Civic Intelligence

Newhart Middle School PTA California Congress

EIN 33-0061903 • 501(c)3 • Mission Viejo, CA

Profile

To support the educational activities at newhart middle school

25001 Veterans WayMission Viejo, CA 92692-2735

www.newhartpta.com

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 2017

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2017

Net Margin

54th percentile

3.4%

Higher net margin than 54% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

60th percentile

3.5%

Faster asset growth than 60% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

37th percentile

-16%

Faster revenue growth than 37% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$35,844

Up $1,219 (+3.5%) from 2016

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Up

$35,844

Up $1,219 (+3.5%) from 2016

Operations
Liabilities / RevenueScore unavailableNet Margin54th percentile

Revenue

Down

$35,630

Down $6,913 (-16%) from 2016

Expenses

Up

$34,411

Up $10,447 (+44%) from 2016

Net Income

Down

$1,219

Down $17,360 (-93%) from 2016

Trend Graphs

Balance Sheet Trend

Asset Growth60th percentile

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

$40K$30K$20K$10K$0Assets 2014: $19,970Net Assets 2014: $19,9702014Assets 2015: $16,046Net Assets 2015: $16,0462015Assets 2016: $34,625Net Assets 2016: $34,6252016Assets 2017: $35,844Net Assets 2017: $35,8442017

Highlighted filing

2017

Assets$35,844
Liabilities-
Net Assets$35,844
Open 2017 Filing

Operations Trend

Revenue Growth37th percentile

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

$60K$40K$20K$0-$20KRevenue 2014: $51,100Expenses 2014: $57,874Net Income 2014: -$6,7742014Revenue 2015: $44,851Expenses 2015: $48,775Net Income 2015: -$3,9242015Revenue 2016: $42,543Expenses 2016: $23,964Net Income 2016: $18,5792016Revenue 2017: $35,630Expenses 2017: $34,411Net Income 2017: $1,2192017

Highlighted filing

2017

Revenue$35,630
Expenses$34,411
Net Income$1,219
Open 2017 Filing

Filings

Most recent year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$35,844
Liabilities
-
Net assets
$35,844
Revenue
$35,630
Expenses
$34,411
Net income
$1,219
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2017Detailed filing. Detailed filing data is available for this year.$35.8$35.8$35.6$34.4$1.22
2016Detailed filing. Detailed filing data is available for this year.$34.6$34.6$42.5$24.0$18.6
2015Detailed filing. Detailed filing data is available for this year.$16.0$16.0$44.9$48.8$3.92
2014Detailed filing. Detailed filing data is available for this year.$20.0$20.0$51.1$57.9$6.77
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Nov 4, 2017
Return Version
2016v3.0
Gross Receipts
$38,337
Mission and Program Overview

Mission

To support the educational activities at newhart middle school

Educational support, information and advocacy

Program Services

DescriptionGrantsExpenses
School Improvement-$17,665
Teacher and Departmental Support-$8,632
Student centered Programs-$5,180
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Vera CybulskiPresidentPT$0--
Tara CutlerTreasurerPT$0--
Sandra TruemanSecretary-$0--
Rochelle AlfordAuditor-$0--
Lisa MealiaHistorianPT$0--
Gretchen MarsMembership-$0--
Vicki TherrienSupport-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Bookfair$2,449$2,449$2,504$-55
Auction$2,208$2,208-$2,208
Total Events$4,657$4,657$2,504$2,153
Filing and Contact Details

Filer

Filer Name
Newhart Middle School PTA California Congress
EIN
33-0061903
Phone
9498560162
Address
25001 Veterans Way, Mission Viejo, CA 92692-2735

Signing Officer

Name
Kimberly Samuels-Bolin
Title
Treasurer 201718
Phone
9498560162
Signed
2017-11-04
Discuss with paid preparer
Yes

Preparer

Preparer
Elizabeth A Weber
Phone
9492909333
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 16, Other Expenses

“Fundraising 500”

Form 990-EZ, Part I, Line 16, Other Expenses

“Student Centered Programs 5,180”

Form 990-EZ, Part I, Line 16, Other Expenses

“School Improvement 17,665”

Form 990-EZ, Part I, Line 16, Other Expenses

“Teacher and Departmental Support 8,632”

Form 990-EZ, Part I, Line 16, Other Expenses

“PTA Insurance Expense 221”

Form 990-EZ, Part I, Line 16, Other Expenses

“PTA Hospitality Expense 263”

Form 990-EZ, Part I, Line 16, Other Expenses

“PTA Office Expense 1,111”

Raw XML Appendix202 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/TaxImposedUnderIRC4911Amt00
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990-EZ, Part I, Line 16, Other Expenses
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ReturnHeader/BuildTS02018-03-14 21:41:22Z
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ReturnHeader/ReturnTs02017-11-07T12:21:11-00:00
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ReturnHeader/TaxPeriodBeginDt02016-07-01
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ReturnHeader/TaxYr02016

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