Civic Intelligence

Twin Oaks Elementary P T O

990EZ • Fiscal year 2017 • EIN 33-0814839

Jul 01, 2016 to Jun 30, 2017 • Filed on Nov 15, 2017

Organization ProfileN/A
1 Cassou RdSan Marcos, CA 92069

(760) 290-2588

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

74th percentile

18%

Higher net margin than 74% 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

76th percentile

28%

Faster asset growth than 76% of similar nonprofits.

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

Revenue Growth

62nd percentile

9.5%

Faster revenue growth than 62% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$41,803

Up $9,037 (+28%) from 2016

Net Assets

Up

$41,803

Up $9,037 (+28%) from 2016

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin74th percentile

Revenue

Up

$51,250

Up $4,438 (+9.5%) from 2016

Expenses

Up

$42,213

Up $11,918 (+39%) from 2016

Net Income

Down

$9,037

Down $7,480 (-45%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth76th percentile

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

$80K$60K$40K$20K$0Assets 2013: $26,766Net Assets 2013: $26,7662013Assets 2014: $5,852Net Assets 2014: $5,8522014Assets 2015: $16,249Net Assets 2015: $16,2492015Assets 2016: $32,766Net Assets 2016: $32,7662016Assets 2017: $41,803Net Assets 2017: $41,8032017Assets 2018: $58,990Net Assets 2018: $58,9902018Assets 2019: $56,825Net Assets 2019: $56,8252019Assets 2020: $50,878Net Assets 2020: $50,8782020Assets 2021: $46,698Net Assets 2021: $46,6982021Assets 2022: $60,833Net Assets 2022: $60,8332022Assets 2023: $64,266Net Assets 2023: $64,2662023Assets 2024: $69,015Net Assets 2024: $69,0152024Assets 2025: $53,725Net Assets 2025: $53,7252025

Highlighted filing

2017

Assets$41,803
Liabilities-
Net Assets$41,803
Open 2017 Filing

Operations Trend

Revenue Growth62nd percentile

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

$100K$50K$0-$50KRevenue 2013: $63,172Expenses 2013: $60,159Net Income 2013: $3,0132013Revenue 2014: $45,420Expenses 2014: $66,334Net Income 2014: -$20,9142014Revenue 2015: $49,755Expenses 2015: $39,358Net Income 2015: $10,3972015Revenue 2016: $46,812Expenses 2016: $30,295Net Income 2016: $16,5172016Revenue 2017: $51,250Expenses 2017: $42,213Net Income 2017: $9,0372017Revenue 2018: $69,725Expenses 2018: $45,943Net Income 2018: $23,7822018Revenue 2019: $84,471Expenses 2019: $85,477Net Income 2019: -$1,0062019Revenue 2020: $50,846Expenses 2020: $56,793Net Income 2020: -$5,9472020Revenue 2021: $36,002Expenses 2021: $40,182Net Income 2021: -$4,1802021Revenue 2022: $84,527Expenses 2022: $70,392Net Income 2022: $14,1352022Revenue 2023: $72,997Expenses 2023: $69,564Net Income 2023: $3,4332023Revenue 2024: $83,046Expenses 2024: $78,290Net Income 2024: $4,7562024Revenue 2025: $44,418Expenses 2025: $59,708Net Income 2025: -$15,2902025

Highlighted filing

2017

Revenue$51,250
Expenses$42,213
Net Income$9,037
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Nov 15, 2017
Return Version
2016v3.0
Gross Receipts
$107,579
Mission and Program Overview

Mission

Student & staff support for elementary school

Program Services

DescriptionGrantsExpenses
CURRICULUM SUPPORT FOR ELEMENTARY SCHOOL (LIBRARY, SCIENCE, COMPUTER & READING PROGRAMS)$23,244-
ART PROGRAM$16,748-
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARLENE YANKOVICHPresidentPT$0--
ROXANNE BURNSDirectorPT$0--
SUZANNE ERNSTSecretaryPT$0--
STACEY GARTSTEINDirectorPT$0--
CHRISTINE SPENSERTreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Misc Fundraisers$53,110$53,110$27,222$25,888
Gift Wrap/cookie Dough$19,039$19,039$12,074$6,965
Total Events$99,933$99,933$53,973$45,960
Filing and Contact Details

Filer

Filer Name
Twin Oaks Elementary Pto
EIN
33-0814839
Phone
7602902588
Address
1 CASSOU RD, SAN MARCOS, CA 92069

Signing Officer

Name
Roxanne Burns
Title
Director
Signed
2017-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Littleton & Wennes CPAs Inc
Address
5850 Avenida Encinas Ste 101B, Carlsbad, CA 92008
Preparer
Janet Wennes CPA
Phone
7609318181
Supplemental Narrative

Additional Explanations

Other Expenses.1012

“Insurance $155”

Other Expenses.1

“PTO FUND EXPENSES $17615”

Other Expenses.2

“ART STAFF $16200”

Other Expenses.3

“Engineering supplies $2930”

Other Expenses.4

“ASSEMBLIES $1539”

Other Expenses.5

“STAFF APPRECIATION $1070”

Other Expenses.6

“ART SUPPLIES $548”

Other Expenses.7

“STUDENT AWARDS $90”

Raw XML Appendix180 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.

Path#Value
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0CARLSBAD
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
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IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
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IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt032766
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MARLENE YANKOVICH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ROXANNE BURNS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2SUZANNE ERNST
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3STACEY GARTSTEIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4CHRISTINE SPENSER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt040147
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0STUDENT & STAFF SUPPORT FOR ELEMENTARY SCHOOL
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0ART PROGRAM
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1CURRICULUM SUPPORT FOR ELEMENTARY SCHOOL (LIBRARY, SCIENCE, COMPUTER & READING PROGRAMS)
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt016748
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt123244
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt056329
IRS990EZ/SpecialEventsNetIncomeLossAmt050050
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt042213
IRS990EZ/TotalProgramServiceExpensesAmt039992
IRS990EZ/TotalRevenueAmt051250
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt01200
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt02000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt03302
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt03200
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt09702
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt088903
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt078416
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt067591
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0234910
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal509Amt0244612
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt01200
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt090903
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt090903
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt070791
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0244612
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt053973
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0MISC FUNDRAISERS
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0GIFT WRAP/COOKIE DOUGH
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageOtherEventsAmt05476
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt05476
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt053110
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt019039
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt027784
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt053110
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt027784
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IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt045960
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt09201
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt048497
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt027222
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt012074
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt03
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Insurance $155
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PTO FUND EXPENSES $17615
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ART STAFF $16200
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ENGINEERING SUPPLIES $2930
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ASSEMBLIES $1539
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5STAFF APPRECIATION $1070
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6ART SUPPLIES $548
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7STUDENT AWARDS $90
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.7
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ROXANNE BURNS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Director
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0TWIN OAKS ELEMENTARY PTO
ReturnHeader/Filer/BusinessNameControlTxt0TWIN
ReturnHeader/Filer/EIN0330814839
ReturnHeader/Filer/PhoneNum07602902588
ReturnHeader/Filer/USAddress/AddressLine1Txt01 CASSOU RD
ReturnHeader/Filer/USAddress/CityNm0SAN MARCOS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092069
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Littleton & Wennes CPAs Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05850 Avenida Encinas Ste 101B
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Carlsbad
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092008
ReturnHeader/PreparerPersonGrp/PhoneNum07609318181
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JANET WENNES CPA
ReturnHeader/ReturnTs02017-11-15T16:40:15-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$41,803
Liabilities
-
Net assets
$41,803
Revenue
$51,250
Expenses
$42,213
Net income
$9,037
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$53.7$53.7$44.4$59.7$15.3
2024Detailed filing. Detailed filing data is available for this year.$69.0$69.0$83.0$78.3$4.76
2023Detailed filing. Detailed filing data is available for this year.$64.3$64.3$73.0$69.6$3.43
2022Detailed filing. Detailed filing data is available for this year.$60.8$60.8$84.5$70.4$14.1
2021Detailed filing. Detailed filing data is available for this year.$46.7$46.7$36.0$40.2$4.18
2020Detailed filing. Detailed filing data is available for this year.$50.9$50.9$50.8$56.8$5.95
2019Detailed filing. Detailed filing data is available for this year.$56.8$56.8$84.5$85.5$1.01
2018Detailed filing. Detailed filing data is available for this year.$59.0$59.0$69.7$45.9$23.8
2017Detailed filing. Detailed filing data is available for this year.$41.8$41.8$51.3$42.2$9.04
2016Detailed filing. Detailed filing data is available for this year.$32.8$32.8$46.8$30.3$16.5
2015Detailed filing. Detailed filing data is available for this year.$16.2$16.2$49.8$39.4$10.4
2014Detailed filing. Detailed filing data is available for this year.$5.85$5.85$45.4$66.3$20.9
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$26.8$26.8$63.2$60.2$3.01