Civic Intelligence

Healdsburg Junior High PTO

990EZ • Fiscal year 2015 • EIN 26-1359474

Jul 01, 2014 to Jun 30, 2015 • Filed on Oct 27, 2015

315 Grant StHealdsburg, CA 95448

(707) 433-1335

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.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

55th percentile

0.00x

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Net Margin

93rd percentile

54%

Higher net margin than 93% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

92nd percentile

110%

Faster asset growth than 92% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

52nd percentile

2.4%

Faster revenue growth than 52% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Assets

Up

$27,437

Up $14,377 (+110%) from 2014

Net Assets

Up

$27,437

Up $14,377 (+110%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue

Up

$26,750

Up $617 (+2.4%) from 2014

Expenses

Down

$12,373

Down $22,084 (-64%) from 2014

Net Income

Up

$14,377

Up $22,701 (+273%) from 2014

Historical Trend

Balance Sheet Trend

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

$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

2015

Assets$27,437
Liabilities$0
Net Assets$27,437

Operations Trend

Revenue, expenses, and net income across loaded years, with this 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

2015

Revenue$26,750
Expenses$12,373
Net Income$14,377
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Oct 27, 2015
Return Version
2014v5.0
Gross Receipts
$30,637
Mission and Program Overview

Mission

SEE SCHEDULE O

Program Services

DescriptionGrantsExpenses
TO PROVIDE FINANCIAL SUPPORT FOR CLASSROOM SUPPLIESSTUDENT ACTIVITIES AS WELL AS PARENT EDUCATION WE ALSO PROVIDE VOLUNTEERS FOR VARIOUS ACTIVITIES--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
RANDI MOREHEADCo-President-$0--
KATJA WESTCo-President-$0--
DEBBIE GINNTreasurer-$0--
CATHY RACKERBYSecretary-$0--
Filing and Contact Details

Filer

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

Signing Officer

Name
Katja West
Title
Co-president
Phone
7074331335
Signed
2015-10-27
Discuss with paid preparer
Yes

Preparer

Firm
Spencer Solutions Tax Service
Address
9086 Windsor Road, Windsor, CA 95492
Preparer
Edmund S Smith EA
Phone
7076577686
Supplemental Narrative

Additional Explanations

General explanation attachment

Form 990-ez, part iii - organizations primary exempt purposethe specific and primary puropose 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.

Description of other expenses Part I line 16

Description amountdepreciation from 4562 449admin/teacher expense 181insurance 350pto meeting expense 25stipends husd 1,000student activities 9,228teacher classromm reimb 890

Description of other assets Part II line 24

Category beginning of year end of yearmachinery and equipment 1,122 673

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.

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IRS990EZ/BooksInCareOfDetail/PhoneNum07074331335
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0HEALDSBURG
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd095448
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt011938
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IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
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IRS990EZ/DonorAdvisedFndsInd0false
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IRS990EZ/LandAndBuildingsGrp/BOYAmt00
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IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt013060
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0RANDI MOREHEAD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1KATJA WEST
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2DEBBIE GINN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3CATHY RACKERBY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CO-PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1CO-PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt01122
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0673
IRS990EZ/OtherExpensesTotalAmt012123
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SEE SCHEDULE O
IRS990EZ/ProgramServiceRevenueAmt014551
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO PROVIDE FINANCIAL SUPPORT FOR CLASSROOM SUPPLIESSTUDENT ACTIVITIES AS WELL AS PARENT EDUCATION WE ALSO PROVIDE VOLUNTEERS FOR VARIOUS ACTIVITIES
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt03887
IRS990EZ/SpecialEventsNetIncomeLossAmt08830
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
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IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt012373
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt026750
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt03369
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt03928
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt03418
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt05749
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt04365
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt020829
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt025404
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0131629
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt01
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0152458
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt029194
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt028971
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt031153
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IRS990ScheduleA/Total509Grp/TotalAmt0152458
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt029194
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt034674
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0152459
IRS990ScheduleC/CorrectionMadeInd0false
IRS990ScheduleC/Form4720FiledSection4955TaxInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FORM 990-EZ, PART III - ORGANIZATIONS PRIMARY EXEMPT PURPOSETHE SPECIFIC AND PRIMARY PUROPOSE 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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION AMOUNTDEPRECIATION FROM 4562 449ADMIN/TEACHER EXPENSE 181INSURANCE 350PTO MEETING EXPENSE 25STIPENDS HUSD 1,000STUDENT ACTIVITIES 9,228TEACHER CLASSROMM REIMB 890
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CATEGORY BEGINNING OF YEAR END OF YEARMACHINERY AND EQUIPMENT 1,122 673
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0General explanation attachment
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Description of other assets Part II line 24
ReturnHeader/BuildTS02016-04-25 22:37:26Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KATJA WEST
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CO-PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07074331335
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-10-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HEALDSBURG JUNIOR HIGH PTO
ReturnHeader/Filer/BusinessNameControlTxt0HEAL
ReturnHeader/Filer/EIN0261359474
ReturnHeader/Filer/USAddress/AddressLine1Txt0315 GRANT ST
ReturnHeader/Filer/USAddress/CityNm0HEALDSBURG
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095448
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0201527941
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Spencer Solutions Tax Service
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt09086 Windsor Road
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Windsor
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095492
ReturnHeader/PreparerPersonGrp/PhoneNum07076577686
ReturnHeader/PreparerPersonGrp/PreparationDt02015-11-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Edmund S Smith EA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02015-11-11T10:11:56-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

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Filings