Civic Intelligence

Healdsburg Junior High PTO

990EZ • Fiscal year 2017 • EIN 26-1359474

Jul 01, 2016 to Jun 30, 2017 • Filed on Oct 12, 2018

Organization ProfileN/A
315 Grant StHealdsburg, CA 95448

(707) 431-3410

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2017

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2017

Net Margin

6th percentile

-73%

Higher net margin than 6% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

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.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

19th percentile

-23%

Faster asset growth than 19% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

7th percentile

-62%

Faster revenue growth than 7% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$34,311

Down $10,203 (-23%) from 2016

Net Assets

Down

$34,311

Down $10,203 (-23%) from 2016

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin6th percentile

Revenue

Down

$13,961

Down $22,410 (-62%) from 2016

Expenses

Up

$24,164

Up $4,870 (+25%) from 2016

Net Income

Down

-$10,203

Down $27,280 (-160%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth19th percentile

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

2017

Assets$34,311
Liabilities-
Net Assets$34,311
Open 2017 Filing

Operations Trend

Revenue Growth7th percentile

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

2017

Revenue$13,961
Expenses$24,164
Net Income-$10,203
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Oct 12, 2018
Return Version
2016v3.0
Gross Receipts
$17,309
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.--
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
RANDI MOOREHEADCo-President-$0--
KATJA WESTCo President-$0--
JESSICA ANDERSON-CONARDTreasurer-$0--
PIA BANERJEASecretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Run for Funds$15,087$15,087$3,348$11,739
Total Events$15,087$15,087$3,348$11,739
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
2018-10-12
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 Expenses.1009

“Depreciation $227”

Other Expenses.1

“Student activities $21236”

Other Expenses.2

“Teacher classroom reimb $1192”

Other Expenses.3

“Admin/teacher expense $847”

Other Expenses.4

“INSURANCE $370”

Other Expenses.5

“CHECKS $24”

Other Expenses.6

“FTB FEE $10”

Other Assets.1004

“Miscellaneous - Beginning $403 Miscellaneous - Ending $176”

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
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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/BOYAmt044111
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt034135
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt01800
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-10203
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0258
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt044514
IRS990EZ/Form990TotalAssetsGrp/EOYAmt034311
IRS990EZ/FundraisingGrossIncomeAmt015087
IRS990EZ/GrossReceiptsAmt017309
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt044514
IRS990EZ/NetAssetsOrFundBalancesEOYAmt034311
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt044514
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt034311
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0RANDI MOOREHEAD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1KATJA WEST
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JESSICA ANDERSON-CONARD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3PIA BANERJEA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CO-PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1CO PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0403
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0176
IRS990EZ/OtherExpensesTotalAmt023906
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/ProgramServiceRevenueAmt0422
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO PROVIDE FINANCIAL SUPPORT FOR CLASSROOM SUPPLIES, STUDENT ACTIVITIES, AS WELL AS PARENT EDUCATION. WE ALSO PROVIDE VOLUNTEERS FOR VARIOUS ACTIVITIES.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt03348
IRS990EZ/SpecialEventsNetIncomeLossAmt011739
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt024164
IRS990EZ/TotalRevenueAmt013961
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt01800
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt02135
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt03369
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt03928
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt03418
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt014650
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt015509
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt037306
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt025825
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt025043
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt025049
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0128732
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0143382
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt017309
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt039441
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt029194
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt028971
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt028467
IRS990ScheduleA/Total509Grp/TotalAmt0143382
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt017309
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt039441
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt029194
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt028971
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt028467
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0143382
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt03348
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0RUN FOR FUNDS
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt015087
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt015087
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt015087
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt015087
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt011739
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt03348
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt03348
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Depreciation $227
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1STUDENT ACTIVITIES $21236
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2TEACHER CLASSROOM REIMB $1192
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ADMIN/TEACHER EXPENSE $847
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4INSURANCE $370
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5CHECKS $24
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6FTB FEE $10
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Miscellaneous - Beginning $403 Miscellaneous - Ending $176
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1009
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Assets.1004
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CARRIE HANFORD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-10-12
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/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/ReturnTs02018-10-12T18:24:21-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$34,311
Liabilities
-
Net assets
$34,311
Revenue
$13,961
Expenses
$24,164
Net income
-$10,203
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