Civic Intelligence

Palos Verdes Intermediate School Ptsa

990EZ • Fiscal year 2021 • EIN 33-0466231

Jul 01, 2020 to Jun 30, 2021 • Filed on Nov 15, 2021

2161 Via OliveraPalos Verdes Estates, CA 90274

(310) 544-4816

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.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

56th percentile

0.00x

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Net Margin

82nd percentile

40%

Higher net margin than 82% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2021

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2021

Assets

Down

$87,973

Down $19,884 (-18%) from 2015

Net Assets

Down

$87,973

Down $19,884 (-18%) from 2015

Liabilities

$0

No earlier filing loaded for comparison.

Revenue

Down

$71,623

Down $47,326 (-40%) from 2015

Expenses

Down

$42,689

Down $54,011 (-56%) from 2015

Net Income

Up

$28,934

Up $6,685 (+30%) from 2015

Historical Trend

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2015: $107,857Net Assets 2015: $107,8572015Assets 2021: $87,973Liabilities 2021: $0Net Assets 2021: $87,9732021Assets 2022: $63,919Liabilities 2022: $0Net Assets 2022: $63,9192022Assets 2023: $67,759Liabilities 2023: $0Net Assets 2023: $67,7592023Assets 2024: $59,218Liabilities 2024: $0Net Assets 2024: $59,2182024

Highlighted filing

2021

Assets$87,973
Liabilities$0
Net Assets$87,973

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2015: $118,949Expenses 2015: $96,700Net Income 2015: $22,2492015Revenue 2021: $71,623Expenses 2021: $42,689Net Income 2021: $28,9342021Revenue 2022: $86,195Expenses 2022: $110,249Net Income 2022: -$24,0542022Revenue 2023: $93,358Expenses 2023: $89,518Net Income 2023: $3,8402023Revenue 2024: $81,454Expenses 2024: $89,995Net Income 2024: -$8,5412024

Highlighted filing

2021

Revenue$71,623
Expenses$42,689
Net Income$28,934
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Nov 15, 2021
Return Version
2020v4.1
Gross Receipts
$71,623
Mission and Program Overview

Mission

Parent and student education

Program Services

DescriptionGrantsExpenses
THE ORGANIZATION SERVES APPROXIMATELY 1,000 STUDENTS AND THEIR PARENTS. IT PROVIDES FIELD TRIPS, LIBRARY SERVICES, MEDIA CENTER, TEACHER APPRECIATION, DRUG AWARENESS, MATH AND SCIENCE FEES FOR COMPETITIONS AND CLASSROOM LAB SUPPLIES.--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
TIFFANY TOWNLEYPresidentPT$0--
STEPHANIE LUNDSTROMExecutive Vice PresidentPT$0--
AMY FRIEDMAN1st Vice PresidentPT$0--
JACQUELINE ENRIQUEZ2nd Vice PresidentPT$0--
CHIRINE TANNOUS2nd Vice PresidentPT$0--
LISA KIM3rd Vice PresidentPT$0--
JENNIFER HONG3rd Vice PresidentPT$0--
GITTE MICKELSON4th Vice PresidentPT$0--
NONE5th Vice President-$0--
NONE5th Vice President-$0--
KRISTY WATSON6th Vice PresidentPT$0--
BETTY LIN PETERSON7th Vice PresidentPT$0--
MARGARET LIOUTreasurerPT$0--
CATHY RUCKERFinancial SecretaryPT$0--
KATHERINE TSAIAuditorPT$0--
DAWN WYNNERecording SecretaryPT$0--
NONEParliamentarian-$0--
ELIZABETH BESHEAR6th Vice PresidentPT$0--
DIANA HEFFERNAN-SCHRADERHistorianPT$0--
LISA LAHRCorresponding Secretary-$0--
Filing and Contact Details

Filer

Filer Name
Palos Verdes Intermediate School Ptsa
EIN
33-0466231
In Care Of
% JULIE MANTH
Phone
3105444816
Address
2161 VIA OLIVERA, PALOS VERDES ESTATES, CA 90274

