Civic Intelligence

Colina Middle School Ptsa

990EZ • Fiscal year 2018 • EIN 95-6207139

Jul 01, 2017 to Jun 30, 2018 • Filed on Nov 01, 2018

1500 E Hillcrest DrThousand Oaks, CA 91362

(805) 495-7427

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 2018

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2018

Net Margin

90th percentile

45%

Higher net margin than 90% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

91st percentile

104%

Faster asset growth than 91% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

55th percentile

4.2%

Faster revenue growth than 55% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Up

$92,582

Up $47,292 (+104%) from 2017

Net Assets

Up

$92,582

Up $47,292 (+104%) from 2017

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$105,639

Up $4,241 (+4.2%) from 2017

Expenses

Down

$58,347

Down $40,254 (-41%) from 2017

Net Income

Up

$47,292

Up $44,495 (+1591%) from 2017

Historical Trend

Balance Sheet Trend

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

$100K$50K$0Assets 2010: $76,779Liabilities 2010: $0Net Assets 2010: $76,7792010Assets 2012: $76,020Liabilities 2012: $0Net Assets 2012: $76,0202012Assets 2013: $53,396Liabilities 2013: $0Net Assets 2013: $53,3962013Assets 2014: $57,826Net Assets 2014: $57,8262014Assets 2015: $74,653Net Assets 2015: $74,6532015Assets 2016: $42,493Net Assets 2016: $42,4932016Assets 2017: $45,290Net Assets 2017: $45,2902017Assets 2018: $92,582Net Assets 2018: $92,5822018Assets 2019: $73,948Net Assets 2019: $73,9482019Assets 2020: $44,421Net Assets 2020: $44,4212020Assets 2021: $20,369Net Assets 2021: $20,3692021Assets 2022: $66,013Net Assets 2022: $66,0132022Assets 2023: $88,047Net Assets 2023: $88,0472023Assets 2024: $89,033Net Assets 2024: $89,0332024Assets 2025: $28,703Net Assets 2025: $28,7032025

Highlighted filing

2018

Assets$92,582
Liabilities-
Net Assets$92,582

Operations Trend

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

$150K$100K$50K$0-$50K-$100KRevenue 2010: $85,519Expenses 2010: $51,607Net Income 2010: $33,9122010Revenue 2012: $74,763Expenses 2012: $65,736Net Income 2012: $9,0272012Revenue 2013: $105,999Expenses 2013: $128,622Net Income 2013: -$22,6232013Revenue 2014: $100,655Expenses 2014: $96,225Net Income 2014: $4,4302014Revenue 2015: $94,395Expenses 2015: $77,568Net Income 2015: $16,8272015Revenue 2016: $104,584Expenses 2016: $136,744Net Income 2016: -$32,1602016Revenue 2017: $101,398Expenses 2017: $98,601Net Income 2017: $2,7972017Revenue 2018: $105,639Expenses 2018: $58,347Net Income 2018: $47,2922018Revenue 2019: $91,777Expenses 2019: $110,411Net Income 2019: -$18,6342019Revenue 2020: $55,724Expenses 2020: $85,251Net Income 2020: -$29,5272020Revenue 2021: $23,973Expenses 2021: $48,025Net Income 2021: -$24,0522021Revenue 2022: $107,309Expenses 2022: $61,665Net Income 2022: $45,6442022Revenue 2023: $102,462Expenses 2023: $80,428Net Income 2023: $22,0342023Revenue 2024: $88,420Expenses 2024: $87,434Net Income 2024: $9862024Revenue 2025: $26,054Expenses 2025: $86,384Net Income 2025: -$60,3302025

Highlighted filing

2018

Revenue$105,639
Expenses$58,347
Net Income$47,292
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Nov 1, 2018
Return Version
2017v2.2
Gross Receipts
$105,639
Mission and Program Overview

Mission

To benefit the welfare and education of all students at colina middle school

Program Services

DescriptionGrantsExpenses
PROVIDED FINANCIAL ASSISTANCE FOR CLASSROOM AND SCHOOL IMPROVEMENTS$33,950$33,950
PROVIDED FINANCIAL ASSISTANCE FOR 6TH GRADE CLASS DONATION TO SCHOOL$4,920$4,920
PROVIDED FINANCIAL ASSISTANCE FOR OUTDOOR SCHOOL-$2,500
0--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
CHARITY BROCKMANPresidnetPT$0--
KIM LILEGRENExecutive VP-$0--
ELISE CLARKVP Membership-$0--
KARIN FREDAVP Fundraising-$0--
ANNE MARQUARTVP Volunteers-$0--
HUMERA SYEDTreasurerPT$0--
HILARY BILBREYHistorian-$0--
CINDI HAVERTParliamentarian-$0--
KESSIE CIMINOAuditor-$0--
LIZ PIERIRecording Secretary-$0--
STACY PERVP Programs-$0--
BROOKE MACLEANVP Communiations-$0--
Filing and Contact Details

Filer

Filer Name
Colina Middle School Ptsa
EIN
95-6207139
Phone
8054957427
Address
1500 E HILLCREST DR, THOUSAND OAKS, CA 91362

Signing Officer

Name
Charity Brockman
Title
President
Phone
8054957427
Signed
2018-11-01

Preparer

Firm
Walters Accountancy Corporation
Address
2847 COLUMBINE CT, THOUSAND OAKS, CA 91360
Preparer
Kathryn K Walters
Phone
8054965352
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 10

Enhance educational services at colina middle school; educational assistance; colina middle school:

Form 990EZ, Part I, Line 16

OPERATING EXPENSES 1122.

