Civic Intelligence

James E Carter Elementary School PTO

990 • Fiscal year 2014 • EIN 33-0732199

Jan 01, 2014 to Dec 31, 2014 • Filed on May 05, 2014

Organization ProfileN/A
74251 Hovely Ln EPalm Desert, CA 92260

(760) 862-4370

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

55th percentile

0.00x

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

55th percentile

0.00x

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Net Margin

88th percentile

37%

Higher net margin than 88% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

86th percentile

60%

Faster asset growth than 86% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

82nd percentile

37%

Faster revenue growth than 82% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets55th percentile

Assets

Up

$72,267

Up $27,054 (+60%) from 2013

Net Assets

Up

$72,267

Up $27,054 (+60%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin88th percentile

Revenue

Up

$73,203

Up $19,931 (+37%) from 2013

Expenses

Down

$46,149

Down $17,708 (-28%) from 2013

Net Income

Up

$27,054

Up $37,639 (+356%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth86th percentile

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

$80K$60K$40K$20K$0Assets 2010: $49,979Liabilities 2010: $0Net Assets 2010: $49,9792010Assets 2011: $74,136Liabilities 2011: $0Net Assets 2011: $74,1362011Assets 2012: $55,798Liabilities 2012: $0Net Assets 2012: $55,7982012Assets 2013: $45,213Liabilities 2013: $0Net Assets 2013: $45,2132013Assets 2014: $72,267Liabilities 2014: $0Net Assets 2014: $72,2672014Assets 2015: $61,194Net Assets 2015: $61,1942015Assets 2016: $56,316Liabilities 2016: $0Net Assets 2016: $56,3162016Assets 2017: $72,900Liabilities 2017: $0Net Assets 2017: $72,9002017Assets 2019: $35,759Liabilities 2019: $0Net Assets 2019: $35,7592019Assets 2020: $38,782Liabilities 2020: $0Net Assets 2020: $38,7822020Assets 2021: $29,754Liabilities 2021: $0Net Assets 2021: $29,7542021Assets 2022: $42,551Liabilities 2022: $0Net Assets 2022: $42,5512022Assets 2023: $55,097Liabilities 2023: $4,055Net Assets 2023: $51,0422023Assets 2024: $22,215Liabilities 2024: $0Net Assets 2024: $22,2152024Assets 2025: $22,234Liabilities 2025: $0Net Assets 2025: $22,2342025

Highlighted filing

2014

Assets$72,267
Liabilities$0
Net Assets$72,267
Open 2014 Filing

Operations Trend

Revenue Growth82nd percentile

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

$100K$50K$0-$50KExpenses 2010: $57,5992010Expenses 2011: $43,6792011Expenses 2012: $74,5922012Revenue 2013: $53,272Expenses 2013: $63,857Net Income 2013: -$10,5852013Revenue 2014: $73,203Expenses 2014: $46,149Net Income 2014: $27,0542014Revenue 2015: $51,215Expenses 2015: $62,288Net Income 2015: -$11,0732015Revenue 2016: $56,852Expenses 2016: $72,686Net Income 2016: -$15,8342016Revenue 2017: $74,186Expenses 2017: $57,602Net Income 2017: $16,5842017Revenue 2019: $38,982Expenses 2019: $58,216Net Income 2019: -$19,2342019Revenue 2020: $40,673Expenses 2020: $37,650Net Income 2020: $3,0232020Revenue 2021: -$3,072Expenses 2021: $5,956Net Income 2021: -$9,0282021Revenue 2022: $19,837Expenses 2022: $7,040Net Income 2022: $12,7972022Revenue 2023: $18,788Expenses 2023: $10,297Net Income 2023: $8,4912023Revenue 2024: -$15,417Expenses 2024: $13,410Net Income 2024: -$28,8272024Revenue 2025: $3,008Expenses 2025: $2,989Net Income 2025: $192025

Highlighted filing

2014

Revenue$73,203
Expenses$46,149
Net Income$27,054
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
May 5, 2014
Return Version
2014v5.0
Gross Receipts
$127,656
Mission and Program Overview

Mission

To provide financial support to James E. Carter Elementary School in the form of Books, P.E. Equipment, field trips for students and many other items.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$45,213$72,267▲ $27,054
Rtn Earn Endowment Incm Other Fnds$45,213$72,267▲ $27,054
Savings and Temporary Cash Investments-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$45,213$72,267▲ $27,054
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$45,213$72,267▲ $27,054
Total Liabilities and Net Assets / Fund Balance$45,213$72,267▲ $27,054
Compensation and Service Providers
Top Officer Pay74th percentile

Board Members and Trustees

NameTitle
Lisa PanzarelloPresident
Sarah FreyPresident
Courtney ChaffinVice President
Diana LevittVice President
Heather OzurVice President
Karina PattersonSecretary
Jackie FensonTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$6,123
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$67,080
All Other Contributions
$100
Change in Net Assets
$27,054
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$44,261
Other Expenses$1,888
Total Fundraising Expense$386
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$31,880--$31,880
Grants to Domestic Individuals$12,381--$12,381
Fees for Services Accounting-$550-$550
Other Expenses$927$25$386$25
Total Functional Expenses$45,188$575$386$46,149
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
James E Carter Elementary SchoolPalm Desert, CA-To assist in providing excellent opportunities for students.$31,880
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$121,533
Fundraising Direct Expenses$54,453
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fundraising Events$121,533$121,533$54,453$67,080
Total Events$121,533$121,533$54,453$67,080
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Backup withholding compliance
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

“No review was or will be conducted.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“No documents available to the public.”

