Civic Intelligence

Colina Middle School Ptsa

990EZ • Fiscal year 2020 • EIN 95-6207139

Jul 01, 2019 to Jun 30, 2020 • Filed on Sep 30, 2020

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 2020

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2020

Net Margin

12th percentile

-53%

Higher net margin than 12% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

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.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

11th percentile

-40%

Faster asset growth than 11% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

29th percentile

-39%

Faster revenue growth than 29% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Assets

Down

$44,421

Down $29,527 (-40%) from 2019

Net Assets

Down

$44,421

Down $29,527 (-40%) from 2019

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$55,724

Down $36,053 (-39%) from 2019

Expenses

Down

$85,251

Down $25,160 (-23%) from 2019

Net Income

Down

-$29,527

Down $10,893 (-58%) from 2019

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

2020

Assets$44,421
Liabilities-
Net Assets$44,421

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

2020

Revenue$55,724
Expenses$85,251
Net Income-$29,527
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Sep 30, 2020
Return Version
2019v5.1
Gross Receipts
$55,724
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 ANDSCHOOL IMPROVEMENTS$65,338$65,338
PROVIDED PROGRAMS SUCH AS ART, OUTDOOR SCHOOL ASSISTANCE, STAFF TRAINING, AND STUDENT STAFF HOSPITALITY$4,985$4,985
0$0$0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MICHELLE GARCIAPresidentPT$0--
KIM COLLINSExecutive VP-$0--
KENA EFRAIMVP Membership-$0--
DORIS PERALTAVP Fundraising-$0--
BETH ANDREWSVP Volunteers-$0--
KATHLEEN CIMINOTreasurerPT$0--
SCOTT SEWARDHistorian-$0--
SHANLEE BURDETTEParliamentarian-$0--
SUSAN EMERSONAuditor-$0--
BROOKE MACLEANRecording Secretary-$0--
KIM LILJIEGRENVP Programs-$0--
EMMA HOWELLSVP Communications-$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
Michelle Garcia
Title
President
Phone
8054957427
Signed
2020-09-30

Preparer

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

Additional Explanations

Form 990EZ, Part I, Line 10

Donations to school for educational purposes; education; colina middle school: 1500 e hillcrest dr, thousand oaks, ca, 91362; supported school, 75544.

Form 990EZ, Part I, Line 16

OPERATING EXPENSES 1657.

Form 990EZ, Part I, Line 16

PROGRAM EXPENSES 1898.

Form 990EZ, Part I, Line 16

BANK/MERCHANT FEES

Form 990EZ, Part I, Line 16

TAXES, FEES

Raw XML Appendix223 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/PersonNm0KATHLEEN CIMINO
IRS990EZ/BooksInCareOfDetail/PhoneNum08054957427
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0THOUSAND OAKS
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd091362
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IRS990EZ/FiledScheduleAInd0true
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MICHELLE GARCIA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1KIM COLLINS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2KENA EFRAIM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3DORIS PERALTA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4BETH ANDREWS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5KATHLEEN CIMINO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6SCOTT SEWARD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7SHANLEE BURDETTE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8SUSAN EMERSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9BROOKE MACLEAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10KIM LILJIEGREN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11EMMA HOWELLS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
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 COMMUNICATIONS
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt03555
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO BENEFIT THE WELFARE AND EDUCATION OF ALL STUDENTS AT COLINA MIDDLE SCHOOL
IRS990EZ/PrintingPublicationsPostageAmt05527
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDED FINANCIAL ASSISTANCE FOR CLASSROOM ANDSCHOOL IMPROVEMENTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1PROVIDED PROGRAMS SUCH AS ART, OUTDOOR SCHOOL ASSISTANCE, STAFF TRAINING, AND STUDENT STAFF HOSPITALITY
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IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt20
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt14985
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt20
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt085251
IRS990EZ/TotalProgramServiceExpensesAmt070323
IRS990EZ/TotalRevenueAmt055724
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt053882
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt091777
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0105639
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt069576
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IRS990ScheduleA/Total509Grp/TotalAmt0513637
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0513638
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DONATIONS TO SCHOOL FOR EDUCATIONAL PURPOSES; EDUCATION; COLINA MIDDLE SCHOOL: 1500 E HILLCREST DR, THOUSAND OAKS, CA, 91362; SUPPORTED SCHOOL, 75544.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1OPERATING EXPENSES 1657.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PROGRAM EXPENSES 1898.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3BANK/MERCHANT FEES
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4TAXES, FEES
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
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/PersonNm0MICHELLE GARCIA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08054957427
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-09-30
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
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId012073C7B13575AA984917E165C5BF28D9050597D
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId012073C7B13575AA984917E165C5BF28D9050597D
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt098.148.234.219
ReturnHeader/FilingSecurityInformation/IPDt02020-10-01
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm017:08:11
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/PreparationDt02020-10-01
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KATHRYN WALTERS
ReturnHeader/ReturnTs02020-10-01T17:08:28-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

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