Civic Intelligence

Katherine Finchy PTA

EIN 20-8686149 • 501(c)3 • Palm Springs, CA

Profile

Organization provides funds to teachers

777 E TachevahPalm Springs, CA 92262

n/A

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 2023

Liabilities / Revenue

61st percentile

0.00x

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

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

Net Margin

72nd percentile

17%

Higher net margin than 72% of similar nonprofits.

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

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

87th percentile

48%

Faster asset growth than 87% of similar nonprofits.

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

Revenue Growth

25th percentile

-30%

Faster revenue growth than 25% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$10,335

Down $6,096 (-37%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$10,335

Down $6,096 (-37%) from 2023

Operations
Liabilities / Revenue61st percentileNet Margin72nd percentile

Revenue

Down

$15,691

Down $15,103 (-49%) from 2023

Expenses

Down

$21,787

Down $3,676 (-14%) from 2023

Net Income

Down

-$6,096

Down $11,427 (-214%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth87th percentile

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

$20K$15K$10K$5.0K$0Assets 2009: $1Liabilities 2009: $02009Assets 2010: $1Liabilities 2010: $02010Assets 2011: $1Liabilities 2011: $02011Assets 2012: $8,254Liabilities 2012: $02012Assets 2013: $7,225Net Assets 2013: $7,2252013Assets 2014: $6,810Liabilities 2014: $02014Assets 2015: $13,226Net Assets 2015: $13,2262015Assets 2016: $7,603Net Assets 2016: $7,6032016Assets 2017: $6,128Net Assets 2017: $6,1282017Assets 2018: $5,973Net Assets 2018: $5,9732018Assets 2019: $3,344Net Assets 2019: $3,3442019Assets 2020: $15,548Net Assets 2020: $15,5482020Assets 2021: $1,772Liabilities 2021: $0Net Assets 2021: $1,7722021Assets 2022: $11,100Liabilities 2022: $0Net Assets 2022: $11,1002022Assets 2023: $16,431Liabilities 2023: $0Net Assets 2023: $16,4312023Assets 2024: $10,335Liabilities 2024: $0Net Assets 2024: $10,3352024

Highlighted filing

2024

Assets$10,335
Liabilities$0
Net Assets$10,335
Open 2024 Filing

Operations Trend

Revenue Growth25th percentile

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

$60K$40K$20K$0-$20KRevenue 2009: $0Expenses 2009: $0Net Income 2009: $02009Revenue 2010: $0Expenses 2010: $0Net Income 2010: $02010Revenue 2011: $0Expenses 2011: $0Net Income 2011: $02011Revenue 2012: $40,611Expenses 2012: $32,357Net Income 2012: $8,2542012Revenue 2013: $25,670Expenses 2013: $26,699Net Income 2013: -$1,0292013Revenue 2014: $36,110Expenses 2014: $44,156Net Income 2014: -$8,0462014Revenue 2015: $46,938Expenses 2015: $40,522Net Income 2015: $6,4162015Revenue 2016: $51,963Expenses 2016: $57,586Net Income 2016: -$5,6232016Revenue 2017: $52,527Expenses 2017: $54,002Net Income 2017: -$1,4752017Revenue 2018: $46,653Expenses 2018: $46,808Net Income 2018: -$1552018Revenue 2019: $42,272Expenses 2019: $44,901Net Income 2019: -$2,6292019Revenue 2020: $51,268Expenses 2020: $39,064Net Income 2020: $12,2042020Revenue 2021: $1,827Expenses 2021: $15,603Net Income 2021: -$13,7762021Revenue 2022: $44,297Expenses 2022: $34,969Net Income 2022: $9,3282022Revenue 2023: $30,794Expenses 2023: $25,463Net Income 2023: $5,3312023Revenue 2024: $15,691Expenses 2024: $21,787Net Income 2024: -$6,0962024

