Civic Intelligence

Old Adobe School Parent Teacher Organization

990EZ • Fiscal year 2024 • EIN 94-3149009

Jul 01, 2023 to Jun 30, 2024 • Filed on Sep 11, 2024

Organization ProfileN/A
2856 Old Adobe RoadPetaluma, CA 94954

(707) 792-2511

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

59th percentile

8.0%

Higher net margin than 59% 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

30th percentile

-13%

Faster asset growth than 30% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

53rd percentile

5.1%

Faster revenue growth than 53% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$72,503

Down $10,373 (-13%) from 2023

Net Assets

Down

$72,503

Down $8,249 (-10%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin59th percentile

Revenue

Up

$71,555

Up $3,443 (+5.1%) from 2023

Expenses

Down

$65,853

Down $4,567 (-6.5%) from 2023

Net Income

Up

$5,702

Up $8,010 (+347%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth30th percentile

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

$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

2024

Assets$72,503
Liabilities-
Net Assets$72,503
Open 2024 Filing

Operations Trend

Revenue Growth53rd percentile

Revenue, expenses, and net income across loaded years, with this 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

2024

Revenue$71,555
Expenses$65,853
Net Income$5,702
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Sep 11, 2024
Return Version
2023v5.1
Gross Receipts
$89,287
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 Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CRISTINA LETSCHPresident-$0--
MALLORY LOEWENTHALVice President-$0--
MARSHA LUDWIGTreasurer-$0--
KASIA MARELICHSecretary-$0--
LORI WALKERCo-President-$0--
Filing and Contact Details

Filer

Filer Name
Old Adobe Elementary School Pto
EIN
94-3149009
Phone
7077922511
Address
2856 OLD ADOBE ROAD, PETALUMA, CA 94954

Signing Officer

Name
Marsha Ludwig
Title
Treasurer
Phone
7077922511
Signed
2024-09-11
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

“Community expenses 11,373 - other program expenses 36,311 - other services art 10,941 - staff recognition 2,883 - clearing account expenses 2,007”

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/BOYAmt066801
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt072503
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0810
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt05702
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt066801
IRS990EZ/Form990TotalAssetsGrp/EOYAmt072503
IRS990EZ/FundraisingGrossIncomeAmt075892
IRS990EZ/GrossReceiptsAmt089287
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt0178
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt05872
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt066801
IRS990EZ/NetAssetsOrFundBalancesEOYAmt072503
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt066801
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt072503
IRS990EZ/OccupancyRentUtltsAndMaintAmt02338
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt40.00
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/OtherExpensesTotalAmt063515
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO SUPPORT AND ENHANCE THE PROGRAMS AT OLD ADOBE ELEMENTARY SCHOOL
IRS990EZ/ProgramServiceRevenueAmt06535
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/SpecialEventsDirectExpensesAmt017732
IRS990EZ/SpecialEventsNetIncomeLossAmt058160
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt065853
IRS990EZ/TotalRevenueAmt071555
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt06682
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt06640
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt013113
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt01934
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt02021
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt030390
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0178
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0113
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt016
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt016
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt016
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0339
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt064685
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt068482
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt048517
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt011884
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt016549
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0210117
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0178
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0113
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt016
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt016
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt016
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0339
IRS990ScheduleA/InvestmentIncomeCYPct00.00140
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99860
IRS990ScheduleA/PublicSupportTotal509Amt0240507
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt071367
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt075122
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt061630
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt013818
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt018570
IRS990ScheduleA/Total509Grp/TotalAmt0240507
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt071545
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt075235
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt061646
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt013834
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt018586
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0240846
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0COMMUNITY EXPENSES 11,373 - OTHER PROGRAM EXPENSES 36,311 - OTHER SERVICES ART 10,941 - STAFF RECOGNITION 2,883 - CLEARING ACCOUNT EXPENSES 2,007
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0PART 1 LINE 16
ReturnHeader/BuildTS02024-08-08 14:25:15Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0MARSHA LUDWIG
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07077922511
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-09-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0OLD ADOBE ELEMENTARY SCHOOL PTO
ReturnHeader/Filer/BusinessNameControlTxt0OLDA
ReturnHeader/Filer/EIN0943149009
ReturnHeader/Filer/PhoneNum07077922511
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/PreparationDt02024-09-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Matthew Duran
ReturnHeader/ReturnTs02024-09-13T00:12:58Z
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
$72,503
Liabilities
-
Net assets
$72,503
Revenue
$71,555
Expenses
$65,853
Net income
$5,702
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