Civic Intelligence

Solana Santa Fe Parent Teacher Organization

EIN 33-0569856 • 501(c)3 • Rancho Santa Fe, CA

Profile

To provide service support to Solana Santa Fe Elementary School through grants for teachers and instructional aides for science, art, physical education, computer instruction, and guidance counselors.

PO Box 8940Rancho Santa Fe, CA 92067

www.sbsd.k12.ca.us/ssf

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

60th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

62nd percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

67th percentile

13%

Higher net margin than 67% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

70th percentile

13%

Faster asset growth than 70% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

76th percentile

28%

Faster revenue growth than 76% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Assets

Up

$346,008

Up $39,398 (+13%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$346,008

Up $39,398 (+13%) from 2023

Revenue

Up

$308,200

Up $67,751 (+28%) from 2023

Expenses

Up

$268,418

Up $57,673 (+27%) from 2023

Net Income

Up

$39,782

Up $10,078 (+34%) from 2023

Trend Graphs

Balance Sheet Trend

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

$400K$300K$200K$100K$0Assets 2012: $149,612Liabilities 2012: $0Net Assets 2012: $149,6122012Assets 2014: $174,431Liabilities 2014: $0Net Assets 2014: $174,4312014Assets 2015: $174,650Liabilities 2015: $0Net Assets 2015: $174,6502015Assets 2016: $216,765Liabilities 2016: $0Net Assets 2016: $216,7652016Assets 2017: $254,323Liabilities 2017: $0Net Assets 2017: $254,3232017Assets 2018: $267,359Liabilities 2018: $0Net Assets 2018: $267,3592018Assets 2019: $267,817Liabilities 2019: $0Net Assets 2019: $267,8172019Assets 2020: $324,088Liabilities 2020: $0Net Assets 2020: $324,0882020Assets 2021: $262,446Liabilities 2021: $0Net Assets 2021: $262,4462021Assets 2022: $276,906Liabilities 2022: $0Net Assets 2022: $276,9062022Assets 2023: $306,610Liabilities 2023: $0Net Assets 2023: $306,6102023Assets 2024: $346,008Liabilities 2024: $0Net Assets 2024: $346,0082024

Highlighted filing

2024

Assets$346,008
Liabilities$0
Net Assets$346,008

Operations Trend

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

$400K$300K$200K$100K$0-$100KExpenses 2012: $203,7042012Revenue 2014: $262,810Expenses 2014: $236,554Net Income 2014: $26,2562014Revenue 2015: $288,613Expenses 2015: $288,394Net Income 2015: $2192015Revenue 2016: $252,523Expenses 2016: $210,408Net Income 2016: $42,1152016Revenue 2017: $253,562Expenses 2017: $216,004Net Income 2017: $37,5582017Revenue 2018: $232,131Expenses 2018: $219,095Net Income 2018: $13,0362018Revenue 2019: $199,391Expenses 2019: $198,933Net Income 2019: $4582019Revenue 2020: $218,829Expenses 2020: $162,558Net Income 2020: $56,2712020Revenue 2021: $15,310Expenses 2021: $76,952Net Income 2021: -$61,6422021Revenue 2022: $206,632Expenses 2022: $192,172Net Income 2022: $14,4602022Revenue 2023: $240,449Expenses 2023: $210,745Net Income 2023: $29,7042023Revenue 2024: $308,200Expenses 2024: $268,418Net Income 2024: $39,7822024

Highlighted filing

2024

Revenue$308,200
Expenses$268,418
Net Income$39,782

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 6, 2025
Return Version
2023v6.0
Gross Receipts
$319,641
Mission and Program Overview

Mission

To provide service support to Solana Santa Fe Elementary School through grants for teachers and instructional aides for science, art, physical education, computer instruction, and guidance counselors.

To provide support to solana santa fe elementary school through grants and program aid.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$291,593$298,930▲ $7,337
Cash and Non-Interest-Bearing Accounts$15,017$47,078▲ $32,061
Total Assets$306,610$346,008▲ $39,398
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$306,610$346,008▲ $39,398
Total Net Assets Fund Balance$306,610$346,008▲ $39,398
Total Liabilities and Net Assets / Fund Balance$306,610$346,008▲ $39,398
Compensation and Service Providers

