Civic Intelligence

Atherwood Elementary PTA

990EZ • Fiscal year 2022 • EIN 23-7183084

Jul 01, 2021 to Jun 30, 2022 • Filed on Aug 19, 2022

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

(310) 528-7281

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

58th percentile

0.00x

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Net Margin

53rd percentile

6.8%

Higher net margin than 53% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

72nd percentile

21%

Faster asset growth than 72% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

98th percentile

1284%

Faster revenue growth than 98% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$25,724

Up $4,454 (+21%) from 2021

Net Assets

Up

$25,724

Up $4,454 (+21%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin53rd percentile

Revenue

Up

$65,363

Up $60,639 (+1284%) from 2021

Expenses

Up

$60,909

Up $53,384 (+709%) from 2021

Net Income

Up

$4,454

Up $7,255 (+259%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth72nd 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

2022

Assets$25,724
Liabilities$0
Net Assets$25,724
Open 2022 Filing

Operations Trend

Revenue Growth98th 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

2022

Revenue$65,363
Expenses$60,909
Net Income$4,454
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Aug 19, 2022
Return Version
2021v4.2
Gross Receipts
$65,363
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 Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JENNIFER CALLENDERPresidentPT$0--
HEATHER HIRSCHVice President-$0--
BETHANY LOWRYVice President-$0--
JUILIA PHILIBOSIANSecretary-$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
Jenny Callender
Title
President
Phone
8055206730
Signed
2022-08-19
Discuss with paid preparer
No

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 amountoperating expenses 3,009planned carryover 5,130fundraising expenses 19,523”

Raw XML Appendix156 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/PersonNm0GEORGIA SCHEIBLE
IRS990EZ/BooksInCareOfDetail/PhoneNum03105287281
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt02350 GREENSWARD ST
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SIMI VALLEY
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd093065
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt021270
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IRS990EZ/FundraisingGrossIncomeAmt058466
IRS990EZ/GrossReceiptsAmt065363
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
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IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0949
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt021270
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IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt025724
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
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/PersonNm1HEATHER HIRSCH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2BETHANY LOWRY
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/OtherExpensesTotalAmt027662
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SCHOOL SUPPORT AND ENRICHMENT
IRS990EZ/ProgramServiceRevenueAmt01523
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0ENRICHMENT AND RECOGNITION, FIELD TRIPS, WORKSHOPS, SPECIAL EVENTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1SCHOOL IMPROVEMENT
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsNetIncomeLossAmt058466
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt060909
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt065363
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0WWW.ATHERWOOD.SIMIVALLEYUSD.ORG
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt04425
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt02628
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt04236
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt05796
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt06223
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt023308
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt065363
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt04723
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt079760
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt091979
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt081862
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt0323687
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0346995
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt069788
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt07351
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt083996
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt097775
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt088085
IRS990ScheduleA/Total509Grp/TotalAmt0346995
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt069788
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt07351
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt083996
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt097775
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt088085
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0346995
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0JOG A THON
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0CARNIVAL
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION AMOUNTOPERATING EXPENSES 3,009PLANNED CARRYOVER 5,130FUNDRAISING EXPENSES 19,523
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL2
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd000
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0JENNY CALLENDER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08055206730
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-08-19
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/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/PreparationDt02022-08-19
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GAIL HARMON EA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02022-08-19T15:18:04-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JENNY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0CALLENDER
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$25,724
Liabilities
$0
Net assets
$25,724
Revenue
$65,363
Expenses
$60,909
Net income
$4,454
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