Civic Intelligence

Oliver Wendell Holmes Elementary PTA School

990EZ • Fiscal year 2011 • EIN 95-6207672

Jul 01, 2010 to Jun 30, 2011 • Filed on Oct 28, 2011

Organization ProfileWWW.HOLMESPTA.ORG
4902 MT Ararat Dr92111
Siviq Scores

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

Liabilities / Assets

53rd percentile

0.00x

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

2011 filings • 501(c)3 • <$500k nonprofits • Source year 2011

Liabilities / Revenue

56th percentile

0.00x

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

2011 filings • 501(c)3 • <$500k nonprofits • Source year 2011

Net Margin

23rd percentile

-12%

Higher net margin than 23% of similar nonprofits.

2011 filings • 501(c)3 • <$500k nonprofits • Source year 2011

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2011

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2011

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2011

Balance Sheet
Liabilities / Assets53rd percentile

Assets

$22,145

No earlier filing loaded for comparison.

Net Assets

$22,145

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin23rd percentile

Revenue

$87,142

No earlier filing loaded for comparison.

Expenses

$97,664

No earlier filing loaded for comparison.

Net Income

-$10,522

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

2011

Assets$22,145
Liabilities$0
Net Assets$22,145
Open 2011 Filing

Operations Trend

Revenue GrowthScore unavailable

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

2011

Revenue$87,142
Expenses$97,664
Net Income-$10,522
Open 2011 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2010 to Jun 30, 2011
Signed
Oct 28, 2011
Return Version
2010v3.4
Mission and Program Overview

