Civic Intelligence

Tesves PTO

990EZ • Fiscal year 2020 • EIN 20-3192832

Jul 01, 2019 to Jun 30, 2020 • Filed on Feb 04, 2022

Organization ProfileN/A
2121 Vineyard DriveTempleton, CA 93465

(805) 234-0591

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 2020

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2020

Net Margin

19th percentile

-25%

Higher net margin than 19% 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

24th percentile

-14%

Faster asset growth than 24% of similar nonprofits.

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

Revenue Growth

35th percentile

-30%

Faster revenue growth than 35% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$89,628

Down $14,019 (-14%) from 2019

Net Assets

Down

$89,628

Down $14,019 (-14%) from 2019

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin19th percentile

Revenue

Down

$55,026

Down $24,030 (-30%) from 2019

Expenses

Up

$69,045

Up $12,655 (+22%) from 2019

Net Income

Down

-$14,019

Down $36,685 (-162%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth24th percentile

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

$150K$100K$50K$0Assets 2011: $54,349Liabilities 2011: $02011Assets 2012: $63,789Liabilities 2012: $02012Assets 2013: $31,459Liabilities 2013: $02013Assets 2014: $25,706Net Assets 2014: $25,7062014Assets 2016: $36,623Net Assets 2016: $36,6232016Assets 2017: $48,548Net Assets 2017: $48,5482017Assets 2018: $80,981Net Assets 2018: $80,9812018Assets 2019: $103,647Net Assets 2019: $103,6472019Assets 2020: $89,628Net Assets 2020: $89,6282020Assets 2021: $62,550Liabilities 2021: $3,468Net Assets 2021: $59,0822021Assets 2022: $62,682Net Assets 2022: $62,6822022Assets 2023: $77,891Liabilities 2023: $02023Assets 2024: $103,158Liabilities 2024: $02024Assets 2025: $129,961Net Assets 2025: $129,9612025

Highlighted filing

2020

Assets$89,628
Liabilities-
Net Assets$89,628
Open 2020 Filing

Operations Trend

Revenue Growth35th percentile

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

$200K$100K$0-$100KRevenue 2011: $76,476Expenses 2011: $84,007Net Income 2011: -$7,5312011Revenue 2012: $54,643Expenses 2012: $45,203Net Income 2012: $9,4402012Revenue 2013: $62,389Expenses 2013: $94,719Net Income 2013: -$32,3302013Revenue 2014: $63,149Expenses 2014: $68,902Net Income 2014: -$5,7532014Revenue 2016: $105,203Expenses 2016: $75,820Net Income 2016: $29,3832016Revenue 2017: $80,817Expenses 2017: $68,892Net Income 2017: $11,9252017Revenue 2018: $74,347Expenses 2018: $41,914Net Income 2018: $32,4332018Revenue 2019: $79,056Expenses 2019: $56,390Net Income 2019: $22,6662019Revenue 2020: $55,026Expenses 2020: $69,045Net Income 2020: -$14,0192020Revenue 2021: $353Expenses 2021: $30,899Net Income 2021: -$30,5462021Revenue 2022: $138,876Expenses 2022: $135,276Net Income 2022: $3,6002022Revenue 2023: $98,366Expenses 2023: $83,157Net Income 2023: $15,2092023Revenue 2024: $187,667Expenses 2024: $162,400Net Income 2024: $25,2672024Revenue 2025: $150,369Expenses 2025: $123,566Net Income 2025: $26,8032025

Highlighted filing

2020

Revenue$55,026
Expenses$69,045
Net Income-$14,019
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Feb 4, 2022
Return Version
2019v5.1
Gross Receipts
$73,464
Mission and Program Overview

Mission

Supporting Elementary Schools in Templeton, CA

To support two elementary schools in templeton ca. Templeton elementary school (tes) and vineyard elementary school (ves)

Program Services

DescriptionGrantsExpenses
VARIOUS SCHOOL RELATED ACTIVITIES AND EDUCATION EXPERIENCES REQUESTED BY SCHOOL AND TEACHERS$32,777-
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BONNIE LOFTUSPresident - Tes-$0--
AZURAE SCHULTSVP - Tes-$0--
MICHELLE ARENATreasurer - Tes-$0--
JENNIFER LUCEROCo-President - Ves-$0--
KRISTI ABATTICo-President - Ves-$0--
PATRICIA DAHMTreasurer - Ves-$0--
SARAH SWITZERSecretary - Ves-$0--
Filing and Contact Details

Filer

Filer Name
Tes Ves Pto
EIN
20-3192832
Phone
8052340591
Address
2121 VINEYARD DRIVE, TEMPLETON, CA 93465

Signing Officer

Name
Jennifer Lucero
Title
Co-president - Ves
Phone
8052340591
Signed
2022-02-04
Discuss with paid preparer
No

Preparer

Firm
H and R Block
Address
527 PINE ST, PASO ROBLES, CA 93446
Preparer
William Gallant
Phone
8052380715
Supplemental Narrative

