Civic Intelligence

La Costa Meadows School Parent Teachers Organization

990 • Fiscal year 2017 • EIN 33-0254169

Jul 01, 2016 to Jun 30, 2017 • Filed on May 15, 2018

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

(760) 290-2121

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

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

Liabilities / Revenue

58th percentile

0.00x

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

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

Net Margin

50th percentile

3.1%

Higher net margin than 50% 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

52nd percentile

3.0%

Faster asset growth than 52% of similar nonprofits.

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

Revenue Growth

61st percentile

8.7%

Faster revenue growth than 61% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets58th percentile

Assets

$258,329

No earlier filing loaded for comparison.

Net Assets

$257,876

No earlier filing loaded for comparison.

Liabilities

$453

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin50th percentile

Revenue

$245,865

No earlier filing loaded for comparison.

Expenses

$238,182

No earlier filing loaded for comparison.

Net Income

$7,683

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth52nd 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

2017

Assets$258,329
Liabilities$453
Net Assets$257,876
Open 2017 Filing

Operations Trend

Revenue Growth61st 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

2017

Revenue$245,865
Expenses$238,182
Net Income$7,683
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
May 15, 2018
Return Version
2016v3.1
Gross Receipts
$335,889
Mission and Program Overview

Mission

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

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$200,188$225,262▲ $25,074
Cash and Non-Interest-Bearing Accounts$50,645$33,067▼ $17,578
Total Assets$250,833$258,329▲ $7,496
Liabilities
Other Liabilities$640$453▼ $187
Total Liabilities$640$453▼ $187
Net Assets / Fund Balance
Unrestricted Net Assets$250,193$257,876▲ $7,683
Total Net Assets Fund Balance$250,193$257,876▲ $7,683
Total Liabilities and Net Assets / Fund Balance$250,833$258,329▲ $7,496
Compensation and Service Providers
Top Officer Pay76th percentile

Board Members and Trustees

NameTitle
Cindi HermanCo-president
Vicki BrownCo-president
Michele ShaverActivities D
Wendy TweedSecretary
Leeanne LeonTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$78,871
Program Service Revenue
$35,761
Investment Income
$74
Other Revenue
$131,159
All Other Contributions
$78,871
Change in Net Assets
$7,683
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$101,312
Grants and Similar Amounts Paid$100,213
Total Fundraising Expense$42,529
Professional Fundraising Fees$36,657
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$100,213--$100,213
All Other Expenses$41,688$114$5,872$47,674
Fees for Services Professional Fundraising--$36,657$36,657
Other Expenses$9,016--$9,016
Fees for Services Other-$1,986-$1,986
Insurance-$630-$630
Fees for Services Accounting-$525-$525
Total Functional Expenses$192,398$3,255$42,529$238,182
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
San Marcos Unified School DistrictSan Marcos, CAGovInstructional Suppli$63,100
San Marcos Unified School DistrictSan Marcos, CAGovLibrary Books$7,852
San Marcos Unified School DistrictSan Marcos, CAGovLearning Software$7,000
San Marcos Unified School DistrictSan Marcos, CAGovLearning Software$6,500
San Marcos Unified School DistrictSan Marcos, CAGovEducational$5,900
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
Yes

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$221,183
Fundraising Direct Expenses$90,024
Professional Fundraising Fees$36,657

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Halloween Carni$91,480$91,480$42,604$48,876
Dolphin Dash$87,959$87,959$8,837$79,122
Total Events$204,151$204,151$83,066$121,085
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Other Liabilities$453
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
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, Page 6, Part VI, Line 11B

“The executive board reviews the return at their executive meeting before filing.”

Form 990, Page 6, Part VI, Line 19

“Governing documents and financial information is made available to members and school families at general membership meetings.”

Filing and Contact Details

Filer

Filer Name
La Costa Meadows School
EIN
33-0254169
Phone
7602902121
Address
6889 EL FUERTE STREET, CARLSBAD, CA 92009

Signing Officer

Name
Leeanne Leon
Title
Treasurer
Phone
7602902121
Signed
2018-05-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Cindi Herman
Formed
1992
Legal Domicile
CA
Voting Board Members
11
Independent Board Members
11
Employees
0
Volunteers
100

Preparer

Firm
HACKETT METSKER & OSWALD CPA'S
Address
5741 PALMER WAY SUITE A, CARLSBAD, CA 92010-7248
Preparer
Joanne Goddard-hackett
Phone
7604389500
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 24E

“Student council & yearboo 7,686 0 0 library support 7,199 0 0 awards & recognition 6,775 0 0 equipment for school 5,994 0 0 wave incentives 0 0 5,872 biz town participation 3,440 0 0 educational assemblies 3,418 0 0 small programs 2,379 0 0 staff & volunteer support 1,724 0 0 running program 906 0 0 track team 767 0 0 safety/peace patrol 648 0 0 science program 400 0 0 character education 213 0 0 technology support 139 0 0 box tops costs 0 64 0 tax filing fees 0 50 0 total 41,688 114 5,872”

