Civic Intelligence

Ocean Beach Elementary PTA

990EZ • Fiscal year 2024 • EIN 03-0462303

Jul 01, 2023 to Jun 30, 2024 • Filed on Oct 10, 2024

4741 Santa Monica AvenueSan Diego, CA 92107

(630) 639-1873

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Down

$150,219

Down $19,059 (-11%) from 2023

Net Assets

Down

$143,025

Down $26,253 (-16%) from 2023

Liabilities

Up

$7,194

Up $7,194 from 2023

Revenue And Expenses

Revenue

Down

$95,075

Down $54,335 (-36%) from 2023

Expenses

Up

$121,328

Up $55,489 (+84%) from 2023

Net Income

Down

-$26,253

Down $109,824 (-131%) from 2023

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

2024

Assets$150,219
Liabilities$7,194
Net Assets$143,025

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

2024

Revenue$95,075
Expenses$121,328
Net Income-$26,253
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Oct 10, 2024
Return Version
2023v5.1
Gross Receipts
$98,677
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

1.to promote the welfare of children and youth in home, school community and place of worship 2. To raise the standards of home life 3. To secure adequate laws for the care and protection of children and youth 4. To bring into closer relation the home and the school, that parents and teachers may cooperate intelligently in the education of children and youth and youth.

Program Services

DescriptionGrantsExpenses
SPECIAL EVENTS$0$2,655
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Stephanie TrimisPresidentPT$0--
Rachel HawkVice President-$0--
Jessica HurleySecretary-$0--
Kate BelmontTreasurerPT$0--
Nick TrimisParliamentarian-$0--
Ellen Chang-WeidingMemberships-$0--
Stefanie GravesCommunications-$0--
Marco DrapeauPrincipal-$0--
Molly StewartTeacher Liaison-$0--
Socorro RoblesOffice Liaison-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Jog-a-thon$44,897$44,897$1,680$43,217
Fall Festival$8,084$8,084-$8,084
Total Events$52,981$52,981$1,680$51,301
Filing and Contact Details

Filer

Filer Name
Ocean Beach Elementary Pta
EIN
03-0462303
Phone
6306391873
Address
4741 SANTA MONICA AVENUE, San Diego, CA 92107

Signing Officer

Name
Stephanie Trimis
Title
President
Phone
6306391873
Signed
2024-10-10
Discuss with paid preparer
Yes

Preparer

Firm
Chrisopoulos CPA Inc
Address
4411 Morena Blvd Ste 230, San Diego, CA 92117
Preparer
Carol Chrisopoulos
Phone
8584522225
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 16

4th Grade Experience 4591.

Form 990EZ, Part I, Line 16

4th Grade Promotion 350.

Form 990EZ, Part I, Line 16

Accounting 1350.

Form 990EZ, Part I, Line 16

AEP Program 2000.

Form 990EZ, Part I, Line 16

Art Night Expenses 0.

Form 990EZ, Part I, Line 16

Bank Charges 237.

Form 990EZ, Part I, Line 16

Busses 0.

Form 990EZ, Part I, Line 16

Campus Beautification 26500.

Form 990EZ, Part I, Line 16

Communication Folders 972.

Form 990EZ, Part I, Line 16

Community Event 5333.

Form 990EZ, Part I, Line 16

Conference Fees 225.

Form 990EZ, Part I, Line 16

Copier Paper 0.

Form 990EZ, Part I, Line 16

Custodial Expenses 0.

Form 990EZ, Part I, Line 16

Field Day 0.

Form 990EZ, Part I, Line 16

Field Trip 6555.

Form 990EZ, Part I, Line 16

Friday Coffee 0.

Form 990EZ, Part I, Line 16

Friday Pops 0.

Form 990EZ, Part I, Line 16

Guitars in the Classroom 12640.

Form 990EZ, Part I, Line 16

Hospitality 0.

Form 990EZ, Part I, Line 16

Insurance 25.

Form 990EZ, Part I, Line 16

Leader in Me Family Workshop 243.

Form 990EZ, Part I, Line 16

Library 0.

Form 990EZ, Part I, Line 16

Logowear 7313.

Form 990EZ, Part I, Line 16

Membership Due 0.

Form 990EZ, Part I, Line 16

Merch Bankcard 0.

Form 990EZ, Part I, Line 16

Miscellaneous 0.

Form 990EZ, Part I, Line 16

Motor Lab Sensory Items 500.

Form 990EZ, Part I, Line 16

Nurse 0.

Form 990EZ, Part I, Line 16

Office Supplies 3.

Form 990EZ, Part I, Line 16

Pay Simple 0.

Form 990EZ, Part I, Line 16

Permit 0.

Form 990EZ, Part I, Line 16

Playground Equipment 2500.

Form 990EZ, Part I, Line 16

Portable Audio Equipment 1342.

Form 990EZ, Part I, Line 16

Prior Year Scholastic Book Fair 1941.

Form 990EZ, Part I, Line 16

Prior-Year (2022-2023) Teacher Reimbursements 1173.

Form 990EZ, Part I, Line 16

PTA Council Assessment 50.

