Civic Intelligence

Hope Elementary School PTA

EIN 33-0257873 • 501(c)3 • Carlsbad, CA

Profile

Support student enrichment art music

Refreshing map…

3010 Tamarack AvenueCarlsbad, CA 92010

www.hope.schoolloop.com

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

60th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

62nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2025

Net Margin

33rd percentile

-7.4%

Higher net margin than 33% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2025

Asset Growth

42nd percentile

-7.8%

Faster asset growth than 42% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

66th percentile

12%

Faster revenue growth than 66% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets60th percentile

Assets

Up

$36,517

Up $2,869 (+8.5%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$36,517

Up $2,869 (+8.5%) from 2023

Operations
Liabilities / Revenue62nd percentileNet Margin33rd percentile

Revenue

Down

$41,428

Down $25,945 (-39%) from 2023

Expenses

Down

$44,502

Down $13,149 (-23%) from 2023

Net Income

Down

-$3,074

Down $12,796 (-132%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth42nd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$80K$60K$40K$20K$0Assets 2012: $28,190Net Assets 2012: $28,1902012Assets 2014: $79,781Liabilities 2014: $0Net Assets 2014: $79,7812014Assets 2017: $29,290Liabilities 2017: $0Net Assets 2017: $29,2902017Assets 2018: $32,604Liabilities 2018: $0Net Assets 2018: $32,6042018Assets 2019: $19,460Liabilities 2019: $0Net Assets 2019: $19,4602019Assets 2020: $20,501Liabilities 2020: $0Net Assets 2020: $20,5012020Assets 2021: $14,235Liabilities 2021: $0Net Assets 2021: $14,2352021Assets 2022: $23,926Liabilities 2022: $0Net Assets 2022: $23,9262022Assets 2023: $33,648Liabilities 2023: $0Net Assets 2023: $33,6482023Assets 2025: $36,517Liabilities 2025: $0Net Assets 2025: $36,5172025

Highlighted filing

2025

Assets$36,517
Liabilities$0
Net Assets$36,517
Open 2025 Filing

Operations Trend

Revenue Growth66th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$100K$50K$0-$50KRevenue 2012: -$2,402Expenses 2012: $1,498Net Income 2012: -$3,9002012Revenue 2014: $45,715Expenses 2014: $295Net Income 2014: $45,4202014Revenue 2017: $10,925Expenses 2017: $16,385Net Income 2017: -$5,4602017Revenue 2018: $19,198Expenses 2018: $15,515Net Income 2018: $3,6832018Revenue 2019: $26,355Expenses 2019: $44,133Net Income 2019: -$17,7782019Revenue 2020: $9,304Expenses 2020: $8,262Net Income 2020: $1,0422020Revenue 2021: $2,547Expenses 2021: $8,616Net Income 2021: -$6,0692021Revenue 2022: $31,358Expenses 2022: $27,008Net Income 2022: $4,3502022Revenue 2023: $67,373Expenses 2023: $57,651Net Income 2023: $9,7222023Revenue 2025: $41,428Expenses 2025: $44,502Net Income 2025: -$3,0742025

Highlighted filing

2025

Revenue$41,428
Expenses$44,502
Net Income-$3,074
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZXML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$36,517
Liabilities
$0
Net assets
$36,517
Revenue
$41,428
Expenses
$44,502
Net income
-$3,074
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$36.5$0.00$36.5$41.4$44.5$3.07
2023Detailed filing. Detailed filing data is available for this year.$33.6$0.00$33.6$67.4$57.7$9.72
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$23.9$0.00$23.9$31.4$27.0$4.35
2021Detailed filing. Detailed filing data is available for this year.$14.2$0.00$14.2$2.55$8.62$6.07
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$20.5$0.00$20.5$9.30$8.26$1.04
2019Detailed filing. Detailed filing data is available for this year.$19.5$0.00$19.5$26.4$44.1$17.8
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$32.6$0.00$32.6$19.2$15.5$3.68
2017Detailed filing. Detailed filing data is available for this year.$29.3$0.00$29.3$10.9$16.4$5.46
2014Detailed filing. Detailed filing data is available for this year.$79.8$0.00$79.8$45.7$0.30$45.4
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$28.2$28.2$2.40$1.50$3.90
Latest Detailed Filing

The latest 2025 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2023 below.

Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Nov 12, 2023
Return Version
2022v5.0
Gross Receipts
$68,646
Mission and Program Overview

Mission

Support student enrichment art music

Program Services

DescriptionGrantsExpenses
Support student enrichment, art, music, dance and newsletter for the entire student body-$11,724
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Nicole MedranoPresidentPT$0--
Diana NiemannExecutive VP-$0--
Laura SmithSecretary-$0--
Derek BurkhardTreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
All Events----
Filing and Contact Details

Filer

Filer Name
Hope Elementary School PTA
EIN
33-0257873
Address
3010 Tamarack Avenue, Carlsbad, CA 92010

Signing Officer

Name
Derek Burkhard
Title
Treasurer
Phone
7608224288
Signed
2023-11-12
Discuss with paid preparer
Yes

Preparer

Firm
Tax Preparation Service
Address
2755 Jefferson St Ste 102, Carlsbad, CA 92008
Preparer
Client Copy
Phone
7605837081
Raw XML Appendix153 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BenefitsPaidToOrForMembersAmt057156
IRS990EZ/BooksInCareOfDetail/PersonNm0Derek Burkhard
IRS990EZ/BooksInCareOfDetail/PhoneNum07608224288
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt03010 Tamarack Avenue
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Carlsbad
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092010
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt023926
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt033648
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt012323
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt09722
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0495
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt023926
IRS990EZ/Form990TotalAssetsGrp/EOYAmt033648
IRS990EZ/FundraisingGrossIncomeAmt015397
IRS990EZ/GrossProfitLossSlsOfInvntryAmt08211
IRS990EZ/GrossReceiptsAmt068646
IRS990EZ/GrossSalesOfInventoryAmt08211
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt01269
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt023926
IRS990EZ/NetAssetsOrFundBalancesEOYAmt033648
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt023926
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt033648
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Nicole Medrano
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Diana Niemann
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Laura Smith
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Derek Burkhard
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Executive VP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Support student enrichment art music
IRS990EZ/ProgramServiceRevenueAmt031446
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Support student enrichment, art, music, dance and newsletter for the entire student body
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt011724
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt01273
IRS990EZ/SpecialEventsNetIncomeLossAmt014124
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt057651
IRS990EZ/TotalProgramServiceExpensesAmt011724
IRS990EZ/TotalRevenueAmt067373
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0www.hope.schoolloop.com
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt011724
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt024744
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt04751
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt026868
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt043821
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0111908
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0111908
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt011724
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt024744
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt04751
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt026868
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt043821
IRS990ScheduleA/Total509Grp/TotalAmt0111908
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt011724
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt024744
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt04751
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt026868
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt043821
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0111908
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/AllStatesCd0All States
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0All Events
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL2
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd000
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Derek Burkhard
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum07608224288
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Hope Elementary School PTA
ReturnHeader/Filer/BusinessNameControlTxt0HOPE
ReturnHeader/Filer/EIN0330257873
ReturnHeader/Filer/USAddress/AddressLine1Txt03010 Tamarack Avenue
ReturnHeader/Filer/USAddress/CityNm0Carlsbad
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092010
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0832928123
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Tax Preparation Service
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02755 Jefferson St Ste 102
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Carlsbad
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092008
ReturnHeader/PreparerPersonGrp/PhoneNum07605837081
ReturnHeader/PreparerPersonGrp/PreparationDt02023-11-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Client Copy
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02023-11-13T17:58:18-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Derek
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Burkhard
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

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