Civic Intelligence

Ortega Elementary School Parent Teacher Organization

990EZ • Fiscal year 2023 • EIN 14-1914941

Jul 01, 2022 to Jun 30, 2023 • Filed on Jan 15, 2024

Refreshing map…

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 2023

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2023

Net Margin

78th percentile

26%

Higher net margin than 78% of similar nonprofits.

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

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% 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

73rd percentile

20%

Faster asset growth than 73% of similar nonprofits.

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

Revenue Growth

42nd percentile

-1.3%

Faster revenue growth than 42% of similar nonprofits.

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

Assets

Flat

$203,091

Flat from 2023

Net Assets

$203,091

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Flat

$132,601

Flat from 2023

Expenses

Flat

$98,715

Flat from 2023

Net Income

Flat

$33,886

Flat from 2023

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: $140,804Liabilities 2019: $02019Assets 2020: $115,282Liabilities 2020: $02020Assets 2021: $100,432Net Assets 2021: $100,4322021Assets 2022: $169,205Net Assets 2022: $169,2052022Assets 2023: $203,091Net Assets 2023: $203,0912023Assets 2023: $203,091Liabilities 2023: $02023Assets 2025: $190,912Net Assets 2025: $190,9122025

Highlighted filing

2023

Assets$203,091
Liabilities-
Net Assets$203,091

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 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 2023: $132,601Expenses 2023: $98,715Net Income 2023: $33,8862023Revenue 2025: $158,741Expenses 2025: $180,908Net Income 2025: -$22,1672025

Highlighted filing

2023

Revenue$132,601
Expenses$98,715
Net Income$33,886
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Jan 15, 2024
Return Version
2022v5.0
Gross Receipts
$143,698
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.-$95,207
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARIA JACKSONPresidentPT$0--
RACHEL MERLOVice PresidePT$0--
MEGAN CLOSETreasurer-$0--
KC FLETCHERTreasurer-$0--
ANDRIANA ANTONIOUCommunicatioPT$0--
JULIE COTTERCo-ActivitiePT$0--
LISA MCNICHOLCo-ActivitiePT$0--
AMANDA GAVINFundraising-$0--
JASMINE SARTAINFundraising-$0--
DAWN REGEParent Counc-$0--
CHRISTINA REDFIELDTk-2nd Grade-$0--
CHRISTINE BELL3rd-5th Grad-$0--
DAVID GELLERPto Tech COO-$0--
JENNY GADWAHCurrent Trea-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Open House Bask$27,421$27,421$900$26,521
Book Fair$11,066$11,066$5,380$5,686
Total Events$44,189$44,189$9,266$34,923
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
Jenny Gadwah
Title
Current Treasurer
Phone
6507386670
Signed
2024-01-15
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 2,026 5th grade tshirts 720 art - original works 2,822 art class / art supplies 4,413 art teacher 13,342 elna flynn 676 equipment maintenance/rep 2,537 field day 142 field trips 4,498 garden program - instruct 25,000 garden program - maintena 688 general & administrative 4,534 insect lore 167 movie night 1,076 outdoor education 1,320 popsicle program spending 3,232 principal's fund 1,088 read a thon 5,821 school supplies 1,000 spiritwear 2,284 teacher appreciation 5,376 teacher stipends 5,933 variety show 720 yearbook 3,304 walkathon 5,912 bingo 582 junior olympics 408 chaperone safety 120 pacifica education founda 1,500 pacifica school volunteer 1,500 emergency relief fund 250 reverse obsolete checks -4,276 total 98,715

Form 990-ez, Part I, Line 20

Prior period adjustment - outstanding checks 0

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 Appendix202 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/OfficerDirectorTrusteeEmplGrp/PersonNm0MARIA JACKSON
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4ANDRIANA ANTONIOU
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5JULIE COTTER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6LISA MCNICHOL
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9DAWN REGE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10CHRISTINA REDFIELD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11CHRISTINE BELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm12DAVID GELLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm13JENNY GADWAH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4COMMUNICATIO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5CO-ACTIVITIE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6CO-ACTIVITIE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7FUNDRAISING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8FUNDRAISING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9PARENT COUNC
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10TK-2ND GRADE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt113RD-5TH GRAD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt12PTO TECH COO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt13CURRENT TREA
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt098715
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO 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.
IRS990EZ/ProgramServiceRevenueAmt03058
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.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt095207
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
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IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
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IRS990EZ/TotalExpensesAmt098715
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IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.ORTEGAPTO.ORG
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt078877
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt077832
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt022584
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt056633
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IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
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IRS990ScheduleA/PublicSupportTotal509Amt0624322
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0182506
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0624322
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IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0OPEN HOUSE BASK
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0BOOK FAIR
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt027421
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt011066
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IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES 5TH GRADE ACTIVITIES 2,026 5TH GRADE TSHIRTS 720 ART - ORIGINAL WORKS 2,822 ART CLASS / ART SUPPLIES 4,413 ART TEACHER 13,342 ELNA FLYNN 676 EQUIPMENT MAINTENANCE/REP 2,537 FIELD DAY 142 FIELD TRIPS 4,498 GARDEN PROGRAM - INSTRUCT 25,000 GARDEN PROGRAM - MAINTENA 688 GENERAL & ADMINISTRATIVE 4,534 INSECT LORE 167 MOVIE NIGHT 1,076 OUTDOOR EDUCATION 1,320 POPSICLE PROGRAM SPENDING 3,232 PRINCIPAL'S FUND 1,088 READ A THON 5,821 SCHOOL SUPPLIES 1,000 SPIRITWEAR 2,284 TEACHER APPRECIATION 5,376 TEACHER STIPENDS 5,933 VARIETY SHOW 720 YEARBOOK 3,304 WALKATHON 5,912 BINGO 582 JUNIOR OLYMPICS 408 CHAPERONE SAFETY 120 PACIFICA EDUCATION FOUNDA 1,500 PACIFICA SCHOOL VOLUNTEER 1,500 EMERGENCY RELIEF FUND 250 REVERSE OBSOLETE CHECKS -4,276 TOTAL 98,715
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PRIOR PERIOD ADJUSTMENT - OUTSTANDING CHECKS 0
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 I, LINE 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III, LINE 28
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JENNY GADWAH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CURRENT TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum06507386670
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-01-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ORTEGA ELEMENTARY SCHOOL PTO
ReturnHeader/Filer/BusinessNameControlTxt0ORTE
ReturnHeader/Filer/EIN0141914941
ReturnHeader/Filer/PhoneNum06507386670
ReturnHeader/Filer/USAddress/AddressLine1Txt01283 TERRA NOVA BLVD
ReturnHeader/Filer/USAddress/CityNm0PACIFICA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094044
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JOLANE LUHRS CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0450 DONDEE ST STE 10
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PACIFICA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0940443267
ReturnHeader/PreparerPersonGrp/PhoneNum06503554000
ReturnHeader/PreparerPersonGrp/PreparationDt02024-01-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOLANE LUHRS
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02024-02-28T19:36:02-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JENNY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0GADWAH
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

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
2023Detailed filing. Detailed filing data is available for this year.$2.03$2.03$1.33$0.99$0.34
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
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