Civic Intelligence

Cabrillo Middle School PTO

990EZ • Fiscal year 2018 • EIN 77-0386013

Jul 01, 2017 to Jun 30, 2018 • Filed on Nov 06, 2018

1426 E Santa Clara StVentura, CA 93001

(805) 641-5155

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 2018

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2018

Net Margin

53rd percentile

4.5%

Higher net margin than 53% of similar nonprofits.

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

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

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

Asset Growth

53rd percentile

3.0%

Faster asset growth than 53% of similar nonprofits.

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

Revenue Growth

51st percentile

1.7%

Faster revenue growth than 51% of similar nonprofits.

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

Assets

Up

$64,956

Up $1,919 (+3.0%) from 2017

Net Assets

Up

$64,956

Up $1,919 (+3.0%) from 2017

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$42,727

Up $721 (+1.7%) from 2017

Expenses

Up

$40,808

Up $9,421 (+30%) from 2017

Net Income

Down

$1,919

Down $8,700 (-82%) from 2017

Historical Trend

Balance Sheet Trend

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

$80K$60K$40K$20K$0Assets 2011: $35,945Net Assets 2011: $35,9452011Assets 2012: $33,237Net Assets 2012: $33,2372012Assets 2013: $37,695Net Assets 2013: $37,6952013Assets 2014: $36,501Net Assets 2014: $36,5012014Assets 2015: $41,615Net Assets 2015: $41,6152015Assets 2016: $52,418Net Assets 2016: $52,4182016Assets 2017: $63,037Net Assets 2017: $63,0372017Assets 2018: $64,956Net Assets 2018: $64,9562018Assets 2019: $58,962Net Assets 2019: $58,9622019

Highlighted filing

2018

Assets$64,956
Liabilities-
Net Assets$64,956

Operations Trend

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

$60K$40K$20K$0-$20KRevenue 2011: $46,211Expenses 2011: $33,925Net Income 2011: $12,2862011Revenue 2012: $38,627Expenses 2012: $41,335Net Income 2012: -$2,7082012Revenue 2013: $40,590Expenses 2013: $36,132Net Income 2013: $4,4582013Revenue 2014: $32,834Expenses 2014: $34,028Net Income 2014: -$1,1942014Revenue 2015: $35,047Expenses 2015: $29,933Net Income 2015: $5,1142015Revenue 2016: $30,673Expenses 2016: $19,870Net Income 2016: $10,8032016Revenue 2017: $42,006Expenses 2017: $31,387Net Income 2017: $10,6192017Revenue 2018: $42,727Expenses 2018: $40,808Net Income 2018: $1,9192018Revenue 2019: $28,134Expenses 2019: $34,128Net Income 2019: -$5,9942019

Highlighted filing

2018

Revenue$42,727
Expenses$40,808
Net Income$1,919
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Nov 6, 2018
Return Version
2017v2.2
Gross Receipts
$50,604
Mission and Program Overview

Mission

The purpose of the organization is to support the activities of the cabrillo middle school that are otherwise un affordable due to the limited budget of the school district.

Program Services

DescriptionGrantsExpenses
GRANTS ARE GIVEN TO CABRILLO MIDDLE SCHOOL AND ITS TEACHERS IN ORDER TO ASSIST WITH EDUCATIONAL EXPENDITURES FOR APPROXIMATELY 1000 STUDENTS. THE GRANTS PROVIDE FOR PROGRAMS THAT ARE NOT COVERED BY THE NORMAL SCHOOL OPERATING BUDGET. PROGRAMS INCLUDE MUSICAL INSTRUCTION, LIBRARY BOOKS, GEOGRAPHY MAPS, COMPUTERS, VIDEO AND REPRO GRAPHIC EQUIPMENT, INTRAMURAL SPORTS AND CLASSROOM FURNITURE AND SUPPLIES$26,336-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JULIE BURSEKPresident-$0--
SHANNON BROWNParlimentarian-$0--
CHRISTIN NAGLETreasurer-$0--
APRIL HOFFVice President-$0--
SARAH KELLYSecretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
T Shirts, Mariner Fund, Silient Auction$50,190$50,190$7,877$42,313
Total Events$50,190$50,190$7,877$42,313
Filing and Contact Details

