Civic Intelligence

Whittier International School PTA

990EZ • Fiscal year 2020 • EIN 20-1197027

Aug 01, 2019 to Jul 31, 2020 • Filed on Apr 05, 2021

2008 Pine StreetBoulder, CO 80302

(303) 746-2775

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

8th percentile

-92%

Higher net margin than 8% 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

11th percentile

-40%

Faster asset growth than 11% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

22nd percentile

-50%

Faster revenue growth than 22% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Assets

Down

$85,118

Down $57,679 (-40%) from 2019

Net Assets

Down

$85,118

Down $57,679 (-40%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue

Down

$62,683

Down $62,260 (-50%) from 2019

Expenses

Down

$120,362

Down $25,973 (-18%) from 2019

Net Income

Down

-$57,679

Down $36,287 (-170%) from 2019

Historical Trend

Balance Sheet Trend

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

$200K$150K$100K$50K$0Assets 2011: $67,279Liabilities 2011: $0Net Assets 2011: $67,2792011Assets 2012: $63,896Liabilities 2012: $0Net Assets 2012: $63,8962012Assets 2013: $82,581Liabilities 2013: $0Net Assets 2013: $82,5812013Assets 2014: $92,710Liabilities 2014: $0Net Assets 2014: $92,7102014Assets 2015: $95,268Liabilities 2015: $0Net Assets 2015: $95,2682015Assets 2016: $128,499Liabilities 2016: $0Net Assets 2016: $128,4992016Assets 2017: $137,869Liabilities 2017: $0Net Assets 2017: $137,8692017Assets 2018: $164,189Liabilities 2018: $0Net Assets 2018: $164,1892018Assets 2019: $142,797Liabilities 2019: $0Net Assets 2019: $142,7972019Assets 2020: $85,118Liabilities 2020: $0Net Assets 2020: $85,1182020Assets 2021: $64,916Liabilities 2021: $0Net Assets 2021: $64,9162021Assets 2022: $88,404Liabilities 2022: $0Net Assets 2022: $88,4042022Assets 2023: $35,382Liabilities 2023: $0Net Assets 2023: $35,3822023Assets 2024: $96,986Liabilities 2024: $0Net Assets 2024: $96,9862024

Highlighted filing

2020

Assets$85,118
Liabilities$0
Net Assets$85,118

Operations Trend

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

$200K$100K$0-$100KRevenue 2011: $72,658Expenses 2011: $84,428Net Income 2011: -$11,7702011Revenue 2012: $80,958Expenses 2012: $84,341Net Income 2012: -$3,3832012Revenue 2013: $123,682Expenses 2013: $104,997Net Income 2013: $18,6852013Revenue 2014: $126,825Expenses 2014: $116,696Net Income 2014: $10,1292014Revenue 2015: $84,220Expenses 2015: $81,662Net Income 2015: $2,5582015Revenue 2016: $106,971Expenses 2016: $73,740Net Income 2016: $33,2312016Revenue 2017: $91,079Expenses 2017: $81,709Net Income 2017: $9,3702017Revenue 2018: $115,696Expenses 2018: $89,376Net Income 2018: $26,3202018Revenue 2019: $124,943Expenses 2019: $146,335Net Income 2019: -$21,3922019Revenue 2020: $62,683Expenses 2020: $120,362Net Income 2020: -$57,6792020Revenue 2021: $45,323Expenses 2021: $65,525Net Income 2021: -$20,2022021Revenue 2022: $63,215Expenses 2022: $39,727Net Income 2022: $23,4882022Revenue 2023: $52,750Expenses 2023: $105,772Net Income 2023: -$53,0222023Revenue 2024: $83,383Expenses 2024: $21,779Net Income 2024: $61,6042024

Highlighted filing

2020

Revenue$62,683
Expenses$120,362
Net Income-$57,679
Jump To
Filing Snapshot
Filing Period
Aug 1, 2019 to Jul 31, 2020
Signed
Apr 5, 2021
Return Version
2019v5.1
Gross Receipts
$81,399
Mission and Program Overview

Mission

Whittier student support and advocacy

Program Services

DescriptionGrantsExpenses
DIRECT TEACHER SUPPORT, MINI GRANTS, STUDENT SUPPORT,STUDENT PROGRAMS,PLAYGROUND EQUIPMENT,STAFF APPRECIATION AND COMMUNITY EVENTS.--
INTERNATIONAL BACCULAUREATE EXPENDITURES FOR TEACHERTRAINING, FUNDING FOR LANGUAGE INSTRUCTOR AND PARAEDUCATORS, FUNDING FOR LANGUAGE PROGRAM.--
SUPPORT OF FAMILIES AFFECTED BY COVID-19: A SPECIAL DONATION LINK WAS SET UP AND FUNDS RAISED WILL BE USED TO SUPPORT BASIC NEEDS FOR STRUGGLING FAMILIES.--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
WHITNEY SINCLAIRCo PresidentPT$0--
KATE RICKLINCo PresidentPT$0--
REBECCA GROENENDAALSecretary-$0--
RACHEL SOURS-PAGETreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Silent Aucti$36,943$36,943-$36,943
Garden Tour$9,440$9,440-$9,440
Total Events$46,383$46,383-$46,383
Filing and Contact Details

