Civic Intelligence

Ocean Beach Elementary PTA

990EZ • Fiscal year 2015 • EIN 03-0462303

Jul 01, 2014 to Jun 30, 2015 • Filed on Feb 15, 2016

4741 Santa Monica AvenueSan Diego, CA 92107

(619) 721-0387

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

Higher debt load relative to assets than 55% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

59th percentile

0.01x

Higher debt load relative to revenue than 59% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Net Margin

10th percentile

-35%

Higher net margin than 10% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2015

Asset Growth

29th percentile

-9.4%

Faster asset growth than 29% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

45th percentile

-1.4%

Faster revenue growth than 45% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Assets

Down

$27,783

Down $2,890 (-9.4%) from 2014

Net Assets

$27,734

No earlier filing loaded for comparison.

Liabilities

Up

$49

Up $49 from 2014

Revenue

Down

$8,306

Down $122 (-1.4%) from 2014

Expenses

Down

$11,245

Down $8,957 (-44%) from 2014

Net Income

Up

-$2,939

Up $8,835 (+75%) from 2014

Historical Trend

Balance Sheet Trend

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

$200K$150K$100K$50K$0Assets 2011: $22,129Liabilities 2011: $0Net Assets 2011: $22,1292011Assets 2012: $25,221Liabilities 2012: $0Net Assets 2012: $25,2212012Assets 2013: $42,447Liabilities 2013: $02013Assets 2014: $30,673Liabilities 2014: $02014Assets 2015: $27,783Liabilities 2015: $49Net Assets 2015: $27,7342015Assets 2016: $19,388Liabilities 2016: $0Net Assets 2016: $19,3882016Assets 2017: $29,552Liabilities 2017: $0Net Assets 2017: $29,5522017Assets 2018: $44,983Liabilities 2018: $0Net Assets 2018: $44,9832018Assets 2019: $64,905Liabilities 2019: $0Net Assets 2019: $64,9052019Assets 2020: $85,260Liabilities 2020: $0Net Assets 2020: $85,2602020Assets 2021: $81,587Liabilities 2021: $0Net Assets 2021: $81,5872021Assets 2023: $169,278Liabilities 2023: $0Net Assets 2023: $169,2782023Assets 2024: $150,219Liabilities 2024: $7,194Net Assets 2024: $143,0252024Assets 2025: $111,372Net Assets 2025: $111,3722025

Highlighted filing

2015

Assets$27,783
Liabilities$49
Net Assets$27,734

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2011: $78,315Expenses 2011: $71,552Net Income 2011: $6,7632011Revenue 2012: $65,860Expenses 2012: $62,768Net Income 2012: $3,0922012Revenue 2013: $39,224Expenses 2013: $21,998Net Income 2013: $17,2262013Revenue 2014: $8,428Expenses 2014: $20,202Net Income 2014: -$11,7742014Revenue 2015: $8,306Expenses 2015: $11,245Net Income 2015: -$2,9392015Revenue 2016: $18,344Expenses 2016: $26,690Net Income 2016: -$8,3462016Revenue 2017: $22,610Expenses 2017: $12,446Net Income 2017: $10,1642017Revenue 2018: $40,125Expenses 2018: $24,694Net Income 2018: $15,4312018Revenue 2019: $34,996Expenses 2019: $15,074Net Income 2019: $19,9222019Revenue 2020: $34,949Expenses 2020: $14,594Net Income 2020: $20,3552020Revenue 2021: $7,328Expenses 2021: $11,001Net Income 2021: -$3,6732021Revenue 2023: $149,410Expenses 2023: $65,839Net Income 2023: $83,5712023Revenue 2024: $95,075Expenses 2024: $121,328Net Income 2024: -$26,2532024Revenue 2025: $103,135Expenses 2025: $134,788Net Income 2025: -$31,6532025

Highlighted filing

2015

Revenue$8,306
Expenses$11,245
Net Income-$2,939
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Feb 15, 2016
Return Version
2014v6.0
Gross Receipts
$39,097
Mission and Program Overview

