Civic Intelligence

Samuel E Talbert Middle School PTO

EIN 33-0009079 • 501(c)3 • Huntington Beach, CA

Profile

Child advocacy and enrichment

9101 Brabham DriveHuntington Beach, CA 92646

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 2019

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2019

Net Margin

20th percentile

-26%

Higher net margin than 20% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

15th percentile

-60%

Faster asset growth than 15% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

49th percentile

-1.8%

Faster revenue growth than 49% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $11,924 (-100%) from 2019

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$0

Down $11,924 (-100%) from 2019

Operations
Liabilities / RevenueScore unavailableNet Margin20th percentile

Revenue

Down

$28,382

Down $17,709 (-38%) from 2019

Expenses

Down

$40,306

Down $17,950 (-31%) from 2019

Net Income

Up

-$11,924

Up $241 (+2.0%) from 2019

Trend Graphs

Balance Sheet Trend

Asset Growth15th percentile

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

$30K$20K$10K$0Assets 2018: $29,786Liabilities 2018: $0Net Assets 2018: $29,7862018Assets 2019: $11,924Net Assets 2019: $11,9242019Assets 2020: $0Net Assets 2020: $02020

Highlighted filing

2020

Assets$0
Liabilities-
Net Assets$0
Open 2020 Filing

Operations Trend

Revenue Growth49th percentile

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

$60K$40K$20K$0-$20KRevenue 2018: $46,919Expenses 2018: $45,877Net Income 2018: $1,0422018Revenue 2019: $46,091Expenses 2019: $58,256Net Income 2019: -$12,1652019Revenue 2020: $28,382Expenses 2020: $40,306Net Income 2020: -$11,9242020

Highlighted filing

2020

Revenue$28,382
Expenses$40,306
Net Income-$11,924
Open 2020 Filing

Filings

Most recent year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$0
Liabilities
-
Net assets
$0
Revenue
$28,382
Expenses
$40,306
Net income
-$11,924
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2020Detailed filing. Detailed filing data is available for this year.$0.00$0.00$28.4$40.3$11.9
2019Detailed filing. Detailed filing data is available for this year.$11.9$11.9$46.1$58.3$12.2
2018Detailed filing. Detailed filing data is available for this year.$29.8$0.00$29.8$46.9$45.9$1.04
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Oct 22, 2020
Return Version
2019v5.0
Gross Receipts
$82,478
Mission and Program Overview

Mission

Child advocacy and enrichment

Program Services

DescriptionGrantsExpenses
SUPPORT SOCIAL, SPORTS AND EDUCATIONAL ENRICHMENT ACTIVITIES AT SAMUEL E TALBERT MIDDLE SCHOOL$13,496$37,579
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
REBECCA WHEELERPresident-$0--
KELLY WRIGHTSecretary-$0--
SANDI WOESTTreasurer-$0--
SUSAN CASTELLANOSVP Communica-$0--
SHERRI WHITCHERFinancial Se-$0--
PETRA ERLANDSONVP Membershi-$0--
DENISE JERGEHistorian-$0--
ALLISON READYAuditor-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Scrips$42,489$42,489$39,915$2,574
Step It Up$19,909$19,909$9,969$9,940
Total Events$62,398$62,398$49,884$12,514
Filing and Contact Details

Filer

Filer Name
Samuel E Talbert Middle School Pto
EIN
33-0009079
Address
9101 BRABHAM DRIVE, HUNTINGTON BEACH, CA 92646

Signing Officer

Name
Sandi Woest
Title
Treasurer
Phone
7143163063
Signed
2020-10-22
Discuss with paid preparer
Yes

Preparer

Firm
Mcginty Knudtson & Associates Llp
Address
20422 BEACH BLVD SUITE 450, HUNTINGTON BEACH, CA 92648
Preparer
Melissa Knudtson
Phone
7145367777
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8

“OTHER 565 TOTAL 565”

Form 990-ez, Part I, Line 10

“Name: talbert middle school pta address: 9101 brabham drive huntington beach, ca 92646 cash contribution: 13,496”

Form 990-ez, Part I, Line 16

“Expenses supplies 3,000 website 466 technology 640 sports transportation 203 conferences 478 accelerated reader 5,000 got real/year end awards 2,747 library 795 music class 1,160 pe 205 school clubs 7,025 department expenses 833 sports programs 1,977 filing fees 80 credit card processing 149 hospitality 1,142 membership 100 total 26,000”