Mission

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

Filing and Contact Details

Filer

EIN
95-6207672
Raw XML Appendix204 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
IRS990EZ/ActivitiesNotPreviouslyRpt00
IRS990EZ/AmountOfTaxImposedOnOrgMgr00
IRS990EZ/AmountOfTaxReimbursedByOrg00
IRS990EZ/CashSavingsAndInvestments/BOY032639
IRS990EZ/CashSavingsAndInvestments/EOY022145
IRS990EZ/DirectIndirectPoliticalExpend00
IRS990EZ/DoesOrgHaveHospital00
IRS990EZ/EngagedInExcessBenefitTrans00
IRS990EZ/EngageInLobbyingActivities00
IRS990EZ/EngagePoliticalCmpgnActivities00
IRS990EZ/ExcessOrDeficitForYear0-10522
IRS990EZ/FiledScheduleA01
IRS990EZ/ForeignFinancialAccount00
IRS990EZ/ForeignOffice00
IRS990EZ/FundraisingGrossIncome050771
IRS990EZ/GrossReceipts0116461
IRS990EZ/InfoInScheduleOPartI0X
IRS990EZ/InfoInScheduleOPartIII0X
IRS990EZ/InfoInScheduleOPartV0X
IRS990EZ/MadeChangesToOrgnzngEtcDoc00
IRS990EZ/MadeLoansToFromOfficers00
IRS990EZ/MaintainAnyDonorAdvisedFunds00
IRS990EZ/MembershipDues01722
IRS990EZ/MethodOfAccountingCash0X
IRS990EZ/NetAssetsOrFundBalances/BOY032639
IRS990EZ/NetAssetsOrFundBalancesBOY032639
IRS990EZ/NetAssetsOrFundBalances/EOY022145
IRS990EZ/NetAssetsOrFundBalancesEOY022145
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/AddressLine104902 MT ARARAT DR
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/AddressLine114902 MT ARARAT DR
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/AddressLine124902 MT ARARAT DR
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/AddressLine134902 MR ARARAT DR
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/City0SAN DIEGO
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/City1SAN DIEGO
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/City2SAN DIEGO
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/City3SAN DIEGO
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/State0CA
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/State1CA
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/State2CA
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/State3CA
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/ZIPCode092111
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/ZIPCode192111
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/ZIPCode292111
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/ZIPCode392111
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition05.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition15.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition25.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition31.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation10
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation20
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation30
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ContriToEmplBenefitPlansEtc00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ContriToEmplBenefitPlansEtc10
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ContriToEmplBenefitPlansEtc20
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ContriToEmplBenefitPlansEtc30
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ExpenseAccountOtherAllowances00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ExpenseAccountOtherAllowances10
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ExpenseAccountOtherAllowances20
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ExpenseAccountOtherAllowances30
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName0CARLEEN THOMPSON
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName1JENNIFER MATTOON
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName2ARLYN ENGERBRETSON
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName3EVA CROSS
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title1TREASURER
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title2SECRETARY
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title3PRINCIPAL
IRS990EZ/OperatingSchool00
IRS990EZ/Organization501c30X
IRS990EZ/OrganizationDissolvedEtc00
IRS990EZ/OrganizationHadUBI00
IRS990EZ/OtherChangesInNetAssets028
IRS990EZ/OtherExpensesTotal095705
IRS990EZ/OtherRevenueTotal011391
IRS990EZ/PartVIAHghstPaidCntrctProfSer0NONE
IRS990EZ/PartVIOfCompOfHighestPaidEmpl0NONE
IRS990EZ/PrimaryExemptPurpose0TO ENRICH THE SCHOLISTIC ENVIRONMENT OF ALL STUDENTS AT OLIVER WENDELL HOLMES ELEMENTARY SCHOOL
IRS990EZ/PrintingPublicationsPostage01959
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom0MEDIA AND TECHNOLOGY
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom1CURRICULUM SUPPORT
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom2CAMPUS IMPROVEMENTS
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom3OTHER
IRS990EZ/ProgramServiceAccomplishment/GrantsAndAllocations00
IRS990EZ/ProgramServiceAccomplishment/GrantsAndAllocations10
IRS990EZ/ProgramServiceAccomplishment/GrantsAndAllocations20
IRS990EZ/ProgramServiceAccomplishment/GrantsAndAllocations30
IRS990EZ/ProgramServiceAccomplishment/ProgramServiceExpenses011495
IRS990EZ/ProgramServiceAccomplishment/ProgramServiceExpenses147926
IRS990EZ/ProgramServiceAccomplishment/ProgramServiceExpenses230339
IRS990EZ/ProgramServiceAccomplishment/ProgramServiceExpenses35945
IRS990EZ/ProgramServiceRevenue052577
IRS990EZ/ProhibitedTaxShelterTrans00
IRS990EZ/RelatedOrgControlledEntity00
IRS990EZ/ScheduleBNotRequired0X
IRS990EZ/SpecialEventsDirectExpenses029319
IRS990EZ/SpecialEventsNetIncomeLoss021452
IRS990EZ/StatesWhereCopyOfReturnIsFiled0CA
IRS990EZ/SumOfTotalLiabilities/BOY00
IRS990EZ/SumOfTotalLiabilities/EOY00
IRS990EZ/TanningServicesProvided00
IRS990EZ/TaxImposedUnderIRC491100
IRS990EZ/TaxImposedUnderIRC491200
IRS990EZ/TaxImposedUnderIRC495500
IRS990EZ/TheBooksAreInCareOf/AddressUS/AddressLine104902 MT ARARAT DR
IRS990EZ/TheBooksAreInCareOf/AddressUS/City0SAN DIEGO
IRS990EZ/TheBooksAreInCareOf/AddressUS/State0CA
IRS990EZ/TheBooksAreInCareOf/AddressUS/ZIPCode092111
IRS990EZ/TheBooksAreInCareOf/NamePerson0JENNIFER MATTOON
IRS990EZ/TheBooksAreInCareOf/TelephoneNumber08584968110