Form 990EZ, Part I, Line 16

PTA In-Person Meetings 988.

Form 990EZ, Part I, Line 16

Refreshments 0.

Form 990EZ, Part I, Line 16

Running Club 1740.

Form 990EZ, Part I, Line 16

Scholastic Book Fair 0.

Form 990EZ, Part I, Line 16

School Assemblies 1238.

Form 990EZ, Part I, Line 16

Science Enrichment 8065.

Form 990EZ, Part I, Line 16

Software - Administrative 1886.

Form 990EZ, Part I, Line 16

Software - Educational 355.

Form 990EZ, Part I, Line 16

Staff Welcome Back Breakfast 222.

Form 990EZ, Part I, Line 16

Starfall Membership 0.

Form 990EZ, Part I, Line 16

STEM Bins 0.

Form 990EZ, Part I, Line 16

Sub for Swim Lessons 0.

Form 990EZ, Part I, Line 16

Teacher and Staff Appreciation Week 1481.

Form 990EZ, Part I, Line 16

Teacher Reimbrsement 24669.

Form 990EZ, Part I, Line 16

Teacher/Staff Action Teams 2599.

Form 990EZ, Part I, Line 16

Teacher/Staff Logowear 1243.

Form 990EZ, Part I, Line 16

UTK Developmental Play Items 999.

Form 990EZ, Part I, Line 16

Workroom Facelift 0.

Form 990EZ, Part II, Line 26

Uncleared Checks 0. 7194.

Raw XML Appendix311 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/OfficerDirectorTrusteeEmplGrp/PersonNm9Socorro Robles
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Parliamentarian
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Memberships
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Communications
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Principal
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Teacher Liaison
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IRS990EZ/PrimaryExemptPurposeTxt01.TO PROMOTE THE WELFARE OF CHILDREN AND YOUTH IN HOME, SCHOOL COMMUNITY AND PLACE OF WORSHIP 2. TO RAISE THE STANDARDS OF HOME LIFE 3. TO SECURE ADEQUATE LAWS FOR THE CARE AND PROTECTION OF CHILDREN AND YOUTH 4. TO BRING INTO CLOSER RELATION THE HOME AND THE SCHOOL, THAT PARENTS AND TEACHERS MAY COOPERATE INTELLIGENTLY IN THE EDUCATION OF CHILDREN AND YOUTH AND YOUTH.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt04th Grade Experience 4591.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14th Grade Promotion 350.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Accounting 1350.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3AEP Program 2000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Art Night Expenses 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Bank Charges 237.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Busses 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Campus Beautification 26500.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Communication Folders 972.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Community Event 5333.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Conference Fees 225.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Copier Paper 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Custodial Expenses 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Field Day 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14Field Trip 6555.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15Friday Coffee 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16Friday Pops 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17Guitars in the Classroom 12640.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt18Hospitality 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt19Insurance 25.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt20Leader in Me Family Workshop 243.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt21Library 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt22Logowear 7313.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt23Membership Due 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt24Merch Bankcard 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt25Miscellaneous 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt26Motor Lab Sensory Items 500.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt27Nurse 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt28Office Supplies 3.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt29Pay Simple 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt30Permit 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt31Playground Equipment 2500.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt32Portable Audio Equipment 1342.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt33Prior Year Scholastic Book Fair 1941.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt34Prior-Year (2022-2023) Teacher Reimbursements 1173.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt35PTA Council Assessment 50.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt36PTA In-Person Meetings 988.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt37Refreshments 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt38Running Club 1740.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt39Scholastic Book Fair 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt40School Assemblies 1238.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt41Science Enrichment 8065.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt42Software - Administrative 1886.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt43Software - Educational 355.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt44Staff Welcome Back Breakfast 222.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt45Starfall Membership 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt46STEM Bins 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt47Sub for Swim Lessons 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt48Teacher and Staff Appreciation Week 1481.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt49Teacher Reimbrsement 24669.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt50Teacher/Staff Action Teams 2599.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt51Teacher/Staff Logowear 1243.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt52UTK Developmental Play Items 999.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt53Workroom Facelift 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt54Uncleared Checks 0. 7194.
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc52Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc53Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc54Form 990EZ, Part II, Line 26
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Stephanie Trimis
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum06306391873
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-10-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0OCEAN BEACH ELEMENTARY PTA
ReturnHeader/Filer/BusinessNameControlTxt0OCEA
ReturnHeader/Filer/EIN0030462303
ReturnHeader/Filer/PhoneNum06306391873
ReturnHeader/Filer/USAddress/AddressLine1Txt04741 SANTA MONICA AVENUE
ReturnHeader/Filer/USAddress/CityNm0San Diego
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092107
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0474508551
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Chrisopoulos CPA Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04411 Morena Blvd Ste 230
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0San Diego
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092117
ReturnHeader/PreparerPersonGrp/PhoneNum08584522225
ReturnHeader/PreparerPersonGrp/PreparationDt02024-10-23
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Carol Chrisopoulos
ReturnHeader/ReturnTs02024-10-23T14:17:45-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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