Civic Intelligence

Taft Charter High School PTO

990EZ • Fiscal year 2021 • EIN 23-7434706

Sep 01, 2020 to Aug 31, 2021 • Filed on Jul 15, 2022

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

64th percentile

0.01x

Higher debt load relative to assets than 64% of similar nonprofits.

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

Liabilities / Revenue

72nd percentile

0.03x

Higher debt load relative to revenue than 72% of similar nonprofits.

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

Net Margin

81st percentile

40%

Higher net margin than 81% 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

62nd percentile

16%

Faster asset growth than 62% of similar nonprofits.

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

Revenue Growth

11th percentile

-67%

Faster revenue growth than 11% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets64th percentile

Assets

Up

$134,145

Up $18,434 (+16%) from 2020

Net Assets

Up

$132,743

Up $17,032 (+15%) from 2020

Liabilities

Up

$1,402

Up $1,402 from 2020

Revenue And Expenses
Liabilities / Revenue72nd percentileNet Margin81st percentile

Revenue

Down

$42,760

Down $85,400 (-67%) from 2020

Expenses

Down

$25,728

Down $99,566 (-79%) from 2020

Net Income

Up

$17,032

Up $14,166 (+494%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth62nd 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

2021

Assets$134,145
Liabilities$1,402
Net Assets$132,743
Open 2021 Filing

Operations Trend

Revenue Growth11th 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

2021

Revenue$42,760
Expenses$25,728
Net Income$17,032
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2020 to Aug 31, 2021
Signed
Jul 15, 2022
Return Version
2020v4.1
Gross Receipts
$46,586
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$12,012
Financial support for academic, artistic, athletic andvarious educational programs. Purchases specificallyrequested supplies for teachers, office, and support staff.$0$7,196
The organization provides scholarships to students.$0$2,000
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
FARNAZ SIMANTOBPresident-$0--
AMY KERRTreasurer-$0--
ELLEN BOBERTZSecretary-$0--
DARLENE YAMAUCHIVice President-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Various$9,646$9,646-$9,646
Snack Shack$8,953$8,953-$8,953
Total Events$18,599$18,599$3,826$14,773
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
2022-07-15

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 33.”

Form 990EZ, Part I, Line 16

“Insurance 2239.”

Form 990EZ, Part I, Line 16

“Office expenses 1497.”

Form 990EZ, Part I, Line 16

“Program expenses 21208.”

Form 990EZ, Part II, Line 26

“Credit Card 0. 1402.”

Raw XML Appendix186 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/PhoneNum08182273600
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Woodland Hills
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd091364
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0115711
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IRS990EZ/ContributionsGiftsGrantsEtcAmt022928
IRS990EZ/CostOfGoodsSoldAmt00
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IRS990EZ/ExcessOrDeficitForYearAmt017032
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0425
IRS990EZ/FiledScheduleAInd0true
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IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt046586
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
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IRS990EZ/MethodOfAccountingCashInd0X
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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/PersonNm0FARNAZ SIMANTOB
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1AMY KERR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ELLEN BOBERTZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3DARLENE YAMAUCHI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VICE PRESIDENT
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt024977
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/PrintingPublicationsPostageAmt0326
IRS990EZ/ProgramServiceRevenueAmt05059
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/ProgramServiceExpensesAmt07196
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt12000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt212012
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt03826
IRS990EZ/SpecialEventsNetIncomeLossAmt014773
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt01402
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt025728
IRS990EZ/TotalProgramServiceExpensesAmt021208
IRS990EZ/TotalRevenueAmt042760
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt022928
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt026883
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt024275
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt030389
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt015041
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0119516
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt019832
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0101277
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt059632
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0180741
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0300257
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt042760
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0128160
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt083907
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt030389
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt015041
IRS990ScheduleA/Total509Grp/TotalAmt0300257
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0300257
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt03826
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Snack Shack
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Various
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt03351
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent2Amt0475
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt03826
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt08953
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt09646
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt018599
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt08953
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt09646
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt018599
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt014773
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Service Charges 33.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Insurance 2239.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Office expenses 1497.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Program expenses 21208.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Credit Card 0. 1402.
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/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Amy Kerr
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum08182273600
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-07-15
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/ReturnTs02022-07-15T14:45:19-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Amy
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Kerr
ReturnHeader/TaxPeriodBeginDt02020-09-01
ReturnHeader/TaxPeriodEndDt02021-08-31
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
$134,145
Liabilities
$1,402
Net assets
$132,743
Revenue
$42,760
Expenses
$25,728
Net income
$17,032
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