Civic Intelligence

Linwood PTA

EIN 90-0065057 • 501(c)3 • Visalia, CA

Profile

To support the teachers, parents and students of linwood elementary school with services and funding.

3129 S Linwood StVisalia, CA 93277

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2019

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2019

Net Margin

41st percentile

-2.1%

Higher net margin than 41% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2019

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.

501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

50th percentile

-1.7%

Faster asset growth than 50% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

21st percentile

-39%

Faster revenue growth than 21% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$23,633

Down $400 (-1.7%) from 2018

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$23,633

Down $400 (-1.7%) from 2018

Operations
Liabilities / RevenueScore unavailableNet Margin41st percentile

Revenue

Down

$18,774

Down $12,158 (-39%) from 2018

Expenses

Up

$19,174

Up $6,396 (+50%) from 2018

Net Income

Down

-$400

Down $18,554 (-102%) from 2018

Trend Graphs

Balance Sheet Trend

Asset Growth50th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$30K$20K$10K$0Assets 2012: $8,680Liabilities 2012: $02012Assets 2013: $3,501Liabilities 2013: $02013Assets 2014: $3,491Liabilities 2014: $02014Assets 2015: $4,689Net Assets 2015: $4,6892015Assets 2016: $5,707Net Assets 2016: $5,7072016Assets 2017: $5,879Net Assets 2017: $5,8792017Assets 2018: $24,033Net Assets 2018: $24,0332018Assets 2019: $23,633Net Assets 2019: $23,6332019

Highlighted filing

2019

Assets$23,633
Liabilities-
Net Assets$23,633
Open 2019 Filing

Operations Trend

Revenue Growth21st percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$40K$20K$0-$20KRevenue 2012: $23,557Expenses 2012: $24,873Net Income 2012: -$1,3162012Revenue 2013: $32,115Expenses 2013: $37,294Net Income 2013: -$5,1792013Revenue 2014: $31,525Expenses 2014: $31,535Net Income 2014: -$102014Revenue 2015: $31,403Expenses 2015: $30,205Net Income 2015: $1,1982015Revenue 2016: $31,180Expenses 2016: $30,162Net Income 2016: $1,0182016Revenue 2017: $29,594Expenses 2017: $29,422Net Income 2017: $1722017Revenue 2018: $30,932Expenses 2018: $12,778Net Income 2018: $18,1542018Revenue 2019: $18,774Expenses 2019: $19,174Net Income 2019: -$4002019

Highlighted filing

2019

Revenue$18,774
Expenses$19,174
Net Income-$400
Open 2019 Filing

Filings

Most recent year

2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$23,633
Liabilities
-
Net assets
$23,633
Revenue
$18,774
Expenses
$19,174
Net income
-$400
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2019Detailed filing. Detailed filing data is available for this year.$23.6$23.6$18.8$19.2$0.40
2018Detailed filing. Detailed filing data is available for this year.$24.0$24.0$30.9$12.8$18.2
2017Detailed filing. Detailed filing data is available for this year.$5.88$5.88$29.6$29.4$0.17
2016Detailed filing. Detailed filing data is available for this year.$5.71$5.71$31.2$30.2$1.02
2015Detailed filing. Detailed filing data is available for this year.$4.69$4.69$31.4$30.2$1.20
2014Summary only. Only limited summary data is available for this year.$3.49$0.00$31.5$31.5$0.01
2013Summary only. Only limited summary data is available for this year.$3.50$0.00$32.1$37.3$5.18
2012Summary only. Only limited summary data is available for this year.$8.68$0.00$23.6$24.9$1.32
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Dec 12, 2019
Return Version
2018v3.1
Gross Receipts
$44,846
Mission and Program Overview

Mission

To support the teachers, parents and students of linwood elementary school with services and funding.

