Civic Intelligence

Green Elementary Parent Teacher Organization

990 • Fiscal year 2024 • EIN 27-1319521

Jul 01, 2023 to Jun 30, 2024 • Filed on Sep 25, 2024

7030 Wandermere DrSan Diego, CA 92119

(619) 840-4688

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

57th percentile

0.00x

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

24th percentile

-12%

Higher net margin than 24% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

25th percentile

-18%

Faster asset growth than 25% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

62nd percentile

13%

Faster revenue growth than 62% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Assets

Down

$64,798

Down $14,451 (-18%) from 2023

Net Assets

Down

$64,798

Down $14,451 (-18%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue

Up

$116,358

Up $13,376 (+13%) from 2023

Expenses

Up

$130,809

Up $3,409 (+2.7%) from 2023

Net Income

Up

-$14,451

Up $9,967 (+41%) from 2023

Historical Trend

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2018: $122,102Net Assets 2018: $122,1022018Assets 2019: $113,173Net Assets 2019: $113,1732019Assets 2020: $145,678Net Assets 2020: $145,6782020Assets 2021: $112,622Liabilities 2021: $1Net Assets 2021: $112,6212021Assets 2022: $103,667Liabilities 2022: $0Net Assets 2022: $103,6672022Assets 2023: $79,249Liabilities 2023: $0Net Assets 2023: $79,2492023Assets 2024: $64,798Liabilities 2024: $0Net Assets 2024: $64,7982024Assets 2025: $69,426Liabilities 2025: $0Net Assets 2025: $69,4262025

Highlighted filing

2024

Assets$64,798
Liabilities$0
Net Assets$64,798

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$150K$100K$50K$0-$50KRevenue 2018: $98,824Expenses 2018: $84,444Net Income 2018: $14,3802018Revenue 2019: $98,150Expenses 2019: $107,079Net Income 2019: -$8,9292019Revenue 2020: $110,438Expenses 2020: $77,933Net Income 2020: $32,5052020Revenue 2021: $18,339Expenses 2021: $51,396Net Income 2021: -$33,0572021Revenue 2022: $72,554Expenses 2022: $81,508Net Income 2022: -$8,9542022Revenue 2023: $102,982Expenses 2023: $127,400Net Income 2023: -$24,4182023Revenue 2024: $116,358Expenses 2024: $130,809Net Income 2024: -$14,4512024Revenue 2025: $134,724Expenses 2025: $130,096Net Income 2025: $4,6282025

Highlighted filing

2024

Revenue$116,358
Expenses$130,809
Net Income-$14,451
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Sep 25, 2024
Return Version
2023v5.1
Gross Receipts
$177,119
Mission and Program Overview

Mission

Provide benefits and support to students and faculty of myron green elementary

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$79,249$64,798▼ $14,451
Savings and Temporary Cash Investments-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$79,249$64,798▼ $14,451
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$79,249$64,798▼ $14,451
Total Net Assets Fund Balance$79,249$64,798▼ $14,451
Total Liabilities and Net Assets / Fund Balance$79,249$64,798▼ $14,451
Compensation and Service Providers

Board Members and Trustees

NameTitle
Kim VacarroPast President
Becky LaunderPresident
Lucelyna GodwinPresident
Katie WilliamsVice President
Melinda SerranoAuditor
Michael WillisEvents
Kelley Stein-murphyFundraising
Eva SmithMarketing
Paula SernoMembership
Shannon FreySecretary
Indra BennettTreasurer
Shelly GonchroffTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$24,531
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$91,827
All Other Contributions
$24,531
Change in Net Assets
$-14,451
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$130,809
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
All Other Expenses-$4,102-$4,102
Other Expenses$24,402$3,123-$3,123
Fees for Services Accounting-$980-$980
Insurance-$310-$310
Fees for Services Other-$8-$8
Total Functional Expenses$114,517$16,292$0$130,809
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$152,588
Fundraising Direct Expenses$60,761
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Jog-a-thon$76,000$76,000$16,245$59,755
Gala$64,631$64,631$28,227$36,404
Total Events$145,726$145,726$51,580$94,146
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

No review was or will be conducted.

Form 990, Part VI, Section C, Line 19

No documents available to the public.

Filing and Contact Details

Filer

Filer Name
Green Elementary Parent Teacher
EIN
27-1319521
Phone
6198404688
Address
7030 WANDERMERE DR, SAN DIEGO, CA 92119

Signing Officer

Name
Katie Williams
Title
Vice President
Signed
2024-09-25
Discuss with paid preparer
Yes

Organization Details

Legal Domicile
CA
Voting Board Members
12
Independent Board Members
0
Employees
0

Preparer

Firm
Gaines & Mondragon LLC
Address
3511 Camino Del Rio So Suite 307, San Diego, CA 92108
Preparer
Tracey Gaines Ea
Phone
6192828290
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt06523
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt032342
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt091931
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0152588
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt063321
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt07901
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt01108
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt020134
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0245052
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt082217
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt096709
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt021555
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt096366
IRS990ScheduleA/OtherIncome509Grp/TotalAmt0296847
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.53170
IRS990ScheduleA/PublicSupportPY509Pct00.38060
IRS990ScheduleA/PublicSupportTotal509Amt0336983
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0177119
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt077465
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt022292
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt07631
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt052476
IRS990ScheduleA/Total509Grp/TotalAmt0336983
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0177119
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0159682
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0119001
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt029186
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0148842
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0633830
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt051580
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0JOG-A-THON
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0GALA
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt076000
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt064631
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt05095
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0145726
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt076000
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt064631
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt05095
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0145726
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt094146
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt07108
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt051580
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt016245
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt028227
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0No review was or will be conducted.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1No documents available to the public.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section C, Line 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt079249
IRS990/TotalAssetsEOYAmt064798
IRS990/TotalAssetsGrp/BOYAmt079249
IRS990/TotalAssetsGrp/EOYAmt064798
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt024531
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt016292
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0114517
IRS990/TotalFunctionalExpensesGrp/TotalAmt0130809
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt079249
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt064798
IRS990/TotalProgramServiceExpensesAmt0114517
IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0116358
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt079249
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt064798
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/USAddress/AddressLine1Txt07030 WANDERMERE DR
IRS990/USAddress/CityNm0SAN DIEGO
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd092119
IRS990/VotingMembersGoverningBodyCnt012
IRS990/VotingMembersIndependentCnt00

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