Civic Intelligence

Golden View PTO Inc.

990EZ • Fiscal year 2016 • EIN 47-1697877

Sep 01, 2015 to Aug 31, 2016 • Filed on Mar 25, 2017

Organization ProfileN/A
17251 Golden View LaneHuntington Beach, CA 92647

(714) 330-0681

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 2016

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2016

Net Margin

81st percentile

25%

Higher net margin than 81% 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

81st percentile

39%

Faster asset growth than 81% of similar nonprofits.

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

Revenue Growth

83rd percentile

40%

Faster revenue growth than 83% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$59,250

Up $16,477 (+39%) from 2015

Net Assets

Up

$59,250

Up $16,477 (+39%) from 2015

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin81st percentile

Revenue

Up

$36,921

Up $10,486 (+40%) from 2015

Expenses

Down

$27,809

Down $5,252 (-16%) from 2015

Net Income

Up

$9,112

Up $15,738 (+238%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth81st percentile

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

$80K$60K$40K$20K$0Assets 2014: $45,495Liabilities 2014: $02014Assets 2015: $42,773Net Assets 2015: $42,7732015Assets 2016: $59,250Net Assets 2016: $59,2502016Assets 2017: $55,197Net Assets 2017: $55,1972017Assets 2018: $60,066Net Assets 2018: $60,0662018Assets 2019: $33,213Net Assets 2019: $33,2132019Assets 2020: $17,575Net Assets 2020: $17,5752020Assets 2021: $21,906Net Assets 2021: $21,9062021Assets 2022: $24,895Net Assets 2022: $24,8952022Assets 2023: $29,174Net Assets 2023: $29,1742023Assets 2024: $26,216Net Assets 2024: $26,2162024Assets 2025: $8,329Net Assets 2025: $8,3292025

Highlighted filing

2016

Assets$59,250
Liabilities-
Net Assets$59,250
Open 2016 Filing

Operations Trend

Revenue Growth83rd percentile

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

$100K$50K$0-$50KRevenue 2014: $45,495Expenses 2014: $0Net Income 2014: $45,4952014Revenue 2015: $26,435Expenses 2015: $33,061Net Income 2015: -$6,6262015Revenue 2016: $36,921Expenses 2016: $27,809Net Income 2016: $9,1122016Revenue 2017: $33,699Expenses 2017: $37,752Net Income 2017: -$4,0532017Revenue 2018: $43,628Expenses 2018: $38,759Net Income 2018: $4,8692018Revenue 2019: $15,900Expenses 2019: $42,322Net Income 2019: -$26,4222019Revenue 2020: -$489Expenses 2020: $15,149Net Income 2020: -$15,6382020Revenue 2021: $15,879Expenses 2021: $11,378Net Income 2021: $4,5012021Revenue 2022: $64,301Expenses 2022: $61,832Net Income 2022: $2,4692022Revenue 2023: $66,112Expenses 2023: $61,833Net Income 2023: $4,2792023Revenue 2024: $53,758Expenses 2024: $56,716Net Income 2024: -$2,9582024Revenue 2025: $55,990Expenses 2025: $73,877Net Income 2025: -$17,8872025

Highlighted filing

2016

Revenue$36,921
Expenses$27,809
Net Income$9,112
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2015 to Aug 31, 2016
Signed
Mar 25, 2017
Return Version
2015v3.0
Gross Receipts
$74,512
Mission and Program Overview

Mission

Support for the Golden View Elementary School as a parent-teacher organization.

Program Services

DescriptionGrantsExpenses
PROVIDE SEED MONEY FOR FIELD TRIPS, ASSEMBLIES, LECTURERS, TRANSPORTATION FOR STUDENTS.$12,565$12,565
NUMBER OF OTHER EVENTS FOR STUDENTS$8,383$8,383
PROVIDE FUNDING FOR TEACHERS TO BE ABLE TO PROVIDE A BETTER EDUCATION FOR THE STUDENTS$3,696$3,696
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JODIE MERKLEPresident-$0--
JENNIFER BLEDSOESecretary-$0--
CINDY LUKASTreasurer-$0--
ANDREW LOTHIAN2nd Vice President-$0--
ALEXANDRA UMLASVice President-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fall Fundraiser$12,997$12,997$7,170$5,827
Year End Party$8,615$8,615-$8,615
Total Events$26,990$26,990$12,513$14,477
Filing and Contact Details

Filer

Filer Name
Golden View Pto Inc
EIN
47-1697877
Phone
7143300681
Address
17251 Golden View Lane, Huntington Beach, CA 92647

