Civic Intelligence

Ocean Beach Elementary PTA

990EZ • Fiscal year 2019 • EIN 03-0462303

Jul 01, 2018 to Jun 30, 2019 • Filed on Jan 11, 2020

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 2019

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2019

Net Margin

93rd percentile

57%

Higher net margin than 93% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

83rd percentile

44%

Faster asset growth than 83% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

30th percentile

-13%

Faster revenue growth than 30% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$64,905

Up $19,922 (+44%) from 2018

Net Assets

Up

$64,905

Up $19,922 (+44%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin93rd percentile

Revenue

Down

$34,996

Down $5,129 (-13%) from 2018

Expenses

Down

$15,074

Down $9,620 (-39%) from 2018

Net Income

Up

$19,922

Up $4,491 (+29%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth83rd 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

2019

Assets$64,905
Liabilities$0
Net Assets$64,905
Open 2019 Filing

Operations Trend

Revenue Growth30th 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

2019

Revenue$34,996
Expenses$15,074
Net Income$19,922
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Jan 11, 2020
Return Version
2018v3.1
Gross Receipts
$112,284
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$13,914-
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JESSICA FERNANDEZPresident-$0--
ASHLEY LEWISExecutive VP-$0--
MELISSA FREELINGSecretary-$0--
KRISTIAN GREENTreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Special Events$49,032$49,032$77,268$-28,236
Total Events$49,032$49,032$77,288$-28,256
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
Jessica Fernandez
Title
President
Signed
2020-01-11
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.1012

“Insurance $285”

Other Expenses.1

“PROGRAM EXPENSES $13914”

Other Expenses.2

“OUTSIDE SERVICES $25”

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/BooksInCareOfDetail/USAddress/CityNm0SAN DIEGO
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MELISSA FREELING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3KRISTIAN GREEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1EXECUTIVE VP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt014224
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/ProgramServiceRevenueAmt060557
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SPECIAL EVENTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt013914
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt077288
IRS990EZ/SpecialEventsNetIncomeLossAmt0-28256
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt015074
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IRS990EZ/TotalRevenueAmt034996
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt02695
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt02554
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt02115
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt01940
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt02267
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt011571
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt02
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0109588
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt064079
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt036828
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IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
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IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
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IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0394090
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt049032
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt049032
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IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt020
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt020
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt077268
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt077268
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Insurance $285
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PROGRAM EXPENSES $13914
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2OUTSIDE SERVICES $25
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.2
ReturnHeader/BuildTS02020-09-23 17:36:50Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JESSICA FERNANDEZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-01-11
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/PreparerFirmEIN0954244393
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/ReturnTs02020-01-11T12:30:40-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$64,905
Liabilities
$0
Net assets
$64,905
Revenue
$34,996
Expenses
$15,074
Net income
$19,922
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