Civic Intelligence

Orcutt Junior High School Ptsa

EIN 23-7033410 • 501(c)3 • Orcutt, CA

Profile

Student support and enrichment for approximatley 550 students, includes interactive presentations, honor society incentives, student of the month, graduation activities, and community outreach

608 PinalOrcutt, CA 93455

n/A

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2025

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2025

Net Margin

96th percentile

83%

Higher net margin than 96% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2025

Asset Growth

93rd percentile

120%

Faster asset growth than 93% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

62nd percentile

8.2%

Faster revenue growth than 62% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$11,174

Up $4,597 (+70%) from 2021

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Up

$11,174

Up $4,597 (+70%) from 2021

Operations
Liabilities / RevenueScore unavailableNet Margin96th percentile

Revenue

Up

$9,452

Up $8,345 (+754%) from 2021

Expenses

Down

$4,855

Down $3,736 (-43%) from 2021

Net Income

Up

$4,597

Up $12,081 (+161%) from 2021

Trend Graphs

Balance Sheet Trend

Asset Growth93rd percentile

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

$15K$10K$5.0K$0Assets 2014: $14,117Net Assets 2014: $14,1172014Assets 2015: $11,597Net Assets 2015: $11,5972015Assets 2016: $11,767Net Assets 2016: $11,7672016Assets 2017: $12,761Net Assets 2017: $12,7612017Assets 2019: $2,266Net Assets 2019: $2,2662019Assets 2020: $14,061Net Assets 2020: $14,0612020Assets 2021: $6,577Net Assets 2021: $6,5772021Assets 2022: $11,174Net Assets 2022: $11,1742022

Highlighted filing

2022

Assets$11,174
Liabilities-
Net Assets$11,174
Open 2022 Filing

Operations Trend

Revenue Growth62nd percentile

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

$20K$10K$0-$10KRevenue 2014: $14,870Expenses 2014: $11,459Net Income 2014: $3,4112014Revenue 2015: $11,696Expenses 2015: $14,216Net Income 2015: -$2,5202015Revenue 2016: $12,871Expenses 2016: $12,701Net Income 2016: $1702016Revenue 2017: $15,627Expenses 2017: $14,633Net Income 2017: $9942017Revenue 2019: $5,920Expenses 2019: $13,286Net Income 2019: -$7,3662019Revenue 2020: $18,268Expenses 2020: $6,473Net Income 2020: $11,7952020Revenue 2021: $1,107Expenses 2021: $8,591Net Income 2021: -$7,4842021Revenue 2022: $9,452Expenses 2022: $4,855Net Income 2022: $4,5972022

Highlighted filing

2022

Revenue$9,452
Expenses$4,855
Net Income$4,597
Open 2022 Filing

Filings

Most recent year

2022 • Form 990EZXML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$11,174
Liabilities
-
Net assets
$11,174
Revenue
$9,452
Expenses
$4,855
Net income
$4,597
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$11.2$11.2$9.45$4.86$4.60
2021Detailed filing. Detailed filing data is available for this year.$6.58$6.58$1.11$8.59$7.48
2020Detailed filing. Detailed filing data is available for this year.$14.1$14.1$18.3$6.47$11.8
2019Detailed filing. Detailed filing data is available for this year.$2.27$2.27$5.92$13.3$7.37
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$12.8$12.8$15.6$14.6$0.99
2016Detailed filing. Detailed filing data is available for this year.$11.8$11.8$12.9$12.7$0.17
2015Detailed filing. Detailed filing data is available for this year.$11.6$11.6$11.7$14.2$2.52
2014Detailed filing. Detailed filing data is available for this year.$14.1$14.1$14.9$11.5$3.41
Latest Detailed Filing

The latest 2022 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2021 below.

Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
May 13, 2022
Return Version
2020v4.0
Gross Receipts
$1,107
Mission and Program Overview

Mission

Student support and enrichment for approximatley 550 students, includes interactive presentations, honor society incentives, student of the month, graduation activities, and community outreach

Program Services

DescriptionGrantsExpenses
TEACHER AND STUDENT SUPPORT AND ENRICHMENT FOR APPROXIMATLEY 550 STUDENTS, INCLUDES INTERACTIVE PRESENTATIONS, HONOR SOCIETY INCENTIVES, STUDENT OF THE MONTH, GRADUATION ACTIVITIES, AND COMMUNITY OUTREACH$8,591-
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Allison SmithPresident-$0--
NoneVice President-$0--
Charlene SouzaAuditor-$0--
Lupe ValdezTreasurer-$0--
Tara HanksSecretary-$0--
Angela GudmundsParliamentarian-$0--
NoneHistorian-$0--
KELLY OSBORNEPrincipal-$0--
Filing and Contact Details

Filer

Filer Name
Orcutt Junior High School Ptsa
EIN
23-7033410
Phone
8059388700
Address
608 PINAL, ORCUTT, CA 93455

Signing Officer

Name
Maria Acosta
Title
President
Signed
2022-05-13
Discuss with paid preparer
Yes

Preparer

Firm
Moss Levy & Hartzheim LLP
Address
2400 Professional Parkway Suite 205, Santa Maria, CA 93455
Preparer
Ron Levy CPA
Phone
8059252579
Supplemental Narrative

Additional Explanations

Other Expenses.1002

“Office Expenses $1055”

Other Expenses.1

“Teacher/student support and ed $6283”

Other Expenses.2

“HOSPITALITY $1103”

Raw XML Appendix179 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/PersonNm0LILLIAN JOYCE
IRS990EZ/BooksInCareOfDetail/PhoneNum08052601564
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0608 PINAL
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0ORCUTT
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd093455
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt014061
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt06577
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0532
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-7484
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0150
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt014061
IRS990EZ/Form990TotalAssetsGrp/EOYAmt06577
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt01107
IRS990EZ/GroupExemptionNum00646
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0575
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt014061
IRS990EZ/NetAssetsOrFundBalancesEOYAmt06577
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt014061
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt06577
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt42.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt52.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt62.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt72.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Allison Smith
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1None
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Charlene Souza
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Lupe Valdez
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Tara Hanks
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Angela Gudmunds
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6None
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7KELLY OSBORNE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2AUDITOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5PARLIAMENTARIAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6HISTORIAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7PRINCIPAL
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt08441
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0STUDENT SUPPORT AND ENRICHMENT FOR APPROXIMATLEY 550 STUDENTS, INCLUDES INTERACTIVE PRESENTATIONS, HONOR SOCIETY INCENTIVES, STUDENT OF THE MONTH, GRADUATION ACTIVITIES, AND COMMUNITY OUTREACH
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TEACHER AND STUDENT SUPPORT AND ENRICHMENT FOR APPROXIMATLEY 550 STUDENTS, INCLUDES INTERACTIVE PRESENTATIONS, HONOR SOCIETY INCENTIVES, STUDENT OF THE MONTH, GRADUATION ACTIVITIES, AND COMMUNITY OUTREACH
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt08591
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt08591
IRS990EZ/TotalProgramServiceExpensesAmt08591
IRS990EZ/TotalRevenueAmt01107
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationOtherInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0575
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt02359
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt02313
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt02136
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt02947
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt010330
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt01
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt01
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt02
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0532
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt016676
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt015514
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt018026
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt022132
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt072880
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt01
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt01
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt02
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt083210
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt01107
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt019035
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt017827
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt020162
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt025079
IRS990ScheduleA/Total509Grp/TotalAmt083210
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt01107
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt019035
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt017828
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt020162
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt025080
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt083212
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $1055
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1TEACHER/STUDENT SUPPORT AND ED $6283
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2HOSPITALITY $1103
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.2
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Maria Acosta
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-05-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ORCUTT JUNIOR HIGH SCHOOL PTSA
ReturnHeader/Filer/BusinessNameControlTxt0ORCU
ReturnHeader/Filer/EIN0237033410
ReturnHeader/Filer/PhoneNum08059388700
ReturnHeader/Filer/USAddress/AddressLine1Txt0608 PINAL
ReturnHeader/Filer/USAddress/CityNm0ORCUTT
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093455
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0753194011
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Moss Levy & Hartzheim LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02400 Professional Parkway Suite 205
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Santa Maria
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd093455
ReturnHeader/PreparerPersonGrp/PhoneNum08059252579
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Ron Levy CPA
ReturnHeader/ReturnTs02022-05-13T10:16:11-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Maria
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Acosta
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.