Signing Officer

Name
Jelena Carlson
Title
Treasurer
Phone
7143300681
Signed
2017-03-25

Preparer

Firm
Endo Associates
Address
6191 JEAN DR, HUNTINGTON BEACH, CA 92647
Preparer
Eugene K Endo
Phone
7143777982
Raw XML Appendix156 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/BenefitsPaidToOrForMembersAmt024644
IRS990EZ/BooksInCareOfDetail/PersonNm0JELENA CARLSON
IRS990EZ/BooksInCareOfDetail/PhoneNum07142901277
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt017251 Golden View Lane
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Huntington Beach
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092647
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt050138
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt059250
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IRS990EZ/ContributionsGiftsGrantsEtcAmt0434
IRS990EZ/CostOfGoodsSoldAmt017922
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt09112
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0625
IRS990EZ/FiledScheduleAInd0false
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt050138
IRS990EZ/Form990TotalAssetsGrp/EOYAmt059250
IRS990EZ/FundraisingGrossIncomeAmt043379
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt07620
IRS990EZ/GrossReceiptsAmt074512
IRS990EZ/GrossSalesOfInventoryAmt025542
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt05157
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt050138
IRS990EZ/NetAssetsOrFundBalancesEOYAmt059250
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt050138
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt059250
IRS990EZ/OccupancyRentUtltsAndMaintAmt02540
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt24.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt42.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JODIE MERKLE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JENNIFER BLEDSOE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2CINDY LUKAS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ANDREW LOTHIAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4ALEXANDRA UMLAS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt32nd Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Vice President
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Support for the Golden View Elementary School as a parent-teacher organization.
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDE FUNDING FOR TEACHERS TO BE ABLE TO PROVIDE A BETTER EDUCATION FOR THE STUDENTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1PROVIDE SEED MONEY FOR FIELD TRIPS, ASSEMBLIES, LECTURERS, TRANSPORTATION FOR STUDENTS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2NUMBER OF OTHER EVENTS FOR STUDENTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt03696
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt112565
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt28383
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt03696
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt112565
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt28383
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt019669
IRS990EZ/SpecialEventsNetIncomeLossAmt023710
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt027809
IRS990EZ/TotalProgramServiceExpensesAmt024644
IRS990EZ/TotalRevenueAmt036921
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt05591
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt05475
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt011066
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt068921
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt059947
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0128868
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct00
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt0139934
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt074512
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt065422
IRS990ScheduleA/Total509Grp/TotalAmt0139934
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0139934
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt012513
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0FALL FUNDRAISER
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0YEAR END PARTY
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent2Amt02447
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt02447
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt012997
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt08615
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt05378
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt012997
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt08615
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt05378
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt026990
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt014477
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesOtherEventsAmt02896
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt02896
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt07170
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt07170
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JELENA CARLSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07143300681
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-03-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0GOLDEN VIEW PTO INC
ReturnHeader/Filer/BusinessNameControlTxt0GOLD
ReturnHeader/Filer/EIN0471697877
ReturnHeader/Filer/PhoneNum07143300681
ReturnHeader/Filer/USAddress/AddressLine1Txt017251 Golden View Lane
ReturnHeader/Filer/USAddress/CityNm0Huntington Beach
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092647
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ENDO ASSOCIATES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt06191 JEAN DR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HUNTINGTON BEACH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092647
ReturnHeader/PreparerPersonGrp/PhoneNum07143777982
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0EUGENE K ENDO
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02017-03-25T17:11:03-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-09-01
ReturnHeader/TaxPeriodEndDt02016-08-31
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
$59,250
Liabilities
-
Net assets
$59,250
Revenue
$36,921
Expenses
$27,809
Net income
$9,112
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$8.33$8.33$56.0$73.9$17.9
2024Detailed filing. Detailed filing data is available for this year.$26.2$26.2$53.8$56.7$2.96
2023Detailed filing. Detailed filing data is available for this year.$29.2$29.2$66.1$61.8$4.28
2022Detailed filing. Detailed filing data is available for this year.$24.9$24.9$64.3$61.8$2.47
2021Detailed filing. Detailed filing data is available for this year.$21.9$21.9$15.9$11.4$4.50
2020Detailed filing. Detailed filing data is available for this year.$17.6$17.6$0.49$15.1$15.6
2019Detailed filing. Detailed filing data is available for this year.$33.2$33.2$15.9$42.3$26.4
2018Detailed filing. Detailed filing data is available for this year.$60.1$60.1$43.6$38.8$4.87
2017Detailed filing. Detailed filing data is available for this year.$55.2$55.2$33.7$37.8$4.05
2016Detailed filing. Detailed filing data is available for this year.$59.3$59.3$36.9$27.8$9.11
2015Detailed filing. Detailed filing data is available for this year.$42.8$42.8$26.4$33.1$6.63
2014Summary only. Only limited summary data is available for this year.$45.5$0.00$45.5$0.00$45.5