Civic Intelligence

Healdsburg Junior High PTO

990EZ • Fiscal year 2020 • EIN 26-1359474

Jul 01, 2019 to Jun 30, 2020 • Filed on May 11, 2021

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 2020

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2020

Net Margin

6th percentile

-144%

Higher net margin than 6% 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

34th percentile

-4.5%

Faster asset growth than 34% of similar nonprofits.

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

Revenue Growth

6th percentile

-87%

Faster revenue growth than 6% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$20,327

Down $966 (-4.5%) from 2019

Net Assets

Down

$20,327

Down $966 (-4.5%) from 2019

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin6th percentile

Revenue

Down

$669

Down $4,315 (-87%) from 2019

Expenses

Down

$1,635

Down $12,463 (-88%) from 2019

Net Income

Up

-$966

Up $8,148 (+89%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth34th 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

2020

Assets$20,327
Liabilities-
Net Assets$20,327
Open 2020 Filing

Operations Trend

Revenue Growth6th 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

2020

Revenue$669
Expenses$1,635
Net Income-$966
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
May 11, 2021
Return Version
2019v5.0
Gross Receipts
$900
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.$1,100-
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KRYSTAL THISTLEPresident-$0--
CARRIE HANFORDTreasurer-$0--
JENNY MORGANSecretary-$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
2021-05-11
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.1

“Admin/teacher expense $480”

Other Expenses.2

“STUDENT ACTIVITIES $458”

Other Expenses.3

“TAXES $280”

Other Expenses.4

“INSURANCE $255”

Other Expenses.5

“WELCOME MIXER $162”

Raw XML Appendix150 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/BOYAmt021293
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt020327
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0403
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-966
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt021293
IRS990EZ/Form990TotalAssetsGrp/EOYAmt020327
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt0900
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt021293
IRS990EZ/NetAssetsOrFundBalancesEOYAmt020327
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt021293
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt020327
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0KRYSTAL THISTLE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1CARRIE HANFORD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JENNY MORGAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt01635
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/ProgramServiceRevenueAmt0497
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/GrantsAndAllocationsAmt01100
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt0231
IRS990EZ/SpecialEventsNetIncomeLossAmt0-231
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt01635
IRS990EZ/TotalProgramServiceExpensesAmt01100
IRS990EZ/TotalRevenueAmt0669
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0403
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt01413
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt03657
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt01800
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt02135
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt09408
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt03601
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt07476
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt015509
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt037306
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt063892
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt073300
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0403
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt05014
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt011133
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt017309
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt039441
IRS990ScheduleA/Total509Grp/TotalAmt073300
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0403
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt05014
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt011133
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt017309
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt039441
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt073300
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ADMIN/TEACHER EXPENSE $480
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1STUDENT ACTIVITIES $458
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2TAXES $280
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3INSURANCE $255
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4WELCOME MIXER $162
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.5
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CARRIE HANFORD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-05-11
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/ReturnTs02021-05-11T16:07:44-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
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
$20,327
Liabilities
-
Net assets
$20,327
Revenue
$669
Expenses
$1,635
Net income
-$966
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