Civic Intelligence

Old Adobe School Parent Teacher Organization

EIN 94-3149009 • 501(c)3 • Petaluma, CA

Pub. 78 Eligible

Profile

To support and enhance the programs at old adobe elementary school

2856 Old Adobe RoadPetaluma, CA 94954

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 2025

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2025

Net Margin

49th percentile

1.3%

Higher net margin than 49% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

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 2025

Asset Growth

78th percentile

23%

Faster asset growth than 78% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

46th percentile

-3.9%

Faster revenue growth than 46% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$89,527

Up $17,024 (+23%) from 2024

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Up

$93,509

Up $21,006 (+29%) from 2024

Operations
Liabilities / RevenueScore unavailableNet Margin49th percentile

Revenue

Down

$68,793

Down $2,762 (-3.9%) from 2024

Expenses

Up

$67,871

Up $2,018 (+3.1%) from 2024

Net Income

Down

$922

Down $4,780 (-84%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth78th percentile

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

$100K$50K$0Assets 2011: $24,040Liabilities 2011: $02011Assets 2012: $42,623Net Assets 2012: $42,6232012Assets 2013: $52,787Net Assets 2013: $52,7872013Assets 2014: $45,878Net Assets 2014: $45,8782014Assets 2015: $55,973Net Assets 2015: $55,9732015Assets 2016: $53,526Net Assets 2016: $53,5262016Assets 2017: $37,425Liabilities 2017: $02017Assets 2018: $31,472Liabilities 2018: $02018Assets 2019: $69,273Net Assets 2019: $69,2732019Assets 2020: $77,606Net Assets 2020: $77,6062020Assets 2021: $70,772Liabilities 2021: $02021Assets 2022: $83,060Net Assets 2022: $83,0602022Assets 2023: $82,876Net Assets 2023: $80,7522023Assets 2024: $72,503Net Assets 2024: $72,5032024Assets 2025: $89,527Net Assets 2025: $93,5092025

Highlighted filing

2025

Assets$89,527
Liabilities-
Net Assets$93,509
Open 2025 Filing

Operations Trend

Revenue Growth46th percentile

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

$100K$50K$0-$50KRevenue 2011: $50,523Expenses 2011: $68,549Net Income 2011: -$18,0262011Revenue 2012: $66,579Expenses 2012: $47,996Net Income 2012: $18,5832012Revenue 2013: $83,364Expenses 2013: $72,557Net Income 2013: $10,8072013Revenue 2014: $70,521Expenses 2014: $77,430Net Income 2014: -$6,9092014Revenue 2015: $50,382Expenses 2015: $40,287Net Income 2015: $10,0952015Revenue 2016: $55,334Expenses 2016: $57,781Net Income 2016: -$2,4472016Revenue 2017: $51,424Expenses 2017: $67,524Net Income 2017: -$16,1002017Revenue 2018: $59,851Expenses 2018: $65,805Net Income 2018: -$5,9542018Revenue 2019: $71,194Expenses 2019: $33,393Net Income 2019: $37,8012019Revenue 2020: $72,932Expenses 2020: $64,599Net Income 2020: $8,3332020Revenue 2021: $18,586Expenses 2021: $25,420Net Income 2021: -$6,8342021Revenue 2022: $52,125Expenses 2022: $41,203Net Income 2022: $10,9222022Revenue 2023: $68,112Expenses 2023: $70,420Net Income 2023: -$2,3082023Revenue 2024: $71,555Expenses 2024: $65,853Net Income 2024: $5,7022024Revenue 2025: $68,793Expenses 2025: $67,871Net Income 2025: $9222025

Highlighted filing

2025

Revenue$68,793
Expenses$67,871
Net Income$922
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$89,527
Liabilities
-
Net assets
$93,509
Revenue
$68,793
Expenses
$67,871
Net income
$922
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$89.5$93.5$68.8$67.9$0.92
2024Detailed filing. Detailed filing data is available for this year.$72.5$72.5$71.6$65.9$5.70
2023Detailed filing. Detailed filing data is available for this year.$82.9$80.8$68.1$70.4$2.31
2022Detailed filing. Detailed filing data is available for this year.$83.1$83.1$52.1$41.2$10.9
2021Summary only. Only limited summary data is available for this year.$70.8$0.00$18.6$25.4$6.83
2020Detailed filing. Detailed filing data is available for this year.$77.6$77.6$72.9$64.6$8.33
2019Detailed filing. Detailed filing data is available for this year.$69.3$69.3$71.2$33.4$37.8
2018Summary only. Only limited summary data is available for this year.$31.5$0.00$59.9$65.8$5.95
2017Summary only. Only limited summary data is available for this year.$37.4$0.00$51.4$67.5$16.1
2016Detailed filing. Detailed filing data is available for this year.$53.5$53.5$55.3$57.8$2.45
2015Detailed filing. Detailed filing data is available for this year.$56.0$56.0$50.4$40.3$10.1
2014Detailed filing. Detailed filing data is available for this year.$45.9$45.9$70.5$77.4$6.91
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$52.8$52.8$83.4$72.6$10.8
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$42.6$42.6$66.6$48.0$18.6
2011Summary only. Only limited summary data is available for this year.$24.0$0.00$50.5$68.5$18.0
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Sep 17, 2025
Return Version
2024v5.2
Gross Receipts
$93,632
Mission and Program Overview

