Civic Intelligence

Temecula Luiseno Elementary School PTA

990EZ • Fiscal year 2021 • EIN 26-0179323

Jul 01, 2020 to Jun 30, 2021 • Filed on Oct 26, 2021

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 2021

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2021

Net Margin

31st percentile

-3.0%

Higher net margin than 31% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

31st percentile

-5.6%

Faster asset growth than 31% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

9th percentile

-75%

Faster revenue growth than 9% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Assets

Down

$10,791

Down $642 (-5.6%) from 2020

Net Assets

Down

$10,791

Down $642 (-5.6%) from 2020

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$21,230

Down $63,982 (-75%) from 2020

Expenses

Down

$21,872

Down $63,645 (-74%) from 2020

Net Income

Down

-$642

Down $337 (-110%) from 2020

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

2021

Assets$10,791
Liabilities-
Net Assets$10,791

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

2021

Revenue$21,230
Expenses$21,872
Net Income-$642
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Oct 26, 2021
Return Version
2020v4.0
Gross Receipts
$34,540
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.$21,113-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Janine KlaislePresidentPT$0--
Heather ElwoodVice PresidentPT$0--
Kristen MokhlessinVice PresidentPT$0--
Jessica DiasVice PresidentPT$0--
Elizabeth UrreaVice PresidentPT$0--
Mara LokayTreasurerPT$0--
Jessica GarmendiaSecretaryPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fun Run$25,234$25,234$13,310$11,924
Total Events$25,234$25,234$13,310$11,924
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
2021-10-26
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 $258

Other Expenses.1

Yearbook $5613

Other Expenses.2

Library $2942

Other Expenses.3

Supplies $2885

Other Expenses.4

Individual Grade Allocation $2492

Other Expenses.5

School equipment technology $2000

Other Expenses.6

5th grade promotion $1525

Other Expenses.7

Family programs $1300

Other Expenses.8

Alumni Scholarships $1000

Other Expenses.9

Other expenses $484

Other Expenses.10

Hospitality $312

Other Expenses.11

Bank fees $311

Other Expenses.12

Membership expenses $200

Raw XML Appendix204 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0Mara Lokay
IRS990EZ/BooksInCareOfDetail/PhoneNum09512946340
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt045754 Wolf Creek Dr N
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Temecula
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092592
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt011433
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt010791
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt084
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-642
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0550
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt011433
IRS990EZ/Form990TotalAssetsGrp/EOYAmt010791
IRS990EZ/FundraisingGrossIncomeAmt025501
IRS990EZ/GrossReceiptsAmt034540
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0318
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt011433
IRS990EZ/NetAssetsOrFundBalancesEOYAmt010791
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt011433
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt010791
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt210.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt310.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt410.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt510.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt610.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Janine Klaisle
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Heather Elwood
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Kristen Mokhlessin
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Jessica Dias
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Elizabeth Urrea
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Mara Lokay
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Jessica Garmendia
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt021322
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Supported student programs geared toward education and enrichment of education.
IRS990EZ/ProgramServiceRevenueAmt08637
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Supported student programs geared toward education and enrichment of education.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt021113
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt013310
IRS990EZ/SpecialEventsNetIncomeLossAmt012191
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt021872
IRS990EZ/TotalProgramServiceExpensesAmt021113
IRS990EZ/TotalRevenueAmt021230
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0318
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt05221
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt05690
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt05790
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt05150
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt022169
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt012
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt012
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt034537
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0121870
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0153134
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0257367
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0147614
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0714522
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt012
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt012
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0736691
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt034855
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0127091
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0158824
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0263157
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0152764
IRS990ScheduleA/Total509Grp/TotalAmt0736691
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt034855
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0127091
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0158824
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0263157
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0152776
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0736703
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt013310
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Fun Run
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt025234
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt025234
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt025234
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt025234
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt011924
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt013310
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt013310
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Insurance $258
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Yearbook $5613
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Library $2942
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Supplies $2885
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Individual Grade Allocation $2492
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5School equipment technology $2000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt65th grade promotion $1525
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Family programs $1300
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Alumni Scholarships $1000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Other expenses $484
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Hospitality $312
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Bank fees $311
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Membership expenses $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
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Expenses.11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Other Expenses.12
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Mara Lokay
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-10-26
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/ReturnTs02021-10-26T10:40:16-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Mara
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Lokay
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings