Civic Intelligence

Palos Verdes Intermediate School Ptsa

990EZ • Fiscal year 2023 • EIN 33-0466231

Jul 01, 2022 to Jun 30, 2023 • Filed on Nov 15, 2023

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

58th percentile

0.00x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

59th percentile

0.00x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

52nd percentile

4.1%

Higher net margin than 52% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

58th percentile

6.0%

Faster asset growth than 58% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

54th percentile

8.3%

Faster revenue growth than 54% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Assets

Up

$67,759

Up $3,840 (+6.0%) from 2022

Net Assets

Up

$67,759

Up $3,840 (+6.0%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue

Up

$93,358

Up $7,163 (+8.3%) from 2022

Expenses

Down

$89,518

Down $20,731 (-19%) from 2022

Net Income

Up

$3,840

Up $27,894 (+116%) from 2022

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

2023

Assets$67,759
Liabilities$0
Net Assets$67,759

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

2023

Revenue$93,358
Expenses$89,518
Net Income$3,840
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Nov 15, 2023
Return Version
2022v5.0
Gross Receipts
$93,358
Mission and Program Overview

Mission

Parent and student education

Program Services

DescriptionGrantsExpenses
THE ORGANIZATION SERVES APPROXIMATELY 750 STUDENTS AND THEIR PARENTS. IT PROVIDES FIELD TRIPS, LIBRARY SERVICES, MEDIA CENTER, TEACHER APPRECIATION, DRUG AWARENESS, MATH AND SCIENCE FEES FOR COMPETITION, STEM LAB COMPUTERS AND MONITORS, TECHNOLOGY, DISASTER/SAFETY SUPPLIES, GARDEN PROGRAM AND CLASSROOM LAB SUPPLIES.-$67,583
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
STEFANI TURNERPresidentPT$0--
JENNY HANDJIANExecutive Vice PresidentPT$0--
NONE1st Vice President-$0--
TIFFNEY TOWNLEY2nd Vice President-$0--
NONE2nd Vice President-$0--
JULIE HICKMAN3rd Vice President-$0--
NONE3rd Vice President-$0--
DINA SIMONSEN4th Vice President-$0--
EVA SUE5th Vice President-$0--
NONE5th Vice President-$0--
ELIZABETH BESHEAR6th Vice President-$0--
AMY FRIEDMAN7th Vice President-$0--
JULIE MANTHTreasurerPT$0--
CATHERINE XIAOFinancial Secretary-$0--
AUDREY DIASAuditor-$0--
KIM SCHLOEMERRecording Secretary-$0--
NONEParliamentarian-$0--
DAWN WYNNEHistorian-$0--
NONECorresponding Secretary-$0--
Filing and Contact Details

Filer

Filer Name
Palos Verdes Intermediate 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
2133007464
Signed
2023-11-15
Supplemental Narrative

Additional Explanations

Form 990EZ Part I Line 16

Description:BACK TO SCHOOL LUNCHEON Amount:958

Form 990EZ Part I Line 16

Description:BOARD EXPENSES Amount:

Form 990EZ Part I Line 16

Description:BANK FEES Amount:29

Form 990EZ Part I Line 16

Description:GARDEN PROGRAM Amount:7200

Form 990EZ Part I Line 16

Description:CAPITAL CONVOY Amount:750

Form 990EZ Part I Line 16

Description:CHEF CLASS Amount:

Form 990EZ Part I Line 16

Description:COUNCIL ASSESSMENT Amount:750

Form 990EZ Part I Line 16

Description:CLASSROOM LAB FEES & SUPPLIES Amount:1467

Form 990EZ Part I Line 16

Description:COMMUNICATION/PRINTING Amount:

Form 990EZ Part I Line 16

Description:CHARACTER DEVELOPMENT Amount:9500

Form 990EZ Part I Line 16

Description:FIELD TRIPS Amount:4700

Form 990EZ Part I Line 16

Description:HONORARY SERVICE AWARDS Amount:1320

Form 990EZ Part I Line 16

Description:HOSPITALITY Amount:246

Form 990EZ Part I Line 16

Description:HSA LUNCHEON Amount:1589

Form 990EZ Part I Line 16

Description:INSURANCE Amount:272

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:2833

Form 990EZ Part I Line 16

Description:MEMBERSHIP DUES PAID TO COUNCIL Amount:3717

Form 990EZ Part I Line 16

Description:PARTNERS IN ART/AAYF Amount:994

Form 990EZ Part I Line 16

Description:PENINSULA EDUCATION FOUNDATION Amount:2500

Form 990EZ Part I Line 16

Description:PRINCIPAL/PRESIDENT MEETINGS Amount:48

Form 990EZ Part I Line 16

Description:RED RIBBON WEEK Amount:31

Form 990EZ Part I Line 16

Description:MATH CLUB Amount:764

Form 990EZ Part I Line 16

Description:LEGISLATION/MOCK ELECTION Amount:

