Civic Intelligence

Gerald R Ford Elementary School Parent Teacher Organization Inc

990EZ • Fiscal year 2023 • EIN 20-8491102

Aug 01, 2022 to Jul 31, 2023 • Filed on Feb 16, 2024

Organization ProfileN/A
44210 Warner TrailIndian Wells, CA 92210

(760) 772-4120

Siviq Scores

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

Liabilities / Assets

63rd percentile

0.00x

Higher debt load relative to assets than 63% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

71st percentile

0.02x

Higher debt load relative to revenue than 71% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

88th percentile

43%

Higher net margin than 88% 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

67th percentile

13%

Faster asset growth than 67% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

61st percentile

15%

Faster revenue growth than 61% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Up

$234,955

Up $26,391 (+13%) from 2022

Net Assets

Up

$233,837

Up $26,391 (+13%) from 2022

Liabilities

Flat

$1,118

Flat from 2022

Revenue And Expenses
Liabilities / Revenue71st percentileNet Margin88th percentile

Revenue

Up

$61,369

Up $7,921 (+15%) from 2022

Expenses

Up

$34,978

Up $18,522 (+113%) from 2022

Net Income

Down

$26,391

Down $10,601 (-29%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth67th percentile

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

$300K$200K$100K$0Assets 2012: $139,278Liabilities 2012: $0Net Assets 2012: $139,2782012Assets 2013: $160,572Liabilities 2013: $0Net Assets 2013: $160,5722013Assets 2014: $176,264Liabilities 2014: $02014Assets 2015: $177,275Liabilities 2015: $0Net Assets 2015: $177,2752015Assets 2016: $177,604Liabilities 2016: $12Net Assets 2016: $177,5922016Assets 2017: $163,010Liabilities 2017: $02017Assets 2018: $204,908Liabilities 2018: $829Net Assets 2018: $204,0792018Assets 2019: $208,916Liabilities 2019: $1,123Net Assets 2019: $207,7932019Assets 2020: $196,798Liabilities 2020: $1,130Net Assets 2020: $195,6682020Assets 2021: $171,572Liabilities 2021: $1,118Net Assets 2021: $170,4542021Assets 2022: $208,564Liabilities 2022: $1,118Net Assets 2022: $207,4462022Assets 2023: $234,955Liabilities 2023: $1,118Net Assets 2023: $233,8372023Assets 2024: $262,962Net Assets 2024: $262,9622024

Highlighted filing

2023

Assets$234,955
Liabilities$1,118
Net Assets$233,837
Open 2023 Filing

Operations Trend

Revenue Growth61st percentile

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

$100K$50K$0-$50KRevenue 2012: $56,822Expenses 2012: $34,011Net Income 2012: $22,8112012Revenue 2013: $51,773Expenses 2013: $30,479Net Income 2013: $21,2942013Revenue 2014: $70,650Expenses 2014: $54,958Net Income 2014: $15,6922014Revenue 2015: $62,575Expenses 2015: $61,564Net Income 2015: $1,0112015Revenue 2016: $56,731Expenses 2016: $56,414Net Income 2016: $3172016Revenue 2017: $56,465Expenses 2017: $71,047Net Income 2017: -$14,5822017Revenue 2018: $85,646Expenses 2018: $44,164Net Income 2018: $41,4822018Revenue 2019: $84,193Expenses 2019: $80,479Net Income 2019: $3,7142019Revenue 2020: $47,047Expenses 2020: $59,165Net Income 2020: -$12,1182020Revenue 2021: $3,987Expenses 2021: $29,201Net Income 2021: -$25,2142021Revenue 2022: $53,448Expenses 2022: $16,456Net Income 2022: $36,9922022Revenue 2023: $61,369Expenses 2023: $34,978Net Income 2023: $26,3912023Revenue 2024: $78,683Expenses 2024: $57,365Net Income 2024: $21,3182024

Highlighted filing

2023

Revenue$61,369
Expenses$34,978
Net Income$26,391
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2022 to Jul 31, 2023
Signed
Feb 16, 2024
Return Version
2022v5.0
Gross Receipts
$88,293
Mission and Program Overview

Mission

To promote the welfare of our children in the home,school and community. To increase and enhance member participation in the school.to assist building the relationship between parents and teachers so they may work together in a cooperative spirit of service to the school and community. To enhance the educational facilities and opportunities for the studnets in ways not otherwise provided for in the school budgets.

Enhancement of Educational Experience for Students at Gerald R Ford Elementary School.

