Civic Intelligence

Peters Canyon Elementary School PTO

990EZ • Fiscal year 2017 • EIN 33-0760280

Jul 01, 2016 to Jun 30, 2017 • Filed on Nov 17, 2017

26900 Peters Canyon RdTustin, CA 92782

(714) 730-7540

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 2017

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2017

Net Margin

53rd percentile

4.5%

Higher net margin than 53% 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

57th percentile

6.4%

Faster asset growth than 57% of similar nonprofits.

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

Revenue Growth

27th percentile

-16%

Faster revenue growth than 27% of similar nonprofits.

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

Assets

Up

$68,454

Up $4,110 (+6.4%) from 2016

Net Assets

Up

$68,454

Up $4,110 (+6.4%) from 2016

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$91,674

Down $17,887 (-16%) from 2016

Expenses

Down

$87,564

Down $54,715 (-38%) from 2016

Net Income

Up

$4,110

Up $36,828 (+113%) from 2016

Historical Trend

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2011: $138,075Liabilities 2011: $5,929Net Assets 2011: $132,1462011Assets 2012: $104,908Liabilities 2012: $2,750Net Assets 2012: $102,1582012Assets 2013: $82,058Liabilities 2013: $900Net Assets 2013: $81,1582013Assets 2014: $137,629Liabilities 2014: $0Net Assets 2014: $137,6292014Assets 2015: $97,062Liabilities 2015: $0Net Assets 2015: $97,0622015Assets 2016: $64,344Liabilities 2016: $0Net Assets 2016: $64,3442016Assets 2017: $68,454Net Assets 2017: $68,4542017Assets 2018: $85,328Net Assets 2018: $85,3282018Assets 2019: $65,357Net Assets 2019: $65,3572019Assets 2020: $68,540Net Assets 2020: $68,5402020Assets 2021: $62,066Net Assets 2021: $62,0662021Assets 2022: $83,894Liabilities 2022: $10,803Net Assets 2022: $73,0912022Assets 2023: $103,366Liabilities 2023: $14,173Net Assets 2023: $89,1932023Assets 2024: $107,992Liabilities 2024: $13,506Net Assets 2024: $94,4862024

Highlighted filing

2017

Assets$68,454
Liabilities-
Net Assets$68,454

Operations Trend

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

$200K$100K$0-$100KExpenses 2011: $141,5802011Expenses 2012: $169,1692012Expenses 2013: $172,3072013Revenue 2014: $158,100Expenses 2014: $101,629Net Income 2014: $56,4712014Revenue 2015: $106,228Expenses 2015: $146,795Net Income 2015: -$40,5672015Revenue 2016: $109,561Expenses 2016: $142,279Net Income 2016: -$32,7182016Revenue 2017: $91,674Expenses 2017: $87,564Net Income 2017: $4,1102017Revenue 2018: $88,271Expenses 2018: $71,397Net Income 2018: $16,8742018Revenue 2019: $97,498Expenses 2019: $117,469Net Income 2019: -$19,9712019Revenue 2020: $53,930Expenses 2020: $50,747Net Income 2020: $3,1832020Revenue 2021: $29,472Expenses 2021: $35,946Net Income 2021: -$6,4742021Revenue 2022: $154,718Expenses 2022: $143,693Net Income 2022: $11,0252022Revenue 2023: $117,316Expenses 2023: $101,214Net Income 2023: $16,1022023Revenue 2024: $102,220Expenses 2024: $96,927Net Income 2024: $5,2932024

Highlighted filing

2017

Revenue$91,674
Expenses$87,564
Net Income$4,110
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Nov 17, 2017
Return Version
2016v3.0
Gross Receipts
$118,695
Mission and Program Overview

Mission

To support students and teachers at peters canyon elementary school.

Support students and teachrs at peters canyon elementary school

Program Services

DescriptionGrantsExpenses
STUENT ENRICHMENT FOR ON SITE AND AFTER SCHOOL PROGRAMS FOR STUDENTS AT PETERS CANYON ELEMENTARY SCHOOL-$87,564
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
SARA STEWARTPresidentPT$0--
CYNTHIA MCGUFFVP-$0--
MICKEY BRADYVP-$0--
KIM GRESSVP-$0--
HEATHER CHESTERMANVP-$0--
WENDY JOEVP-$0--
SHALINI ROYSecy-$0--
SUSAN PETERSONTreas-$0--
HAYLEY DOBBINSTreas-$0--
SUE HOFin Secy-$0--
SHERI WOLFTParliamentarian-$0--
LYNNEA KULLAuditor-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Pioneer Day$19,951$19,951$13,291$6,660
Fall Fundraiser$18,649$18,649$5,933$12,716
Total Events$68,579$68,579$27,021$41,558
Filing and Contact Details

Filer

Filer Name
Peters Canyon Elementary School Pto
EIN
33-0760280
Phone
7147307540
Address
26900 PETERS CANYON RD, Tustin, CA 92782

Signing Officer

Name
Sue Ho
Title
Treasurer
Phone
7147307540
Signed
2017-11-17
Discuss with paid preparer
Yes

Preparer

Firm
Donald G Berkheimer CPA
Address
2362 SABLE TREE CIR, TUSTIN, CA 92780
Preparer
Donald G Berkheimer
Phone
7148383688
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 16, Other Expenses

ASSEMBLIES 8,000

Form 990-EZ, Part I, Line 16, Other Expenses

FIELD TRIPS 7,500

Form 990-EZ, Part I, Line 16, Other Expenses

PROGRAMS 72,064

Raw XML Appendix198 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/ExplanationTxt1FIELD TRIPS 7,500
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ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.08$0.14$0.94$1.02$0.97$0.05
2023Detailed filing. Detailed filing data is available for this year.$1.03$0.14$0.89$1.17$1.01$0.16
2022Detailed filing. Detailed filing data is available for this year.$0.84$0.11$0.73$1.55$1.44$0.11
2021Detailed filing. Detailed filing data is available for this year.$0.62$0.62$0.29$0.36$0.06
2020Detailed filing. Detailed filing data is available for this year.$0.69$0.69$0.54$0.51$0.03
2019Detailed filing. Detailed filing data is available for this year.$0.65$0.65$0.97$1.17$0.20
2018Detailed filing. Detailed filing data is available for this year.$0.85$0.85$0.88$0.71$0.17
2017Detailed filing. Detailed filing data is available for this year.$0.68$0.68$0.92$0.88$0.04
2016Detailed filing. Detailed filing data is available for this year.$0.64$0.00$0.64$1.10$1.42$0.33
2015Detailed filing. Detailed filing data is available for this year.$0.97$0.00$0.97$1.06$1.47$0.41
2014Detailed filing. Detailed filing data is available for this year.$1.38$0.00$1.38$1.58$1.02$0.56
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.82$0.01$0.81$1.72
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.05$0.03$1.02$1.69
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.38$0.06$1.32$1.42