Civic Intelligence

Ocean Beach Elementary PTA

990EZ • Fiscal year 2025 • EIN 03-0462303

Jul 01, 2024 to Jun 30, 2025 • Filed on Jan 26, 2026

Organization ProfileWWW.OBEPTA.ORG
4741 Santa Monica AveSan Diego, CA 92107

(858) 988-2300

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 2025

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2025

Net Margin

13th percentile

-31%

Higher net margin than 13% of similar nonprofits.

2025 filings • 501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

88th percentile

$0

Higher top officer pay than 88% of similar nonprofits.

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

2025 filings • 501(c)3 • <$500k nonprofits • Source year 2025

Asset Growth

15th percentile

-26%

Faster asset growth than 15% of similar nonprofits.

2025 filings • 501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

61st percentile

8.5%

Faster revenue growth than 61% of similar nonprofits.

2025 filings • 501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$111,372

Down $38,847 (-26%) from 2024

Net Assets

Down

$111,372

Down $31,653 (-22%) from 2024

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin13th percentile

Revenue

Up

$103,135

Up $8,060 (+8.5%) from 2024

Expenses

Up

$134,788

Up $13,460 (+11%) from 2024

Net Income

Down

-$31,653

Down $5,400 (-21%) from 2024

Historical Trend

Balance Sheet Trend

Asset Growth15th 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

2025

Assets$111,372
Liabilities-
Net Assets$111,372
Open 2025 Filing

Operations Trend

Revenue Growth61st 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

2025

Revenue$103,135
Expenses$134,788
Net Income-$31,653
Open 2025 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Jan 26, 2026
Return Version
2024v5.0
Gross Receipts
$162,874
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

Our mission is to positively impact the lives of all children and families.

Program Services

DescriptionGrantsExpenses
TO ENRICH THE LEARNING OF STUDENTS-$96,333
TO PROMOTE THE WELFARE OF THE STUDENTS-$25,144
TO SUPPORT THE STAFF AND INCREASE HOME/COMMUNITY INVOLVEMENT-$8,762
Compensation and Service Providers
Top Officer Pay88th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
STEPHANIE TRIMISPresidentPT$0--
CHRISTIANA MARCHESEExec Vice Pr-$0--
JESSICA HURLEYSecretary-$0--
KATE BELMONTTreasurerPT$0--
STEFANIE GRAVESVP Of Commun-$0--
NINETTE KINKEADVP Of Member-$0--
ALBERT GALURAVP Of Volunt-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Jog-a-thon$64,218$64,218$11,113$53,105
Skate for the K$29,149$16,149$5,448$10,701
Total Events$133,382$120,382$59,739$60,643
Filing and Contact Details

Filer

Filer Name
Ocean Beach Elementary Pta
EIN
03-0462303
Phone
8589882300
Address
4741 SANTA MONICA AVE, SAN DIEGO, CA 92107

Signing Officer

Name
Stephanie Trimis
Title
President
Phone
8589882300
Signed
2026-01-26

Preparer

Firm
Carlsbad Certified Public Accountants
Address
5741 PALMER WAY SUITE A, CARLSBAD, CA 92010-7248
Preparer
Joanne Goddard-hackett
Phone
7604389500
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses office 90 software 1,935 conference 150 pta meetings 1,890 insurance 288 filing fees 50 bank charges 126 family events 554 fundraising exp 322 membership expenses 209 awards and recognition 1,962 communication folders 625 hospitality 512 staff appreciation 2,640 4th grade experience 5,981 vapa supplement 5,500 field trip busses 7,392 music programs 27,465 school assemblies 260 science enrichment 8,193 spanish language program 19,256 garden program 1,362 school improvements 16,831 community events 1,133 leadership program 217 running club 951 curriculum support 22,069 donated food consumed 6,000 total 133,963”

Raw XML Appendix179 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/PersonNm0STEPHANIE TRIMIS
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5NINETTE KINKEAD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6ALBERT GALURA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1EXEC VICE PR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4VP OF COMMUN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5VP OF MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6VP OF VOLUNT
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt0133963
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0OUR MISSION IS TO POSITIVELY IMPACT THE LIVES OF ALL CHILDREN AND FAMILIES.
IRS990EZ/ProgramServiceRevenueAmt06175
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO ENRICH THE LEARNING OF STUDENTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1TO PROMOTE THE WELFARE OF THE STUDENTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2TO SUPPORT THE STAFF AND INCREASE HOME/COMMUNITY INVOLVEMENT
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt096333
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt125144
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt28762
IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
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IRS990EZ/TotalExpensesAmt0134788
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IRS990EZ/TotalRevenueAmt0103135
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IRS990EZ/WebsiteAddressTxt0WWW.OBEPTA.ORG
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt036317
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt021157
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt02790
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt098469
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt03852
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt046813
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0490780
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IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
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IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt013000
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IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0SKATE FOR THE K
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt029149
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt040015
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IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt05448
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt03
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES OFFICE 90 SOFTWARE 1,935 CONFERENCE 150 PTA MEETINGS 1,890 INSURANCE 288 FILING FEES 50 BANK CHARGES 126 FAMILY EVENTS 554 FUNDRAISING EXP 322 MEMBERSHIP EXPENSES 209 AWARDS AND RECOGNITION 1,962 COMMUNICATION FOLDERS 625 HOSPITALITY 512 STAFF APPRECIATION 2,640 4TH GRADE EXPERIENCE 5,981 VAPA SUPPLEMENT 5,500 FIELD TRIP BUSSES 7,392 MUSIC PROGRAMS 27,465 SCHOOL ASSEMBLIES 260 SCIENCE ENRICHMENT 8,193 SPANISH LANGUAGE PROGRAM 19,256 GARDEN PROGRAM 1,362 SCHOOL IMPROVEMENTS 16,831 COMMUNITY EVENTS 1,133 LEADERSHIP PROGRAM 217 RUNNING CLUB 951 CURRICULUM SUPPORT 22,069 DONATED FOOD CONSUMED 6,000 TOTAL 133,963
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0STEPHANIE TRIMIS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08589882300
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-01-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0OCEAN BEACH ELEMENTARY PTA
ReturnHeader/Filer/BusinessNameControlTxt0OCEA
ReturnHeader/Filer/EIN0030462303
ReturnHeader/Filer/PhoneNum08589882300
ReturnHeader/Filer/USAddress/AddressLine1Txt04741 SANTA MONICA AVE
ReturnHeader/Filer/USAddress/CityNm0SAN DIEGO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092107
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0261081736
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CARLSBAD CERTIFIED PUBLIC ACCOUNTANTS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05741 PALMER WAY SUITE A
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CARLSBAD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0920107248
ReturnHeader/PreparerPersonGrp/PhoneNum07604389500
ReturnHeader/PreparerPersonGrp/PreparationDt02026-01-24
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOANNE GODDARD-HACKETT
ReturnHeader/ReturnTs02026-02-13T15:54:02-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$111,372
Liabilities
-
Net assets
$111,372
Revenue
$103,135
Expenses
$134,788
Net income
-$31,653
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