Civic Intelligence

Independent Elementary PTO

990EZ • Fiscal year 2024 • EIN 92-0828575

Jul 01, 2023 to Jun 30, 2024 • Filed on Nov 13, 2024

Organization Profilesites.google.com/view/independent-elementary-pto/home
21201 Independent School RoadCastro Valley, CA 94552

(510) 537-9558

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 2024

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2024

Net Margin

92nd percentile

53%

Higher net margin than 92% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2024

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2024

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

$52,843

No earlier filing loaded for comparison.

Net Assets

$52,843

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin92nd percentile

Revenue

$97,189

No earlier filing loaded for comparison.

Expenses

$45,199

No earlier filing loaded for comparison.

Net Income

$51,990

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$80K$60K$40K$20K$0Assets 2024: $52,843Net Assets 2024: $52,8432024Assets 2025: $61,171Net Assets 2025: $61,1712025

Highlighted filing

2024

Assets$52,843
Liabilities-
Net Assets$52,843
Open 2024 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$150K$100K$50K$0Revenue 2024: $97,189Expenses 2024: $45,199Net Income 2024: $51,9902024Revenue 2025: $104,796Expenses 2025: $92,654Net Income 2025: $12,1422025

Highlighted filing

2024

Revenue$97,189
Expenses$45,199
Net Income$51,990
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Nov 13, 2024
Return Version
2023v6.0
Gross Receipts
$154,550
Mission and Program Overview

Mission

To assist in enrichment and educational support for the staff and students at Independent Elementary School

Program Services

DescriptionGrantsExpenses
Provide teacher & school grants, field trips, enrichmentactivities, school events$24,390$102,559
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jennifer HatcherPresident-$0--
Anna Ranili DasVice President-$0--
Linda BrownVP FundraisingPT$0--
Nebiat HabteabTreasurer-$0--
Nancy YoungAuditor-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Boosterthon$79,689$79,689$12,239$67,450
4th grade fundraiser$21,303$21,303$19,717$1,586
Total Events$154,550$154,550$57,361$97,189
Filing and Contact Details

Filer

Filer Name
Independent Elementary PTO
EIN
92-0828575
Phone
5105379558
Address
21201 Independent School Road, Castro Valley, CA 94552

Signing Officer

Name
Nancy Young
Title
Treasurer
Phone
5105379558
Signed
2024-11-13
Discuss with paid preparer
Yes

Preparer

Firm
Karen Collopy Enrolled Agent
Address
20212 Redwood Road 203, Castro Valley, CA 94546
Preparer
Karen Collopy EA
Phone
5105830117
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 10

“Teacher Grants; Education; Independent Elementary School: 21201 Independent School Road, Castro Valley, CA, 94552; None, 24390.”

Form 990EZ, Part I, Line 16

“PTO Coffee/Donuts 444.”

Form 990EZ, Part I, Line 16

“Abilities Awareness 400.”

Form 990EZ, Part I, Line 16

“Bank Fees 479.”

Form 990EZ, Part I, Line 16

“Field Day 1817.”

Form 990EZ, Part I, Line 16

“Movie Night 1117.”

Form 990EZ, Part I, Line 16

“Quickbooks 41.”

Form 990EZ, Part I, Line 16

“School Library 488.”

Form 990EZ, Part I, Line 16

“Teacher appreciation 1638.”

Form 990EZ, Part I, Line 16

“Track & Field 112.”

Form 990EZ, Part I, Line 16

“Walk Thru Registration 110.”

Form 990EZ, Part I, Line 16

“School T-Shirts 7600.”

Form 990EZ, Part I, Line 16

“Tax Filing for 501c3 275.”

Form 990EZ, Part I, Line 16

“Science Fair 2218.”

Form 990EZ, Part I, Line 16

“Office Supplies 217.”

Form 990EZ, Part I, Line 16

“AIM Insurance 250.”

Form 990EZ, Part I, Line 16

“Give Smart Subscription 3100.”

Form 990EZ, Part I, Line 16

“CV Light Parade 503.”

Raw XML Appendix200 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/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Auditor
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
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IRS990EZ/OtherChangesInNetAssetsAmt0853
IRS990EZ/OtherExpensesTotalAmt020809
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IRS990EZ/ProgramServiceRevenueAmt00
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IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt024390
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IRS990ScheduleA/InvestmentIncomeCYPct00
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IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
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IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Boosterthon
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt079689
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt021303
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt053558
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt079689
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt021303
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt053558
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0154550
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt097189
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt025405
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt057361
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt012239
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt019717
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt011
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Teacher Grants; Education; Independent Elementary School: 21201 Independent School Road, Castro Valley, CA, 94552; None, 24390.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PTO Coffee/Donuts 444.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Abilities Awareness 400.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Bank Fees 479.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Field Day 1817.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Movie Night 1117.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Quickbooks 41.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7School Library 488.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Teacher appreciation 1638.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Track & Field 112.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Walk Thru Registration 110.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11School T-Shirts 7600.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Tax Filing for 501c3 275.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Science Fair 2218.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14Office Supplies 217.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15AIM Insurance 250.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16Give Smart Subscription 3100.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17CV Light Parade 503.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc16Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc17Form 990EZ, Part I, Line 16
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Nancy Young
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum05105379558
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Independent Elementary PTO
ReturnHeader/Filer/BusinessNameControlTxt0INDE
ReturnHeader/Filer/EIN0920828575
ReturnHeader/Filer/PhoneNum05105379558
ReturnHeader/Filer/USAddress/AddressLine1Txt021201 Independent School Road
ReturnHeader/Filer/USAddress/CityNm0Castro Valley
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094552
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0471843268
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Karen Collopy Enrolled Agent
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt020212 Redwood Road 203
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Castro Valley
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094546
ReturnHeader/PreparerPersonGrp/PhoneNum05105830117
ReturnHeader/PreparerPersonGrp/PreparationDt02025-02-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Karen Collopy EA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-02-11T14:36:35-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$52,843
Liabilities
-
Net assets
$52,843
Revenue
$97,189
Expenses
$45,199
Net income
$51,990
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.61$0.61$1.05$0.93$0.12
2024Detailed filing. Detailed filing data is available for this year.$0.53$0.53$0.97$0.45$0.52