Civic Intelligence

Old Orchard PTO

990EZ • Fiscal year 2019 • EIN 20-4891373

Jul 01, 2018 to Jun 30, 2019 • Filed on Nov 06, 2019

25141 Avenida RondelValencia, CA 91355

(661) 733-0037

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

57th percentile

0.00x

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

57th percentile

0.00x

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

11th percentile

-34%

Higher net margin than 11% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

14th percentile

-32%

Faster asset growth than 14% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

35th percentile

-9.5%

Faster revenue growth than 35% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Assets

Down

$22,356

Down $10,703 (-32%) from 2018

Net Assets

Down

$22,356

Down $10,703 (-32%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue

Down

$31,351

Down $3,276 (-9.5%) from 2018

Expenses

Down

$42,054

Down $1,372 (-3.2%) from 2018

Net Income

Down

-$10,703

Down $1,904 (-22%) from 2018

Historical Trend

Balance Sheet Trend

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

$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

2019

Assets$22,356
Liabilities$0
Net Assets$22,356

Operations Trend

Revenue, expenses, and net income across loaded years, with this 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

2019

Revenue$31,351
Expenses$42,054
Net Income-$10,703
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Nov 6, 2019
Return Version
2018v3.1
Gross Receipts
$55,417
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
TO PAY FOR THE COST OF ASSEMBLIES, FIELDTRIPS, AFTER SCHOOL PROGRAMS AND OTHER SCHOOL PROGRAMS AT THE OLD ORCHARD ELEMENTARY SCHOOL.$0$0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ERIN WALDMANPresident-$0--
LANI BIDWELLVice President-$0--
PATTIE RHODESTreasurerPT$0--
DORA WEXLERSecretary-$0--
SACHI YOKOYAMAParlimentarian-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Apex Fun Run$33,484$33,484$15,571$17,913
Holiday Gift Shop$5,423$5,423$1,238$4,185
Total Events$52,250$52,250$24,066$28,184
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
Erin Waldman
Title
President
Phone
6617330037
Signed
2019-11-06
Discuss with paid preparer
Yes

Preparer

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

Additional Explanations

Form 990-ez, Part I, Line 10 - Payments to Affiliates

Affiliate name: old orchard elementary school. Affiliate address: 25141 avenida rondel valencia, ca 91355. Purpose of payment: support student activities. Amount of payment: 14,342.

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

Description: yearbooks. Amount: 2,401. Description: site. Amount: 885. Description: t-shirts. Amount: 733. Description: events expense. Amount: 12,417. Description: hospitality. Amount: 44. Description: professional fees. Amount: 500. Description: pto training. Amount: 149. Description: supplies. Amount: 891. Description: programs. Amount: 8,224. Description: insurance. Amount: 1,092. Description: operations. Amount: 213. Description: bank fee. Amount: 83. Description: service. Amount: 80. Total to form 990-ez, line 16: 27,712.

Raw XML Appendix181 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/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0THE ORGANIZATION
IRS990EZ/BooksInCareOfDetail/PhoneNum06617330037
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt025141 AVENIDA RONDEL
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0VALENCIA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd091355
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt033059
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt022356
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
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IRS990EZ/ExcessOrDeficitForYearAmt0-10703
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IRS990EZ/GrantsAndSimilarAmountsPaidAmt014342
IRS990EZ/GrossReceiptsAmt055417
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/LobbyingActivitiesInd00
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IRS990EZ/NetAssetsOrFundBalancesBOYAmt033059
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IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt033059
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt33.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ERIN WALDMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1LANI BIDWELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2PATTIE RHODES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3DORA WEXLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4SACHI YOKOYAMA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4PARLIMENTARIAN
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt027712
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/ProgramServiceRevenueAmt03167
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO PAY FOR THE COST OF ASSEMBLIES, FIELDTRIPS, AFTER SCHOOL PROGRAMS AND OTHER SCHOOL PROGRAMS AT THE OLD ORCHARD ELEMENTARY SCHOOL.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SpecialEventsDirectExpensesAmt024066
IRS990EZ/SpecialEventsNetIncomeLossAmt028184
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt042054
IRS990EZ/TotalRevenueAmt031351
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0OLDORCHARDELEMENTARY.COM
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt055417
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt052754
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt013570
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt052244
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt066313
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0240298
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0240298
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt055417
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt052244
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt066313
IRS990ScheduleA/Total509Grp/TotalAmt0240298
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt055417
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt052244
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt066313
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0240298
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt024066
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0APEX FUN RUN
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0HOLIDAY GIFT SHOP
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt033484
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt05423
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt013343
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt052250
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt033484
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt05423
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt013343
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt052250
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt028184
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt07257
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt024066
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt015571
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt01238
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt015
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0AFFILIATE NAME: OLD ORCHARD ELEMENTARY SCHOOL. AFFILIATE ADDRESS: 25141 AVENIDA RONDEL VALENCIA, CA 91355. PURPOSE OF PAYMENT: SUPPORT STUDENT ACTIVITIES. AMOUNT OF PAYMENT: 14,342.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: YEARBOOKS. AMOUNT: 2,401. DESCRIPTION: SITE. AMOUNT: 885. DESCRIPTION: T-SHIRTS. AMOUNT: 733. DESCRIPTION: EVENTS EXPENSE. AMOUNT: 12,417. DESCRIPTION: HOSPITALITY. AMOUNT: 44. DESCRIPTION: PROFESSIONAL FEES. AMOUNT: 500. DESCRIPTION: PTO TRAINING. AMOUNT: 149. DESCRIPTION: SUPPLIES. AMOUNT: 891. DESCRIPTION: PROGRAMS. AMOUNT: 8,224. DESCRIPTION: INSURANCE. AMOUNT: 1,092. DESCRIPTION: OPERATIONS. AMOUNT: 213. DESCRIPTION: BANK FEE. AMOUNT: 83. DESCRIPTION: SERVICE. AMOUNT: 80. TOTAL TO FORM 990-EZ, LINE 16: 27,712.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10 - PAYMENTS TO AFFILIATES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 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/BuildTS02020-03-31 21:24:44Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ERIN WALDMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06617330037
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-06
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/FilingSecurityInformation/AtSubmissionCreationDeviceId09A2D25F061C918FC424491DE82E47200B57BFC89
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId00464164B602E969237CEBCD6682334705031E072
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt064.88.174.3
ReturnHeader/FilingSecurityInformation/IPDt02019-11-06
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm016:30:02
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/PreparationDt02019-11-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0THOMAS E ENGMAN
ReturnHeader/ReturnTs02019-11-08T14:59:10-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

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