182022Revenue 2023: $132,601Expenses 2023: $98,715Net Income 2023: $33,8862023Revenue 2025: $158,741Expenses 2025: $180,908Net Income 2025: -$22,1672025

Highlighted filing

2019

Revenue$169,924
Expenses$176,552
Net Income-$6,628
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Nov 20, 2019
Return Version
2018v3.1
Gross Receipts
$182,506
Mission and Program Overview

Mission

To provide support for the educational programs of the student body of ortega elementary school, a public school in pacifica, ca. Programs supported include: performing arts, visual arts, teacher grants, physical fitness, field trips, library services, library books, student assemblies, music, classroom events and educational resources.

Program Services

DescriptionGrantsExpenses
PROVIDED THE FOLLOWING FOR STUDENTS AT ORTEGA ELEMENTARY SCHOOL: PERFORMING ARTS, TEACHER GRANTS, LIBRARY SERVICES & BOOKS, TECHNOLOGY PURCHASES, FIELD TRIPS, PHYSICAL EDUCATION, CLASS ACTIVITIES, SCHOOL ASSEMBLIES AND EVENTS.-$173,696
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
TENISHIA KAVANAUGHPresidentPT$0--
VICKI HATCHVice Preside-$0--
MEREDITH SHANNONTreasurer-$0--
SHANNON SIMSTreasurer-$0--
DANIELLE KEHRSecretary-$0--
JANELL JONESParent Counc-$0--
JULIE COTTERK-2 Grade Re-$0--
TALA WOOD-STEPHENS3-5 Grade Re-$0--
TARNA RAMSEYVolunteer Co-$0--
DENISE GONZALEZFundraisingPT$0--
JULIE STEWARTActivities C-$0--
LISA MCNICHOLActivities C-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Basket Auction$30,539$30,539$2,449$28,090
Walkathon Carni$8,044$8,044$4,371$3,673
Total Events$46,086$46,086$12,346$33,740
Filing and Contact Details

Filer

Filer Name
Ortega Elementary School Pto
EIN
14-1914941
Phone
6507386670
Address
1283 TERRA NOVA BLVD, PACIFICA, CA 94044

Signing Officer

Name
Shannon Sims
Title
Treasurer
Phone
6507386670
Signed
2019-11-20
Discuss with paid preparer
Yes

Preparer

Firm
Jolane Luhrs CPA
Address
450 DONDEE ST STE 10, PACIFICA, CA 94044-3267
Preparer
Jolane Luhrs
Phone
6503554000
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

Expenses 5th grade activities 5,503 5th grade tshirts 599 art - original works 2,762 art class / art supplies 2,348 art show 330 art teacher 15,000 books for classes 8,352 camp fire 162 computer aide 20,000 craft fair 240 elna flynn 850 esgi software 525 field day 114 field trips 16,704 garden chickens 262 garden program - instruct 3,000 garden program - maintena 1,830 general & administrative 2,356 hoe down 488 ice cream social 287 insect lore 234 library 13,907 marine mammal center 461 movie night 5,146 outdoor education 1,088 pacifica education found 500 parent meetings 517 pe 3,000 popcorn 708 popsicle program spending 4,351 principal's fund 274 read a thon 819 school supplies 1,000 science supplies 976 science teachers 25,000 sculpting class 3,428 shakespeare perform wkshp 1,020 spanish class 9,352 spiritwear 4,531 student technology 129 teacher appreciation 1,086 teacher stipends 6,546 technology enhanc/replac 485 variety show 1,196 water fountain/eco ambass 9,014 yearbook 72 total 176,552

Form 990-ez, Part II, Line 24

Prepaid expenses and deferred charges 0 1,114 total 0 1,114

Form 990-ez, Part III

To provide support for the educational programs of the student body of ortega elementary school, a public school in pacifica, ca. Programs supported include: performing arts, visual arts, teacher grants, physical fitness, field trips, library services, library books, student assemblies, music, classroom events and educational resources.

Form 990-ez, Part III, Line 28

Provided the following for students at ortega elementary school: performing arts, teacher grants, library services & books, technology purchases, field trips, physical education, class activities, school assemblies and events.

