Civic Intelligence

Lisa J Mails Elementary PTA

990EZ • Fiscal year 2023 • EIN 26-0399800

Jul 01, 2022 to Jun 30, 2023 • Filed on Oct 16, 2023

Organization ProfileN/A
35185 Briggs RdMurrieta, CA 92563

(951) 660-9289

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

67th percentile

14%

Higher net margin than 67% 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

77th percentile

27%

Faster asset growth than 77% of similar nonprofits.

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

Revenue Growth

98th percentile

450%

Faster revenue growth than 98% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$48,672

Up $10,377 (+27%) from 2022

Net Assets

Up

$48,672

Up $10,377 (+27%) from 2022

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin67th percentile

Revenue

Up

$74,806

Up $61,211 (+450%) from 2022

Expenses

Up

$64,429

Up $61,415 (+2038%) from 2022

Net Income

Down

$10,377

Down $204 (-1.9%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth77th 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

2023

Assets$48,672
Liabilities-
Net Assets$48,672
Open 2023 Filing

Operations Trend

Revenue Growth98th percentile

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

2023

Revenue$74,806
Expenses$64,429
Net Income$10,377
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Oct 16, 2023
Return Version
2022v5.0
Gross Receipts
$149,709
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-$54,754
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
AMY CARNEVALEPresident-$0--
LAURA SMITH-WHITMARSHVice President-$0--
AMBER DEAKINSSecretary-$0--
BECCA WOODSTreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Boosterthon$112,362$112,362$48,287$64,075
Store and Misc$34,419$34,419$26,616$7,803
Total Events$146,781$146,781$74,903$71,878
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
Becca Woods
Title
Treasurer
Signed
2023-10-16
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.1001

“Advertising and Promotion $1459”

Other Expenses.1002

“Office Expenses $1622”

Other Expenses.1012

“Insurance $272”

Other Expenses.1

“PROGRAM EXPENSES $54754”

Other Expenses.2

“$3055”

Other Expenses.3

“RENT $930”

Other Expenses.4

“PAYAL FEES $478”

Other Expenses.5

“STATE FEE $200”

Other Expenses.6

“HISTORIAN $137”

Other Expenses.7

“MEMBERSHIP EXPENSE $81”

Raw XML Appendix168 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/BOYAmt038295
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt048672
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt02928
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt010377
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01441
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt038295
IRS990EZ/Form990TotalAssetsGrp/EOYAmt048672
IRS990EZ/FundraisingGrossIncomeAmt0146781
IRS990EZ/GrossReceiptsAmt0149709
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt038295
IRS990EZ/NetAssetsOrFundBalancesEOYAmt048672
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt038295
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt048672
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/PersonNm1LAURA SMITH-WHITMARSH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2AMBER DEAKINS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3BECCA WOODS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt062988
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/ProgramServiceExpensesAmt054754
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt074903
IRS990EZ/SpecialEventsNetIncomeLossAmt071878
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt064429
IRS990EZ/TotalProgramServiceExpensesAmt054754
IRS990EZ/TotalRevenueAmt074806
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt076
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt076
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/PublicSupportTotal509Amt076
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt076
IRS990ScheduleA/Total509Grp/TotalAmt076
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt076
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt076
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt074903
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0BOOSTERTHON
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0STORE AND MISC
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt0112362
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt034419
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0146781
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt0112362
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt034419
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0146781
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt071878
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt074903
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt048287
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt026616
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Advertising and Promotion $1459
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Expenses $1622
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Insurance $272
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3PROGRAM EXPENSES $54754
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4$3055
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5RENT $930
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6PAYAL FEES $478
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7STATE FEE $200
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8HISTORIAN $137
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9MEMBERSHIP EXPENSE $81
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.7
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BECCA WOODS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-10-16
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/ReturnTs02023-10-16T17:43:52-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0BECCA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0WOODS
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$48,672
Liabilities
-
Net assets
$48,672
Revenue
$74,806
Expenses
$64,429
Net income
$10,377
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