Civic Intelligence

Poinsettia School

EIN 95-3660792 • 501(c)3 • Ventura, CA

Profile

Support teacher activities

350 North Victoria AvenueVentura, CA 93003

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

90th percentile

52%

Higher net margin than 90% of similar nonprofits.

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

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

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

Asset Growth

80th percentile

29%

Faster asset growth than 80% of similar nonprofits.

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

Revenue Growth

27th percentile

-31%

Faster revenue growth than 27% of similar nonprofits.

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

Assets

Up

$101,047

Up $22,768 (+29%) from 2024

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Up

$101,047

Up $22,768 (+29%) from 2024

Revenue

Down

$44,195

Down $19,582 (-31%) from 2024

Expenses

Down

$21,427

Down $39,648 (-65%) from 2024

Net Income

Up

$22,768

Up $20,066 (+743%) from 2024

Trend Graphs

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2011: $98,844Net Assets 2011: $98,8442011Assets 2012: $113,182Liabilities 2012: $02012Assets 2013: $117,381Net Assets 2013: $117,3812013Assets 2014: $136,395Net Assets 2014: $136,3952014Assets 2015: $104,913Net Assets 2015: $104,9132015Assets 2016: $104,593Net Assets 2016: $104,5932016Assets 2017: $60,506Net Assets 2017: $60,5062017Assets 2018: $72,650Net Assets 2018: $72,6502018Assets 2019: $103,768Net Assets 2019: $103,7682019Assets 2020: $97,942Net Assets 2020: $97,9422020Assets 2021: $100,538Net Assets 2021: $100,5382021Assets 2022: $61,967Net Assets 2022: $61,9672022Assets 2023: $75,577Net Assets 2023: $75,5772023Assets 2024: $78,279Net Assets 2024: $78,2792024Assets 2025: $101,047Net Assets 2025: $101,0472025

Highlighted filing

2025

Assets$101,047
Liabilities-
Net Assets$101,047

Operations Trend

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

$100K$50K$0-$50KRevenue 2011: $49,094Expenses 2011: $55,606Net Income 2011: -$6,5122011Revenue 2012: $67,964Expenses 2012: $53,626Net Income 2012: $14,3382012Revenue 2013: $67,415Expenses 2013: $63,216Net Income 2013: $4,1992013Revenue 2014: $71,228Expenses 2014: $52,214Net Income 2014: $19,0142014Revenue 2015: $63,187Expenses 2015: $94,669Net Income 2015: -$31,4822015Revenue 2016: $47,306Expenses 2016: $47,626Net Income 2016: -$3202016Revenue 2017: $42,444Expenses 2017: $86,531Net Income 2017: -$44,0872017Revenue 2018: $49,233Expenses 2018: $37,089Net Income 2018: $12,1442018Revenue 2019: $49,527Expenses 2019: $18,409Net Income 2019: $31,1182019Revenue 2020: $41,900Expenses 2020: $47,726Net Income 2020: -$5,8262020Revenue 2021: $14,223Expenses 2021: $11,627Net Income 2021: $2,5962021Revenue 2022: $42,708Expenses 2022: $81,279Net Income 2022: -$38,5712022Revenue 2023: $44,725Expenses 2023: $31,115Net Income 2023: $13,6102023Revenue 2024: $63,777Expenses 2024: $61,075Net Income 2024: $2,7022024Revenue 2025: $44,195Expenses 2025: $21,427Net Income 2025: $22,7682025

Highlighted filing

2025

Revenue$44,195
Expenses$21,427
Net Income$22,768

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.01$1.01$0.44$0.21$0.23
2024Detailed filing. Detailed filing data is available for this year.$0.78$0.78$0.64$0.61$0.03
2023Detailed filing. Detailed filing data is available for this year.$0.76$0.76$0.45$0.31$0.14
2022Detailed filing. Detailed filing data is available for this year.$0.62$0.62$0.43$0.81$0.39
2021Detailed filing. Detailed filing data is available for this year.$1.01$1.01$0.14$0.12$0.03
2020Detailed filing. Detailed filing data is available for this year.$0.98$0.98$0.42$0.48$0.06
2019Detailed filing. Detailed filing data is available for this year.$1.04$1.04$0.50$0.18$0.31
2018Detailed filing. Detailed filing data is available for this year.$0.73$0.73$0.49$0.37$0.12
2017Detailed filing. Detailed filing data is available for this year.$0.61$0.61$0.42$0.87$0.44
2016Detailed filing. Detailed filing data is available for this year.$1.05$1.05$0.47$0.48$0.00
2015Detailed filing. Detailed filing data is available for this year.$1.05$1.05$0.63$0.95$0.31
2014Detailed filing. Detailed filing data is available for this year.$1.36$1.36$0.71$0.52$0.19
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.17$1.17$0.67$0.63$0.04
2012Summary only. Only limited summary data is available for this year.$1.13$0.00$0.68$0.54$0.14
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.99$0.99$0.49$0.56$0.07
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Oct 9, 2025
Return Version
2024v5.2
Gross Receipts
$72,275
Mission and Program Overview

