Civic Intelligence

Temecula Luiseno Elementary School PTA

990EZ • Fiscal year 2020 • EIN 26-0179323

Jul 01, 2019 to Jun 30, 2020 • Filed on Nov 02, 2020

45754 Wolf Creek Dr NTemecula, CA 92592

(951) 294-6340

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 2020

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2020

Net Margin

39th percentile

-0.4%

Higher net margin than 39% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

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.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

37th percentile

-2.6%

Faster asset growth than 37% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

38th percentile

-27%

Faster revenue growth than 38% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Assets

Down

$11,433

Down $305 (-2.6%) from 2019

Net Assets

Down

$11,433

Down $305 (-2.6%) from 2019

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$85,212

Down $31,425 (-27%) from 2019

Expenses

Down

$85,517

Down $39,345 (-32%) from 2019

Net Income

Up

-$305

Up $7,920 (+96%) from 2019

Historical Trend

Balance Sheet Trend

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

$80K$60K$40K$20K$0Assets 2014: $62,984Net Assets 2014: $62,9842014Assets 2015: $38,248Net Assets 2015: $38,2482015Assets 2016: $7,876Net Assets 2016: $7,8762016Assets 2017: $19,597Net Assets 2017: $19,5972017Assets 2018: $19,963Liabilities 2018: $0Net Assets 2018: $19,9632018Assets 2019: $11,738Net Assets 2019: $11,7382019Assets 2020: $11,433Net Assets 2020: $11,4332020Assets 2021: $10,791Net Assets 2021: $10,7912021Assets 2022: $10,411Net Assets 2022: $10,4112022Assets 2023: $11,607Net Assets 2023: $11,6072023Assets 2025: $19,064Net Assets 2025: $19,0642025

Highlighted filing

2020

Assets$11,433
Liabilities-
Net Assets$11,433

Operations Trend

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

$200K$150K$100K$50K$0-$50KRevenue 2014: $153,630Expenses 2014: $135,478Net Income 2014: $18,1522014Revenue 2015: $104,060Expenses 2015: $128,798Net Income 2015: -$24,7382015Revenue 2016: $109,010Expenses 2016: $139,386Net Income 2016: -$30,3762016Revenue 2017: $106,323Expenses 2017: $94,601Net Income 2017: $11,7222017Revenue 2018: $128,771Expenses 2018: $128,405Net Income 2018: $3662018Revenue 2019: $116,637Expenses 2019: $124,862Net Income 2019: -$8,2252019Revenue 2020: $85,212Expenses 2020: $85,517Net Income 2020: -$3052020Revenue 2021: $21,230Expenses 2021: $21,872Net Income 2021: -$6422021Revenue 2022: $59,490Expenses 2022: $59,870Net Income 2022: -$3802022Revenue 2023: $51,481Expenses 2023: $50,285Net Income 2023: $1,1962023Revenue 2025: $68,836Expenses 2025: $65,749Net Income 2025: $3,0872025

Highlighted filing

2020

Revenue$85,212
Expenses$85,517
Net Income-$305
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Nov 2, 2020
Return Version
2019v5.0
Gross Receipts
$121,870
Mission and Program Overview

Mission

Supported student programs geared toward education and enrichment of education.

Program Services

DescriptionGrantsExpenses
Supported student programs geared toward education and enrichment of education.$68,029-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kristen MokhlessinPresidentPT$0--
Janine KlasileVice PresidentPT$0--
Candice AltoVice PresidentPT$0--
Karoline CunyVice PresidentPT$0--
Sheetal SuraSecretaryPT$0--
Mara LokayTreasurerPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fun Run$48,885$48,885$24,200$24,685
Other fundraisers$8,342$8,342$5,006$3,336
Total Events$64,710$64,710$36,658$28,052
Filing and Contact Details

Filer

Filer Name
Temecula Luiseno Elementary School PTA
EIN
26-0179323
Phone
9512946340
Address
45754 Wolf Creek Dr N, Temecula, CA 92592

Signing Officer

Name
Mara Lokay
Title
Treasurer
Signed
2020-11-02
Discuss with paid preparer
Yes

Preparer

Firm
Jotika Teli CPA
Address
32355 Fireside Dr, Temecula, CA 92592
Preparer
Jotika Teli
Phone
9515512807
Supplemental Narrative

Additional Explanations

Other Expenses.1012

Insurance $232

Other Expenses.1

School equipment technology $20000

Other Expenses.2

Individual Grade Allocation $14088

Other Expenses.3

Holiday Shoppe $9882

Other Expenses.4

Book fair $6547

Other Expenses.5

Library $4925

Other Expenses.6

Family programs $4835

Other Expenses.7

Louie Palooza $4622

Other Expenses.8

Meet the Masters $3207

Other Expenses.9

Yearbook $3084

Other Expenses.10

Assemblies $2845

Other Expenses.11

Membership expenses $2825

Other Expenses.12

Student store $2769

Other Expenses.13

5th grade promotion $1381

Other Expenses.14

Supplies $1224

Other Expenses.15

Alumni Scholarships $1000

Other Expenses.16

Other expenses $648

Other Expenses.17

Bank fees $354

Other Expenses.18

Hospitality $275

Other Expenses.19

Other fees $200

Raw XML Appendix218 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/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
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IRS990EZ/TaxImposedOnOrganizationMgrAmt00
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Insurance $232
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1School equipment technology $20000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Individual Grade Allocation $14088
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Holiday Shoppe $9882
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Book fair $6547
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Library $4925
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Family programs $4835
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Louie Palooza $4622
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Meet the Masters $3207
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Yearbook $3084
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Assemblies $2845
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Membership expenses $2825
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Student store $2769
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt135th grade promotion $1381
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14Supplies $1224
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15Alumni Scholarships $1000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16Other expenses $648
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17Bank fees $354
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt18Hospitality $275
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt19Other fees $200
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.4
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.9
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Other Expenses.12
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ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Mara Lokay
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Temecula Luiseno Elementary School PTA
ReturnHeader/Filer/BusinessNameControlTxt0TEME
ReturnHeader/Filer/EIN0260179323
ReturnHeader/Filer/PhoneNum09512946340
ReturnHeader/Filer/USAddress/AddressLine1Txt045754 Wolf Creek Dr N
ReturnHeader/Filer/USAddress/CityNm0Temecula
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092592
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Jotika Teli CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt032355 Fireside Dr
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Temecula
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092592
ReturnHeader/PreparerPersonGrp/PhoneNum09515512807
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jotika Teli
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02020-11-02T22:43:20-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

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