Civic Intelligence

Lisa J Mails Elementary PTA

990EZ • Fiscal year 2024 • EIN 26-0399800

Jul 01, 2023 to Jun 30, 2024 • Filed on Nov 18, 2024

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 2024

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2024

Net Margin

17th percentile

-23%

Higher net margin than 17% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

15th percentile

-39%

Faster asset growth than 15% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

58th percentile

8.9%

Faster revenue growth than 58% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$29,793

Down $18,879 (-39%) from 2023

Net Assets

Down

$29,793

Down $18,879 (-39%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin17th percentile

Revenue

Up

$81,431

Up $6,625 (+8.9%) from 2023

Expenses

Up

$100,310

Up $35,881 (+56%) from 2023

Net Income

Down

-$18,879

Down $29,256 (-282%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth15th 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

2024

Assets$29,793
Liabilities-
Net Assets$29,793
Open 2024 Filing

Operations Trend

Revenue Growth58th 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

2024

Revenue$81,431
Expenses$100,310
Net Income-$18,879
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Nov 18, 2024
Return Version
2023v5.1
Gross Receipts
$160,876
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 Pay79th percentile

Employees

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

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Boosterthon$123,013$123,013$40,448$82,565
Store and Misc$36,656$36,656$38,997$-2,341
Total Events$159,669$159,669$79,445$80,224
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
2024-11-18
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 $1842”

Other Expenses.1012

“Insurance $282”

Other Expenses.1

“PROGRAM EXPENSES $2137”

Other Expenses.2

“RENT $2026”

Other Expenses.3

“PAYAL FEES $238”

Other Expenses.4

“HISTORIAN $164”

Other Expenses.5

“MEMBERSHIP EXPENSE $151”

Other Expenses.6

“BANK FEES $11”

Raw XML Appendix159 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/PhoneNum09516609289
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt035185 Briggs Rd
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0MURRIETA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092563
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt048672
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt029793
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt01207
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-18879
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt093459
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt048672
IRS990EZ/Form990TotalAssetsGrp/EOYAmt029793
IRS990EZ/FundraisingGrossIncomeAmt0159669
IRS990EZ/GrossReceiptsAmt0160876
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt048672
IRS990EZ/NetAssetsOrFundBalancesEOYAmt029793
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt048672
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt029793
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/PersonNm2BECCA WOODS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MEGGAN WOOD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt06851
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/SpecialEventsDirectExpensesAmt079445
IRS990EZ/SpecialEventsNetIncomeLossAmt080224
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt0100310
IRS990EZ/TotalRevenueAmt081431
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0102
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt076
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0178
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/PublicSupportTotal509Amt0178
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0102
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt076
IRS990ScheduleA/Total509Grp/TotalAmt0178
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0102
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt076
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0178
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt079445
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0BOOSTERTHON
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0STORE AND MISC
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt0123013
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt036656
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0159669
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt0123013
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt036656
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0159669
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt080224
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt079445
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt040448
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt038997
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $1842
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Insurance $282
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PROGRAM EXPENSES $2137
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3RENT $2026
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4PAYAL FEES $238
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5HISTORIAN $164
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6MEMBERSHIP EXPENSE $151
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7BANK FEES $11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.6
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0AMY CARNEVALE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-18
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/ReturnTs02024-11-18T10:54:24-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$29,793
Liabilities
-
Net assets
$29,793
Revenue
$81,431
Expenses
$100,310
Net income
-$18,879
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