Civic Intelligence

Margaret Harloe Elementary PTO Inc

EIN 26-1804891 • 501(c)3 • Arroyo Grande, CA

Profile

To support educational programs at the school

901 Fair Oaks AvenueArroyo Grande, CA 93420

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 2025

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2025

Net Margin

63rd percentile

9.3%

Higher net margin than 63% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

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 2025

Asset Growth

68th percentile

9.8%

Faster asset growth than 68% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2025

Revenue Growth

48th percentile

-2.2%

Faster revenue growth than 48% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2025

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$80,696

Up $12,318 (+18%) from 2024

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Up

$80,696

Up $12,318 (+18%) from 2024

Operations
Liabilities / RevenueScore unavailableNet Margin63rd percentile

Revenue

Up

$132,060

Up $21,534 (+19%) from 2024

Expenses

Up

$119,742

Up $23,403 (+24%) from 2024

Net Income

Down

$12,318

Down $1,869 (-13%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth68th percentile

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

$100K$50K$0Assets 2012: $43,224Net Assets 2012: $43,2242012Assets 2017: $37,165Net Assets 2017: $37,1652017Assets 2018: $35,723Net Assets 2018: $35,7232018Assets 2019: $38,886Net Assets 2019: $38,8862019Assets 2020: $42,591Net Assets 2020: $42,5912020Assets 2021: $47,108Net Assets 2021: $47,1082021Assets 2022: $60,902Net Assets 2022: $60,9022022Assets 2023: $54,191Net Assets 2023: $54,1912023Assets 2024: $68,378Net Assets 2024: $68,3782024Assets 2025: $80,696Net Assets 2025: $80,6962025

Highlighted filing

2025

Assets$80,696
Liabilities-
Net Assets$80,696
Open 2025 Filing

Operations Trend

Revenue Growth48th percentile

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

$200K$150K$100K$50K$0-$50KRevenue 2012: $54,177Expenses 2012: $43,050Net Income 2012: $11,1272012Revenue 2017: $64,999Expenses 2017: $27,834Net Income 2017: $37,1652017Revenue 2018: $46,769Expenses 2018: $48,211Net Income 2018: -$1,4422018Revenue 2019: $58,487Expenses 2019: $55,324Net Income 2019: $3,1632019Revenue 2020: $154,132Expenses 2020: $150,427Net Income 2020: $3,7052020Revenue 2021: $55,913Expenses 2021: $51,396Net Income 2021: $4,5172021Revenue 2022: $141,147Expenses 2022: $127,353Net Income 2022: $13,7942022Revenue 2023: $161,135Expenses 2023: $167,846Net Income 2023: -$6,7112023Revenue 2024: $110,526Expenses 2024: $96,339Net Income 2024: $14,1872024Revenue 2025: $132,060Expenses 2025: $119,742Net Income 2025: $12,3182025

Highlighted filing

2025

Revenue$132,060
Expenses$119,742
Net Income$12,318
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$80,696
Liabilities
-
Net assets
$80,696
Revenue
$132,060
Expenses
$119,742
Net income
$12,318
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.81$0.81$1.32$1.20$0.12
2024Detailed filing. Detailed filing data is available for this year.$0.68$0.68$1.11$0.96$0.14
2023Detailed filing. Detailed filing data is available for this year.$0.54$0.54$1.61$1.68$0.07
2022Detailed filing. Detailed filing data is available for this year.$0.61$0.61$1.41$1.27$0.14
2021Detailed filing. Detailed filing data is available for this year.$0.47$0.47$0.56$0.51$0.05
2020Detailed filing. Detailed filing data is available for this year.$0.43$0.43$1.54$1.50$0.04
2019Detailed filing. Detailed filing data is available for this year.$0.39$0.39$0.58$0.55$0.03
2018Detailed filing. Detailed filing data is available for this year.$0.36$0.36$0.47$0.48$0.01
2017Detailed filing. Detailed filing data is available for this year.$0.37$0.37$0.65$0.28$0.37
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.43$0.43$0.54$0.43$0.11
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Sep 23, 2025
Return Version
2024v5.2
Gross Receipts
$132,060
Mission and Program Overview

