Civic Intelligence

Twin Oaks Elementary P T O

990EZ • Fiscal year 2020 • EIN 33-0814839

Jul 01, 2019 to Jun 30, 2020 • Filed on Nov 12, 2020

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 2020

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2020

Net Margin

27th percentile

-12%

Higher net margin than 27% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

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.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

27th percentile

-10%

Faster asset growth than 27% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

28th percentile

-40%

Faster revenue growth than 28% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Assets

Down

$50,878

Down $5,947 (-10%) from 2019

Net Assets

Down

$50,878

Down $5,947 (-10%) from 2019

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$50,846

Down $33,625 (-40%) from 2019

Expenses

Down

$56,793

Down $28,684 (-34%) from 2019

Net Income

Down

-$5,947

Down $4,941 (-491%) from 2019

Historical Trend

Balance Sheet Trend

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

2020

Assets$50,878
Liabilities-
Net Assets$50,878

Operations Trend

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

2020

Revenue$50,846
Expenses$56,793
Net Income-$5,947
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Nov 12, 2020
Return Version
2019v5.0
Gross Receipts
$110,157
Mission and Program Overview

Mission

Student & staff support for elementary school

Program Services

DescriptionGrantsExpenses
ART PROGRAM$21,852-
CURRICULUM SUPPORT FOR ELEMENTARY SCHOOL (LIBRARY, SCIENCE, COMPUTER & READING PROGRAMS)--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ERIN KAMINSKIInterim Pr & TrPT$0--
MARIA FROEHLESecretary & VPPT$0--
ADDIE BANDOWCommunications-$0--
SHADLEY PASTORVolunteers-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Turkey Trot$37,299$37,299$16,004$21,295
Carnival$19,274$19,274$14,815$4,459
Total Events$77,789$77,789$46,989$30,800
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
Christine Spenser
Title
Treasurer
Signed
2020-11-12
Discuss with paid preparer
Yes

Preparer

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

Additional Explanations

Other Expenses.1001

Advertising and Promotion $474

Other Expenses.1002

Office Expenses $2981

Other Expenses.1

ART STAFF $20632

Other Expenses.2

OTHER COSTS $7228

Other Expenses.3

Teacher reimbursement $7193

Other Expenses.4

MODERNIZATION $4094

Other Expenses.5

SCHOOL ENRICHMENT $3195

Other Expenses.6

DONOR THANK YOU $2853

Other Expenses.7

REST DON EXPENSE $2433

Other Expenses.8

STAFF APPRECIATION $1447

Other Expenses.9

ART SUPPLIES $1220

Other Expenses.10

FIELD TRIP SUBSIDY $1181

Other Expenses.11

ASSEMBLIES $750

Other Expenses.12

STUDENT AWARDS $138

Other Assets.1

MASCOT COSTUME - Beginning $2574 MASCOT COSTUME - Ending $2574

Raw XML Appendix194 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/OfficerDirectorTrusteeEmplGrp/TitleTxt3VOLUNTEERS
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IRS990EZ/OtherExpensesTotalAmt055819
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IRS990EZ/PrimaryExemptPurposeTxt0STUDENT & STAFF SUPPORT FOR ELEMENTARY SCHOOL
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0ART PROGRAM
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IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt021852
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IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
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IRS990EZ/TotalRevenueAmt050846
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
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IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Advertising and Promotion $474
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Expenses $2981
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ART STAFF $20632
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3OTHER COSTS $7228
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4TEACHER REIMBURSEMENT $7193
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5MODERNIZATION $4094
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6SCHOOL ENRICHMENT $3195
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7DONOR THANK YOU $2853
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8REST DON EXPENSE $2433
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9STAFF APPRECIATION $1447
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10ART SUPPLIES $1220
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11FIELD TRIP SUBSIDY $1181
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12ASSEMBLIES $750
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13STUDENT AWARDS $138
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14MASCOT COSTUME - Beginning $2574 MASCOT COSTUME - Ending $2574
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1002
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.2
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Other Assets.1
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CHRISTINE SPENSER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-12
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/PreparerFirmEIN0271230569
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JL 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/ReturnTs02020-11-12T11:47:16-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

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