Civic Intelligence

Atherwood Elementary PTA

EIN 23-7183084 • 501(c)3 • Simi Valley, CA

Profile

School support and enrichment.

2350 Greensward StSimi Valley, CA 93065

www.atherwood.simivalleyusd.org

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

27th percentile

-14%

Higher net margin than 27% 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

21st percentile

-46%

Faster asset growth than 21% of similar nonprofits.

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

Revenue Growth

46th percentile

-5.7%

Faster revenue growth than 46% of similar nonprofits.

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

Assets

Down

$11,204

Down $9,621 (-46%) from 2024

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$11,204

Down $9,621 (-46%) from 2024

Revenue

Down

$69,181

Down $4,217 (-5.7%) from 2024

Expenses

Up

$78,802

Up $2,182 (+2.8%) from 2024

Net Income

Down

-$9,621

Down $6,399 (-199%) from 2024

Trend Graphs

Balance Sheet Trend

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

$40K$30K$20K$10K$0Assets 2014: $17,421Net Assets 2014: $17,4212014Assets 2015: $34,363Liabilities 2015: $0Net Assets 2015: $34,3632015Assets 2016: $29,796Liabilities 2016: $0Net Assets 2016: $29,7962016Assets 2017: $28,640Liabilities 2017: $0Net Assets 2017: $28,6402017Assets 2018: $20,902Liabilities 2018: $0Net Assets 2018: $20,9022018Assets 2019: $21,456Liabilities 2019: $0Net Assets 2019: $21,4562019Assets 2020: $24,071Liabilities 2020: $0Net Assets 2020: $24,0712020Assets 2021: $21,270Liabilities 2021: $0Net Assets 2021: $21,2702021Assets 2022: $25,724Liabilities 2022: $0Net Assets 2022: $25,7242022Assets 2023: $24,047Net Assets 2023: $24,0472023Assets 2024: $20,825Net Assets 2024: $20,8252024Assets 2025: $11,204Net Assets 2025: $11,2042025

Highlighted filing

2025

Assets$11,204
Liabilities-
Net Assets$11,204

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2014: $45,180Expenses 2014: $36,708Net Income 2014: $8,4722014Revenue 2015: $57,586Expenses 2015: $40,645Net Income 2015: $16,9412015Revenue 2016: $54,751Expenses 2016: $59,318Net Income 2016: -$4,5672016Revenue 2017: $93,021Expenses 2017: $94,177Net Income 2017: -$1,1562017Revenue 2018: $91,718Expenses 2018: $99,456Net Income 2018: -$7,7382018Revenue 2019: $99,775Expenses 2019: $101,149Net Income 2019: -$1,3742019Revenue 2020: $83,996Expenses 2020: $81,381Net Income 2020: $2,6152020Revenue 2021: $4,724Expenses 2021: $7,525Net Income 2021: -$2,8012021Revenue 2022: $65,363Expenses 2022: $60,909Net Income 2022: $4,4542022Revenue 2023: $77,746Expenses 2023: $79,423Net Income 2023: -$1,6772023Revenue 2024: $73,398Expenses 2024: $76,620Net Income 2024: -$3,2222024Revenue 2025: $69,181Expenses 2025: $78,802Net Income 2025: -$9,6212025

Highlighted filing

2025

Revenue$69,181
Expenses$78,802
Net Income-$9,621

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Oct 20, 2025
Return Version
2024v5.2
Gross Receipts
$73,181
Mission and Program Overview

Mission

School support and enrichment

School support and enrichment.

Program Services

DescriptionGrantsExpenses
School support, field trips, music and art programs.$28,550$28,550
Carnival-$4,478
Junior Olympics-$2,544
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Georgia ScheiblePresidentPT$0--
Ashley ThompsonVice President-$0--
Tamara SchaefferVice President-$0--
Alison MellinVice President-$0--
Patricia CampaSecretary-$0--
Mary PatzTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Atherwood Elementary PTA
EIN
23-7183084
Phone
8055206730
Address
2350 Greensward St, Simi Valley, CA 93065

Signing Officer

Name
Mary Patz
Title
Treasurer
Signed
2025-10-20
Discuss with paid preparer
Yes

Preparer

Firm
Gretchen Young CPA
Address
3325 Cochran Suite 208, Simi Valley, CA 93063
Preparer
Gretchen Young
Phone
8055799156
Supplemental Narrative

Additional Explanations

Other Revenue.1

Other Income $181

Grants and Similar Amounts Paid In Excess of $5,000.3

Class of Activity: Classroom supplies | Donee's Name: Atherwood Elementary School | Donee's Address: 2350 Greensward St Simi Valley CA 93065 | Relationship of Donee: None | Cash Amount Given: $9020

Grants and Similar Amounts Paid In Excess of $5,000.4

Class of Activity: Field Trips | Donee's Name: Atherwood Elementary School | Donee's Address: 2350 Greensward St Simi Valley CA 93065 | Relationship of Donee: None | Cash Amount Given: $13530

Other Expenses.1

Carnival $4478

Other Expenses.2

Junior Olympics $2544

Other Expenses.3

School Dance $2251

Other Expenses.4

Programs/Assemblies $2025

Other Expenses.5

Red Ribbon Week $1840

Other Expenses.6

Movie Night $1823

Other Expenses.7

Staff Appreciation $1594

Other Expenses.8

Culmination Activities $1062

Other Expenses.9

Presidents Retreat $895

Other Expenses.10

HSA Awards $679

Other Expenses.11

Holiday Workshop $605

Other Expenses.12

Unallocated $446

Other Expenses.13

Officer Expense $390

Other Expenses.14

Membership Drive $346

Other Expenses.15

Trunk or Treat $344

Other Expenses.16

Insurance $338

Other Expenses.17

Teacher Breakfast $328

Other Expenses.18

Welcome Back Event $261

Other Expenses.19

Education Foundation Basket $250

Other Expenses.20

Website Costs $249

Other Expenses.21

Reflections $191

Other Expenses.22

Council Assessment $125

Other Expenses.23

Council Welfare Fund $114

Other Expenses.24

Yearbook $100

Other Expenses.25

Spirit Wear $63

Other Expenses.26

Birthday Pencils $57

Other Expenses.27

Bank Fees $50

Other Expenses.28

Charitable Trust Renewal $50

Other Expenses.29

Bingo Night $28

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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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Other Income $181
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Class of Activity: Classroom supplies | Donee's Name: Atherwood Elementary School | Donee's Address: 2350 Greensward St Simi Valley CA 93065 | Relationship of Donee: None | Cash Amount Given: $9020
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Class of Activity: Field Trips | Donee's Name: Atherwood Elementary School | Donee's Address: 2350 Greensward St Simi Valley CA 93065 | Relationship of Donee: None | Cash Amount Given: $13530
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