Civic Intelligence

Lisa J Mails Elementary PTA

EIN 26-0399800 • 501(c)3 • Murrieta, CA

Profile

To provide support to elementary school students and school with events, projects that will enhance their educational experience

35185 Briggs RdMurrieta, CA 92563

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2025

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2025

Net Margin

51st percentile

1.9%

Higher net margin than 51% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

43rd percentile

-6.4%

Faster asset growth than 43% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2025

Revenue Growth

90th percentile

84%

Faster revenue growth than 90% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2025

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$31,413

Up $1,620 (+5.4%) from 2024

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Up

$31,413

Up $1,620 (+5.4%) from 2024

Operations
Liabilities / RevenueScore unavailableNet Margin51st percentile

Revenue

Up

$84,028

Up $2,597 (+3.2%) from 2024

Expenses

Down

$82,408

Down $17,902 (-18%) from 2024

Net Income

Up

$1,620

Up $20,499 (+109%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth43rd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$60K$40K$20K$0Assets 2020: $39,320Net Assets 2020: $39,3202020Assets 2021: $27,714Net Assets 2021: $27,7142021Assets 2022: $38,295Net Assets 2022: $38,2952022Assets 2023: $48,672Net Assets 2023: $48,6722023Assets 2024: $29,793Net Assets 2024: $29,7932024Assets 2025: $31,413Net Assets 2025: $31,4132025

Highlighted filing

2025

Assets$31,413
Liabilities-
Net Assets$31,413
Open 2025 Filing

Operations Trend

Revenue Growth90th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$150K$100K$50K$0-$50KRevenue 2020: $54,370Expenses 2020: $31,496Net Income 2020: $22,8742020Revenue 2021: -$2,944Expenses 2021: $8,662Net Income 2021: -$11,6062021Revenue 2022: $13,595Expenses 2022: $3,014Net Income 2022: $10,5812022Revenue 2023: $74,806Expenses 2023: $64,429Net Income 2023: $10,3772023Revenue 2024: $81,431Expenses 2024: $100,310Net Income 2024: -$18,8792024Revenue 2025: $84,028Expenses 2025: $82,408Net Income 2025: $1,6202025

Highlighted filing

2025

Revenue$84,028
Expenses$82,408
Net Income$1,620
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$31,413
Liabilities
-
Net assets
$31,413
Revenue
$84,028
Expenses
$82,408
Net income
$1,620
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.31$0.31$0.84$0.82$0.02
2024Detailed filing. Detailed filing data is available for this year.$0.30$0.30$0.81$1.00$0.19
2023Detailed filing. Detailed filing data is available for this year.$0.49$0.49$0.75$0.64$0.10
2022Detailed filing. Detailed filing data is available for this year.$0.38$0.38$0.14$0.03$0.11
2021Detailed filing. Detailed filing data is available for this year.$0.28$0.28$0.03$0.09$0.12
2020Detailed filing. Detailed filing data is available for this year.$0.39$0.39$0.54$0.31$0.23
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Nov 19, 2025
Return Version
2024v5.2
Gross Receipts
$117,807
Mission and Program Overview

Mission

To provide support to elementary school students and school with events, projects that will enhance their educational experience

Program Services

DescriptionGrantsExpenses
TO ORGANIZE PROGRAMS FOR THE BENEFIT OF ELEMENTARY AGE STUDENTS--
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
AMY CARNEVALETreasurer-$0--
KATE CARMONAVice President-$0--
AMBER DEAKINSPresident-$0--
MEGGAN WOODSecretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Boosterthon$88,502$88,502$8,509$79,993
Store and Misc$27,000$27,000$25,270$1,730
Total Events$115,502$115,502$33,779$81,723
Filing and Contact Details

Filer

Filer Name
Lisa J Mails Elementary Pta
EIN
26-0399800
Phone
9516609289
Address
35185 Briggs Rd, MURRIETA, CA 92563

Signing Officer

Name
Amy Carnevale
Title
Treasurer
Signed
2025-11-19
Discuss with paid preparer
Yes

Preparer

Firm
RC & Co Financial Services
Address
40960 California Oaks Road 255, Murrieta, CA 92562
Preparer
Alexis Torres
Phone
9515297188
Supplemental Narrative

Additional Explanations

Other Expenses.1002

“Office Expenses $1430”

Other Expenses.1

“PROGRAM EXPENSES $76640”

Other Expenses.2

“RENT $2420”

Other Expenses.3

“CASHBOX $1104”

Other Expenses.4

“PAYAL FEES $309”

Other Expenses.5

“HISTORIAN $64”

Other Expenses.6

“BANK FEES $25”

Other Expenses.7

“MEMBERSHIP EXPENSE $16”

Raw XML Appendix163 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
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IRS990EZ/BooksInCareOfDetail/PersonNm0LISA J MAILS ELEMENTARY SCHOOL
IRS990EZ/BooksInCareOfDetail/PhoneNum09516609289
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt035185 Briggs Rd
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0MURRIETA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092563
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt029793
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt031413
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt02284
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt01620
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0400
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt029793
IRS990EZ/Form990TotalAssetsGrp/EOYAmt031413
IRS990EZ/FundraisingGrossIncomeAmt0115502
IRS990EZ/GrossReceiptsAmt0117807
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt021
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt029793
IRS990EZ/NetAssetsOrFundBalancesEOYAmt031413
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt029793
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt031413
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0AMY CARNEVALE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1KATE CARMONA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2AMBER DEAKINS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MEGGAN WOOD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt082008
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE SUPPORT TO ELEMENTARY SCHOOL STUDENTS AND SCHOOL WITH EVENTS, PROJECTS THAT WILL ENHANCE THEIR EDUCATIONAL EXPERIENCE
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO ORGANIZE PROGRAMS FOR THE BENEFIT OF ELEMENTARY AGE STUDENTS
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt033779
IRS990EZ/SpecialEventsNetIncomeLossAmt081723
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt082408
IRS990EZ/TotalRevenueAmt084028
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt02284
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0102
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt076
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt02462
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal509Amt02462
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt02284
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0102
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt076
IRS990ScheduleA/Total509Grp/TotalAmt02462
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt02284
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0102
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt076
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt02462
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt033779
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0BOOSTERTHON
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0STORE AND MISC
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt088502
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt027000
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0115502
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt088502
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt027000
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0115502
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt081723
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt033779
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt08509
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt025270
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $1430
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PROGRAM EXPENSES $76640
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2RENT $2420
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3CASHBOX $1104
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4PAYAL FEES $309
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5HISTORIAN $64
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6BANK FEES $25
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7MEMBERSHIP EXPENSE $16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1002
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
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0AMY CARNEVALE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-19
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LISA J MAILS ELEMENTARY PTA
ReturnHeader/Filer/BusinessNameControlTxt0LISA
ReturnHeader/Filer/EIN0260399800
ReturnHeader/Filer/PhoneNum09516609289
ReturnHeader/Filer/USAddress/AddressLine1Txt035185 Briggs Rd
ReturnHeader/Filer/USAddress/CityNm0MURRIETA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092563
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0861802519
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0RC & Co Financial Services
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt040960 California Oaks Road 255
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Murrieta
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092562
ReturnHeader/PreparerPersonGrp/PhoneNum09515297188
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Alexis Torres
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-11-19T17:03:01-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

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