Civic Intelligence

Flora Vista Elementary PTA

990EZ • Fiscal year 2020 • EIN 33-0104629

Jul 01, 2019 to Jun 30, 2020 • Filed on Apr 28, 2020

1690 Wandering RoadEncinitas, CA 92024

(760) 944-4329

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 2020

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2020

Net Margin

46th percentile

2.6%

Higher net margin than 46% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

50th percentile

3.5%

Faster asset growth than 50% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

57th percentile

-7.2%

Faster revenue growth than 57% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Assets

Up

$65,009

Up $2,170 (+3.5%) from 2019

Net Assets

Up

$65,009

Up $2,170 (+3.5%) from 2019

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$84,093

Down $6,485 (-7.2%) from 2019

Expenses

Down

$81,923

Down $34,133 (-29%) from 2019

Net Income

Up

$2,170

Up $27,648 (+109%) from 2019

Historical Trend

Balance Sheet Trend

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

$100K$50K$0Assets 2010: $41,705Net Assets 2010: $41,7052010Assets 2011: $51,119Net Assets 2011: $51,1192011Assets 2014: $58,872Net Assets 2014: $58,8722014Assets 2016: $61,690Net Assets 2016: $61,6902016Assets 2017: $89,639Net Assets 2017: $89,6392017Assets 2018: $88,317Net Assets 2018: $88,3172018Assets 2019: $62,839Net Assets 2019: $62,8392019Assets 2020: $65,009Net Assets 2020: $65,0092020Assets 2021: $70,896Net Assets 2021: $70,8962021Assets 2022: $85,123Net Assets 2022: $85,1232022Assets 2023: $64,956Net Assets 2023: $64,9562023Assets 2024: $87,544Net Assets 2024: $87,5442024Assets 2025: $91,846Net Assets 2025: $91,8462025

Highlighted filing

2020

Assets$65,009
Liabilities-
Net Assets$65,009

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$150K$100K$50K$0-$50KRevenue 2010: $79,646Expenses 2010: $78,283Net Income 2010: $1,3632010Revenue 2011: $82,221Expenses 2011: $72,807Net Income 2011: $9,4142011Revenue 2014: $98,852Expenses 2014: $111,315Net Income 2014: -$12,4632014Revenue 2016: $99,413Expenses 2016: $83,039Net Income 2016: $16,3742016Revenue 2017: $91,182Expenses 2017: $63,233Net Income 2017: $27,9492017Revenue 2018: $89,040Expenses 2018: $90,362Net Income 2018: -$1,3222018Revenue 2019: $90,578Expenses 2019: $116,056Net Income 2019: -$25,4782019Revenue 2020: $84,093Expenses 2020: $81,923Net Income 2020: $2,1702020Revenue 2021: $65,855Expenses 2021: $59,969Net Income 2021: $5,8862021Revenue 2022: $66,972Expenses 2022: $52,745Net Income 2022: $14,2272022Revenue 2023: $118,273Expenses 2023: $138,440Net Income 2023: -$20,1672023Revenue 2024: $134,376Expenses 2024: $111,788Net Income 2024: $22,5882024Revenue 2025: $114,698Expenses 2025: $110,397Net Income 2025: $4,3012025

Highlighted filing

2020

Revenue$84,093
Expenses$81,923
Net Income$2,170
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Apr 28, 2020
Return Version
2019v5.0
Gross Receipts
$105,805
Mission and Program Overview

Mission

Our mission is to positively impact the lives of all children and families.

Program Services

DescriptionGrantsExpenses
TO ENRICH THE LEARNING OF STUDENTS$19,712$49,750
TO PROMOTE THE WELFARE OF THE STUDENTS-$23,464
TO SUPPORT THE STAFF AND INCREASE HOME/COMMUNITY INVOLVEMENT-$4,926
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MELISSA MCKAYPresidentPT$0--
STEPHANIE PETERSVice PresidePT$0--
HEATHER AGUILARTreasurerPT$0--
CATRINA STANLEYAuditorPT$0--
CATHY ATKINSSecretaryPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Jog-a-thon$44,147$44,147$2,647$41,500
Cookie Dough CA$8,452$8,452$4,298$4,154
Total Events$64,179$64,179$21,712$42,467
Filing and Contact Details

Filer

Filer Name
Flora Vista Elementary Pta
EIN
33-0104629
Phone
7609444329
Address
1690 WANDERING ROAD, ENCINITAS, CA 92024

Signing Officer

Name
Stephanie Peters
Title
Vice President
Phone
7609444329
Signed
2020-04-28

Preparer

Firm
Carlsbad Certified Public Accountants
Address
5741 PALMER WAY SUITE A, CARLSBAD, CA 92010-7248
Preparer
Joanne Goddard-hackett
Phone
7604389500
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10

North coastal council admin support 20

Form 990-ez, Part I, Line 10

Name: encinitas union school district address: 101 s. Rancho santa fe rd encinitas, ca 92024 cash contribution: 11,277

Form 990-ez, Part I, Line 16

Expenses office 1,123 insurance 232 bank charges 12 donation drive exp 429 paypal/square fees 1,443 tax filing fees 25 art program 900 family communication 1,951 flora vista reads 863 science enrichment 657 spelling bee 541 vapa enrichment 386 family nights 2,763 6th grade promotion 2,068 socials for students 8,784 playground partners 8,025 garden program 9,175 back to school coffee 548 hospitality 865 staff appreciation 768 grade level programs 1,478 other small programs 920 school site support 794 health and wellness progr 1,074 soar - spec ed outreach 750 teacher supplies 15,118 total 61,692

Raw XML Appendix186 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 PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3AUDITOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt061692
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0OUR MISSION IS TO POSITIVELY IMPACT THE LIVES OF ALL CHILDREN AND FAMILIES.
IRS990EZ/PrintingPublicationsPostageAmt014
IRS990EZ/ProgramServiceRevenueAmt02593
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO ENRICH THE LEARNING OF STUDENTS
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2TO SUPPORT THE STAFF AND INCREASE HOME/COMMUNITY INVOLVEMENT
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt019712
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt123464
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt24926
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt021712
IRS990EZ/SpecialEventsNetIncomeLossAmt042467
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt081923
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IRS990EZ/TotalRevenueAmt084093
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0WWW.FVPTA.ORG
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt039026
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt044300
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt033305
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt033163
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt034841
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0184635
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt07
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IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt0328443
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt07
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt011580
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0NORTH COASTAL COUNCIL ADMIN SUPPORT 20
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NAME: ENCINITAS UNION SCHOOL DISTRICT ADDRESS: 101 S. RANCHO SANTA FE RD ENCINITAS, CA 92024 CASH CONTRIBUTION: 11,277
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2EXPENSES OFFICE 1,123 INSURANCE 232 BANK CHARGES 12 DONATION DRIVE EXP 429 PAYPAL/SQUARE FEES 1,443 TAX FILING FEES 25 ART PROGRAM 900 FAMILY COMMUNICATION 1,951 FLORA VISTA READS 863 SCIENCE ENRICHMENT 657 SPELLING BEE 541 VAPA ENRICHMENT 386 FAMILY NIGHTS 2,763 6TH GRADE PROMOTION 2,068 SOCIALS FOR STUDENTS 8,784 PLAYGROUND PARTNERS 8,025 GARDEN PROGRAM 9,175 BACK TO SCHOOL COFFEE 548 HOSPITALITY 865 STAFF APPRECIATION 768 GRADE LEVEL PROGRAMS 1,478 OTHER SMALL PROGRAMS 920 SCHOOL SITE SUPPORT 794 HEALTH AND WELLNESS PROGR 1,074 SOAR - SPEC ED OUTREACH 750 TEACHER SUPPLIES 15,118 TOTAL 61,692
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 16
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0STEPHANIE PETERS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07609444329
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-04-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FLORA VISTA ELEMENTARY PTA
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0OF CA CONGRESS OF PARENTSTEACHER
ReturnHeader/Filer/BusinessNameControlTxt0FLOR
ReturnHeader/Filer/EIN0330104629
ReturnHeader/Filer/PhoneNum07609444329
ReturnHeader/Filer/USAddress/AddressLine1Txt01690 WANDERING ROAD
ReturnHeader/Filer/USAddress/CityNm0ENCINITAS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092024
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0261081736
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CARLSBAD CERTIFIED PUBLIC ACCOUNTANTS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05741 PALMER WAY SUITE A
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CARLSBAD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0920107248
ReturnHeader/PreparerPersonGrp/PhoneNum07604389500
ReturnHeader/PreparerPersonGrp/PreparationDt02021-04-27
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOANNE GODDARD-HACKETT
ReturnHeader/ReturnTs02021-05-05T11:13:38-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

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