Civic Intelligence

Harvest Ridge PTO

EIN 27-3423581 • 501(c)3 • Newcastle, CA

Pub. 78 Eligible

Profile

Provide funds for field trips and additional classroom supplies for teachers and the students.

9050 Old State HighwayNewcastle, CA 95658

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

52nd percentile

2.8%

Higher net margin than 52% of similar nonprofits.

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

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

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

Asset Growth

63rd percentile

5.3%

Faster asset growth than 63% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

43rd percentile

-9.1%

Faster revenue growth than 43% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$26,586

Up $1,340 (+5.3%) from 2024

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Up

$26,586

Up $1,340 (+5.3%) from 2024

Operations
Liabilities / RevenueScore unavailableNet Margin52nd percentile

Revenue

Down

$48,591

Down $4,865 (-9.1%) from 2024

Expenses

Down

$47,251

Down $5,609 (-11%) from 2024

Net Income

Up

$1,340

Up $744 (+125%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth63rd percentile

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

$30K$20K$10K$0Assets 2020: $19,420Net Assets 2020: $19,4202020Assets 2021: $21,076Net Assets 2021: $21,0762021Assets 2022: $0Net Assets 2022: $21,0762022Assets 2023: $24,050Net Assets 2023: $24,0502023Assets 2024: $25,246Net Assets 2024: $25,2462024Assets 2025: $26,586Net Assets 2025: $26,5862025

Highlighted filing

2025

Assets$26,586
Liabilities-
Net Assets$26,586
Open 2025 Filing

Operations Trend

Revenue Growth43rd percentile

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

$60K$40K$20K$0Revenue 2020: $43,272Expenses 2020: $39,673Net Income 2020: $3,5992020Revenue 2021: $13,392Expenses 2021: $11,736Net Income 2021: $1,6562021Revenue 2022: $02022Revenue 2023: $41,251Expenses 2023: $35,240Net Income 2023: $6,0112023Revenue 2024: $53,456Expenses 2024: $52,860Net Income 2024: $5962024Revenue 2025: $48,591Expenses 2025: $47,251Net Income 2025: $1,3402025

Highlighted filing

2025

Revenue$48,591
Expenses$47,251
Net Income$1,340
Open 2025 Filing

Filings

Most recent year

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

Open filing
Assets
$26,586
Liabilities
-
Net assets
$26,586
Revenue
$48,591
Expenses
$47,251
Net income
$1,340
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$26.6$26.6$48.6$47.3$1.34
2024Detailed filing. Detailed filing data is available for this year.$25.2$25.2$53.5$52.9$0.60
2023Detailed filing. Detailed filing data is available for this year.$24.1$24.1$41.3$35.2$6.01
2022Detailed filing. Detailed filing data is available for this year.$0.00$21.1$0.00
2021Detailed filing. Detailed filing data is available for this year.$21.1$21.1$13.4$11.7$1.66
2020Detailed filing. Detailed filing data is available for this year.$19.4$19.4$43.3$39.7$3.60
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Jul 29, 2025
Return Version
2024v5.2
Gross Receipts
$54,263
Mission and Program Overview

Mission

Provide funds for field trips and additional classroom supplies for teachers and the students.

Program Services

DescriptionGrantsExpenses
PROVIDE FUNDS FOR FIELD TRIPS AND ADDITIONAL CLASSROOM SUPPLIES FOR TEACHERS AND THE STUDENTS.-$45,834
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAMIE FEARNPresident-$0--
COURTNEY SONKENVice President-$0--
JULIA BURNHAMTreasurer-$0--
KELLY WYATTSecretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Mandarin Fundraiser$8,989$8,989$3,497$5,492
Read-a-thon$8,026$8,026$1,317$6,709
Total Events$17,015$17,015$4,814$12,201
Filing and Contact Details

Filer

Filer Name
Harvest Ridge Pto
EIN
27-3423581
Phone
9162591425
Address
9050 OLD STATE HIGHWAY, NEWCASTLE, CA 95658

Signing Officer

Name
Julia Burnham
Title
Treasurer
Signed
2025-07-29
Discuss with paid preparer
Yes

Preparer

Firm
J C Bookkeeping & Financial Services
Address
5985 HORSESHOE BAR ROAD, LOOMIS, CA 95650
Preparer
JACQUELINE M DeMARTINI
Phone
9166529266
Supplemental Narrative

Additional Explanations

Other Expenses.1012

“Insurance $679”

Other Expenses.1

“FIELD TRIP $43430”

Other Expenses.2

“Teacher appreciation $1325”

Other Expenses.3

“HOT LUNCHES $309”

Other Expenses.4

“GRADUATION $304”

Other Expenses.5

“CELEBRATION $262”

Other Expenses.6

“CLASSROOM AWARDS $210”

Other Expenses.7

“MISC $126”

Other Expenses.8

“THANKSGIVING FEAST $114”

Other Expenses.9

“TAXES $70”

Raw XML Appendix189 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/PoliticalCampaignActyInd0false
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IRS990EZ/SpecialEventsNetIncomeLossAmt015624
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
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IRS990EZ/TaxImposedOnOrganizationMgrAmt00
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IRS990EZ/TransactionWithControlEntInd0false
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Insurance $679
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FIELD TRIP $43430
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2TEACHER APPRECIATION $1325
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3HOT LUNCHES $309
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4GRADUATION $304
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.9
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JULIA BURNHAM
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-07-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HARVEST RIDGE PTO
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ReturnHeader/Filer/EIN0273423581
ReturnHeader/Filer/PhoneNum09162591425
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ReturnHeader/Filer/USAddress/CityNm0NEWCASTLE
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ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-07-29T10:44:18-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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