Civic Intelligence

Temecula Luiseno Elementary School PTA

990EZ • Fiscal year 2023 • EIN 26-0179323

Jul 01, 2022 to Jun 30, 2023 • Filed on Nov 15, 2023

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 2023

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2023

Net Margin

49th percentile

2.3%

Higher net margin than 49% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

65th percentile

11%

Faster asset growth than 65% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

30th percentile

-13%

Faster revenue growth than 30% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Assets

Up

$11,607

Up $1,196 (+11%) from 2022

Net Assets

Up

$11,607

Up $1,196 (+11%) from 2022

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$51,481

Down $8,009 (-13%) from 2022

Expenses

Down

$50,285

Down $9,585 (-16%) from 2022

Net Income

Up

$1,196

Up $1,576 (+415%) from 2022

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

2023

Assets$11,607
Liabilities-
Net Assets$11,607

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

2023

Revenue$51,481
Expenses$50,285
Net Income$1,196
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Nov 15, 2023
Return Version
2022v5.0
Gross Receipts
$116,407
Mission and Program Overview

Mission

Supported student programs geared toward education and enrichment of education.

Supported student programs geared toward education and enrichment of students

Program Services

DescriptionGrantsExpenses
SUPPORTED STUDENT PROGRAMS GEARED TOWARD EDUCATION AND ENRICHMENT OF STUDENTS$2,000$37,150
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
LAUREN GUIDEPresidentPT$0--
MARA LOKEYFin. SecretaryPT$0--
MARIANA SOFIANTreasurerPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Misc Events$53,920$53,920$44,040$9,880
Fun Run$49,522$49,522$20,886$28,636
Total Events$113,285$113,285$64,926$48,359
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
Ashley Jantz
Title
President
Signed
2023-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Meyer Accounting & Tax Services
Address
25096 JEFFERSON AVE SUITE C, MURRIETA, CA 92562
Preparer
Stephanie A Meyer CPA
Phone
7144028863
Supplemental Narrative

Additional Explanations

Other Expenses.1012

Insurance $322

Other Expenses.1

SCHOOL EQUIPMENT $9814

Other Expenses.2

FIELD TRIP COSTS $8020

Other Expenses.3

PROGRAM SUPPLIES $7102

Other Expenses.4

Family program supplies/costs $5321

Other Expenses.5

CLASSROOM SUPPLIES $4060

Other Expenses.6

LIBRARY COSTS $3546

Other Expenses.7

EVENT DAYS $3523

Other Expenses.8

HOSPITALITY $2504

Other Expenses.9

SUPPLIES $2443

Other Expenses.10

SCHOLARSHIPS $2000

Raw XML Appendix189 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Insurance $322
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1SCHOOL EQUIPMENT $9814
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2FIELD TRIP COSTS $8020
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3PROGRAM SUPPLIES $7102
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ReturnHeader/ReturnTs02023-11-15T11:38:47-08:00
ReturnHeader/ReturnTypeCd0990EZ
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ReturnHeader/TaxPeriodBeginDt02022-07-01
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Filings

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2023 filings • 501(c)3 • <$500k nonprofits