Highlighted filing

2024

Revenue$15,691
Expenses$21,787
Net Income-$6,096
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$10,335
Liabilities
$0
Net assets
$10,335
Revenue
$15,691
Expenses
$21,787
Net income
-$6,096
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$10.3$0.00$10.3$15.7$21.8$6.10
2023Detailed filing. Detailed filing data is available for this year.$16.4$0.00$16.4$30.8$25.5$5.33
2022Detailed filing. Detailed filing data is available for this year.$11.1$0.00$11.1$44.3$35.0$9.33
2021Detailed filing. Detailed filing data is available for this year.$1.77$0.00$1.77$1.83$15.6$13.8
2020Detailed filing. Detailed filing data is available for this year.$15.5$15.5$51.3$39.1$12.2
2019Detailed filing. Detailed filing data is available for this year.$3.34$3.34$42.3$44.9$2.63
2018Detailed filing. Detailed filing data is available for this year.$5.97$5.97$46.7$46.8$0.16
2017Detailed filing. Detailed filing data is available for this year.$6.13$6.13$52.5$54.0$1.48
2016Detailed filing. Detailed filing data is available for this year.$7.60$7.60$52.0$57.6$5.62
2015Detailed filing. Detailed filing data is available for this year.$13.2$13.2$46.9$40.5$6.42
2014Summary only. Only limited summary data is available for this year.$6.81$0.00$36.1$44.2$8.05
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.23$7.23$25.7$26.7$1.03
2012Summary only. Only limited summary data is available for this year.$8.25$0.00$40.6$32.4$8.25
2011Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$0.00$0.00
2010Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$0.00$0.00
2009Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$0.00$0.00
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 7, 2025
Return Version
2023v6.0
Gross Receipts
$15,691
Mission and Program Overview

Mission

Organization provides funds to teachers for school activities, field trips, classroom supplies, achievement awards to students and other school related costs.

Organization provides funds to teachers

Program Services

DescriptionGrantsExpenses
BOTTLE FILLER STATION-$10,552
SPIRIT WEAR-$2,451
JOGATHON FUNDRAISER-$1,360
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KATHY WALTERSSecretaryPT$0--
KRISTEN GOERZENPresidentPT$0--
SHANNON DIONTreasurerPT$0--
Filing and Contact Details

Filer

Filer Name
Katherine Finchy Pta
EIN
20-8686149
Address
777 E TACHEVAH, PALM SPRINGS, CA 92262

Signing Officer

Name
Shannon Dion
Title
Treasurer
Phone
7604168190
Signed
2025-05-07
Discuss with paid preparer
Yes

Preparer

Firm
Omni Tax Service
Address
650 E TAHQUITZ CYN WAY Ste 2, PALM SPRINGS, CA 92262
Preparer
Heidi Horton-degroat
Phone
7603254111
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

“Description amountadministration 1,195teacher account 1,425fundraisers 2,700spiritwear 2,451end of year talent show 150staff appreciation 671meet the masters 990grade level activities 1,652bottle filler station 10,552rounding 1”

Raw XML Appendix143 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/PersonNm0SHANNON DION
IRS990EZ/BooksInCareOfDetail/PhoneNum05038075798
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0777 E TACHEVAH
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0PALM SPRINGS
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092262
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt016431
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt010335
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-6096
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt016431
IRS990EZ/Form990TotalAssetsGrp/EOYAmt010335
IRS990EZ/GrossReceiptsAmt015691
IRS990EZ/GroupExemptionNum00646
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0254
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt016431
IRS990EZ/NetAssetsOrFundBalancesEOYAmt010335
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt016431
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt010335
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt215.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0KATHY WALTERS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1KRISTEN GOERZEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2SHANNON DION
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt021787
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0ORGANIZATION PROVIDES FUNDS TO TEACHERS
IRS990EZ/ProgramServiceRevenueAmt015437
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0BOTTLE FILLER STATION
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1SPIRIT WEAR
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2JOGATHON FUNDRAISER
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt010552
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt12451
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt21360
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt021787
IRS990EZ/TotalProgramServiceExpensesAmt014363
IRS990EZ/TotalRevenueAmt015691
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesEngagedOrgInvlmntInd0false
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesFurtherExemptPrpsInd0false
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesTestInd0X
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd0true
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd0true
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0999999999
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd02
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0KATHERINE FINCHY ELEMENTARY
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3FuncIntInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION AMOUNTADMINISTRATION 1,195TEACHER ACCOUNT 1,425FUNDRAISERS 2,700SPIRITWEAR 2,451END OF YEAR TALENT SHOW 150STAFF APPRECIATION 671MEET THE MASTERS 990GRADE LEVEL ACTIVITIES 1,652BOTTLE FILLER STATION 10,552ROUNDING 1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SHANNON DION
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07604168190
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0KATHERINE FINCHY PTA
ReturnHeader/Filer/BusinessNameControlTxt0KATH
ReturnHeader/Filer/EIN0208686149
ReturnHeader/Filer/USAddress/AddressLine1Txt0777 E TACHEVAH
ReturnHeader/Filer/USAddress/CityNm0PALM SPRINGS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092262
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0770036430
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0OMNI TAX SERVICE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0650 E TAHQUITZ CYN WAY Ste 2
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PALM SPRINGS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092262
ReturnHeader/PreparerPersonGrp/PhoneNum07603254111
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0HEIDI HORTON-DEGROAT
ReturnHeader/ReturnTs02025-05-09T17:33:01-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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