Civic Intelligence

Excelsior Middle School Ptsa

EIN 68-0415204 • 501(c)3 • Byron, CA

Profile

To promote the welfare of children & youth in home, school, community, and place of worship. To support teachers and foster good parent, student and teacher relationships.

14301 Byron HighwayByron, CA 94514

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

60th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

62nd percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2021

Net Margin

3rd percentile

-826%

Higher net margin than 3% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

23rd percentile

-40%

Faster asset growth than 23% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

9th percentile

-83%

Faster revenue growth than 9% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets60th percentile

Assets

Down

$18,595

Down $12,494 (-40%) from 2020

Liabilities

Flat

$0

Flat from 2020

Net Assets

Down

$18,595

Down $12,494 (-40%) from 2020

Operations
Liabilities / Revenue62nd percentileNet Margin3rd percentile

Revenue

Down

$1,512

Down $7,482 (-83%) from 2020

Expenses

Up

$14,006

Up $9,938 (+244%) from 2020

Net Income

Down

-$12,494

Down $17,420 (-354%) from 2020

Trend Graphs

Balance Sheet Trend

Asset Growth23rd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$40K$30K$20K$10K$0Assets 2011: $15,739Liabilities 2011: $0Net Assets 2011: $15,7392011Assets 2012: $22,986Liabilities 2012: $0Net Assets 2012: $22,9862012Assets 2013: $30,726Liabilities 2013: $0Net Assets 2013: $30,7262013Assets 2018: $28,464Liabilities 2018: $0Net Assets 2018: $28,4642018Assets 2019: $26,163Liabilities 2019: $0Net Assets 2019: $26,1632019Assets 2020: $31,089Liabilities 2020: $0Net Assets 2020: $31,0892020Assets 2021: $18,595Liabilities 2021: $0Net Assets 2021: $18,5952021

Highlighted filing

2021

Assets$18,595
Liabilities$0
Net Assets$18,595
Open 2021 Filing

Operations Trend

Revenue Growth9th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$80K$60K$40K$20K$0-$20KRevenue 2011: $64,701Expenses 2011: $49,387Net Income 2011: $15,3142011Revenue 2012: $44,672Expenses 2012: $37,425Net Income 2012: $7,2472012Revenue 2013: $32,184Expenses 2013: $24,444Net Income 2013: $7,7402013Revenue 2018: $11,500Expenses 2018: $9,636Net Income 2018: $1,8642018Revenue 2019: $13,625Expenses 2019: $15,926Net Income 2019: -$2,3012019Revenue 2020: $8,994Expenses 2020: $4,068Net Income 2020: $4,9262020Revenue 2021: $1,512Expenses 2021: $14,006Net Income 2021: -$12,4942021

Highlighted filing

2021

Revenue$1,512
Expenses$14,006
Net Income-$12,494
Open 2021 Filing

Filings

Most recent year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$18,595
Liabilities
$0
Net assets
$18,595
Revenue
$1,512
Expenses
$14,006
Net income
-$12,494
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2021Detailed filing. Detailed filing data is available for this year.$18.6$0.00$18.6$1.51$14.0$12.5
2020Detailed filing. Detailed filing data is available for this year.$31.1$0.00$31.1$8.99$4.07$4.93
2019Detailed filing. Detailed filing data is available for this year.$26.2$0.00$26.2$13.6$15.9$2.30
2018Detailed filing. Detailed filing data is available for this year.$28.5$0.00$28.5$11.5$9.64$1.86
2013Summary only. Only limited summary data is available for this year.$30.7$0.00$30.7$32.2$24.4$7.74
2012Summary only. Only limited summary data is available for this year.$23.0$0.00$23.0$44.7$37.4$7.25
2011Summary only. Only limited summary data is available for this year.$15.7$0.00$15.7$64.7$49.4$15.3
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Oct 26, 2021
Return Version
2020v4.0
Gross Receipts
$1,512
Mission and Program Overview

Mission

To promote the welfare of children & youth in home, school, community, and place of worship. To support teachers and foster good parent, student and teacher relationships.

