Civic Intelligence

Taft Charter High School PTO

990EZ • Fiscal year 2020 • EIN 23-7434706

Sep 01, 2019 to Aug 31, 2020 • Filed on May 12, 2021

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

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

45th percentile

2.2%

Higher net margin than 45% 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

45th percentile

0.7%

Faster asset growth than 45% of similar nonprofits.

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

Revenue Growth

59th percentile

-5.1%

Faster revenue growth than 59% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets55th percentile

Assets

Up

$115,711

Up $768 (+0.7%) from 2019

Net Assets

Up

$115,711

Up $2,866 (+2.5%) from 2019

Liabilities

Down

$0

Down $2,098 (-100%) from 2019

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin45th percentile

Revenue

Down

$128,160

Down $6,873 (-5.1%) from 2019

Expenses

Up

$125,294

Up $61,260 (+96%) from 2019

Net Income

Down

$2,866

Down $68,133 (-96%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth45th percentile

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

2020

Assets$115,711
Liabilities$0
Net Assets$115,711
Open 2020 Filing

Operations Trend

Revenue Growth59th percentile

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

2020

Revenue$128,160
Expenses$125,294
Net Income$2,866
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2019 to Aug 31, 2020
Signed
May 12, 2021
Return Version
2019v5.1
Gross Receipts
$140,795
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
Financial support for academic, artistic, athletic andvarious educational programs. Purchases specificallyrequested supplies for teachers, office, and support staff.$0$101,396
The organization provides additional support to thestudents in the form of funds for Student clubs andathletic programs.$0$16,694
The organization provides scholarships to students.$0$2,250
Compensation and Service Providers
Top Officer Pay76th 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
Various$9,669$9,669-$9,669
Snack Shack$8,953$8,953-$8,953
Total Events$18,622$18,622$12,635$5,987
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
2021-05-12

Preparer

Firm
Gullen & Associates Tax Svcs
Address
5015 Ethel Ave, Sherman Oaks, CA 91423
Preparer
Cynthia L Gullen
Phone
8189062648
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 16

“Service Charges 262.”

Form 990EZ, Part I, Line 16

“Insurance 2513.”

Form 990EZ, Part I, Line 16

“Office expenses 2179.”

Form 990EZ, Part I, Line 16

“Program expenses 120340.”

Form 990EZ, Part II, Line 26

“Credit Card 2098.”

Raw XML Appendix178 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/BOYAmt0114943
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0115711
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt026883
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt02866
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0114943
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0115711
IRS990EZ/FundraisingGrossIncomeAmt018622
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt0140795
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0112845
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0115711
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0112845
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0115711
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/OtherExpensesTotalAmt0125294
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/ProgramServiceRevenueAmt095290
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/ProgramServiceExpensesAmt0101396
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt12250
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt216694
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt012635
IRS990EZ/SpecialEventsNetIncomeLossAmt05987
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt02098
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0125294
IRS990EZ/TotalProgramServiceExpensesAmt0120340
IRS990EZ/TotalRevenueAmt0128160
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt026883
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt024275
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt030389
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt015041
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt064710
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0161298
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0101277
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt059632
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0160909
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0322207
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0128160
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt083907
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt030389
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt015041
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt064710
IRS990ScheduleA/Total509Grp/TotalAmt0322207
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0322207
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt012635
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Snack Shack
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Various
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt03352
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent2Amt09283
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt012635
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt08953
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt09669
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt018622
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt08953
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt09669
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt018622
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt05987
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Service Charges 262.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Insurance 2513.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Office expenses 2179.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Program expenses 120340.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Credit Card 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/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Amy Kerr
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum08182273600
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-05-12
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/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/PhoneNum08189062648
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Cynthia L Gullen
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02021-05-12T07:20:10-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-09-01
ReturnHeader/TaxPeriodEndDt02020-08-31
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
$115,711
Liabilities
$0
Net assets
$115,711
Revenue
$128,160
Expenses
$125,294
Net income
$2,866
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