Civic Intelligence

Healdsburg Junior High PTO

EIN 26-1359474 • 501(c)3 • Healdsburg, CA

Profile

The specific and primary purpose of this organization is to support and advance the education of children at healdsburg junior high school by fostering relationships among the school, parents, and teachers.

315 Grant StHealdsburg, CA 95448

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2021

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2021

Net Margin

25th percentile

-17%

Higher net margin than 25% of similar nonprofits.

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

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

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

Asset Growth

51st percentile

-0.7%

Faster asset growth than 51% of similar nonprofits.

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

Revenue Growth

75th percentile

24%

Faster revenue growth than 75% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$20,186

Down $141 (-0.7%) from 2020

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$20,186

Down $141 (-0.7%) from 2020

Operations
Liabilities / RevenueScore unavailableNet Margin25th percentile

Revenue

Up

$830

Up $161 (+24%) from 2020

Expenses

Down

$971

Down $664 (-41%) from 2020

Net Income

Up

-$141

Up $825 (+85%) from 2020

Trend Graphs

Balance Sheet Trend

Asset Growth51st percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$60K$40K$20K$0Assets 2014: $13,060Liabilities 2014: $0Net Assets 2014: $13,0602014Assets 2015: $27,437Liabilities 2015: $0Net Assets 2015: $27,4372015Assets 2016: $44,514Liabilities 2016: $0Net Assets 2016: $44,5142016Assets 2017: $34,311Net Assets 2017: $34,3112017Assets 2018: $30,407Net Assets 2018: $30,4072018Assets 2019: $21,293Net Assets 2019: $21,2932019Assets 2020: $20,327Net Assets 2020: $20,3272020Assets 2021: $20,186Net Assets 2021: $20,1862021

Highlighted filing

2021

Assets$20,186
Liabilities-
Net Assets$20,186
Open 2021 Filing

Operations Trend

Revenue Growth75th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$40K$20K$0-$20KRevenue 2014: $26,133Expenses 2014: $34,457Net Income 2014: -$8,3242014Revenue 2015: $26,750Expenses 2015: $12,373Net Income 2015: $14,3772015Revenue 2016: $36,371Expenses 2016: $19,294Net Income 2016: $17,0772016Revenue 2017: $13,961Expenses 2017: $24,164Net Income 2017: -$10,2032017Revenue 2018: $9,737Expenses 2018: $13,641Net Income 2018: -$3,9042018Revenue 2019: $4,984Expenses 2019: $14,098Net Income 2019: -$9,1142019Revenue 2020: $669Expenses 2020: $1,635Net Income 2020: -$9662020Revenue 2021: $830Expenses 2021: $971Net Income 2021: -$1412021

Highlighted filing

2021

Revenue$830
Expenses$971
Net Income-$141
Open 2021 Filing

Filings

Most recent year

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

Open filing
Assets
$20,186
Liabilities
-
Net assets
$20,186
Revenue
$830
Expenses
$971
Net income
-$141
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2021Detailed filing. Detailed filing data is available for this year.$20.2$20.2$0.83$0.97$0.14
2020Detailed filing. Detailed filing data is available for this year.$20.3$20.3$0.67$1.64$0.97
2019Detailed filing. Detailed filing data is available for this year.$21.3$21.3$4.98$14.1$9.11
2018Detailed filing. Detailed filing data is available for this year.$30.4$30.4$9.74$13.6$3.90
2017Detailed filing. Detailed filing data is available for this year.$34.3$34.3$14.0$24.2$10.2
2016Detailed filing. Detailed filing data is available for this year.$44.5$0.00$44.5$36.4$19.3$17.1
2015Detailed filing. Detailed filing data is available for this year.$27.4$0.00$27.4$26.8$12.4$14.4
2014Detailed filing. Detailed filing data is available for this year.$13.1$0.00$13.1$26.1$34.5$8.32
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Feb 18, 2022
Return Version
2020v4.0
Gross Receipts
$830
Mission and Program Overview

Mission

The specific and primary purpose of this organization is to support and advance the education of children at healdsburg junior high school by fostering relationships among the school, parents, and teachers.

