Civic Intelligence

Los Ranchos Elementary School PTA

990EZ • Fiscal year 2022 • EIN 77-0291439

Jul 01, 2021 to Jun 30, 2022 • Filed on Nov 11, 2022

5785 Los Ranchos RoadSan Luis Obispo, CA 93401

(415) 518-1979

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 2022

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2022

Net Margin

94th percentile

68%

Higher net margin than 94% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

89th percentile

81%

Faster asset growth than 89% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

84th percentile

101%

Faster revenue growth than 84% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Assets

Up

$149,503

Up $67,029 (+81%) from 2021

Net Assets

Up

$149,503

Up $67,029 (+81%) from 2021

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$99,189

Up $49,955 (+101%) from 2021

Expenses

Down

$32,160

Down $14,862 (-32%) from 2021

Net Income

Up

$67,029

Up $64,817 (+2930%) from 2021

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

2022

Assets$149,503
Liabilities-
Net Assets$149,503

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

2022

Revenue$99,189
Expenses$32,160
Net Income$67,029
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Nov 11, 2022
Return Version
2021v4.0
Gross Receipts
$111,243
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.

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 delievry of 15 art classes to 19 classrooms. Costs associated with classroom equipment, lamination, printing and other supplies to support general classroom operations.-$26,025
School Community Programs, Events and General Support-$3,125
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.-$1,711
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Amy ReagleVice President-$0--
Jaclyn WongSecretary-$0--
Jennifer FordPresident-$0--
Jessica DolanTreasurer-$0--
Mary TeagueParliamentarian-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Walk-A-Thon/Fun Run$83,592$83,592$6,039$77,553
Various Fundraising$12,999$12,999$5,590$7,409
Total Events$96,591$96,591$12,054$84,537
Filing and Contact Details

Filer

Filer Name
Los Ranchos Elementary School PTA
EIN
77-0291439
Phone
4155181979
Address
5785 Los Ranchos Road, San Luis Obispo, CA 93401

Signing Officer

Name
Jessica Dolan
Title
Treasurer
Signed
2022-11-11
Discuss with paid preparer
Yes

Preparer

Firm
HHMC Tax Inc
Address
6955 San Luis Ave, Atascadero, CA 93422
Preparer
Scott Hayner
Phone
8054668800
Supplemental Narrative

Additional Explanations

Other Expenses.1012

Insurance $258

Other Expenses.1

Classroom Enrichment $26025

Other Expenses.2

Staff Appreciation $2163

Other Expenses.3

SPSA - Student Achievement $1711

Other Expenses.4

Dues & Subscriptions $793

Other Expenses.5

Operating Costs $517

Other Expenses.6

Battle of the Books $445

Other Expenses.7

Bank Fees $248

Raw XML Appendix193 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/USAddress/CityNm0San Luis Obispo
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Amy Reagle
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Jaclyn Wong
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Jennifer Ford
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Jessica Dolan
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Mary Teague
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Parliamentarian
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt032160
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
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/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Classroom enrichment programs: Costs associated with the delievry of 15 art classes to 19 classrooms. Costs associated with classroom equipment, lamination, printing and other supplies to support general classroom operations.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1SPSA - 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/DescriptionProgramSrvcAccomTxt2School Community Programs, Events and General Support
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt026025
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt11711
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt23125
IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt012054
IRS990EZ/SpecialEventsNetIncomeLossAmt084537
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
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IRS990EZ/TaxReimbursedByOrganizationAmt00
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IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0www.losranchospta.org
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt01158
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0148875
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
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IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt081228
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0435062
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt012054
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Walk-A-Thon/Fun Run
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Various Fundraising
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt0425
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt0425
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt083592
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt012999
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt083592
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt012999
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IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt084537
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IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt06039
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt05590
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Insurance $258
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Classroom Enrichment $26025
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Staff Appreciation $2163
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3SPSA - Student Achievement $1711
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Dues & Subscriptions $793
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Operating Costs $517
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Battle of the Books $445
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Bank Fees $248
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.7
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Jessica Dolan
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-11
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ReturnHeader/Filer/BusinessNameControlTxt0LOSR
ReturnHeader/Filer/EIN0770291439
ReturnHeader/Filer/PhoneNum04155181979
ReturnHeader/Filer/USAddress/AddressLine1Txt05785 Los Ranchos Road
ReturnHeader/Filer/USAddress/CityNm0San Luis Obispo
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd093422
ReturnHeader/PreparerPersonGrp/PhoneNum08054668800
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Scott Hayner
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02022-11-11T08:18:15-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Jessica
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Dolan
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

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
2022Detailed filing. Detailed filing data is available for this year.$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
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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