Civic Intelligence

Thompson Elementary School PTO

990EZ • Fiscal year 2016 • EIN 30-0720419

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 15, 2017

Organization ProfileNA
7401 Church AveHighland, CA 92346

(909) 862-1302

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.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

55th percentile

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

26th percentile

-7.8%

Higher net margin than 26% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

21st percentile

-19%

Faster asset growth than 21% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

79th percentile

31%

Faster revenue growth than 79% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets56th percentile

Assets

Down

$8,606

Down $2,015 (-19%) from 2015

Net Assets

Down

$8,606

Down $2,015 (-19%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin26th percentile

Revenue

Up

$25,907

Up $6,077 (+31%) from 2015

Expenses

Up

$27,922

Up $8,172 (+41%) from 2015

Net Income

Down

-$2,015

Down $2,095 (-2619%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth21st percentile

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

$15K$10K$5.0K$0Assets 2015: $10,621Liabilities 2015: $0Net Assets 2015: $10,6212015Assets 2016: $8,606Liabilities 2016: $0Net Assets 2016: $8,6062016Assets 2017: $5,153Liabilities 2017: $0Net Assets 2017: $5,1532017

Highlighted filing

2016

Assets$8,606
Liabilities$0
Net Assets$8,606
Open 2016 Filing

Operations Trend

Revenue Growth79th percentile

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

$40K$20K$0-$20KRevenue 2015: $19,830Expenses 2015: $19,750Net Income 2015: $802015Revenue 2016: $25,907Expenses 2016: $27,922Net Income 2016: -$2,0152016Revenue 2017: $35,714Expenses 2017: $39,167Net Income 2017: -$3,4532017

Highlighted filing

2016

Revenue$25,907
Expenses$27,922
Net Income-$2,015
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 15, 2017
Return Version
2016v3.0
Gross Receipts
$25,907
Mission and Program Overview

Mission

Provide benefits for students

Program Services

DescriptionGrantsExpenses
Provide classroom supplies, student and staff awards, dances, principal's recess, teacher appreciation, winter/fall festivals, and other necessary support of student activities$0$24,292
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Lisa SanchezPresident-$0--
Rhonda AlvaradoVice President-$0--
Karen TurleySecretary-$0--
Lisa EganTreasurer-$0--
Karina RayaBoard Member-$0--
Filing and Contact Details

Filer

Filer Name
Thompson Elementary PTO
EIN
30-0720419
Phone
9098621302
Address
7401 Church Ave, Highland, CA 92346

Signing Officer

Name
Rhonda Alvarado
Title
Treasurer
Phone
9098621302
Signed
2017-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Smith Marion & Co LPP
Address
1940 Orange Tree Lane Suite 100, Redlands, CA 92374
Preparer
David B Marion
Phone
9093072323
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 16 - Other Expenses

“Description: Office expense. Amount: 728. Description: Insurance. Amount: 825. Description: Program expenses. Amount: 24,384. Description: Miscellaneous. Amount: 53. Description: Conferences/trainings/meetings/etc.. Amount: 482. Total to Form 990-EZ, line 16: 26,472.”

Raw XML Appendix169 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/PhoneNum09097719156
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt07401 Church Ave
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Highland
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092346
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt010621
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt08606
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IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
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IRS990EZ/ForeignOfficeInd00
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IRS990EZ/InfoInScheduleOPartIIIInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Lisa Sanchez
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Rhonda Alvarado
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Karen Turley
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Lisa Egan
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Karina Raya
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Board Member
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt026472
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0Provide benefits for students
IRS990EZ/ProgramServiceRevenueAmt010916
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IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt024292
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd00
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IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
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IRS990EZ/TotalRevenueAmt025907
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0NA
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt014991
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt09371
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt025945
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt031104
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt081411
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt016
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt016
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt010916
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt010443
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt019118
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt034356
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt074833
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IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt0162
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IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportTotal509Amt0156244
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt025907
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt019814
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt034356
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description: Office expense. Amount: 728. Description: Insurance. Amount: 825. Description: Program expenses. Amount: 24,384. Description: Miscellaneous. Amount: 53. Description: Conferences/trainings/meetings/etc.. Amount: 482. Total to Form 990-EZ, line 16: 26,472.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 16 - Other Expenses
TransferPrsnlBnftContractsDecl/DeclarationDesc0The organization did not, during the year, receive any funds, directly,or indirectly, to pay premiums on a personal benefit contract.The organization, did not, during the year, pay any premiums, directly,or indirectly, on a personal benefit contract.
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Rhonda Alvarado
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum09098621302
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Thompson Elementary PTO
ReturnHeader/Filer/BusinessNameControlTxt0THOM
ReturnHeader/Filer/EIN0300720419
ReturnHeader/Filer/PhoneNum09098621302
ReturnHeader/Filer/USAddress/AddressLine1Txt07401 Church Ave
ReturnHeader/Filer/USAddress/CityNm0Highland
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092346
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ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt068.135.70.2
ReturnHeader/FilingSecurityInformation/IPDt02017-11-15
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm020:34:26
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0273337428
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Smith Marion & Co LPP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01940 Orange Tree Lane Suite 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Redlands
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092374
ReturnHeader/PreparerPersonGrp/PhoneNum09093072323
ReturnHeader/PreparerPersonGrp/PreparationDt02017-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0David B Marion
ReturnHeader/ReturnTs02017-11-15T20:37:36-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$8,606
Liabilities
$0
Net assets
$8,606
Revenue
$25,907
Expenses
$27,922
Net income
-$2,015
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2017Detailed filing. Detailed filing data is available for this year.$5.15$0.00$5.15$35.7$39.2$3.45
2016Detailed filing. Detailed filing data is available for this year.$8.61$0.00$8.61$25.9$27.9$2.02
2015Detailed filing. Detailed filing data is available for this year.$10.6$0.00$10.6$19.8$19.8$0.08