Civic Intelligence

Mountain View School PTA

990EZ • Fiscal year 2024 • EIN 95-6208448

Jul 01, 2023 to Jun 30, 2024 • Filed on Oct 22, 2024

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

56th percentile

0.00x

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

57th percentile

0.00x

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

6th percentile

-100%

Higher net margin than 6% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

12th percentile

-47%

Faster asset growth than 12% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

26th percentile

-18%

Faster revenue growth than 26% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets56th percentile

Assets

Down

$109,818

Down $96,263 (-47%) from 2023

Net Assets

Down

$109,818

Down $96,263 (-47%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin6th percentile

Revenue

Down

$96,478

Down $21,818 (-18%) from 2023

Expenses

Up

$192,741

Up $103,585 (+116%) from 2023

Net Income

Down

-$96,263

Down $125,403 (-430%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth12th 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

2024

Assets$109,818
Liabilities$0
Net Assets$109,818
Open 2024 Filing

Operations Trend

Revenue Growth26th 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

2024

Revenue$96,478
Expenses$192,741
Net Income-$96,263
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Oct 22, 2024
Return Version
2023v5.1
Gross Receipts
$103,965
Mission and Program Overview

Mission

Elementary School Support

Program Services

DescriptionGrantsExpenses
ELEMENTARY SCHOOL SUPPORT$0$175,208
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PAM POWERSPresidentPT$0--
JACKIE HALLExecutive Vice President-$0--
JENNIFER JEFFREYVP Seasonal Fundraising-$0--
KIRSTEN BAILLIEVP Yearlong Fundraising-$0--
BLAIR NARETTOVP Community Outreach-$0--
CARRIE SCOTTTreasurerPT$0--
SAMANTHA LOCKETTSecretary-$0--
JESSICA AJAOHistorian-$0--
GENEVIEVE FANTEAuditor-$0--
LINDA KHACHECKParliamentarian-$0--
DANA WONGVP Carnival-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Move-a-thon$25,700$25,700$1,533$24,167
Party Book$16,738$16,738$2,662$14,076
Total Events$103,012$103,012$7,487$95,525
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
Carrie Scott
Title
Treasurer
Phone
8056811284
Signed
2024-10-22
Discuss with paid preparer
Yes

Preparer

Firm
Goodland CPA
Address
735 STATE ST STE 512, 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: 252.”

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

“Description: general operating expenses. Amount: 717. Description: insurance. Amount: 422. Description: small scale site improvements. Amount: 59,896. Description: special programs. Amount: 14,180. Description: teacher & site support. Amount: 116,909. Total to form 990-ez, line 16: 192,124.”

Raw XML Appendix232 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/PhoneNum08056811284
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SANTA BARBARA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd093111
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0PAM POWERS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JACKIE HALL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JENNIFER JEFFREY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3KIRSTEN BAILLIE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4BLAIR NARETTO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5CARRIE SCOTT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6SAMANTHA LOCKETT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7JESSICA AJAO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8GENEVIEVE FANTE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9LINDA KHACHECK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10DANA WONG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1EXECUTIVE VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VP SEASONAL FUNDRAISING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VP YEARLONG FUNDRAISING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4VP COMMUNITY OUTREACH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7HISTORIAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8AUDITOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9PARLIAMENTARIAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10VP CARNIVAL
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt0192124
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0ELEMENTARY SCHOOL SUPPORT
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0ELEMENTARY SCHOOL SUPPORT
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0175208
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SpecialEventsDirectExpensesAmt07487
IRS990EZ/SpecialEventsNetIncomeLossAmt095525
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
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IRS990EZ/TanningServicesProvidedInd00
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IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt0192741
IRS990EZ/TotalProgramServiceExpensesAmt0175208
IRS990EZ/TotalRevenueAmt096478
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0WWW.MTNVIEW.GOLETA.K12.CA.US/PTA/
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0701
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0894
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0658
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0790
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt01230
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IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt035
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0122529
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0544330
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IRS990ScheduleA/InvestmentIncomePYPct00.00030
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99930
IRS990ScheduleA/PublicSupportPY509Pct00.99970
IRS990ScheduleA/PublicSupportTotal509Amt0548603
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0103940
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IRS990ScheduleA/Total509Grp/TotalAmt0548603
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IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0548997
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt07487
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0MOVE-A-THON
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0PARTY BOOK
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt025700
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt016738
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt060574
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt025700
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt016738
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IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt03292
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt07487
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt01533
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt02662
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt06
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST. AMOUNT: 252.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: GENERAL OPERATING EXPENSES. AMOUNT: 717. DESCRIPTION: INSURANCE. AMOUNT: 422. DESCRIPTION: SMALL SCALE SITE IMPROVEMENTS. AMOUNT: 59,896. DESCRIPTION: SPECIAL PROGRAMS. AMOUNT: 14,180. DESCRIPTION: TEACHER & SITE SUPPORT. AMOUNT: 116,909. TOTAL TO FORM 990-EZ, LINE 16: 192,124.
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/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0CARRIE SCOTT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08056811284
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-10-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MOUNTAIN VIEW SCHOOL PTA
ReturnHeader/Filer/BusinessNameControlTxt0MOUN
ReturnHeader/Filer/EIN0956208448
ReturnHeader/Filer/PhoneNum08056811284
ReturnHeader/Filer/USAddress/AddressLine1Txt05465 QUEEN ANN LANE
ReturnHeader/Filer/USAddress/CityNm0SANTA BARBARA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd0931111028
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0922025724
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GOODLAND CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0735 STATE ST STE 512
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SANTA BARBARA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd093101
ReturnHeader/PreparerPersonGrp/PhoneNum08056995255
ReturnHeader/PreparerPersonGrp/PreparationDt02024-10-22
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0FABIO DE OLIVEIRA
ReturnHeader/ReturnTs02024-10-22T21:21:17-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$109,818
Liabilities
$0
Net assets
$109,818
Revenue
$96,478
Expenses
$192,741
Net income
-$96,263
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