Mission

Support teacher activities

Program Services

DescriptionGrantsExpenses
SUPPLEMENT ACTIVITIES AND PURCHASE SCHOOL SUPPLIES NEEDED FOR THOSE ACTIVITIES WHICH ARE NOT OTHERWISE FINANCIALLY PROVIDED FOR BY THE SCHOOL DISTRICT-$18,384
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
LACEY LEVYPresident-$0--
MEREDITH CLEMENTTreasurer-$0--
JOSLYN AHRENSVice President-$0--
BEVERLY ROSESecretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Color Run$52,831$52,831$6,581$46,250
Parent Mixer$7,595$7,595$3,539$4,056
Total Events$65,708$65,708$20,814$44,894
Filing and Contact Details

Filer

Filer Name
Poinsettia School
EIN
95-3660792
Address
350 NORTH VICTORIA AVENUE, VENTURA, CA 93003

Signing Officer

Name
Meredith Clement
Title
Treasurer
Signed
2025-10-09
Discuss with paid preparer
Yes

Preparer

Firm
Bradvica CPA LLP
Address
5450 Telegraph Road Suite 101, Ventura, CA 93003
Preparer
Stephen G Bradvica CPA
Phone
8056509286
Supplemental Narrative

Additional Explanations

Other Expenses.1012

Insurance $844

Other Expenses.1

Glee enrichment expense $11261

Other Expenses.2

DONATION TO SCHOOL $4475

Other Expenses.3

HOSPITALITY $2194

Other Expenses.4

OPERATING EXPENSES $1549

Other Expenses.5

LIBRARY SUPPLIES $235

Other Expenses.6

CHEERS FOR CHILDREN $200

Other Expenses.7

SCHOLASTIC NEWS $19

Raw XML Appendix166 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/PersonNm0MEREDITH CLEMENT
IRS990EZ/BooksInCareOfDetail/PhoneNum08058865407
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0350 NORTH VICTORIA AVENUE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0VENTURA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd093003
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt078279
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0101047
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt022768
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0650
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt078279
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0101047
IRS990EZ/FundraisingGrossIncomeAmt072275
IRS990EZ/GrossReceiptsAmt072275
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt078279
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0101047
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt078279
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0101047
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0LACEY LEVY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MEREDITH CLEMENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JOSLYN AHRENS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3BEVERLY ROSE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt020777
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SUPPORT TEACHER ACTIVITIES
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SUPPLEMENT ACTIVITIES AND PURCHASE SCHOOL SUPPLIES NEEDED FOR THOSE ACTIVITIES WHICH ARE NOT OTHERWISE FINANCIALLY PROVIDED FOR BY THE SCHOOL DISTRICT
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt018384
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt028080
IRS990EZ/SpecialEventsNetIncomeLossAmt044195
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt021427
IRS990EZ/TotalProgramServiceExpensesAmt018384
IRS990EZ/TotalRevenueAmt044195
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt00
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0125750
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt096304
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt026441
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0248495
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal509Amt0248495
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0125750
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt096304
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt026441
IRS990ScheduleA/Total509Grp/TotalAmt0248495
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0125750
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt096304
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt026441
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0248495
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt020814
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0COLOR RUN
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0PARENT MIXER
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt052831
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt07595
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt05282
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt065708
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt052831
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt07595
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt05282
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt065708
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt044894
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt010694
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt020814
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt06581
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt03539
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Insurance $844
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1GLEE ENRICHMENT EXPENSE $11261
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DONATION TO SCHOOL $4475
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3HOSPITALITY $2194
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4OPERATING EXPENSES $1549
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5LIBRARY SUPPLIES $235
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6CHEERS FOR CHILDREN $200
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7SCHOLASTIC NEWS $19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.7
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MEREDITH CLEMENT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-10-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0POINSETTIA SCHOOL
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0PARENT TEACHER ORGANIZATION
ReturnHeader/Filer/BusinessNameControlTxt0POIN
ReturnHeader/Filer/EIN0953660792
ReturnHeader/Filer/USAddress/AddressLine1Txt0350 NORTH VICTORIA AVENUE
ReturnHeader/Filer/USAddress/CityNm0VENTURA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093003
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0921443577
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Bradvica CPA LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05450 Telegraph Road Suite 101
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Ventura
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd093003
ReturnHeader/PreparerPersonGrp/PhoneNum08056509286
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Stephen G Bradvica CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-10-09T16:39:30-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.