Program Services

DescriptionGrantsExpenses
TO PROVIDE FINANCIAL SUPPORT FOR CLASSROOM SUPPLIES, STUDENT ACTIVITIES, AS WELL AS PARENT EDUCATION. WE ALSO PROVIDE VOLUNTEERS FOR VARIOUS ACTIVITIES.$411-
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CHRIS MILLERPresident-$0--
CARRIE HANFORDTreasurer-$0--
LISA LICEASecretary-$0--
Filing and Contact Details

Filer

Filer Name
Healdsburg Junior High Pto
EIN
26-1359474
Phone
7074313410
Address
315 GRANT ST, HEALDSBURG, CA 95448

Signing Officer

Name
Carrie Hanford
Title
Treasurer
Signed
2022-02-18
Discuss with paid preparer
Yes

Preparer

Firm
Brush Bernard
Address
101 W North St, Healdsburg, CA 95448
Preparer
Robert M Bernard CPA
Phone
7074338800
Supplemental Narrative

Additional Explanations

Other Revenue.1

“Refund from deposit for cancelled trip $457”

Other Expenses.1

“Admin/teacher expense $411”

Other Expenses.2

“TAXES $305”

Other Expenses.3

“INSURANCE $255”

Raw XML Appendix148 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/PersonNm0CARRIE HANFORD
IRS990EZ/BooksInCareOfDetail/PhoneNum07073950451
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0315 GRANT STREET
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0HEALDSBURG
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd095448
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt020327
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt020186
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-141
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt020327
IRS990EZ/Form990TotalAssetsGrp/EOYAmt020186
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt0830
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt020327
IRS990EZ/NetAssetsOrFundBalancesEOYAmt020186
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt020327
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt020186
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0CHRIS MILLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1CARRIE HANFORD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2LISA LICEA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt0971
IRS990EZ/OtherRevenueTotalAmt0457
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0THE SPECIFIC AND PRIMARY PURPOSE OF THIS ORGANIZATION IS TO SUPPORT AND ADVANCE THE EDUCATION OF CHILDREN AT HEALDSBURG JUNIOR HIGH SCHOOL BY FOSTERING RELATIONSHIPS AMONG THE SCHOOL, PARENTS, AND TEACHERS.
IRS990EZ/ProgramServiceRevenueAmt0373
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO PROVIDE FINANCIAL SUPPORT FOR CLASSROOM SUPPLIES, STUDENT ACTIVITIES, AS WELL AS PARENT EDUCATION. WE ALSO PROVIDE VOLUNTEERS FOR VARIOUS ACTIVITIES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt0411
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt0971
IRS990EZ/TotalProgramServiceExpensesAmt0411
IRS990EZ/TotalRevenueAmt0830
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0403
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt01413
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt03657
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt01800
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt07273
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt03601
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt07476
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt015509
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt026586
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal509Amt033859
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0403
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt05014
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt011133
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt017309
IRS990ScheduleA/Total509Grp/TotalAmt033859
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0403
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt05014
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt011133
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt017309
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt033859
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0REFUND FROM DEPOSIT FOR CANCELLED TRIP $457
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ADMIN/TEACHER EXPENSE $411
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2TAXES $305
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3INSURANCE $255
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Revenue.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.3
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CARRIE HANFORD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-02-18
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HEALDSBURG JUNIOR HIGH PTO
ReturnHeader/Filer/BusinessNameControlTxt0HEAL
ReturnHeader/Filer/EIN0261359474
ReturnHeader/Filer/PhoneNum07074313410
ReturnHeader/Filer/USAddress/AddressLine1Txt0315 GRANT ST
ReturnHeader/Filer/USAddress/CityNm0HEALDSBURG
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095448
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0203652116
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Brush Bernard
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0101 W North St
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Healdsburg
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095448
ReturnHeader/PreparerPersonGrp/PhoneNum07074338800
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Robert M Bernard CPA
ReturnHeader/ReturnTs02022-02-18T12:52:30-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0CARRIE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0HANFORD
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

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