Signing Officer

Name
Julie Manth
Title
Treasurer
Phone
3105412282
Signed
2021-11-15
Supplemental Narrative

Additional Explanations

Form 990EZ Part I Line 16

Description:BACK TO SCHOOL LUNCHEON Amount:

Form 990EZ Part I Line 16

Description:BOARD EXPENSES Amount:30

Form 990EZ Part I Line 16

Description:BANK FEES Amount:

Form 990EZ Part I Line 16

Description:GARDEN PROGRAM Amount:3500

Form 990EZ Part I Line 16

Description:CAPITAL CONVOY Amount:

Form 990EZ Part I Line 16

Description:CHEF CLASS Amount:2102

Form 990EZ Part I Line 16

Description:COUNCIL ASSESSMENT Amount:750

Form 990EZ Part I Line 16

Description:CLASSROOM LAB FEES & SUPPLIES Amount:983

Form 990EZ Part I Line 16

Description:COMMUNICATION/PRINTING Amount:236

Form 990EZ Part I Line 16

Description:CHARACTER DEVELOPMENT Amount:8000

Form 990EZ Part I Line 16

Description:FIELD TRIPS Amount:-5495

Form 990EZ Part I Line 16

Description:HONORARY SERVICE AWARDS Amount:400

Form 990EZ Part I Line 16

Description:HOSPITALITY Amount:

Form 990EZ Part I Line 16

Description:HSA LUNCHEON Amount:1550

Form 990EZ Part I Line 16

Description:INSURANCE Amount:258

Form 990EZ Part I Line 16

Description:JUVENILE DIVERSION/FOUNDERS DAY Amount:25

Form 990EZ Part I Line 16

Description:LIBRARY COMMITTED FUNDS Amount:

Form 990EZ Part I Line 16

Description:MEMBERPLANET FEES Amount:2365

Form 990EZ Part I Line 16

Description:MEMBERSHIP DUES PAID TO COUNCIL Amount:3806

Form 990EZ Part I Line 16

Description:PARTNERS IN ART/AAYF Amount:500

Form 990EZ Part I Line 16

Description:PENINSULA EDUCATION FOUNDATION Amount:

Form 990EZ Part I Line 16

Description:PRINCIPAL/PRESIDENT MEETINGS Amount:175

Form 990EZ Part I Line 16

Description:RED RIBBON WEEK Amount:223

Form 990EZ Part I Line 16

Description:MATH CLUB Amount:737

Form 990EZ Part I Line 16

Description:LEGISLATION/MOCK ELECTION Amount:

Form 990EZ Part I Line 16

Description:SPECIAL PROJECTS GIFTING Amount:

Form 990EZ Part I Line 16

Description:STAFF APPRECIATION WEEK Amount:1500

Form 990EZ Part I Line 16

Description:REFLECTIONS Amount:145

Form 990EZ Part I Line 16

Description:ASSEMBLIES Amount:1000

Form 990EZ Part I Line 16

Description:TEACHER SUPPLIES Amount:2490

Form 990EZ Part I Line 16

Description:STAFF DEVELOPMENT Amount:994

Form 990EZ Part I Line 16

Description:TECHNOLOGY Amount:2042

Form 990EZ Part I Line 16

Description:YELLOW RIBBON WEEK Amount:141

Form 990EZ Part I Line 16

Description:ALL PRO DADS Amount:

Form 990EZ Part I Line 16

Description:PTAEZ EXPENSE/MEMBERPLANET ANNUAL FEE Amount:359

Form 990EZ Part I Line 16

Description:STATE CONVENTION Amount:

Form 990EZ Part I Line 16

Description:WINTER LUNCHEON Amount:1131

Form 990EZ Part I Line 16

Description:DISASTER AND SAFETY COMMITTED FUNDS Amount:1245

Form 990EZ Part I Line 16

Description:MERCHANDISE EXPENSE Amount:10452

Form 990EZ Part I Line 16

Description:PRESIDENT EXPENSES Amount:437

Form 990EZ Part I Line 16

Description:CAPITOL COMES TO CAMPUS Amount:

