Civic Intelligence

Los Ranchos Elementary School PTA

990EZ • Fiscal year 2018 • EIN 77-0291439

Jul 01, 2017 to Jun 30, 2018 • Filed on Nov 13, 2018

5785 Los Ranchos RdSan Luis Obispo, CA 93401

(805) 550-5001

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

54th percentile

0.00x

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

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

Liabilities / Revenue

54th percentile

0.00x

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

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

Net Margin

32nd percentile

-4.3%

Higher net margin than 32% of similar nonprofits.

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

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2018

Asset Growth

33rd percentile

-6.7%

Faster asset growth than 33% of similar nonprofits.

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

Revenue Growth

31st percentile

-13%

Faster revenue growth than 31% of similar nonprofits.

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

Assets

Down

$54,864

Down $3,962 (-6.7%) from 2017

Net Assets

Down

$54,864

Down $3,962 (-6.7%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue

Down

$92,718

Down $13,388 (-13%) from 2017

Expenses

Down

$96,680

Down $7,058 (-6.8%) from 2017

Net Income

Down

-$3,962

Down $6,330 (-267%) from 2017

Historical Trend

Balance Sheet Trend

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

$200K$150K$100K$50K$0Assets 2011: $84,877Liabilities 2011: $0Net Assets 2011: $84,8772011Assets 2012: $68,756Liabilities 2012: $0Net Assets 2012: $68,7562012Assets 2013: $54,737Liabilities 2013: $0Net Assets 2013: $54,7372013Assets 2014: $46,231Liabilities 2014: $0Net Assets 2014: $46,2312014Assets 2015: $30,283Liabilities 2015: $0Net Assets 2015: $30,2832015Assets 2016: $56,458Liabilities 2016: $0Net Assets 2016: $56,4582016Assets 2017: $58,826Liabilities 2017: $0Net Assets 2017: $58,8262017Assets 2018: $54,864Liabilities 2018: $0Net Assets 2018: $54,8642018Assets 2019: $53,898Liabilities 2019: $0Net Assets 2019: $53,8982019Assets 2020: $81,597Net Assets 2020: $81,5972020Assets 2021: $82,474Net Assets 2021: $82,4742021Assets 2022: $149,503Net Assets 2022: $149,5032022Assets 2023: $184,261Liabilities 2023: $4,122Net Assets 2023: $180,1392023Assets 2024: $183,052Liabilities 2024: $855Net Assets 2024: $182,1972024Assets 2025: $143,762Liabilities 2025: $523Net Assets 2025: $143,2392025

Highlighted filing

2018

Assets$54,864
Liabilities$0
Net Assets$54,864

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2011: $81,669Expenses 2011: $64,363Net Income 2011: $17,3062011Revenue 2012: $82,868Expenses 2012: $98,989Net Income 2012: -$16,1212012Revenue 2013: $70,591Expenses 2013: $84,610Net Income 2013: -$14,0192013Revenue 2014: $92,059Expenses 2014: $100,565Net Income 2014: -$8,5062014Revenue 2015: $84,224Expenses 2015: $100,172Net Income 2015: -$15,9482015Revenue 2016: $97,132Expenses 2016: $70,957Net Income 2016: $26,1752016Revenue 2017: $106,106Expenses 2017: $103,738Net Income 2017: $2,3682017Revenue 2018: $92,718Expenses 2018: $96,680Net Income 2018: -$3,9622018Revenue 2019: $91,252Expenses 2019: $92,218Net Income 2019: -$9662019Revenue 2020: $72,206Expenses 2020: $44,507Net Income 2020: $27,6992020Revenue 2021: $49,234Expenses 2021: $47,022Net Income 2021: $2,2122021Revenue 2022: $99,189Expenses 2022: $32,160Net Income 2022: $67,0292022Revenue 2023: $86,512Expenses 2023: $55,876Net Income 2023: $30,6362023Revenue 2024: $110,409Expenses 2024: $108,351Net Income 2024: $2,0582024Revenue 2025: $87,892Expenses 2025: $126,850Net Income 2025: -$38,9582025

Highlighted filing

2018

Revenue$92,718
Expenses$96,680
Net Income-$3,962
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Nov 13, 2018
Return Version
2017v2.3
Gross Receipts
$111,566
Mission and Program Overview

Mission

To positively impact the lives of the children at los ranchos elementary school through empowering and supporting the members of this organization with skills in advocacy, leadership, and communication.

