Civic Intelligence

Lisa J Mails Elementary PTA

990EZ • Fiscal year 2021 • EIN 26-0399800

Jul 01, 2020 to Jun 30, 2021 • Filed on Nov 15, 2021

Organization ProfileN/A
35185 Lisa J Mails Elementary PtaMurrieta, CA 92562

(951) 304-1880

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

100th percentile

394%

Higher net margin than 100% 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.

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

Asset Growth

14th percentile

-30%

Faster asset growth than 14% of similar nonprofits.

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

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2020 to 2021

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$27,714

Down $11,606 (-30%) from 2020

Net Assets

Down

$27,714

Down $11,606 (-30%) from 2020

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin100th percentile

Revenue

Down

-$2,944

Down $57,314 (-105%) from 2020

Expenses

Down

$8,662

Down $22,834 (-72%) from 2020

Net Income

Down

-$11,606

Down $34,480 (-151%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth14th percentile

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

$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

2021

Assets$27,714
Liabilities-
Net Assets$27,714
Open 2021 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this 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

2021

Revenue-$2,944
Expenses$8,662
Net Income-$11,606
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Nov 15, 2021
Return Version
2020v4.0
Gross Receipts
$1,950
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$10,891-
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SHAVONDA SCOTTSecretary-$0--
JENNIFER STARKSVice President-$0--
ERIKA PRATTITreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Lisa J Mails Elementary Pta
EIN
26-0399800
Phone
9513041880
Address
35185 LISA J MAILS ELEMENTARY PTA, MURRIETA, CA 92562

Signing Officer

Name
Leslie Fleming
Title
Treasurer
Signed
2021-11-15
Discuss with paid preparer
Yes

Preparer

Firm
RC & Co Financial Services
Address
40960 California Oaks Road 255, Murrieta, CA 92562
Preparer
Alexis Torres
Phone
9513199136
Supplemental Narrative

Additional Explanations

Other Expenses.1

“SCHOOL DONATIO $6000”

Other Expenses.2

“UTHER OPER EXP $2662”

Raw XML Appendix132 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/PersonNm0LISA J MAILS ELEMENTARY SCHOOL
IRS990EZ/BooksInCareOfDetail/PhoneNum03606245539
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt035185 LISA J MAILS
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0MURRIETA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092594
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt039320
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt027714
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt01950
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-11606
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt039320
IRS990EZ/Form990TotalAssetsGrp/EOYAmt027714
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt01950
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt039320
IRS990EZ/NetAssetsOrFundBalancesEOYAmt027714
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt039320
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt027714
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0SHAVONDA SCOTT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JENNIFER STARKS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ERIKA PRATTI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt08662
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/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt010891
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt04894
IRS990EZ/SpecialEventsNetIncomeLossAmt0-4894
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt08662
IRS990EZ/TotalProgramServiceExpensesAmt010891
IRS990EZ/TotalRevenueAmt0-2944
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt01950
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt01950
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/PublicSupportTotal509Amt01950
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt01950
IRS990ScheduleA/Total509Grp/TotalAmt01950
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt01950
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01950
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0SCHOOL DONATIO $6000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1UTHER OPER EXP $2662
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.2
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/PersonNm0LESLIE FLEMING
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LISA J MAILS ELEMENTARY PTA
ReturnHeader/Filer/BusinessNameControlTxt0LISA
ReturnHeader/Filer/EIN0260399800
ReturnHeader/Filer/PhoneNum09513041880
ReturnHeader/Filer/USAddress/AddressLine1Txt035185 LISA J MAILS ELEMENTARY PTA
ReturnHeader/Filer/USAddress/CityNm0MURRIETA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092562
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/PhoneNum09513199136
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Alexis Torres
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02021-11-15T10:49:15-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0LESLIE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0FLEMING
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$27,714
Liabilities
-
Net assets
$27,714
Revenue
-$2,944
Expenses
$8,662
Net income
-$11,606
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