Civic Intelligence

Ivey Ranch Parent Teacher Organization

990EZ • Fiscal year 2022 • EIN 33-0652384

Aug 01, 2021 to Jul 31, 2022 • Filed on Apr 04, 2023

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 2022

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2022

Net Margin

93rd percentile

62%

Higher net margin than 93% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

83rd percentile

48%

Faster asset growth than 83% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

100th percentile

16831%

Faster revenue growth than 100% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Assets

Up

$106,463

Up $34,385 (+48%) from 2021

Net Assets

Up

$106,463

Up $34,385 (+48%) from 2021

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$55,195

Up $54,869 (+16831%) from 2021

Expenses

Up

$20,810

Up $13,176 (+173%) from 2021

Net Income

Up

$34,385

Up $41,693 (+571%) from 2021

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 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

2022

Assets$106,463
Liabilities-
Net Assets$106,463

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 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

2022

Revenue$55,195
Expenses$20,810
Net Income$34,385
Jump To
Filing Snapshot
Filing Period
Aug 1, 2021 to Jul 31, 2022
Signed
Apr 4, 2023
Return Version
2021v4.1
Gross Receipts
$56,142
Mission and Program Overview

Mission

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

Program Services

DescriptionGrantsExpenses
Donations to Ivey Ranch Elementary for Student Technology, Supplies, Equipment, Gardening, Playground and teacher Appreciation-$15,063
Classroom Support for education materials and supplies for student enrichment activities-$2,376
student Family Events, Star of the Week, Running Club, Chess Club-$1,945
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Alyssa ChaseVP FundraisingPT$0--
Jordyn YbarraPresidentPT$0--
Kristen MahlstedtTreasurerPT$0--
Amanda BarnesSecretaryPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fun Run$42,006$42,006-$42,006
Various Fundraisers$5,798$5,798$947$4,851
Total Events$47,804$47,804$947$46,857
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
2023-04-04
Discuss with paid preparer
Yes

Preparer

Firm
DePauw Johnson Inc
Address
400 S Melrose Dr Ste 207, Vista, CA 92081
Preparer
Ria Richmond MBA CRTP
Phone
7609411763
Supplemental Narrative

Additional Explanations

Other Expenses.1002

Office Expenses $779

Other Expenses.1003

Information Technology $75

Other Expenses.1012

Insurance $449

Other Expenses.1

Teacher Reimbursements $10850

Other Expenses.2

Staff Appreciation $2120

Other Expenses.3

Planners $1191

Other Expenses.4

School Spirit Wear $857

Other Expenses.5

Volunteer Appreciation $802

Other Expenses.6

Pe $594

Other Expenses.7

5th Grade Promotion $586

Other Expenses.8

Spirit Points and Star $586

Other Expenses.9

Spirit Wear $504

Other Expenses.10

Yearbooks $422

Other Expenses.11

Playground $249

Other Expenses.12

Community Contributions $100

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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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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0Jessica Charvat
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Co Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-04-04
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ReturnHeader/Filer/EIN0330652384
ReturnHeader/Filer/PhoneNum07604196530
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0400 S Melrose Dr Ste 207
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Vista
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ReturnHeader/PreparerPersonGrp/PhoneNum07609411763
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Ria Richmond MBA CRTP
ReturnHeader/ReturnTs02023-04-04T12:02:24-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Jessica
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Charvat
ReturnHeader/TaxPeriodBeginDt02021-08-01
ReturnHeader/TaxPeriodEndDt02022-07-31
ReturnHeader/TaxYr02021

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