Civic Intelligence

Oliver Wendell Holmes Elementary PTA School

990EZ • Fiscal year 2025 • EIN 95-6207672

Jul 01, 2024 to Jun 30, 2025 • Filed on Oct 27, 2025

Organization ProfileWWW.HOLMESPTA.ORG
4902 Mount Ararat DriveSan Diego, CA 92111

(619) 605-4400

Siviq Scores

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

Liabilities / Assets

62nd percentile

0.00x

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

2025 filings • 501(c)3 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

63rd percentile

0.00x

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

2025 filings • 501(c)3 • <$500k nonprofits • Source year 2025

Net Margin

39th percentile

-1.2%

Higher net margin than 39% of similar nonprofits.

2025 filings • 501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

82nd percentile

$0

Higher top officer pay than 82% of similar nonprofits.

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

2025 filings • 501(c)3 • <$500k nonprofits • Source year 2025

Asset Growth

39th percentile

-3.3%

Faster asset growth than 39% of similar nonprofits.

2025 filings • 501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

58th percentile

7.2%

Faster revenue growth than 58% of similar nonprofits.

2025 filings • 501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets62nd percentile

Assets

Down

$76,510

Down $2,574 (-3.3%) from 2024

Net Assets

$76,510

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2024

Revenue And Expenses
Liabilities / Revenue63rd percentileNet Margin39th percentile

Revenue

Up

$129,556

Up $8,647 (+7.2%) from 2024

Expenses

Up

$131,073

Up $24,867 (+23%) from 2024

Net Income

Down

-$1,517

Down $16,220 (-110%) from 2024

Historical Trend

Balance Sheet Trend

Asset Growth39th percentile

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

$80K$60K$40K$20K$0Assets 2011: $22,145Liabilities 2011: $0Net Assets 2011: $22,1452011Assets 2013: $35,266Liabilities 2013: $0Net Assets 2013: $35,2662013Assets 2014: $30,765Liabilities 2014: $0Net Assets 2014: $30,7652014Assets 2015: $48,612Liabilities 2015: $02015Assets 2016: $52,146Liabilities 2016: $0Net Assets 2016: $52,1462016Assets 2017: $29,000Liabilities 2017: $0Net Assets 2017: $29,0002017Assets 2018: $38,072Liabilities 2018: $02018Assets 2019: $52,900Liabilities 2019: $02019Assets 2020: $52,603Liabilities 2020: $02020Assets 2021: $33,898Net Assets 2021: $33,8982021Assets 2022: $40,906Liabilities 2022: $02022Assets 2023: $62,632Liabilities 2023: $0Net Assets 2023: $62,6322023Assets 2024: $79,084Liabilities 2024: $02024Assets 2025: $76,510Liabilities 2025: $0Net Assets 2025: $76,5102025

Highlighted filing

2025

Assets$76,510
Liabilities$0
Net Assets$76,510
Open 2025 Filing

Operations Trend

Revenue Growth58th percentile

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

$150K$100K$50K$0-$50KRevenue 2011: $87,142Expenses 2011: $97,664Net Income 2011: -$10,5222011Revenue 2013: $79,161Expenses 2013: $79,740Net Income 2013: -$5792013Revenue 2014: $75,743Expenses 2014: $80,244Net Income 2014: -$4,5012014Revenue 2015: $89,820Expenses 2015: $71,973Net Income 2015: $17,8472015Revenue 2016: $93,032Expenses 2016: $89,498Net Income 2016: $3,5342016Revenue 2017: $84,758Expenses 2017: $107,904Net Income 2017: -$23,1462017Revenue 2018: $94,375Expenses 2018: $85,303Net Income 2018: $9,0722018Revenue 2019: $104,882Expenses 2019: $90,056Net Income 2019: $14,8262019Revenue 2020: $91,708Expenses 2020: $93,071Net Income 2020: -$1,3632020Revenue 2021: $50,629Expenses 2021: $69,334Net Income 2021: -$18,7052021Revenue 2022: $88,887Expenses 2022: $81,878Net Income 2022: $7,0092022Revenue 2023: $127,265Expenses 2023: $105,541Net Income 2023: $21,7242023Revenue 2024: $120,909Expenses 2024: $106,206Net Income 2024: $14,7032024Revenue 2025: $129,556Expenses 2025: $131,073Net Income 2025: -$1,5172025

