Civic Intelligence

Hope Elementary School PTA

990EZ • Fiscal year 2019 • EIN 33-0257873

Jul 01, 2018 to Jun 30, 2019 • Filed on Nov 05, 2019

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

55th percentile

0.00x

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

55th percentile

0.00x

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

6th percentile

-67%

Higher net margin than 6% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

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.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

11th percentile

-40%

Faster asset growth than 11% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

82nd percentile

37%

Faster revenue growth than 82% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Assets

Down

$19,460

Down $13,144 (-40%) from 2018

Net Assets

Down

$19,460

Down $13,144 (-40%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue

Up

$26,355

Up $7,157 (+37%) from 2018

Expenses

Up

$44,133

Up $28,618 (+184%) from 2018

Net Income

Down

-$17,778

Down $21,461 (-583%) from 2018

Historical Trend

Balance Sheet Trend

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

2019

Assets$19,460
Liabilities$0
Net Assets$19,460

Operations Trend

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

2019

Revenue$26,355
Expenses$44,133
Net Income-$17,778
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Nov 5, 2019
Return Version
2018v3.1
Gross Receipts
$43,821
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-$27,947
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jamie MillerPresidentPT$0--
Nhi TranEx VP-$0--
Stacey BrusTreasurer-$0--
Tina CarterSecretary-$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
Stacey Brus
Title
Treasurer
Phone
7603315900
Signed
2019-11-05
Discuss with paid preparer
No

Preparer

Firm
Tax Preparation Service
Address
2755 Jefferson Street Suite 102, Carlsbad, CA 92008
Preparer
Lisa Bruhn
Phone
7607297444
Supplemental Narrative

Additional Explanations

Other changes in net assets or fund balances Part I line 20

Description AmountChange in Beg Assets 4,634

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
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IRS990EZ/BenefitsPaidToOrForMembersAmt044133
IRS990EZ/BooksInCareOfDetail/PersonNm0Stacey Brus
IRS990EZ/BooksInCareOfDetail/PhoneNum07603315900
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt03010 Tamarack Avenue
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Carlsbad
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092010
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt032604
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt019460
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt010083
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-17778
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt032604
IRS990EZ/Form990TotalAssetsGrp/EOYAmt019460
IRS990EZ/FundraisingGrossIncomeAmt033330
IRS990EZ/GrossReceiptsAmt043821
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0408
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt032604
IRS990EZ/NetAssetsOrFundBalancesEOYAmt019460
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt032604
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt019460
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt13.00
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/PersonNm0Jamie Miller
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Nhi Tran
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Stacey Brus
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Tina Carter
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/OtherChangesInNetAssetsAmt04634
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/ProgramServiceExpensesAmt027947
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt017466
IRS990EZ/SpecialEventsNetIncomeLossAmt015864
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt044133
IRS990EZ/TotalProgramServiceExpensesAmt027947
IRS990EZ/TotalRevenueAmt026355
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0www.hope.schoolloop.com
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt043821
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt015622
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt012089
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt04235
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt028340
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0104107
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0104107
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt043821
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt015622
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt012089
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt04235
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt028340
IRS990ScheduleA/Total509Grp/TotalAmt0104107
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt043821
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt015622
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt012089
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt04235
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt028340
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0104107
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/AllStatesCd0All States
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0All Events
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountChange in Beg Assets 4,634
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other changes in net assets or fund balances Part I line 20
ReturnHeader/BuildTS02020-03-31 21:24:44Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0Stacey Brus
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum07603315900
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-05
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/FilingSecurityInformation/AtSubmissionCreationDeviceId0BFC169E3F6425741AA36ABE36513D285824300C9
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ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId03070222019311kw5jjug
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02019-11-07
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0104.190.2.177
ReturnHeader/FilingSecurityInformation/IPDt02019-11-07
ReturnHeader/FilingSecurityInformation/IPTm019:42:51
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0832928123
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Tax Preparation Service
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02755 Jefferson Street Suite 102
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Carlsbad
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092008
ReturnHeader/PreparerPersonGrp/PhoneNum07607297444
ReturnHeader/PreparerPersonGrp/PreparationDt02019-11-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Lisa Bruhn
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02019-11-07T19:41:04-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

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Filings