Civic Intelligence

C E Utt Middle School PTO

EIN 20-1393087 • 501(c)3 • Tustin, CA

Profile

Support students and teachers at c e utt middle school

13601 Browning AveTustin, CA 92780

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2016

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2016

Net Margin

88th percentile

45%

Higher net margin than 88% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

86th percentile

43%

Faster asset growth than 86% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

25th percentile

-30%

Faster revenue growth than 25% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$40,696

Up $12,320 (+43%) from 2015

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Up

$40,696

Up $12,320 (+43%) from 2015

Operations
Liabilities / RevenueScore unavailableNet Margin88th percentile

Revenue

Down

$27,372

Down $11,674 (-30%) from 2015

Expenses

Down

$15,052

Down $36,844 (-71%) from 2015

Net Income

Up

$12,320

Up $25,170 (+196%) from 2015

Trend Graphs

Balance Sheet Trend

Asset Growth86th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$60K$40K$20K$0Assets 2010: $10,938Net Assets 2010: $10,9382010Assets 2011: $19,620Liabilities 2011: $02011Assets 2012: $25,357Liabilities 2012: $02012Assets 2013: $23,415Net Assets 2013: $23,4152013Assets 2014: $41,226Net Assets 2014: $41,2262014Assets 2015: $28,376Net Assets 2015: $28,3762015Assets 2016: $40,696Net Assets 2016: $40,6962016

Highlighted filing

2016

Assets$40,696
Liabilities-
Net Assets$40,696
Open 2016 Filing

Operations Trend

Revenue Growth25th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$60K$40K$20K$0-$20KRevenue 2010: $34,777Expenses 2010: $42,879Net Income 2010: -$8,1022010Revenue 2011: $38,290Expenses 2011: $29,608Net Income 2011: $8,6822011Revenue 2012: $40,706Expenses 2012: $34,969Net Income 2012: $5,7372012Revenue 2013: $37,265Expenses 2013: $39,207Net Income 2013: -$1,9422013Revenue 2014: $37,417Expenses 2014: $19,606Net Income 2014: $17,8112014Revenue 2015: $39,046Expenses 2015: $51,896Net Income 2015: -$12,8502015Revenue 2016: $27,372Expenses 2016: $15,052Net Income 2016: $12,3202016

Highlighted filing

2016

Revenue$27,372
Expenses$15,052
Net Income$12,320
Open 2016 Filing

Filings

Most recent year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$40,696
Liabilities
-
Net assets
$40,696
Revenue
$27,372
Expenses
$15,052
Net income
$12,320
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2016Detailed filing. Detailed filing data is available for this year.$40.7$40.7$27.4$15.1$12.3
2015Detailed filing. Detailed filing data is available for this year.$28.4$28.4$39.0$51.9$12.9
2014Detailed filing. Detailed filing data is available for this year.$41.2$41.2$37.4$19.6$17.8
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$23.4$23.4$37.3$39.2$1.94
2012Summary only. Only limited summary data is available for this year.$25.4$0.00$40.7$35.0$5.74
2011Summary only. Only limited summary data is available for this year.$19.6$0.00$38.3$29.6$8.68
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.9$10.9$34.8$42.9$8.10
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Oct 20, 2016
Return Version
2015v2.1
Gross Receipts
$48,580
Mission and Program Overview

Mission

Support students and teachers at c e utt middle school

Program Services

DescriptionGrantsExpenses
FIELD TRIPS, STUDENT ACTIVITIES, INSTRUCTIONAL SUPPLIES, AND ACTIVITIES FOR APPROXIMATELY 500 STUDENTS-$12,835
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
NANCY KEYLERPresidentPT$0--
JOSIE PALACIOSVice President-$0--
JAYME ACOSTAVice President-$0--
STEPHANIE LORYTreasurer-$0--
NANCY STICHTERSecretary-$0--
JENNIFER VANHYNINGParliamentarian-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fall Fundraiser$35,184$35,184$21,208$13,976
Total Events$35,184$35,184$21,208$13,976
Filing and Contact Details

Filer

Filer Name
C E Utt Middle School Pto
EIN
20-1393087
Phone
7147307593
Address
13601 BROWNING AVE, TUSTIN, CA 92780

Signing Officer

Name
Stephanie Lory
Title
Treasurer
Phone
7147307593
Signed
2016-10-20
Discuss with paid preparer
Yes

Preparer

Firm
Donald G Berkheimer CPA
Address
2362 SABLE TREE CIRCLE, TUSTIN, CA 92780
Preparer
Donald G Berkheimer
Phone
7148383688
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 16

“8TH GRADE PROMOTION 403.”

