Civic Intelligence

Spreckels Parent Teacher Organization Inc.

990EZ • Fiscal year 2015 • EIN 77-0154080

Jul 01, 2014 to Jun 30, 2015 • Filed on Nov 18, 2015

PO Box 7308Spreckels, CA 93962

(831) 455-1831

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 2015

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2015

Net Margin

85th percentile

31%

Higher net margin than 85% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

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.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

73rd percentile

21%

Faster asset growth than 73% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

76th percentile

26%

Faster revenue growth than 76% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Assets

Up

$110,407

Up $19,451 (+21%) from 2014

Net Assets

$110,407

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$62,062

Up $12,642 (+26%) from 2014

Expenses

Down

$42,611

Down $1,351 (-3.1%) from 2014

Net Income

Up

$19,451

Up $13,993 (+256%) from 2014

Historical Trend

Balance Sheet Trend

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

$400K$300K$200K$100K$0Assets 2011: $104,764Liabilities 2011: $02011Assets 2012: $96,458Liabilities 2012: $02012Assets 2013: $85,498Liabilities 2013: $02013Assets 2014: $90,956Liabilities 2014: $02014Assets 2015: $110,407Net Assets 2015: $110,4072015Assets 2016: $126,880Net Assets 2016: $126,8802016Assets 2017: $120,512Net Assets 2017: $120,5122017Assets 2018: $133,218Net Assets 2018: $133,2182018Assets 2019: $142,932Net Assets 2019: $142,9322019Assets 2020: $129,540Net Assets 2020: $129,5402020Assets 2021: $132,429Liabilities 2021: $0Net Assets 2021: $132,4292021Assets 2022: $141,845Liabilities 2022: $0Net Assets 2022: $141,8452022Assets 2023: $284,313Liabilities 2023: $0Net Assets 2023: $284,3132023Assets 2024: $276,314Liabilities 2024: $0Net Assets 2024: $276,3142024Assets 2025: $316,985Liabilities 2025: $0Net Assets 2025: $316,9852025

Highlighted filing

2015

Assets$110,407
Liabilities-
Net Assets$110,407

Operations Trend

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

$200K$150K$100K$50K$0-$50KRevenue 2011: $51,331Expenses 2011: $51,653Net Income 2011: -$3222011Revenue 2012: $44,693Expenses 2012: $52,999Net Income 2012: -$8,3062012Revenue 2013: $70,726Expenses 2013: $81,686Net Income 2013: -$10,9602013Revenue 2014: $49,420Expenses 2014: $43,962Net Income 2014: $5,4582014Revenue 2015: $62,062Expenses 2015: $42,611Net Income 2015: $19,4512015Revenue 2016: $68,330Expenses 2016: $51,857Net Income 2016: $16,4732016Revenue 2017: $59,280Expenses 2017: $65,648Net Income 2017: -$6,3682017Revenue 2018: $62,994Expenses 2018: $50,288Net Income 2018: $12,7062018Revenue 2019: $67,747Expenses 2019: $58,033Net Income 2019: $9,7142019Revenue 2020: $59,660Expenses 2020: $73,052Net Income 2020: -$13,3922020Revenue 2021: $35,963Expenses 2021: $33,074Net Income 2021: $2,8892021Revenue 2022: $69,087Expenses 2022: $59,671Net Income 2022: $9,4162022Revenue 2023: $174,411Expenses 2023: $31,943Net Income 2023: $142,4682023Revenue 2024: $76,568Expenses 2024: $84,567Net Income 2024: -$7,9992024Revenue 2025: $89,038Expenses 2025: $48,367Net Income 2025: $40,6712025

Highlighted filing

2015

Revenue$62,062
Expenses$42,611
Net Income$19,451
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Nov 18, 2015
Return Version
2014v5.0
Gross Receipts
$135,916
Mission and Program Overview

Mission

To provide services to spreckels school, raising money for additional teaching and instructional aids, field trips, playground equipment, etc.

Program Services

DescriptionGrantsExpenses
TO PROVIDE SERVICES TO SPRECKELS SCHOOL, RAISING MONEY FOR TEACHING AND INSTRUCTIONAL AIDS, FIELD TRIPS, PLAYGROUND EQUIPMENT, ETC.$42,611-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ALISSA JUILLETPresidentPT$0--
CINDY DUTROVice PresidentPT$0--
SUSIE LIZAOLATreasurerPT$0--
PATRICIA AMORIMSecretaryPT$0--
SAMANTHA STORELLIAuditorPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Gift Wrap$38,608$38,608$21,177$17,431
Book Fair$18,271$18,271$13,409$4,862
Total Events$127,495$127,495$71,572$55,923
Filing and Contact Details

Filer

Filer Name
Spreckels Parent Teacher
EIN
77-0154080
Phone
8314551831
Address
PO BOX 7308, SPRECKELS, CA 93962

Signing Officer

Name
Susie Lizaola
Title
Treasurer
Signed
2015-11-18
Discuss with paid preparer
Yes

