Civic Intelligence

Atherwood Elementary PTA

990EZ • Fiscal year 2021 • EIN 23-7183084

Jul 01, 2020 to Jun 30, 2021 • Filed on Oct 16, 2021

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

56th percentile

0.00x

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

56th percentile

0.00x

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Net Margin

10th percentile

-59%

Higher net margin than 10% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

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.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

24th percentile

-12%

Faster asset growth than 24% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

4th percentile

-94%

Faster revenue growth than 4% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets56th percentile

Assets

Down

$21,270

Down $2,801 (-12%) from 2020

Net Assets

Down

$21,270

Down $2,801 (-12%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin10th percentile

Revenue

Down

$4,724

Down $79,272 (-94%) from 2020

Expenses

Down

$7,525

Down $73,856 (-91%) from 2020

Net Income

Down

-$2,801

Down $5,416 (-207%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth24th 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

2021

Assets$21,270
Liabilities$0
Net Assets$21,270
Open 2021 Filing

Operations Trend

Revenue Growth4th 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

2021

Revenue$4,724
Expenses$7,525
Net Income-$2,801
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Oct 16, 2021
Return Version
2020v4.1
Gross Receipts
$4,724
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 Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JENNIFER CALLENDERPresidentPT$0--
HEATHER HIRSCHVice President-$0--
BETHANY LOWRYVice President-$0--
JUILIA PHILIBOSIANSecretary-$0--
Filing and Contact Details

Filer

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

Signing Officer

Name
Ashley Thompson
Title
President
Phone
8055206730
Signed
2021-10-16
Discuss with paid preparer
Yes

Preparer

Firm
Tax & Accounting Services
Address
32500 WISCONSIN STREET, Acton, CA 93510
Preparer
Gail Harmon Ea
Phone
6612692730
Raw XML Appendix149 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/BooksInCareOfDetail/USAddress/CityNm0SIMI VALLEY
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JUILIA PHILIBOSIAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SCHOOL SUPPORT AND ENRICHMENT
IRS990EZ/PrintingPublicationsPostageAmt02492
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1SCHOOL IMPROVEMENT
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt07525
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt04724
IRS990EZ/TransactionWithControlEntInd0false
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IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0WWW.ATHERWOOD.SIMIVALLEYUSD.ORG
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt02628
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt04236
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt026103
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IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt0344125
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
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IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
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IRS990ScheduleA/PublicSupportTotal509Amt0370228
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ReturnHeader/ReturnTypeCd0990EZ
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ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$21,270
Liabilities
$0
Net assets
$21,270
Revenue
$4,724
Expenses
$7,525
Net income
-$2,801
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