Civic Intelligence

Alamos Elementary School PTO

990EZ • Fiscal year 2015 • EIN 45-3172596

Jul 01, 2014 to Jun 30, 2015 • Filed on Nov 06, 2015

38200 Pacific Park DrMurrieta, CA 92563

(951) 296-6760

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

55th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

55th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Net Margin

73rd percentile

17%

Higher net margin than 73% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

91st percentile

100%

Faster asset growth than 91% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

77th percentile

27%

Faster revenue growth than 77% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Assets

Up

$18,773

Up $9,396 (+100%) from 2014

Net Assets

Up

$18,773

Up $9,396 (+100%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue

Up

$56,661

Up $12,052 (+27%) from 2014

Expenses

Down

$47,265

Down $1,130 (-2.3%) from 2014

Net Income

Up

$9,396

Up $13,182 (+348%) from 2014

Historical Trend

Balance Sheet Trend

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

$20K$15K$10K$5.0K$0Assets 2013: $13,163Liabilities 2013: $0Net Assets 2013: $13,1632013Assets 2014: $9,377Liabilities 2014: $0Net Assets 2014: $9,3772014Assets 2015: $18,773Liabilities 2015: $0Net Assets 2015: $18,7732015Assets 2016: $16,802Liabilities 2016: $0Net Assets 2016: $16,8022016Assets 2017: $8,324Liabilities 2017: $0Net Assets 2017: $8,3242017Assets 2018: $9,445Liabilities 2018: $0Net Assets 2018: $9,4452018Assets 2019: $7,366Liabilities 2019: $0Net Assets 2019: $7,3662019Assets 2020: $13,871Liabilities 2020: $0Net Assets 2020: $13,8712020Assets 2021: $0Liabilities 2021: $0Net Assets 2021: $02021

Highlighted filing

2015

Assets$18,773
Liabilities$0
Net Assets$18,773

Operations Trend

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

$100K$50K$0-$50KRevenue 2013: $34,549Expenses 2013: $25,839Net Income 2013: $8,7102013Revenue 2014: $44,609Expenses 2014: $48,395Net Income 2014: -$3,7862014Revenue 2015: $56,661Expenses 2015: $47,265Net Income 2015: $9,3962015Revenue 2016: $73,314Expenses 2016: $75,285Net Income 2016: -$1,9712016Revenue 2017: $34,377Expenses 2017: $42,854Net Income 2017: -$8,4772017Revenue 2018: $88,478Expenses 2018: $87,357Net Income 2018: $1,1212018Revenue 2019: $60,999Expenses 2019: $63,078Net Income 2019: -$2,0792019Revenue 2020: $90,279Expenses 2020: $83,774Net Income 2020: $6,5052020Revenue 2021: $6,687Expenses 2021: $20,558Net Income 2021: -$13,8712021

Highlighted filing

2015

Revenue$56,661
Expenses$47,265
Net Income$9,396
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Nov 6, 2015
Return Version
2014v5.0
Gross Receipts
$92,109
Mission and Program Overview

Mission

Support and enhance the educational expe

Program Services

DescriptionGrantsExpenses
OUR ANNUAL CAMP OUT IS TO PROMOTE EDUCATION AND COMMUNITY INVOLVEMENT AMONGST OUR STUDENT PARENTS AND FACULTY MEMBERS--
OUR ANNUAL BOOK FAIR PROMOTES LITERACY AMONGST OUR STUDENTS AND ASSISTS THE SCHOOL LIBRARY IN ACCUMULATING NEW BOOKS--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
LESLIE STEELPresidentPT$0--
DIANE SAPIDASecretary-$0--
ERIKA RUBALCAVATreasurerbox Tops Chair-$0--
KRISTI ELMORECamp Outvolunteers ChairPT$0--
LISA HOBERGStudent Store ChairPT$0--
KATHY TONERTalent ChairPT$0--
SUMMER MERRYLEESMembershipauditor-$0--
JAMIE GOEBELFall Festival Chair-$0--
CHRISSY LANSINGPrincipal-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Catalog----
Spring Fundr----
Filing and Contact Details

Filer

Filer Name
Alamos Elementary School Pto
EIN
45-3172596
Address
38200 PACIFIC PARK DR, MURRIETA, CA 92563

Signing Officer

Name
Summer Merrylees
Title
Treasurer
Phone
9512966760
Signed
2015-11-06
Discuss with paid preparer
No

Preparer

Firm
Liberty Tax Service 7035
Address
30724 Benton Rd Suite C305, WINCHESTER, CA 92596-8470
Preparer
Jeff Cane
Phone
9519266200
Supplemental Narrative

Additional Explanations

Description of other revenue Part I line 8

Description amountinterest income 54escrip 130give with target 1,042

Description of other expenses Part I line 16

Description amountoperating expenses 4,052program expenses 43,076membership donations 137

Other program services Part III line 31

Primary exempt purpose cont. - the sprecific purpose of this corporation is to support and enhance the educational experiences of alamos elementary school students by providing an organization through which parents, school, and teachers may work cooperatively, and to provide financial support for programs outside of the annual school budget.