Highlighted filing

2025

Revenue$129,556
Expenses$131,073
Net Income-$1,517
Open 2025 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Oct 27, 2025
Return Version
2024v5.1
Gross Receipts
$143,975
Mission and Program Overview

Mission

To enrich the scholistic environment of all students at oliver wendell holmes elementary school

To enrich the scholastic environment at Oliver Wendell Holmes Elementary located in San Diego, CA.

Program Services

DescriptionGrantsExpenses
Campus$17,000$27,927
Choral Music-$26,963
Classroom Enrichment$0$23,698
Compensation and Service Providers
Top Officer Pay82nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Nicole AdamsPresidentPT$0--
Melissa Diaz-CisnerosExecutive Vice President-$0--
Catherine DiazTreasurerPT$0--
Calee BlackSecretary-$0--
Julia DugganVice President Of Programs-$0--
Vice President of MembershipLaura Kelley-$0--
Vice President of CommunicationsKatie Jennings-$0--
Kanza El-MoftyHistorian-$0--
Filing and Contact Details

Filer

Filer Name
Oliver Wendell Holmes Elementary PTA
EIN
95-6207672
Phone
6196054400
Address
4902 Mount Ararat Drive, San Diego, CA 92111

Signing Officer

Name
Catherine Diaz
Title
Treasurer
Phone
9168384069
Signed
2025-10-27
Supplemental Narrative

Additional Explanations

990-EZ, Part I, Line 10

“Sage Garden Grant, Corporate Matching, Dining for Dollars, Gulls Family Night”

Raw XML Appendix236 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/BooksInCareOfDetail/USAddress/CityNm0San Diego
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Nicole Adams
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Vice President of Communications
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Kanza El-Mofty
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Katie Jennings
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Historian
IRS990EZ/OperateHospitalInd0false
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IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
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IRS990EZ/OtherEmployeePaidOver100kCnt00
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IRS990EZ/PrintingPublicationsPostageAmt0376
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Sage Garden Grant, Corporate Matching, Dining for Dollars, Gulls Family Night
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0990-EZ, Part I, Line 10
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Catherine Diaz
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum09168384069
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-10-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Oliver Wendell Holmes Elementary PTA
ReturnHeader/Filer/BusinessNameControlTxt0OLIV
ReturnHeader/Filer/EIN0956207672
ReturnHeader/Filer/PhoneNum06196054400
ReturnHeader/Filer/USAddress/AddressLine1Txt04902 Mount Ararat Drive
ReturnHeader/Filer/USAddress/CityNm0San Diego
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092111
ReturnHeader/ReturnTs02025-10-27T19:25:56Z
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$76,510
Liabilities
$0
Net assets
$76,510
Revenue
$129,556
Expenses
$131,073
Net income
-$1,517
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.77$0.00$0.77$1.30$1.31$0.02
2024Summary only. Only limited summary data is available for this year.$0.79$0.00$1.21$1.06$0.15
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.63$0.00$0.63$1.27$1.06$0.22
2022Summary only. Only limited summary data is available for this year.$0.41$0.00$0.89$0.82$0.07
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.34$0.34$0.51$0.69$0.19
2020Summary only. Only limited summary data is available for this year.$0.53$0.00$0.92$0.93$0.01
2019Summary only. Only limited summary data is available for this year.$0.53$0.00$1.05$0.90$0.15
2018Summary only. Only limited summary data is available for this year.$0.38$0.00$0.94$0.85$0.09
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.29$0.00$0.29$0.85$1.08$0.23
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.52$0.00$0.52$0.93$0.89$0.04
2015Summary only. Only limited summary data is available for this year.$0.49$0.00$0.90$0.72$0.18
2014Detailed filing. Detailed filing data is available for this year.$0.31$0.00$0.31$0.76$0.80$0.05
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.35$0.00$0.35$0.79$0.80$0.01
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.22$0.00$0.22$0.87$0.98$0.11