Civic Intelligence

Charter Oak High School Band Boosters

EIN 95-4320583 • 501(c)3 • Glendora, CA

Profile

Support the activities of the high school band

PO Box 1553Glendora, CA 91740

n/A

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

61st percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

71st percentile

17%

Higher net margin than 71% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2023

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 2019

Asset Growth

80th percentile

26%

Faster asset growth than 80% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

77th percentile

29%

Faster revenue growth than 77% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$123,615

Up $25,611 (+26%) from 2022

Liabilities

$0

No earlier filing loaded for comparison.

Net Assets

Up

$123,615

Up $25,611 (+26%) from 2022

Operations
Liabilities / Revenue61st percentileNet Margin71st percentile

Revenue

Up

$153,065

Up $34,121 (+29%) from 2022

Expenses

Up

$127,454

Up $63,715 (+100%) from 2022

Net Income

Down

$25,611

Down $29,594 (-54%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth80th percentile

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

$150K$100K$50K$0Assets 2011: $7,467Liabilities 2011: $02011Assets 2012: $12,068Net Assets 2012: $12,0682012Assets 2013: $2,493Net Assets 2013: $2,4932013Assets 2014: $1,312Liabilities 2014: $02014Assets 2015: $56Liabilities 2015: $02015Assets 2016: $4,823Net Assets 2016: $4,8232016Assets 2017: $10,055Liabilities 2017: $02017Assets 2018: $18,569Liabilities 2018: $02018Assets 2019: $17,639Net Assets 2019: $17,6392019Assets 2020: $18,063Net Assets 2020: $18,0632020Assets 2021: $42,799Net Assets 2021: $42,7992021Assets 2022: $98,004Net Assets 2022: $98,0042022Assets 2023: $123,615Liabilities 2023: $0Net Assets 2023: $123,6152023

Highlighted filing

2023

Assets$123,615
Liabilities$0
Net Assets$123,615
Open 2023 Filing

Operations Trend

Revenue Growth77th percentile

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

$200K$150K$100K$50K$0-$50KRevenue 2011: $160,207Expenses 2011: $158,013Net Income 2011: $2,1942011Revenue 2012: $119,527Expenses 2012: $114,926Net Income 2012: $4,6012012Revenue 2013: $153,295Expenses 2013: $162,870Net Income 2013: -$9,5752013Revenue 2014: $99,218Expenses 2014: $100,399Net Income 2014: -$1,1812014Revenue 2015: $56,621Expenses 2015: $57,877Net Income 2015: -$1,2562015Revenue 2016: $62,364Expenses 2016: $57,597Net Income 2016: $4,7672016Revenue 2017: $71,306Expenses 2017: $66,074Net Income 2017: $5,2322017Revenue 2018: $76,808Expenses 2018: $68,294Net Income 2018: $8,5142018Revenue 2019: $81,243Expenses 2019: $82,173Net Income 2019: -$9302019Revenue 2020: $76,365Expenses 2020: $75,941Net Income 2020: $4242020Revenue 2021: $45,415Expenses 2021: $20,679Net Income 2021: $24,7362021Revenue 2022: $118,944Expenses 2022: $63,739Net Income 2022: $55,2052022Revenue 2023: $153,065Expenses 2023: $127,454Net Income 2023: $25,6112023

Highlighted filing

2023

Revenue$153,065
Expenses$127,454
Net Income$25,611
Open 2023 Filing

Filings

Most recent year

2023 • Form 990Summary only. Only limited summary data is available for this year.

Open filing
Assets
$123,615
Liabilities
$0
Net assets
$123,615
Revenue
$153,065
Expenses
$127,454
Net income
$25,611
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$1.24$0.00$1.24$1.53$1.27$0.26
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.98$0.98$1.19$0.64$0.55
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.43$0.43$0.45$0.21$0.25
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.18$0.18$0.76$0.76$0.00
2019Detailed filing. Detailed filing data is available for this year.$0.18$0.18$0.81$0.82$0.01
2018Summary only. Only limited summary data is available for this year.$0.19$0.00$0.77$0.68$0.09
2017Summary only. Only limited summary data is available for this year.$0.10$0.00$0.71$0.66$0.05
2016Detailed filing. Detailed filing data is available for this year.$0.05$0.05$0.62$0.58$0.05
2015Summary only. Only limited summary data is available for this year.$0.00$0.00$0.57$0.58$0.01
2014Summary only. Only limited summary data is available for this year.$0.01$0.00$0.99$1.00$0.01
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.02$0.02$1.53$1.63$0.10
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.12$0.12$1.20$1.15$0.05
2011Summary only. Only limited summary data is available for this year.$0.07$0.00$1.60$1.58$0.02
Latest Detailed Filing

The latest 2023 filing currently has summary financial data only. Showing the latest detailed filing from 2019 below.

Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Oct 22, 2019
Return Version
2018v3.1
Gross Receipts
$99,612
Mission and Program Overview

Mission

Support the activities of the high school band

Program Services

DescriptionGrantsExpenses
EDUCATIONAL INSTRUCTION, REPAIRS AND CLEANING OF EQUIPMENT, COMPETITION ENTRY FEES, AWARDS AND TROPHIES$82,113-
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
POBERT ORTIZPresident-$0--
DEBI SUSTAYTASecretary-$0--
LYNDA NORIEGATreasurer-$0--
KRISTIN FLOREZVice President-$0--
KRISTIN JAREDDirector-$0--
STEPHANIE ORELLANADirector-$0--
MARIA PADILLADirector-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fundraisers$54,312$54,312$18,359$35,953
Irwindale Speedway$6,671$6,671$10$6,661
Total Events$60,983$60,983$18,369$42,614
Filing and Contact Details

Filer

Filer Name
Charter Oak High School Band Boosters
EIN
95-4320583
Phone
6268628024
Address
PO BOX 1553, GLENDORA, CA 91740

Signing Officer

Name
Lynda Noriega
Title
Treasurer
Signed
2019-10-22
Discuss with paid preparer
Yes

Preparer

Firm
Davis & Deal CPAs
Address
211 S Glendora Ave Ste A, Glendora, CA 91741
Preparer
Robert E Davis
Phone
6269630297
Supplemental Narrative

Additional Explanations

Other Expenses.1

“Field show expenses $37919”

Other Expenses.2

“Winter guard expemses $14868”

Other Expenses.3

“Operating expenses $11575”

Other Expenses.4

“Winter percussion expenses $10212”

Other Expenses.5

“BANQUET EXPENSES $4345”

Other Expenses.6

“TRIP EXPENSES $2190”

Other Expenses.7

“Concert band expenses $886”

Other Expenses.8

“MISCELLANEOUS $61”

Other Expenses.9

“COMPETION HOSTING $57”

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/TitleTxt4Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt082113
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SUPPORT THE ACTIVITIES OF THE HIGH SCHOOL BAND
IRS990EZ/ProgramServiceRevenueAmt07869
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IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt082113
IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FIELD SHOW EXPENSES $37919
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ReturnHeader/BuildTS02020-03-31 21:24:44Z
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ReturnHeader/TaxYr02018

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