Board Members and Trustees

NameTitle
Kate AfsharPresident
Eileen Searle1st Grade Rep.
Neda Afshar3rd/6th Grade Rep.
Tami Katousian4th Grade Rep.
Anna Larsson5th Grade Rep.
Nicole DefazioGrade K Rep.
Frank KephartParliamentarian/6th Grade Rep
Maria HolgerssonSecretary/2nd Grade Rep.
Alison HabegerTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$304,740
Program Service Revenue
$0
Investment Income
$7,347
Other Revenue
$-3,887
All Other Contributions
$17,569
Change in Net Assets
$39,782
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$211,662
Other Expenses$56,756
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$201,162--$201,162
Conferences and Meetings$31,697--$31,697
Fees for Services Other$18,894--$18,894
Grants to Domestic Individuals$10,500--$10,500
Fees for Services Accounting-$2,181-$2,181
Insurance-$1,748-$1,748
Information Technology-$1,412-$1,412
Travel$525--$525
Office Expenses-$299-$299
Total Functional Expenses$262,778$5,640$0$268,418
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Solana Beach School DistrictSolana Beach, CA-Personnel & Instructional Supplies$201,162
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$10,914
Fundraising Gross Income$0
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 7A

Per the pto's governing documents, the members meet at least annually and elect the board of officers. In addition, amendments to the governing documents must be approved by the membership.

Form 990, Part VI, Section B, Line 11B

A draft copy of form 990 is distributed to the full board via email prior to finalization.

Form 990, Part VI, Section C, Line 19

The pto makes financial reports available for public disclosure in conformance with the california nonprofit integrity act and irs regulations.

Filing and Contact Details

Filer

Filer Name
Solana Santa Fe
EIN
33-0569856
Phone
8587944700
Address
PO BOX 8940, RANCHO SANTA FE, CA 92067

Signing Officer

Name
Alison Habeger
Title
Treasurer
Phone
8587944700
Signed
2025-05-06
Discuss with paid preparer
Yes

Organization Details

Formed
1995
Legal Domicile
CA
Voting Board Members
9
Independent Board Members
9
Employees
0
Volunteers
35

Preparer

Firm
Christy White Associates
Address
348 OLIVE STREET, SAN DIEGO, CA 92103
Preparer
Marcy Kearney
Phone
6192708222
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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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IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0PERSONNEL & INSTRUCTIONAL SUPPLIES
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IRS990ScheduleI/RecipientTable/RecipientEIN0956002967
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IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE BOARD PRESIDENT AND TREASURER APPROVE ALL DISBURSEMENTS, INCLUDING ALL GRANTS.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PER THE PTO'S GOVERNING DOCUMENTS, THE MEMBERS MEET AT LEAST ANNUALLY AND ELECT THE BOARD OF OFFICERS. IN ADDITION, AMENDMENTS TO THE GOVERNING DOCUMENTS MUST BE APPROVED BY THE MEMBERSHIP.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1A DRAFT COPY OF FORM 990 IS DISTRIBUTED TO THE FULL BOARD VIA EMAIL PRIOR TO FINALIZATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE PTO MAKES FINANCIAL REPORTS AVAILABLE FOR PUBLIC DISCLOSURE IN CONFORMANCE WITH THE CALIFORNIA NONPROFIT INTEGRITY ACT AND IRS REGULATIONS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd01
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd1N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0SOLANA BEACH SCHOOL DISTRICT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1SOLANA BEACH SCHOOLS FOUNDATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0956002967
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1330206854
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0PUBLIC SCHOOL DISTRICT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1SUPPORT SCHOOL DISTRICT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0LINE 7
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0309 N RIOS AVE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt1309 N RIOS AVE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0SOLANA BEACH
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1SOLANA BEACH
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd1CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd092075
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd192075
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd01
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd01
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt0201162
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0CASH
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0SOLANA BEACH SCHOOL DISTRICT
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0B
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0306610
IRS990/TotalAssetsEOYAmt0346008
IRS990/TotalAssetsGrp/BOYAmt0306610
IRS990/TotalAssetsGrp/EOYAmt0346008
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0304740
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt05640
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0262778
IRS990/TotalFunctionalExpensesGrp/TotalAmt0268418
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0306610
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0346008
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0262778
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0-3567
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt07027
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0308200
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt035
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0306610
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0346008
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ProgramServicesAmt0525
IRS990/TravelGrp/TotalAmt0525
IRS990/TrnsfrExmptNonChrtblRltdOrgInd01
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 8940
IRS990/USAddress/CityNm0RANCHO SANTA FE
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd092067
IRS990/VotingMembersGoverningBodyCnt09
IRS990/VotingMembersIndependentCnt09
IRS990/WebsiteAddressTxt0WWW.SBSD.K12.CA.US/DOMAIN/442
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ALISON HABEGER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08587944700
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SOLANA SANTA FE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0PARENT SUPPORT GROUP
ReturnHeader/Filer/BusinessNameControlTxt0SOLA
ReturnHeader/Filer/EIN0330569856
ReturnHeader/Filer/PhoneNum08587944700
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 8940
ReturnHeader/Filer/USAddress/CityNm0RANCHO SANTA FE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092067
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0272956198
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CHRISTY WHITE ASSOCIATES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0348 OLIVE STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN DIEGO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092103
ReturnHeader/PreparerPersonGrp/PhoneNum06192708222
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARCY KEARNEY

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