Civic Intelligence

Ocean View Elementary PTO

990EZ • Fiscal year 2021 • EIN 82-1484714

Sep 01, 2020 to Aug 31, 2021 • Filed on Nov 10, 2021

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 2021

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2021

Net Margin

9th percentile

-71%

Higher net margin than 9% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

97th percentile

489%

Faster asset growth than 97% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

21st percentile

-40%

Faster revenue growth than 21% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Assets

Up

$40,869

Up $33,929 (+489%) from 2020

Net Assets

Up

$40,869

Up $33,929 (+489%) from 2020

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$56,777

Down $37,227 (-40%) from 2020

Expenses

Up

$96,948

Up $9,884 (+11%) from 2020

Net Income

Down

-$40,171

Down $47,111 (-679%) from 2020

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

2021

Assets$40,869
Liabilities-
Net Assets$40,869

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

2021

Revenue$56,777
Expenses$96,948
Net Income-$40,171
Jump To
Filing Snapshot
Filing Period
Sep 1, 2020 to Aug 31, 2021
Signed
Nov 10, 2021
Return Version
2020v4.0
Gross Receipts
$56,777
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
PROVIDED SUPPORT TO EDUCATORS AND FACULTY TO IMPROVE THE EDUCATIONAL EXPERIENCE THROUGH FINANCIAL SUPPORT OF SPECIFIC PROGRAMS.-$69,059
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 BUSINESS FAIR AND TEACHER APPRECIATION.--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
KELLY REYNOLDSPresidentPT$0--
DANA ROBERTSONVice PresidePT$0--
PAULA REITSMAVP Ways & MePT$0--
AMY MADSONVP ProgramsPT$0--
ANNA HERLIHYVP MembershiPT$0--
AIMEE AVANTTreasurerPT$0--
KARI SINNERCo-Secretary-$0--
JULIA TODDCo-Secretary-$0--
DEBBIE MERRITTHistorian-$0--
MIKA PIERCETeacher Liai-$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
Phone
8052029110
Signed
2021-11-10
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

Good popcorn fundraiser expense 4118 apex fun run expenses 23771 school support 69059

Form 990-ez, Part I, Line 16

Expenses yearly expenses 96,948 total 96,948

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.

Form 990-ez, Part III, Line 28

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 business fair and teacher appreciation.

Form 990-ez, Part III, Line 31

Provided support to educators and faculty to improve the educational experience through financial support of specific programs.

Raw XML Appendix178 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
CompensationExplanation/CompensationExplanationGrp/PersonNm0KELLY REYNOLDS
CompensationExplanation/CompensationExplanationGrp/PersonNm1DANA ROBERTSON
CompensationExplanation/CompensationExplanationGrp/PersonNm2PAULA REITSMA
CompensationExplanation/CompensationExplanationGrp/PersonNm3AMY MADSON
CompensationExplanation/CompensationExplanationGrp/PersonNm4ANNA HERLIHY
CompensationExplanation/CompensationExplanationGrp/PersonNm5AIMEE AVANT
CompensationExplanation/CompensationExplanationGrp/PersonNm6KARI SINNER
CompensationExplanation/CompensationExplanationGrp/PersonNm7JULIA TODD
CompensationExplanation/CompensationExplanationGrp/PersonNm8DEBBIE MERRITT
CompensationExplanation/CompensationExplanationGrp/PersonNm9MIKA PIERCE
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
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IRS990EZ/ExcessOrDeficitForYearAmt0-40171
IRS990EZ/FiledScheduleAInd0true
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt92.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0KELLY REYNOLDS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DANA ROBERTSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2PAULA REITSMA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3AMY MADSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4ANNA HERLIHY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5AIMEE AVANT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6KARI SINNER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7JULIA TODD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8DEBBIE MERRITT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9MIKA PIERCE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VP WAYS & ME
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VP PROGRAMS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4VP MEMBERSHI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6CO-SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7CO-SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8HISTORIAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9TEACHER LIAI
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt096948
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0ORGANIZED 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.
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 BUSINESS FAIR AND TEACHER APPRECIATION.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1PROVIDED SUPPORT TO EDUCATORS AND FACULTY TO IMPROVE THE EDUCATIONAL EXPERIENCE THROUGH FINANCIAL SUPPORT OF SPECIFIC PROGRAMS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt069059
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0true
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt096948
IRS990EZ/TotalProgramServiceExpensesAmt069059
IRS990EZ/TotalRevenueAmt056777
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0OCEANVIEW.LUCIAMARSCHOOLS.ORG
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt056777
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0119708
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0176485
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportTotal509Amt0176485
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt056777
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0119708
IRS990ScheduleA/Total509Grp/TotalAmt0176485
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt056777
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0119708
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0176485
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 RACIALLY NONDISCRIMINATION POLICY CAN BE FOUND ON THE OCEAN VIEW ELEMENTARY SCHOOLS WEBSITE.
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE E, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0GOOD POPCORN FUNDRAISER EXPENSE 4118 APEX FUN RUN EXPENSES 23771 SCHOOL SUPPORT 69059
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES YEARLY EXPENSES 96,948 TOTAL 96,948
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/ExplanationTxt3OCEAN VIEW PTO PROVIDED SUPPORT FOR VARIOUS SCHOOL PROGRAMS INCLUDING BUT NOT LIMITED TO - READING CURRICULUM, LIBRARY FUND, ASSEMBLIES, CLASSROOM SUPPORT FOR SUPPLIES, KID'S BUSINESS FAIR AND TEACHER APPRECIATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4PROVIDED SUPPORT TO EDUCATORS AND FACULTY TO IMPROVE THE EDUCATIONAL EXPERIENCE THROUGH FINANCIAL SUPPORT OF SPECIFIC PROGRAMS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III, LINE 28
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART III, LINE 31
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KELLY REYNOLDS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08052029110
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-10
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/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/ReturnTs02023-11-14T18:39:21-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0KELLY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0REYNOLDS
ReturnHeader/TaxPeriodBeginDt02020-09-01
ReturnHeader/TaxPeriodEndDt02021-08-31
ReturnHeader/TaxYr02020

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