Civic Intelligence

Palm Desert Middle School P T O

990EZ • Fiscal year 2020 • EIN 33-0952592

Jan 01, 2020 to Dec 31, 2020 • Filed on Jul 07, 2021

Organization ProfileN/A
74200 Rutledge WayPalm Desert, CA 92260

(760) 776-8448

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

1st percentile

-1312%

Higher net margin than 1% 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

10th percentile

-45%

Faster asset growth than 10% of similar nonprofits.

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

Revenue Growth

4th percentile

-95%

Faster revenue growth than 4% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$34,667

Down $27,817 (-45%) from 2019

Net Assets

Down

$34,667

Down $27,817 (-45%) from 2019

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin1st percentile

Revenue

Down

$2,120

Down $42,043 (-95%) from 2019

Expenses

Down

$29,937

Down $4,582 (-13%) from 2019

Net Income

Down

-$27,817

Down $37,461 (-388%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth10th percentile

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

$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

2020

Assets$34,667
Liabilities-
Net Assets$34,667
Open 2020 Filing

Operations Trend

Revenue Growth4th percentile

Revenue, expenses, and net income across loaded years, with this 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

2020

Revenue$2,120
Expenses$29,937
Net Income-$27,817
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Jul 7, 2021
Return Version
2020v4.0
Gross Receipts
$15,372
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
Provided textbooks, library books and athletic equipment to the Palm Desert Charter Middle School$28,785-
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Michelle StansfieldPresident-$0--
Chandra AgostiniVice President-$0--
Emily CheleySecretary-$0--
Jessica WongTreasurer-$0--
Marirose SmithTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Palm Desert Middle School PTO
EIN
33-0952592
Phone
7607768448
Address
74200 Rutledge Way, Palm Desert, CA 92260

Signing Officer

Name
Marirose Smith
Title
Treasurer
Signed
2021-07-07
Discuss with paid preparer
Yes

Preparer

Firm
Thomas E Vineyard & Associates
Address
72650 Fred Waring Dr Suite A 201, Palm Desert, CA 92260
Preparer
Thomas E Vineyard
Phone
7603469729
Supplemental Narrative

Additional Explanations

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

“| 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: $28785”

Other Expenses.1002

“Office Expenses $170”

Other Expenses.1012

“Insurance $370”

Other Expenses.1

“Regulatory Fees $25”

Other Expenses.2

“Bank Fees $12”

Raw XML Appendix167 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/PhoneNum07609895300
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Palm Desert
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092260
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IRS990EZ/ContributionsGiftsGrantsEtcAmt011653
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IRS990EZ/DonorAdvisedFndsInd0false
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IRS990EZ/ExcessOrDeficitForYearAmt0-27817
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0575
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IRS990EZ/InfoInScheduleOPartIInd0X
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IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Michelle Stansfield
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Chandra Agostini
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Emily Cheley
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Jessica Wong
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Marirose Smith
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt0577
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0The organization provides text books, athletic equipment and student recognition for the Palm Desert Charter Middle School
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Provided textbooks, library books and athletic equipment to the Palm Desert Charter Middle School
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt028785
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt013252
IRS990EZ/SpecialEventsNetIncomeLossAmt0-9533
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt029937
IRS990EZ/TotalProgramServiceExpensesAmt028785
IRS990EZ/TotalRevenueAmt02120
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt010000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt04432
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt04780
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt01984
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt03765
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt024961
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt03719
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt064200
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt069387
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt069280
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt063303
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0269889
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0294850
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt013719
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt068632
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt074167
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt071264
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt067068
IRS990ScheduleA/Total509Grp/TotalAmt0294850
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt013719
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt068632
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt074167
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt071264
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt067068
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0294850
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| 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: $28785
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Expenses $170
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Insurance $370
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Regulatory Fees $25
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Bank Fees $12
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1002
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.2
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Marirose Smith
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-07-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Palm Desert Middle School PTO
ReturnHeader/Filer/BusinessNameControlTxt0PALM
ReturnHeader/Filer/EIN0330952592
ReturnHeader/Filer/PhoneNum07607768448
ReturnHeader/Filer/USAddress/AddressLine1Txt074200 Rutledge Way
ReturnHeader/Filer/USAddress/CityNm0Palm Desert
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092260
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0562317769
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Thomas E Vineyard & Associates
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt072650 Fred Waring Dr Suite A 201
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Palm Desert
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092260
ReturnHeader/PreparerPersonGrp/PhoneNum07603469729
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Thomas E Vineyard
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02021-07-16T17:11:33-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Marirose
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Smith
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$34,667
Liabilities
-
Net assets
$34,667
Revenue
$2,120
Expenses
$29,937
Net income
-$27,817
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