Civic Intelligence

Herk Bouris Elementary PTO

990EZ • Fiscal year 2016 • EIN 47-4505127

May 11, 2016 to Jun 30, 2016 • Filed on Nov 02, 2016

Organization ProfileN/A
34257 Kalanchoe RdLake Elsinore, CA 92532

(951) 672-3900

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

90th percentile

43%

Higher net margin than 90% 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

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2016

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2016

Balance Sheet
Liabilities / Assets56th percentile

Assets

$12,892

No earlier filing loaded for comparison.

Net Assets

$12,892

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin90th percentile

Revenue

$29,683

No earlier filing loaded for comparison.

Expenses

$16,791

No earlier filing loaded for comparison.

Net Income

$12,892

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$15K$10K$5.0K$0Assets 2016: $12,892Liabilities 2016: $0Net Assets 2016: $12,8922016

Highlighted filing

2016

Assets$12,892
Liabilities$0
Net Assets$12,892
Open 2016 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$30K$20K$10K$0Revenue 2016: $29,683Expenses 2016: $16,791Net Income 2016: $12,8922016

Highlighted filing

2016

Revenue$29,683
Expenses$16,791
Net Income$12,892
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
May 11, 2016 to Jun 30, 2016
Signed
Nov 2, 2016
Return Version
2015v2.1
Gross Receipts
$30,111
Mission and Program Overview

Mission

The purpose of this pto is to enhance and provide support to the educational experience at herk bouris elementary school. This pto will also develop a closer connection between school and home by encouraging parent involvement and communication with parents, teachers, students, administrators and the surrounding community to improve the environment at herk bouris elementary school through volunteer and financial support. The policies of the pto are established to maintain a tax-exempt status as defined by section 501(c)3 of the internal revenue code.

Program Services

DescriptionGrantsExpenses
TO PROMOTE MODEL CITIZENSHIP, RESPONSIBILITY, PARTNERSHIP, RESPECT FOR DIVERSITY AND CHANGE IN OUR STUDENTS.$0$0
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DALLAL ADUELOFF HARBPresidentPT$0--
TAHNEE SANCHEZVice PresidentPT$0--
SAMANTHA MORRISONTreasurerPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Spiritcup Fundraiser$7,325$7,325-$7,325
Fall Fundraiser$5,644$5,644-$5,644
Total Events$20,873$20,873$428$20,445
Filing and Contact Details

Filer

Filer Name
Herk Bouris Elementary Pto
EIN
47-4505127
Phone
9516723900
Address
34257 KALANCHOE RD, LAKE ELSINORE, CA 92532

Signing Officer

Name
Samantha Morrison
Title
Treasurer
Phone
9516723900
Signed
2016-11-02
Discuss with paid preparer
Yes

Preparer

Firm
Prudhomme Associates Cpas Inc
Address
43460 RIDGE PARK DRIVE SUITE 220, TEMECULA, CA 92590
Preparer
Gregory J Prudhommecpa
Phone
9516763131
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8 - Other Revenue

“Description: miscellaneous income. Amount: 9,227. Description: interest income. Amount: 11. Total to form 990-ez, line 8: 9,238.”

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: class expenses. Amount: 6,749. Description: bank fees. Amount: 32. Description: general and admin expenses. Amount: 3,193. Description: assemblies and activities expenses. Amount: 949. Description: awards expense. Amount: 5,868. Total to form 990-ez, line 16: 16,791.”

