Civic Intelligence

Aspen Parent Faculty Association

990 • Fiscal year 2014 • EIN 77-0373277

Jul 01, 2013 to Jun 30, 2014 • Filed on Nov 04, 2014

50 W Hillcrest Dr 21891360

(805) 495-2810

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

55th percentile

0.00x

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Net Margin

83rd percentile

29%

Higher net margin than 83% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

88th percentile

69%

Faster asset growth than 88% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

36th percentile

-7.3%

Faster revenue growth than 36% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Assets

Up

$43,894

Up $17,941 (+69%) from 2013

Net Assets

Up

$43,894

Up $17,941 (+69%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue

Down

$62,605

Down $4,925 (-7.3%) from 2013

Expenses

Down

$44,664

Down $41,111 (-48%) from 2013

Net Income

Up

$17,941

Up $36,186 (+198%) from 2013

Historical Trend

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2011: $64,546Liabilities 2011: $02011Assets 2012: $44,198Liabilities 2012: $0Net Assets 2012: $44,1982012Assets 2013: $25,953Liabilities 2013: $0Net Assets 2013: $25,9532013Assets 2014: $43,894Liabilities 2014: $0Net Assets 2014: $43,8942014Assets 2015: $35,562Liabilities 2015: $0Net Assets 2015: $35,5622015Assets 2016: $34,013Liabilities 2016: $0Net Assets 2016: $34,0132016Assets 2017: $63,829Liabilities 2017: $0Net Assets 2017: $63,8292017Assets 2018: $84,091Liabilities 2018: $0Net Assets 2018: $84,0912018Assets 2019: $100,039Liabilities 2019: $0Net Assets 2019: $100,0392019Assets 2020: $56,913Net Assets 2020: $56,9132020Assets 2021: $69,260Net Assets 2021: $69,2602021Assets 2022: $73,349Net Assets 2022: $73,3492022Assets 2023: $98,658Net Assets 2023: $98,6582023Assets 2024: $87,917Net Assets 2024: $87,9172024

Highlighted filing

2014

Assets$43,894
Liabilities$0
Net Assets$43,894

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2011: $56,720Expenses 2011: $78,068Net Income 2011: -$21,3482011Revenue 2012: $57,436Expenses 2012: $77,833Net Income 2012: -$20,3972012Revenue 2013: $67,530Expenses 2013: $85,775Net Income 2013: -$18,2452013Revenue 2014: $62,605Expenses 2014: $44,664Net Income 2014: $17,9412014Revenue 2015: $61,804Expenses 2015: $70,136Net Income 2015: -$8,3322015Revenue 2016: $51,792Expenses 2016: $53,341Net Income 2016: -$1,5492016Revenue 2017: $93,318Expenses 2017: $63,502Net Income 2017: $29,8162017Revenue 2018: $105,412Expenses 2018: $85,150Net Income 2018: $20,2622018Revenue 2019: $100,660Expenses 2019: $84,712Net Income 2019: $15,9482019Revenue 2020: $56,821Expenses 2020: $99,947Net Income 2020: -$43,1262020Revenue 2021: $32,858Expenses 2021: $20,511Net Income 2021: $12,3472021Revenue 2022: $86,360Expenses 2022: $82,271Net Income 2022: $4,0892022Revenue 2023: $83,871Expenses 2023: $58,562Net Income 2023: $25,3092023Revenue 2024: $84,503Expenses 2024: $95,244Net Income 2024: -$10,7412024

Highlighted filing

2014

Revenue$62,605
Expenses$44,664
Net Income$17,941
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Nov 4, 2014
Return Version
2013v3.1
Gross Receipts
$93,293
Mission and Program Overview

Mission

The association's primary purpose is to provide funds to be used for educational programs for children and parents, computer lab enhancement, the school library, supplies for various school programs, teacher instructional funds, field trip costs, assemblies, playground equipment, equipment for multipurpose auditorium and other items for the enrichment of the educational experience of the children of aspen elementary school in thousand oaks, california.

The association's primary purpose is to provide funds to be used for educational programs for children and parents, computer lab enhancement, the school library, supplies for various school programs, teacher instructional funds, field trip costs, assemblies, playground equipment, equipment for the mutipurpose auditorium, and other items for the enrichment of the educational experience of the children at aspen elementary school in thousand oaks, california.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$23,735$42,563▲ $18,828
Land, Buildings, and Equipment, Net$2,218$1,331▼ $887
Total Assets$25,953$43,894▲ $17,941
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$25,953$43,894▲ $17,941
Total Net Assets Fund Balance$25,953$43,894▲ $17,941
Total Liabilities and Net Assets / Fund Balance$25,953$43,894▲ $17,941

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$1,331$20,764$22,095
Compensation and Service Providers

Board Members and Trustees

NameTitle
Holly SaariPresident
Sue CristeaPresident
Melissa Worthy Kate Kye2nd VP Progr
Robin Studebaker Frank Tamburro3rd VP Membe
Denise Stayrook4th VP Ways
Kim Mccutchen5th VP Outpo
Elisa BagwellAuditor
Rekha KrishnankuttyEscrip
JOAN O'BYRNEParliamentar
Donna RauchSecretary
Sandi PayneTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$19,927
Program Service Revenue
$827
Investment Income
$12
Other Revenue
$41,839
All Other Contributions
$19,787
Change in Net Assets
$17,941
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$44,664
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
All Other Expenses$3,007$1,142-$4,149
Other Expenses$2,644--$2,644
Depreciation Depletion$887--$887
Fees for Services Other-$299-$299
Total Functional Expenses$43,223$1,441$0$44,664
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$48,144
Fundraising Direct Expenses$18,322
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$18,542$18,542$9,185$9,357
Event 2$9,836$9,836$4,430$5,406
Total Events$33,728$33,728$14,620$19,108
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

No review was or will be conducted.

Form 990, Page 6, Part VI, Line 19

No documents available to the public

Filing and Contact Details

Filer

EIN
77-0373277

Signing Officer

Name
Sandi Payne
Title
Treasury
Signed
2014-11-04
Discuss with paid preparer
Yes

Organization Details

Voting Board Members
0
Independent Board Members
11
Employees
0

Preparer

Preparer
Neal Marks
Phone
8185917560
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

The association's primary purpose is to provide funds to be used for educational programs for children and parents, computer lab enhancement, the school library, supplies for various school programs, teacher instructional funds, field trip costs, assemblies, playground equipment, equipment for the mutipurpose auditorium, and other items for the enrichment of the educational experience of the children at aspen elementary school in thousand oaks, california.

Form 990, Page 2, Part III, Line 4D

Aspen parent-faculty association serves a student body of approximately 500 students in grades kindergarten through fifth grade. Money raised throughout the year goes directly back to the students in enhancing technology in the computer lab, addings books to the library, supplies for various school programs, school assemblies, playground equipment, and supplies and specialists in the areas of the art, music, physical education, and computer technology. Money raised by the organization is used to supplement money received by the state and the school district to enhance the educational experience of children at aspen elementary.