Filer

Filer Name
Cabrillo Middle School Pto
EIN
77-0386013
Phone
8056415155
Address
1426 E SANTA CLARA ST, VENTURA, CA 93001

Signing Officer

Name
Christin Nagle
Title
Treasurer
Signed
2018-11-06
Discuss with paid preparer
Yes

Preparer

Firm
Vance Thrift & Biller LLP CPAs
Address
181 South Ash Street, Ventura, CA 93001
Preparer
Gary Wolfe
Phone
8056486061
Supplemental Narrative

Additional Explanations

Grants and Similar Amounts Paid In Excess of $5,000.1

| Donee's Name: CABRILLO MIDDLE SCHOOL | Donee's Address: 1426 E. SANTA CLARA STREET VENTURA CA 93001 | Relationship of Donee: SUPPORT ORGANIZATION | Cash Amount Given: $26336

Other Expenses.1002

Office Expenses $234

Other Expenses.1012

Insurance $630

Other Expenses.1

MAINTENANCE $10485

Other Expenses.2

HOSPITALITY $1461

Other Expenses.3

Honorary service awards $1202

Other Expenses.4

BANK CHARGES $60

Other Expenses.5

FILING FEE $25

Raw XML Appendix187 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/PersonNm1SHANNON BROWN
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3APRIL HOFF
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PARLIMENTARIAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt014097
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IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0THE PURPOSE OF THE ORGANIZATION IS TO SUPPORT THE ACTIVITIES OF THE CABRILLO MIDDLE SCHOOL THAT ARE OTHERWISE UN AFFORDABLE DUE TO THE LIMITED BUDGET OF THE SCHOOL DISTRICT.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0GRANTS ARE GIVEN TO CABRILLO MIDDLE SCHOOL AND ITS TEACHERS IN ORDER TO ASSIST WITH EDUCATIONAL EXPENDITURES FOR APPROXIMATELY 1000 STUDENTS. THE GRANTS PROVIDE FOR PROGRAMS THAT ARE NOT COVERED BY THE NORMAL SCHOOL OPERATING BUDGET. PROGRAMS INCLUDE MUSICAL INSTRUCTION, LIBRARY BOOKS, GEOGRAPHY MAPS, COMPUTERS, VIDEO AND REPRO GRAPHIC EQUIPMENT, INTRAMURAL SPORTS AND CLASSROOM FURNITURE AND SUPPLIES
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt026336
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt07877
IRS990EZ/SpecialEventsNetIncomeLossAmt042313
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
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IRS990EZ/TotalRevenueAmt042727
IRS990EZ/TransactionWithControlEntInd0false
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IRS990EZ/WebsiteAddressTxt0N/A
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IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99930
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt050190
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IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt07877
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt07877
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Donee's Name: CABRILLO MIDDLE SCHOOL | Donee's Address: 1426 E. SANTA CLARA STREET VENTURA CA 93001 | Relationship of Donee: SUPPORT ORGANIZATION | Cash Amount Given: $26336
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Expenses $234
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Insurance $630
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3MAINTENANCE $10485
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4HOSPITALITY $1461
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5HONORARY SERVICE AWARDS $1202
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6BANK CHARGES $60
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7FILING FEE $25
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1002
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1
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ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CHRISTIN NAGLE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CABRILLO MIDDLE SCHOOL PTO
ReturnHeader/Filer/BusinessNameControlTxt0CABR
ReturnHeader/Filer/EIN0770386013
ReturnHeader/Filer/PhoneNum08056415155
ReturnHeader/Filer/USAddress/AddressLine1Txt01426 E SANTA CLARA ST
ReturnHeader/Filer/USAddress/CityNm0VENTURA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093001
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0951848757
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0181 South Ash Street
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Ventura
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd093001
ReturnHeader/PreparerPersonGrp/PhoneNum08056486061
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GARY WOLFE
ReturnHeader/ReturnTs02018-11-07T08:26:52-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

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Filings