Civic Intelligence

Winifred Pifer Elementary PTA

990EZ • Fiscal year 2024 • EIN 95-6206825

Jul 01, 2023 to Jun 30, 2024 • Filed on Oct 01, 2024

Organization Profile
1350 Creston RdPaso Robles, CA 93446

(805) 286-8155

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

56th percentile

0.00x

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

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

Liabilities / Revenue

57th percentile

0.00x

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

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

Net Margin

85th percentile

36%

Higher net margin than 85% 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

90th percentile

83%

Faster asset growth than 90% of similar nonprofits.

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

Revenue Growth

59th percentile

9.7%

Faster revenue growth than 59% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$47,349

Up $21,451 (+83%) from 2023

Net Assets

Up

$47,349

Up $21,451 (+83%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin85th percentile

Revenue

Up

$59,022

Up $5,210 (+9.7%) from 2023

Expenses

Down

$37,571

Down $12,582 (-25%) from 2023

Net Income

Up

$21,451

Up $17,792 (+486%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth90th percentile

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

$100K$50K$0Assets 2023: $25,898Liabilities 2023: $0Net Assets 2023: $25,8982023Assets 2024: $47,349Liabilities 2024: $0Net Assets 2024: $47,3492024Assets 2025: $80,963Liabilities 2025: $0Net Assets 2025: $80,9632025

Highlighted filing

2024

Assets$47,349
Liabilities$0
Net Assets$47,349
Open 2024 Filing

Operations Trend

Revenue Growth59th percentile

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

$60K$40K$20K$0Revenue 2023: $53,812Expenses 2023: $50,153Net Income 2023: $3,6592023Revenue 2024: $59,022Expenses 2024: $37,571Net Income 2024: $21,4512024Revenue 2025: $50,327Expenses 2025: $16,713Net Income 2025: $33,6142025

Highlighted filing

2024

Revenue$59,022
Expenses$37,571
Net Income$21,451
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Oct 1, 2024
Return Version
2023v5.0
Gross Receipts
$74,322
Mission and Program Overview

Mission

To support the welfare of students of Winifred Pifer Elementary.

Program Services

DescriptionGrantsExpenses
Fifth grade science camp, ~90 students benefitted, 4 days of science related activities at Camp Keep.-$21,143
Other programming including book fair expenses paid to vendors, , family engagement events, field trip bus transportation, books and supplies for reading challenges, gardening supplies, Wellness Center supplies, hospitality at meetings, student art project, teacher appreciation, winter wish program supplies. Over 400 students benefitted including their families, approximately 25 teachers benefitted, and approximately 25 staff benefitted.-$14,754
Teacher grants benefitting about 25 teachers, appreciation event benefitting the entire staff including about 75 staff, library supplies benefitting approximately 400 students.-$7,169
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Tracy DautermanPresidentPT$0--
Brooke MontalvoVice PresidentPT$0--
Corree BolesSecretary-$0--
Annie ArmasTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Winifred Pifer PTA
EIN
95-6206825
Phone
8052868155
Address
1350 Creston Rd, Paso Robles, CA 93446

Signing Officer

Name
Tracy Dauterman
Title
President
Phone
8052868155
Signed
2024-10-01
Supplemental Narrative

Additional Explanations

990-EZ, Part I, Line 16

“Other expenses include travel and transportation to field trips, including 5th grade science camp. Additionally, this also includes our insurance, and most other non-COGs related expenses.”

Raw XML Appendix194 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
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Paso Robles
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Corree Boles
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Annie Armas
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
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IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
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IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherEmployeePaidOver100kCnt00
IRS990EZ/OtherExpensesTotalAmt033282
IRS990EZ/OtherRevenueTotalAmt00
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IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0To support the welfare of students of Winifred Pifer Elementary.
IRS990EZ/PrintingPublicationsPostageAmt00
IRS990EZ/ProgramServiceRevenueAmt05367
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Fifth grade science camp, ~90 students benefitted, 4 days of science related activities at Camp Keep.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Other programming including book fair expenses paid to vendors, , family engagement events, field trip bus transportation, books and supplies for reading challenges, gardening supplies, Wellness Center supplies, hospitality at meetings, student art project, teacher appreciation, winter wish program supplies. Over 400 students benefitted including their families, approximately 25 teachers benefitted, and approximately 25 staff benefitted.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Teacher grants benefitting about 25 teachers, appreciation event benefitting the entire staff including about 75 staff, library supplies benefitting approximately 400 students.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt021143
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt114754
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt27169
IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/SaleOfAssetsGrossAmt00
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IRS990EZ/SpecialEventsNetIncomeLossAmt0-4252
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
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IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt037571
IRS990EZ/TotalProgramServiceExpensesAmt043066
IRS990EZ/TotalRevenueAmt059022
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearAmt00
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt063814
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Other expenses include travel and transportation to field trips, including 5th grade science camp. Additionally, this also includes our insurance, and most other non-COGs related expenses.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0990-EZ, Part I, Line 16
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Tracy Dauterman
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum08052868155
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-10-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Winifred Pifer PTA
ReturnHeader/Filer/BusinessNameControlTxt0WINI
ReturnHeader/Filer/EIN0956206825
ReturnHeader/Filer/PhoneNum08052868155
ReturnHeader/Filer/USAddress/AddressLine1Txt01350 Creston Rd
ReturnHeader/Filer/USAddress/CityNm0Paso Robles
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093446
ReturnHeader/ReturnTs02024-10-01T22:29:19Z
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
$47,349
Liabilities
$0
Net assets
$47,349
Revenue
$59,022
Expenses
$37,571
Net income
$21,451
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$81.0$0.00$81.0$50.3$16.7$33.6
2024Detailed filing. Detailed filing data is available for this year.$47.3$0.00$47.3$59.0$37.6$21.5
2023Detailed filing. Detailed filing data is available for this year.$25.9$0.00$25.9$53.8$50.2$3.66