Civic Intelligence

Old Orchard PTO

EIN 20-4891373 • 501(c)3 • Valencia, CA

Profile

To raise money for old orchard elementary school. To help pay for the cost of assemblies, fieldtrips, after school programs and other school support.

25141 Avenida RondelValencia, CA 91355

oldorchardelementary.com

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

61st percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

7th percentile

-151%

Higher net margin than 7% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2024

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2024

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$18,623

Down $3,733 (-17%) from 2019

Liabilities

Flat

$0

Flat from 2019

Net Assets

Down

$18,623

Down $3,733 (-17%) from 2019

Operations
Liabilities / Revenue61st percentileNet Margin7th percentile

Revenue

Up

$59,454

Up $28,103 (+90%) from 2019

Expenses

Up

$149,441

Up $107,387 (+255%) from 2019

Net Income

Down

-$89,987

Down $79,284 (-741%) from 2019

Trend Graphs

Balance Sheet Trend

Asset GrowthScore unavailable

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

$40K$30K$20K$10K$0Assets 2016: $28,840Liabilities 2016: $02016Assets 2018: $33,059Liabilities 2018: $0Net Assets 2018: $33,0592018Assets 2019: $22,356Liabilities 2019: $0Net Assets 2019: $22,3562019Assets 2024: $18,623Liabilities 2024: $0Net Assets 2024: $18,6232024

Highlighted filing

2024

Assets$18,623
Liabilities$0
Net Assets$18,623
Open 2024 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$200K$100K$0-$100KRevenue 2016: $10,828Expenses 2016: $16,127Net Income 2016: -$5,2992016Revenue 2018: $34,627Expenses 2018: $43,426Net Income 2018: -$8,7992018Revenue 2019: $31,351Expenses 2019: $42,054Net Income 2019: -$10,7032019Revenue 2024: $59,454Expenses 2024: $149,441Net Income 2024: -$89,9872024

Highlighted filing

2024

Revenue$59,454
Expenses$149,441
Net Income-$89,987
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$18,623
Liabilities
$0
Net assets
$18,623
Revenue
$59,454
Expenses
$149,441
Net income
-$89,987
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.19$0.00$0.19$0.59$1.49$0.90
2019Detailed filing. Detailed filing data is available for this year.$0.22$0.00$0.22$0.31$0.42$0.11
2018Detailed filing. Detailed filing data is available for this year.$0.33$0.00$0.33$0.35$0.43$0.09
2016Summary only. Only limited summary data is available for this year.$0.29$0.00$0.11$0.16$0.05
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Nov 15, 2024
Return Version
2023v5.1
Gross Receipts
$106,754
Mission and Program Overview

Mission

To raise money for old orchard elementary school. To help pay for the cost of assemblies, fieldtrips, after school programs and other school support.

Program Services

DescriptionGrantsExpenses
SUPPORT COSTS TO BUILD A SHADE STRUCTURE FOR THE EXISTING PLAY STRUCTURE AT OLD ORCHARD ELEMENTARY SCHOOL.$0$93,484
PAY FOR COST OF ASSEMBLIES AND OTHER SCHOOL ACIVITIES AT OLD ORCHARD ELEMENTARY SCHOOL.$0$28,658
SUPPORT FOR COSTS OF SCHOOL FIELDTRIPS.$0$12,893
SUPPORT FOR SCHOOL BEAUTIFICATION PROJECTS THROUGHOUT THE SCHOOL.$0$10,000
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
HEATHER RIGGINPresident-$0--
KATIE DAVISVice President-$0--
JULIE GLENTreasurerPT$0--
JEN PATTERSONSecretary-$0--
KIMMIE CICCONEParlimentarian-$0--
YVETTE CARDENASCommunication Secretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Apex Fun Run$62,805$62,805$27,859$34,946
WORLD'S FINEST CHOCOLATE$16,550$16,550$10,015$6,535
Total Events$86,809$86,809$45,380$41,429
Filing and Contact Details

Filer

Filer Name
Old Orchard Pto
EIN
20-4891373
Phone
6617330037
Address
25141 AVENIDA RONDEL, VALENCIA, CA 91355

