Civic Intelligence

James E Carter Elementary School PTO

990 • Fiscal year 2023 • EIN 33-0732199

Jul 01, 2022 to Jun 30, 2023 • Filed on Nov 28, 2023

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

(760) 898-9008

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Up

$55,097

Up $12,546 (+29%) from 2022

Net Assets

Up

$51,042

Up $8,491 (+20%) from 2022

Liabilities

Up

$4,055

Up $4,055 from 2022

Revenue And Expenses

Revenue

Down

$18,788

Down $1,049 (-5.3%) from 2022

Expenses

Up

$10,297

Up $3,257 (+46%) from 2022

Net Income

Down

$8,491

Down $4,306 (-34%) from 2022

Historical Trend

Balance Sheet Trend

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

2023

Assets$55,097
Liabilities$4,055
Net Assets$51,042
Open 2023 Filing

Operations Trend

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

2023

Revenue$18,788
Expenses$10,297
Net Income$8,491
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Nov 28, 2023
Return Version
2022v5.0
Gross Receipts
$116,783
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.

To support the education of children at the james earl carter elementary school by fostering relationships among the school, parents, and teachers.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$42,551$55,097▲ $12,546
Rtn Earn Endowment Incm Other Fnds$42,551$51,042▲ $8,491
Total Assets$42,551$55,097▲ $12,546
Liabilities
Accounts Payable and Accrued Expenses-$4,055-
Total Liabilities$0$4,055▲ $4,055
Net Assets / Fund Balance
Total Net Assets Fund Balance$42,551$51,042▲ $8,491
Total Liabilities and Net Assets / Fund Balance$42,551$55,097▲ $12,546
Compensation and Service Providers

Board Members and Trustees

NameTitle
Heather GreenwoodPresident
Tracey EmmonsCo-vice Pres
Brian NayfackSecretary
Blaire GillerlainTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,405
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$17,383
Change in Net Assets
$8,491
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$10,297
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$6,191--$6,191
Office Expenses$2,975--$2,975
Other Expenses$1,131--$1,131
Total Functional Expenses$10,297$0$0$10,297
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$72,909
Fundraising Gross Income$70,821
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fundraising$70,821$70,821$72,269$-1,448
Total Events$70,821$70,821$72,909$-2,088
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
Backup withholding compliance
No
Business relationship with 35% controlled entity
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“No review was or will be conducted.”

Form 990, Page 6, Part VI, Line 19

“No documents available to the public”

Filing and Contact Details

Filer

Filer Name
James E Carter Elementary
EIN
33-0732199
Phone
7608989008
Address
74251 HOVLEY LN E, PALM DESERT, CA 92260

Signing Officer

Name
Heather Greenwood
Title
President
Phone
7608989008
Signed
2023-11-28

Organization Details

Principal Officer
Heather Greenwood
Formed
1996
Voting Board Members
5
Independent Board Members
5
Employees
0

Preparer

Firm
Brennan & Company
Address
73302 HIGHWAY 111, PALM DESERT, CA 92260
Preparer
Dylan Brennan
Phone
7603461487
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4D

“These funds have been expended to assist the students and faculty of james e. Carter elementary school in their pursuit of educational excellence.”

Form 990, Part IX, Line 11G

“Dues & memberships 1,250 0 0 supplies 4,902 0 0 training 39 0 0 total 6,191 0 0”

Raw XML Appendix284 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NO REVIEW WAS OR WILL BE CONDUCTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2NO DOCUMENTS AVAILABLE TO THE PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DUES & MEMBERSHIPS 1,250 0 0 SUPPLIES 4,902 0 0 TRAINING 39 0 0 TOTAL 6,191 0 0
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ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0HEATHER GREENWOOD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07608989008
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JAMES E CARTER ELEMENTARY
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0SCHOOL PTO
ReturnHeader/Filer/BusinessNameControlTxt0JAME
ReturnHeader/Filer/EIN0330732199
ReturnHeader/Filer/PhoneNum07608989008
ReturnHeader/Filer/USAddress/AddressLine1Txt074251 HOVLEY LN E
ReturnHeader/Filer/USAddress/CityNm0PALM DESERT
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092260
ReturnHeader/PreparerPersonGrp/PhoneNum07603461487
ReturnHeader/PreparerPersonGrp/PreparationDt02024-04-30
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DYLAN BRENNAN
ReturnHeader/ReturnTs02024-04-30T18:41:11-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0STEPHANIE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0RICE
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$55,097
Liabilities
$4,055
Net assets
$51,042
Revenue
$18,788
Expenses
$10,297
Net income
$8,491
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