Civic Intelligence

Whittier Elementary PTO

EIN 33-0551019 • 501(c)3 • Hemet, CA

Pub. 78 Eligible990-N Coverage

Profile

Educational programs for students and parents.

400 W Whittier AveHemet, CA 92543

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

40th percentile

-2.6%

Higher net margin than 40% of similar nonprofits.

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

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

40th percentile

-8.4%

Faster asset growth than 40% of similar nonprofits.

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

Revenue Growth

38th percentile

-12%

Faster revenue growth than 38% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$9,355

Down $861 (-8.4%) from 2015

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$9,355

Down $861 (-8.4%) from 2015

Operations
Liabilities / RevenueScore unavailableNet Margin40th percentile

Revenue

Down

$33,127

Down $4,382 (-12%) from 2015

Expenses

Down

$33,988

Down $4,936 (-13%) from 2015

Net Income

Up

-$861

Up $554 (+39%) from 2015

Trend Graphs

Balance Sheet Trend

Asset Growth40th percentile

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

$15K$10K$5.0K$0Assets 2011: $11,833Net Assets 2011: $11,8332011Assets 2012: $3,285Net Assets 2012: $3,2852012Assets 2013: $10,825Net Assets 2013: $10,8252013Assets 2014: $11,631Net Assets 2014: $11,6312014Assets 2015: $10,216Net Assets 2015: $10,2162015Assets 2016: $9,355Net Assets 2016: $9,3552016

Highlighted filing

2016

Assets$9,355
Liabilities-
Net Assets$9,355
Open 2016 Filing

Operations Trend

Revenue Growth38th percentile

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

$60K$40K$20K$0-$20K-$40KRevenue 2011: $21,937Expenses 2011: $44,530Net Income 2011: -$22,5932011Revenue 2012: $20,095Expenses 2012: $28,643Net Income 2012: -$8,5482012Revenue 2013: $39,224Expenses 2013: $31,684Net Income 2013: $7,5402013Revenue 2014: $31,699Expenses 2014: $30,893Net Income 2014: $8062014Revenue 2015: $37,509Expenses 2015: $38,924Net Income 2015: -$1,4152015Revenue 2016: $33,127Expenses 2016: $33,988Net Income 2016: -$8612016

Highlighted filing

2016

Revenue$33,127
Expenses$33,988
Net Income-$861
Open 2016 Filing

Filings

Most recent year

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

Open filing
Assets
$9,355
Liabilities
-
Net assets
$9,355
Revenue
$33,127
Expenses
$33,988
Net income
-$861
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2016Detailed filing. Detailed filing data is available for this year.$9.36$9.36$33.1$34.0$0.86
2015Detailed filing. Detailed filing data is available for this year.$10.2$10.2$37.5$38.9$1.42
2014Detailed filing. Detailed filing data is available for this year.$11.6$11.6$31.7$30.9$0.81
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.8$10.8$39.2$31.7$7.54
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.29$3.29$20.1$28.6$8.55
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$11.8$11.8$21.9$44.5$22.6
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Feb 13, 2017
Return Version
2015v3.0
Gross Receipts
$41,935
Mission and Program Overview

Mission

Educational programs for students and parents.

Program Services

DescriptionGrantsExpenses
Provide educational activites, programs for students. Provide education related programs for parents Purchase supplies, books and equipment for classrooms and school. Award programs for student achievements and attendance. Approx. 1,050 students.$32,670-
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Sonia GarciaPresidentPT$0--
Melissa YoungTreasurerPT$0--
Joy IsraelsonSecretary-$0--
Kellee PackhamVice President-$0--
Tammy GriffisVice President-$0--
Tonia BramhallFinancial Sec.-$0--
Filing and Contact Details

Filer

Filer Name
Whittier Elementary PTO
EIN
33-0551019
Phone
9517651650
Address
400 W Whittier Ave, Hemet, CA 92543

Signing Officer

Name
Adelicia Storm
Title
President
Signed
2017-02-13
Discuss with paid preparer
Yes

