Civic Intelligence

Katherine Finchy PTA

990EZ • Fiscal year 2019 • EIN 20-8686149

Jul 01, 2018 to Jun 30, 2019 • Filed on Oct 15, 2019

777 E TachevahPalm Springs, CA 92262

(760) 416-8190

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 2019

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2019

Net Margin

28th percentile

-6.2%

Higher net margin than 28% 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

11th percentile

-44%

Faster asset growth than 11% of similar nonprofits.

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

Revenue Growth

35th percentile

-9.4%

Faster revenue growth than 35% of similar nonprofits.

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

Assets

Down

$3,344

Down $2,629 (-44%) from 2018

Net Assets

Down

$3,344

Down $2,629 (-44%) from 2018

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$42,272

Down $4,381 (-9.4%) from 2018

Expenses

Down

$44,901

Down $1,907 (-4.1%) from 2018

Net Income

Down

-$2,629

Down $2,474 (-1596%) from 2018

Historical Trend

Balance Sheet Trend

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

$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

2019

Assets$3,344
Liabilities-
Net Assets$3,344

Operations Trend

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

2019

Revenue$42,272
Expenses$44,901
Net Income-$2,629
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Oct 15, 2019
Return Version
2018v3.1
Gross Receipts
$42,272
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.

Program Services

DescriptionGrantsExpenses
ORGANIZATION PROVIDES FUNDS TO TEACHERS FOR SCHOOL ACTIVITIES, FIELD TRIPS, CLASSROOM SUPPLIES, ACHIEVENMENT AWARDS TO STUDENTS AND OTHER SCHOOL RELATED COSTS.$44,901-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MICHELLE EVERETTPresidentPT$0--
PATTY MARIONVP Ways & Means-$0--
LIZ MURPHYVP Volunteers-$0--
MANDY BARNESSecretary-$0--
CHRIS FERRISTreasurer-$0--
EMELY RIOSVP Membership-$0--
Filing and Contact Details

Filer

Filer Name
Katherine Finchy Pta
EIN
20-8686149
Phone
7604168190
Address
777 E TACHEVAH, PALM SPRINGS, CA 92262

Signing Officer

Name
Chris Ferris
Title
Treasurer
Signed
2019-10-15
Discuss with paid preparer
Yes

Preparer

Firm
Omni Tax Service
Address
650 E TAHQUITZ CANYON WAY SUITE 2, PALM SPRINGS, CA 92262-6714
Preparer
Heidi C Horton-degroat
Phone
7603254111
Supplemental Narrative

Additional Explanations

Other Expenses.1

BOOK FAIR $9947

Other Expenses.2

PENGUIN PATCH $8917

Other Expenses.3

TEACHER ACCOUNT $5701

Other Expenses.4

Grade level expenses $5600

Other Expenses.5

SPIRIT WEAR $3178

Other Expenses.6

SPAGHETTI DINNER $2072

Other Expenses.7

MEET THE MASTERS $1262

Other Expenses.8

WALK A THON $1166

Other Expenses.9

STAFF APPRECIATION $1164

Other Expenses.10

PTA OPERATIONS $1053

Other Expenses.11

Principal incentives/rewards $919

Other Expenses.12

MEMBER DUES $632

Other Expenses.13

SANDWICH BOARDS $500

Other Expenses.14

HOSPITALITY $460

Other Expenses.15

TRACK MEET $435

Other Expenses.16

FAMILY GAME NIGHT $333

Other Expenses.17

WALK TO SCHOOL $287

Other Expenses.18

HANDICAMP RAMP $272

Other Expenses.19

BANK CHARGES $272

Other Expenses.20

INSURANCE $232

Other Expenses.21

HOMECOMING PARADE $164

Other Expenses.22

RED RIBBON WEEK $163

Other Expenses.23

SUBSCRIPTIONS $139

Other Expenses.24

FAMILY NIGHT OUT $33

Raw XML Appendix193 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.

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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MICHELLE EVERETT
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2LIZ MURPHY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MANDY BARNES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4CHRIS FERRIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5EMELY RIOS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VP WAYS & MEANS
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5VP MEMBERSHIP
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt044901
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
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IRS990EZ/PoliticalCampaignActyInd0false
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IRS990EZ/ProgramServiceRevenueAmt041752
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IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt044901
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt044901
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IRS990EZ/TotalRevenueAmt042272
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
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IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
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IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
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IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
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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/GoverningDocumentListedInd0false
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd02
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0KATHERINE FINCHY ELEMENTARY
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3FuncIntInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0BOOK FAIR $9947
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PENGUIN PATCH $8917
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2TEACHER ACCOUNT $5701
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3GRADE LEVEL EXPENSES $5600
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4SPIRIT WEAR $3178
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5SPAGHETTI DINNER $2072
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6MEET THE MASTERS $1262
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7WALK A THON $1166
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8STAFF APPRECIATION $1164
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9PTA OPERATIONS $1053
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10PRINCIPAL INCENTIVES/REWARDS $919
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11MEMBER DUES $632
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12SANDWICH BOARDS $500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13HOSPITALITY $460
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14TRACK MEET $435
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15FAMILY GAME NIGHT $333
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16WALK TO SCHOOL $287
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17HANDICAMP RAMP $272
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt18BANK CHARGES $272
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt19INSURANCE $232
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt20HOMECOMING PARADE $164
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt21RED RIBBON WEEK $163
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt22SUBSCRIPTIONS $139
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt23FAMILY NIGHT OUT $33
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Expenses.12
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Other Expenses.13
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Other Expenses.14
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Other Expenses.15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Other Expenses.16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc16Other Expenses.17
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc17Other Expenses.18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc18Other Expenses.19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc19Other Expenses.20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc20Other Expenses.21
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc21Other Expenses.22
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc22Other Expenses.23
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc23Other Expenses.24
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CHRIS FERRIS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-10-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0KATHERINE FINCHY PTA
ReturnHeader/Filer/BusinessNameControlTxt0KATH
ReturnHeader/Filer/EIN0208686149
ReturnHeader/Filer/PhoneNum07604168190
ReturnHeader/Filer/USAddress/AddressLine1Txt0777 E TACHEVAH
ReturnHeader/Filer/USAddress/CityNm0PALM SPRINGS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092262
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0770036430
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0OMNI TAX SERVICE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0650 E TAHQUITZ CANYON WAY SUITE 2
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PALM SPRINGS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0922626714
ReturnHeader/PreparerPersonGrp/PhoneNum07603254111
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0HEIDI C HORTON-DEGROAT
ReturnHeader/ReturnTs02019-10-15T17:35:58-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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