Civic Intelligence

Aviara Oaks Elementary School PTA

990 • Fiscal year 2017 • EIN 33-0434175

Jul 01, 2016 to Jun 30, 2017 • Filed on Nov 09, 2017

Organization Profilewww.aoepta.org
6900 Ambrosia LaneCarlsbad, CA 92011

(760) 707-6195

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.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

56th percentile

0.00x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

52nd percentile

4.2%

Higher net margin than 52% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

55th percentile

4.8%

Faster asset growth than 55% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

73rd percentile

21%

Faster revenue growth than 73% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$209,276

Up $9,609 (+4.8%) from 2016

Net Assets

Up

$209,276

Up $9,609 (+4.8%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin52nd percentile

Revenue

Up

$230,027

Up $40,250 (+21%) from 2016

Expenses

Up

$220,418

Up $42,788 (+24%) from 2016

Net Income

Down

$9,609

Down $2,538 (-21%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth55th percentile

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

$300K$200K$100K$0Assets 2012: $131,140Net Assets 2012: $131,1402012Assets 2013: $145,457Net Assets 2013: $145,4572013Assets 2014: $177,879Liabilities 2014: $0Net Assets 2014: $177,8792014Assets 2016: $199,667Liabilities 2016: $0Net Assets 2016: $199,6672016Assets 2017: $209,276Liabilities 2017: $0Net Assets 2017: $209,2762017Assets 2018: $191,719Liabilities 2018: $0Net Assets 2018: $191,7192018Assets 2019: $162,950Liabilities 2019: $0Net Assets 2019: $162,9502019Assets 2020: $127,127Liabilities 2020: $0Net Assets 2020: $127,1272020Assets 2021: $115,009Liabilities 2021: $0Net Assets 2021: $115,0092021Assets 2022: $194,484Liabilities 2022: $0Net Assets 2022: $194,4842022Assets 2023: $213,747Liabilities 2023: $0Net Assets 2023: $213,7472023Assets 2024: $199,954Liabilities 2024: $0Net Assets 2024: $199,9542024Assets 2025: $188,868Liabilities 2025: $0Net Assets 2025: $188,8682025

Highlighted filing

2017

Assets$209,276
Liabilities$0
Net Assets$209,276
Open 2017 Filing

Operations Trend

Revenue Growth73rd percentile

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

$400K$300K$200K$100K$0-$100KRevenue 2012: $109,073Expenses 2012: $113,805Net Income 2012: -$4,7322012Revenue 2013: $117,778Expenses 2013: $102,271Net Income 2013: $15,5072013Revenue 2014: $128,899Expenses 2014: $96,477Net Income 2014: $32,4222014Revenue 2016: $189,777Expenses 2016: $177,630Net Income 2016: $12,1472016Revenue 2017: $230,027Expenses 2017: $220,418Net Income 2017: $9,6092017Revenue 2018: $208,431Expenses 2018: $226,250Net Income 2018: -$17,8192018Revenue 2019: $245,888Expenses 2019: $274,722Net Income 2019: -$28,8342019Revenue 2020: $192,859Expenses 2020: $228,681Net Income 2020: -$35,8222020Revenue 2021: $37,973Expenses 2021: $50,090Net Income 2021: -$12,1172021Revenue 2022: $308,829Expenses 2022: $229,354Net Income 2022: $79,4752022Revenue 2023: $314,162Expenses 2023: $294,899Net Income 2023: $19,2632023Revenue 2024: $298,584Expenses 2024: $309,258Net Income 2024: -$10,6742024Revenue 2025: $267,735Expenses 2025: $278,817Net Income 2025: -$11,0822025

Highlighted filing

2017

Revenue$230,027
Expenses$220,418
Net Income$9,609
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Nov 9, 2017
Return Version
2016v3.0
Gross Receipts
$230,027
Mission and Program Overview

Mission

To positively impact the lives of all AOE students and their families.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$199,667$209,276▲ $9,609
Rtn Earn Endowment Incm Other Fnds$199,667$209,276▲ $9,609
Total Assets$199,667$209,276▲ $9,609
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$199,667$209,276▲ $9,609
Total Liabilities and Net Assets / Fund Balance$199,667$209,276▲ $9,609
Compensation and Service Providers
Top Officer Pay76th percentile

Board Members and Trustees

NameTitle
Krissy OttenPresident
Laura HeonExecutive VP
Renee BujewskiSecretary
Jen LoperTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$230,027
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$121,227
Change in Net Assets
$9,609
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$220,418
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
Other Expenses$213,750$3,108-$213,750
Payments to Affiliates-$1,394-$1,394
Office Expenses-$1,046-$1,046
Fees for Services Accounting-$540-$540
Insurance-$221-$221
Conferences and Meetings-$150-$150
Travel-$40-$40
Fees for Services Other-$34-$34
Total Functional Expenses$213,750$6,668$0$220,418
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
All Events$106,256$106,256-$106,256
Total Events$106,256$106,256-$106,256
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990 governing body review Part VI line 11

“The Board reviews the tax return”

Conflict of interest policy compliance Part VI line 12C

“The Board adheres to and reviews the Conflict of Interest compliance”

Governing documents etc available to public Part VI line 19

“Governing documents are available to the public upon request”

Filing and Contact Details

Filer

Filer Name
Aviara Oaks Elementary School PTA
EIN
33-0434175
Address
6900 Ambrosia Lane, Carlsbad, CA 92011

Signing Officer

Name
Jen Loper
Title
Treasurer
Phone
7607076195
Signed
2017-11-09
Discuss with paid preparer
No

Organization Details

Formed
1995
Legal Domicile
CA
Voting Board Members
15
Independent Board Members
15
Employees
0
Volunteers
65

Preparer

Firm
Tax Preparation Services
Address
2755 Jefferson Street Suite 102, Carlsbad, CA 92008
Preparer
Gregory Hood
Phone
7604384590
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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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ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId03018052017317jymuhcw
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02017-11-13
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0104.190.2.177
ReturnHeader/FilingSecurityInformation/IPDt02017-11-13
ReturnHeader/FilingSecurityInformation/IPTm018:59:53
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0043839469
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Tax Preparation Services
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02755 Jefferson Street Suite 102
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Carlsbad
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092008
ReturnHeader/PreparerPersonGrp/PhoneNum07604384590
ReturnHeader/PreparerPersonGrp/PreparationDt02017-11-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Gregory Hood
ReturnHeader/ReturnTs02017-11-11T18:24:30-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$209,276
Liabilities
$0
Net assets
$209,276
Revenue
$230,027
Expenses
$220,418
Net income
$9,609
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.89$0.00$1.89$2.68$2.79$0.11
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.00$0.00$2.00$2.99$3.09$0.11
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.14$0.00$2.14$3.14$2.95$0.19
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.94$0.00$1.94$3.09$2.29$0.79
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.15$0.00$1.15$0.38$0.50$0.12
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.27$0.00$1.27$1.93$2.29$0.36
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.63$0.00$1.63$2.46$2.75$0.29
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.92$0.00$1.92$2.08$2.26$0.18
2017Detailed filing. Detailed filing data is available for this year.$2.09$0.00$2.09$2.30$2.20$0.10
2016Detailed filing. Detailed filing data is available for this year.$2.00$0.00$2.00$1.90$1.78$0.12
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.78$0.00$1.78$1.29$0.96$0.32
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.45$1.45$1.18$1.02$0.16
2012XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.31$1.31$1.09$1.14$0.05