Form 990EZ, Part I, Line 16

“Instructional supplies 2395.”

Form 990EZ, Part I, Line 16

“SCIENCE OLYMPIAD 1000.”

Form 990EZ, Part I, Line 16

“Principals commission 332.”

Form 990EZ, Part I, Line 16

“PROJECT GIVE 988.”

Form 990EZ, Part I, Line 16

“Academic pentathalon 1000.”

Form 990EZ, Part I, Line 16

“Dues and membership expenses 335.”

Form 990EZ, Part I, Line 16

“HOSPITALITY 1878.”

Form 990EZ, Part I, Line 16

“Falcon flyer lunches 1367.”

Form 990EZ, Part I, Line 16

“Student recognition 2158.”

Form 990EZ, Part I, Line 16

“Administrative expenses 531.”

Form 990EZ, Part I, Line 16

“PROGRAMS 313.”

Form 990EZ, Part I, Line 16

“SUPPLIES 1553.”

Form 990EZ, Part I, Line 16

“OTHER 799.”

Raw XML Appendix182 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/PersonNm0TREASURER
IRS990EZ/BooksInCareOfDetail/PhoneNum07147307593
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt013601 BROWNING AVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0TUSTIN
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092780
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt028376
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt040696
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IRS990EZ/ContributionsGiftsGrantsEtcAmt03030
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt012320
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt028376
IRS990EZ/Form990TotalAssetsGrp/EOYAmt040696
IRS990EZ/FundraisingGrossIncomeAmt035184
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt048580
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt010366
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt028376
IRS990EZ/NetAssetsOrFundBalancesEOYAmt040696
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt028376
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt040696
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt34.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt42.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt52.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0NANCY KEYLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JOSIE PALACIOS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JAYME ACOSTA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3STEPHANIE LORY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4NANCY STICHTER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5JENNIFER VANHYNING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5PARLIAMENTARIAN
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt015052
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SUPPORT STUDENTS AND TEACHERS AT C E UTT MIDDLE SCHOOL
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0FIELD TRIPS, STUDENT ACTIVITIES, INSTRUCTIONAL SUPPLIES, AND ACTIVITIES FOR APPROXIMATELY 500 STUDENTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt012835
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt021208
IRS990EZ/SpecialEventsNetIncomeLossAmt013976
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt015052
IRS990EZ/TotalProgramServiceExpensesAmt012835
IRS990EZ/TotalRevenueAmt027372
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt013396
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt015794
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt029018
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt026412
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt023391
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0108011
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt035184
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt042731
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt020735
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt027318
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt034854
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0160822
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt0268833
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt048580
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt058525
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt049753
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt053730
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt058245
IRS990ScheduleA/Total509Grp/TotalAmt0268833
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0268833
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt021208
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0FALL FUNDRAISER
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt035184
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt035184
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt035184
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt035184
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt013976
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt021208
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt021208
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt08TH GRADE PROMOTION 403.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1INSTRUCTIONAL SUPPLIES 2395.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2SCIENCE OLYMPIAD 1000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3PRINCIPALS COMMISSION 332.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4PROJECT GIVE 988.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5ACADEMIC PENTATHALON 1000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6DUES AND MEMBERSHIP EXPENSES 335.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7HOSPITALITY 1878.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8FALCON FLYER LUNCHES 1367.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9STUDENT RECOGNITION 2158.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10ADMINISTRATIVE EXPENSES 531.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11PROGRAMS 313.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12SUPPLIES 1553.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13OTHER 799.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Form 990EZ, Part I, Line 16
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0STEPHANIE LORY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07147307593
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-10-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0C E UTT MIDDLE SCHOOL PTO
ReturnHeader/Filer/BusinessNameControlTxt0CEUT
ReturnHeader/Filer/EIN0201393087
ReturnHeader/Filer/PhoneNum07147307593
ReturnHeader/Filer/USAddress/AddressLine1Txt013601 BROWNING AVE
ReturnHeader/Filer/USAddress/CityNm0TUSTIN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092780
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DONALD G BERKHEIMER CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02362 SABLE TREE CIRCLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0TUSTIN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092780
ReturnHeader/PreparerPersonGrp/PhoneNum07148383688
ReturnHeader/PreparerPersonGrp/PreparationDt02016-10-20
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DONALD G BERKHEIMER
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02016-10-20T17:48:12-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

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