Filing and Contact Details

Filer

Filer Name
James E Carter Elementary School PTO
EIN
33-0732199
Phone
7608624370
Address
74251 Hovely Ln E, Palm Desert, CA 92260

Signing Officer

Name
Jackie Fenson
Title
Treasurer
Signed
2014-05-05
Discuss with paid preparer
Yes

Organization Details

Formed
1996
Legal Domicile
CA
Voting Board Members
7
Independent Board Members
0
Employees
0

Preparer

Firm
Thomas E Vineyard CPA
Address
11 La Jolla Lane, Palm Desert, CA 92260-1602
Preparer
Thomas E Vineyard
Phone
7603469729
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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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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0106858
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0108818
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0129219
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0105239
IRS990ScheduleA/Total509Grp/TotalAmt0577790
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0127656
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0106858
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0108818
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0129219
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0105239
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0577790
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt054453
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Fundraising Events
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt0121533
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0121533
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt0121533
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0121533
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt067080
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt054453
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt054453
IRS990ScheduleG/InPersonSolicitationsInd0X
IRS990ScheduleG/MailSolicitationsInd0X
IRS990ScheduleG/PhoneSolicitationsInd0X
IRS990ScheduleG/SolicitationOfGovtGrantsInd0X
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt012381
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0Cash
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt026
IRS990ScheduleI/RecipientTable/CashGrantAmt031880
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0To assist in providing excellent opportunities for students.
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0James E Carter Elementary School
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt07425 Hovely Lane East
IRS990ScheduleI/RecipientTable/USAddress/CityNm0Palm Desert
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0CA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd092260
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0Funding directly to vendors on behalf of Grantee.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Grantmaker's Description of How Grants are Used
IRS990ScheduleI/Total501c3OrgCnt01
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0No review was or will be conducted.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1No documents available to the public.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt045213
IRS990/TotalAssetsEOYAmt072267
IRS990/TotalAssetsGrp/BOYAmt045213
IRS990/TotalAssetsGrp/EOYAmt072267
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt06123
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt0386
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0575
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt045188
IRS990/TotalFunctionalExpensesGrp/TotalAmt046149
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt045213
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt072267
IRS990/TotalProgramServiceExpensesAmt045188
IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalRevenueGrp/ExclusionAmt067080
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt073203
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt045213
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt072267
IRS990/TransactionWithControlEntInd0false
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationAssocInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Jackie Fenson
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-05-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0James E Carter Elementary School PTO
ReturnHeader/Filer/BusinessNameControlTxt0JAME
ReturnHeader/Filer/EIN0330732199
ReturnHeader/Filer/PhoneNum07608624370
ReturnHeader/Filer/USAddress/AddressLine1Txt074251 Hovely Ln E
ReturnHeader/Filer/USAddress/CityNm0Palm Desert
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092260
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Thomas E Vineyard CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt011 La Jolla Lane
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Palm Desert
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0922601602
ReturnHeader/PreparerPersonGrp/PhoneNum07603469729
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Thomas E Vineyard
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02015-05-13T08:20:19-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$72,267
Liabilities
$0
Net assets
$72,267
Revenue
$73,203
Expenses
$46,149
Net income
$27,054
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$22.2$0.00$22.2$3.01$2.99$0.02
2024Detailed filing. Detailed filing data is available for this year.$22.2$0.00$22.2$15.4$13.4$28.8
2023Detailed filing. Detailed filing data is available for this year.$55.1$4.06$51.0$18.8$10.3$8.49
2022Detailed filing. Detailed filing data is available for this year.$42.6$0.00$42.6$19.8$7.04$12.8
2021Detailed filing. Detailed filing data is available for this year.$29.8$0.00$29.8$3.07$5.96$9.03
2020Detailed filing. Detailed filing data is available for this year.$38.8$0.00$38.8$40.7$37.7$3.02
2019Detailed filing. Detailed filing data is available for this year.$35.8$0.00$35.8$39.0$58.2$19.2
2017Detailed filing. Detailed filing data is available for this year.$72.9$0.00$72.9$74.2$57.6$16.6
2016Detailed filing. Detailed filing data is available for this year.$56.3$0.00$56.3$56.9$72.7$15.8
2015Detailed filing. Detailed filing data is available for this year.$61.2$61.2$51.2$62.3$11.1
2014Detailed filing. Detailed filing data is available for this year.$72.3$0.00$72.3$73.2$46.1$27.1
2013Detailed filing. Detailed filing data is available for this year.$45.2$0.00$45.2$53.3$63.9$10.6
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$55.8$0.00$55.8$74.6
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$74.1$0.00$74.1$43.7
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$50.0$0.00$50.0$57.6