Civic Intelligence

Temecula Valley Council of Ptas

EIN 33-0358427 • 501(c)3 • Temecula, CA

Profile

To positively impact the lives of all children and families by representing our members, and empowering and supporting them with skills in advocacy, leadership and communications.

30350 Ranch Vista RdTemecula, CA 92592

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 2016

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2016

Net Margin

39th percentile

-3.0%

Higher net margin than 39% of similar nonprofits.

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

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 2016

Asset Growth

28th percentile

-26%

Faster asset growth than 28% of similar nonprofits.

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

Revenue Growth

81st percentile

40%

Faster revenue growth than 81% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$5,449

Down $1,963 (-26%) from 2015

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$5,449

Down $1,963 (-26%) from 2015

Operations
Liabilities / RevenueScore unavailableNet Margin39th percentile

Revenue

Up

$65,938

Up $18,738 (+40%) from 2015

Expenses

Up

$67,901

Up $22,068 (+48%) from 2015

Net Income

Down

-$1,963

Down $3,330 (-244%) from 2015

Trend Graphs

Balance Sheet Trend

Asset Growth28th percentile

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

$8.0K$6.0K$4.0K$2.0K$0Assets 2014: $6,045Net Assets 2014: $6,0452014Assets 2015: $7,412Net Assets 2015: $7,4122015Assets 2016: $5,449Net Assets 2016: $5,4492016

Highlighted filing

2016

Assets$5,449
Liabilities-
Net Assets$5,449
Open 2016 Filing

Operations Trend

Revenue Growth81st percentile

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

$80K$60K$40K$20K$0-$20KRevenue 2014: $50,190Expenses 2014: $48,450Net Income 2014: $1,7402014Revenue 2015: $47,200Expenses 2015: $45,833Net Income 2015: $1,3672015Revenue 2016: $65,938Expenses 2016: $67,901Net Income 2016: -$1,9632016

Highlighted filing

2016

Revenue$65,938
Expenses$67,901
Net Income-$1,963
Open 2016 Filing

Filings

Most recent year

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

Open filing
Assets
$5,449
Liabilities
-
Net assets
$5,449
Revenue
$65,938
Expenses
$67,901
Net income
-$1,963
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2016Detailed filing. Detailed filing data is available for this year.$5.45$5.45$65.9$67.9$1.96
2015Detailed filing. Detailed filing data is available for this year.$7.41$7.41$47.2$45.8$1.37
2014Detailed filing. Detailed filing data is available for this year.$6.05$6.05$50.2$48.5$1.74
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Nov 14, 2016
Return Version
2015v2.0
Gross Receipts
$65,938
Mission and Program Overview

Mission

To positively impact the lives of all children and families by representing our members, and empowering and supporting them with skills in advocacy, leadership and communications.

Program Services

DescriptionGrantsExpenses
Assisting local PTA's in supporting the student body.$67,902-
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KAREN CARLSONPresidentPT$0--
ANA PAZTreasurerPT$0--
LISA OSTERLOHSecretaryPT$0--
Jeannie HardyVice PresidentPT$0--
Filing and Contact Details

Filer

Filer Name
Temecula Valley Council of Ptas
EIN
33-0358427
Phone
9517645694
Address
30350 RANCH VISTA RD, TEMECULA, CA 92592

Signing Officer

Name
Kandice Underhill
Title
Treasurer
Signed
2016-11-14
Discuss with paid preparer
Yes

Preparer

Firm
Financial Accounting Services
Address
41769 Enterprise Circle N 209, Temecula, CA 92590
Preparer
Frederick J Karma
Phone
9517191515
Supplemental Narrative

Additional Explanations

Other Revenue.1

“Council Programs $9651”

Other Revenue.2

“Non-Council Activities $5961”

Other Expenses.1002

“Office Expenses $1690”

Other Expenses.1007

“Conferences, Conventions, and Meetings $1928”

Other Expenses.1012

“Insurance $5770”

Other Expenses.1

“District portion of memebershi $41282”

Other Expenses.2

“Unallocated $9313”

Other Expenses.3

“Founder's Day Awards $2369”

Other Expenses.4

“Membership Envelopes $1170”

Other Expenses.5

“Scholarship $1000”

Other Expenses.6

“Unit Training $927”

Other Expenses.7

“Reflections $551”

Other Expenses.8

“Unit Awards $262”

Other Expenses.9

“Hospitality $259”

Other Expenses.10

“23rd District unit counterpart $75”

Other Expenses.11

“Council membership $60”

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.

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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Vice President
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt066656
IRS990EZ/OtherRevenueTotalAmt015612
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
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IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0To positively impact the lives of all children and families by representing our members, and empowering and supporting them with skills in advocacy, leadership and communications.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Assisting local PTA's in supporting the student body.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt067902
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
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IRS990EZ/TotalExpensesAmt067901
IRS990EZ/TotalProgramServiceExpensesAmt067902
IRS990EZ/TotalRevenueAmt065938
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt050321
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt040776
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0134242
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt015612
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt06423
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IRS990ScheduleA/OtherIncome509Grp/TotalAmt029080
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.00000
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IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt050321
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IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0163322
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Council Programs $9651
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Non-Council Activities $5961
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Office Expenses $1690
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Conferences, Conventions, and Meetings $1928
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Insurance $5770
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5District portion of memebershi $41282
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Unallocated $9313
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Founder's Day Awards $2369
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Membership Envelopes $1170
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Scholarship $1000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Unit Training $927
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Reflections $551
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Unit Awards $262
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Hospitality $259
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1423rd District unit counterpart $75
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15Council membership $60
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Revenue.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Revenue.2
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Other Expenses.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Other Expenses.10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Other Expenses.11
ReturnHeader/BuildTS02017-02-10 21:41:12Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0Kandice Underhill
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0TEMECULA VALLEY COUNCIL OF PTAS
ReturnHeader/Filer/BusinessNameControlTxt0TEME
ReturnHeader/Filer/EIN0330358427
ReturnHeader/Filer/PhoneNum09517645694
ReturnHeader/Filer/USAddress/AddressLine1Txt030350 RANCH VISTA RD
ReturnHeader/Filer/USAddress/CityNm0TEMECULA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092592
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Financial Accounting Services
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt041769 Enterprise Circle N 209
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Temecula
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092590
ReturnHeader/PreparerPersonGrp/PhoneNum09517191515
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Frederick J Karma
ReturnHeader/ReturnTs02016-11-14T10:20:15-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 501(c)3 • <$500k nonprofits