Civic Intelligence

Palm Desert Middle School PTO

EIN 33-0952592 • 501(c)3 • Palm Desert, CA

Profile

The organization provides text books, athletic equipment and student recognition for the Palm Desert Charter Middle School

74200 Rutledge WayPalm Desert, CA 92260

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2025

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2025

Net Margin

81st percentile

30%

Higher net margin than 81% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

78th percentile

23%

Faster asset growth than 78% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2025

Revenue Growth

89th percentile

75%

Faster revenue growth than 89% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2025

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$75,699

Up $23,262 (+44%) from 2024

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Up

$75,699

Up $23,262 (+44%) from 2024

Operations
Liabilities / RevenueScore unavailableNet Margin81st percentile

Revenue

Up

$78,478

Up $49,639 (+172%) from 2024

Expenses

Up

$55,216

Up $36,371 (+193%) from 2024

Net Income

Up

$23,262

Up $13,268 (+133%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth78th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$80K$60K$40K$20K$0Assets 2010: $41,829Liabilities 2010: $0Net Assets 2010: $41,8292010Assets 2011: $22,221Liabilities 2011: $0Net Assets 2011: $22,2212011Assets 2012: $31,377Liabilities 2012: $0Net Assets 2012: $31,3772012Assets 2013: $30,195Liabilities 2013: $0Net Assets 2013: $30,1952013Assets 2014: $43,476Liabilities 2014: $0Net Assets 2014: $43,4762014Assets 2015: $26,984Net Assets 2015: $26,9842015Assets 2016: $19,232Liabilities 2016: $0Net Assets 2016: $19,2322016Assets 2017: $27,602Liabilities 2017: $0Net Assets 2017: $27,6022017Assets 2018: $52,840Net Assets 2018: $52,8402018Assets 2019: $62,484Net Assets 2019: $62,4842019Assets 2020: $34,667Net Assets 2020: $34,6672020Assets 2021: $39,672Net Assets 2021: $39,6722021Assets 2022: $40,924Net Assets 2022: $40,9242022Assets 2024: $52,437Net Assets 2024: $52,4372024Assets 2025: $75,699Net Assets 2025: $75,6992025

Highlighted filing

2025

Assets$75,699
Liabilities-
Net Assets$75,699
Open 2025 Filing

Operations Trend

Revenue Growth89th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$100K$50K$0-$50KExpenses 2010: $38,9042010Expenses 2011: $48,5822011Expenses 2012: $63,9492012Revenue 2013: $46,497Expenses 2013: $47,648Net Income 2013: -$1,1512013Revenue 2014: $58,485Expenses 2014: $45,204Net Income 2014: $13,2812014Revenue 2015: $46,013Expenses 2015: $62,505Net Income 2015: -$16,4922015Revenue 2016: $40,711Expenses 2016: $48,463Net Income 2016: -$7,7522016Revenue 2017: $29,914Expenses 2017: $21,544Net Income 2017: $8,3702017Revenue 2018: $32,665Expenses 2018: $7,427Net Income 2018: $25,2382018Revenue 2019: $44,163Expenses 2019: $34,519Net Income 2019: $9,6442019Revenue 2020: $2,120Expenses 2020: $29,937Net Income 2020: -$27,8172020Revenue 2021: $16,973Expenses 2021: $11,968Net Income 2021: $5,0052021Revenue 2022: $14,648Expenses 2022: $13,396Net Income 2022: $1,2522022Revenue 2024: $28,839Expenses 2024: $18,845Net Income 2024: $9,9942024Revenue 2025: $78,478Expenses 2025: $55,216Net Income 2025: $23,2622025

Highlighted filing

2025

Revenue$78,478
Expenses$55,216
Net Income$23,262
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$75,699
Liabilities
-
Net assets
$75,699
Revenue
$78,478
Expenses
$55,216
Net income
$23,262
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$75.7$75.7$78.5$55.2$23.3
2024Detailed filing. Detailed filing data is available for this year.$52.4$52.4$28.8$18.8$9.99
2022Detailed filing. Detailed filing data is available for this year.$40.9$40.9$14.6$13.4$1.25
2021Detailed filing. Detailed filing data is available for this year.$39.7$39.7$17.0$12.0$5.01
2020Detailed filing. Detailed filing data is available for this year.$34.7$34.7$2.12$29.9$27.8
2019Detailed filing. Detailed filing data is available for this year.$62.5$62.5$44.2$34.5$9.64
2018Detailed filing. Detailed filing data is available for this year.$52.8$52.8$32.7$7.43$25.2
2017Detailed filing. Detailed filing data is available for this year.$27.6$0.00$27.6$29.9$21.5$8.37
2016Detailed filing. Detailed filing data is available for this year.$19.2$0.00$19.2$40.7$48.5$7.75
2015Detailed filing. Detailed filing data is available for this year.$27.0$27.0$46.0$62.5$16.5
2014Detailed filing. Detailed filing data is available for this year.$43.5$0.00$43.5$58.5$45.2$13.3
2013Detailed filing. Detailed filing data is available for this year.$30.2$0.00$30.2$46.5$47.6$1.15
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$31.4$0.00$31.4$63.9
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$22.2$0.00$22.2$48.6
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$41.8$0.00$41.8$38.9
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Nov 17, 2025
Return Version
2024v5.2
Gross Receipts
$93,649
Mission and Program Overview