Form 990EZ, Part I, Line 16

PROGRAM EXPENSES 10910.

Form 990EZ, Part I, Line 16

Council/membership expenses 396.

Form 990EZ, Part I, Line 16

Honarary service awards 84.

Form 990EZ, Part I, Line 16

BANK/MERCHANT FEES 1395.

Form 990EZ, Part I, Line 16

TAXES, FEES 570.

Raw XML Appendix202 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/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0CHARITY BROCKMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1KIM LILEGREN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ELISE CLARK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3KARIN FREDA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4ANNE MARQUART
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5HUMERA SYED
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6HILARY BILBREY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7CINDI HAVERT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8KESSIE CIMINO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9LIZ PIERI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10STACY PER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11BROOKE MACLEAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDNET
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1EXECUTIVE VP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VP MEMBERSHIP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VP FUNDRAISING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4VP VOLUNTEERS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6HISTORIAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7PARLIAMENTARIAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8AUDITOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9RECORDING SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10VP PROGRAMS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11VP COMMUNIATIONS
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt014477
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
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IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO BENEFIT THE WELFARE AND EDUCATION OF ALL STUDENTS AT COLINA MIDDLE SCHOOL
IRS990EZ/PrintingPublicationsPostageAmt05000
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDED FINANCIAL ASSISTANCE FOR CLASSROOM AND SCHOOL IMPROVEMENTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1PROVIDED FINANCIAL ASSISTANCE FOR OUTDOOR SCHOOL
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2PROVIDED FINANCIAL ASSISTANCE FOR 6TH GRADE CLASS DONATION TO SCHOOL
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt30
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt12500
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt24920
IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/TotalRevenueAmt0105639
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0105639
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt069576
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt094391
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IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt011
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IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt023115
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt084767
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IRS990ScheduleA/InvestmentIncomeCYPct00
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IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
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IRS990ScheduleA/Total509Grp/TotalAmt0563018
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0563029
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ENHANCE EDUCATIONAL SERVICES AT COLINA MIDDLE SCHOOL; EDUCATIONAL ASSISTANCE; COLINA MIDDLE SCHOOL:
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1OPERATING EXPENSES 1122.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PROGRAM EXPENSES 10910.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3COUNCIL/MEMBERSHIP EXPENSES 396.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4HONARARY SERVICE AWARDS 84.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5BANK/MERCHANT FEES 1395.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6TAXES, FEES 570.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990EZ, Part I, Line 16
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/PersonNm0CHARITY BROCKMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08054957427
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0COLINA MIDDLE SCHOOL PTSA
ReturnHeader/Filer/BusinessNameControlTxt0COLI
ReturnHeader/Filer/EIN0956207139
ReturnHeader/Filer/PhoneNum08054957427
ReturnHeader/Filer/USAddress/AddressLine1Txt01500 E HILLCREST DR
ReturnHeader/Filer/USAddress/CityNm0THOUSAND OAKS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd091362
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ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt047.156.2.68
ReturnHeader/FilingSecurityInformation/IPDt02018-11-01
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm011:45:38
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WALTERS ACCOUNTANCY CORPORATION
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02847 COLUMBINE CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0THOUSAND OAKS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd091360
ReturnHeader/PreparerPersonGrp/PhoneNum08054965352
ReturnHeader/PreparerPersonGrp/PreparationDt02018-11-01
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KATHRYN K WALTERS
ReturnHeader/ReturnTs02018-11-01T11:45:54-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.29$0.29$0.26$0.86$0.60
2024Detailed filing. Detailed filing data is available for this year.$0.89$0.89$0.88$0.87$0.01
2023Detailed filing. Detailed filing data is available for this year.$0.88$0.88$1.02$0.80$0.22
2022Detailed filing. Detailed filing data is available for this year.$0.66$0.66$1.07$0.62$0.46
2021Detailed filing. Detailed filing data is available for this year.$0.20$0.20$0.24$0.48$0.24
2020Detailed filing. Detailed filing data is available for this year.$0.44$0.44$0.56$0.85$0.30
2019Detailed filing. Detailed filing data is available for this year.$0.74$0.74$0.92$1.10$0.19
2018Detailed filing. Detailed filing data is available for this year.$0.93$0.93$1.06$0.58$0.47
2017Detailed filing. Detailed filing data is available for this year.$0.45$0.45$1.01$0.99$0.03
2016Detailed filing. Detailed filing data is available for this year.$0.42$0.42$1.05$1.37$0.32
2015Detailed filing. Detailed filing data is available for this year.$0.75$0.75$0.94$0.78$0.17
2014Detailed filing. Detailed filing data is available for this year.$0.58$0.58$1.01$0.96$0.04
2013Summary only. Only limited summary data is available for this year.$0.53$0.00$0.53$1.06$1.29$0.23
2012Summary only. Only limited summary data is available for this year.$0.76$0.00$0.76$0.75$0.66$0.09
2010Summary only. Only limited summary data is available for this year.$0.77$0.00$0.77$0.86$0.52$0.34