IRS990EZ/TotalAssets/BOY032639
IRS990EZ/TotalAssets/EOY022145
IRS990EZ/TotalExpenses097664
IRS990EZ/TotalProgramServiceExpenses095705
IRS990EZ/TotalRevenue087142
IRS990EZ/TransactionWithControlEntity00
IRS990EZ/TrnsfrsExemptNonCharRelatedOrg00
IRS990EZ/WebSite0WWW.HOLMESPTA.ORG
IRS990ScheduleA/AmtsFromSubstContributors/Total00
IRS990ScheduleA/AmtsRecdFromDisqualPersons/Total00
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYear052577
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYearMinus1Year049795
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYearMinus2Years038801
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYearMinus3Years074039
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYearMinus4Years05618
IRS990ScheduleA/GiftsGrantsContribReceived509/Total0220830
IRS990ScheduleA/GrossInvestmentIncome509/CurrentTaxYear011
IRS990ScheduleA/GrossInvestmentIncome509/CurrentTaxYearMinus1Year0107
IRS990ScheduleA/GrossInvestmentIncome509/CurrentTaxYearMinus2Years0210
IRS990ScheduleA/GrossInvestmentIncome509/CurrentTaxYearMinus3Years0569
IRS990ScheduleA/GrossInvestmentIncome509/CurrentTaxYearMinus4Years0120
IRS990ScheduleA/GrossInvestmentIncome509/Total01017
IRS990ScheduleA/GrossReceiptsFromAdmissions/CurrentTaxYear050771
IRS990ScheduleA/GrossReceiptsFromAdmissions/CurrentTaxYearMinus1Year075999
IRS990ScheduleA/GrossReceiptsFromAdmissions/CurrentTaxYearMinus2Years0112178
IRS990ScheduleA/GrossReceiptsFromAdmissions/CurrentTaxYearMinus3Years069526
IRS990ScheduleA/GrossReceiptsFromAdmissions/CurrentTaxYearMinus4Years050773
IRS990ScheduleA/GrossReceiptsFromAdmissions/Total0359247
IRS990ScheduleA/InvestmentIncomeAndUBTI/CurrentTaxYear011
IRS990ScheduleA/InvestmentIncomeAndUBTI/CurrentTaxYearMinus1Year0107
IRS990ScheduleA/InvestmentIncomeAndUBTI/CurrentTaxYearMinus2Years0210
IRS990ScheduleA/InvestmentIncomeAndUBTI/CurrentTaxYearMinus3Years0569
IRS990ScheduleA/InvestmentIncomeAndUBTI/CurrentTaxYearMinus4Years0120
IRS990ScheduleA/InvestmentIncomeAndUBTI/Total01017
IRS990ScheduleA/InvestmentIncomePercentage00.00180
IRS990ScheduleA/PubliclySupportedOrg509a20X
IRS990ScheduleA/PublicSupportPercentage50900.99820
IRS990ScheduleA/PublicSupportTotal5090580077
IRS990ScheduleA/SupportFromDQPsEtc/Total00
IRS990ScheduleA/ThirtyThreePercntTestsCY5090X
IRS990ScheduleA/Total509/CurrentTaxYear0103348
IRS990ScheduleA/Total509/CurrentTaxYearMinus1Year0125794
IRS990ScheduleA/Total509/CurrentTaxYearMinus2Years0150979
IRS990ScheduleA/Total509/CurrentTaxYearMinus3Years0143565
IRS990ScheduleA/Total509/CurrentTaxYearMinus4Years056391
IRS990ScheduleA/Total509/Total0580077
IRS990ScheduleA/TotalSupportTotal/CurrentTaxYear0103359
IRS990ScheduleA/TotalSupportTotal/CurrentTaxYearMinus1Year0125901
IRS990ScheduleA/TotalSupportTotal/CurrentTaxYearMinus2Years0151189
IRS990ScheduleA/TotalSupportTotal/CurrentTaxYearMinus3Years0144134
IRS990ScheduleA/TotalSupportTotal/CurrentTaxYearMinus4Years056511
IRS990ScheduleA/TotalSupportTotal/Total0581094
IRS990ScheduleG/EventsInformation/GrossReceiptsEvent1015820
IRS990ScheduleG/EventsInformation/GrossReceiptsTotal015820
IRS990ScheduleG/EventsInformation/GrossRevenueEvent1015820
IRS990ScheduleG/EventsInformation/GrossRevenueTotalEvents015820
IRS990ScheduleG/EventsInformation/NameOfEvent10RAFFLE
IRS990ScheduleG/EventsInformation/NetIncomeSummary015820
IRS990ScheduleG/SpecialFundraisingEvents0X
IRS990ScheduleO/GeneralExplanation/Explanation0Description: BANK INTEREST. Amount: 11. Description: PROGRAMS. Amount: 11380. Total to Form 990-EZ, line 8: 11391.
IRS990ScheduleO/GeneralExplanation/Explanation1Description: BEFORE AND AFTER SCHOOL PROGRAM. Amount: 369. Description: APPRECIATION PROGRAMS & COMMUNITY EVENTS. Amount: 10591. Description: CAMPUS & VAPA PROGRAMS. Amount: 26803. Description: CLASSROOM ENRICHMENT. Amount: 10534. Description: COMMUNICATIONS GIFTS TO SCHOOL. Amount: 30339. Description: MEDIA AND TECHNOLOGY. Amount: 11495. Description: COMMUNICATIONS. Amount: 5574. Total to Form 990-EZ, line 16: 95705.
IRS990ScheduleO/GeneralExplanation/Explanation2Description: PRIOR PERIOD ADJUSTMENT. Amount: 28.
IRS990ScheduleO/GeneralExplanation/Identifier0Other Revenue
IRS990ScheduleO/GeneralExplanation/Identifier1Other Expenses
IRS990ScheduleO/GeneralExplanation/Identifier2Other Changes in Net Assets
IRS990ScheduleO/GeneralExplanation/ReturnReference0Form 990-EZ, Part I, Line 8
IRS990ScheduleO/GeneralExplanation/ReturnReference1Form 990-EZ, Part I, Line 16
IRS990ScheduleO/GeneralExplanation/ReturnReference2Form 990-EZ, Part I, Line 20
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/Filer/EIN0956207672
ReturnHeader/Filer/Name/BusinessNameLine10OLIVER WENDELL HOLMES ELEMENTARY SCHOOL PTA
ReturnHeader/Filer/NameControl0OLIV
ReturnHeader/Filer/Phone08584968110
ReturnHeader/Filer/USAddress/AddressLine104902 MT ARARAT DR
ReturnHeader/Filer/USAddress/City0SAN DIEGO
ReturnHeader/Filer/USAddress/State0CA
ReturnHeader/Filer/USAddress/ZIPCode092111
ReturnHeader/Officer/AuthorizeThirdParty01
ReturnHeader/Officer/DateSigned02011-10-28
ReturnHeader/Officer/Name0CARLEEN THOMPSON
ReturnHeader/Officer/Phone08587053364
ReturnHeader/Officer/Title0PRESIDENT
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10PATRICIA M SMITH CPA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine102900 FOURTH AVE STE 101
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0SAN DIEGO
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0CA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode092103
ReturnHeader/Preparer/Phone06192989292
ReturnHeader/Preparer/SelfEmployed0X
ReturnHeader/ReturnType0990EZ
ReturnHeader/TaxPeriodBeginDate02010-07-01
ReturnHeader/TaxPeriodEndDate02011-06-30
ReturnHeader/TaxYear02010
ReturnHeader/Timestamp02011-11-04T12:26:06-05:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2011 • Form 990EZFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$22,145
Liabilities
$0
Net assets
$22,145
Revenue
$87,142
Expenses
$97,664
Net income
-$10,522
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