Mission

To support educational programs at the school

Program Services

DescriptionGrantsExpenses
To support the education of the children at the school.--
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jessica DoremusPresident-$0--
Courtney GrussVice President-$0--
Jackie SchwindTreasurer-$0--
Colleen ElliottSecretary-$0--
Lauren HargreavesAuditor-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Other$80,749$80,749-$80,749
Fundraiser$29,982$29,982-$29,982
Total Events$132,060$132,060-$132,060
Filing and Contact Details

Filer

Filer Name
Margaret Harloe Elementary PTO INC
EIN
26-1804891
Phone
8054415490
Address
901 Fair Oaks Avenue, Arroyo Grande, CA 93420

Signing Officer

Name
Jackie Schwind
Title
Treasurer
Signed
2025-09-23
Discuss with paid preparer
Yes

Preparer

Firm
Economy Tax Serv
Address
PO Box 1180 6275 Tecorida, Templton, CA 93465
Preparer
Wynell LMartinez
Phone
8054812501
Supplemental Narrative

Additional Explanations

Other Expenses.1

“Program Supplies $49459”

Other Expenses.2

“Camp Expense $31903”

Other Expenses.3

“materials $21536”

Other Expenses.4

“book fair $8667”

Other Expenses.5

“Fund raising expenses $4972”

Other Expenses.6

“Field Trips $2474”

Other Expenses.7

“insurance $206”

Raw XML Appendix157 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/PersonNm0Jackie Schwind
IRS990EZ/BooksInCareOfDetail/PhoneNum08054415490
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0901 Fair Oaks Avenue
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Arroyo Grande
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd093420
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt068378
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt080696
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt012318
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0525
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt068378
IRS990EZ/Form990TotalAssetsGrp/EOYAmt080696
IRS990EZ/FundraisingGrossIncomeAmt0132060
IRS990EZ/GrossReceiptsAmt0132060
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt068378
IRS990EZ/NetAssetsOrFundBalancesEOYAmt080696
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt068378
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt080696
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Jessica Doremus
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Courtney Gruss
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Jackie Schwind
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Colleen Elliott
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Lauren Hargreaves
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Auditor
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt0119217
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0To support educational programs at the school
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0To support the education of the children at the school.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0true
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt0132060
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt0119742
IRS990EZ/TotalRevenueAmt0132060
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/SchoolInd0X
IRS990ScheduleE/ComplianceWithRevProc7550Ind0true
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd0false
IRS990ScheduleE/DiscriminateRaceAthltProgInd0false
IRS990ScheduleE/DiscriminateRaceEducPlcyInd0false
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd0false
IRS990ScheduleE/DiscriminateRaceOtherActyInd0false
IRS990ScheduleE/DiscriminateRaceSchsInd0false
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd0false
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd0false
IRS990ScheduleE/GovernmentFinancialAidRcvdInd0false
IRS990ScheduleE/GovernmentFinancialAidRvkdInd0false
IRS990ScheduleE/MaintainCpyOfAllSolInd0true
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd0true
IRS990ScheduleE/MaintainRacialCompRecsInd0true
IRS990ScheduleE/MaintainScholarshipsRecsInd0true
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd0true
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd0true
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd0true
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule E, Line 3 - Racially Nondiscriminatory Policy Publicized
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc1Schedule E, Line 4 - Explanation of Records and Materials Not Maintained
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc2Schedule E, Line 5 - Explanation of Organization Discrimination by Race
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Other
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Fundraiser
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt080749
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt029982
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt021329
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0132060
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt080749
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt029982
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt021329
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0132060
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0132060
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt02
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Program Supplies $49459
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Camp Expense $31903
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2materials $21536
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3book fair $8667
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Fund raising expenses $4972
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Field Trips $2474
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6insurance $206
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
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.7
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Jackie Schwind
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-09-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Margaret Harloe Elementary PTO INC
ReturnHeader/Filer/BusinessNameControlTxt0MARG
ReturnHeader/Filer/EIN0261804891
ReturnHeader/Filer/PhoneNum08054415490
ReturnHeader/Filer/USAddress/AddressLine1Txt0901 Fair Oaks Avenue
ReturnHeader/Filer/USAddress/CityNm0Arroyo Grande
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093420
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0770548913
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Economy Tax Serv
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO Box 1180 6275 Tecorida
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Templton
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd093465
ReturnHeader/PreparerPersonGrp/PhoneNum08054812501
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Wynell LMartinez
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-10-02T10:15:10-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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