Raw XML Appendix153 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/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/PersonNm0SAMANTHA MORRISON
IRS990EZ/BooksInCareOfDetail/PhoneNum09516723900
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt034257 KALANCHOE RD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0LAKE ELSINORE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092532
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt00
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt012892
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt012892
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt00
IRS990EZ/Form990TotalAssetsGrp/EOYAmt012892
IRS990EZ/FundraisingGrossIncomeAmt020873
IRS990EZ/GrossReceiptsAmt030111
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitialReturnInd0X
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt00
IRS990EZ/NetAssetsOrFundBalancesEOYAmt012892
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt00
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt012892
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt020.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt120.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt220.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0DALLAL ADUELOFF HARB
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1TAHNEE SANCHEZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2SAMANTHA MORRISON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt016791
IRS990EZ/OtherRevenueTotalAmt09238
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0THE PURPOSE OF THIS PTO IS TO ENHANCE AND PROVIDE SUPPORT TO THE EDUCATIONAL EXPERIENCE AT HERK BOURIS ELEMENTARY SCHOOL. THIS PTO WILL ALSO DEVELOP A CLOSER CONNECTION BETWEEN SCHOOL AND HOME BY ENCOURAGING PARENT INVOLVEMENT AND COMMUNICATION WITH PARENTS, TEACHERS, STUDENTS, ADMINISTRATORS AND THE SURROUNDING COMMUNITY TO IMPROVE THE ENVIRONMENT AT HERK BOURIS ELEMENTARY SCHOOL THROUGH VOLUNTEER AND FINANCIAL SUPPORT. THE POLICIES OF THE PTO ARE ESTABLISHED TO MAINTAIN A TAX-EXEMPT STATUS AS DEFINED BY SECTION 501(C)3 OF THE INTERNAL REVENUE CODE.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO PROMOTE MODEL CITIZENSHIP, RESPONSIBILITY, PARTNERSHIP, RESPECT FOR DIVERSITY AND CHANGE IN OUR STUDENTS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SpecialEventsDirectExpensesAmt0428
IRS990EZ/SpecialEventsNetIncomeLossAmt020445
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt016791
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt029683
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0INTEREST INCOME - 2015 AMOUNT: $ 11.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1ORGANIZATION WAS NOT REGISTERED UNTIL 5/11/2016.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME:
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1PART III, SHORT YEAR EXPLANATION:
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt030100
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt030100
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt011
IRS990ScheduleA/OtherIncome509Grp/TotalAmt011
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99960
IRS990ScheduleA/PublicSupportTotal509Amt030100
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt030100
IRS990ScheduleA/Total509Grp/TotalAmt030100
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt030111
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt030111
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt0428
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0SPIRITCUP FUNDRAISER
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0FALL FUNDRAISER
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt07325
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt05644
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt07904
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt020873
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt07325
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt05644
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt07904
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt020873
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt020445
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt0428
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt0428
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt05
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: MISCELLANEOUS INCOME. AMOUNT: 9,227. DESCRIPTION: INTEREST INCOME. AMOUNT: 11. TOTAL TO FORM 990-EZ, LINE 8: 9,238.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: CLASS EXPENSES. AMOUNT: 6,749. DESCRIPTION: BANK FEES. AMOUNT: 32. DESCRIPTION: GENERAL AND ADMIN EXPENSES. AMOUNT: 3,193. DESCRIPTION: ASSEMBLIES AND ACTIVITIES EXPENSES. AMOUNT: 949. DESCRIPTION: AWARDS EXPENSE. AMOUNT: 5,868. TOTAL TO FORM 990-EZ, LINE 16: 16,791.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8 - OTHER REVENUE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0SAMANTHA MORRISON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09516723900
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-11-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HERK BOURIS ELEMENTARY PTO
ReturnHeader/Filer/BusinessNameControlTxt0HERK
ReturnHeader/Filer/EIN0474505127
ReturnHeader/Filer/PhoneNum09516723900
ReturnHeader/Filer/USAddress/AddressLine1Txt034257 KALANCHOE RD
ReturnHeader/Filer/USAddress/CityNm0LAKE ELSINORE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092532
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0272758510
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PRUDHOMME ASSOCIATES CPAS INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt043460 RIDGE PARK DRIVE SUITE 220
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0TEMECULA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092590
ReturnHeader/PreparerPersonGrp/PhoneNum09516763131
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GREGORY J PRUDHOMMECPA
ReturnHeader/ReturnTs02016-11-08T15:50:01-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-05-11
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
$12,892
Liabilities
$0
Net assets
$12,892
Revenue
$29,683
Expenses
$16,791
Net income
$12,892
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2016Detailed filing. Detailed filing data is available for this year.$12.9$0.00$12.9$29.7$16.8$12.9