Mission

The organization provides text books, athletic equipment and student recognition for the Palm Desert Charter Middle School

Program Services

DescriptionGrantsExpenses
PROVIDES TEXT BOOKS, LIBRARY BOOKS, ATHLETIC EQUIPMENT AND STUDENT RECOGNITION PROGRAMS, AND SUPPORTS SCHOOL ACTIVITIES AND ENRICHMENT PROGRAMS AT THE PALM DESERT CHARTER MIDDLE SCHOOL.$25,000$28,548
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ENISHA PARIMICo-President-$0--
VERONICA FLORESCo-President-$0--
IVETTE DELGADILLOVP-Membership-$0--
HEATHER GREENWOODVP-Fundraising-$0--
ELENA KEERANTreasurer-$0--
BLAIRE GILLERLAINSecretary-$0--
ALLY YORBAParliamentarian-$0--
VANESSA CAPRILLESSpanish Rep-$0--
ASHLEY TIMOE-Blast-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
General Fundraising$64,828$64,828$15,171$49,657
Total Events$64,828$64,828$15,171$49,657
Filing and Contact Details

Filer

Filer Name
Palm Desert Middle School Pto
EIN
33-0952592
Phone
7603602069
Address
74200 RUTLEDGE WAY, PALM DESERT, CA 92260

Signing Officer

Name
Whitney Lu
Title
CPA
Signed
2025-11-17
Discuss with paid preparer
Yes

Preparer

Firm
Remus Haste & Associates Cpas
Address
41-990 Cook Street Bldg C Ste 301, Palm Desert, CA 92211
Preparer
Whitney Lu CPA
Phone
7603602069
Supplemental Narrative

Additional Explanations

Grants and Similar Amounts Paid In Excess of $5,000.1

“Class of Activity: FIELD TRIPS & ACTIVITIES | Donee's Name: PALM DESERT MIDDLE SCHOOL | Donee's Address: 74200 RUTLEDGE WAY PALM DESERT CA 92260 | Relationship of Donee: PARENT TEACHER ORG/SCHOOL | Cash Amount Given: $25000”

Other Expenses.1002

“Office Expenses $44”

Other Expenses.1012

“Insurance $370”

Other Expenses.1

“Author's visit event $11268”

Other Expenses.2

“8th grade promotion expense $10483”

Other Expenses.3

“Recognition programs & events $6318”

Other Expenses.4

“PROGRAM SUPPLIES $479”

Other Expenses.5

“Dues & subscriptions $459”

Raw XML Appendix195 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/TitleTxt4Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Secretary
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7SPANISH REP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8E-BLAST
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt029421
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0THE ORGANIZATION PROVIDES TEXT BOOKS, ATHLETIC EQUIPMENT AND STUDENT RECOGNITION FOR THE PALM DESERT CHARTER MIDDLE SCHOOL
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IRS990EZ/SubjectToProxyTaxInd0false
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IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
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IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Class of Activity: FIELD TRIPS & ACTIVITIES | Donee's Name: PALM DESERT MIDDLE SCHOOL | Donee's Address: 74200 RUTLEDGE WAY PALM DESERT CA 92260 | Relationship of Donee: PARENT TEACHER ORG/SCHOOL | Cash Amount Given: $25000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Expenses $44
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Insurance $370
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3AUTHOR'S VISIT EVENT $11268
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt48TH GRADE PROMOTION EXPENSE $10483
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5RECOGNITION PROGRAMS & EVENTS $6318
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6PROGRAM SUPPLIES $479
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7DUES & SUBSCRIPTIONS $459
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0WHITNEY LU
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CPA
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PALM DESERT MIDDLE SCHOOL PTO
ReturnHeader/Filer/BusinessNameControlTxt0PALM
ReturnHeader/Filer/EIN0330952592
ReturnHeader/Filer/PhoneNum07603602069
ReturnHeader/Filer/USAddress/AddressLine1Txt074200 RUTLEDGE WAY
ReturnHeader/Filer/USAddress/CityNm0PALM DESERT
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0330946965
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0REMUS HASTE & ASSOCIATES CPAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt041-990 Cook Street Bldg C Ste 301
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Palm Desert
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092211
ReturnHeader/PreparerPersonGrp/PhoneNum07603602069
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0WHITNEY LU CPA
ReturnHeader/ReturnTs02025-11-17T11:05:49-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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