Raw XML Appendix193 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/PersonNm0SANDI WOEST
IRS990EZ/BooksInCareOfDetail/PhoneNum07143163063
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt09101 BRABHAM DRIVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0HUNTINGTON BEACH
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092646
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt011924
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt02165
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-11924
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0810
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/FinalReturnInd0X
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt011924
IRS990EZ/Form990TotalAssetsGrp/EOYAmt00
IRS990EZ/FundraisingGrossIncomeAmt073739
IRS990EZ/GrantsAndSimilarAmountsPaidAmt013496
IRS990EZ/GrossReceiptsAmt082478
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt05900
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt011924
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt011924
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt6000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt7000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0REBECCA WHEELER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1KELLY WRIGHT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2SANDI WOEST
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3SUSAN CASTELLANOS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4SHERRI WHITCHER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5PETRA ERLANDSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6DENISE JERGE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7ALLISON READY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VP COMMUNICA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4FINANCIAL SE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5VP MEMBERSHI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6HISTORIAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7AUDITOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0true
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt026000
IRS990EZ/OtherRevenueTotalAmt0565
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0CHILD ADVOCACY AND ENRICHMENT
IRS990EZ/ProgramServiceRevenueAmt0109
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SUPPORT SOCIAL, SPORTS AND EDUCATIONAL ENRICHMENT ACTIVITIES AT SAMUEL E TALBERT MIDDLE SCHOOL
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt013496
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt037579
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt054096
IRS990EZ/SpecialEventsNetIncomeLossAmt019643
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt040306
IRS990EZ/TotalProgramServiceExpensesAmt037579
IRS990EZ/TotalRevenueAmt028382
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt02165
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt06001
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt04550
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt05105
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt04635
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt022456
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt080313
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0141444
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt064612
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt065637
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt090548
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0442554
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0465010
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt082478
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0147445
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt069162
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt070742
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt095183
IRS990ScheduleA/Total509Grp/TotalAmt0465010
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt082478
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0147445
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt069162
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt070742
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt095183
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0465010
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt049884
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0SCRIPS
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0STEP IT UP
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt042489
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt019909
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt062398
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt042489
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt019909
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt062398
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt012514
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt049884
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt039915
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt09969
IRS990ScheduleN/DirectorOfSuccessor2Ind0true
IRS990ScheduleN/DispositionOfAssetsDetail/AssetsDistriOrExpnssPaidDesc0DISSOLUTION
IRS990ScheduleN/DispositionOfAssetsDetail/BusinessName/BusinessNameLine1Txt0TALBERT MIDDLE SCHOOL PTA
IRS990ScheduleN/DispositionOfAssetsDetail/DistributionDt02020-06-30
IRS990ScheduleN/DispositionOfAssetsDetail/EIN0901509019
IRS990ScheduleN/DispositionOfAssetsDetail/FairMarketValueOfAssetAmt013496
IRS990ScheduleN/DispositionOfAssetsDetail/IRCSectionTxt0501C3
IRS990ScheduleN/DispositionOfAssetsDetail/MethodOfFMVDeterminationTxt0X
IRS990ScheduleN/DispositionOfAssetsDetail/USAddress/AddressLine1Txt09101 BRABHAM DRIVE
IRS990ScheduleN/DispositionOfAssetsDetail/USAddress/CityNm0HUNTINGTON BEACH
IRS990ScheduleN/DispositionOfAssetsDetail/USAddress/StateAbbreviationCd0CA
IRS990ScheduleN/DispositionOfAssetsDetail/USAddress/ZIPCd092646
IRS990ScheduleN/EmployeeOfSuccessor2Ind0false
IRS990ScheduleN/OwnerOfSuccessor2Ind0false
IRS990ScheduleN/ReceiveCompensation2Ind0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0OTHER 565 TOTAL 565
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NAME: TALBERT MIDDLE SCHOOL PTA ADDRESS: 9101 BRABHAM DRIVE HUNTINGTON BEACH, CA 92646 CASH CONTRIBUTION: 13,496
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2EXPENSES SUPPLIES 3,000 WEBSITE 466 TECHNOLOGY 640 SPORTS TRANSPORTATION 203 CONFERENCES 478 ACCELERATED READER 5,000 GOT REAL/YEAR END AWARDS 2,747 LIBRARY 795 MUSIC CLASS 1,160 PE 205 SCHOOL CLUBS 7,025 DEPARTMENT EXPENSES 833 SPORTS PROGRAMS 1,977 FILING FEES 80 CREDIT CARD PROCESSING 149 HOSPITALITY 1,142 MEMBERSHIP 100 TOTAL 26,000
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 16
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SANDI WOEST
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07143163063
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-10-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SAMUEL E TALBERT MIDDLE SCHOOL PTO
ReturnHeader/Filer/BusinessNameControlTxt0SAMU
ReturnHeader/Filer/EIN0330009079
ReturnHeader/Filer/USAddress/AddressLine1Txt09101 BRABHAM DRIVE
ReturnHeader/Filer/USAddress/CityNm0HUNTINGTON BEACH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092646
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId075CFD11B8D67614B115707B9D8EC8148EF31CE98
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0F77A460F43B629312126CACE0ED6241F30C89451
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt052.37.240.203
ReturnHeader/FilingSecurityInformation/IPDt02020-11-10
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm014:08:43
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0271848365
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MCGINTY KNUDTSON & ASSOCIATES LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt020422 BEACH BLVD SUITE 450
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HUNTINGTON BEACH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092648
ReturnHeader/PreparerPersonGrp/PhoneNum07145367777
ReturnHeader/PreparerPersonGrp/PreparationDt02020-11-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MELISSA KNUDTSON
ReturnHeader/ReturnTs02020-11-10T14:08:43-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.