Mission

The ocean beach elementary pta has five purposes1. To promote the welfare of children and youth in home, school, community and place of worship2. To raise the standards of home life3. To secure adequate laws for the care and protection of children and youth4. To bring into closer relation the home and the school, that parents and teachers may cooperate intelligently in the education of children and youth5. To develop between educators and the general public such united efforts as will secure for all children and youth the highest advantages in physical, mental, social and spiritual education

Program Services

DescriptionGrantsExpenses
SPECIAL EVENTS$6,824-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
BILL KURZEJAPresident-$0--
DEIERDRE SLAUGHTERSecretary-$0--
PARIS BARROWCLOUGHTreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Special Events$19,263$19,263$30,791$-11,528
Total Events$19,263$19,263$30,791$-11,528
Filing and Contact Details

Filer

Filer Name
Ocean Beach Elementary Pta
EIN
03-0462303
Phone
6197210387
Address
4741 SANTA MONICA AVENUE, SAN DIEGO, CA 92107

Signing Officer

Name
Bill Kurzeja
Title
President
Signed
2016-02-15
Discuss with paid preparer
Yes

Preparer

Firm
Duffy Kruspodin & Company Llp
Address
4225 EXECUTIVE SQ STE 900, LA JOLLA, CA 92037
Preparer
Joshua J Bodenstadt CPA
Phone
8586425050
Supplemental Narrative

Additional Explanations

Other Expenses.1002

Office Expenses $336

Other Expenses.1012

Insurance $418

Other Expenses.1

PROGRAM EXPENSES $6824

Other Expenses.2

Equipment and supplies $2606

Other Expenses.4

BANK CHARGES & FEES $47

Total Liabilities.1001

Accounts Payable and Accrued Expenses - Beginning $0 Accounts Payable and Accrued Expenses - Ending $49

Raw XML Appendix172 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/ExplanationTxt0Office Expenses $336
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Insurance $418
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PROGRAM EXPENSES $6824
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3EQUIPMENT AND SUPPLIES $2606
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4BANK CHARGES & FEES $47
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ReturnHeader/BuildTS02016-08-17 19:52:53Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0BILL KURZEJA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-02-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0OCEAN BEACH ELEMENTARY PTA
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ReturnHeader/Filer/EIN0030462303
ReturnHeader/Filer/PhoneNum06197210387
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04225 EXECUTIVE SQ STE 900
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
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ReturnHeader/PreparerPersonGrp/PhoneNum08586425050
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Joshua J Bodenstadt CPA
ReturnHeader/ReturnTs02016-02-15T10:06:36-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.11$1.11$1.03$1.35$0.32
2024Detailed filing. Detailed filing data is available for this year.$1.50$0.07$1.43$0.95$1.21$0.26
2023Detailed filing. Detailed filing data is available for this year.$1.69$0.00$1.69$1.49$0.66$0.84
2021Detailed filing. Detailed filing data is available for this year.$0.82$0.00$0.82$0.07$0.11$0.04
2020Detailed filing. Detailed filing data is available for this year.$0.85$0.00$0.85$0.35$0.15$0.20
2019Detailed filing. Detailed filing data is available for this year.$0.65$0.00$0.65$0.35$0.15$0.20
2018Detailed filing. Detailed filing data is available for this year.$0.45$0.00$0.45$0.40$0.25$0.15
2017Detailed filing. Detailed filing data is available for this year.$0.30$0.00$0.30$0.23$0.12$0.10
2016Detailed filing. Detailed filing data is available for this year.$0.19$0.00$0.19$0.18$0.27$0.08
2015Detailed filing. Detailed filing data is available for this year.$0.28$0.00$0.28$0.08$0.11$0.03
2014Summary only. Only limited summary data is available for this year.$0.31$0.00$0.08$0.20$0.12
2013Summary only. Only limited summary data is available for this year.$0.42$0.00$0.39$0.22$0.17
2012Summary only. Only limited summary data is available for this year.$0.25$0.00$0.25$0.66$0.63$0.03
2011Summary only. Only limited summary data is available for this year.$0.22$0.00$0.22$0.78$0.72$0.07