Civic Intelligence

Ellerth E Larson PTO

990EZ • Fiscal year 2020 • EIN 81-5225918

Jul 01, 2019 to Jun 30, 2020 • Filed on Apr 29, 2021

Organization ProfileN/A
2375 Giannoni WayLodi, CA 95242

(209) 224-5125

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.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

55th percentile

0.00x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

78th percentile

30%

Higher net margin than 78% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

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.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

74th percentile

34%

Faster asset growth than 74% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

27th percentile

-41%

Faster revenue growth than 27% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets55th percentile

Assets

Up

$43,533

Up $10,958 (+34%) from 2019

Net Assets

Up

$43,533

Up $10,958 (+34%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin78th percentile

Revenue

Down

$36,636

Down $25,964 (-41%) from 2019

Expenses

Down

$25,678

Down $35,344 (-58%) from 2019

Net Income

Up

$10,958

Up $9,380 (+594%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth74th percentile

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

$80K$60K$40K$20K$0Assets 2018: $30,997Liabilities 2018: $0Net Assets 2018: $30,9972018Assets 2019: $32,575Liabilities 2019: $0Net Assets 2019: $32,5752019Assets 2020: $43,533Liabilities 2020: $0Net Assets 2020: $43,5332020Assets 2024: $61,689Liabilities 2024: $0Net Assets 2024: $61,6892024

Highlighted filing

2020

Assets$43,533
Liabilities$0
Net Assets$43,533
Open 2020 Filing

Operations Trend

Revenue Growth27th percentile

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

$100K$50K$0Revenue 2018: $88,628Expenses 2018: $57,631Net Income 2018: $30,9972018Revenue 2019: $62,600Expenses 2019: $61,022Net Income 2019: $1,5782019Revenue 2020: $36,636Expenses 2020: $25,678Net Income 2020: $10,9582020Revenue 2024: $69,760Expenses 2024: $52,125Net Income 2024: $17,6352024

Highlighted filing

2020

Revenue$36,636
Expenses$25,678
Net Income$10,958
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Apr 29, 2021
Return Version
2019v5.2
Gross Receipts
$55,713
Mission and Program Overview

Mission

To raise funds for larson elementary school relating to school improvements for equipment, computers, and library needs, as well as to enhance educational and academic needs for the students and teachers at larson elementary school.

To raise funds for larson elementary school relating to school improvements for equipment, computers and library needs, as well as to enhance educational and academic needs for the students and teachers at larson elementary school.

Program Services

DescriptionGrantsExpenses
ACADEMIC ENRICHMENT PROGRAMS, ACADEMIC ASSEMBLIES, LIBRARY, & OTHER.$0$21,976
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
STEPHANIE MULLINSPresidentPT$0--
JESS HAWKINSVice President ElectPT$0--
SONIA TRUJILLOTreasurerPT$0--
BRITTNEY STAFFORDRecording SecretaryPT$0--
JOE LYNNFinancial SecretaryPT$0--
TOMMY MOGANAuditor-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fall Fundraiser$46,277$44,077$4,664$39,413
Total Events$51,037$48,837$19,077$29,760
Filing and Contact Details

Filer

Filer Name
Ellerth E Larson Pto
EIN
81-5225918
Phone
2092245125
Address
2375 GIANNONI WAY, LODI, CA 95242

Signing Officer

Name
Stephanie Mullins
Title
President
Phone
2092245125
Signed
2021-04-29
Discuss with paid preparer
Yes

Preparer

Firm
Bowman & Company Llp
Address
10100 TRINITY PARKWAYSTE 310, STOCKTON, CA 95219
Preparer
Ryan Dingler CPA
Phone
2094731040
Supplemental Narrative

Additional Explanations

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

“Description: classroom allotments. Amount: 1,632. Description: office expenses. Amount: 2,164. Description: study trips. Amount: 10,853. Description: other program expenses. Amount: 10,809. Total to form 990-ez, line 16: 25,458.”

