Civic Intelligence

South Oceanside Elementary Parent Teacher Organization PTO

990EZ • Fiscal year 2016 • EIN 95-6207440

Jul 01, 2015 to Jun 30, 2016 • Filed on Nov 14, 2016

1806 S Horne StreetOceanside, CA 92054

(760) 231-5087

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 2016

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2016

Net Margin

46th percentile

1.6%

Higher net margin than 46% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

57th percentile

5.9%

Faster asset growth than 57% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

93rd percentile

106%

Faster revenue growth than 93% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Up

$28,601

Up $1,583 (+5.9%) from 2015

Net Assets

Up

$28,601

Up $1,583 (+5.9%) from 2015

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$98,361

Up $50,647 (+106%) from 2015

Expenses

Up

$96,778

Up $52,289 (+118%) from 2015

Net Income

Down

$1,583

Down $1,642 (-51%) from 2015

Historical Trend

Balance Sheet Trend

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

$200K$150K$100K$50K$0Assets 2010: $26,980Net Assets 2010: $26,9802010Assets 2011: $17,177Net Assets 2011: $17,1772011Assets 2012: $28,034Liabilities 2012: $02012Assets 2013: $26,702Net Assets 2013: $26,7022013Assets 2014: $23,793Net Assets 2014: $23,7932014Assets 2015: $27,018Net Assets 2015: $27,0182015Assets 2016: $28,601Net Assets 2016: $28,6012016Assets 2017: $39,988Net Assets 2017: $39,9882017Assets 2018: $61,849Net Assets 2018: $61,8492018Assets 2019: $95,459Net Assets 2019: $95,4592019Assets 2020: $84,019Net Assets 2020: $84,0192020Assets 2021: $67,050Net Assets 2021: $67,0502021Assets 2022: $81,122Net Assets 2022: $81,1222022Assets 2023: $99,133Net Assets 2023: $99,1332023Assets 2024: $138,790Net Assets 2024: $138,7902024Assets 2025: $157,022Net Assets 2025: $157,0222025

Highlighted filing

2016

Assets$28,601
Liabilities-
Net Assets$28,601

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2010: $31,172Expenses 2010: $37,808Net Income 2010: -$6,6362010Revenue 2011: $51,550Expenses 2011: $61,353Net Income 2011: -$9,8032011Revenue 2012: $42,544Expenses 2012: $31,687Net Income 2012: $10,8572012Revenue 2013: $41,849Expenses 2013: $22,077Net Income 2013: $19,7722013Revenue 2014: $44,338Expenses 2014: $47,247Net Income 2014: -$2,9092014Revenue 2015: $47,714Expenses 2015: $44,489Net Income 2015: $3,2252015Revenue 2016: $98,361Expenses 2016: $96,778Net Income 2016: $1,5832016Revenue 2017: $109,504Expenses 2017: $98,117Net Income 2017: $11,3872017Revenue 2018: $135,331Expenses 2018: $113,470Net Income 2018: $21,8612018Revenue 2019: $126,012Expenses 2019: $92,402Net Income 2019: $33,6102019Revenue 2020: $49,384Expenses 2020: $60,824Net Income 2020: -$11,4402020Revenue 2021: $24,874Expenses 2021: $41,843Net Income 2021: -$16,9692021Revenue 2022: $56,069Expenses 2022: $41,997Net Income 2022: $14,0722022Revenue 2023: $72,903Expenses 2023: $54,892Net Income 2023: $18,0112023Revenue 2024: $106,418Expenses 2024: $66,761Net Income 2024: $39,6572024Revenue 2025: $103,018Expenses 2025: $84,786Net Income 2025: $18,2322025

Highlighted filing

2016

Revenue$98,361
Expenses$96,778
Net Income$1,583
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Nov 14, 2016
Return Version
2015v2.0
Gross Receipts
$117,385
Mission and Program Overview

Mission

To promote a closer relationship between the home and the school so that parents and teachers may cooperate in the education of the children

Program Services

DescriptionGrantsExpenses
FUNDED FACULTY INCENTIVES AND APPRECIATION - FUNDING FOR CLASSROOM SUPPLIES, STUDENT INCENTIVES, FIELD TRIPS AND RECOGNITION OF TEACHERS DEDICATED IN THE CLASSROOM$88,346-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
AGATHA BROWNPresident-$0--
HOLLY PEARSONSecretary-$0--
KRISTINA MCCAYTreasurer-$0--
CJ DIMENTOCommittee Chair-$0--
ANA GROENINGEsl Liaison-$0--
LINDA ENGSTROMTeacher Rep 1-$0--
CATHY GOMEZTeacher Rep 2-$0--
JEN DUBOISVice President-$0--
CARRIE KNATZCommittee Chair-$0--
STACEY HOSTETTERCommittee Chair-$0--
AMY VILLALPANDOCommittee Chair-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Car Show$15,065$15,065$6,585$8,480
Other Fundraisers$13,750$13,750$4,246$9,504
Total Events$47,340$47,340$19,024$28,316
Filing and Contact Details

Filer

Filer Name
South Oceanside Elementary Pto
EIN
95-6207440
Phone
7602315087
Address
1806 S HORNE STREET, OCEANSIDE, CA 92054