Preparer

Firm
Timmins & Sorensen
Address
201 Monterey-Salinas Hwy Suite D, Salinas, CA 93908
Preparer
Eric H Sorensen
Phone
8314240841
Supplemental Narrative

Additional Explanations

Other Expenses.1

Teacher allocations $11154

Other Expenses.2

FIELD TRIPS $8224

Other Expenses.3

Good behavior bashes $4651

Other Expenses.4

Teacher special requests $4602

Other Expenses.5

ASSEMBLIES $2614

Other Expenses.6

EQUIPMENT $2291

Other Expenses.7

LIBRARY $1938

Other Expenses.9

PIRATE FOLDERS $1269

Other Expenses.10

OTHER ACTIVITIES $1085

Other Expenses.11

OFFICE EXPENSE $956

Other Expenses.12

SPECIAL PROJECTS $885

Other Expenses.13

STAFF APPRECIATION $877

Other Expenses.14

RIF $614

Other Assets.1

OTHER ASSETS - Beginning $0 OTHER ASSETS - Ending $1310

Raw XML Appendix212 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.

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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4AUDITOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/EOYAmt01310
IRS990EZ/OtherExpensesTotalAmt041160
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
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IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE SERVICES TO SPRECKELS SCHOOL, RAISING MONEY FOR ADDITIONAL TEACHING AND INSTRUCTIONAL AIDS, FIELD TRIPS, PLAYGROUND EQUIPMENT, ETC.
IRS990EZ/PrintingPublicationsPostageAmt01451
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IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt042611
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
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IRS990EZ/SpecialEventsNetIncomeLossAmt059679
IRS990EZ/SubjectToProxyTaxInd0false
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IRS990EZ/TotalExpensesAmt042611
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IRS990EZ/TotalRevenueAmt062062
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt078
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IRS990ScheduleA/InvestmentIncomePYPct00.00280
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
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IRS990ScheduleA/PublicSupportCY509Pct00.99800
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IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0570800
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IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0BOOK FAIR
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt018271
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt070616
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt038608
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt018271
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt070616
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IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt013409
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt06
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TEACHER ALLOCATIONS $11154
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FIELD TRIPS $8224
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2GOOD BEHAVIOR BASHES $4651
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3TEACHER SPECIAL REQUESTS $4602
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ASSEMBLIES $2614
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5EQUIPMENT $2291
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6LIBRARY $1938
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7PIRATE FOLDERS $1269
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8OTHER ACTIVITIES $1085
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9OFFICE EXPENSE $956
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10SPECIAL PROJECTS $885
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11STAFF APPRECIATION $877
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12RIF $614
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13OTHER ASSETS - Beginning $0 OTHER ASSETS - Ending $1310
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.12
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Expenses.13
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Other Expenses.14
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Other Assets.1
ReturnHeader/BuildTS02016-04-25 22:37:26Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SUSIE LIZAOLA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-11-18
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SPRECKELS PARENT TEACHER
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ORGANIZATION INC
ReturnHeader/Filer/BusinessNameControlTxt0SPRE
ReturnHeader/Filer/EIN0770154080
ReturnHeader/Filer/PhoneNum08314551831
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 7308
ReturnHeader/Filer/USAddress/CityNm0SPRECKELS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093962
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Timmins & Sorensen
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0201 Monterey-Salinas Hwy Suite D
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Salinas
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd093908
ReturnHeader/PreparerPersonGrp/PhoneNum08314240841
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Eric H Sorensen
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02015-11-18T14:39:51-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$3.17$0.00$3.17$0.89$0.48$0.41
2024Detailed filing. Detailed filing data is available for this year.$2.76$0.00$2.76$0.77$0.85$0.08
2023Detailed filing. Detailed filing data is available for this year.$2.84$0.00$2.84$1.74$0.32$1.42
2022Detailed filing. Detailed filing data is available for this year.$1.42$0.00$1.42$0.69$0.60$0.09
2021Detailed filing. Detailed filing data is available for this year.$1.32$0.00$1.32$0.36$0.33$0.03
2020Detailed filing. Detailed filing data is available for this year.$1.30$1.30$0.60$0.73$0.13
2019Detailed filing. Detailed filing data is available for this year.$1.43$1.43$0.68$0.58$0.10
2018Detailed filing. Detailed filing data is available for this year.$1.33$1.33$0.63$0.50$0.13
2017Detailed filing. Detailed filing data is available for this year.$1.21$1.21$0.59$0.66$0.06
2016Detailed filing. Detailed filing data is available for this year.$1.27$1.27$0.68$0.52$0.16
2015Detailed filing. Detailed filing data is available for this year.$1.10$1.10$0.62$0.43$0.19
2014Summary only. Only limited summary data is available for this year.$0.91$0.00$0.49$0.44$0.05
2013Summary only. Only limited summary data is available for this year.$0.85$0.00$0.71$0.82$0.11
2012Summary only. Only limited summary data is available for this year.$0.96$0.00$0.45$0.53$0.08
2011Summary only. Only limited summary data is available for this year.$1.05$0.00$0.51$0.52$0.00