Program Services

DescriptionGrantsExpenses
THE PTSA WAS ABLE TO SUPPORT A SCHOOL LIBRARIAN, FOSTER TEACHER APPRECIATION, AND ENABLE ADDITIONAL PROGRAMS.$14,006-
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
HEATHER HUGHESPresident-$0--
BROOKE TROSTTreasurer-$0--
AMY CORBETTSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Excelsior Middle School Ptsa
EIN
68-0415204
Address
14301 BYRON HIGHWAY, BYRON, CA 94514

Signing Officer

Name
Brooke Trost
Title
Treasurer
Signed
2021-10-26
Discuss with paid preparer
Yes

Preparer

Firm
Deborah Klosky CPA
Address
608 Bosque River Dr, Mckinney, TX 75071
Preparer
Debbie Klosky
Phone
5106738430
Supplemental Narrative

Additional Explanations

Other Expenses.1002

“Office Expenses $99”

Other Expenses.1012

“Insurance $258”

Other Expenses.1

“LIBRARY AIDE $10556”

Other Expenses.2

“GIVE BACKS $1000”

Other Expenses.3

“8th grade promotional activity $500”

Other Expenses.4

“SCHOLARSHIP FUND $500”

Other Expenses.5

“CLASSROOM MATERIALS $487”

Other Expenses.6

“HOSPITALITY $160”

Other Expenses.7

“MISCELLANEOUS $11”

Raw XML Appendix161 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/PersonNm0BROOKE TROST
IRS990EZ/BooksInCareOfDetail/PhoneNum09256342128
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt014301 BYRON HIGHWAY
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0BYRON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd094514
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt031089
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt018595
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0684
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-12494
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0435
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt031089
IRS990EZ/Form990TotalAssetsGrp/EOYAmt018595
IRS990EZ/FundraisingGrossIncomeAmt0261
IRS990EZ/GrossReceiptsAmt01512
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt02
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0565
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt031089
IRS990EZ/NetAssetsOrFundBalancesEOYAmt018595
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt031089
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt018595
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0HEATHER HUGHES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1BROOKE TROST
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2AMY CORBETT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt013571
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROMOTE THE WELFARE OF CHILDREN & YOUTH IN HOME, SCHOOL, COMMUNITY, AND PLACE OF WORSHIP. TO SUPPORT TEACHERS AND FOSTER GOOD PARENT, STUDENT AND TEACHER RELATIONSHIPS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE PTSA WAS ABLE TO SUPPORT A SCHOOL LIBRARIAN, FOSTER TEACHER APPRECIATION, AND ENABLE ADDITIONAL PROGRAMS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt014006
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt0261
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt014006
IRS990EZ/TotalProgramServiceExpensesAmt014006
IRS990EZ/TotalRevenueAmt01512
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt01249
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt02855
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt02686
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt03896
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt010686
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt02
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt02
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt02
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt02
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal509Amt010686
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt01249
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt02855
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt02686
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt03896
IRS990ScheduleA/Total509Grp/TotalAmt010686
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt01251
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt02855
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt02686
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt03896
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt010688
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $99
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Insurance $258
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2LIBRARY AIDE $10556
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3GIVE BACKS $1000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt48TH GRADE PROMOTIONAL ACTIVITY $500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5SCHOLARSHIP FUND $500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6CLASSROOM MATERIALS $487
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7HOSPITALITY $160
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8MISCELLANEOUS $11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.7
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BROOKE TROST
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-10-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0EXCELSIOR MIDDLE SCHOOL PTSA
ReturnHeader/Filer/BusinessNameControlTxt0EXCE
ReturnHeader/Filer/EIN0680415204
ReturnHeader/Filer/USAddress/AddressLine1Txt014301 BYRON HIGHWAY
ReturnHeader/Filer/USAddress/CityNm0BYRON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094514
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0261102132
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Deborah Klosky CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0608 Bosque River Dr
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Mckinney
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd075071
ReturnHeader/PreparerPersonGrp/PhoneNum05106738430
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Debbie Klosky
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02021-10-26T10:35:00-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0BROOKE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0TROST
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

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