Civic Intelligence

Ocean View Elementary PTO

990EZ • Fiscal year 2020 • EIN 82-1484714

Sep 01, 2019 to Aug 31, 2020 • Filed on Oct 29, 2020

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 2020

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2020

Net Margin

54th percentile

7.4%

Higher net margin than 54% of similar nonprofits.

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

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2020

Asset Growth

7th percentile

-57%

Faster asset growth than 7% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2020

Revenue Growth

37th percentile

-28%

Faster revenue growth than 37% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2020

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$6,940

Down $108,114 (-94%) from 2018

Net Assets

Down

$6,940

Down $108,114 (-94%) from 2018

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin54th percentile

Revenue

Down

$94,004

Down $72,935 (-44%) from 2018

Expenses

Up

$87,064

Up $30,664 (+54%) from 2018

Net Income

Down

$6,940

Down $103,599 (-94%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth7th 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 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

2020

Assets$6,940
Liabilities-
Net Assets$6,940
Open 2020 Filing

Operations Trend

Revenue Growth37th 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 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

2020

Revenue$94,004
Expenses$87,064
Net Income$6,940
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2019 to Aug 31, 2020
Signed
Oct 29, 2020
Return Version
2019v5.0
Gross Receipts
$94,004
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--
Compensation and Service Providers
Top Officer PayScore unavailable

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
2020-10-29
Discuss with paid preparer
Yes

Preparer

Firm
Economy Tax Serv
Address
PO Box 1180 6275 Tecorida, Templton, CA 93465
Preparer
Wynell LMartinez
Phone
8054812501
Supplemental Narrative

Additional Explanations

Other Expenses.1

“Student Folders $44432”

Other Expenses.2

“School Support $40736”

Other Expenses.3

“Plays & Events $1000”

Raw XML Appendix143 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/PhoneNum08058786656
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01208 Linda Drive
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Arroyo Grande
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd093420
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt06940
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt094004
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt06940
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0896
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
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IRS990EZ/Form990TotalAssetsGrp/BOYAmt00
IRS990EZ/Form990TotalAssetsGrp/EOYAmt06940
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt094004
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitialReturnInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesEOYAmt06940
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt00
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt06940
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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/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt086168
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0To support educational programs for the school.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Parent support for teacher and student programs
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0true
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt087064
IRS990EZ/TotalRevenueAmt094004
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/ExplanationTxt0Student Folders $44432
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1School Support $40736
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Plays & Events $1000
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.3
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Kelly Reynolds
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-10-29
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 Serv
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO Box 1180 6275 Tecorida
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Templton
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd093465
ReturnHeader/PreparerPersonGrp/PhoneNum08054812501
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Wynell LMartinez
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02020-11-02T08:44:33-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-09-01
ReturnHeader/TaxPeriodEndDt02020-08-31
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
$6,940
Liabilities
-
Net assets
$6,940
Revenue
$94,004
Expenses
$87,064
Net income
$6,940
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
2017Summary only. Only limited summary data is available for this year.$0.09$0.00$0.06$0.02$0.04