Civic Intelligence

Ivey Ranch Parent Teacher Organization

990EZ • Fiscal year 2020 • EIN 33-0652384

Aug 01, 2019 to Jul 31, 2020 • Filed on Jan 28, 2021

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 2020

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2020

Net Margin

65th percentile

16%

Higher net margin than 65% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

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.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

67th percentile

20%

Faster asset growth than 67% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

19th percentile

-55%

Faster revenue growth than 19% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$79,386

Up $13,468 (+20%) from 2019

Net Assets

Up

$79,386

Up $13,468 (+20%) from 2019

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin65th percentile

Revenue

Down

$84,806

Down $104,754 (-55%) from 2019

Expenses

Down

$71,338

Down $110,103 (-61%) from 2019

Net Income

Up

$13,468

Up $5,349 (+66%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth67th 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

2020

Assets$79,386
Liabilities-
Net Assets$79,386
Open 2020 Filing

Operations Trend

Revenue Growth19th 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

2020

Revenue$84,806
Expenses$71,338
Net Income$13,468
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2019 to Jul 31, 2020
Signed
Jan 28, 2021
Return Version
2019v5.0
Gross Receipts
$111,904
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$59,358-
student Family Events, Star of the Week, Running Club, Chess Club$8,142-
Donations to Ivey Ranch Elementary for Student Technology, Supplies, Equipment, Gardening, Playground and teacher Appreciation$3,838-
Compensation and Service Providers
Top Officer Pay76th percentile

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
Various Fundraisers$30,242$30,242$17,534$12,708
Total Events$30,242$30,242$17,534$12,708
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
2021-01-28
Discuss with paid preparer
Yes

Preparer

Firm
DePauw Johnson Inc
Address
400 S Melrose Dr Ste 207, Vista, CA 92081
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: $53304”

Other Expenses.1012

“Insurance $494”

Other Expenses.1

“Teacher Appreciation & Reimb $5818”

Other Expenses.2

“Meals and Entertainment $2754”

Other Expenses.3

“Office Supplies $2559”

Other Expenses.4

“Software $1593”

Other Expenses.5

“Field Trips $1333”

Other Expenses.6

“Miscellaneous $1143”

Other Expenses.7

“Outdoor supplies/playground $741”

Other Expenses.8

“Library $500”

Other Expenses.9

“Music $319”

Other Assets.1010

“Inventories - Beginning $2000 Inventories - Ending $0”

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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0Jessica Charvart
IRS990EZ/BooksInCareOfDetail/PhoneNum07604196530
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO box 5686
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Oceanside
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092052
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt063918
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt079386
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt075392
IRS990EZ/CostOfGoodsSoldAmt09564
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt013468
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0780
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt065918
IRS990EZ/Form990TotalAssetsGrp/EOYAmt079386
IRS990EZ/FundraisingGrossIncomeAmt030242
IRS990EZ/GrantsAndSimilarAmountsPaidAmt053304
IRS990EZ/GrossProfitLossSlsOfInvntryAmt0-3294
IRS990EZ/GrossReceiptsAmt0111904
IRS990EZ/GrossSalesOfInventoryAmt06270
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt065918
IRS990EZ/NetAssetsOrFundBalancesEOYAmt079386
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt065918
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt079386
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/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt02000
IRS990EZ/OtherExpensesTotalAmt017254
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/GrantsAndAllocationsAmt059358
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt18142
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt23838
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt017534
IRS990EZ/SpecialEventsNetIncomeLossAmt012708
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt071338
IRS990EZ/TotalProgramServiceExpensesAmt071338
IRS990EZ/TotalRevenueAmt084806
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/DirectExpenseSummaryEventsAmt017534
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Various Fundraisers
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt030242
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt030242
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt030242
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt030242
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt012708
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt017534
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt017534
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Donee's Name: Ivey Ranch Elementary School | Donee's Address: 4275 Via Rancho Rd Oceanside CA 92057 | Cash Amount Given: $53304
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Insurance $494
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Teacher Appreciation & Reimb $5818
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Meals and Entertainment $2754
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Office Supplies $2559
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Software $1593
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Field Trips $1333
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Miscellaneous $1143
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Outdoor supplies/playground $741
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Library $500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Music $319
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Inventories - Beginning $2000 Inventories - Ending $0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.1
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 Assets.1010
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Jessica Charvat
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Co Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-01-28
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/ZIPCd092081
ReturnHeader/PreparerPersonGrp/PhoneNum07609411763
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Michael Lund EA
ReturnHeader/ReturnTs02021-01-28T13:11:16-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-08-01
ReturnHeader/TaxPeriodEndDt02020-07-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$79,386
Liabilities
-
Net assets
$79,386
Revenue
$84,806
Expenses
$71,338
Net income
$13,468
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
2020Detailed filing. Detailed filing data is available for this year.$0.79$0.79$0.85$0.71$0.13
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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