Additional Explanations

Form 990EZ Parti Line 10

“Templeton elementary school / vineyard elementary school $32777”

Raw XML Appendix140 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/AmendedReturnInd0X
IRS990EZ/BenefitsPaidToOrForMembersAmt017012
IRS990EZ/BooksInCareOfDetail/PersonNm0MICHELLE ARENAS
IRS990EZ/BooksInCareOfDetail/PhoneNum08582304454
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt02121 VINEYARD DRIVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Templeton
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd093465
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0103647
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt089628
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-14019
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0500
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0103647
IRS990EZ/Form990TotalAssetsGrp/EOYAmt089628
IRS990EZ/FundraisingGrossIncomeAmt065455
IRS990EZ/GrantsAndSimilarAmountsPaidAmt032777
IRS990EZ/GrossReceiptsAmt073464
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt08009
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0103647
IRS990EZ/NetAssetsOrFundBalancesEOYAmt089628
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0103647
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt089628
IRS990EZ/OccupancyRentUtltsAndMaintAmt093
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt40.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt50.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt60.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0BONNIE LOFTUS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1AZURAE SCHULTS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MICHELLE ARENA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JENNIFER LUCERO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4KRISTI ABATTI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5PATRICIA DAHM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6SARAH SWITZER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT - TES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VP - TES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER - TES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3CO-PRESIDENT - VES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4CO-PRESIDENT - VES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5TREASURER - VES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6SECRETARY - VES
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt018663
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO SUPPORT TWO ELEMENTARY SCHOOLS IN TEMPLETON CA. TEMPLETON ELEMENTARY SCHOOL (TES) AND VINEYARD ELEMENTARY SCHOOL (VES)
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0VARIOUS SCHOOL RELATED ACTIVITIES AND EDUCATION EXPERIENCES REQUESTED BY SCHOOL AND TEACHERS
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt032777
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt018438
IRS990EZ/SpecialEventsNetIncomeLossAmt047017
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt069045
IRS990EZ/TotalRevenueAmt055026
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt011550
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt011786
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt05860
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt014501
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt043697
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt071351
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt062561
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt074957
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0178932
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0387801
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0431498
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt082901
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt074347
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt080817
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0193433
IRS990ScheduleA/Total509Grp/TotalAmt0431498
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt082901
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt074347
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt080817
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0193433
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0431498
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TEMPLETON ELEMENTARY SCHOOL / VINEYARD ELEMENTARY SCHOOL $32777
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990EZ PARTI LINE 10
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0JENNIFER LUCERO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CO-PRESIDENT - VES
ReturnHeader/BusinessOfficerGrp/PhoneNum08052340591
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-02-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0TES VES PTO
ReturnHeader/Filer/BusinessNameControlTxt0TESV
ReturnHeader/Filer/EIN0203192832
ReturnHeader/Filer/PhoneNum08052340591
ReturnHeader/Filer/USAddress/AddressLine1Txt02121 VINEYARD DRIVE
ReturnHeader/Filer/USAddress/CityNm0TEMPLETON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093465
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0770417452
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0H AND R BLOCK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0527 PINE ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PASO ROBLES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd093446
ReturnHeader/PreparerPersonGrp/PhoneNum08052380715
ReturnHeader/PreparerPersonGrp/PreparationDt02022-02-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0WILLIAM GALLANT
ReturnHeader/ReturnTs02022-02-07T15:29:55Z
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$89,628
Liabilities
-
Net assets
$89,628
Revenue
$55,026
Expenses
$69,045
Net income
-$14,019
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.30$1.30$1.50$1.24$0.27
2024Summary only. Only limited summary data is available for this year.$1.03$0.00$1.88$1.62$0.25
2023Summary only. Only limited summary data is available for this year.$0.78$0.00$0.98$0.83$0.15
2022Detailed filing. Detailed filing data is available for this year.$0.63$0.63$1.39$1.35$0.04
2021Detailed filing. Detailed filing data is available for this year.$0.63$0.03$0.59$0.00$0.31$0.31
2020Detailed filing. Detailed filing data is available for this year.$0.90$0.90$0.55$0.69$0.14
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.04$1.04$0.79$0.56$0.23
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.81$0.81$0.74$0.42$0.32
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.49$0.49$0.81$0.69$0.12
2016Detailed filing. Detailed filing data is available for this year.$0.37$0.37$1.05$0.76$0.29
2014Detailed filing. Detailed filing data is available for this year.$0.26$0.26$0.63$0.69$0.06
2013Summary only. Only limited summary data is available for this year.$0.31$0.00$0.62$0.95$0.32
2012Summary only. Only limited summary data is available for this year.$0.64$0.00$0.55$0.45$0.09
2011Summary only. Only limited summary data is available for this year.$0.54$0.00$0.76$0.84$0.08
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2020 filings • 501(c)3 • <$500k nonprofits