Program Services

DescriptionGrantsExpenses
Support to/for Gerald R Ford Elementary School$24,121$34,851
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Tiffany KaralyPresident-$0--
Jenelle JarmondSecretary-$0--
Marrisa BerumenCFO-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Various Fund Raising Events$35,806$35,806$26,924$8,882
Total Events$35,806$35,806$26,924$8,882
Filing and Contact Details

Filer

Filer Name
Gerald R Ford Elementary School Parent
EIN
20-8491102
Phone
7607724120
Address
44210 Warner Trail, Indian Wells, CA 92210

Signing Officer

Name
Angie Marie Lafond
Title
President
Signed
2024-02-16
Discuss with paid preparer
Yes

Preparer

Firm
Thomas E Vineyard & Associates
Address
72650 Fred Waring Dr Suite A 201, Palm Desert, CA 92260
Preparer
Thomas E Vineyard
Phone
7603469729
Supplemental Narrative

Additional Explanations

Grants and Similar Amounts Paid In Excess of $5,000.1

“| Donee's Name: Desert Sands USD | Donee's Address: 47950 Dune Palms Road La Quinta CA 92253 | Relationship of Donee: Parent Teacher Org/School | Cash Amount Given: $34121”

Other Expenses.1002

“Office Expenses $53”

Other Expenses.1012

“Insurance $730”

Other Expenses.1

“General Supplies $60”

Other Expenses.2

“Bank Fees $14”

Total Liabilities.1002

“Grants Payable - Beginning $1118 Grants Payable - Ending $1118”

Raw XML Appendix168 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
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IRS990EZ/BooksInCareOfDetail/PhoneNum07607724120
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt044210 Warner Trail
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Indian Wells
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092210
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0208564
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0234955
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt052423
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
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IRS990EZ/GrossReceiptsAmt088293
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
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IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0207446
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0233837
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0207446
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Tiffany Karaly
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Jenelle Jarmond
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Marrisa Berumen
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2CFO
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt0857
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Enhancement of Educational Experience for Students at Gerald R Ford Elementary School.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Support to/for Gerald R Ford Elementary School
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt024121
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt034851
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt026924
IRS990EZ/SpecialEventsNetIncomeLossAmt08882
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt01118
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt01118
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt034978
IRS990EZ/TotalProgramServiceExpensesAmt034851
IRS990EZ/TotalRevenueAmt061369
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt052423
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt038876
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt091299
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt064
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt067
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0131
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt035806
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt023540
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt059346
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt064
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt067
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0131
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal509Amt0150645
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt088229
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt062416
IRS990ScheduleA/Total509Grp/TotalAmt0150645
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt088293
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt062483
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0150776
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt026924
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Various Fund Raising Events
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt035806
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt035806
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt035806
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt035806
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt08882
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt026924
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt026924
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Donee's Name: Desert Sands USD | Donee's Address: 47950 Dune Palms Road La Quinta CA 92253 | Relationship of Donee: Parent Teacher Org/School | Cash Amount Given: $34121
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Expenses $53
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Insurance $730
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3General Supplies $60
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Bank Fees $14
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Grants Payable - Beginning $1118 Grants Payable - Ending $1118
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1002
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.2
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Angie Marie Lafond
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-02-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Gerald R Ford Elementary School Parent
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0Teacher Organization Inc
ReturnHeader/Filer/BusinessNameControlTxt0GERA
ReturnHeader/Filer/EIN0208491102
ReturnHeader/Filer/PhoneNum07607724120
ReturnHeader/Filer/USAddress/AddressLine1Txt044210 Warner Trail
ReturnHeader/Filer/USAddress/CityNm0Indian Wells
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092210
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0562317769
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Thomas E Vineyard & Associates
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt072650 Fred Waring Dr Suite A 201
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Palm Desert
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092260
ReturnHeader/PreparerPersonGrp/PhoneNum07603469729
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Thomas E Vineyard
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02024-02-24T10:18:31-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Angie Marie
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Lafond
ReturnHeader/TaxPeriodBeginDt02022-08-01
ReturnHeader/TaxPeriodEndDt02023-07-31
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
$234,955
Liabilities
$1,118
Net assets
$233,837
Revenue
$61,369
Expenses
$34,978
Net income
$26,391
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.63$2.63$0.79$0.57$0.21
2023Detailed filing. Detailed filing data is available for this year.$2.35$0.01$2.34$0.61$0.35$0.26
2022Detailed filing. Detailed filing data is available for this year.$2.09$0.01$2.07$0.53$0.16$0.37
2021Detailed filing. Detailed filing data is available for this year.$1.72$0.01$1.70$0.04$0.29$0.25
2020Detailed filing. Detailed filing data is available for this year.$1.97$0.01$1.96$0.47$0.59$0.12
2019Detailed filing. Detailed filing data is available for this year.$2.09$0.01$2.08$0.84$0.80$0.04
2018Detailed filing. Detailed filing data is available for this year.$2.05$0.01$2.04$0.86$0.44$0.41
2017Summary only. Only limited summary data is available for this year.$1.63$0.00$0.56$0.71$0.15
2016Detailed filing. Detailed filing data is available for this year.$1.78$0.00$1.78$0.57$0.56$0.00
2015Detailed filing. Detailed filing data is available for this year.$1.77$0.00$1.77$0.63$0.62$0.01
2014Summary only. Only limited summary data is available for this year.$1.76$0.00$0.71$0.55$0.16
2013Summary only. Only limited summary data is available for this year.$1.61$0.00$1.61$0.52$0.30$0.21
2012Summary only. Only limited summary data is available for this year.$1.39$0.00$1.39$0.57$0.34$0.23