Program Services

DescriptionGrantsExpenses
CLASSROOM ENRICHMENT PROGRAMS: COSTS ASSOCIATED WITH THE DELIVERY OF 15 ART CLASSES TO 19 CLASSROOMS. COSTS ASSOCIATED WITH CLASSROOM EQUIPMENT, LAMINATION, PRINTING AND OTHER SUPPLIES TO SUPPORT GENERAL CLASSROOM OPERATIONS.$39,594$39,594
FIELD TRIPS: TRANSPORTATION AND ADMISSION COSTS ASSOCIATED WITH STUDENT FIELD TRIPS.$31,956$31,956
SPSA - SCHOOL PLAN FOR STUDENT ACHIEVEMENT - MATH ENRICHMENT CLASSES FOR 4-6TH GRADES, PURCHASE OF 8 ROBOTIC KITS FOR 5-6TH GRADE, CHROMEBOOKS AND CHROME STORAGE CART AND TEACHER DEVELOPMENT.$17,167$17,167
SCHOOL COMMUNITY PROGRAMS, EVENTS & GENERAL SUPPORT$4,297$4,297
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ERICA SCHUETZEPresident-$0--
STACEY WHITEVice President-$0--
KARNA STITTSecretary-$0--
KILEY WELLNERTreasurer-$0--
JOANNA WHITCHERParliamentarian-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Walk-a-thon/fun Run$71,891$577$8,536$-7,959
Total Events$71,891$577$10,024$-9,447
Filing and Contact Details

Filer

Filer Name
Los Ranchos Elementary School Pta
EIN
77-0291439
Phone
8055505001
Address
5785 LOS RANCHOS RD, SAN LUIS OBISPO, CA 93401

Signing Officer

Name
Kiley Wellner
Title
Treasurer
Phone
8054580786
Signed
2018-11-13
Discuss with paid preparer
Yes

Preparer

Firm
Glenn Burdette
Address
1150 PALM STREET, SAN LUIS OBISPO, CA 93401
Preparer
Chris S Delaney CPA
Phone
8055441441
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 7 - Sales of Inventory

Income: gross receipts: 1,158. Returns and allowances: 0. Less cost of goods sold: 1,228. Gross profit: -70. Cost of goods sold: inventory at beginning of year: 0. Merchandise purchased: 0. Cost of labor: 0. Materials and supplies: 1,228. Other costs: 0. Inventory at end of year: 0. Cost of goods sold: 1,228.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: school support. Grantee name: los ranchos elementary. Grantee address: 5785 los ranchos rd san luis obispo, ca 93401. Grantee relationship: supported organization. Property description: cash. Amount given: 93,014.

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

Description: software subscription. Amount: 360.

