Civic Intelligence

Marine View Middle School Ptsa

990EZ • Fiscal year 2016 • EIN 33-0250515

Jul 01, 2015 to Jun 30, 2016 • Filed on Nov 11, 2016

5682 Tilburg DriveHuntington Beach, CA 92649

(714) 585-1631

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 2016

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2016

Net Margin

85th percentile

32%

Higher net margin than 85% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

84th percentile

48%

Faster asset growth than 84% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

66th percentile

12%

Faster revenue growth than 66% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Up

$46,289

Up $15,108 (+48%) from 2015

Net Assets

Up

$46,289

Up $15,108 (+48%) from 2015

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$47,868

Up $5,294 (+12%) from 2015

Expenses

Down

$32,760

Down $29,616 (-47%) from 2015

Net Income

Up

$15,108

Up $34,910 (+176%) from 2015

Historical Trend

Balance Sheet Trend

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

$60K$40K$20K$0Assets 2015: $31,181Net Assets 2015: $31,1812015Assets 2016: $46,289Net Assets 2016: $46,2892016Assets 2017: $40,183Net Assets 2017: $40,1832017Assets 2018: $47,159Net Assets 2018: $47,1592018

Highlighted filing

2016

Assets$46,289
Liabilities-
Net Assets$46,289

Operations Trend

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

$100K$50K$0-$50KRevenue 2015: $42,574Expenses 2015: $62,376Net Income 2015: -$19,8022015Revenue 2016: $47,868Expenses 2016: $32,760Net Income 2016: $15,1082016Revenue 2017: $42,121Expenses 2017: $48,227Net Income 2017: -$6,1062017Revenue 2018: $47,894Expenses 2018: $40,918Net Income 2018: $6,9762018

Highlighted filing

2016

Revenue$47,868
Expenses$32,760
Net Income$15,108
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Nov 11, 2016
Return Version
2015v2.1
Gross Receipts
$74,884
Mission and Program Overview

Mission

To promote the welfare of children and youth in home, school, community and place of worship; raise the standards of home life; to secure adequate laws for the care and protection of children and youth; to bring into closer relation the home and the school, that parents and teachers may cooperate intelligently in the education of children and youth; and to develop between educators and the general public such united efforts as well as security for all children and youth the highest advantages in physical, mental, social and spiritual education.

Program Services

DescriptionGrantsExpenses
PROVIDE HOSPITALITY TO TEACHERS, LIBRARY SUPPORT, GRADE-LEVEL SUPPLIES AND STUDENT WELFARE FOR APPROXIMATELY 650 STUDENTS.-$13,251
GRANTS TO MARINE VIEW MIDDLE SCHOOL FOR CURRICULUM AND INTSTRUCTIONAL SUPPLIES, CHROMEBOOKS, STORAGE BIN AND REPLACEMENT EZ-UP FOR APPROXIMATELY 650 STUDENTS.-$12,380
PROVIDED ACTIVITIES FOR EIGHTH GRADE FOR APPROXIMATELY 120 STUDENTS.-$5,947
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
LISA RUDYPresident-$0--
RACHEL HESSExecutive VP-$0--
ESTHEL RAMOS-CHUNGSecretary-$0--
MELISSA KIMBROUGHTreasurer-$0--
JULIE BERNSTEINAuditor-$0--
GABRIELLE BAKLAYANHistorian-$0--
CHRISTINE FAUBERTParliamentar-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Magazine Sales$43,756$43,756$19,011$24,745
Spaghetti Night$18,312$13,420$3,310$10,110
Total Events$62,068$57,176$25,734$31,442
Filing and Contact Details

Filer

Filer Name
Marine View Middle School Ptsa
EIN
33-0250515
Phone
7145851631
Address
5682 TILBURG DRIVE, HUNTINGTON BEACH, CA 92649

Signing Officer

Name
Lisa Rudy
Title
President
Phone
7145851631
Signed
2016-11-11
Discuss with paid preparer
Yes

Preparer

Firm
Howard P Watkins CPA
Address
20422 BEACH BLVD STE 405, HUNTINGTON BEACH, CA 92648-4378
Preparer
Howard P Watkins
Phone
7149646224
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

Expenses conferences/meetings 50 insurance 216 membership 50 8th grade promotion 5,947 hospitality 1,462 school activities 1,500 bank charges 28 operating expenses 488 library 1,978 classroom incentives 1,827 grade level events exp 484 grade level supplies 6,000 grant to marine view ms 12,380 total 32,410

Form 990-ez, Part III

To promote the welfare of children and youth in home, school, community and place of worship; raise the standards of home life; to secure adequate laws for the care and protection of children and youth; to bring into closer relation the home and the school, that parents and teachers may cooperate intelligently in the education of children and youth; and to develop between educators and the general public such united efforts as well as security for all children and youth the highest advantages in physical, mental, social and spiritual education.

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IRS990EZ/PrimaryExemptPurposeTxt0TO PROMOTE THE WELFARE OF CHILDREN AND YOUTH IN HOME, SCHOOL, COMMUNITY AND PLACE OF WORSHIP; RAISE THE STANDARDS OF HOME LIFE; TO SECURE ADEQUATE LAWS FOR THE CARE AND PROTECTION OF CHILDREN AND YOUTH; TO BRING INTO CLOSER RELATION THE HOME AND THE SCHOOL, THAT PARENTS AND TEACHERS MAY COOPERATE INTELLIGENTLY IN THE EDUCATION OF CHILDREN AND YOUTH; AND TO DEVELOP BETWEEN EDUCATORS AND THE GENERAL PUBLIC SUCH UNITED EFFORTS AS WELL AS SECURITY FOR ALL CHILDREN AND YOUTH THE HIGHEST ADVANTAGES IN PHYSICAL, MENTAL, SOCIAL AND SPIRITUAL EDUCATION.
IRS990EZ/ProgramServiceRevenueAmt05484
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDED ACTIVITIES FOR EIGHTH GRADE FOR APPROXIMATELY 120 STUDENTS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1GRANTS TO MARINE VIEW MIDDLE SCHOOL FOR CURRICULUM AND INTSTRUCTIONAL SUPPLIES, CHROMEBOOKS, STORAGE BIN AND REPLACEMENT EZ-UP FOR APPROXIMATELY 650 STUDENTS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2PROVIDE HOSPITALITY TO TEACHERS, LIBRARY SUPPORT, GRADE-LEVEL SUPPLIES AND STUDENT WELFARE FOR APPROXIMATELY 650 STUDENTS.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES CONFERENCES/MEETINGS 50 INSURANCE 216 MEMBERSHIP 50 8TH GRADE PROMOTION 5,947 HOSPITALITY 1,462 SCHOOL ACTIVITIES 1,500 BANK CHARGES 28 OPERATING EXPENSES 488 LIBRARY 1,978 CLASSROOM INCENTIVES 1,827 GRADE LEVEL EVENTS EXP 484 GRADE LEVEL SUPPLIES 6,000 GRANT TO MARINE VIEW MS 12,380 TOTAL 32,410
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1TO PROMOTE THE WELFARE OF CHILDREN AND YOUTH IN HOME, SCHOOL, COMMUNITY AND PLACE OF WORSHIP; RAISE THE STANDARDS OF HOME LIFE; TO SECURE ADEQUATE LAWS FOR THE CARE AND PROTECTION OF CHILDREN AND YOUTH; TO BRING INTO CLOSER RELATION THE HOME AND THE SCHOOL, THAT PARENTS AND TEACHERS MAY COOPERATE INTELLIGENTLY IN THE EDUCATION OF CHILDREN AND YOUTH; AND TO DEVELOP BETWEEN EDUCATORS AND THE GENERAL PUBLIC SUCH UNITED EFFORTS AS WELL AS SECURITY FOR ALL CHILDREN AND YOUTH THE HIGHEST ADVANTAGES IN PHYSICAL, MENTAL, SOCIAL AND SPIRITUAL EDUCATION.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART III
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LISA RUDY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07145851631
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-11-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MARINE VIEW MIDDLE SCHOOL PTSA
ReturnHeader/Filer/BusinessNameControlTxt0MARI
ReturnHeader/Filer/EIN0330250515
ReturnHeader/Filer/PhoneNum07145851631
ReturnHeader/Filer/USAddress/AddressLine1Txt05682 TILBURG DRIVE
ReturnHeader/Filer/USAddress/CityNm0HUNTINGTON BEACH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092649
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0300290064
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt020422 BEACH BLVD STE 405
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HUNTINGTON BEACH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0926484378
ReturnHeader/PreparerPersonGrp/PhoneNum07149646224
ReturnHeader/PreparerPersonGrp/PreparationDt02016-11-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0HOWARD P WATKINS
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02016-11-13T17:04:02-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

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