Civic Intelligence

PTA California Congress Ladera Ranch Elementary School PTA

990 • Fiscal year 2018 • EIN 16-1665335

Jul 01, 2017 to Jun 30, 2018 • Filed on Nov 09, 2018

Organization Profilewww.lrespta.com
29551 Sienna PkwyLadera Ranch, CA 92694

(949) 234-5915

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

56th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

21st percentile

-13%

Higher net margin than 21% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

19th percentile

-23%

Faster asset growth than 19% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

56th percentile

4.6%

Faster revenue growth than 56% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$106,078

Down $31,009 (-23%) from 2017

Net Assets

Down

$106,078

Down $31,009 (-23%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin21st percentile

Revenue

Up

$176,575

Up $7,794 (+4.6%) from 2017

Expenses

Up

$199,924

Up $39,513 (+25%) from 2017

Net Income

Down

-$23,349

Down $31,719 (-379%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth19th percentile

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

$150K$100K$50K$0Assets 2012: $12,187Liabilities 2012: $02012Assets 2013: $32,879Net Assets 2013: $32,8792013Assets 2014: $66,027Liabilities 2014: $0Net Assets 2014: $66,0272014Assets 2015: $119,397Liabilities 2015: $0Net Assets 2015: $119,3972015Assets 2016: $137,823Liabilities 2016: $0Net Assets 2016: $137,8232016Assets 2017: $137,087Liabilities 2017: $0Net Assets 2017: $137,0872017Assets 2018: $106,078Liabilities 2018: $0Net Assets 2018: $106,0782018Assets 2019: $98,074Liabilities 2019: $0Net Assets 2019: $98,0742019Assets 2020: $121,635Net Assets 2020: $121,6352020Assets 2021: $117,576Net Assets 2021: $117,5762021Assets 2022: $124,335Net Assets 2022: $124,3352022Assets 2023: $89,569Net Assets 2023: $89,5692023Assets 2024: $31,300Liabilities 2024: $0Net Assets 2024: $31,3002024

Highlighted filing

2018

Assets$106,078
Liabilities$0
Net Assets$106,078
Open 2018 Filing

Operations Trend

Revenue Growth56th percentile

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

$300K$200K$100K$0-$100KRevenue 2012: $77,583Expenses 2012: $114,503Net Income 2012: -$36,9202012Revenue 2013: $89,556Expenses 2013: $68,864Net Income 2013: $20,6922013Revenue 2014: $165,326Expenses 2014: $132,178Net Income 2014: $33,1482014Revenue 2015: $166,007Expenses 2015: $112,637Net Income 2015: $53,3702015Revenue 2016: $188,264Expenses 2016: $161,283Net Income 2016: $26,9812016Revenue 2017: $168,781Expenses 2017: $160,411Net Income 2017: $8,3702017Revenue 2018: $176,575Expenses 2018: $199,924Net Income 2018: -$23,3492018Revenue 2019: $116,813Expenses 2019: $124,413Net Income 2019: -$7,6002019Revenue 2020: $103,712Expenses 2020: $73,685Net Income 2020: $30,0272020Revenue 2021: $59,227Expenses 2021: $63,286Net Income 2021: -$4,0592021Revenue 2022: $102,397Expenses 2022: $95,639Net Income 2022: $6,7582022Revenue 2023: $119,117Expenses 2023: $148,342Net Income 2023: -$29,2252023Revenue 2024: $143,051Expenses 2024: $201,622Net Income 2024: -$58,5712024

Highlighted filing

2018

Revenue$176,575
Expenses$199,924
Net Income-$23,349
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Nov 9, 2018
Return Version
2017v2.3
Gross Receipts
$232,507
Mission and Program Overview

Mission

Information, advocacy and educational support

Support of students, families, teachers and staff of Ladera Ranch E. S. through information, and educational enrichment.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$137,087$106,078▼ $31,009
Rtn Earn Endowment Incm Other Fnds$137,087$106,078▼ $31,009
Total Assets$137,087$106,078▼ $31,009
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$137,087$106,078▼ $31,009
Total Liabilities and Net Assets / Fund Balance$137,087$106,078▼ $31,009
Compensation and Service Providers
Top Officer Pay76th percentile

Board Members and Trustees

NameTitle
Sarah ParsonsPresident
Marissa IppolitoAuditor
Kirsten PradosCorresponding Secy
Theresa ProutyExecutive V. P.
Allison ColinFinancia Secretary
Laurie SkibbaHistorian
Melanie GravdalParliamentarian
Kerry ErlandRecording Secretary
Michelle HellerTreasurer
Stephanie SteinVP Arts
Nicole KrogulskiVP Communicatins
Kim DiazVP Programs
Maria DavisVP School Pride
Laura WarhurstVP Student Enrichment
Jen DoyleVP Ways and Means
Kori KintschWays Means Standing Comm
Revenue and Support

Revenue Composition

Contributions and Grants
$15,325
Program Service Revenue
$46,974
Investment Income
$0
Other Revenue
$114,276
All Other Contributions
$11,892
Change in Net Assets
$-23,349
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$165,751
Other Expenses$34,173
Total Fundraising Expense$180
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$165,751--$165,751
Office Expenses-$2,671-$2,671
All Other Expenses-$608$180$788
Conferences and Meetings-$531-$531
Fees for Services Accounting-$500-$500
Other Expenses$299--$299
Insurance-$228-$228
Total Functional Expenses$195,206$4,538$180$199,924
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Ladera Ranch E S CUSDLadera Ranch, CA501c3Education$165,751
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$142,733
Fundraising Direct Expenses$32,775
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fall Fun Run$103,312$103,312$6,118$97,194
Spring Fundraiser$20,041$20,041$1,908$18,133
Total Events$142,733$142,733$32,775$109,958
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11A

“The governing body of the organization will be able to review the form 990 at their next regular meeting.”

Form 990, Part VI, Section C, Line 19

“The governing body of the organization makes the governing documents and financial statements available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
PTA California Congress Ladera Ranch Elem School PTA
EIN
16-1665335
Phone
9492345915
Address
29551 Sienna Pkwy, Ladera Ranch, CA 92694

Signing Officer

Name
Kerry Erland
Title
Treasurer 201819
Phone
9492345915
Signed
2018-11-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kerry Erland
Formed
2003
Legal Domicile
CA
Voting Board Members
16
Independent Board Members
16
Employees
0
Volunteers
100

Preparer

Preparer
Elizabeth A Weber CPA
Phone
9492909333
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 4D

“Program Service Expenses 2,728, Grants and allocations 0, Revenue 0 Family Programs”

Form 990, Part III, Line 4D

“Program Service Expenses 165,751, Grants and allocations 0, Revenue 0 Educational Enrichment and Technology Programs and Funding paid to Laderal Ranch Elementary School or Capistrano Unified School District.”

Form 990, Part XI, Line 9

“Subraction of non-cash item donations. Needed to balance. -7771”

Form 990, Part IX, Line 24E

“Fundraising Expense 180. Other PTA Administrative Expense 608”

Raw XML AppendixShowing 400 of 475 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.

Path#Value
IRS990/AccountantCompileOrReviewInd0false
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0Support of students, families, teachers and staff of Ladera Ranch E. S. through information, and educational enrichment.
IRS990/AdvertisingGrp/TotalAmt00
IRS990/AllOtherContributionsAmt011892
IRS990/AllOtherExpensesGrp/FundraisingAmt0180
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt0608
IRS990/AllOtherExpensesGrp/TotalAmt0788
IRS990/AnnualDisclosureCoveredPrsnInd0false
IRS990/BackupWthldComplianceInd0true
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/PersonNm0Kerry Erland
IRS990/BooksInCareOfDetail/PhoneNum09492345915
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt029551 Sienna Parkway
IRS990/BooksInCareOfDetail/USAddress/CityNm0Ladera Ranch
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd092694
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt0137087
IRS990/CashNonInterestBearingGrp/EOYAmt0106078
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt00
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt0531
IRS990/ConferencesMeetingsGrp/TotalAmt0531
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CostOfGoodsSoldAmt023157
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt015325
IRS990/CYGrantsAndSimilarPaidAmt0165751
IRS990/CYInvestmentIncomeAmt00
IRS990/CYOtherExpensesAmt034173
IRS990/CYOtherRevenueAmt0114276
IRS990/CYProgramServiceRevenueAmt046974
IRS990/CYRevenuesLessExpensesAmt0-23349
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0199924
IRS990/CYTotalFundraisingExpenseAmt0180
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0176575
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/TotalAmt00
IRS990/Desc0Student Educational programs and enrichment
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0true
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/EscrowAccountInd0false
IRS990/ExpenseAmt09310
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt0500
IRS990/FeesForServicesAccountingGrp/TotalAmt0500
IRS990/FeesForServicesLegalGrp/TotalAmt00
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt00
IRS990/FeesForServicesOtherGrp/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt00
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt0020.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1015.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt2010.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt3010.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt4005.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt5005.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt6005.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt7005.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt8005.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt9005.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt10005.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11010.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt12010.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt13005.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt14005.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt15005.00
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd5X
IRS990/Form990PartVIISectionAGrp/OfficerInd6X
IRS990/Form990PartVIISectionAGrp/OfficerInd7X
IRS990/Form990PartVIISectionAGrp/OfficerInd8X
IRS990/Form990PartVIISectionAGrp/OfficerInd9X
IRS990/Form990PartVIISectionAGrp/OfficerInd10X
IRS990/Form990PartVIISectionAGrp/OfficerInd11X
IRS990/Form990PartVIISectionAGrp/OfficerInd12X
IRS990/Form990PartVIISectionAGrp/OfficerInd13X
IRS990/Form990PartVIISectionAGrp/OfficerInd14X
IRS990/Form990PartVIISectionAGrp/OfficerInd15X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt150
IRS990/Form990PartVIISectionAGrp/PersonNm0Sarah Parsons
IRS990/Form990PartVIISectionAGrp/PersonNm1Theresa Prouty
IRS990/Form990PartVIISectionAGrp/PersonNm2Jen Doyle
IRS990/Form990PartVIISectionAGrp/PersonNm3Kim Diaz
IRS990/Form990PartVIISectionAGrp/PersonNm4Nicole Krogulski
IRS990/Form990PartVIISectionAGrp/PersonNm5Laura Warhurst
IRS990/Form990PartVIISectionAGrp/PersonNm6Stephanie Stein
IRS990/Form990PartVIISectionAGrp/PersonNm7Maria Davis
IRS990/Form990PartVIISectionAGrp/PersonNm8Allison Colin
IRS990/Form990PartVIISectionAGrp/PersonNm9Kerry Erland
IRS990/Form990PartVIISectionAGrp/PersonNm10Laurie Skibba
IRS990/Form990PartVIISectionAGrp/PersonNm11Michelle Heller
IRS990/Form990PartVIISectionAGrp/PersonNm12Kirsten Prados
IRS990/Form990PartVIISectionAGrp/PersonNm13Marissa Ippolito
IRS990/Form990PartVIISectionAGrp/PersonNm14Melanie Gravdal
IRS990/Form990PartVIISectionAGrp/PersonNm15Kori Kintsch
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/TitleTxt0President
IRS990/Form990PartVIISectionAGrp/TitleTxt1Executive V. P.
IRS990/Form990PartVIISectionAGrp/TitleTxt2VP Ways and Means
IRS990/Form990PartVIISectionAGrp/TitleTxt3VP Programs
IRS990/Form990PartVIISectionAGrp/TitleTxt4VP Communicatins
IRS990/Form990PartVIISectionAGrp/TitleTxt5VP Student Enrichment
IRS990/Form990PartVIISectionAGrp/TitleTxt6VP Arts
IRS990/Form990PartVIISectionAGrp/TitleTxt7VP School Pride
IRS990/Form990PartVIISectionAGrp/TitleTxt8Financia Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt9Recording Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt10Historian
IRS990/Form990PartVIISectionAGrp/TitleTxt11Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt12Corresponding Secy
IRS990/Form990PartVIISectionAGrp/TitleTxt13Auditor
IRS990/Form990PartVIISectionAGrp/TitleTxt14Parliamentarian
IRS990/Form990PartVIISectionAGrp/TitleTxt15Ways Means Standing Comm
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr02003
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0true
IRS990/FundraisingDirectExpensesAmt032775
IRS990/FundraisingGrossIncomeAmt0142733
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt016
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0165751
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0165751
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0232507
IRS990/GrossSalesOfInventoryAmt027475
IRS990/GroupExemptionNum00646
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt016
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/ManagementAndGeneralAmt0228
IRS990/InsuranceGrp/TotalAmt0228
IRS990/InterestGrp/TotalAmt00
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestTaxExemptBondsInd0false
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0CA
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembershipDuesAmt03433
IRS990/MembersOrStockholdersInd0true
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0Support of students, families, teachers and staff of Ladera Ranch E. S. through information, and educational enrichment.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0137087
IRS990/NetAssetsOrFundBalancesEOYAmt0106078
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0109958
IRS990/NetIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt04318
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt04318
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NoncashContributionsAmt07771
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt02671
IRS990/OfficeExpensesGrp/TotalAmt02671
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt0-7771
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0Student Programs Educational Enrichment
IRS990/OtherExpensesGrp/Desc1Family Programs
IRS990/OtherExpensesGrp/Desc2Teacher Staff Programs and Supplies
IRS990/OtherExpensesGrp/Desc3School Improvement and Curr. Support
IRS990/OtherExpensesGrp/ProgramServicesAmt09310
IRS990/OtherExpensesGrp/ProgramServicesAmt12728
IRS990/OtherExpensesGrp/ProgramServicesAmt217118
IRS990/OtherExpensesGrp/ProgramServicesAmt3299
IRS990/OtherExpensesGrp/TotalAmt09310
IRS990/OtherExpensesGrp/TotalAmt12728
IRS990/OtherExpensesGrp/TotalAmt217118
IRS990/OtherExpensesGrp/TotalAmt3299