Raw XML Appendix213 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/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDED THE FOLLOWING FOR STUDENTS AT ORTEGA ELEMENTARY SCHOOL: PERFORMING ARTS, TEACHER GRANTS, LIBRARY SERVICES & BOOKS, TECHNOLOGY PURCHASES, FIELD TRIPS, PHYSICAL EDUCATION, CLASS ACTIVITIES, SCHOOL ASSEMBLIES AND EVENTS.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES 5TH GRADE ACTIVITIES 5,503 5TH GRADE TSHIRTS 599 ART - ORIGINAL WORKS 2,762 ART CLASS / ART SUPPLIES 2,348 ART SHOW 330 ART TEACHER 15,000 BOOKS FOR CLASSES 8,352 CAMP FIRE 162 COMPUTER AIDE 20,000 CRAFT FAIR 240 ELNA FLYNN 850 ESGI SOFTWARE 525 FIELD DAY 114 FIELD TRIPS 16,704 GARDEN CHICKENS 262 GARDEN PROGRAM - INSTRUCT 3,000 GARDEN PROGRAM - MAINTENA 1,830 GENERAL & ADMINISTRATIVE 2,356 HOE DOWN 488 ICE CREAM SOCIAL 287 INSECT LORE 234 LIBRARY 13,907 MARINE MAMMAL CENTER 461 MOVIE NIGHT 5,146 OUTDOOR EDUCATION 1,088 PACIFICA EDUCATION FOUND 500 PARENT MEETINGS 517 PE 3,000 POPCORN 708 POPSICLE PROGRAM SPENDING 4,351 PRINCIPAL'S FUND 274 READ A THON 819 SCHOOL SUPPLIES 1,000 SCIENCE SUPPLIES 976 SCIENCE TEACHERS 25,000 SCULPTING CLASS 3,428 SHAKESPEARE PERFORM WKSHP 1,020 SPANISH CLASS 9,352 SPIRITWEAR 4,531 STUDENT TECHNOLOGY 129 TEACHER APPRECIATION 1,086 TEACHER STIPENDS 6,546 TECHNOLOGY ENHANC/REPLAC 485 VARIETY SHOW 1,196 WATER FOUNTAIN/ECO AMBASS 9,014 YEARBOOK 72 TOTAL 176,552
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PREPAID EXPENSES AND DEFERRED CHARGES 0 1,114 TOTAL 0 1,114
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2TO PROVIDE SUPPORT FOR THE EDUCATIONAL PROGRAMS OF THE STUDENT BODY OF ORTEGA ELEMENTARY SCHOOL, A PUBLIC SCHOOL IN PACIFICA, CA. PROGRAMS SUPPORTED INCLUDE: PERFORMING ARTS, VISUAL ARTS, TEACHER GRANTS, PHYSICAL FITNESS, FIELD TRIPS, LIBRARY SERVICES, LIBRARY BOOKS, STUDENT ASSEMBLIES, MUSIC, CLASSROOM EVENTS AND EDUCATIONAL RESOURCES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3PROVIDED THE FOLLOWING FOR STUDENTS AT ORTEGA ELEMENTARY SCHOOL: PERFORMING ARTS, TEACHER GRANTS, LIBRARY SERVICES & BOOKS, TECHNOLOGY PURCHASES, FIELD TRIPS, PHYSICAL EDUCATION, CLASS ACTIVITIES, SCHOOL ASSEMBLIES AND EVENTS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III, LINE 28
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ReturnHeader/ReturnTs02019-11-25T13:15:49-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.91$1.91$1.59$1.81$0.22
2023Summary only. Only limited summary data is available for this year.$2.03$0.00$1.33$0.99$0.34
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.69$1.69$1.34$0.65$0.70
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.00$1.00$0.39$0.54$0.15
2020Summary only. Only limited summary data is available for this year.$1.15$0.00$0.96$1.26$0.30
2019Detailed filing. Detailed filing data is available for this year.$1.41$1.41$1.70$1.77$0.07
2019Summary only. Only limited summary data is available for this year.$1.41$0.00$1.70$1.77$0.07
2018Summary only. Only limited summary data is available for this year.$1.47$0.00$1.47$1.92$1.71$0.21
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.26$0.00$1.26$1.83$1.82$0.01
2016Summary only. Only limited summary data is available for this year.$1.25$0.00$1.48$1.41$0.07
2015Detailed filing. Detailed filing data is available for this year.$1.18$1.18$1.57$1.51$0.06
2014Detailed filing. Detailed filing data is available for this year.$1.12$1.12$1.48$1.43$0.05
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.07$1.07$1.70$1.79$0.08
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.15$0.00$1.15$1.79
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.23$1.23$1.31$1.38$0.07
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.29$1.29$1.16$1.24$0.08