Civic Intelligence

PTA Tony Tobin Elementary

990EZ • Fiscal year 2023 • EIN 20-2998647

Jul 01, 2022 to Jun 30, 2023 • Filed on Oct 10, 2024

Organization ProfileN/A
45200 Morgan Hill DrTemecula, 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 2023

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2023

Net Margin

29th percentile

-8.2%

Higher net margin than 29% 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

66th percentile

12%

Faster asset growth than 66% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2023

Revenue Growth

87th percentile

82%

Faster revenue growth than 87% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2023

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Flat

$41,695

Flat from 2023

Net Assets

$42,332

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin29th percentile

Revenue

Flat

$62,759

Flat from 2023

Expenses

Flat

$67,916

Flat from 2023

Net Income

Flat

-$5,157

Flat from 2023

Historical Trend

Balance Sheet Trend

Asset Growth66th percentile

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: $41,695Net Assets 2023: $42,3322023Assets 2023: $41,695Liabilities 2023: $02023Assets 2025: $27,627Liabilities 2025: $0Net Assets 2025: $27,6272025

Highlighted filing

2023

Assets$41,695
Liabilities-
Net Assets$42,332
Open 2023 Filing

Operations Trend

Revenue Growth87th percentile

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 2023: $62,759Expenses 2023: $67,916Net Income 2023: -$5,1572023Revenue 2025: $17,683Expenses 2025: $3,887Net Income 2025: $13,7962025

Highlighted filing

2023

Revenue$62,759
Expenses$67,916
Net Income-$5,157
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Oct 10, 2024
Return Version
2022v5.0
Gross Receipts
$83,637
Mission and Program Overview

Mission

Provide programs/education to students

Support parents, teachers and students

Program Services

DescriptionGrantsExpenses
PROVIDED APPRECIATION FOR TEACHERS, STUDENTS, JANITORS, AND PARENTS TO PROMOTE QWORKING TOGETHER.--
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ANDREW YOSHIKAWAPresidentFT$0--
DENNIS IRWINExec Vice PresidentPT$0--
JOLENE CONNORTreasurerFT$0--
ANGELA CHRISTOPHERSecretaryPT$0--
ROMY FAZELIVP MembershipFT$0--
EMERLY CAMINITIVP Ways & MeansPT$0--
HEATHER HAMBRICKVP ProgramsFT$0--
ANGELIQUE YOSHIKAWARoom Parent CoordinaPT$0--
AMANDA TROLLERBook FairPT$0--
FAYE MORGANJog A ThonPT$0--
RYAN RINDERSPACHERField DayPT$0--
Filing and Contact Details

Filer

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

Signing Officer

Name
Jolene Connor
Title
Treasurer
Phone
9512946355
Signed
2024-10-10
Discuss with paid preparer
Yes

Preparer

Firm
Hrb Tax Group Inc
Address
1301 MAIN ST STE 101B, KANSAS CITY, MO 64105
Preparer
Kathleen Ferguson
Phone
8004725625
Supplemental Narrative

Additional Explanations

Part 1 Line 8

“AMAZON SMILE”

Part 1 Line 16

“Family programs 64640, membership exp 446, hospitality 1559, admin & bank fees 1270”

