Civic Intelligence

Ocean View Elementary PTO

990EZ • Fiscal year 2023 • EIN 82-1484714

Sep 01, 2022 to Aug 31, 2023 • Filed on Nov 17, 2023

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 2023

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2023

Net Margin

12th percentile

-41%

Higher net margin than 12% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

5th percentile

-77%

Faster asset growth than 5% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

52nd percentile

6.7%

Faster revenue growth than 52% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Assets

Down

$22,650

Down $74,245 (-77%) from 2022

Net Assets

Down

$22,650

Down $74,245 (-77%) from 2022

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$182,562

Up $11,476 (+6.7%) from 2022

Expenses

Up

$256,807

Up $141,747 (+123%) from 2022

Net Income

Down

-$74,245

Down $130,271 (-233%) from 2022

Historical Trend

Balance Sheet Trend

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

2023

Assets$22,650
Liabilities-
Net Assets$22,650

Operations Trend

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

2023

Revenue$182,562
Expenses$256,807
Net Income-$74,245
Jump To
Filing Snapshot
Filing Period
Sep 1, 2022 to Aug 31, 2023
Signed
Nov 17, 2023
Return Version
2022v5.0
Gross Receipts
$182,562
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.

Program Services

DescriptionGrantsExpenses
OCEAN VIEW PTO PROVIDED SUPPORT FOR VARIOUS SCHOOL PROGRAMS INCLUDING BUT NOT LIMITED TO - READING CURRICULUM, LIBRARY FUND, ASSEMBLIES, CLASSROOM SUPPORT FOR SUPPLIES, KID'S BUDINESS FAIR AND TEACHER APPRECIATION.-$190,816
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JENN PRENTICEPresidentPT$0--
DANA ROBERTSONVice PresidePT$0--
NICOLE STEPHENSVP Ways & MePT$0--
NIKKI TOWNSENDVP ProgramsPT$0--
CHRISTINA CARROLLVP MembershiPT$0--
RACHEL MEAGERVP CommunicaPT$0--
MARJA RAFIEEVP CommunicaPT$0--
KELLY REYNOLDSTreasurerPT$0--
KARI SINNERCo-SecretaryPT$0--
COREY OAKLEYSecretaryPT$0--
DEBBIE MERRITTHistorian-$0--
SANDRA BROWNLEETeacher Liai-$0--
COREY OAKLEYSpirit Wear-$0--
SARA OATESAuction Chai-$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
Treasurer
Phone
8058786656
Signed
2023-11-17
Discuss with paid preparer
Yes

Preparer

Firm
Melodie C Dean Ea
Address
780 CAMINO CABALLO, NIPOMO, CA 93444
Preparer
Melodie C Dean Ea
Phone
8059292090
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I

Fundraising expenses for annual auction 21,447 fundraiser expenses for double good popcorn 3,458 fundraiser expenses for apex fun run 37,632 school support 190,816 spirit wear 931 yearbook 2,523

Form 990-ez, Part I, Line 16

Expenses yearly support 256,807 total 256,807

Form 990-ez, Part III

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.

Raw XML Appendix186 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/PersonNm0JENN PRENTICE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DANA ROBERTSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2NICOLE STEPHENS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3NIKKI TOWNSEND
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4CHRISTINA CARROLL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5RACHEL MEAGER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6MARJA RAFIEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7KELLY REYNOLDS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8KARI SINNER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9COREY OAKLEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10DEBBIE MERRITT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11SANDRA BROWNLEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm12COREY OAKLEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm13SARA OATES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VP WAYS & ME
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VP PROGRAMS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4VP MEMBERSHI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5VP COMMUNICA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6VP COMMUNICA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8CO-SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10HISTORIAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11TEACHER LIAI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt12SPIRIT WEAR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt13AUCTION CHAI
IRS990EZ/OperateHospitalInd0false
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IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt0256807
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0OCEAN VIEW PTO PROVIDED SUPPORT FOR VARIOUS SCHOOL PROGRAMS INCLUDING BUT NOT LIMITED TO - READING CURRICULUM, LIBRARY FUND, ASSEMBLIES, CLASSROOM SUPPORT FOR SUPPLIES, KID'S BUDINESS FAIR AND TEACHER APPRECIATION.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0190816
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IRS990EZ/WebsiteAddressTxt0OCEANVIEW.LUCIAMARSCHOOLS.ORG
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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/ExplanationTxt0OCEAN VIEW PTO'S RACIALLY NON DISCRIMINATION POLICY CAN E FOUND ON THE OCEAN VIEW ELEMENTARY SCHOOL WEBSITE.
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE E, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FUNDRAISING EXPENSES FOR ANNUAL AUCTION 21,447 FUNDRAISER EXPENSES FOR DOUBLE GOOD POPCORN 3,458 FUNDRAISER EXPENSES FOR APEX FUN RUN 37,632 SCHOOL SUPPORT 190,816 SPIRIT WEAR 931 YEARBOOK 2,523
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES YEARLY SUPPORT 256,807 TOTAL 256,807
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ORGANIZED 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.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KELLY REYNOLDS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08058786656
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-17
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
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ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MELODIE C DEAN EA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0780 CAMINO CABALLO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NIPOMO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd093444
ReturnHeader/PreparerPersonGrp/PhoneNum08059292090
ReturnHeader/PreparerPersonGrp/PreparationDt02023-11-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MELODIE C DEAN EA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02023-11-14T18:31:26-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0KELLY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0REYNOLDS
ReturnHeader/TaxPeriodBeginDt02022-09-01
ReturnHeader/TaxPeriodEndDt02023-08-31
ReturnHeader/TaxYr02022

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