Mission

To support and enhance the programs at old adobe elementary school

Program Services

DescriptionGrantsExpenses
TO FUND PROGRAMS FOR STUDENTS INCLUDING ASSEMBLIES, MUSIC EDUCATION, ENRICHMENT INSTRUCTION, PHYSICAL FITNESS, LIVING HISTORY EXPERIENCES, LIBRARY SCIENCE AND COUNSELING--
STUDENT AND STAFF ENHANCEMENTS INCLUDING TEACHER ALLOTMENT, STUDENT AWARDS AND PHOTOS, AND STAFF APPRECIATION--
FUNDED INDIVIDUAL REQUESTS FOR CLASSROOMS INCLUDING PROVIDING SUPPLIES, CURRICULUM ENHANCEMENTS AND FIELD TRIPS--
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CRISTINA LETSCHPresidentPT$0--
MALLORY LOEWENTHALVice PresidentPT$0--
MARSHA LUDWIGTreasurerPT$0--
KASIA MARELICHSecretaryPT$0--
LORI WALKERCo-PresidentPT$0--
Filing and Contact Details

Filer

Filer Name
Old Adobe Elementary School Pto
EIN
94-3149009
Phone
7076737610
Address
2856 OLD ADOBE ROAD, PETALUMA, CA 94954

Signing Officer

Name
Marsha Ludwig
Title
Treasurer
Phone
7076737610
Signed
2025-09-17
Discuss with paid preparer
No

Preparer

Firm
Hrb Tax Group Inc
Address
1301 MAIN ST STE 102C, KANSAS CITY, MO 64105
Preparer
Matthew Duran
Phone
8004725625
Supplemental Narrative

Additional Explanations

Part 1 Line 16

“Field trips, 10,698 - other programs, 8,857 - art teaching, 10,565 - staff recognition, 2,651 - clearing acts 250, community expenses 9,488 - living history program 1,968”

Raw XML Appendix150 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0ANGELINA MCCALL
IRS990EZ/BooksInCareOfDetail/PhoneNum07077922511
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt02856 ADOBE RD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Petaluma
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd094954
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt092587
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt089527
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt010786
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0922
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt092587
IRS990EZ/Form990TotalAssetsGrp/EOYAmt089527
IRS990EZ/FundraisingGrossIncomeAmt073888
IRS990EZ/GrantsAndSimilarAmountsPaidAmt022339
IRS990EZ/GrossReceiptsAmt093632
IRS990EZ/InvestmentIncomeAmt0271
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt05925
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt092587
IRS990EZ/NetAssetsOrFundBalancesEOYAmt093509
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt092587
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt089527
IRS990EZ/OccupancyRentUtltsAndMaintAmt01055
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt210.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt35.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt45.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0CRISTINA LETSCH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MALLORY LOEWENTHAL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MARSHA LUDWIG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3KASIA MARELICH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4LORI WALKER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4CO-PRESIDENT
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt044477
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO SUPPORT AND ENHANCE THE PROGRAMS AT OLD ADOBE ELEMENTARY SCHOOL
IRS990EZ/ProgramServiceRevenueAmt02762
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO FUND PROGRAMS FOR STUDENTS INCLUDING ASSEMBLIES, MUSIC EDUCATION, ENRICHMENT INSTRUCTION, PHYSICAL FITNESS, LIVING HISTORY EXPERIENCES, LIBRARY SCIENCE AND COUNSELING
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1STUDENT AND STAFF ENHANCEMENTS INCLUDING TEACHER ALLOTMENT, STUDENT AWARDS AND PHOTOS, AND STAFF APPRECIATION
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2FUNDED INDIVIDUAL REQUESTS FOR CLASSROOMS INCLUDING PROVIDING SUPPLIES, CURRICULUM ENHANCEMENTS AND FIELD TRIPS
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt024839
IRS990EZ/SpecialEventsNetIncomeLossAmt049049
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt067871
IRS990EZ/TotalRevenueAmt068793
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt010786
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt06682
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt06640
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt013113
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt01934
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt039155
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0271
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0178
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0113
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt016
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt016
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0594
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt082575
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt064685
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt068482
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt048517
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt011884
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0276143
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0271
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0178
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0113
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt016
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt016
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0594
IRS990ScheduleA/InvestmentIncomeCYPct00.00190
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99810
IRS990ScheduleA/PublicSupportTotal509Amt0315298
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt093361
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt071367
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt075122
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt061630
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt013818
IRS990ScheduleA/Total509Grp/TotalAmt0315298
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt093632
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt071545
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt075235
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt061646
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt013834
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0315892
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FIELD TRIPS, 10,698 - OTHER PROGRAMS, 8,857 - ART TEACHING, 10,565 - STAFF RECOGNITION, 2,651 - CLEARING ACTS 250, COMMUNITY EXPENSES 9,488 - LIVING HISTORY PROGRAM 1,968
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0PART 1 LINE 16
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0MARSHA LUDWIG
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07076737610
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-09-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0OLD ADOBE ELEMENTARY SCHOOL PTO
ReturnHeader/Filer/BusinessNameControlTxt0OLDA
ReturnHeader/Filer/EIN0943149009
ReturnHeader/Filer/PhoneNum07076737610
ReturnHeader/Filer/USAddress/AddressLine1Txt02856 OLD ADOBE ROAD
ReturnHeader/Filer/USAddress/CityNm0PETALUMA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094954
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0431871840
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HRB TAX GROUP INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01301 MAIN ST STE 102C
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0KANSAS CITY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd064105
ReturnHeader/PreparerPersonGrp/PhoneNum08004725625
ReturnHeader/PreparerPersonGrp/PreparationDt02025-09-18
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Matthew Duran
ReturnHeader/ReturnTs02025-09-18T22:11:45Z
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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