Civic Intelligence

Atherwood Elementary PTA

990EZ • Fiscal year 2018 • EIN 23-7183084

Jul 01, 2017 to Jun 30, 2018 • Filed on Oct 31, 2018

Organization ProfileWWW.ATHERWOOD.SIMIVALLEYUSD.ORG
2350 Greensward StSimi Valley, CA 93065

(805) 520-6730

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

56th percentile

0.00x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

26th percentile

-8.4%

Higher net margin than 26% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

17th percentile

-27%

Faster asset growth than 17% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

46th percentile

-1.4%

Faster revenue growth than 46% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$20,902

Down $7,738 (-27%) from 2017

Net Assets

Down

$20,902

Down $7,738 (-27%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin26th percentile

Revenue

Down

$91,718

Down $1,303 (-1.4%) from 2017

Expenses

Up

$99,456

Up $5,279 (+5.6%) from 2017

Net Income

Down

-$7,738

Down $6,582 (-569%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth17th percentile

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

$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

2018

Assets$20,902
Liabilities$0
Net Assets$20,902
Open 2018 Filing

Operations Trend

Revenue Growth46th percentile

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

2018

Revenue$91,718
Expenses$99,456
Net Income-$7,738
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Oct 31, 2018
Return Version
2017v2.2
Gross Receipts
$91,718
Mission and Program Overview

Mission

School support and enrichment

Program Services

DescriptionGrantsExpenses
ENRICHMENT AND RECOGNITION FIELD TRIPS WORKSHOPS SPECIAL EVENTS--
SCHOOL IMPROVEMENT--
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ALEXANDRA WALKERPresidentPT$0--
DEEDEE HUGGINSVP Of Ways And Means-$0--
JULIE OSTBERGVP Of Membership-$0--
KINBERLY GARBOTreasurerPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Carnival----
Jog a Thon----
Filing and Contact Details

Filer

Filer Name
Atherwood Elementary Pta
EIN
23-7183084
Address
2350 GREENSWARD ST, SIMI VALLEY, CA 93065

Signing Officer

Name
Alexandra Walker
Title
President
Phone
8055206730
Signed
2018-10-31
Discuss with paid preparer
Yes

Preparer

Firm
Tax and Accounting Services
Address
2325 KUEHNER DRIVE STE 130, SIMI VALLEY, CA 93063
Preparer
Gail Harmon Ea
Phone
8055780951
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

“Description amountmembership dues paid to council 2,399fund raising expenses 56,217”

Raw XML Appendix158 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
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IRS990EZ/BooksInCareOfDetail/PhoneNum08055206730
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt02350 GREENSWARD ST
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SIMI VALLEY
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd093065
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt028640
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IRS990EZ/ContributionsGiftsGrantsEtcAmt06223
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IRS990EZ/ExcessOrDeficitForYearAmt0-7738
IRS990EZ/FiledScheduleAInd0true
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IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
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IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt03633
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt028640
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IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt020902
IRS990EZ/OccupancyRentUtltsAndMaintAmt09406
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ALEXANDRA WALKER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DEEDEE HUGGINS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JULIE OSTBERG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3KINBERLY GARBO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VP OF WAYS AND MEANS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VP OF MEMBERSHIP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt058616
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SCHOOL SUPPORT AND ENRICHMENT
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0ENRICHMENT AND RECOGNITION FIELD TRIPS WORKSHOPS SPECIAL EVENTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1SCHOOL IMPROVEMENT
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsNetIncomeLossAmt081862
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt099456
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt091718
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/WebsiteAddressTxt0WWW.ATHERWOOD.SIMIVALLEYUSD.ORG
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt06223
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt07220
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt012887
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt03163
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt021174
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt050667
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt081862
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt085801
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IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt054423
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt041301
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt0305251
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0355918
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt088085
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt093021
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt054751
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt057586
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt062475
IRS990ScheduleA/Total509Grp/TotalAmt0355918
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt088085
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt093021
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt054751
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt057586
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt062475
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0355918
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0JOG A THON
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0CARNIVAL
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION AMOUNTMEMBERSHIP DUES PAID TO COUNCIL 2,399FUND RAISING EXPENSES 56,217
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ALEXANDRA WALKER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08055206730
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-10-31
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ATHERWOOD ELEMENTARY PTA
ReturnHeader/Filer/BusinessNameControlTxt0ATHE
ReturnHeader/Filer/EIN0237183084
ReturnHeader/Filer/USAddress/AddressLine1Txt02350 GREENSWARD ST
ReturnHeader/Filer/USAddress/CityNm0SIMI VALLEY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093065
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId015203CE66F683F4E4F3CA2E2EDB22283AB4A484A
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ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId09605482018309e3hkuiq
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02018-11-05
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0162.236.185.78
ReturnHeader/FilingSecurityInformation/IPDt02018-11-05
ReturnHeader/FilingSecurityInformation/IPTm015:40:32
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0TAX AND ACCOUNTING SERVICES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02325 KUEHNER DRIVE STE 130
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SIMI VALLEY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd093063
ReturnHeader/PreparerPersonGrp/PhoneNum08055780951
ReturnHeader/PreparerPersonGrp/PreparationDt02018-10-31
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GAIL HARMON EA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-10-31T14:59:31-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$20,902
Liabilities
$0
Net assets
$20,902
Revenue
$91,718
Expenses
$99,456
Net income
-$7,738
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.11$0.11$0.69$0.79$0.10
2024Detailed filing. Detailed filing data is available for this year.$0.21$0.21$0.73$0.77$0.03
2023Detailed filing. Detailed filing data is available for this year.$0.24$0.24$0.78$0.79$0.02
2022Detailed filing. Detailed filing data is available for this year.$0.26$0.00$0.26$0.65$0.61$0.04
2021Detailed filing. Detailed filing data is available for this year.$0.21$0.00$0.21$0.05$0.08$0.03
2020Detailed filing. Detailed filing data is available for this year.$0.24$0.00$0.24$0.84$0.81$0.03
2019Detailed filing. Detailed filing data is available for this year.$0.21$0.00$0.21$1.00$1.01$0.01
2018Detailed filing. Detailed filing data is available for this year.$0.21$0.00$0.21$0.92$0.99$0.08
2017Detailed filing. Detailed filing data is available for this year.$0.29$0.00$0.29$0.93$0.94$0.01
2016Detailed filing. Detailed filing data is available for this year.$0.30$0.00$0.30$0.55$0.59$0.05
2015Detailed filing. Detailed filing data is available for this year.$0.34$0.00$0.34$0.58$0.41$0.17
2014Detailed filing. Detailed filing data is available for this year.$0.17$0.17$0.45$0.37$0.08