Civic Intelligence

Ocean View Elementary PTO

990EZ • Fiscal year 2018 • EIN 82-1484714

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 20, 2019

Organization ProfileN/A
1208 Linda DriveArroyo Grande, CA 93420

(805) 474-3000

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

72nd percentile

16%

Higher net margin than 72% of similar nonprofits.

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

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% 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

97th percentile

331%

Faster asset growth than 97% of similar nonprofits.

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

Revenue Growth

100th percentile

2876%

Faster revenue growth than 100% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$37,776

Up $29,002 (+331%) from 2017

Net Assets

$37,776

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin72nd percentile

Revenue

Up

$180,147

Up $174,093 (+2876%) from 2017

Expenses

Up

$151,145

Up $149,360 (+8368%) from 2017

Net Income

Up

$29,002

Up $24,733 (+579%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth97th percentile

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

$150K$100K$50K$0Assets 2017: $8,774Liabilities 2017: $02017Assets 2018: $115,054Net Assets 2018: $115,0542018Assets 2018: $37,776Net Assets 2018: $37,7762018Assets 2020: $6,940Net Assets 2020: $6,9402020Assets 2021: $40,869Net Assets 2021: $40,8692021Assets 2022: $96,895Net Assets 2022: $96,8952022Assets 2023: $22,650Net Assets 2023: $22,6502023Assets 2024: $70,572Liabilities 2024: $0Net Assets 2024: $70,5722024Assets 2025: $96,741Liabilities 2025: $0Net Assets 2025: $96,7412025

Highlighted filing

2018

Assets$37,776
Liabilities-
Net Assets$37,776
Open 2018 Filing

Operations Trend

Revenue Growth100th percentile

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

$300K$200K$100K$0-$100KRevenue 2017: $6,054Expenses 2017: $1,785Net Income 2017: $4,2692017Revenue 2018: $166,939Expenses 2018: $56,400Net Income 2018: $110,5392018Revenue 2018: $180,147Expenses 2018: $151,145Net Income 2018: $29,0022018Revenue 2020: $94,004Expenses 2020: $87,064Net Income 2020: $6,9402020Revenue 2021: $56,777Expenses 2021: $96,948Net Income 2021: -$40,1712021Revenue 2022: $171,086Expenses 2022: $115,060Net Income 2022: $56,0262022Revenue 2023: $182,562Expenses 2023: $256,807Net Income 2023: -$74,2452023Revenue 2024: $222,645Expenses 2024: $174,723Net Income 2024: $47,9222024Revenue 2025: $220,182Expenses 2025: $194,013Net Income 2025: $26,1692025

Highlighted filing

2018

Revenue$180,147
Expenses$151,145
Net Income$29,002
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 20, 2019
Return Version
2018v3.1
Gross Receipts
$180,147
Mission and Program Overview

Mission

Organized exclusively for charitable and educational purposes. To promote the welfare of children and youth by fostering relationships among the school, parent and teachers. To provide programs and services to the students of ocean view elementary.

To support educational programs for the school.

Program Services

DescriptionGrantsExpenses
Parent support for teacher and student programs$151,145-
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kelly ReynoldsPresidentPT$0--
Dana RobertsonVice PresidentPT$0--
Aimee AvantTreasurerPT$0--
Kari SinnerSecretaryPT$0--
Julia ToddSecretaryPT$0--
Anna HerlihyVice President-$0--
Amy MadsonVice President-$0--
Filing and Contact Details

Filer

Filer Name
Ocean View Elementary PTO
EIN
82-1484714
Phone
8054743000
Address
1208 Linda Drive, Arroyo Grande, CA 93420

Signing Officer

Name
Kelly Reynolds
Title
President
Signed
2019-11-20
Discuss with paid preparer
Yes

Preparer

Firm
Economy Tax Service
Address
PO BOX 1180, TEMPLETON, CA 93465
Preparer
Wynell LMartinez
Phone
8054812501
Supplemental Narrative

Additional Explanations

Other Expenses.1002

“Office Expenses $8263”

Other Expenses.1

“fundraising expense $79202”

