Civic Intelligence

Samuel E Talbert Middle School PTO

990EZ • Fiscal year 2018 • EIN 33-0009079

Jul 01, 2017 to Jun 30, 2018 • Filed on Feb 16, 2019

Organization ProfileN/A
9101 Brabham DrHuntington Beach, CA 92646-2764

(714) 402-2630

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

54th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

54th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

48th percentile

2.2%

Higher net margin than 48% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2018

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2018

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2018

Balance Sheet
Liabilities / Assets54th percentile

Assets

$29,786

No earlier filing loaded for comparison.

Net Assets

$29,786

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue54th percentileNet Margin48th percentile

Revenue

$46,919

No earlier filing loaded for comparison.

Expenses

$45,877

No earlier filing loaded for comparison.

Net Income

$1,042

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

2018

Assets$29,786
Liabilities$0
Net Assets$29,786
Open 2018 Filing

Operations Trend

Revenue GrowthScore unavailable

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

2018

Revenue$46,919
Expenses$45,877
Net Income$1,042
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Feb 16, 2019
Return Version
2017v2.2
Gross Receipts
$69,162
Mission and Program Overview

Mission

Child advocacy and enrichment

Program Services

DescriptionGrantsExpenses
SOCIAL SPORTS & EDUCATIONAL ENRICHMENT ACTIVITIES TO SUPPORT SAMUEL E TALBERT MIDDLE SCHOOL-$45,877
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
NICOLA WEISSPresident-$0--
ROBIN ORRVice President Of Membership-$0--
ERICA LUNDQUISTSecretary-$0--
SUSAN LAIRDTreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Step It Up$27,167$27,167$13,709$13,458
Color Run$12,664$12,664$3,282$9,382
Total Events$64,612$64,612$22,243$42,369
Filing and Contact Details

Filer

Filer Name
Samuel E Talbert Middle School Pto
EIN
33-0009079
Address
9101 BRABHAM DR, HUNTINGTON BEACH, CA 92646-2764

Signing Officer

Name
Sue Laird
Title
Treasurer
Signed
2019-02-16
Discuss with paid preparer
No

Preparer

Firm
Steven M Fifield CPA
Address
11021 Winners Circle Suite 106, Los Alamitos, CA 90720
Preparer
Steven M Fifield CPA
Phone
7149953020
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

“Description AmountEMERGENCY DISASTER SUPPLIES 662HOSPITALITY 355INSURANCE 255LIBRARY EXPENSES 998NOON SPORTS LEAGUES 153GENERAL OPERATING EXPENSES 519SPORTS PROGRAMS 1,979ACCOUNTING 350SCHOOL CLUB SUPPORT 7,084SCIENCE PROGRAM SUPPORT 9748TH GRADE ACTIVITIES 5,481TEACHER SUPPLIES AND SUPPORT 2,800TECHNOLOGY SUPPORT 14,307OTHER STUDENT SUPPORT 4,859GOT REAL AWARDS 4,551MISCELLANEOUS 550”

Raw XML Appendix171 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.

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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT OF MEMBERSHIP
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IRS990EZ/OperateHospitalInd0false
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IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
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IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0CHILD ADVOCACY AND ENRICHMENT
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IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/TypeOfOrganizationCorpInd0X
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IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0423847
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt069162
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt024781
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IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt03282
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IRS990ScheduleG/SpecialFundraisingEventsInd0X
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ReturnHeader/FilingSecurityInformation/IPTm015:57:13
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt011021 Winners Circle Suite 106
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Los Alamitos
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ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02019-02-16T14:35:20-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$29,786
Liabilities
$0
Net assets
$29,786
Revenue
$46,919
Expenses
$45,877
Net income
$1,042
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