Civic Intelligence

Golden View PTO Inc.

990EZ • Fiscal year 2018 • EIN 47-1697877

Sep 01, 2017 to Aug 31, 2018 • Filed on Dec 27, 2018

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

(714) 349-8102

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 2018

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2018

Net Margin

65th percentile

11%

Higher net margin than 65% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

61st percentile

8.8%

Faster asset growth than 61% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

78th percentile

29%

Faster revenue growth than 78% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$60,066

Up $4,869 (+8.8%) from 2017

Net Assets

Up

$60,066

Up $4,869 (+8.8%) from 2017

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin65th percentile

Revenue

Up

$43,628

Up $9,929 (+29%) from 2017

Expenses

Up

$38,759

Up $1,007 (+2.7%) from 2017

Net Income

Up

$4,869

Up $8,922 (+220%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth61st 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

2018

Assets$60,066
Liabilities-
Net Assets$60,066
Open 2018 Filing

Operations Trend

Revenue Growth78th 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

2018

Revenue$43,628
Expenses$38,759
Net Income$4,869
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2017 to Aug 31, 2018
Signed
Dec 27, 2018
Return Version
2017v2.2
Gross Receipts
$90,118
Mission and Program Overview

Mission

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

Support for the golden view elementary school as a parent-teacher organization

Program Services

DescriptionGrantsExpenses
TO PROVIDE FUNDING FOR TEACHERS INCLUDING SUPPORT FOR TECHNOLOGY AND SPECIAL PROGRAMS$25,045$25,045
TO PROVIDE SEED MONEY FOR FIELD TRIPS, ASSEMBLIES, LECTURER AND TRANSPORTATION FOR STUDENTS$9,664$9,664
TO PROVIDE FUNDING FOR OTHER EVENTS FOR STUDENTS$804$804
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SHAWN MIARSPresident-$0--
MARISOL JIMENEZVice President-$0--
STEPHANIE SPEARSVice President-$0--
NINA ENGLISHVice President-$0--
RON ULRICHTreasurer-$0--
KRISTEN LEVITINSecretary-$0--
GWEN CONTONTeacher Rep-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Various-details in Line 6$84,128$84,128$46,490$37,638
Total Events$84,128$84,128$46,490$37,638
Filing and Contact Details

Filer

Filer Name
Golden View Pto Inc
EIN
47-1697877
Phone
7143498102
Address
17251 GOLDEN VIEW LANE, HUNTINGTON BEACH, CA 92647

Signing Officer

Name
Ron Ulrich
Title
Treasurer
Signed
2018-12-27
Discuss with paid preparer
Yes

Preparer

Firm
Robert H Carleton CPA
Address
19521 POMPANO LN UNIT 101, HUNTINGTON BEACH, CA 92648-2480
Preparer
Robert H Carleton
Phone
7145368664
Supplemental Narrative

Additional Explanations

Other Expenses.1002

“Office Expenses $1027”

Other Expenses.1012

“Insurance $490”

Other Expenses.2

“BANK SERVICE FEE $426”

Raw XML Appendix178 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/BenefitsPaidToOrForMembersAmt035513
IRS990EZ/BooksInCareOfDetail/PersonNm0RON ULRICH
IRS990EZ/BooksInCareOfDetail/PhoneNum07143498102
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt017251 GOLDEN VIEW LANE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0HUNTINGTON BEACH
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092647
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt055197
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt060066
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt02811
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt04869
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0800
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt055197
IRS990EZ/Form990TotalAssetsGrp/EOYAmt060066
IRS990EZ/FundraisingGrossIncomeAmt084128
IRS990EZ/GrossReceiptsAmt090118
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt014
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt03165
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt055197
IRS990EZ/NetAssetsOrFundBalancesEOYAmt060066
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt055197
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt060066
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt04.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt14.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt24.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt54.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt64.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0SHAWN MIARS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MARISOL JIMENEZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2STEPHANIE SPEARS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3NINA ENGLISH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4RON ULRICH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5KRISTEN LEVITIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6GWEN CONTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6TEACHER REP
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt01943
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SUPPORT FOR THE GOLDEN VIEW ELEMENTARY SCHOOL AS A PARENT-TEACHER ORGANIZATION
IRS990EZ/PrintingPublicationsPostageAmt0503
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO PROVIDE FUNDING FOR TEACHERS INCLUDING SUPPORT FOR TECHNOLOGY AND SPECIAL PROGRAMS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1TO PROVIDE SEED MONEY FOR FIELD TRIPS, ASSEMBLIES, LECTURER AND TRANSPORTATION FOR STUDENTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2TO PROVIDE FUNDING FOR OTHER EVENTS FOR STUDENTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt025045
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt19664
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt2804
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt025045
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt19664
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt2804
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt046490
IRS990EZ/SpecialEventsNetIncomeLossAmt037638
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt038759
IRS990EZ/TotalProgramServiceExpensesAmt035513
IRS990EZ/TotalRevenueAmt043628
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt05976
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt04760
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt05591
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt05475
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt021802
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt084128
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt081263
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt068921
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt059947
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0294259
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal509Amt0316061
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt090104
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt086023
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt074512
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt065422
IRS990ScheduleA/Total509Grp/TotalAmt0316061
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt090104
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt086023
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt074512
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt065422
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0316061
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt046490
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0VARIOUS-DETAILS IN LINE 6
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt084128
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt084128
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt084128
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt084128
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt037638
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt046490
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt046490
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $1027
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Insurance $490
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2BANK SERVICE FEE $426
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.2
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0RON ULRICH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-12-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0GOLDEN VIEW PTO INC
ReturnHeader/Filer/BusinessNameControlTxt0GOLD
ReturnHeader/Filer/EIN0471697877
ReturnHeader/Filer/PhoneNum07143498102
ReturnHeader/Filer/USAddress/AddressLine1Txt017251 GOLDEN VIEW LANE
ReturnHeader/Filer/USAddress/CityNm0HUNTINGTON BEACH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092647
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0330507138
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ROBERT H CARLETON CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt019521 POMPANO LN UNIT 101
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HUNTINGTON BEACH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0926482480
ReturnHeader/PreparerPersonGrp/PhoneNum07145368664
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROBERT H CARLETON
ReturnHeader/ReturnTs02018-12-27T13:05:16-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-09-01
ReturnHeader/TaxPeriodEndDt02018-08-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$60,066
Liabilities
-
Net assets
$60,066
Revenue
$43,628
Expenses
$38,759
Net income
$4,869
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