Other Expenses.2

“Student Enrichment $31738”

Other Expenses.3

“School Support $26913”

Other Expenses.4

“Plays & Events $3944”

Raw XML Appendix151 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/AddressLine1Txt01208 Linda Drive
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Arroyo Grande
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd093420
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt08774
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt037776
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0180147
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt029002
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01085
IRS990EZ/FiledScheduleAInd0true
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IRS990EZ/ForeignOfficeInd0false
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IRS990EZ/Form720FiledInd0false
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IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt0180147
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitialReturnInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt08774
IRS990EZ/NetAssetsOrFundBalancesEOYAmt037776
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt08774
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt45.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt62.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Kelly Reynolds
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Dana Robertson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Aimee Avant
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Kari Sinner
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Julia Todd
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Anna Herlihy
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Amy Madson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Vice President
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt0150060
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0To support educational programs for the school.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Parent support for teacher and student programs
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt0151145
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0true
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0151145
IRS990EZ/TotalProgramServiceExpensesAmt0151145
IRS990EZ/TotalRevenueAmt0180147
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/SchoolInd0X
IRS990ScheduleE/ComplianceWithRevProc7550Ind0true
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd0false
IRS990ScheduleE/DiscriminateRaceAthltProgInd0false
IRS990ScheduleE/DiscriminateRaceEducPlcyInd0false
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd0false
IRS990ScheduleE/DiscriminateRaceOtherActyInd0false
IRS990ScheduleE/DiscriminateRaceSchsInd0false
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd0false
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd0false
IRS990ScheduleE/GovernmentFinancialAidRcvdInd0false
IRS990ScheduleE/GovernmentFinancialAidRvkdInd0false
IRS990ScheduleE/MaintainCpyOfAllSolInd0true
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd0true
IRS990ScheduleE/MaintainRacialCompRecsInd0true
IRS990ScheduleE/MaintainScholarshipsRecsInd0true
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd0true
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd0true
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd0true
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule E, Line 3 - Racially Nondiscriminatory Policy Publicized
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc1Schedule E, Line 4 - Explanation of Records and Materials Not Maintained
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc2Schedule E, Line 5 - Explanation of Organization Discrimination by Race
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $8263
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1fundraising expense $79202
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Student Enrichment $31738
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3School Support $26913
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Plays & Events $3944
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.4
ReturnHeader/BuildTS02020-04-17 16:48:07Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Kelly Reynolds
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Ocean View Elementary PTO
ReturnHeader/Filer/BusinessNameControlTxt0OCEA
ReturnHeader/Filer/EIN0821484714
ReturnHeader/Filer/PhoneNum08054743000
ReturnHeader/Filer/USAddress/AddressLine1Txt01208 Linda Drive
ReturnHeader/Filer/USAddress/CityNm0Arroyo Grande
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093420
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0770548913
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Economy Tax Service
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 1180
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0TEMPLETON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd093465
ReturnHeader/PreparerPersonGrp/PhoneNum08054812501
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Wynell LMartinez
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02019-11-21T09:21:59-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$37,776
Liabilities
-
Net assets
$37,776
Revenue
$180,147
Expenses
$151,145
Net income
$29,002
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.97$0.00$0.97$2.20$1.94$0.26
2024Detailed filing. Detailed filing data is available for this year.$0.71$0.00$0.71$2.23$1.75$0.48
2023Detailed filing. Detailed filing data is available for this year.$0.23$0.23$1.83$2.57$0.74
2022Detailed filing. Detailed filing data is available for this year.$0.97$0.97$1.71$1.15$0.56
2021Detailed filing. Detailed filing data is available for this year.$0.41$0.41$0.57$0.97$0.40
2020Detailed filing. Detailed filing data is available for this year.$0.07$0.07$0.94$0.87$0.07
2018Detailed filing. Detailed filing data is available for this year.$1.15$1.15$1.67$0.56$1.11
2018Detailed filing. Detailed filing data is available for this year.$0.38$0.38$1.80$1.51$0.29
2017Summary only. Only limited summary data is available for this year.$0.09$0.00$0.06$0.02$0.04