Civic Intelligence

Alamos Elementary School PTO

990EZ • Fiscal year 2016 • EIN 45-3172596

Jul 01, 2015 to Jun 30, 2016 • Filed on Oct 26, 2016

Organization Profile
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

56th percentile

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

55th percentile

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

34th percentile

-2.7%

Higher net margin than 34% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

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.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

28th percentile

-10%

Faster asset growth than 28% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

79th percentile

29%

Faster revenue growth than 79% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets56th percentile

Assets

Down

$16,802

Down $1,971 (-10%) from 2015

Net Assets

Down

$16,802

Down $1,971 (-10%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin34th percentile

Revenue

Up

$73,314

Up $16,653 (+29%) from 2015

Expenses

Up

$75,285

Up $28,020 (+59%) from 2015

Net Income

Down

-$1,971

Down $11,367 (-121%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth28th percentile

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

2016

Assets$16,802
Liabilities$0
Net Assets$16,802
Open 2016 Filing

Operations Trend

Revenue Growth79th percentile

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

2016

Revenue$73,314
Expenses$75,285
Net Income-$1,971
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Oct 26, 2016
Return Version
2015v2.1
Gross Receipts
$113,669
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
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BRITTANY SCHNEIDERSecretaryPT$0--
SUMMER MERRYLESSTreasurer-$0--
KRISTI ELMOREPresidentPT$0--
LISA HOBERGStudent Store ChairPT$0--
KATHY TONERAuditor-$0--
JAMIE GOEBELFall Festival Chair-$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
2016-10-26
Discuss with paid preparer
No

Preparer

Firm
Out By Forty Inc
Address
30724 Benton Rd Suite C305, WINCHESTER, CA 92596-8470
Preparer
Jeff Cane
Phone
9519266200
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

“Description AmountOPERATING EXPENSES 5,977PROGRAM EXPENSES 69,157MEMBERSHIP DONATIONS 151”

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 Appendix168 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/PersonNm4KATHY TONER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5JAMIE GOEBEL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3STUDENT STORE CHAIR
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5FALL FESTIVAL CHAIR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt075285
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SUPPORT AND ENHANCE THE EDUCATIONAL EXPE
IRS990EZ/ProgramServiceRevenueAmt037195
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1OUR ANNUAL BOOK FAIR PROMOTES LITERACY AMONGST OUR STUDENTS AND ASSISTS THE SCHOOL LIBRARY IN ACCUMULATING NEW BOOKS
IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/SubjectToProxyTaxInd0false
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IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt075285
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IRS990EZ/TotalRevenueAmt073314
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IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0112969
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt061157
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0343327
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IRS990ScheduleA/InvestmentIncomeCYPct00.00000
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IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
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IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
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IRS990ScheduleG/InPersonSolicitationsInd0X
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountOPERATING EXPENSES 5,977PROGRAM EXPENSES 69,157MEMBERSHIP DONATIONS 151
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PRIMARY 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 expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other program services Part III line 31
ReturnHeader/BuildTS02017-02-10 21:41:12Z
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ReturnHeader/BusinessOfficerGrp/PhoneNum09512966760
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-10-26
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
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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/PreparationDt02016-10-26
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jeff Cane
ReturnHeader/ReturnTs02016-10-26T12:10:48-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$16,802
Liabilities
$0
Net assets
$16,802
Revenue
$73,314
Expenses
$75,285
Net income
-$1,971
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2021Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$6.69$20.6$13.9
2020Detailed filing. Detailed filing data is available for this year.$13.9$0.00$13.9$90.3$83.8$6.51
2019Detailed filing. Detailed filing data is available for this year.$7.37$0.00$7.37$61.0$63.1$2.08
2018Detailed filing. Detailed filing data is available for this year.$9.45$0.00$9.45$88.5$87.4$1.12
2017Detailed filing. Detailed filing data is available for this year.$8.32$0.00$8.32$34.4$42.9$8.48
2016Detailed filing. Detailed filing data is available for this year.$16.8$0.00$16.8$73.3$75.3$1.97
2015Detailed filing. Detailed filing data is available for this year.$18.8$0.00$18.8$56.7$47.3$9.40
2014Detailed filing. Detailed filing data is available for this year.$9.38$0.00$9.38$44.6$48.4$3.79
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$13.2$0.00$13.2$34.5$25.8$8.71