Civic Intelligence

Barnett Elementary PTA

EIN 33-0531064 • 501(c)3 • Ramona, CA

Profile

To provide suport to students and staff in order to enrich the students' learning enviroment.

23925 Couna WayRamona, CA 92065

barnett.nebo.edu/PTA

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 2019

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2019

Net Margin

40th percentile

-2.4%

Higher net margin than 40% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

42nd percentile

-6.6%

Faster asset growth than 42% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

74th percentile

23%

Faster revenue growth than 74% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Assets

Down

$9,815

Down $694 (-6.6%) from 2018

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$9,815

Down $694 (-6.6%) from 2018

Revenue

Up

$29,269

Up $5,427 (+23%) from 2018

Expenses

Down

$29,963

Down $1,726 (-5.4%) from 2018

Net Income

Up

-$694

Up $7,153 (+91%) from 2018

Trend Graphs

Balance Sheet Trend

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

$15K$10K$5.0K$0Assets 2018: $10,509Net Assets 2018: $10,5092018Assets 2019: $9,815Net Assets 2019: $9,8152019

Highlighted filing

2019

Assets$9,815
Liabilities-
Net Assets$9,815

Operations Trend

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

$40K$30K$20K$10K$0-$10KRevenue 2018: $23,842Expenses 2018: $31,689Net Income 2018: -$7,8472018Revenue 2019: $29,269Expenses 2019: $29,963Net Income 2019: -$6942019

Highlighted filing

2019

Revenue$29,269
Expenses$29,963
Net Income-$694

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Nov 12, 2019
Return Version
2018v3.1
Gross Receipts
$88,870
Mission and Program Overview

Mission

To provide suport to students and staff in order to enrich the students' learning enviroment.

Program Services

DescriptionGrantsExpenses
ACADEMIC SUPPORT PROVDIED TO SCHOOL THROUGH FIELD TRIPS, ENRICHMENT, AND EDUCATION PROGRAMS.$9,474$18,232
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
LINDA MARTHISPrincipalFT$0--
ANN PATTERSONPresidentPT$0--
KRISTEN TRIPOLIExecutive VPPT$0--
DEBORAH STOKESVP VolunteersPT$0--
EMILY WHIGHAMVP MembershipPT$0--
JAMIE MCGILVRAYVP MembershipPT$0--
ELISSA GIBSONVP ProgramsPT$0--
DENISE HAZLITTVP Ways & MeansPT$0--
PRISCILLA HOGREWETreasurerPT$0--
SHARON FERGUSONSecretaryPT$0--
CAROLINE WESSELAuditorPT$0--
BREE FOSTERHistorianPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Scrip$40,362$40,362$50,490$-10,128
Fall Fundraiser$21,184$21,184-$21,184
Total Events$74,633$74,633$54,479$20,154
Filing and Contact Details

Filer

Filer Name
Barnett Elementary Pta
EIN
33-0531064
Phone
7607873500
Address
23925 COUNA WAY, RAMONA, CA 92065

Signing Officer

Name
Kristin Eschenbaum
Title
Treasurer
Signed
2019-11-12
Discuss with paid preparer
Yes

Preparer

Firm
Standard Tax Services
Address
9550 CUYAMACA ST STE 104, SANTEE, CA 92071-2688
Preparer
Buffy Mesa Ea
Phone
6194049202
Supplemental Narrative

Additional Explanations

Grants and Similar Amounts Paid In Excess of $5,000.1

Class of Activity: EDUCATION | Donee's Name: BARNETT ELEMENTARY | Donee's Address: 23925 COUNA WAY RAMONA CA 92065 | Relationship of Donee: REPRESENTED SCHOOL | Cash Amount Given: $16586

Other Expenses.1002

Office Expenses $724

Other Expenses.1007

Conferences, Conventions, and Meetings $200

Other Expenses.1012

Insurance $232

Other Expenses.1

ASSEMBLY EXPENSES $1447

Other Expenses.2

RUNNING CLUB $907

Other Expenses.3

STAFF APPRECIATION $840

Other Expenses.4

Father daughter event $603

Other Expenses.5

SCRIP INCENTIVE $567

Other Expenses.6

ART CLUB $520

Other Expenses.7

MUSICAL PERFORMANCE $504

Other Expenses.8

FAMILY NIGHT $477

Other Expenses.9

HOSPITALITY $424

Other Expenses.10

MOTHER SON EVENT $375

Other Expenses.11

Turn off the tv week $323

Other Expenses.12

Sixth grade promotion $304

Other Expenses.13

Volunteer recognition $250

Other Expenses.14

USED BOOK STORE $193

Other Expenses.15

Membership promotion $184

Other Expenses.16

RED RIBBON WEEK $171

Other Expenses.17

Founder's day expenses $125

Other Expenses.18

EMERGING LEADERS $99

Other Expenses.19

BOOHOO TEA $76

Other Expenses.20

Box tops class prizes $67

Other Expenses.21

HISTORIAN SUPPLIES $50

Other Expenses.22

BULLETIN BOARDS $44

Other Expenses.23

Reflections art program $22

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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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