Civic Intelligence

James E Carter Elementary School PTO

990 • Fiscal year 2017 • EIN 33-0732199

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 06, 2018

Organization ProfileN/A
74251 Hovley 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

56th percentile

0.00x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

56th percentile

0.00x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

78th percentile

22%

Higher net margin than 78% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

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.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

77th percentile

29%

Faster asset growth than 77% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

79th percentile

30%

Faster revenue growth than 79% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$72,900

Up $16,584 (+29%) from 2016

Net Assets

Up

$72,900

Up $16,584 (+29%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin78th percentile

Revenue

Up

$74,186

Up $17,334 (+30%) from 2016

Expenses

Down

$57,602

Down $15,084 (-21%) from 2016

Net Income

Up

$16,584

Up $32,418 (+205%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth77th 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

2017

Assets$72,900
Liabilities$0
Net Assets$72,900
Open 2017 Filing

Operations Trend

Revenue Growth79th 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

2017

Revenue$74,186
Expenses$57,602
Net Income$16,584
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 6, 2018
Return Version
2017v2.3
Gross Receipts
$139,799
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$56,316$72,900▲ $16,584
Rtn Earn Endowment Incm Other Fnds$56,316$72,900▲ $16,584
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$56,316$72,900▲ $16,584
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$56,316$72,900▲ $16,584
Total Liabilities and Net Assets / Fund Balance$56,316$72,900▲ $16,584
Compensation and Service Providers
Top Officer Pay76th percentile

Board Members and Trustees

NameTitle
Nicole GarciaPresident
Sarah NayfackVice President
Amy LinFundraising
Kristin LevittSecretary
Brian NayfackTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$7,126
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$67,060
Change in Net Assets
$16,584
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$56,357
Other Expenses$1,245
Total Fundraising Expense$545
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$41,879--$41,879
Grants to Domestic Individuals$14,478--$14,478
Fees for Services Accounting-$675-$675
Insurance--$545$545
Other Expenses-$25-$25
Total Functional Expenses$56,357$700$545$57,602
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
James E Carter Elementary SchoolPalm Desert, CA-To Assist in Providing Excellent Opportunities for Students.$41,879
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$132,673
Fundraising Direct Expenses$65,613
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fundraising$132,673$132,673$65,613$67,060
Total Events$132,673$132,673$65,613$67,060
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
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, Section A, Line 2

“SPOUSAL RELATIONSHIP.”

Form 990, Part VI, Section B, Line 11B

“Officer, brian nayfack, to review forms before e-filing.”

Form 990, Part VI, Section B, Line 12C

“Continuing obligation to disclose any and all potential conflicts of interest.”

Form 990, Part VI, Section C, Line 19

“AVAILABLE UPON REQUEST.”

Filing and Contact Details

Filer

Filer Name
James E Carter Elementary School Pto
EIN
33-0732199
Phone
7608624370
Address
74251 HOVLEY LN E, PALM DESERT, CA 92260

Signing Officer

Name
Brian Nayfack
Title
Treasurer
Phone
7608624370
Signed
2018-11-06
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Nicole Garcia
Formed
1996
Legal Domicile
CA
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
25

Preparer

Firm
Baltes & Associates Cpas
Address
PO BOX 13130, PALM DESERT, CA 92255-3130
Preparer
Robert J Baltes CPA
Phone
7605681776
Raw XML Appendix345 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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IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0TO ASSIST IN PROVIDING EXCELLENT OPPORTUNITIES FOR STUDENTS.
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0JAMES E CARTER ELEMENTARY SCHOOL
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt07425 HOVLEY LN E
IRS990ScheduleI/RecipientTable/USAddress/CityNm0PALM DESERT
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IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0FUNDING DIRECTLY TO VENDORS ON BEHALF OF GRANTEE.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0SPOUSAL RELATIONSHIP.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1OFFICER, BRIAN NAYFACK, TO REVIEW FORMS BEFORE E-FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CONTINUING OBLIGATION TO DISCLOSE ANY AND ALL POTENTIAL CONFLICTS OF INTEREST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
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IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt056357
IRS990/TotalFunctionalExpensesGrp/TotalAmt057602
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt056316
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt072900
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt056357
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt067060
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt074186
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt025
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt056316
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt072900
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
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IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07608624370
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JAMES E CARTER ELEMENTARY SCHOOL PTO
ReturnHeader/Filer/BusinessNameControlTxt0JAME
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ReturnHeader/Filer/PhoneNum07608624370
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ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt074.62.7.114
ReturnHeader/FilingSecurityInformation/IPDt02018-11-06
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ReturnHeader/FilingSecurityInformation/IPTm010:36:35
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0810573816
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 13130
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PALM DESERT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0922553130
ReturnHeader/PreparerPersonGrp/PhoneNum07605681776
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROBERT J BALTES CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-11-09T11:17:26-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$72,900
Liabilities
$0
Net assets
$72,900
Revenue
$74,186
Expenses
$57,602
Net income
$16,584
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