Civic Intelligence

Samuel E Talbert Middle School PTO

990EZ • Fiscal year 2019 • EIN 33-0009079

Jul 01, 2018 to Jun 30, 2019 • Filed on Nov 13, 2019

Organization ProfileN/A
9101 Brabham DriveHuntington Beach, CA 92646

(714) 316-3063

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 2019

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2019

Net Margin

13th percentile

-26%

Higher net margin than 13% of similar nonprofits.

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

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2019

Asset Growth

7th percentile

-60%

Faster asset growth than 7% of similar nonprofits.

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

Revenue Growth

45th percentile

-1.8%

Faster revenue growth than 45% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$11,924

Down $17,862 (-60%) from 2018

Net Assets

Down

$11,924

Down $17,862 (-60%) from 2018

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin13th percentile

Revenue

Down

$46,091

Down $828 (-1.8%) from 2018

Expenses

Up

$58,256

Up $12,379 (+27%) from 2018

Net Income

Down

-$12,165

Down $13,207 (-1267%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth7th percentile

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

$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

2019

Assets$11,924
Liabilities-
Net Assets$11,924
Open 2019 Filing

Operations Trend

Revenue Growth45th percentile

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

2019

Revenue$46,091
Expenses$58,256
Net Income-$12,165
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Nov 13, 2019
Return Version
2018v3.1
Gross Receipts
$147,445
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-$55,893
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAVID WALSHPresident-$0--
ANGIE VANDERBURGHSecretary-$0--
SUE LAIRDTreasurer-$0--
SUSAN CASTELLANOSWays & Means-$0--
SANDI WOESTAuditor-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Scrips$71,805$71,805$70,880$925
Step It Up$21,540$21,540$10,460$11,080
Total Events$110,533$110,533$91,503$19,030
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
Auditor
Signed
2019-11-13
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 655 TOTAL 655”

Form 990-ez, Part I, Line 16

“Expenses supplies 3,056 steam 666 website 464 technology 10,000 sports transportation 713 conferences 533 insurance 255 eighth grade activities 5,857 accelerated reader 5,000 assemblies 500 gift to school 1,713 got real/year end awards 6,428 library 1,002 sports leagues 562 pe 1,088 school clubs 8,374 department expenses 2,976 sports programs 4,713 filing fees 195 credit card processing 255 hospitality 702 membership 176 total 55,228”

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/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/BOYAmt024089
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt011924
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0866
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-12165
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0813
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt024089
IRS990EZ/Form990TotalAssetsGrp/EOYAmt011924
IRS990EZ/FundraisingGrossIncomeAmt0133064
IRS990EZ/GrossReceiptsAmt0147445
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt05135
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt024089
IRS990EZ/NetAssetsOrFundBalancesEOYAmt011924
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt024089
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt011924
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt04.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt42.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0DAVID WALSH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ANGIE VANDERBURGH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2SUE LAIRD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3SUSAN CASTELLANOS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4SANDI WOEST
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3WAYS & MEANS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4AUDITOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt055228
IRS990EZ/OtherRevenueTotalAmt0655
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0CHILD ADVOCACY AND ENRICHMENT
IRS990EZ/PrintingPublicationsPostageAmt02215
IRS990EZ/ProgramServiceRevenueAmt07725
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SUPPORT SOCIAL, SPORTS AND EDUCATIONAL ENRICHMENT ACTIVITIES AT SAMUEL E TALBERT MIDDLE SCHOOL
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt055893
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt0101354
IRS990EZ/SpecialEventsNetIncomeLossAmt031710
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt058256
IRS990EZ/TotalProgramServiceExpensesAmt055893
IRS990EZ/TotalRevenueAmt046091
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt06001
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt04550
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt05105
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt04635
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt04928
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt025219
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0141444
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt064612
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt065637
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt090548
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt086338
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0448579
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0473798
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0147445
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt069162
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt070742
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt095183
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt091266
IRS990ScheduleA/Total509Grp/TotalAmt0473798
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0147445
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt069162
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt070742
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt095183
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt091266
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0473798
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt091503
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0SCRIPS
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0STEP IT UP
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt071805
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt021540
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt017188
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0110533
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt071805
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt021540
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt017188
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0110533
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt019030
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesOtherEventsAmt04735
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt04735
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt05428
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt086768
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt070880
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt010460
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0OTHER 655 TOTAL 655
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES SUPPLIES 3,056 STEAM 666 WEBSITE 464 TECHNOLOGY 10,000 SPORTS TRANSPORTATION 713 CONFERENCES 533 INSURANCE 255 EIGHTH GRADE ACTIVITIES 5,857 ACCELERATED READER 5,000 ASSEMBLIES 500 GIFT TO SCHOOL 1,713 GOT REAL/YEAR END AWARDS 6,428 LIBRARY 1,002 SPORTS LEAGUES 562 PE 1,088 SCHOOL CLUBS 8,374 DEPARTMENT EXPENSES 2,976 SPORTS PROGRAMS 4,713 FILING FEES 195 CREDIT CARD PROCESSING 255 HOSPITALITY 702 MEMBERSHIP 176 TOTAL 55,228
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
ReturnHeader/BuildTS02020-03-31 21:24:44Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SANDI WOEST
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0AUDITOR
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-13
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
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ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId01132F737BAC3FC8143A511C63C19C0D57F8AF19D
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0167.68.16.49
ReturnHeader/FilingSecurityInformation/IPDt02019-11-13
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm014:26:07
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/PreparationDt02019-11-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MELISSA KNUDTSON
ReturnHeader/ReturnTs02019-11-13T14:26:07-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$11,924
Liabilities
-
Net assets
$11,924
Revenue
$46,091
Expenses
$58,256
Net income
-$12,165
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