Civic Intelligence

Hidden Valley PTO Inc.

990EZ • Fiscal year 2023 • EIN 46-0608637

Aug 01, 2022 to Jul 31, 2023 • Filed on Mar 21, 2024

Organization ProfileN/A
46 Green Valley CourtSan Anselmo, CA 94960

(415) 488-7721

Siviq Scores

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

Liabilities / Assets

81st percentile

0.12x

Higher debt load relative to assets than 81% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

88th percentile

0.23x

Higher debt load relative to revenue than 88% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

58th percentile

7.7%

Higher net margin than 58% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

56th percentile

4.3%

Faster asset growth than 56% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

64th percentile

18%

Faster revenue growth than 64% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets81st percentile

Assets

Up

$125,029

Up $5,153 (+4.3%) from 2022

Net Assets

Up

$109,793

Up $5,020 (+4.8%) from 2022

Liabilities

Up

$15,236

Up $133 (+0.9%) from 2022

Revenue And Expenses
Liabilities / Revenue88th percentileNet Margin58th percentile

Revenue

Up

$65,470

Up $9,957 (+18%) from 2022

Expenses

Up

$60,450

Up $25,702 (+74%) from 2022

Net Income

Down

$5,020

Down $15,745 (-76%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth56th percentile

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

$150K$100K$50K$0Assets 2013: $62,234Liabilities 2013: $15,6722013Assets 2014: $92,765Liabilities 2014: $17,2132014Assets 2015: $110,333Liabilities 2015: $19,425Net Assets 2015: $90,9082015Assets 2016: $90,635Liabilities 2016: $20,001Net Assets 2016: $70,6342016Assets 2017: $100,782Liabilities 2017: $22,680Net Assets 2017: $78,1022017Assets 2018: $89,923Liabilities 2018: $24,392Net Assets 2018: $65,5312018Assets 2019: $80,737Liabilities 2019: $26,7562019Assets 2020: $110,417Liabilities 2020: $27,2922020Assets 2021: $102,022Liabilities 2021: $18,918Net Assets 2021: $83,1042021Assets 2022: $119,876Liabilities 2022: $15,103Net Assets 2022: $104,7732022Assets 2023: $125,029Liabilities 2023: $15,236Net Assets 2023: $109,7932023Assets 2024: $125,308Liabilities 2024: $14,137Net Assets 2024: $111,1712024

Highlighted filing

2023

Assets$125,029
Liabilities$15,236
Net Assets$109,793
Open 2023 Filing

Operations Trend

Revenue Growth64th percentile

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

$100K$50K$0-$50KRevenue 2013: $57,635Expenses 2013: $40,275Net Income 2013: $17,3602013Revenue 2014: $84,854Expenses 2014: $55,864Net Income 2014: $28,9902014Revenue 2015: $79,701Expenses 2015: $64,345Net Income 2015: $15,3562015Revenue 2016: $75,667Expenses 2016: $96,042Net Income 2016: -$20,3752016Revenue 2017: $71,769Expenses 2017: $64,301Net Income 2017: $7,4682017Revenue 2018: $64,605Expenses 2018: $77,176Net Income 2018: -$12,5712018Revenue 2019: $63,301Expenses 2019: $74,851Net Income 2019: -$11,5502019Revenue 2020: $54,969Expenses 2020: $25,825Net Income 2020: $29,1442020Revenue 2021: $37,184Expenses 2021: $37,205Net Income 2021: -$212021Revenue 2022: $55,513Expenses 2022: $34,748Net Income 2022: $20,7652022Revenue 2023: $65,470Expenses 2023: $60,450Net Income 2023: $5,0202023Revenue 2024: $66,213Expenses 2024: $64,835Net Income 2024: $1,3782024

Highlighted filing

2023

Revenue$65,470
Expenses$60,450
Net Income$5,020
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2022 to Jul 31, 2023
Signed
Mar 21, 2024
Return Version
2022v5.0
Gross Receipts
$71,195
Mission and Program Overview

Mission

Promote parentschool interaction

Fund parent, student and teacher activities

Program Services

DescriptionGrantsExpenses
Fund parent, student and teacher activities.$58,899$58,899
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Dawn MayerTreasurer-$0--
Gina DavisSecretary-$0--
Jill NailPresident-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fun Run$69,548$69,548$5,291$64,257
Total Events$69,548$69,548$5,291$64,257
Filing and Contact Details

Filer

Filer Name
Hidden Valley PTO
EIN
46-0608637
Phone
4154887721
Address
46 Green Valley Court, San Anselmo, CA 94960

Signing Officer

Name
Dawn Mayer
Title
Treasurer
Signed
2024-03-21
Discuss with paid preparer
Yes

Preparer

Firm
Eva T Holm CPA
Address
26 Jordan Avenue, San Anselmo, CA 94960
Preparer
Eva T Holm
Phone
4152970752
Supplemental Narrative

Additional Explanations

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

“| Donee's Name: Hidden Valley Elementary School | Donee's Address: 46 Green Valley Court San Anselmo CA 94960 | Cash Amount Given: $58899”

Other Expenses.1

“PTO expenditures $720”

Other Expenses.2

“Website $681”

Other Expenses.3

“Licenses & fees $71”

Other Expenses.4

“Office supplies $60”

Other Expenses.5

“Postage $19”

Total Liabilities.1

“Restricted funds payable - Beginning $15103 Restricted funds payable - Ending $15236”

Raw XML Appendix169 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/PhoneNum04154887721
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt046 Green Valley Court
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0San Anselmo
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd094960
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0119876
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0125029
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IRS990EZ/CostOfGoodsSoldAmt00
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IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
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IRS990EZ/GrantsAndSimilarAmountsPaidAmt058899
IRS990EZ/GrossReceiptsAmt071195
IRS990EZ/InfoInScheduleOPartIIInd0X
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IRS990EZ/InvestmentIncomeAmt068
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0104773
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Dawn Mayer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Gina Davis
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Jill Nail
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2President
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt01551
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Fund parent, student and teacher activities
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Fund parent, student and teacher activities.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt058899
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt058899
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt05725
IRS990EZ/SpecialEventsNetIncomeLossAmt063998
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt015103
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt015236
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt060450
IRS990EZ/TotalProgramServiceExpensesAmt058899
IRS990EZ/TotalRevenueAmt065470
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt01404
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt01484
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt01313
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt02540
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt02200
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt08941
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt068
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt013
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt011
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt038
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt044
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0174
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.98090
IRS990ScheduleA/PublicSupportPY170Pct00.98580
IRS990ScheduleA/PublicSupportTotal170Amt08941
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt01404
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt01484
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt02540
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt02200
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt08941
IRS990ScheduleA/TotalSupportAmt09115
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt05291
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Fun Run
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt069548
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt069548
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt069548
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt069548
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt064257
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt05291
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt05291
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Donee's Name: Hidden Valley Elementary School | Donee's Address: 46 Green Valley Court San Anselmo CA 94960 | Cash Amount Given: $58899
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PTO expenditures $720
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Website $681
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Licenses & fees $71
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Office supplies $60
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Postage $19
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Restricted funds payable - Beginning $15103 Restricted funds payable - Ending $15236
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Total Liabilities.1
ReasonableCauseExplanation/ExplanationTxt0This return was due originally on 12/15/23. The extended due date would have been 06/15/24. As tax preparer, I was responsible for filing the extension. I converted to Lacerte software for the 2022 tax year so this was my first tax year with Lacerte for this client. I previously used Drake tax software and Lacerte did not convert any tax files over for exempt organizations. I only file a handful of 990s and missed setting this up in Lacerte in time to file the extension. I realzied my error when I went to file the return now. 2023 was also a challenging year for me here in California with the extensions being automatic through to November. I have a small practice and am the only tax preparer. Please accept this as reasonable cause for this tax year. Thank you.
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Dawn Mayer
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-03-21
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Hidden Valley PTO
ReturnHeader/Filer/BusinessNameControlTxt0HIDD
ReturnHeader/Filer/EIN0460608637
ReturnHeader/Filer/PhoneNum04154887721
ReturnHeader/Filer/USAddress/AddressLine1Txt046 Green Valley Court
ReturnHeader/Filer/USAddress/CityNm0San Anselmo
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094960
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0880831235
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Eva T Holm CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt026 Jordan Avenue
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0San Anselmo
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094960
ReturnHeader/PreparerPersonGrp/PhoneNum04152970752
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Eva T Holm
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02024-03-22T16:40:29-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Dawn
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Mayer
ReturnHeader/TaxPeriodBeginDt02022-08-01
ReturnHeader/TaxPeriodEndDt02023-07-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$125,029
Liabilities
$15,236
Net assets
$109,793
Revenue
$65,470
Expenses
$60,450
Net income
$5,020
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.25$0.14$1.11$0.66$0.65$0.01
2023Detailed filing. Detailed filing data is available for this year.$1.25$0.15$1.10$0.65$0.60$0.05
2022Detailed filing. Detailed filing data is available for this year.$1.20$0.15$1.05$0.56$0.35$0.21
2021Detailed filing. Detailed filing data is available for this year.$1.02$0.19$0.83$0.37$0.37$0.00
2020Summary only. Only limited summary data is available for this year.$1.10$0.27$0.55$0.26$0.29
2019Summary only. Only limited summary data is available for this year.$0.81$0.27$0.63$0.75$0.12
2018Detailed filing. Detailed filing data is available for this year.$0.90$0.24$0.66$0.65$0.77$0.13
2017Detailed filing. Detailed filing data is available for this year.$1.01$0.23$0.78$0.72$0.64$0.07
2016Detailed filing. Detailed filing data is available for this year.$0.91$0.20$0.71$0.76$0.96$0.20
2015Detailed filing. Detailed filing data is available for this year.$1.10$0.19$0.91$0.80$0.64$0.15
2014Summary only. Only limited summary data is available for this year.$0.93$0.17$0.85$0.56$0.29
2013Summary only. Only limited summary data is available for this year.$0.62$0.16$0.58$0.40$0.17