Civic Intelligence

Atherwood Elementary PTA

990EZ • Fiscal year 2020 • EIN 23-7183084

Jul 01, 2019 to Jun 30, 2020 • Filed on Sep 29, 2020

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

55th percentile

0.00x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

55th percentile

0.00x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

47th percentile

3.1%

Higher net margin than 47% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

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.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

60th percentile

12%

Faster asset growth than 60% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

48th percentile

-16%

Faster revenue growth than 48% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets55th percentile

Assets

Up

$24,071

Up $2,615 (+12%) from 2019

Net Assets

Up

$24,071

Up $2,615 (+12%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin47th percentile

Revenue

Down

$83,996

Down $15,779 (-16%) from 2019

Expenses

Down

$81,381

Down $19,768 (-20%) from 2019

Net Income

Up

$2,615

Up $3,989 (+290%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth60th 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

2020

Assets$24,071
Liabilities$0
Net Assets$24,071
Open 2020 Filing

Operations Trend

Revenue Growth48th 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

2020

Revenue$83,996
Expenses$81,381
Net Income$2,615
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Sep 29, 2020
Return Version
2019v5.1
Gross Receipts
$83,996
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
JENNIFER CALLENDERPresidentPT$0--
CARRI HOMEWOODVP Of Ways And Means-$0--
KIMBERLY GARBOVP Of Membership-$0--
BETHANY LOWRYTreasurerPT$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
Jennifer Callendar
Title
President
Phone
8055206730
Signed
2020-09-29
Discuss with paid preparer
Yes

Preparer

Firm
Tax & Accounting Services
Address
32500 WISCONSIN STREET, Acton, CA 93510
Preparer
Gail Harmon Ea
Phone
6612692730
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

“Description amountmembership dues paid to council 2,622fund raising expenses 36,833school improvement technology 15,227”

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/BenefitsPaidToOrForMembersAmt024350
IRS990EZ/BooksInCareOfDetail/PersonNm0BETHANY LOWRY
IRS990EZ/BooksInCareOfDetail/PhoneNum08055206730
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt02350 GREENSWARD ST
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SIMI VALLEY
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd093065
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt021456
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IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt04236
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IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt02615
IRS990EZ/FiledScheduleAInd0true
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IRS990EZ/Form1120PolFiledInd0false
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IRS990EZ/FundraisingGrossIncomeAmt070181
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IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt04023
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt021456
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IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt021456
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt024071
IRS990EZ/OccupancyRentUtltsAndMaintAmt02349
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt310.00
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/PersonNm0JENNIFER CALLENDER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1CARRI HOMEWOOD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2KIMBERLY GARBO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3BETHANY LOWRY
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/OtherExpensesTotalAmt054682
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SCHOOL SUPPORT AND ENRICHMENT
IRS990EZ/ProgramServiceRevenueAmt05556
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0ENRICHMENT AND RECOGNITION, FIELD TRIPS, WORKSHOPS, SPECIAL EVENTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1SCHOOL IMPROVEMENT
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsNetIncomeLossAmt070181
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt081381
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt083996
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/WebsiteAddressTxt0WWW.ATHERWOOD.SIMIVALLEYUSD.ORG
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt04236
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt05796
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt06223
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt07220
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt012887
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt036362
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt079760
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt091979
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IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt085801
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt041864
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt0381266
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0417628
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt083996
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt097775
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt088085
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt093021
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt054751
IRS990ScheduleA/Total509Grp/TotalAmt0417628
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt083996
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt097775
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt088085
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt093021
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt054751
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0417628
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0JOG A THON
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0CARNIVAL
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION AMOUNTMEMBERSHIP DUES PAID TO COUNCIL 2,622FUND RAISING EXPENSES 36,833SCHOOL IMPROVEMENT TECHNOLOGY 15,227
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JENNIFER CALLENDAR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08055206730
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-09-29
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/AtSubmissionCreationDeviceId01543DE58C52C83DC4AAAD365A3FEF6FEA388CC21
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ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02020-10-09
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt066.102.195.10
ReturnHeader/FilingSecurityInformation/IPDt02020-10-09
ReturnHeader/FilingSecurityInformation/IPTm012:32:57
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0TAX & ACCOUNTING SERVICES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt032500 WISCONSIN STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Acton
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd093510
ReturnHeader/PreparerPersonGrp/PhoneNum06612692730
ReturnHeader/PreparerPersonGrp/PreparationDt02020-10-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GAIL HARMON EA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02020-10-09T12:31:13-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$24,071
Liabilities
$0
Net assets
$24,071
Revenue
$83,996
Expenses
$81,381
Net income
$2,615
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