Civic Intelligence

PTA Tony Tobin Elementary

990EZ • Fiscal year 2017 • EIN 20-2998647

Jul 01, 2016 to Jun 30, 2017 • Filed on Nov 15, 2017

45200 Morgan Hill DriveTemecula, CA 92592

(951) 294-6355

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 2017

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2017

Net Margin

98th percentile

94%

Higher net margin than 98% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

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.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

96th percentile

219%

Faster asset growth than 96% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

12th percentile

-41%

Faster revenue growth than 12% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Up

$35,125

Up $24,126 (+219%) from 2016

Net Assets

Up

$35,125

Up $24,126 (+219%) from 2016

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$25,308

Down $17,496 (-41%) from 2016

Expenses

Down

$1,473

Down $54,519 (-97%) from 2016

Net Income

Up

$23,835

Up $37,023 (+281%) from 2016

Historical Trend

Balance Sheet Trend

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

$60K$40K$20K$0Assets 2011: $18,605Liabilities 2011: $02011Assets 2012: $19,540Liabilities 2012: $02012Assets 2013: $31,052Liabilities 2013: $02013Assets 2014: $39,070Liabilities 2014: $02014Assets 2015: $24,187Net Assets 2015: $24,1872015Assets 2016: $10,999Net Assets 2016: $10,9992016Assets 2017: $35,125Net Assets 2017: $35,1252017Assets 2018: $9,324Net Assets 2018: $9,3242018Assets 2019: $12,282Net Assets 2019: $12,2822019Assets 2020: $21,304Net Assets 2020: $21,3042020Assets 2021: $33,453Net Assets 2021: $33,4532021Assets 2023: $41,695Liabilities 2023: $02023Assets 2025: $27,627Liabilities 2025: $0Net Assets 2025: $27,6272025

Highlighted filing

2017

Assets$35,125
Liabilities-
Net Assets$35,125

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2011: $63,707Expenses 2011: $51,059Net Income 2011: $12,6482011Revenue 2012: $73,960Expenses 2012: $73,025Net Income 2012: $9352012Revenue 2013: $71,921Expenses 2013: $60,409Net Income 2013: $11,5122013Revenue 2014: $69,971Expenses 2014: $61,953Net Income 2014: $8,0182014Revenue 2015: $71,799Expenses 2015: $86,682Net Income 2015: -$14,8832015Revenue 2016: $42,804Expenses 2016: $55,992Net Income 2016: -$13,1882016Revenue 2017: $25,308Expenses 2017: $1,473Net Income 2017: $23,8352017Revenue 2018: $82,617Expenses 2018: $108,418Net Income 2018: -$25,8012018Revenue 2019: $78,203Expenses 2019: $75,245Net Income 2019: $2,9582019Revenue 2020: $58,879Expenses 2020: $50,265Net Income 2020: $8,6142020Revenue 2021: $18,998Expenses 2021: $9,109Net Income 2021: $9,8892021Revenue 2023: $62,759Expenses 2023: $67,916Net Income 2023: -$5,1572023Revenue 2025: $17,683Expenses 2025: $3,887Net Income 2025: $13,7962025

Highlighted filing

2017

Revenue$25,308
Expenses$1,473
Net Income$23,835
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Nov 15, 2017
Return Version
2016v3.0
Gross Receipts
$95,680
Mission and Program Overview

Mission

Provide programs/education to students

Program Services

DescriptionGrantsExpenses
TO PROVIDE AFTER SCHOOL AND EVENING ACTIVITIES THAT BRING THE FAMILIES TOGETHER FOR FELLOWSHIP TIME INCLUDING ENRICHMENT PROGRAMS, MOVIE NIGHT, AND OTHER FAMILY EVENTS$95,680$58,040
TO PROVIDE FUNDS FOR THE SCHOOL FOR THE SPECIFIC PURPOSE OF FIELD TRIPS FOR THE STUDENTS. ALL STUDENTS FO THE SCHOOL BENEFIT FROM THE EDUCATIONAL TRIPS TAKEN-$11,050
TO PROVIDE ARTISTIC AND MUSCIAL PROGRAMS TO THE STUDENTS DURING THE YEAR. INCLUDES MEET THE MASTERS AND MUSIC MAN. ALL STUDENTS BENEFIT.-$1,318
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
SHANNON JOHNSONPresidentPT$0--
BRITTANY WOODWARDVice PresidentPT$0--
STARR STOCKPOLEVP Of Ways And Means-$0--
JASON SHUBINTreasurer-$0--
JENNIFER JIMENEZFinancial Secretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Jog-a-thon$25,732$25,732$528$25,204
Carnival$23,933$23,933$460$23,473
Total Events$49,665$49,665$9,034$40,631
Filing and Contact Details

Filer

Filer Name
Tony Tobin Elementary Pta
EIN
20-2998647
Phone
9512946355
Address
45200 MORGAN HILL DRIVE, TEMECULA, CA 92592

Signing Officer

Name
Jason Shubin
Title
Treasurer
Phone
9512946355
Signed
2017-11-15

Preparer

Firm
Tax City Inc
Address
31285 Temecula Pkwy Suite 160, Temecula, CA 92592
Preparer
Jason Shubin
Phone
9513021713
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 16

Bank service charges 448.

Form 990EZ, Part I, Line 16

UNIT CHARGE 200.

Form 990EZ, Part I, Line 16

INSURANCE 221.

Form 990EZ, Part I, Line 16

REGISTRATION 50.

Form 990EZ, Part I, Line 16

TAX PREPARATION 395.

Form 990EZ, Part I, Line 16

SOFTWARE 159.

Raw XML Appendix184 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/BooksInCareOfDetail/USAddress/CityNm0TEMECULA
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JENNIFER JIMENEZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VP OF WAYS AND MEANS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4FINANCIAL SECRETARY
IRS990EZ/OperateHospitalInd0false
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IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt01473
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
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IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROVIDE PROGRAMS/EDUCATION TO STUDENTS
IRS990EZ/ProgramServiceRevenueAmt00
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2TO PROVIDE ARTISTIC AND MUSCIAL PROGRAMS TO THE STUDENTS DURING THE YEAR. INCLUDES MEET THE MASTERS AND MUSIC MAN. ALL STUDENTS BENEFIT.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt095680
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt111050
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IRS990ScheduleA/InvestmentIncomeCYPct00
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IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0JOG-A-THON
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0CARNIVAL
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IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt0150
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IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt0988
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt0528
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt0460
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0BANK SERVICE CHARGES 448.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1UNIT CHARGE 200.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2INSURANCE 221.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3REGISTRATION 50.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4TAX PREPARATION 395.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5SOFTWARE 159.
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
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JASON SHUBIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09512946355
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0TONY TOBIN ELEMENTARY PTA
ReturnHeader/Filer/BusinessNameControlTxt0TONY
ReturnHeader/Filer/EIN0202998647
ReturnHeader/Filer/PhoneNum09512946355
ReturnHeader/Filer/USAddress/AddressLine1Txt045200 MORGAN HILL DRIVE
ReturnHeader/Filer/USAddress/CityNm0TEMECULA
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ReturnHeader/FilingSecurityInformation/IPTm012:46:22
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Tax City Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt031285 Temecula Pkwy Suite 160
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Temecula
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092592
ReturnHeader/PreparerPersonGrp/PhoneNum09513021713
ReturnHeader/PreparerPersonGrp/PreparationDt02017-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JASON SHUBIN
ReturnHeader/ReturnTs02017-11-15T12:46:31-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

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No mirrored PDF or thumbnail assets are attached yet.

Filings

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2017 filings • 501(c)3 • <$500k nonprofits