Civic Intelligence

Ivey Ranch Parent Teacher Organization

990EZ • Fiscal year 2018 • EIN 33-0652384

Aug 01, 2017 to Jul 31, 2018 • Filed on Jun 13, 2019

PO Box 5686Oceanside, CA 92052

(760) 419-6530

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 2018

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2018

Net Margin

51st percentile

3.7%

Higher net margin than 51% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

61st percentile

8.6%

Faster asset growth than 61% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

67th percentile

14%

Faster revenue growth than 67% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Up

$57,799

Up $4,588 (+8.6%) from 2017

Net Assets

Up

$57,799

Up $4,588 (+8.6%) from 2017

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$122,445

Up $15,454 (+14%) from 2017

Expenses

Up

$117,857

Up $17,470 (+17%) from 2017

Net Income

Down

$4,588

Down $2,016 (-31%) from 2017

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2017: $53,211Net Assets 2017: $53,2112017Assets 2018: $57,799Net Assets 2018: $57,7992018Assets 2019: $65,918Net Assets 2019: $65,9182019Assets 2020: $79,386Net Assets 2020: $79,3862020Assets 2021: $72,078Net Assets 2021: $72,0782021Assets 2022: $106,463Net Assets 2022: $106,4632022Assets 2024: $261,889Liabilities 2024: $0Net Assets 2024: $261,8892024Assets 2025: $209,444Liabilities 2025: $0Net Assets 2025: $209,4442025

Highlighted filing

2018

Assets$57,799
Liabilities-
Net Assets$57,799

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$200K$150K$100K$50K$0-$50KRevenue 2017: $106,991Expenses 2017: $100,387Net Income 2017: $6,6042017Revenue 2018: $122,445Expenses 2018: $117,857Net Income 2018: $4,5882018Revenue 2019: $189,560Expenses 2019: $181,441Net Income 2019: $8,1192019Revenue 2020: $84,806Expenses 2020: $71,338Net Income 2020: $13,4682020Revenue 2021: $326Expenses 2021: $7,634Net Income 2021: -$7,3082021Revenue 2022: $55,195Expenses 2022: $20,810Net Income 2022: $34,3852022Revenue 2024: $60,500Expenses 2024: $5,625Net Income 2024: $54,8752024Revenue 2025: $70,537Expenses 2025: $59,968Net Income 2025: $10,5692025

Highlighted filing

2018

Revenue$122,445
Expenses$117,857
Net Income$4,588
Jump To
Filing Snapshot
Filing Period
Aug 1, 2017 to Jul 31, 2018
Signed
Jun 13, 2019
Return Version
2017v2.2
Gross Receipts
$140,168
Mission and Program Overview

Mission

provide support to teachers an student classroom supplies to help provide a quality education

Program Services

DescriptionGrantsExpenses
Classroom Support for education materials and supplies for student enrichment activities$92,000-
Donations to Ivey Ranch Elementary for Student Technology, Supplies, Equipment, Gardening, Playground and teacher Appreciation$36,377-
student Family Events, Star of the Week, Running Club, Chess Club$8,761-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jessica CharvatPresidentPT$0--
Cathy ArchuletaCo-VP FundraisiPT$0--
Jordyn IbarraVP EventsPT$0--
Kristin AbbottVP Educ SrvcsPT$0--
Kathleen PlemelCo-TreasurerPT$0--
Kristy HeardVP FundraisingPT$0--
Amy ChristmanVP Educ SrvcsPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fun Run$16,420$16,420-$16,420
Various Fundraisers$9,008$9,008-$9,008
Total Events$25,428$25,428-$25,428
Filing and Contact Details

Filer

Filer Name
Ivey Ranch Elementary PTO
EIN
33-0652384
Phone
7604196530
Address
PO Box 5686, Oceanside, CA 92052

Signing Officer

Name
Kathleen Plemel
Title
Treasurer
Signed
2019-06-13
Discuss with paid preparer
Yes

Preparer

Firm
DePauw Johnson Inc
Address
400 S Melrose Dr Ste 207, Vista, CA 92081-6632
Preparer
Michael Lund EA
Phone
7609411763
Supplemental Narrative

Additional Explanations

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

| Donee's Name: Ivey Ranch Elementary School | Donee's Address: 4275 Via Rancho Rd Oceanside CA 92057 | Cash Amount Given: $92000

Other Expenses.1003

Information Technology $16066

Other Expenses.1012

Insurance $569

Other Expenses.1

Outdoor supplies/playground $3706

Other Expenses.2

Teacher Appreciation $3246

Other Expenses.3

Supplies $1151

Other Expenses.4

Office Supplies $826

Other Expenses.5

Meals and Entertainment $293

Other Assets.1010

Inventories - Beginning $4532 Inventories - Ending $2025

Raw XML Appendix186 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/OfficerDirectorTrusteeEmplGrp/PersonNm6Amy Christman
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IRS990EZ/OperateHospitalInd0false
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IRS990EZ/OrganizationHadUBIInd0false
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IRS990EZ/OtherExpensesTotalAmt025857
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1student Family Events, Star of the Week, Running Club, Chess Club
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Donations to Ivey Ranch Elementary for Student Technology, Supplies, Equipment, Gardening, Playground and teacher Appreciation
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt092000
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IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt236377
IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
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IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd0false
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0The supported Organization is a public elementary school. While School officials do not participate or influence election of officers, all funds spent by the organization are at the direction and discretion of the supported organization.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Part IV, Section B, Line 1: Explanation Of How Supported Orgs. Managed Actvities
IRS990ScheduleA/OtherSupportSumAmt00
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IRS990ScheduleA/SupportingOrganization509a3Ind0X
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IRS990ScheduleA/SupportSumAmt092000
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Fun Run
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Donee's Name: Ivey Ranch Elementary School | Donee's Address: 4275 Via Rancho Rd Oceanside CA 92057 | Cash Amount Given: $92000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Information Technology $16066
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Insurance $569
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Outdoor supplies/playground $3706
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Teacher Appreciation $3246
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Supplies $1151
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Office Supplies $826
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Meals and Entertainment $293
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Inventories - Beginning $4532 Inventories - Ending $2025
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1003
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ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Kathleen Plemel
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-06-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Ivey Ranch Elementary PTO
ReturnHeader/Filer/BusinessNameControlTxt0IVEY
ReturnHeader/Filer/EIN0330652384
ReturnHeader/Filer/PhoneNum07604196530
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 5686
ReturnHeader/Filer/USAddress/CityNm0Oceanside
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092052
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0261532986
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DePauw Johnson Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0400 S Melrose Dr Ste 207
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Vista
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0920816632
ReturnHeader/PreparerPersonGrp/PhoneNum07609411763
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Michael Lund EA
ReturnHeader/ReturnTs02019-06-13T12:13:49-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-08-01
ReturnHeader/TaxPeriodEndDt02018-07-31
ReturnHeader/TaxYr02017

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Filings