Raw XML AppendixShowing 400 of 408 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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IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt042604
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt08837
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IRS990ScheduleI/RecipientTable/CashGrantAmt16500
IRS990ScheduleI/RecipientTable/CashGrantAmt263100
IRS990ScheduleI/RecipientTable/CashGrantAmt35900
IRS990ScheduleI/RecipientTable/CashGrantAmt47852
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IRS990ScheduleI/RecipientTable/IRCSectionDesc1GOV
IRS990ScheduleI/RecipientTable/IRCSectionDesc2GOV
IRS990ScheduleI/RecipientTable/IRCSectionDesc3GOV
IRS990ScheduleI/RecipientTable/IRCSectionDesc4GOV
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0LEARNING SOFTWARE
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1LEARNING SOFTWARE
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2INSTRUCTIONAL SUPPLI
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt3EDUCATIONAL
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt4LIBRARY BOOKS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0SAN MARCOS UNIFIED SCHOOL DISTRICT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1SAN MARCOS UNIFIED SCHOOL DISTRICT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2SAN MARCOS UNIFIED SCHOOL DISTRICT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3SAN MARCOS UNIFIED SCHOOL DISTRICT
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IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0255 PICO AVE 250
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1255 PICO AVE 250
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt2255 PICO AVE 250
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt3255 PICO AVE 250
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt4255 PICO AVE 250
IRS990ScheduleI/RecipientTable/USAddress/CityNm0SAN MARCOS
IRS990ScheduleI/RecipientTable/USAddress/CityNm1SAN MARCOS
IRS990ScheduleI/RecipientTable/USAddress/CityNm2SAN MARCOS
IRS990ScheduleI/RecipientTable/USAddress/CityNm3SAN MARCOS
IRS990ScheduleI/RecipientTable/USAddress/CityNm4SAN MARCOS
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IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd2CA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd3CA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd4CA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd092069
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd192069
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd292069
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd392069
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IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE EXECUTIVE BOARD REVIEWS THE RETURN AT THEIR EXECUTIVE MEETING BEFORE FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1GOVERNING DOCUMENTS AND FINANCIAL INFORMATION IS MADE AVAILABLE TO MEMBERS AND SCHOOL FAMILIES AT GENERAL MEMBERSHIP MEETINGS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2STUDENT COUNCIL & YEARBOO 7,686 0 0 LIBRARY SUPPORT 7,199 0 0 AWARDS & RECOGNITION 6,775 0 0 EQUIPMENT FOR SCHOOL 5,994 0 0 WAVE INCENTIVES 0 0 5,872 BIZ TOWN PARTICIPATION 3,440 0 0 EDUCATIONAL ASSEMBLIES 3,418 0 0 SMALL PROGRAMS 2,379 0 0 STAFF & VOLUNTEER SUPPORT 1,724 0 0 RUNNING PROGRAM 906 0 0 TRACK TEAM 767 0 0 SAFETY/PEACE PATROL 648 0 0 SCIENCE PROGRAM 400 0 0 CHARACTER EDUCATION 213 0 0 TECHNOLOGY SUPPORT 139 0 0 BOX TOPS COSTS 0 64 0 TAX FILING FEES 0 50 0 TOTAL 41,688 114 5,872
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART IX, LINE 24E
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IRS990/TerminateOperationsInd0false
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IRS990/TotalContributionsAmt078871
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IRS990/TotalFunctionalExpensesGrp/FundraisingAmt042529
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt03255
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0192398
IRS990/TotalFunctionalExpensesGrp/TotalAmt0238182
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0640
IRS990/TotalLiabilitiesEOYAmt0453
IRS990/TotalLiabilitiesGrp/BOYAmt0640
IRS990/TotalLiabilitiesGrp/EOYAmt0453
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0250193
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0257876
IRS990/TotalProgramServiceExpensesAmt0192398
IRS990/TotalProgramServiceRevenueAmt035761
IRS990/TotalRevenueGrp/ExclusionAmt0166994
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0245865
IRS990/TotalVolunteersCnt0100
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0250833
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0258329
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IRS990/TypeOfOrganizationAssocInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0250193
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0257876
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt011
IRS990/VotingMembersIndependentCnt011
IRS990/WebsiteAddressTxt0HTTP://WWW.SMUSD.ORG/DOMAIN/559
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LEEANNE LEON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07602902121
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LA COSTA MEADOWS SCHOOL
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0PARENT TEACHERS ORGANIZATION
ReturnHeader/Filer/BusinessNameControlTxt0LACO
ReturnHeader/Filer/EIN0330254169
ReturnHeader/Filer/PhoneNum07602902121
ReturnHeader/Filer/USAddress/AddressLine1Txt06889 EL FUERTE STREET
ReturnHeader/Filer/USAddress/CityNm0CARLSBAD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
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ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HACKETT METSKER & OSWALD CPA'S
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05741 PALMER WAY SUITE A
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CARLSBAD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0920107248

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$258,329
Liabilities
$453
Net assets
$257,876
Revenue
$245,865
Expenses
$238,182
Net income
$7,683
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
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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
2017Detailed filing. Detailed filing data is available for this year.$2.58$0.00$2.58$2.46$2.38$0.08