Form 990EZ Part I Line 16

Description:SPECIAL PROJECTS GIFTING Amount:25744

Form 990EZ Part I Line 16

Description:STAFF APPRECIATION WEEK Amount:2286

Form 990EZ Part I Line 16

Description:REFLECTIONS Amount:263

Form 990EZ Part I Line 16

Description:ASSEMBLIES Amount:

Form 990EZ Part I Line 16

Description:TEACHER SUPPLIES Amount:1969

Form 990EZ Part I Line 16

Description:STAFF DEVELOPMENT Amount:900

Form 990EZ Part I Line 16

Description:TECHNOLOGY Amount:3528

Form 990EZ Part I Line 16

Description:YELLOW RIBBON WEEK Amount:

Form 990EZ Part I Line 16

Description:ALL PRO DADS Amount:366

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:1078

Form 990EZ Part I Line 16

Description:DISASTER AND SAFETY COMMITTED FUNDS Amount:

Form 990EZ Part I Line 16

Description:MERCHANDISE EXPENSE Amount:11793

Form 990EZ Part I Line 16

Description:PRESIDENT EXPENSES Amount:229

Form 990EZ Part I Line 16

Description:CAPITOL COMES TO CAMPUS Amount:

Form 990EZ Part I Line 16

Description:FILING FEES Amount:50

Form 990EZ Part I Line 16

Description:WEB/PBIS Amount:750

Form 990EZ Part I Line 16

Description:DIRECTORY EXPENSE Amount:450

Form 990EZ Part I Line 16

Description:HISTORIAN Amount:60

Raw XML Appendix336 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/OfficerDirectorTrusteeEmplGrp/PersonNm0STEFANI TURNER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JENNY HANDJIAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2NONE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3TIFFNEY TOWNLEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4NONE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5JULIE HICKMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6NONE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7DINA SIMONSEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8EVA SUE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9NONE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10ELIZABETH BESHEAR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11AMY FRIEDMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm12JULIE MANTH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm13CATHERINE XIAO
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm16NONE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm17DAWN WYNNE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm18NONE
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
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt12TREASURER
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt15RECORDING SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt16PARLIAMENTARIAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt17HISTORIAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt18CORRESPONDING SECRETARY
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt086195
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt071623
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt098688
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0123952
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0473816
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description:BACK TO SCHOOL LUNCHEON Amount:958
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description:BOARD EXPENSES Amount:
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Description:BANK FEES Amount:29
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Description:GARDEN PROGRAM Amount:7200
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Description:CAPITAL CONVOY Amount:750
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Description:CHEF CLASS Amount:
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Description:COUNCIL ASSESSMENT Amount:750
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Description:CLASSROOM LAB FEES & SUPPLIES Amount:1467
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Description:COMMUNICATION/PRINTING Amount:
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Description:CHARACTER DEVELOPMENT Amount:9500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Description:FIELD TRIPS Amount:4700
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Description:HONORARY SERVICE AWARDS Amount:1320
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Description:HOSPITALITY Amount:246
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Description:HSA LUNCHEON Amount:1589
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14Description:INSURANCE Amount:272
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15Description:JUVENILE DIVERSION/FOUNDERS DAY Amount:25
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16Description:LIBRARY COMMITTED FUNDS Amount:
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17Description:MEMBERPLANET FEES Amount:2833
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt18Description:MEMBERSHIP DUES PAID TO COUNCIL Amount:3717
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt19Description:PARTNERS IN ART/AAYF Amount:994
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt20Description:PENINSULA EDUCATION FOUNDATION Amount:2500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt21Description:PRINCIPAL/PRESIDENT MEETINGS Amount:48
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt22Description:RED RIBBON WEEK Amount:31
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt23Description:MATH CLUB Amount:764
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt24Description:LEGISLATION/MOCK ELECTION Amount:
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt25Description:SPECIAL PROJECTS GIFTING Amount:25744
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt26Description:STAFF APPRECIATION WEEK Amount:2286
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt27Description:REFLECTIONS Amount:263
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt28Description:ASSEMBLIES Amount:
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt29Description:TEACHER SUPPLIES Amount:1969
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt30Description:STAFF DEVELOPMENT Amount:900
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt31Description:TECHNOLOGY Amount:3528
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt32Description:YELLOW RIBBON WEEK Amount:
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt33Description:ALL PRO DADS Amount:366
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt34Description:PTAEZ EXPENSE/MEMBERPLANET ANNUAL FEE Amount:359
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt35Description:STATE CONVENTION Amount:
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt36Description:WINTER LUNCHEON Amount:1078
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt37Description:DISASTER AND SAFETY COMMITTED FUNDS Amount:
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt38Description:MERCHANDISE EXPENSE Amount:11793
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt39Description:PRESIDENT EXPENSES Amount:229
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt40Description:CAPITOL COMES TO CAMPUS Amount:
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt41Description:FILING FEES Amount:50
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt42Description:WEB/PBIS Amount:750
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt43Description:DIRECTORY EXPENSE Amount:450
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt44Description:HISTORIAN Amount:60
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Julie Manth
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02133007464
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PALOS VERDES INTERMEDIATE 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/ReturnTs02023-11-15T22:39:26-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Julie
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Manth
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

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