Civic Intelligence

Hope Elementary School PTA

990EZ • Fiscal year 2017 • EIN 33-0257873

Jul 01, 2016 to Jun 30, 2017 • Filed on Nov 08, 2017

Organization Profilewww.hope.schoolloop.com

Refreshing map…

3010 Tamarack AvenueCarlsbad, CA 92010

(760) 331-5900

Siviq Scores

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

Liabilities / Assets

54th percentile

0.00x

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

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

Liabilities / Revenue

54th percentile

0.00x

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

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

Net Margin

8th percentile

-50%

Higher net margin than 8% of similar nonprofits.

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

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% 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

16th percentile

-28%

Faster asset growth than 16% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2017

Revenue Growth

13th percentile

-38%

Faster revenue growth than 13% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2017

Balance Sheet
Liabilities / Assets54th percentile

Assets

Down

$29,290

Down $50,491 (-63%) from 2014

Net Assets

Down

$29,290

Down $50,491 (-63%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue54th percentileNet Margin8th percentile

Revenue

Down

$10,925

Down $34,790 (-76%) from 2014

Expenses

Up

$16,385

Up $16,090 (+5454%) from 2014

Net Income

Down

-$5,460

Down $50,880 (-112%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth16th percentile

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

$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

2017

Assets$29,290
Liabilities$0
Net Assets$29,290
Open 2017 Filing

Operations Trend

Revenue Growth13th percentile

Revenue, expenses, and net income across loaded years, with this 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

2017

Revenue$10,925
Expenses$16,385
Net Income-$5,460
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Nov 8, 2017
Return Version
2016v3.0
Gross Receipts
$47,904
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-$35,227
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jamie MillerPresidentPT$0--
Kat MorrowEx VP-$0--
Tina CarterTreasurer-$0--
Stacey BrusSecretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
All Events$47,546$47,546$35,227$12,319
Total Events$47,546$47,546$35,227$12,319
Filing and Contact Details

Filer

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

Signing Officer

Name
Tina Carter
Title
Treasurer
Phone
7603315900
Signed
2017-11-08
Discuss with paid preparer
No

Preparer

Firm
Tax Preparation Services
Address
2755 Jefferson Street Suite 102, Carlsbad, CA 92008
Preparer
Gregory Hood
Phone
7604384590
Raw XML Appendix156 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
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IRS990EZ/BooksInCareOfDetail/PersonNm0Tina Carter
IRS990EZ/BooksInCareOfDetail/PhoneNum07603315900
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt03010 Tamarack Avenue
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Carlsbad
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092010
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt034750
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IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
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IRS990EZ/ExcessOrDeficitForYearAmt0-5460
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IRS990EZ/GrossReceiptsAmt047904
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0230
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt034750
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IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt029290
IRS990EZ/OccupancyRentUtltsAndMaintAmt015900
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Jamie Miller
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Kat Morrow
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Tina Carter
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Stacey Brus
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Ex VP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
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/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Support student enrichment art music dance and newsletter for the entire student body
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt035227
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt036979
IRS990EZ/SpecialEventsNetIncomeLossAmt010695
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt016385
IRS990EZ/TotalProgramServiceExpensesAmt035227
IRS990EZ/TotalRevenueAmt010925
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0www.hope.schoolloop.com
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt012089
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt04235
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt028340
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt032837
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt025818
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0103319
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0103319
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt012089
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt04235
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt028340
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt032837
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt025818
IRS990ScheduleA/Total509Grp/TotalAmt0103319
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt012089
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt04235
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt028340
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt032837
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt025818
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0103319
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/AllStatesCd0All States
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt035227
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0All Events
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt047546
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt047546
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt047546
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IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt035227
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt035227
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0Tina Carter
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum07603315900
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-08
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
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ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0104.190.2.177
ReturnHeader/FilingSecurityInformation/IPDt02017-11-11
ReturnHeader/FilingSecurityInformation/IPTm018:27:13
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0043839469
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Tax Preparation Services
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02755 Jefferson Street Suite 102
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Carlsbad
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092008
ReturnHeader/PreparerPersonGrp/PhoneNum07604384590
ReturnHeader/PreparerPersonGrp/PreparationDt02017-11-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Gregory Hood
ReturnHeader/ReturnTs02017-11-11T18:24:53-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$29,290
Liabilities
$0
Net assets
$29,290
Revenue
$10,925
Expenses
$16,385
Net income
-$5,460
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