Raw XML Appendix183 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
IRS990EZ/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0THE ORGANIZATION
IRS990EZ/BooksInCareOfDetail/PhoneNum02092245125
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt02375 GIANNONI WAY
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0LODI
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd095242
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt032575
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt043533
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
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IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
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IRS990EZ/GrossReceiptsAmt055713
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
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IRS990EZ/MembershipDuesAmt02651
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt032575
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IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt043533
IRS990EZ/OccupancyRentUtltsAndMaintAmt0220
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt52.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0STEPHANIE MULLINS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JESS HAWKINS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2SONIA TRUJILLO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3BRITTNEY STAFFORD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JOE LYNN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5TOMMY MOGAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT ELECT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3RECORDING SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4FINANCIAL SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5AUDITOR
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt025458
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TO RAISE FUNDS FOR LARSON ELEMENTARY SCHOOL RELATING TO SCHOOL IMPROVEMENTS FOR EQUIPMENT, COMPUTERS AND LIBRARY NEEDS, AS WELL AS TO ENHANCE EDUCATIONAL AND ACADEMIC NEEDS FOR THE STUDENTS AND TEACHERS AT LARSON ELEMENTARY SCHOOL.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0ACADEMIC ENRICHMENT PROGRAMS, ACADEMIC ASSEMBLIES, LIBRARY, & OTHER.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt021976
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SpecialEventsDirectExpensesAmt019077
IRS990EZ/SpecialEventsNetIncomeLossAmt029760
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt025678
IRS990EZ/TotalProgramServiceExpensesAmt021976
IRS990EZ/TotalRevenueAmt036636
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt06876
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt08831
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt026388
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt042095
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt048837
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt073098
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt086898
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt0208833
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0250928
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt055713
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt081929
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0113286
IRS990ScheduleA/Total509Grp/TotalAmt0250928
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt055713
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt081929
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0113286
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0250928
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt02200
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt02200
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt019077
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt0800
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt0800
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0FALL FUNDRAISER
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt03887
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt03887
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt046277
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt04760
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt051037
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt044077
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt04760
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt048837
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt029760
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt03331
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt07995
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt04664
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt04
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt06395
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt06395
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: CLASSROOM ALLOTMENTS. AMOUNT: 1,632. DESCRIPTION: OFFICE EXPENSES. AMOUNT: 2,164. DESCRIPTION: STUDY TRIPS. AMOUNT: 10,853. DESCRIPTION: OTHER PROGRAM EXPENSES. AMOUNT: 10,809. TOTAL TO FORM 990-EZ, LINE 16: 25,458.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 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/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0STEPHANIE MULLINS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02092245125
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-04-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ELLERTH E LARSON PTO
ReturnHeader/Filer/BusinessNameControlTxt0ELLE
ReturnHeader/Filer/EIN0815225918
ReturnHeader/Filer/PhoneNum02092245125
ReturnHeader/Filer/USAddress/AddressLine1Txt02375 GIANNONI WAY
ReturnHeader/Filer/USAddress/CityNm0LODI
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095242
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0941481988
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BOWMAN & COMPANY LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt010100 TRINITY PARKWAYSTE 310
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0STOCKTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095219
ReturnHeader/PreparerPersonGrp/PhoneNum02094731040
ReturnHeader/PreparerPersonGrp/PreparationDt02021-04-29
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RYAN DINGLER CPA
ReturnHeader/ReturnTs02021-05-05T16:22:09-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$43,533
Liabilities
$0
Net assets
$43,533
Revenue
$36,636
Expenses
$25,678
Net income
$10,958
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$61.7$0.00$61.7$69.8$52.1$17.6
2020Detailed filing. Detailed filing data is available for this year.$43.5$0.00$43.5$36.6$25.7$11.0
2019Detailed filing. Detailed filing data is available for this year.$32.6$0.00$32.6$62.6$61.0$1.58
2018Detailed filing. Detailed filing data is available for this year.$31.0$0.00$31.0$88.6$57.6$31.0