Civic Intelligence

Marine View Middle School Ptsa

990EZ • Fiscal year 2017 • EIN 33-0250515

Jul 01, 2016 to Jun 30, 2017 • Filed on Nov 06, 2017

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 2017

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2017

Net Margin

19th percentile

-14%

Higher net margin than 19% of similar nonprofits.

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

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.

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

Asset Growth

26th percentile

-13%

Faster asset growth than 26% of similar nonprofits.

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

Revenue Growth

31st percentile

-12%

Faster revenue growth than 31% of similar nonprofits.

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

Assets

Down

$40,183

Down $6,106 (-13%) from 2016

Net Assets

Down

$40,183

Down $6,106 (-13%) from 2016

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$42,121

Down $5,747 (-12%) from 2016

Expenses

Up

$48,227

Up $15,467 (+47%) from 2016

Net Income

Down

-$6,106

Down $21,214 (-140%) from 2016

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

2017

Assets$40,183
Liabilities-
Net Assets$40,183

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

2017

Revenue$42,121
Expenses$48,227
Net Income-$6,106
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Nov 6, 2017
Return Version
2016v3.0
Gross Receipts
$46,386
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
GRANTS TO MARINE VIEW MIDDLE SCHOOL FOR CURRICULUM AND INTSTRUCTIONAL SUPPLIES, HOMEWORK CLUB, ROBOTICS COURSE AND 2 CHROMEBOOK CARTS WITH 36 COMPUTERS EACH FOR APPROXIMATELY 650 STUDENTS.-$30,173
PROVIDE HOSPITALITY TO TEACHERS, LIBRARY SUPPORT, GRADE-LEVEL SUPPLIES AND STUDENT WELFARE FOR APPROXIMATELY 650 STUDENTS.-$12,487
PROVIDED ACTIVITIES FOR EIGHTH GRADE FOR APPROXIMATELY 120 STUDENTS. FUNDING OF PROGRAMS FOR ENTIRE SCHOOL.-$4,561
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--
JENN HESTERHistorian-$0--
CHRISTINE FAUBERTParliamentar-$0--
SARAH ARROYOFinancial Se-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Magazine Sales$29,781$29,781-$29,781
Spaghetti Night$8,945$6,133-$6,133
Total Events$38,726$35,914$2,632$33,282
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
2017-11-06
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 124 insurance 221 8th grade promotion 4,561 hospitality 1,522 school activities 913 bank charges 32 operating expenses 279 library 1,500 classroom incentives 1,781 grade level events exp 771 grade level supplies 6,000 grant to marine view ms 8,291 needs assessment fund 21,882 total 47,877

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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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/OtherExpensesTotalAmt047877
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1GRANTS TO MARINE VIEW MIDDLE SCHOOL FOR CURRICULUM AND INTSTRUCTIONAL SUPPLIES, HOMEWORK CLUB, ROBOTICS COURSE AND 2 CHROMEBOOK CARTS WITH 36 COMPUTERS EACH 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 124 INSURANCE 221 8TH GRADE PROMOTION 4,561 HOSPITALITY 1,522 SCHOOL ACTIVITIES 913 BANK CHARGES 32 OPERATING EXPENSES 279 LIBRARY 1,500 CLASSROOM INCENTIVES 1,781 GRADE LEVEL EVENTS EXP 771 GRADE LEVEL SUPPLIES 6,000 GRANT TO MARINE VIEW MS 8,291 NEEDS ASSESSMENT FUND 21,882 TOTAL 47,877
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/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LISA RUDY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07145851631
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-06
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
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt020422 BEACH BLVD STE 405
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HUNTINGTON BEACH
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ReturnHeader/PreparerPersonGrp/PhoneNum07149646224
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ReturnHeader/PreparerPersonGrp/PreparerPersonNm0HOWARD P WATKINS
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02017-11-08T12:14:44-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

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