Civic Intelligence

La Costa Meadows School Parent Teachers Organization

990 • Fiscal year 2020 • EIN 33-0254169

Jul 01, 2019 to Jun 30, 2020 • Filed on Nov 23, 2020

Organization ProfileWWW.SMUSD.ORG/DOMAIN/559
6889 El Fuerte StreetCarlsbad, CA 92009

(858) 699-5312

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

Higher debt load relative to assets than 59% of similar nonprofits.

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

Liabilities / Revenue

58th percentile

0.00x

Higher debt load relative to revenue than 58% of similar nonprofits.

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

Net Margin

36th percentile

-2.4%

Higher net margin than 36% 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

26th percentile

-11%

Faster asset growth than 26% of similar nonprofits.

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

Revenue Growth

90th percentile

63%

Faster revenue growth than 90% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$241,552

Down $31,338 (-11%) from 2019

Net Assets

Down

$240,628

Down $30,260 (-11%) from 2019

Liabilities

Down

$924

Down $1,078 (-54%) from 2019

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin36th percentile

Revenue

Up

$260,199

Up $100,885 (+63%) from 2019

Expenses

Up

$266,388

Up $89,958 (+51%) from 2019

Net Income

Up

-$6,189

Up $10,927 (+64%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth26th percentile

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

$300K$200K$100K$0Assets 2017: $258,329Liabilities 2017: $453Net Assets 2017: $257,8762017Assets 2019: $272,890Liabilities 2019: $2,002Net Assets 2019: $270,8882019Assets 2020: $241,552Liabilities 2020: $924Net Assets 2020: $240,6282020Assets 2022: $214,788Liabilities 2022: $924Net Assets 2022: $213,8642022Assets 2024: $241,277Liabilities 2024: $0Net Assets 2024: $241,2772024

Highlighted filing

2020

Assets$241,552
Liabilities$924
Net Assets$240,628
Open 2020 Filing

Operations Trend

Revenue Growth90th percentile

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

$300K$200K$100K$0-$100KRevenue 2017: $245,865Expenses 2017: $238,182Net Income 2017: $7,6832017Revenue 2019: $159,314Expenses 2019: $176,430Net Income 2019: -$17,1162019Revenue 2020: $260,199Expenses 2020: $266,388Net Income 2020: -$6,1892020Revenue 2022: $248,998Expenses 2022: $237,206Net Income 2022: $11,7922022Revenue 2024: $255,502Expenses 2024: $264,348Net Income 2024: -$8,8462024

Highlighted filing

2020

Revenue$260,199
Expenses$266,388
Net Income-$6,189
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Nov 23, 2020
Return Version
2019v5.1
Gross Receipts
$260,199
Mission and Program Overview

Mission

Support for students, families, and staff of la costa meadows elementary school

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$117,129$136,023▲ $18,894
Savings and Temporary Cash Investments$155,416$100,484▼ $54,932
Total Assets$272,890$241,552▼ $31,338
Other Assets Total$345$5,045▲ $4,700
Liabilities
Other Liabilities$2,002$924▼ $1,078
Total Liabilities$2,002$924▼ $1,078
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$270,888$240,628▼ $30,260
Total Net Assets Fund Balance$270,888$240,628▼ $30,260
Total Liabilities and Net Assets / Fund Balance$272,890$241,552▼ $31,338

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$35--
Compensation and Service Providers
Top Officer Pay76th percentile

Board Members and Trustees

NameTitle
Kerry KressPassive Fundraising Co-chair
Robin ConnellPassive Fundraising Co-chair
Cindi HermanCo-past President
Vickie BrownCo-past President
Carolyn GallupPresident
Jamila GowdyCo- Treasurer
Michele ShaverCo-active Fundraising
Kellie JensenCo-activities
Stephanie RichardsonCo-activities
Gretchen FosterCo-communications
Vicki PyleCo-communications
Celina DyeCo-recording Secretary
Lauren KingCo-recording Secretary
Lisa GenzelCo-treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$260,131
Program Service Revenue
$0
Investment Income
$68
Other Revenue
$0
All Other Contributions
$26,987
Change in Net Assets
$-6,189
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$266,388
Total Fundraising Expense$114,399
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
All Other Expenses$108,467$5,450-$113,917
Other Expenses$16,236-$114,399$16,236
Total Functional Expenses$146,539$5,450$114,399$266,388
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Dolphin Dash$108,711$108,711$48,049$60,662
Carnival$74,660$74,660$44,260$30,400
Total Events$233,973$233,973$114,399$119,574
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Library Carryover Funds$924
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990 governing body review Part VI line 11

“Form 990, part vi, line 11b - organizations process to review form 990the executive board reviews the return at their executive meeting beforefiling.”

Governing documents etc available to public Part VI line 19

“Form 990, part vi, line 19 - governing documents disclosure explanationgoverning documents and financial information is made available to membersand school families at general membership meetings.”

Filing and Contact Details

Filer

Filer Name
La Costa Meadows School Pto
EIN
33-0254169
Address
6889 EL FUERTE STREET, CARLSBAD, CA 92009

Signing Officer

Name
Jamila Gowdy
Title
Co- Treasurer
Phone
8586995312
Signed
2020-11-23
Discuss with paid preparer
Yes

Organization Details

Formed
1992
Legal Domicile
CA
Voting Board Members
10
Independent Board Members
10
Employees
0

Preparer

Firm
Coast to Coast Tax Service
Address
2434 AUTO PARK WAY STE 100, Escondido, CA 92029
Preparer
James H Stevens Iii Ea
Phone
7607391040
Supplemental Narrative

Additional Explanations

List of other expenses Part IX line 24E

“Salary donations____________________90,700student programs/recognition________13,028teacher supplies____________________2,471pto activites_______________________2,268bank fees___________________________2,853tax return____________________________625insurance_____________________________630misc________________________________1,129retirement/bereavment__________________26returned checks________________________39scholarship___________________________500supplies_____________________________(157)yearbooks____________________________(194)rounding_____________________________(001)”

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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$241,552
Liabilities
$924
Net assets
$240,628
Revenue
$260,199
Expenses
$266,388
Net income
-$6,189
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.41$0.00$2.41$2.56$2.64$0.09
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.15$0.01$2.14$2.49$2.37$0.12
2020Detailed filing. Detailed filing data is available for this year.$2.42$0.01$2.41$2.60$2.66$0.06
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.73$0.02$2.71$1.59$1.76$0.17
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.58$0.00$2.58$2.46$2.38$0.08
Peer Organizations

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