Form 990EZ Part I Line 16

Description:FILING FEES Amount:58

Raw XML Appendix335 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/PersonNm1STEPHANIE LUNDSTROM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2AMY FRIEDMAN
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm19LISA LAHR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1EXECUTIVE VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt21ST VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt32ND VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt42ND VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt53RD VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt63RD VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt74TH VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt85TH VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt95TH VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt106TH VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt117TH VICE PRESIDENT
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt16PARLIAMENTARIAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt176TH VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt18HISTORIAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt19CORRESPONDING SECRETARY
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt071623
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt098688
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0123952
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0121858
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0141254
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0557375
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description:BACK TO SCHOOL LUNCHEON Amount:
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description:BOARD EXPENSES Amount:30
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Description:BANK FEES Amount:
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Description:GARDEN PROGRAM Amount:3500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Description:CAPITAL CONVOY Amount:
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Description:CHEF CLASS Amount:2102
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Description:COUNCIL ASSESSMENT Amount:750
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Description:CLASSROOM LAB FEES & SUPPLIES Amount:983
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Description:COMMUNICATION/PRINTING Amount:236
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Description:CHARACTER DEVELOPMENT Amount:8000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Description:FIELD TRIPS Amount:-5495
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Description:HONORARY SERVICE AWARDS Amount:400
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Description:HOSPITALITY Amount:
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Description:HSA LUNCHEON Amount:1550
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14Description:INSURANCE Amount:258
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15Description:JUVENILE DIVERSION/FOUNDERS DAY Amount:25
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16Description:LIBRARY COMMITTED FUNDS Amount:
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17Description:MEMBERPLANET FEES Amount:2365
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt18Description:MEMBERSHIP DUES PAID TO COUNCIL Amount:3806
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt19Description:PARTNERS IN ART/AAYF Amount:500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt20Description:PENINSULA EDUCATION FOUNDATION Amount:
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt21Description:PRINCIPAL/PRESIDENT MEETINGS Amount:175
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt22Description:RED RIBBON WEEK Amount:223
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt23Description:MATH CLUB Amount:737
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt24Description:LEGISLATION/MOCK ELECTION Amount:
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt25Description:SPECIAL PROJECTS GIFTING Amount:
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt26Description:STAFF APPRECIATION WEEK Amount:1500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt27Description:REFLECTIONS Amount:145
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt28Description:ASSEMBLIES Amount:1000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt29Description:TEACHER SUPPLIES Amount:2490
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt30Description:STAFF DEVELOPMENT Amount:994
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt31Description:TECHNOLOGY Amount:2042
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt32Description:YELLOW RIBBON WEEK Amount:141
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt33Description:ALL PRO DADS Amount:
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt34Description:PTAEZ EXPENSE/MEMBERPLANET ANNUAL FEE Amount:359
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt35Description:STATE CONVENTION Amount:
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt36Description:WINTER LUNCHEON Amount:1131
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt37Description:DISASTER AND SAFETY COMMITTED FUNDS Amount:1245
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt38Description:MERCHANDISE EXPENSE Amount:10452
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt39Description:PRESIDENT EXPENSES Amount:437
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt40Description:CAPITOL COMES TO CAMPUS Amount:
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt41Description:FILING FEES Amount:58
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Julie Manth
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum03105412282
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PALOS VERDES INTERMEDIATE SCHOOL PTSA
ReturnHeader/Filer/BusinessNameControlTxt0PALO
ReturnHeader/Filer/EIN0330466231
ReturnHeader/Filer/InCareOfNm0% JULIE MANTH
ReturnHeader/Filer/PhoneNum03105444816
ReturnHeader/Filer/USAddress/AddressLine1Txt02161 VIA OLIVERA
ReturnHeader/Filer/USAddress/CityNm0PALOS VERDES ESTATES
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd090274
ReturnHeader/ReturnTs02021-11-15T18:10:22-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Julie
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Manth
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

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