Filer

Filer Name
Whittier International School Pta
EIN
20-1197027
Address
2008 PINE STREET, Boulder, CO 80302

Signing Officer

Name
Susan Grutzmacher
Title
Treasurer
Phone
3039181792
Signed
2021-04-05
Discuss with paid preparer
Yes

Preparer

Firm
Leslie Hatridge Ltd
Address
16473 Gilpin Street, Thornton, CO 80602
Preparer
Leslie Hatridge EA
Phone
3038077861
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

Description AmountTEACHER SUPPORT 73,848STUDENT PROGRAMS 31,965BANK FEES 244IB PROGRAM 10,699PTA ADMINISTRATIVE EXPENSES 302INSURANCE 215STAFF APPRECIATION 588OFFICE SUPPLIES 1,000

Raw XML Appendix167 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/USAddress/CityNm0Boulder
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CO
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd080302
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IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
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IRS990EZ/InfoInScheduleOPartIInd0X
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IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0WHITNEY SINCLAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1KATE RICKLIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2REBECCA GROENENDAAL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3RACHEL SOURS-PAGE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CO PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1CO PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt0118861
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0WHITTIER STUDENT SUPPORT AND ADVOCACY
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0DIRECT TEACHER SUPPORT, MINI GRANTS, STUDENT SUPPORT,STUDENT PROGRAMS,PLAYGROUND EQUIPMENT,STAFF APPRECIATION AND COMMUNITY EVENTS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1INTERNATIONAL BACCULAUREATE EXPENDITURES FOR TEACHERTRAINING, FUNDING FOR LANGUAGE INSTRUCTOR AND PARAEDUCATORS, FUNDING FOR LANGUAGE PROGRAM.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2SUPPORT OF FAMILIES AFFECTED BY COVID-19: A SPECIAL DONATION LINK WAS SET UP AND FUNDS RAISED WILL BE USED TO SUPPORT BASIC NEEDS FOR STRUGGLING FAMILIES.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
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IRS990EZ/SpecialEventsNetIncomeLossAmt044439
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CO
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0120362
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt062683
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/WebsiteAddressTxt0p12.bvsd.org/whittier/
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt018172
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt035633
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt047884
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt053281
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt030
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0119
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99940
IRS990ScheduleA/PublicSupportPY509Pct00.99930
IRS990ScheduleA/PublicSupportTotal509Amt0190248
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt018172
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt048819
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt048860
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt055243
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0190367
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0GARDEN TOUR
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0SILENT AUCTI
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt09440
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt036943
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IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt046383
IRS990ScheduleG/LicensedStatesCd0CO
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountTEACHER SUPPORT 73,848STUDENT PROGRAMS 31,965BANK FEES 244IB PROGRAM 10,699PTA ADMINISTRATIVE EXPENSES 302INSURANCE 215STAFF APPRECIATION 588OFFICE SUPPLIES 1,000
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SUSAN GRUTZMACHER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum03039181792
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-04-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WHITTIER INTERNATIONAL SCHOOL PTA
ReturnHeader/Filer/BusinessNameControlTxt0WHIT
ReturnHeader/Filer/EIN0201197027
ReturnHeader/Filer/USAddress/AddressLine1Txt02008 PINE STREET
ReturnHeader/Filer/USAddress/CityNm0Boulder
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CO
ReturnHeader/Filer/USAddress/ZIPCd080302
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0454330127
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Leslie Hatridge Ltd
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt016473 Gilpin Street
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Thornton
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd080602
ReturnHeader/PreparerPersonGrp/PhoneNum03038077861
ReturnHeader/PreparerPersonGrp/PreparationDt02021-04-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Leslie Hatridge EA
ReturnHeader/ReturnTs02021-04-07T02:02:35-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-08-01
ReturnHeader/TaxPeriodEndDt02020-07-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.97$0.00$0.97$0.83$0.22$0.62
2023Detailed filing. Detailed filing data is available for this year.$0.35$0.00$0.35$0.53$1.06$0.53
2022Detailed filing. Detailed filing data is available for this year.$0.88$0.00$0.88$0.63$0.40$0.23
2021Detailed filing. Detailed filing data is available for this year.$0.65$0.00$0.65$0.45$0.66$0.20
2020Detailed filing. Detailed filing data is available for this year.$0.85$0.00$0.85$0.63$1.20$0.58
2019Detailed filing. Detailed filing data is available for this year.$1.43$0.00$1.43$1.25$1.46$0.21
2018Detailed filing. Detailed filing data is available for this year.$1.64$0.00$1.64$1.16$0.89$0.26
2017Detailed filing. Detailed filing data is available for this year.$1.38$0.00$1.38$0.91$0.82$0.09
2016Detailed filing. Detailed filing data is available for this year.$1.28$0.00$1.28$1.07$0.74$0.33
2015Detailed filing. Detailed filing data is available for this year.$0.95$0.00$0.95$0.84$0.82$0.03
2014Detailed filing. Detailed filing data is available for this year.$0.93$0.00$0.93$1.27$1.17$0.10
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.83$0.00$0.83$1.24$1.05$0.19
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.64$0.00$0.64$0.81$0.84$0.03
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.67$0.00$0.67$0.73$0.84$0.12