Form 990, Part XI, Line 9

PRIOR YEAR ADJ 0

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IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt08758
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt0298768
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt030
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt030
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/CurrentTaxYearAmt01461
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt01461
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99720
IRS990ScheduleA/PublicSupportPY509Pct00.99990
IRS990ScheduleA/PublicSupportTotal509Amt0535444
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt090347
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt095903
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0112218
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0103535
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0133441
IRS990ScheduleA/Total509Grp/TotalAmt0535444
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt091808
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt095903
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0112248
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0103535
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0133441
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0536935
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt01331
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt020764
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt022095
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01331
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt014620
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt018542
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt09836
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt05350
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt033728
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt018542
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt09836
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt05350
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt033728
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent1Amt0JOG-A-THON
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent2Amt0GIFT WRAP
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt019108
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt01005
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt014620
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt09185
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt04430
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ASSOCIATION'S PRIMARY PURPOSE IS TO PROVIDE FUNDS TO BE USED FOR EDUCATIONAL PROGRAMS FOR CHILDREN AND PARENTS, COMPUTER LAB ENHANCEMENT, THE SCHOOL LIBRARY, SUPPLIES FOR VARIOUS SCHOOL PROGRAMS, TEACHER INSTRUCTIONAL FUNDS, FIELD TRIP COSTS, ASSEMBLIES, PLAYGROUND EQUIPMENT, EQUIPMENT FOR THE MUTIPURPOSE AUDITORIUM, AND OTHER ITEMS FOR THE ENRICHMENT OF THE EDUCATIONAL EXPERIENCE OF THE CHILDREN AT ASPEN ELEMENTARY SCHOOL IN THOUSAND OAKS, CALIFORNIA.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ASPEN PARENT-FACULTY ASSOCIATION SERVES A STUDENT BODY OF APPROXIMATELY 500 STUDENTS IN GRADES KINDERGARTEN THROUGH FIFTH GRADE. MONEY RAISED THROUGHOUT THE YEAR GOES DIRECTLY BACK TO THE STUDENTS IN ENHANCING TECHNOLOGY IN THE COMPUTER LAB, ADDINGS BOOKS TO THE LIBRARY, SUPPLIES FOR VARIOUS SCHOOL PROGRAMS, SCHOOL ASSEMBLIES, PLAYGROUND EQUIPMENT, AND SUPPLIES AND SPECIALISTS IN THE AREAS OF THE ART, MUSIC, PHYSICAL EDUCATION, AND COMPUTER TECHNOLOGY. MONEY RAISED BY THE ORGANIZATION IS USED TO SUPPLEMENT MONEY RECEIVED BY THE STATE AND THE SCHOOL DISTRICT TO ENHANCE THE EDUCATIONAL EXPERIENCE OF CHILDREN AT ASPEN ELEMENTARY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2NO REVIEW WAS OR WILL BE CONDUCTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3NO DOCUMENTS AVAILABLE TO THE PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4PRIOR YEAR ADJ 0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART XI, LINE 9
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt025953
IRS990/TotalAssetsEOYAmt043894
IRS990/TotalAssetsGrp/BOYAmt025953
IRS990/TotalAssetsGrp/EOYAmt043894
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt019927
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt01441
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt043223
IRS990/TotalFunctionalExpensesGrp/TotalAmt044664
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt025953
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt043894
IRS990/TotalOtherProgSrvcExpenseAmt01559
IRS990/TotalProgramServiceExpensesAmt043223
IRS990/TotalProgramServiceRevenueAmt0827
IRS990/TotalRevenueGrp/ExclusionAmt042666
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt012
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt062605
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt025953
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt043894
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt025953
IRS990/UnrestrictedNetAssetsGrp/EOYAmt043894
IRS990/VotingMembersGoverningBodyCnt00
IRS990/VotingMembersIndependentCnt011
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SANDI PAYNE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURY
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-11-04
ReturnHeader/Filer/BusinessName/BusinessNameLine10ASPEN PARENT FACULTY ASSOCIATION
ReturnHeader/Filer/BusinessNameControlTxt0ASPE
ReturnHeader/Filer/EIN0770373277
ReturnHeader/Filer/USAddress/AddressLine1050 W HILLCREST DR 218
ReturnHeader/Filer/USAddress/City0THOUSAND OAKS
ReturnHeader/Filer/USAddress/State0CA
ReturnHeader/Filer/USAddress/ZIPCode091360
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0954497665
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10MARKS & DEVINE CPA'S
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1023801 CALABASAS RD STE 2026
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0CALABASAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0913021664
ReturnHeader/PreparerPersonGrp/PhoneNum08185917560
ReturnHeader/PreparerPersonGrp/PreparationDt02014-11-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0NEAL MARKS
ReturnHeader/ReturnTs02014-11-17T11:31:23-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.88$0.88$0.85$0.95$0.11
2023Detailed filing. Detailed filing data is available for this year.$0.99$0.99$0.84$0.59$0.25
2022Detailed filing. Detailed filing data is available for this year.$0.73$0.73$0.86$0.82$0.04
2021Detailed filing. Detailed filing data is available for this year.$0.69$0.69$0.33$0.21$0.12
2020Detailed filing. Detailed filing data is available for this year.$0.57$0.57$0.57$1.00$0.43
2019Detailed filing. Detailed filing data is available for this year.$1.00$0.00$1.00$1.01$0.85$0.16
2018Detailed filing. Detailed filing data is available for this year.$0.84$0.00$0.84$1.05$0.85$0.20
2017Detailed filing. Detailed filing data is available for this year.$0.64$0.00$0.64$0.93$0.64$0.30
2016Detailed filing. Detailed filing data is available for this year.$0.34$0.00$0.34$0.52$0.53$0.02
2015Detailed filing. Detailed filing data is available for this year.$0.36$0.00$0.36$0.62$0.70$0.08
2014Detailed filing. Detailed filing data is available for this year.$0.44$0.00$0.44$0.63$0.45$0.18
2013Summary only. Only limited summary data is available for this year.$0.26$0.00$0.26$0.68$0.86$0.18
2012Summary only. Only limited summary data is available for this year.$0.44$0.00$0.44$0.57$0.78$0.20
2011Summary only. Only limited summary data is available for this year.$0.65$0.00$0.57$0.78$0.21