Civic Intelligence

Ocean Beach Elementary PTA

990EZ • Fiscal year 2017 • EIN 03-0462303

Jul 01, 2016 to Jun 30, 2017 • Filed on Oct 16, 2017

Organization ProfileN/A
4741 Santa Monica AvenueSan Diego, CA 92107

(619) 223-1631

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2017

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2017

Net Margin

90th percentile

45%

Higher net margin than 90% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2017

Asset Growth

85th percentile

52%

Faster asset growth than 85% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

75th percentile

23%

Faster revenue growth than 75% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$29,552

Up $10,164 (+52%) from 2016

Net Assets

Up

$29,552

Up $10,164 (+52%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin90th percentile

Revenue

Up

$22,610

Up $4,266 (+23%) from 2016

Expenses

Down

$12,446

Down $14,244 (-53%) from 2016

Net Income

Up

$10,164

Up $18,510 (+222%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth85th percentile

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

2017

Assets$29,552
Liabilities$0
Net Assets$29,552
Open 2017 Filing

Operations Trend

Revenue Growth75th percentile

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

2017

Revenue$22,610
Expenses$12,446
Net Income$10,164
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Oct 16, 2017
Return Version
2016v3.0
Gross Receipts
$66,194
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$9,212-
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
ANDREA VASQUEZ-VILLALOBOSPresident-$0--
LEEANNA CARCIONESecretary-$0--
JODY MADIGANTreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Special Events$28,147$28,147$43,584$-15,437
Total Events$28,147$28,147$43,584$-15,437
Filing and Contact Details

Filer

Filer Name
Ocean Beach Elementary Pta
EIN
03-0462303
Phone
6192231631
Address
4741 SANTA MONICA AVENUE, SAN DIEGO, CA 92107

Signing Officer

Name
Andrea Vasquez-villalobos
Title
President
Signed
2017-10-16
Discuss with paid preparer
Yes

Preparer

Firm
Duffy Kruspodin 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 $25”

Other Expenses.1012

“Insurance $221”

Other Expenses.1

“PROGRAM EXPENSES $9212”

Other Expenses.2

“Equipment and supplies $2092”

Other Expenses.3

“BANK CHARGES & FEES $46”

Raw XML Appendix167 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/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt011596
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0THE 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
IRS990EZ/ProgramServiceRevenueAmt035932
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SPECIAL EVENTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt09212
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt043584
IRS990EZ/SpecialEventsNetIncomeLossAmt0-15437
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt012446
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IRS990EZ/TotalRevenueAmt022610
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt02115
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt01510
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt01835
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt09667
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt02
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt064079
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt057546
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt036828
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt039799
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt067860
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0266112
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
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IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
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IRS990ScheduleA/PublicSupportTotal509Amt0275779
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt028147
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IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt043584
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $25
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Insurance $221
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PROGRAM EXPENSES $9212
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3EQUIPMENT AND SUPPLIES $2092
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4BANK CHARGES & FEES $46
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.3
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ANDREA VASQUEZ-VILLALOBOS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-10-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0OCEAN BEACH ELEMENTARY PTA
ReturnHeader/Filer/BusinessNameControlTxt0OCEA
ReturnHeader/Filer/EIN0030462303
ReturnHeader/Filer/PhoneNum06192231631
ReturnHeader/Filer/USAddress/AddressLine1Txt04741 SANTA MONICA AVENUE
ReturnHeader/Filer/USAddress/CityNm0SAN DIEGO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092107
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DUFFY KRUSPODIN LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04225 EXECUTIVE SQ STE 900
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LA JOLLA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092037
ReturnHeader/PreparerPersonGrp/PhoneNum08586425050
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Joshua J Bodenstadt CPA
ReturnHeader/ReturnTs02017-10-16T09:25:17-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$29,552
Liabilities
$0
Net assets
$29,552
Revenue
$22,610
Expenses
$12,446
Net income
$10,164
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