Preparer

Firm
Cox Valdez Silbermann Cicchillo & Associates
Address
805 E Florida Ave, Hemet, CA 92543
Preparer
Darlene a Valdez-waters
Phone
9519292377
Supplemental Narrative

Additional Explanations

Other Expenses.1002

“Office Expenses $606”

Other Expenses.1012

“Insurance $427”

Other Expenses.1

“Grade level - stdt progs $23744”

Other Expenses.2

“Yearbook Program $2851”

Other Expenses.3

“Otter Pops-awards program $1437”

Other Expenses.4

“Carnivel student program $1283”

Other Expenses.5

“Student Awards-Stdt program $885”

Other Expenses.6

“Winter Wonderland Program $691”

Other Expenses.7

“spring dance $434”

Other Expenses.8

“Childcare at meeting $360”

Other Expenses.9

“Hospitality prnt/teacher mtgs $333”

Other Expenses.10

“Box tops/penny/mbsh incentives $265”

Other Expenses.11

“Fun Run student program $195”

Other Expenses.12

“Red Ribbon Program $88”

Other Expenses.13

“posada $68”

Other Expenses.14

“Bank Charges $36”

Raw XML Appendix185 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/BooksInCareOfDetail/PhoneNum09517651650
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0440 W Whittier Ave
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Hemet
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092543
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt010216
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt09355
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt03269
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-861
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0285
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt010216
IRS990EZ/Form990TotalAssetsGrp/EOYAmt09355
IRS990EZ/FundraisingGrossIncomeAmt014403
IRS990EZ/GrossReceiptsAmt041935
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt010216
IRS990EZ/NetAssetsOrFundBalancesEOYAmt09355
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt010216
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt09355
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt015.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt40.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt52.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Sonia Garcia
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Melissa Young
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Joy Israelson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Kellee Packham
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Tammy Griffis
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Tonia Bramhall
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Financial Sec.
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt033703
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Educational programs for students and parents.
IRS990EZ/ProgramServiceRevenueAmt024263
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Provide educational activites, programs for students. Provide education related programs for parents Purchase supplies, books and equipment for classrooms and school. Award programs for student achievements and attendance. Approx. 1,050 students.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt032670
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt08808
IRS990EZ/SpecialEventsNetIncomeLossAmt05595
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt033988
IRS990EZ/TotalProgramServiceExpensesAmt032670
IRS990EZ/TotalRevenueAmt033127
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt03269
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt04111
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt04903
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt02474
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt03890
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt018647
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt038666
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt049787
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt050815
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt051323
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt036523
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0227114
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0245761
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt041935
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt053898
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt055718
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt053797
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt040413
IRS990ScheduleA/Total509Grp/TotalAmt0245761
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt041935
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt053898
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt055718
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt053797
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt040413
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0245761
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $606
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Insurance $427
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Grade level - stdt progs $23744
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Yearbook Program $2851
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Otter Pops-awards program $1437
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Carnivel student program $1283
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Student Awards-Stdt program $885
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Winter Wonderland Program $691
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8spring dance $434
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Childcare at meeting $360
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Hospitality prnt/teacher mtgs $333
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Box tops/penny/mbsh incentives $265
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Fun Run student program $195
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Red Ribbon Program $88
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14posada $68
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15Bank Charges $36
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Expenses.10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Other Expenses.11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Other Expenses.12
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Other Expenses.13
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Other Expenses.14
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Adelicia Storm
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-02-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Whittier Elementary PTO
ReturnHeader/Filer/BusinessNameControlTxt0WHIT
ReturnHeader/Filer/EIN0330551019
ReturnHeader/Filer/PhoneNum09517651650
ReturnHeader/Filer/USAddress/AddressLine1Txt0400 W Whittier Ave
ReturnHeader/Filer/USAddress/CityNm0Hemet
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092543
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Cox Valdez Silbermann Cicchillo & Associates
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0805 E Florida Ave
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Hemet
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092543
ReturnHeader/PreparerPersonGrp/PhoneNum09519292377
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DARLENE A VALDEZ-WATERS
ReturnHeader/ReturnTs02017-02-13T12:33:06-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

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