Raw XML Appendix215 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/BusinessName/BusinessNameLine1Txt0KILEY WELLNER
IRS990EZ/BooksInCareOfDetail/PhoneNum08054580786
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt05785 LOS RANCHOS RD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SAN LUIS OBISPO
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2KARNA STITT
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JOANNA WHITCHER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4PARLIAMENTARIAN
IRS990EZ/OperateHospitalInd00
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IRS990EZ/OrganizationDissolvedEtcInd00
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IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt0360
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TO POSITIVELY IMPACT THE LIVES OF THE CHILDREN AT LOS RANCHOS ELEMENTARY SCHOOL THROUGH EMPOWERING AND SUPPORTING THE MEMBERS OF THIS ORGANIZATION WITH SKILLS IN ADVOCACY, LEADERSHIP, AND COMMUNICATION.
IRS990EZ/PrintingPublicationsPostageAmt0369
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0CLASSROOM ENRICHMENT PROGRAMS: COSTS ASSOCIATED WITH THE DELIVERY OF 15 ART CLASSES TO 19 CLASSROOMS. COSTS ASSOCIATED WITH CLASSROOM EQUIPMENT, LAMINATION, PRINTING AND OTHER SUPPLIES TO SUPPORT GENERAL CLASSROOM OPERATIONS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1FIELD TRIPS: TRANSPORTATION AND ADMISSION COSTS ASSOCIATED WITH STUDENT FIELD TRIPS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2SPSA - SCHOOL PLAN FOR STUDENT ACHIEVEMENT - MATH ENRICHMENT CLASSES FOR 4-6TH GRADES, PURCHASE OF 8 ROBOTIC KITS FOR 5-6TH GRADE, CHROMEBOOKS AND CHROME STORAGE CART AND TEACHER DEVELOPMENT.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3SCHOOL COMMUNITY PROGRAMS, EVENTS & GENERAL SUPPORT
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IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt217167
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt131956
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt217167
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt34297
IRS990EZ/ProhibitedTaxShelterTransInd00
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IRS990EZ/SpecialEventsNetIncomeLossAmt0-3672
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd00
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IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt096680
IRS990EZ/TotalProgramServiceExpensesAmt093014
IRS990EZ/TotalRevenueAmt092718
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0WWW.LOSRANCHOSPTA.ORG
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt080070
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0103423
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt093633
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt094102
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IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt017
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IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt014
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt062
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt05363
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt028579
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt017
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IRS990ScheduleA/InvestmentIncomePYPct00.00020
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt081228
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt099482
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IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0510428
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt071314
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IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt010024
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0WALK-A-THON/FUN RUN
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt071891
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IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt01488
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IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt08536
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt08536
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0INCOME: GROSS RECEIPTS: 1,158. RETURNS AND ALLOWANCES: 0. LESS COST OF GOODS SOLD: 1,228. GROSS PROFIT: -70. COST OF GOODS SOLD: INVENTORY AT BEGINNING OF YEAR: 0. MERCHANDISE PURCHASED: 0. COST OF LABOR: 0. MATERIALS AND SUPPLIES: 1,228. OTHER COSTS: 0. INVENTORY AT END OF YEAR: 0. COST OF GOODS SOLD: 1,228.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACTIVITY CLASSIFICATION: SCHOOL SUPPORT. GRANTEE NAME: LOS RANCHOS ELEMENTARY. GRANTEE ADDRESS: 5785 LOS RANCHOS RD SAN LUIS OBISPO, CA 93401. GRANTEE RELATIONSHIP: SUPPORTED ORGANIZATION. PROPERTY DESCRIPTION: CASH. AMOUNT GIVEN: 93,014.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: SOFTWARE SUBSCRIPTION. AMOUNT: 360.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 7 - SALES OF INVENTORY
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 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/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0KILEY WELLNER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08054580786
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LOS RANCHOS ELEMENTARY SCHOOL PTA
ReturnHeader/Filer/BusinessNameControlTxt0LOSR
ReturnHeader/Filer/EIN0770291439
ReturnHeader/Filer/PhoneNum08055505001
ReturnHeader/Filer/USAddress/AddressLine1Txt05785 LOS RANCHOS RD
ReturnHeader/Filer/USAddress/CityNm0SAN LUIS OBISPO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093401
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0C284C87B29B1F61B3D4CF821E4C3A7CDD1553464
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId08B12DC565609B422B10E241321100E9D7EE43EA8
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt024.180.6.34
ReturnHeader/FilingSecurityInformation/IPDt02018-11-13
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm013:00:12
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0952772601
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GLENN BURDETTE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01150 PALM STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN LUIS OBISPO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd093401
ReturnHeader/PreparerPersonGrp/PhoneNum08055441441
ReturnHeader/PreparerPersonGrp/PreparationDt02018-11-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CHRIS S DELANEY CPA
ReturnHeader/ReturnTs02018-11-14T17:49:48-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.44$0.01$1.43$0.88$1.27$0.39
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.83$0.01$1.82$1.10$1.08$0.02
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.84$0.04$1.80$0.87$0.56$0.31
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.50$1.50$0.99$0.32$0.67
2021Detailed filing. Detailed filing data is available for this year.$0.82$0.82$0.49$0.47$0.02
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.82$0.82$0.72$0.45$0.28
2019Detailed filing. Detailed filing data is available for this year.$0.54$0.00$0.54$0.91$0.92$0.01
2018Detailed filing. Detailed filing data is available for this year.$0.55$0.00$0.55$0.93$0.97$0.04
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.59$0.00$0.59$1.06$1.04$0.02
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.56$0.00$0.56$0.97$0.71$0.26
2015Detailed filing. Detailed filing data is available for this year.$0.30$0.00$0.30$0.84$1.00$0.16
2014Detailed filing. Detailed filing data is available for this year.$0.46$0.00$0.46$0.92$1.01$0.09
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.55$0.00$0.55$0.71$0.85$0.14
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.69$0.00$0.69$0.83$0.99$0.16
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.85$0.00$0.85$0.82$0.64$0.17