Civic Intelligence

Mountain View School PTA

990EZ • Fiscal year 2020 • EIN 95-6208448

Jul 01, 2019 to Jun 30, 2020 • Filed on Nov 13, 2020

Organization ProfileWWW.MTNVIEW.GOLETA.K12.CA.US/PTA
5465 Queen Ann LaneSanta Barbara, CA 93111-1028

(805) 681-1284

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

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

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

Liabilities / Revenue

55th percentile

0.00x

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

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

Net Margin

78th percentile

30%

Higher net margin than 78% 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

77th percentile

40%

Faster asset growth than 77% of similar nonprofits.

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

Revenue Growth

89th percentile

57%

Faster revenue growth than 89% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets55th percentile

Assets

Up

$79,860

Up $22,733 (+40%) from 2019

Net Assets

Up

$79,860

Up $22,733 (+40%) from 2019

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin78th percentile

Revenue

Up

$76,761

Up $27,827 (+57%) from 2019

Expenses

Down

$54,028

Down $6,661 (-11%) from 2019

Net Income

Up

$22,733

Up $34,488 (+293%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth77th percentile

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

$300K$200K$100K$0Assets 2012: $75,824Liabilities 2012: $02012Assets 2013: $116,279Liabilities 2013: $02013Assets 2014: $75,227Liabilities 2014: $02014Assets 2015: $91,192Liabilities 2015: $02015Assets 2016: $95,979Liabilities 2016: $02016Assets 2017: $105,176Net Assets 2017: $105,1762017Assets 2018: $68,882Net Assets 2018: $68,8822018Assets 2019: $57,127Net Assets 2019: $57,1272019Assets 2020: $79,860Liabilities 2020: $0Net Assets 2020: $79,8602020Assets 2021: $80,089Liabilities 2021: $0Net Assets 2021: $80,0892021Assets 2022: $176,941Liabilities 2022: $0Net Assets 2022: $176,9412022Assets 2023: $206,081Liabilities 2023: $0Net Assets 2023: $206,0812023Assets 2024: $109,818Liabilities 2024: $0Net Assets 2024: $109,8182024Assets 2025: $148,145Liabilities 2025: $0Net Assets 2025: $148,1452025

Highlighted filing

2020

Assets$79,860
Liabilities$0
Net Assets$79,860
Open 2020 Filing

Operations Trend

Revenue Growth89th percentile

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

$200K$100K$0-$100KRevenue 2012: $61,143Expenses 2012: $44,058Net Income 2012: $17,0852012Revenue 2013: $89,145Expenses 2013: $48,690Net Income 2013: $40,4552013Revenue 2014: $52,748Expenses 2014: $93,800Net Income 2014: -$41,0522014Revenue 2015: $67,755Expenses 2015: $51,790Net Income 2015: $15,9652015Revenue 2016: $63,886Expenses 2016: $59,099Net Income 2016: $4,7872016Revenue 2017: $51,412Expenses 2017: $43,647Net Income 2017: $7,7652017Revenue 2018: $73,629Expenses 2018: $109,923Net Income 2018: -$36,2942018Revenue 2019: $48,934Expenses 2019: $60,689Net Income 2019: -$11,7552019Revenue 2020: $76,761Expenses 2020: $54,028Net Income 2020: $22,7332020Revenue 2021: $45,068Expenses 2021: $44,839Net Income 2021: $2292021Revenue 2022: $182,913Expenses 2022: $86,061Net Income 2022: $96,8522022Revenue 2023: $118,296Expenses 2023: $89,156Net Income 2023: $29,1402023Revenue 2024: $96,478Expenses 2024: $192,741Net Income 2024: -$96,2632024Revenue 2025: $136,986Expenses 2025: $98,659Net Income 2025: $38,3272025

Highlighted filing

2020

Revenue$76,761
Expenses$54,028
Net Income$22,733
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Nov 13, 2020
Return Version
2019v5.1
Gross Receipts
$125,049
Mission and Program Overview

Mission

Elementary School Support

Program Services

DescriptionGrantsExpenses
ELEMENTARY SCHOOL SUPPORT$0$101,055
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BETH MAGIDPresident-$0--
IVANA FIRESTONEPresident-$0--
KAREN LINDBLADExecutive Vice President-$0--
JAMIE GONZALEZ1st VP, Ways & Means-$0--
BECKY HAMMEL1st VP, Ways & Means-$0--
TRACY MONGOLD2nd VP, Fundraising-$0--
ANGELINA KNOTHE3rd VP, Programs-$0--
NANCY SCHLEY3rd VP, Programs-$0--
NATALIE KUNES3rd VP, Programs-$0--
MICHELLE ROBERSON3rd VP, Programs-$0--
MICHELLE LARABEE3rd VP, Programs-$0--
ASHLEY GOLDSTEIN4th VP, Events-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Move-a-thon$75,109$75,109$36,703$38,406
Spring Fling$6,004$6,004$1,312$4,692
Total Events$123,789$123,789$48,288$75,501
Filing and Contact Details

