Civic Intelligence

Taft Charter High School PTO

990EZ • Fiscal year 2019 • EIN 23-7434706

Sep 01, 2018 to Aug 31, 2019 • Filed on May 18, 2020

Organization ProfileN/A
5461 Winnetka AvenueWoodland Hills, CA 91364

(818) 227-3600

Siviq Scores

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

Liabilities / Assets

67th percentile

0.02x

Higher debt load relative to assets than 67% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

68th percentile

0.02x

Higher debt load relative to revenue than 68% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

92nd percentile

53%

Higher net margin than 92% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

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.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2019

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2019

Balance Sheet
Liabilities / Assets67th percentile

Assets

$114,943

No earlier filing loaded for comparison.

Net Assets

$112,845

No earlier filing loaded for comparison.

Liabilities

$2,098

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue68th percentileNet Margin92nd percentile

Revenue

$135,033

No earlier filing loaded for comparison.

Expenses

$64,034

No earlier filing loaded for comparison.

Net Income

$70,999

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$200K$150K$100K$50K$0Assets 2019: $114,943Liabilities 2019: $2,098Net Assets 2019: $112,8452019Assets 2020: $115,711Liabilities 2020: $0Net Assets 2020: $115,7112020Assets 2021: $134,145Liabilities 2021: $1,402Net Assets 2021: $132,7432021Assets 2022: $137,833Liabilities 2022: $0Net Assets 2022: $137,8332022Assets 2023: $156,820Liabilities 2023: $0Net Assets 2023: $156,8202023Assets 2024: $170,824Net Assets 2024: $170,8242024

Highlighted filing

2019

Assets$114,943
Liabilities$2,098
Net Assets$112,845
Open 2019 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$150K$100K$50K$0Revenue 2019: $135,033Expenses 2019: $64,034Net Income 2019: $70,9992019Revenue 2020: $128,160Expenses 2020: $125,294Net Income 2020: $2,8662020Revenue 2021: $42,760Expenses 2021: $25,728Net Income 2021: $17,0322021Revenue 2022: $46,667Expenses 2022: $41,577Net Income 2022: $5,0902022Revenue 2023: $54,995Expenses 2023: $36,008Net Income 2023: $18,9872023Revenue 2024: $62,166Expenses 2024: $48,162Net Income 2024: $14,0042024

Highlighted filing

2019

Revenue$135,033
Expenses$64,034
Net Income$70,999
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2018 to Aug 31, 2019
Signed
May 18, 2020
Return Version
2018v3.1
Gross Receipts
$143,447
Mission and Program Overview

Mission

Promote community support & interest in Taft HS, Provide financial & support to students, faculty and administration and their academic, artistic, athletic, extra

Program Services

DescriptionGrantsExpenses
The organization provides additional support to thestudents in the form of funds for Student clubs andathletic programs.$0$41,121
Financial support for academic, artistic, athletic andvarious educational programs. Purchases specificallyrequested supplies for teachers, office, and support staff.$0$16,249
The organization provides scholarships to students.$0$3,000
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CARRIE ADELMANPresident-$0--
AMY KERRTreasurer-$0--
ANDREA FELDMARSecretary-$0--
FARNZ SIMANTOBVice President-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Apparel Sales----
Snack Shack----
Filing and Contact Details

Filer

Filer Name
Taft Charter High School Pto
EIN
23-7434706
Phone
8182273600
Address
5461 WINNETKA AVENUE, WOODLAND HILLS, CA 91364

Signing Officer

Name
Amy Kerr
Title
Treasurer
Phone
8182273600
Signed
2020-05-18

Preparer

Firm
Gullen & Associates Tax Svcs
Address
5015 Ethel Ave, Sherman Oaks, CA 91423
Preparer
Cynthia L Gullen
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 16

“Service Charges 777.”

Form 990EZ, Part I, Line 16

“Insurance 2467.”

Form 990EZ, Part I, Line 16

“Office expenses 420.”

Form 990EZ, Part I, Line 16

“Program expenses 60370.”

Form 990EZ, Part II, Line 26

“Credit Card 0. 2098.”

Raw XML Appendix171 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0The Organization
IRS990EZ/BooksInCareOfDetail/PhoneNum08182273600
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt05461 Winnetka Ave
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Woodland Hills
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd091364
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt041846
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0114943
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt024275
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt070999
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt041846
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0114943
IRS990EZ/FundraisingGrossIncomeAmt059540
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt0143447
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt041846
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0112845
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt041846
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0112845
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0CARRIE ADELMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1AMY KERR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ANDREA FELDMAR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3FARNZ SIMANTOB
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VICE PRESIDENT
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt064034
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Promote community support & interest in Taft HS, Provide financial & support to students, faculty and administration and their academic, artistic, athletic, extra
IRS990EZ/ProgramServiceRevenueAmt059632
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Financial support for academic, artistic, athletic andvarious educational programs. Purchases specificallyrequested supplies for teachers, office, and support staff.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1The organization provides scholarships to students.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2The organization provides additional support to thestudents in the form of funds for Student clubs andathletic programs.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt20
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt016249
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt13000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt241121
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt08414
IRS990EZ/SpecialEventsNetIncomeLossAmt051126
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt02098
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt064034
IRS990EZ/TotalProgramServiceExpensesAmt060370
IRS990EZ/TotalRevenueAmt0135033
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt024275
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt030389
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt015041
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt064710
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt013677
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0148092
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt059632
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt059632
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0207724
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt083907
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt030389
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt015041
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt064710
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt013677
IRS990ScheduleA/Total509Grp/TotalAmt0207724
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0207724
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Snack Shack
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Apparel Sales
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Service Charges 777.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Insurance 2467.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Office expenses 420.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Program expenses 60370.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Credit Card 0. 2098.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part II, Line 26
ReturnHeader/BuildTS02020-11-19 02:30:22Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Amy Kerr
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum08182273600
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-05-18
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0TAFT CHARTER HIGH SCHOOL PTO
ReturnHeader/Filer/BusinessNameControlTxt0TAFT
ReturnHeader/Filer/EIN0237434706
ReturnHeader/Filer/PhoneNum08182273600
ReturnHeader/Filer/USAddress/AddressLine1Txt05461 WINNETKA AVENUE
ReturnHeader/Filer/USAddress/CityNm0WOODLAND HILLS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd091364
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0D24C43EDD2B7DD37561BAE737C447B0C8DA9F922
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0DA06A8595CD9F795D3997C50886ADCE5AE1DBE14
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0162.228.185.205
ReturnHeader/FilingSecurityInformation/IPDt02020-05-18
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm016:48:57
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Gullen & Associates Tax Svcs
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05015 Ethel Ave
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Sherman Oaks
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd091423
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Cynthia L Gullen
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02020-05-18T16:49:43-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-09-01
ReturnHeader/TaxPeriodEndDt02019-08-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$114,943
Liabilities
$2,098
Net assets
$112,845
Revenue
$135,033
Expenses
$64,034
Net income
$70,999
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.71$1.71$0.62$0.48$0.14
2023Detailed filing. Detailed filing data is available for this year.$1.57$0.00$1.57$0.55$0.36$0.19
2022Detailed filing. Detailed filing data is available for this year.$1.38$0.00$1.38$0.47$0.42$0.05
2021Detailed filing. Detailed filing data is available for this year.$1.34$0.01$1.33$0.43$0.26$0.17
2020Detailed filing. Detailed filing data is available for this year.$1.16$0.00$1.16$1.28$1.25$0.03
2019Detailed filing. Detailed filing data is available for this year.$1.15$0.02$1.13$1.35$0.64$0.71