Civic Intelligence

Ivey Ranch Parent Teacher Organization

990EZ • Fiscal year 2019 • EIN 33-0652384

Aug 01, 2018 to Jul 31, 2019 • Filed on Jan 30, 2020

Organization ProfileN/A
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 2019

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2019

Net Margin

53rd percentile

4.3%

Higher net margin than 53% of similar nonprofits.

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

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2019

Asset Growth

64th percentile

11%

Faster asset growth than 64% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2019

Revenue Growth

81st percentile

33%

Faster revenue growth than 81% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2019

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$65,918

Up $12,707 (+24%) from 2017

Net Assets

Up

$65,918

Up $12,707 (+24%) from 2017

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin53rd percentile

Revenue

Up

$189,560

Up $82,569 (+77%) from 2017

Expenses

Up

$181,441

Up $81,054 (+81%) from 2017

Net Income

Up

$8,119

Up $1,515 (+23%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth64th percentile

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 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

2019

Assets$65,918
Liabilities-
Net Assets$65,918
Open 2019 Filing

Operations Trend

Revenue Growth81st percentile

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 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

2019

Revenue$189,560
Expenses$181,441
Net Income$8,119
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2018 to Jul 31, 2019
Signed
Jan 30, 2020
Return Version
2018v3.1
Gross Receipts
$196,511
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$144,929-
Donations to Ivey Ranch Elementary for Student Technology, Supplies, Equipment, Gardening, Playground and teacher Appreciation$40,049-
student Family Events, Star of the Week, Running Club, Chess Club$6,082-
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jessica CharvatCo TreasurerPT$0--
Cathy ArchuletaVP FundraisingPT$0--
Maria SalazarVP EventsPT$0--
Kristin AbbottPresidentPT$0--
Kathleen PlemelCo-TreasurerPT$0--
Amy ChristmanVP Educ SrvcsPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fun Run$24,672$24,672-$24,672
Various Fundraisers$9,862$9,862-$9,862
Total Events$34,534$34,534-$34,534
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
Jessica Charvat
Title
Co Treasurer
Signed
2020-01-30
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: $138491”

Other Expenses.1003

“Information Technology $27979”

Other Expenses.1012

“Insurance $454”

Other Expenses.1

“Teacher Appreciation & Reimb $8145”

Other Expenses.2

“Outdoor supplies/playground $1765”

Other Expenses.3

“Meals and Entertainment $264”

Other Expenses.4

“Office Supplies $233”

Other Assets.1010

“Inventories - Beginning $2025 Inventories - Ending $2000”

Raw XML Appendix180 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/PhoneNum07604196530
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Oceanside
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092052
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt055774
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt063918
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0139313
IRS990EZ/CostOfGoodsSoldAmt06951
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt08119
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt04110
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt057799
IRS990EZ/Form990TotalAssetsGrp/EOYAmt065918
IRS990EZ/FundraisingGrossIncomeAmt034534
IRS990EZ/GrantsAndSimilarAmountsPaidAmt0138491
IRS990EZ/GrossProfitLossSlsOfInvntryAmt015330
IRS990EZ/GrossReceiptsAmt0196511
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/GrossSalesOfInventoryAmt022281
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0383
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt057799
IRS990EZ/NetAssetsOrFundBalancesEOYAmt065918
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt057799
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt065918
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt015.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt35.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt45.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt55.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Jessica Charvat
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Cathy Archuleta
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Maria Salazar
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Kristin Abbott
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Kathleen Plemel
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Amy Christman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Co Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VP Fundraising
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VP Events
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Co-Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5VP Educ Srvcs
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt02025
IRS990EZ/OtherAssetsTotalDetail/EOYAmt02000
IRS990EZ/OtherExpensesTotalAmt038840
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0provide support to teachers an student classroom supplies to help provide a quality education
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Classroom Support for education materials and supplies for student enrichment activities
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/GrantsAndAllocationsAmt0144929
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt16082
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt240049
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt034534
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0181441
IRS990EZ/TotalProgramServiceExpensesAmt0191060
IRS990EZ/TotalRevenueAmt0189560
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
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
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0952681075
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0false
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd02
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0Ivey Ranch Elementary School
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Fun Run
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Various Fundraisers
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt024672
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt09862
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt034534
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt024672
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt09862
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt034534
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt034534
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Donee's Name: Ivey Ranch Elementary School | Donee's Address: 4275 Via Rancho Rd Oceanside CA 92057 | Cash Amount Given: $138491
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Information Technology $27979
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Insurance $454
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Teacher Appreciation & Reimb $8145
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Outdoor supplies/playground $1765
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Meals and Entertainment $264
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Office Supplies $233
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Inventories - Beginning $2025 Inventories - Ending $2000
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1003
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Assets.1010
ReturnHeader/BuildTS02020-09-23 17:36:50Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Jessica Charvat
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Co Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-01-30
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/ReturnTs02020-01-30T10:53:58-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-08-01
ReturnHeader/TaxPeriodEndDt02019-07-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$65,918
Liabilities
-
Net assets
$65,918
Revenue
$189,560
Expenses
$181,441
Net income
$8,119
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.09$0.00$2.09$0.71$0.60$0.11
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.62$0.00$2.62$0.61$0.06$0.55
2022Detailed filing. Detailed filing data is available for this year.$1.06$1.06$0.55$0.21$0.34
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.72$0.72$0.00$0.08$0.07
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.79$0.79$0.85$0.71$0.13
2019Detailed filing. Detailed filing data is available for this year.$0.66$0.66$1.90$1.81$0.08
2017Detailed filing. Detailed filing data is available for this year.$0.53$0.53$1.07$1.00$0.07