Filer

Filer Name
Mountain View School Pta
EIN
95-6208448
Phone
8056811284
Address
5465 QUEEN ANN LANE, SANTA BARBARA, CA 93111-1028

Signing Officer

Name
Heidi Schow
Title
Treasurer
Phone
8056811284
Signed
2020-11-13

Preparer

Firm
Goodland CPA
Address
735 STATE ST SUITE 433, SANTA BARBARA, CA 93101
Preparer
Fabio De Oliveira
Phone
8056995255
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

“Description: interest. Amount: 30.”

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: general operating expenses. Amount: 3,693. Description: insurance. Amount: 267. Description: service projects. Amount: 693. Description: small scale site improvements. Amount: 2,241. Description: special programs. Amount: 10,005. Description: teacher & site support. Amount: 36,357. Total to form 990-ez, line 16: 53,256.”

Raw XML Appendix250 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/OfficerDirectorTrusteeEmplGrp/PersonNm11ASHLEY GOLDSTEIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2EXECUTIVE VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt31ST VP, WAYS & MEANS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt41ST VP, WAYS & MEANS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt52ND VP, FUNDRAISING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt63RD VP, PROGRAMS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt73RD VP, PROGRAMS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt83RD VP, PROGRAMS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt93RD VP, PROGRAMS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt103RD VP, PROGRAMS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt114TH VP, EVENTS
IRS990EZ/OperateHospitalInd00
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IRS990EZ/TaxImposedUnderIRC4912Amt00
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IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt054028
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IRS990EZ/TotalRevenueAmt076761
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0WWW.MTNVIEW.GOLETA.K12.CA.US/PTA/
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt01230
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt01484
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt03000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt02885
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt01720
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IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt01312
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST. AMOUNT: 30.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: GENERAL OPERATING EXPENSES. AMOUNT: 3,693. DESCRIPTION: INSURANCE. AMOUNT: 267. DESCRIPTION: SERVICE PROJECTS. AMOUNT: 693. DESCRIPTION: SMALL SCALE SITE IMPROVEMENTS. AMOUNT: 2,241. DESCRIPTION: SPECIAL PROGRAMS. AMOUNT: 10,005. DESCRIPTION: TEACHER & SITE SUPPORT. AMOUNT: 36,357. TOTAL TO FORM 990-EZ, LINE 16: 53,256.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/PersonNm0HEIDI SCHOW
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08056811284
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MOUNTAIN VIEW SCHOOL PTA
ReturnHeader/Filer/BusinessNameControlTxt0MOUN
ReturnHeader/Filer/EIN0956208448
ReturnHeader/Filer/PhoneNum08056811284
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ReturnHeader/FilingSecurityInformation/IPDt02020-11-13
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ReturnHeader/FilingSecurityInformation/IPTm015:30:56
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0811802792
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GOODLAND CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0735 STATE ST SUITE 433
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ReturnHeader/PreparerPersonGrp/PreparationDt02020-11-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0FABIO DE OLIVEIRA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02020-11-13T15:31:03-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$79,860
Liabilities
$0
Net assets
$79,860
Revenue
$76,761
Expenses
$54,028
Net income
$22,733
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.48$0.00$1.48$1.37$0.99$0.38
2024Detailed filing. Detailed filing data is available for this year.$1.10$0.00$1.10$0.96$1.93$0.96
2023Detailed filing. Detailed filing data is available for this year.$2.06$0.00$2.06$1.18$0.89$0.29
2022Detailed filing. Detailed filing data is available for this year.$1.77$0.00$1.77$1.83$0.86$0.97
2021Detailed filing. Detailed filing data is available for this year.$0.80$0.00$0.80$0.45$0.45$0.00
2020Detailed filing. Detailed filing data is available for this year.$0.80$0.00$0.80$0.77$0.54$0.23
2019Detailed filing. Detailed filing data is available for this year.$0.57$0.57$0.49$0.61$0.12
2018Detailed filing. Detailed filing data is available for this year.$0.69$0.69$0.74$1.10$0.36
2017Detailed filing. Detailed filing data is available for this year.$1.05$1.05$0.51$0.44$0.08
2016Summary only. Only limited summary data is available for this year.$0.96$0.00$0.64$0.59$0.05
2015Summary only. Only limited summary data is available for this year.$0.91$0.00$0.68$0.52$0.16
2014Summary only. Only limited summary data is available for this year.$0.75$0.00$0.53$0.94$0.41
2013Summary only. Only limited summary data is available for this year.$1.16$0.00$0.89$0.49$0.40
2012Summary only. Only limited summary data is available for this year.$0.76$0.00$0.61$0.44$0.17