Raw XML Appendix185 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0ERIKA RUBALCAVA
IRS990EZ/BooksInCareOfDetail/PhoneNum09512966760
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt037250 HARVEST DRIVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0MURRIETA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092563
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt09377
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt018773
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt01535
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt09396
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt09377
IRS990EZ/Form990TotalAssetsGrp/EOYAmt018773
IRS990EZ/FundraisingGrossIncomeAmt060901
IRS990EZ/GrossReceiptsAmt092109
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt09377
IRS990EZ/NetAssetsOrFundBalancesEOYAmt018773
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt09377
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt018773
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt13.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt35.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt45.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt55.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt61.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt72.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt81.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0LESLIE STEEL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DIANE SAPIDA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ERIKA RUBALCAVA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3KRISTI ELMORE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4LISA HOBERG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5KATHY TONER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6SUMMER MERRYLEES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7JAMIE GOEBEL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8CHRISSY LANSING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURERBOX TOPS CHAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3CAMP OUTVOLUNTEERS CHAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4STUDENT STORE CHAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5TALENT CHAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6MEMBERSHIPAUDITOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7FALL FESTIVAL CHAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8PRINCIPAL
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt047265
IRS990EZ/OtherRevenueTotalAmt01226
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SUPPORT AND ENHANCE THE EDUCATIONAL EXPE
IRS990EZ/ProgramServiceRevenueAmt028447
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0OUR ANNUAL CAMP OUT IS TO PROMOTE EDUCATION AND COMMUNITY INVOLVEMENT AMONGST OUR STUDENT PARENTS AND FACULTY MEMBERS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1OUR ANNUAL BOOK FAIR PROMOTES LITERACY AMONGST OUR STUDENTS AND ASSISTS THE SCHOOL LIBRARY IN ACCUMULATING NEW BOOKS
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt035448
IRS990EZ/SpecialEventsNetIncomeLossAmt025453
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt047265
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt056661
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt092109
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt061157
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt044472
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt032620
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0230358
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt054
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt057
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt036
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt020
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0167
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt054
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt057
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt036
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt020
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0167
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportTotal509Amt0230358
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt092109
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt061157
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt044472
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt032620
IRS990ScheduleA/Total509Grp/TotalAmt0230358
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt092163
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt061214
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt044508
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt032640
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0230525
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0CATALOG
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0SPRING FUNDR
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt012
IRS990ScheduleG/InPersonSolicitationsInd0X
IRS990ScheduleG/LicensedStatesCd0CA
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION AMOUNTINTEREST INCOME 54ESCRIP 130GIVE WITH TARGET 1,042
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION AMOUNTOPERATING EXPENSES 4,052PROGRAM EXPENSES 43,076MEMBERSHIP DONATIONS 137
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PRIMARY EXEMPT PURPOSE CONT. - THE SPRECIFIC PURPOSE OF THIS CORPORATION IS TO SUPPORT AND ENHANCE THE EDUCATIONAL EXPERIENCES OF ALAMOS ELEMENTARY SCHOOL STUDENTS BY PROVIDING AN ORGANIZATION THROUGH WHICH PARENTS, SCHOOL, AND TEACHERS MAY WORK COOPERATIVELY, AND TO PROVIDE FINANCIAL SUPPORT FOR PROGRAMS OUTSIDE OF THE ANNUAL SCHOOL BUDGET.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other revenue Part I line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other program services Part III line 31
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0SUMMER MERRYLEES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09512966760
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-11-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ALAMOS ELEMENTARY SCHOOL PTO
ReturnHeader/Filer/BusinessNameControlTxt0ALAM
ReturnHeader/Filer/EIN0453172596
ReturnHeader/Filer/USAddress/AddressLine1Txt038200 PACIFIC PARK DR
ReturnHeader/Filer/USAddress/CityNm0MURRIETA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092563
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0464413614
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Liberty Tax Service 7035
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt030724 Benton Rd Suite C305
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WINCHESTER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0925968470
ReturnHeader/PreparerPersonGrp/PhoneNum09519266200
ReturnHeader/PreparerPersonGrp/PreparationDt02015-11-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jeff Cane
ReturnHeader/ReturnTs02015-11-06T12:10:47-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings