Liabilities / Assets
Score unavailable
Liabilities-to-assets requires both liabilities and assets on the latest valid filing.
Del Mar Elementary School PTA
EIN 23-7010183 • 501(c)3 • Morro Bay, CA
Profile
To provide supplies and other financial support for teachers and the school to further school programs. To provide educational and citizenship awards and incentives for the student population and funding for educational field trips for the student population at the elementary school, including transportation, lodging, meals and any required fees.
Siviq Scores
Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.
No value available
Liabilities / Revenue
Score unavailable
Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.
Net Margin
100th percentile
Higher net margin than 100% of similar nonprofits.
Top Officer Pay
84th percentile
Higher top officer pay than 84% of similar nonprofits.
Asset Growth
Score unavailable
No earlier valid filing was available within the previous three public years.
Revenue Growth
Score unavailable
No earlier valid filing was available within the previous three public years.
Balance Sheet
Assets
Down$37,678
Down $989 (-2.6%) from 2015
Liabilities
-
No earlier filing loaded for comparison.
Net Assets
Down$37,678
Down $989 (-2.6%) from 2015
Revenue
Down-$3,705
Down $34,666 (-112%) from 2015
Expenses
Down$2,871
Down $51,409 (-95%) from 2015
Net Income
Up-$6,576
Up $16,743 (+72%) from 2015
Trend Graphs
Filings
Most recent year
2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $37,678
- Liabilities
- -
- Net assets
- $37,678
- Revenue
- -$3,705
- Expenses
- $2,871
- Net income
- -$6,576
| Balance Sheet | Operations | |||||
|---|---|---|---|---|---|---|
| Year | Assets | Liabilities | Net Assets | Revenue | Expenses | Net Income |
| 2021Detailed filing. Detailed filing data is available for this year. | $37.7 | $37.7 | $3.71 | $2.87 | $6.58 | |
| 2015Detailed filing. Detailed filing data is available for this year. | $38.7 | $38.7 | $31.0 | $54.3 | $23.3 | |
| 2014Detailed filing. Detailed filing data is available for this year. | $62.0 | $62.0 | $40.9 | $38.8 | $2.09 | |
Latest Filing Detail
Jump To
Filing Snapshot
- Filing Period
- Aug 1, 2020 to Jul 31, 2021
- Signed
- Nov 1, 2022
- Return Version
- 2020v4.0
- Gross Receipts
- $9,011
Mission and Program Overview
Mission
To provide supplies and other financial support for teachers and the school to further school programs. To provide educational and citizenship awards and incentives for the student population and funding for educational field trips for the student population at the elementary school, including transportation, lodging, meals and any required fees.
Program Services
| Description | Grants | Expenses |
|---|---|---|
| TO PROVIDE SUPPLIES AND OTHER FINANCIAL SUPPORT FOR TEACHERS AND THE SCHOOL TO FURTHER SCHOOL PROGRAMS. | - | $41 |
| TO PROVIDE SUPPLIES AND OTHER FINANCIAL SUPPORT FOR TEACHERS AND THE SCHOOL TO FURTHER SCHOOL PROGRAMS. | - | - |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| JENNIFER TATE | President | - | $0 | - | - |
| KRISTIN FIELDS | Secretary | - | $0 | - | - |
| DAWN BRYANT | Treasurer | - | $0 | - | - |
Filing and Contact Details
Filer
- Filer Name
- Del Mar Elementary School Pta
- EIN
- 23-7010183
- Phone
- 8057711858
- Address
- 501 SEQUOIA ST, MORRO BAY, CA 93442
Signing Officer
- Name
- Dawn Bryant
- Title
- Treasurer
- Phone
- 8057711858
- Signed
- 2022-11-01
- Discuss with paid preparer
- Yes
Preparer
- Firm
- Ross Carreiro Brown Cpas Pc
- Address
- 895 SHASTA AVE, MORRO BAY, CA 93442
- Preparer
- George G Ross
- Phone
- 8057722808
Supplemental Narrative
Additional Explanations
Form 990-ez, Part I, Line 8
“Shop and earn income 240 total 240”
Form 990-ez, Part I, Line 16
“Expenses bank charges 92 hospitality 41 convention fees 20 membership des 1,038 total 1,191”
Form 990-ez, Part III
“To provide supplies and other financial support for teachers and the school to further school programs. To provide educational and citizenship awards and incentives for the student population and funding for educational field trips for the student population at the elementary school, including transportation, lodging, meals and any required fees.”
Form 990-ez, Part III, Line 31
“To provide supplies and other financial support for teachers and the school to further school programs.”
Raw XML Appendix141 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 |
|---|---|---|
| CompensationExplanation/CompensationExplanationGrp/PersonNm | 0 | JENNIFER TATE |
| CompensationExplanation/CompensationExplanationGrp/PersonNm | 1 | KRISTIN FIELDS |
| CompensationExplanation/CompensationExplanationGrp/PersonNm | 2 | DAWN BRYANT |
| IRS990EZ/ActivitiesNotPreviouslyRptInd | 0 | false |
| IRS990EZ/BooksInCareOfDetail/PersonNm | 0 | DAWN BRYANT |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 8057711858 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 501 SEQUOIA ST |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | MORRO BAY |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | CA |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 93442 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 44254 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 37678 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | false |
| IRS990EZ/ContributionsGiftsGrantsEtcAmt | 0 | 2220 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | false |
| IRS990EZ/EngagedInExcessBenefitTransInd | 0 | false |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | -6576 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 1680 |
| IRS990EZ/FiledScheduleAInd | 0 | true |
| IRS990EZ/ForeignFinancialAccountInd | 0 | false |
| IRS990EZ/ForeignOfficeInd | 0 | false |
| IRS990EZ/Form1120PolFiledInd | 0 | false |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 44254 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 37678 |
| IRS990EZ/FundraisingGrossIncomeAmt | 0 | 6551 |
| IRS990EZ/GrossReceiptsAmt | 0 | 9011 |
| IRS990EZ/GroupExemptionNum | 0 | 0646 |
| IRS990EZ/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/LobbyingActivitiesInd | 0 | false |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | false |
| IRS990EZ/MethodOfAccountingCashInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 44254 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 37678 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 44254 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 37678 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | JENNIFER TATE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | KRISTIN FIELDS |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | DAWN BRYANT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | PRESIDENT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | SECRETARY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | TREASURER |
| IRS990EZ/OperateHospitalInd | 0 | false |
| IRS990EZ/Organization501c3Ind | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | false |
| IRS990EZ/OrganizationHadUBIInd | 0 | false |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 1191 |
| IRS990EZ/OtherRevenueTotalAmt | 0 | 240 |
| IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt | 0 | NONE |
| IRS990EZ/PartVIOfCompOfHghstPdEmplTxt | 0 | NONE |
| IRS990EZ/PoliticalCampaignActyInd | 0 | false |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | TO PROVIDE SUPPLIES AND OTHER FINANCIAL SUPPORT FOR TEACHERS AND THE SCHOOL TO FURTHER SCHOOL PROGRAMS. TO PROVIDE EDUCATIONAL AND CITIZENSHIP AWARDS AND INCENTIVES FOR THE STUDENT POPULATION AND FUNDING FOR EDUCATIONAL FIELD TRIPS FOR THE STUDENT POPULATION AT THE ELEMENTARY SCHOOL, INCLUDING TRANSPORTATION, LODGING, MEALS AND ANY REQUIRED FEES. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | TO PROVIDE SUPPLIES AND OTHER FINANCIAL SUPPORT FOR TEACHERS AND THE SCHOOL TO FURTHER SCHOOL PROGRAMS. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 1 | TO PROVIDE SUPPLIES AND OTHER FINANCIAL SUPPORT FOR TEACHERS AND THE SCHOOL TO FURTHER SCHOOL PROGRAMS. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 41 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SchoolOperatingInd | 0 | false |
| IRS990EZ/SpecialEventsDirectExpensesAmt | 0 | 12716 |
| IRS990EZ/SpecialEventsNetIncomeLossAmt | 0 | -6165 |
| IRS990EZ/SubjectToProxyTaxInd | 0 | false |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TotalExpensesAmt | 0 | 2871 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 41 |
| IRS990EZ/TotalRevenueAmt | 0 | -3705 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd | 0 | false |
| IRS990EZ/TypeOfOrganizationAssocInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | DELMARPTA.ORG |
| IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd | 0 | false |
| IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd | 0 | true |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt | 0 | 2220 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt | 0 | 3763 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt | 0 | 1460 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt | 0 | 7443 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt | 0 | 6791 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt | 0 | 23493 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt | 0 | 51471 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt | 0 | 81755 |
| IRS990ScheduleA/InvestmentIncomeCYPct | 0 | 0.00000 |
| IRS990ScheduleA/InvestmentIncomePYPct | 0 | 0.00000 |
| IRS990ScheduleA/PubliclySupportedOrg509a2Ind | 0 | X |
| IRS990ScheduleA/PublicSupportCY509Pct | 0 | 1.00000 |
| IRS990ScheduleA/PublicSupportPY509Pct | 0 | 1.00000 |
| IRS990ScheduleA/PublicSupportTotal509Amt | 0 | 89198 |
| IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind | 0 | X |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt | 0 | 9011 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt | 0 | 27256 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt | 0 | 52931 |
| IRS990ScheduleA/Total509Grp/TotalAmt | 0 | 89198 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt | 0 | 9011 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt | 0 | 27256 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt | 0 | 52931 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt | 0 | 89198 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | SHOP AND EARN INCOME 240 TOTAL 240 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | EXPENSES BANK CHARGES 92 HOSPITALITY 41 CONVENTION FEES 20 MEMBERSHIP DES 1,038 TOTAL 1,191 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | TO PROVIDE SUPPLIES AND OTHER FINANCIAL SUPPORT FOR TEACHERS AND THE SCHOOL TO FURTHER SCHOOL PROGRAMS. TO PROVIDE EDUCATIONAL AND CITIZENSHIP AWARDS AND INCENTIVES FOR THE STUDENT POPULATION AND FUNDING FOR EDUCATIONAL FIELD TRIPS FOR THE STUDENT POPULATION AT THE ELEMENTARY SCHOOL, INCLUDING TRANSPORTATION, LODGING, MEALS AND ANY REQUIRED FEES. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | TO PROVIDE SUPPLIES AND OTHER FINANCIAL SUPPORT FOR TEACHERS AND THE SCHOOL TO FURTHER SCHOOL PROGRAMS. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990-EZ, PART I, LINE 8 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990-EZ, PART I, LINE 16 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990-EZ, PART III |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | FORM 990-EZ, PART III, LINE 31 |
| ReasonableCauseExplanation/ExplanationTxt | 0 | THE DEL MAR ELEMENTARY SCHOOL PTA TIMELY ELECTRONICALLY FILED THE 2020 TAX RETURN ON FEBRUARY 21ST, 2022 AND THE EFILING SYSTEM REJECTED THE TAX RETURN. THE REASON THE EFILE WAS REJECTED WAS DUE TO AN INCORRECT YEAR END DATE ON FILE WITH THE IRS EFILING SYSTEM. WE SUBSEQUENTLY TIMELY FILED THE PAPER TAX RETURN TO MEET THE EXTENDED NON PROFIT DEADLINE. IN 2017, THE NON PROFIT CHANGED THEIR YEAR END TO 7/31 AND FILED TWO TAX RETURNS TO SUPPORT THE CHANGE IN YEAR END. EVERY YEAR SINCE 2017, THE TAX RETURNS HAVE BEEN PAPER FILED SINCE THE YEAR END HAD NOT BEEN UPDATED ON THE IRS SYSTEM. IT WASN'T UNTIL OCTOBER 12TH, 2022 THAT THE SYSTEM WAS UPDATED TO REFLECT THE YEAR END. WE WERE ADVISED TO RESUBMIT THE ELECTRONIC FILE SINCE THE 2020 TAX RETURN HAS NOT BEEN POSTED TO THEIR ACCOUNT. THE AGENT TIWANA HOLLAND PROVIDED US WITH THE REFERENCE ID IM518277 TO REFERENCE THE NON PROFIT CASE. |
| ReturnHeader/BuildTS | 0 | 2022-09-23 18:48:47Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | true |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | DAWN BRYANT |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | TREASURER |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 8057711858 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2022-11-01 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | DEL MAR ELEMENTARY SCHOOL PTA |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | DELM |
| ReturnHeader/Filer/EIN | 0 | 237010183 |
| ReturnHeader/Filer/PhoneNum | 0 | 8057711858 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 501 SEQUOIA ST |
| ReturnHeader/Filer/USAddress/CityNm | 0 | MORRO BAY |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | CA |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 93442 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 873744513 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | ROSS CARREIRO BROWN CPAS PC |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 895 SHASTA AVE |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | MORRO BAY |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | CA |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 93442 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 8057722808 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2022-11-01 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | GEORGE G ROSS |
| ReturnHeader/PreparerPersonGrp/SelfEmployedInd | 0 | X |
| ReturnHeader/ReturnTs | 0 | 2022-11-01T18:49:29-04:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm | 0 | DAWN |
| ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm | 0 | BRYANT |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2020-08-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2021-07-31 |
| ReturnHeader/TaxYr | 0 | 2020 |
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