Signing Officer

Name
Julie Glenn
Title
Treasurer
Phone
6617330037
Signed
2024-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Kkaj Llp
Address
27200 TOURNEY ROAD STE 475, VALENCIA, CA 91355
Preparer
Thomas Engman CPA
Phone
6617054222
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: programs, school projects, & school events. Amount: 145,035. Description: hospitality. Amount: 615. Description: insurance. Amount: 804. Description: school behavior program. Amount: 427. Description: staff hospitality. Amount: 1,077. Description: office supplies. Amount: 892. Description: bank fees. Amount: 1. Total to form 990-ez, line 16: 148,851.”

Raw XML Appendix188 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/CityNm0VALENCIA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0HEATHER RIGGIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1KATIE DAVIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JULIE GLEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JEN PATTERSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4KIMMIE CICCONE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5YVETTE CARDENAS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4PARLIMENTARIAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5COMMUNICATION SECRETARY
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt0148851
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TO RAISE MONEY FOR OLD ORCHARD ELEMENTARY SCHOOL. TO HELP PAY FOR THE COST OF ASSEMBLIES, FIELDTRIPS, AFTER SCHOOL PROGRAMS AND OTHER SCHOOL SUPPORT.
IRS990EZ/ProgramServiceRevenueAmt013999
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SUPPORT FOR COSTS OF SCHOOL FIELDTRIPS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1SUPPORT FOR SCHOOL BEAUTIFICATION PROJECTS THROUGHOUT THE SCHOOL.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2SUPPORT COSTS TO BUILD A SHADE STRUCTURE FOR THE EXISTING PLAY STRUCTURE AT OLD ORCHARD ELEMENTARY SCHOOL.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3PAY FOR COST OF ASSEMBLIES AND OTHER SCHOOL ACIVITIES AT OLD ORCHARD ELEMENTARY SCHOOL.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt20
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt30
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt012893
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt110000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt293484
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt328658
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SpecialEventsDirectExpensesAmt047300
IRS990EZ/SpecialEventsNetIncomeLossAmt045455
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
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IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt0149441
IRS990EZ/TotalProgramServiceExpensesAmt0145035
IRS990EZ/TotalRevenueAmt059454
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0OLDORCHARDELEMENTARY.COM
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0106754
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt084364
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt043687
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IRS990ScheduleA/InvestmentIncomeCYPct00.00000
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IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0285752
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt045380
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0APEX FUN RUN
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0WORLD'S FINEST CHOCOLATE
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt062805
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt016550
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt07454
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt086809
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt062805
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt016550
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt07454
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IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt041429
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt07506
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt045380
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt027859
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt010015
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: PROGRAMS, SCHOOL PROJECTS, & SCHOOL EVENTS. AMOUNT: 145,035. DESCRIPTION: HOSPITALITY. AMOUNT: 615. DESCRIPTION: INSURANCE. AMOUNT: 804. DESCRIPTION: SCHOOL BEHAVIOR PROGRAM. AMOUNT: 427. DESCRIPTION: STAFF HOSPITALITY. AMOUNT: 1,077. DESCRIPTION: OFFICE SUPPLIES. AMOUNT: 892. DESCRIPTION: BANK FEES. AMOUNT: 1. TOTAL TO FORM 990-EZ, LINE 16: 148,851.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JULIE GLENN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum06617330037
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0OLD ORCHARD PTO
ReturnHeader/Filer/BusinessNameControlTxt0OLDO
ReturnHeader/Filer/EIN0204891373
ReturnHeader/Filer/PhoneNum06617330037
ReturnHeader/Filer/USAddress/AddressLine1Txt025141 AVENIDA RONDEL
ReturnHeader/Filer/USAddress/CityNm0VALENCIA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd091355
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0463462919
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KKAJ LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt027200 TOURNEY ROAD STE 475
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0VALENCIA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd091355
ReturnHeader/PreparerPersonGrp/PhoneNum06617054222
ReturnHeader/PreparerPersonGrp/PreparationDt02024-11-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0THOMAS ENGMAN CPA
ReturnHeader/ReturnTs02024-11-15T18:59:27-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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