Civic Intelligence

Peters Canyon Elementary School PTO

990EZ • Fiscal year 2018 • EIN 33-0760280

Jul 01, 2017 to Jun 30, 2018 • Filed on Sep 11, 2018

Organization ProfileWWW.TUSTIN.K12.CA.US/PCANYON/PTO/BOARD.HTML
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 2018

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2018

Net Margin

75th percentile

19%

Higher net margin than 75% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

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.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

75th percentile

25%

Faster asset growth than 75% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

42nd percentile

-3.7%

Faster revenue growth than 42% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$85,328

Up $16,874 (+25%) from 2017

Net Assets

Up

$85,328

Up $16,874 (+25%) from 2017

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin75th percentile

Revenue

Down

$88,271

Down $3,403 (-3.7%) from 2017

Expenses

Down

$71,397

Down $16,167 (-18%) from 2017

Net Income

Up

$16,874

Up $12,764 (+311%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth75th percentile

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

2018

Assets$85,328
Liabilities-
Net Assets$85,328
Open 2018 Filing

Operations Trend

Revenue Growth42nd percentile

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

2018

Revenue$88,271
Expenses$71,397
Net Income$16,874
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Sep 11, 2018
Return Version
2017v2.3
Gross Receipts
$137,479
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-$71,397
Compensation and Service Providers
Top Officer Pay76th percentile

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--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Jog a Thon$40,357$40,357$19,320$21,037
Pioneer Day$18,767$18,767$12,924$5,843
Total Events$80,346$80,346$49,207$31,139
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
Stella Wolfson
Title
Treasurer
Signed
2018-09-11
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

“Supplies 16,756”

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

“ASSEMBLIES 5,439”

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

“FIELD TRIPS 10,073”

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

“PROGRAMS 33,764”

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

“Teacher appreciation 1,806”

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

“CURRICULUM 3,559”

Raw XML Appendix201 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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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0TUSTIN
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0SARA STEWART
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3KIM GRESS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4HEATHER CHESTERMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5WENDY JOE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6SHALINI ROY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7SUSAN PETERSON
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9SUE HO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4VP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5VP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6SECY
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IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt071397
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SUPPORT STUDENTS AND TEACHRS AT PETERS CANYON ELEMENTARY SCHOOL
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0STUENT ENRICHMENT FOR ON SITE AND AFTER SCHOOL PROGRAMS FOR STUDENTS AT PETERS CANYON ELEMENTARY SCHOOL
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt071397
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
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IRS990EZ/SpecialEventsDirectExpensesAmt049208
IRS990EZ/SpecialEventsNetIncomeLossAmt040138
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
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IRS990EZ/TotalProgramServiceExpensesAmt071397
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IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0WWW.TUSTIN.K12.CA.US/PCANYON/PTO/BOARD.HTML
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt048133
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt050116
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt058838
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt058613
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt068850
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0284550
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IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
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IRS990ScheduleA/PublicSupportTotal170Amt00
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IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0137479
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt058613
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt068850
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt068850
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IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt049207
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0JOG A THON
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0PIONEER DAY
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt018767
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt040357
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IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt012924
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt05
IRS990ScheduleG/SpecialFundraisingEventsInd0X
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ASSEMBLIES 5,439
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2FIELD TRIPS 10,073
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3PROGRAMS 33,764
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4TEACHER APPRECIATION 1,806
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5CURRICULUM 3,559
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990-EZ, Part I, Line 16, Other Expenses
ReturnHeader/BuildTS02018-06-14 16:35:46Z
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ReturnHeader/Filer/EIN0330760280
ReturnHeader/Filer/PhoneNum07147307540
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ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm003:18:18
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0TUSTIN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
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ReturnHeader/PreparerPersonGrp/PhoneNum07148383688
ReturnHeader/PreparerPersonGrp/PreparationDt02018-09-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DONALD G BERKHEIMER
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-09-11T09:20:07-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$85,328
Liabilities
-
Net assets
$85,328
Revenue
$88,271
Expenses
$71,397
Net income
$16,874
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