Civic Intelligence

Ladera Elementary School PTO

990EZ • Fiscal year 2014 • EIN 33-0966346

Jul 01, 2013 to Jun 30, 2014 • Filed on Nov 09, 2014

Organization ProfileN/A
2515 Rawlings Way92782

(714) 730-7505

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 2014

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2014

Net Margin

65th percentile

11%

Higher net margin than 65% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

64th percentile

12%

Faster asset growth than 64% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

64th percentile

12%

Faster revenue growth than 64% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$105,427

Up $10,906 (+12%) from 2013

Net Assets

Up

$105,427

Up $10,906 (+12%) from 2013

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin65th percentile

Revenue

Up

$102,295

Up $10,855 (+12%) from 2013

Expenses

Up

$91,389

Up $5,273 (+6.1%) from 2013

Net Income

Up

$10,906

Up $5,582 (+105%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth64th percentile

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

$200K$150K$100K$50K$0Assets 2012: $89,197Net Assets 2012: $89,1972012Assets 2013: $94,521Net Assets 2013: $94,5212013Assets 2014: $105,427Net Assets 2014: $105,4272014Assets 2015: $121,852Net Assets 2015: $121,8522015Assets 2016: $129,817Net Assets 2016: $129,8172016Assets 2025: $169,953Liabilities 2025: $12,508Net Assets 2025: $157,4452025

Highlighted filing

2014

Assets$105,427
Liabilities-
Net Assets$105,427
Open 2014 Filing

Operations Trend

Revenue Growth64th percentile

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

$200K$100K$0-$100KRevenue 2012: $85,213Expenses 2012: $100,275Net Income 2012: -$15,0622012Revenue 2013: $91,440Expenses 2013: $86,116Net Income 2013: $5,3242013Revenue 2014: $102,295Expenses 2014: $91,389Net Income 2014: $10,9062014Revenue 2015: $106,574Expenses 2015: $90,149Net Income 2015: $16,4252015Revenue 2016: $104,597Expenses 2016: $96,632Net Income 2016: $7,9652016Revenue 2025: $141,430Expenses 2025: $182,713Net Income 2025: -$41,2832025

Highlighted filing

2014

Revenue$102,295
Expenses$91,389
Net Income$10,906
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Nov 9, 2014
Return Version
2013v3.1
Gross Receipts
$116,903
Mission and Program Overview

Mission

Support students and teachers at ladera elementary school

Program Services

DescriptionGrantsExpenses
PROVIDE EXTRA LEARNING MATERIALS AND EDUCATION ENHANCEMENTS FOR STUDENTS AND CHILDRES AT LADERA ELEMENTARY SCHOOL-$91,389
Compensation and Service Providers
Top Officer Pay74th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CARMEL COXCo PresidentPT$0--
KAREN SISSONCo PresidentPT$0--
AMY HICKSSecretary-$0--
JIM DILELLIOTreasurer-$0--
PAM DANILEFinancial Secretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$46,773$46,773$12,376$34,397
Event 2$10,699$10,699$2,230$8,469
Total Events$57,472$57,472$14,606$42,866
Filing and Contact Details

Filer

EIN
33-0966346
Phone
7147307505

Signing Officer

Name
Jim Dilelio
Title
Treasurer
Phone
7147307505
Signed
2014-11-09

Preparer

Preparer
Donald G Berkheimer
Phone
7148383688
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 16

“Art masters 4544. Assemblies 6620. Library 2700. Technology 7235. Field trips 1382. Promotion 1495. Enrichment materials 3184. Pace 1125. Teacher appreciation 2104. Teacher supplies 4591. Common core materials 1844. Other 8157.”

Raw XML Appendix166 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/TitleTxt4FINANCIAL SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt044981
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SUPPORT STUDENTS AND TEACHERS AT LADERA ELEMENTARY SCHOOL
IRS990EZ/ProgramServiceRevenueAmt00
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt091389
IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/SalariesOtherCompEmplBnftAmt046408
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
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IRS990EZ/SpecialEventsNetIncomeLossAmt046612
IRS990EZ/SubjectToProxyTaxInd0false
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IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt055581
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt024720
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IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0362
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0756
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt061220
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt040759
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ART MASTERS 4544. ASSEMBLIES 6620. LIBRARY 2700. TECHNOLOGY 7235. FIELD TRIPS 1382. PROMOTION 1495. ENRICHMENT MATERIALS 3184. PACE 1125. TEACHER APPRECIATION 2104. TEACHER SUPPLIES 4591. COMMON CORE MATERIALS 1844. OTHER 8157.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 16
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JIM DILELIO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07147307505
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-11-09
ReturnHeader/Filer/BusinessName/BusinessNameLine10LADERA ELEMENTARY SCHOOL PTO
ReturnHeader/Filer/BusinessNameControlTxt0LADE
ReturnHeader/Filer/EIN0330966346
ReturnHeader/Filer/PhoneNum07147307505
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ReturnHeader/Filer/USAddress/City0TUSTIN
ReturnHeader/Filer/USAddress/State0CA
ReturnHeader/Filer/USAddress/ZIPCode092782
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0CA
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ReturnHeader/PreparerPersonGrp/PhoneNum07148383688
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ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02014-11-09T20:19:40-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$105,427
Liabilities
-
Net assets
$105,427
Revenue
$102,295
Expenses
$91,389
Net income
$10,906
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.70$0.13$1.57$1.41$1.83$0.41
2016Detailed filing. Detailed filing data is available for this year.$1.30$1.30$1.05$0.97$0.08
2015Detailed filing. Detailed filing data is available for this year.$1.22$1.22$1.07$0.90$0.16
2014Detailed filing. Detailed filing data is available for this year.$1.05$1.05$1.02$0.91$0.11
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.95$0.95$0.91$0.86$0.05
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.89$0.89$0.85$1.00$0.15