Raw XML Appendix144 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0JOLENE CONNOR
IRS990EZ/BooksInCareOfDetail/PhoneNum08582321942
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt044059 ROSEE CT
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Temecula
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092592
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt047489
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt041695
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-5157
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt047489
IRS990EZ/Form990TotalAssetsGrp/EOYAmt041695
IRS990EZ/FundraisingGrossIncomeAmt077245
IRS990EZ/GrossReceiptsAmt083637
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt05787
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt047489
IRS990EZ/NetAssetsOrFundBalancesEOYAmt042332
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt047489
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt041695
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt038.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt119.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt276.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt319.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt457.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt517.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt638.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt721.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt817.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt917.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1013.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ANDREW YOSHIKAWA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DENNIS IRWIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JOLENE CONNOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ANGELA CHRISTOPHER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4ROMY FAZELI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5EMERLY CAMINITI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6HEATHER HAMBRICK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7ANGELIQUE YOSHIKAWA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8AMANDA TROLLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9FAYE MORGAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10RYAN RINDERSPACHER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1EXEC VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4VP MEMBERSHIP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5VP WAYS & MEANS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6VP PROGRAMS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7ROOM PARENT COORDINA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8BOOK FAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9JOG A THON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10FIELD DAY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt067916
IRS990EZ/OtherRevenueTotalAmt0414
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SUPPORT PARENTS, TEACHERS AND STUDENTS
IRS990EZ/ProgramServiceRevenueAmt0191
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDED APPRECIATION FOR TEACHERS, STUDENTS, JANITORS, AND PARENTS TO PROMOTE QWORKING TOGETHER.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt020878
IRS990EZ/SpecialEventsNetIncomeLossAmt056367
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt067916
IRS990EZ/TotalRevenueAmt062759
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt062760
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt062760
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt062760
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt062760
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt062760
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt062760
IRS990ScheduleA/InvestmentIncomeCYPct00.50000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.50000
IRS990ScheduleA/PublicSupportTotal509Amt062760
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt062760
IRS990ScheduleA/Total509Grp/TotalAmt062760
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0125520
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0125520
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0AMAZON SMILE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FAMILY PROGRAMS 64640, MEMBERSHIP EXP 446, HOSPITALITY 1559, ADMIN & BANK FEES 1270
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0PART 1 LINE 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1PART 1 LINE 16
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JOLENE CONNOR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09512946355
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-10-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0TONY TOBIN ELEM PTA
ReturnHeader/Filer/BusinessNameControlTxt0TONY
ReturnHeader/Filer/EIN0202998647
ReturnHeader/Filer/PhoneNum09512946355
ReturnHeader/Filer/USAddress/AddressLine1Txt045200 MORGAN HILL DR
ReturnHeader/Filer/USAddress/CityNm0TEMECULA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092592
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0431871840
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HRB TAX GROUP INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01301 MAIN ST STE 101B
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0KANSAS CITY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd064105
ReturnHeader/PreparerPersonGrp/PhoneNum08004725625
ReturnHeader/PreparerPersonGrp/PreparationDt02024-10-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Kathleen Ferguson
ReturnHeader/ReturnTs02024-10-11T00:54:04Z
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$41,695
Liabilities
-
Net assets
$42,332
Revenue
$62,759
Expenses
$67,916
Net income
-$5,157
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.28$0.00$0.28$0.18$0.04$0.14
2023Detailed filing. Detailed filing data is available for this year.$0.42$0.42$0.63$0.68$0.05
2023Summary only. Only limited summary data is available for this year.$0.42$0.00$0.63$0.68$0.05
2021Detailed filing. Detailed filing data is available for this year.$0.33$0.33$0.19$0.09$0.10
2020Detailed filing. Detailed filing data is available for this year.$0.21$0.21$0.59$0.50$0.09
2019Detailed filing. Detailed filing data is available for this year.$0.12$0.12$0.78$0.75$0.03
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.09$0.09$0.83$1.08$0.26
2017Detailed filing. Detailed filing data is available for this year.$0.35$0.35$0.25$0.01$0.24
2016Detailed filing. Detailed filing data is available for this year.$0.11$0.11$0.43$0.56$0.13
2015Detailed filing. Detailed filing data is available for this year.$0.24$0.24$0.72$0.87$0.15
2014Summary only. Only limited summary data is available for this year.$0.39$0.00$0.70$0.62$0.08
2013Summary only. Only limited summary data is available for this year.$0.31$0.00$0.72$0.60$0.12
2012Summary only. Only limited summary data is available for this year.$0.20$0.00$0.74$0.73$0.01
2011Summary only. Only limited summary data is available for this year.$0.19$0.00$0.64$0.51$0.13