Signing Officer

Name
Kristina Mccay
Title
Treasurer
Signed
2016-11-14
Discuss with paid preparer
Yes

Preparer

Firm
Polito Eppich Associates LLP
Address
100 E San Marcos Blvd 100, San Marcos, CA 92069
Preparer
Jessica M Dorsett
Phone
7605999900
Supplemental Narrative

Additional Explanations

Other Revenue.1

$2103

Other Expenses.1

fifth grade camp $28587

Other Expenses.2

TEACHER START UP $18690

Other Expenses.3

FIELD TRIPS $14554

Other Expenses.4

book fair $5759

Other Expenses.5

LIBRARY $5383

Other Expenses.6

OFFICE SUPPLIES $4401

Other Expenses.7

READING COUNTS $3479

Other Expenses.8

yearbook $2378

Other Expenses.9

SPIRIT WEAR $2345

Other Expenses.10

GARDEN $1844

Other Expenses.11

PROPOSALS $1691

Other Expenses.12

TEACHER EXP. $1253

Other Expenses.13

MISCELLANEOUS $1155

Other Expenses.14

STUDENT COUNCIL $867

Other Expenses.15

ASSEMBLIES $750

Other Expenses.16

STAFF APPRECIATION $734

Other Expenses.17

LEGAL FEES $675

Other Expenses.18

MOMS SOCCER $481

Other Expenses.19

INSURANCE COSTS $470

Other Expenses.20

PTO SUPPLIES $437

Other Expenses.21

MUSIC $351

Other Expenses.22

PROGRAM COSTS $257

Other Expenses.23

BANK CHARGES $160

Other Expenses.24

fourth grade camp $67

Other Expenses.25

TAX EXP. $10

Other Assets.1005

Accounts Receivable - Beginning $0 Accounts Receivable - Ending $203

Raw XML Appendix264 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0$2103
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1fifth grade camp $28587
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2TEACHER START UP $18690
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3FIELD TRIPS $14554
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4book fair $5759
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5LIBRARY $5383
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6OFFICE SUPPLIES $4401
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7READING COUNTS $3479
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8yearbook $2378
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9SPIRIT WEAR $2345
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10GARDEN $1844
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11PROPOSALS $1691
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12TEACHER EXP. $1253
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13MISCELLANEOUS $1155
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14STUDENT COUNCIL $867
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15ASSEMBLIES $750
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16STAFF APPRECIATION $734
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17LEGAL FEES $675
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt18MOMS SOCCER $481
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt19INSURANCE COSTS $470
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt20PTO SUPPLIES $437
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt21MUSIC $351
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt22PROGRAM COSTS $257
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt23BANK CHARGES $160
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt24fourth grade camp $67
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt25TAX EXP. $10
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt26Accounts Receivable - Beginning $0 Accounts Receivable - Ending $203
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ReturnHeader/BuildTS02017-02-10 21:41:12Z
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ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SOUTH OCEANSIDE ELEMENTARY PTO
ReturnHeader/Filer/BusinessNameControlTxt0SOUT
ReturnHeader/Filer/EIN0956207440
ReturnHeader/Filer/PhoneNum07602315087
ReturnHeader/Filer/USAddress/AddressLine1Txt01806 S HORNE STREET
ReturnHeader/Filer/USAddress/CityNm0OCEANSIDE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092054
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Polito Eppich Associates LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0100 E San Marcos Blvd 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0San Marcos
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092069
ReturnHeader/PreparerPersonGrp/PhoneNum07605999900
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JESSICA M DORSETT
ReturnHeader/ReturnTs02016-11-14T08:44:21-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.57$1.57$1.03$0.85$0.18
2024Detailed filing. Detailed filing data is available for this year.$1.39$1.39$1.06$0.67$0.40
2023Detailed filing. Detailed filing data is available for this year.$0.99$0.99$0.73$0.55$0.18
2022Detailed filing. Detailed filing data is available for this year.$0.81$0.81$0.56$0.42$0.14
2021Detailed filing. Detailed filing data is available for this year.$0.67$0.67$0.25$0.42$0.17
2020Detailed filing. Detailed filing data is available for this year.$0.84$0.84$0.49$0.61$0.11
2019Detailed filing. Detailed filing data is available for this year.$0.95$0.95$1.26$0.92$0.34
2018Detailed filing. Detailed filing data is available for this year.$0.62$0.62$1.35$1.13$0.22
2017Detailed filing. Detailed filing data is available for this year.$0.40$0.40$1.10$0.98$0.11
2016Detailed filing. Detailed filing data is available for this year.$0.29$0.29$0.98$0.97$0.02
2015Detailed filing. Detailed filing data is available for this year.$0.27$0.27$0.48$0.44$0.03
2014Detailed filing. Detailed filing data is available for this year.$0.24$0.24$0.44$0.47$0.03
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.27$0.27$0.42$0.22$0.20
2012Summary only. Only limited summary data is available for this year.$0.28$0.00$0.43$0.32$0.11
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.17$0.17$0.52$0.61$0.10
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.27$0.27$0.31$0.38$0.07