Civic Intelligence

Whittier Elementary PTO

990EZ • Fiscal year 2014 • EIN 33-0551019

Jul 01, 2013 to Jun 30, 2014 • Filed on Feb 11, 2015

Organization ProfileN/A
400 W Whittier Ave92543

(951) 765-1650

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2014

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2014

Net Margin

49th percentile

2.5%

Higher net margin than 49% of similar nonprofits.

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

Top Officer Pay

82nd percentile

$0

Higher top officer pay than 82% of similar nonprofits.

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

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

Asset Growth

59th percentile

7.4%

Faster asset growth than 59% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

23rd percentile

-19%

Faster revenue growth than 23% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$11,631

Up $806 (+7.4%) from 2013

Net Assets

Up

$11,631

Up $806 (+7.4%) from 2013

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin49th percentile

Revenue

Down

$31,699

Down $7,525 (-19%) from 2013

Expenses

Down

$30,893

Down $791 (-2.5%) from 2013

Net Income

Down

$806

Down $6,734 (-89%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth59th percentile

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

$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

2014

Assets$11,631
Liabilities-
Net Assets$11,631
Open 2014 Filing

Operations Trend

Revenue Growth23rd percentile

Revenue, expenses, and net income across loaded years, with this 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

2014

Revenue$31,699
Expenses$30,893
Net Income$806
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Feb 11, 2015
Return Version
2013v4.0
Gross Receipts
$55,719
Mission and Program Overview

Mission

Educational programs for students and parents.

Program Services

DescriptionGrantsExpenses
Provide educational activites, programs and field trips 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. 1,110 students.$29,755-
Compensation and Service Providers
Top Officer Pay82nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Adelica StormPresidentPT$0--
Melissa YoungTreasurer-$0--
Jennifer BradshawSecretary-$0--
Kellee PackhamAuditor-$0--
Tonia BramhallFinancial Sec.-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$29,862$29,862$24,020$5,842
Total Events$29,862$29,862$24,020$5,842
Filing and Contact Details

Filer

EIN
33-0551019
Phone
9517651650

Signing Officer

Name
Adelicia Storm
Title
President
Signed
2015-02-11
Discuss with paid preparer
Yes

Preparer

Preparer
Darlene A Valdez-Waters
Phone
9519292377
Supplemental Narrative

Additional Explanations

Other Expenses.1012

“Insurance $466”

Other Expenses.1

“Grade level - stdt progs $20499”

Other Expenses.2

“Yearbook Program $4147”

Other Expenses.3

“Student Awards-Stdt program $863”

Other Expenses.4

“Otter Pops-awards program $801”

Other Expenses.5

“Carnivel student program $709”

Other Expenses.6

“Back to School Night - Prnt&St $635”

Other Expenses.7

“Spring Dance $500”

Other Expenses.8

“Hospitality prnt/teacher mtgs $452”

Other Expenses.9

“Winter Wonderland Program $444”

Other Expenses.10

“Fun Run student program $351”

Other Expenses.11

“Childcare at meeting $330”

Other Expenses.12

“Mbrshp/Box tops/PennyDr incen $215”

Other Expenses.13

“Red Ribbon Program $139”

Other Expenses.14

“Bank Charges $33”

Raw XML Appendix188 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/BooksInCareOfDetail/USAddress/ZIPCode092543
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Adelica Storm
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Melissa Young
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Jennifer Bradshaw
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Kellee Packham
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Tonia Bramhall
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Auditor
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Financial Sec.
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt030584
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Educational programs for students and parents.
IRS990EZ/ProgramServiceRevenueAmt020954
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Provide educational activites, programs and field trips 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. 1,110 students.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt029755
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt024020
IRS990EZ/SpecialEventsNetIncomeLossAmt05842
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt030893
IRS990EZ/TotalProgramServiceExpensesAmt029755
IRS990EZ/TotalRevenueAmt031699
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt04903
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt02474
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt03890
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt02466
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt01825
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt015558
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt050815
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt051323
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt036523
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt046244
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0224150
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0239708
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt055718
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt053797
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt040413
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt041711
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt048069
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt055718
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt048069
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0239708
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt024020
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt029862
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt029862
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt029862
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt029862
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent1Amt0Four seperate fundraisers
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt05842
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt024020
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt024020
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Insurance $466
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Grade level - stdt progs $20499
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Yearbook Program $4147
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Student Awards-Stdt program $863
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Otter Pops-awards program $801
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Carnivel student program $709
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Back to School Night - Prnt&St $635
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Spring Dance $500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Hospitality prnt/teacher mtgs $452
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Winter Wonderland Program $444
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Fun Run student program $351
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Childcare at meeting $330
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Mbrshp/Box tops/PennyDr incen $215
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Red Ribbon Program $139
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14Bank Charges $33
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Expenses.11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Other Expenses.12
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Other Expenses.13
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Other Expenses.14
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Adelicia Storm
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-02-11
ReturnHeader/Filer/BusinessName/BusinessNameLine10Whittier Elementary PTO
ReturnHeader/Filer/BusinessNameControlTxt0WHIT
ReturnHeader/Filer/EIN0330551019
ReturnHeader/Filer/PhoneNum09517651650
ReturnHeader/Filer/USAddress/AddressLine10400 W Whittier Ave
ReturnHeader/Filer/USAddress/City0Hemet
ReturnHeader/Filer/USAddress/State0CA
ReturnHeader/Filer/USAddress/ZIPCode092543
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10Cox Valdez & Silbermann CPAs
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10805 E Florida
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0Hemet
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode092543
ReturnHeader/PreparerPersonGrp/PhoneNum09519292377
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Darlene A Valdez-Waters
ReturnHeader/ReturnTs02015-02-11T16:12:19-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$11,631
Liabilities
-
Net assets
$11,631
Revenue
$31,699
Expenses
$30,893
Net income
$806
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