To support the teachers, parents, and students of linwood elementary school with services and funding

Program Services

DescriptionGrantsExpenses
TO SUPPORT THE TEACHERS, PARENTS, AND STUDENTS OF LINWOOD ELEMENTARY SCHOOL WITH SERVICES AND FUNDING--
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
NICCI TUNEPresident-$0--
TIFFANY LOFTINVice President-$0--
JEFF ORCHARDVice President-$0--
HEIDI SMITHTreasurer-$0--
JENNIFER LA SERNAParliamentarian-$0--
KATIE SARVERAuditor-$0--
JOENELL SANDOVALHistorian-$0--
STAR MENDIVILSecretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Cookie Dough$26,196$26,196$15,413$10,783
Carnival$7,344$7,344$2,086$5,258
Total Events$40,294$40,294$19,387$20,907
Filing and Contact Details

Filer

Filer Name
Linwood Elementary Pta
EIN
90-0065057
Address
3129 S LINWOOD ST, VISALIA, CA 93277

Signing Officer

Name
Heidi Smith
Title
Treasurer
Signed
2019-12-12
Discuss with paid preparer
Yes

Preparer

Firm
Pine Pedroncelli & Aguilar Inc
Address
3500 W Orchard Court, Visalia, CA 93277-9249
Preparer
Gamaliel Aguilar
Phone
5596259800
Supplemental Narrative

Additional Explanations

Other Expenses.1002

“Office Expenses $188”

Other Expenses.1012

“Insurance $232”

Other Expenses.1

“DONATIONS $8798”

Other Expenses.2

“UNALLOCATED FUNDS $4140”

Other Expenses.3

“LINWOOD READS $2208”

Other Expenses.4

“SPECIAL EVENT $1635”

Other Expenses.5

“STAFF APPRECIATION $512”

Other Expenses.6

“MEMBERSHIP $449”

Other Expenses.7

“ATTENDANCE WEEK $308”

Other Expenses.8

“RED RIBBON WEEK $300”

Other Expenses.9

“STOLEN $150”

Other Expenses.10

“SCHOOL IMPROVEMENTS $84”

Other Expenses.11

“OTHER $40”

Other Expenses.12

“Charitable trust number $25”

Other Expenses.13

“VOID $25”

Raw XML Appendix204 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/TitleTxt3Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4PARLIAMENTARIAN
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6HISTORIAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt019094
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO SUPPORT THE TEACHERS, PARENTS, AND STUDENTS OF LINWOOD ELEMENTARY SCHOOL WITH SERVICES AND FUNDING
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO SUPPORT THE TEACHERS, PARENTS, AND STUDENTS OF LINWOOD ELEMENTARY SCHOOL WITH SERVICES AND FUNDING
IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
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IRS990EZ/SpecialEventsNetIncomeLossAmt018468
IRS990EZ/SubjectToProxyTaxInd0false
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IRS990EZ/TransactionWithControlEntInd0false
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IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
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IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $188
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Insurance $232
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DONATIONS $8798
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3UNALLOCATED FUNDS $4140
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4LINWOOD READS $2208
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5SPECIAL EVENT $1635
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6STAFF APPRECIATION $512
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7MEMBERSHIP $449
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9RED RIBBON WEEK $300
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10STOLEN $150
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11SCHOOL IMPROVEMENTS $84
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12OTHER $40
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13CHARITABLE TRUST NUMBER $25
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14VOID $25
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ReturnHeader/BuildTS02020-04-17 16:48:07Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0HEIDI SMITH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-12-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LINWOOD ELEMENTARY PTA
ReturnHeader/Filer/BusinessNameControlTxt0LINW
ReturnHeader/Filer/EIN0900065057
ReturnHeader/Filer/USAddress/AddressLine1Txt03129 S LINWOOD ST
ReturnHeader/Filer/USAddress/CityNm0VISALIA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093277
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0770051886
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Pine Pedroncelli & Aguilar Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03500 W Orchard Court
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Visalia
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0932779249
ReturnHeader/PreparerPersonGrp/PhoneNum05596259800
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GAMALIEL AGUILAR
ReturnHeader/ReturnTs02019-12-12T08:05:16-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

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