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0Kerry Erland
IRS990/PriorPeriodAdjustmentsAmt0111
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0611710
IRS990/ProgramServiceRevenueGrp/Desc0Educational Programs Income
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt046974
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt046974
IRS990/ProgSrvcAccomActy2Grp/Desc0Teacher and Staff Programs and Supplies
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt017118
IRS990/ProgSrvcAccomActy3Grp/Desc0School Improvements, Staffing Assistance, Educational Equipment and Supplies.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0299
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt027522
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0121509
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt038902
IRS990/PYOtherRevenueAmt078820
IRS990/PYProgramServiceRevenueAmt062439
IRS990/PYRevenuesLessExpensesAmt08370
IRS990/PYTotalExpensesAmt0160411
IRS990/PYTotalRevenueAmt0168781
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0-23349
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0137087
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0106078
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt015325
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt027522
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt036789
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt048471
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt027875
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0155982
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0755
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0755
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0217182
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0200066
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0208523
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0182530
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0182204
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0990505
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0755
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0755
IRS990ScheduleA/InvestmentIncomeCYPct00.00070
IRS990ScheduleA/InvestmentIncomePYPct00.00070
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.00000
IRS990ScheduleA/PublicSupportCY509Pct00.99930
IRS990ScheduleA/PublicSupportPY509Pct00.99930
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt01146487
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0232507
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0227588
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0245312
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0231001
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0210079
IRS990ScheduleA/Total509Grp/TotalAmt01146487
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0232507
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0227588
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0245312
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0231001
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0210834
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01147242
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt032775
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent2Amt0300
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt0300
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Fall Fun Run
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Spring Fundraiser
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt0103312
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt020041
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt019380
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0142733
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt0103312
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt020041
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt019380
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0142733
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0109958
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt012627
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt020653
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt06118
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt01908
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt03
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent2Amt011822
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt011822
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt0165751
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501c3
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0Education
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0Ladera Ranch E S CUSD
IRS990ScheduleI/RecipientTable/RecipientEIN0952321055
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt029551 Sienna Parkway
IRS990ScheduleI/RecipientTable/USAddress/CityNm0Ladera Ranch
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0CA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd092694
IRS990ScheduleI/TotalOtherOrgCnt01
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Program Service Expenses 2,728, Grants and allocations 0, Revenue 0 Family Programs
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Program Service Expenses 165,751, Grants and allocations 0, Revenue 0 Educational Enrichment and Technology Programs and Funding paid to Laderal Ranch Elementary School or Capistrano Unified School District.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The governing body of the organization will be able to review the form 990 at their next regular meeting.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3The governing body of the organization makes the governing documents and financial statements available to the public upon request.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Subraction of non-cash item donations. Needed to balance. -7771
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Fundraising Expense 180. Other PTA Administrative Expense 608
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part III, Line 4d
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part III, Line 4d
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section B, Line 11a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section C, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part XI, Line 9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part IX, Line 24e
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$106,078
Liabilities
$0
Net assets
$106,078
Revenue
$176,575
Expenses
$199,924
Net income
-$23,349
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.31$0.00$0.31$1.43$2.02$0.59
2023Detailed filing. Detailed filing data is available for this year.$0.90$0.90$1.19$1.48$0.29
2022Detailed filing. Detailed filing data is available for this year.$1.24$1.24$1.02$0.96$0.07
2021Detailed filing. Detailed filing data is available for this year.$1.18$1.18$0.59$0.63$0.04
2020Detailed filing. Detailed filing data is available for this year.$1.22$1.22$1.04$0.74$0.30
2019Detailed filing. Detailed filing data is available for this year.$0.98$0.00$0.98$1.17$1.24$0.08
2018Detailed filing. Detailed filing data is available for this year.$1.06$0.00$1.06$1.77$2.00$0.23
2017Detailed filing. Detailed filing data is available for this year.$1.37$0.00$1.37$1.69$1.60$0.08
2016Detailed filing. Detailed filing data is available for this year.$1.38$0.00$1.38$1.88$1.61$0.27
2015Detailed filing. Detailed filing data is available for this year.$1.19$0.00$1.19$1.66$1.13$0.53
2014Summary only. Only limited summary data is available for this year.$0.66$0.00$0.66$1.65$1.32$0.33
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.33$0.33$0.90$0.69$0.21
2012Summary only. Only limited summary data is available for this year.$0.12$0.00$0.78$1.15$0.37