Civic Intelligence

Hope Elementary School PTA

990EZ • Fiscal year 2021 • EIN 33-0257873

Jul 01, 2020 to Jun 30, 2021 • Filed on Nov 15, 2021

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

53rd percentile

0.00x

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

54th percentile

0.00x

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Net Margin

4th percentile

-238%

Higher net margin than 4% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

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.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

13th percentile

-31%

Faster asset growth than 13% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

9th percentile

-73%

Faster revenue growth than 9% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Assets

Down

$14,235

Down $6,266 (-31%) from 2020

Net Assets

Down

$14,235

Down $6,266 (-31%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue

Down

$2,547

Down $6,757 (-73%) from 2020

Expenses

Up

$8,616

Up $354 (+4.3%) from 2020

Net Income

Down

-$6,069

Down $7,111 (-682%) from 2020

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

2021

Assets$14,235
Liabilities$0
Net Assets$14,235

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

2021

Revenue$2,547
Expenses$8,616
Net Income-$6,069
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Nov 15, 2021
Return Version
2020v4.1
Gross Receipts
$4,751
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-$8,616
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jennifer MattucciTreasurer-$0--
Filing and Contact Details

Filer

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

Signing Officer

Name
Jennifer Mattucci
Title
Treasurer
Phone
7603315900
Signed
2021-11-15
Discuss with paid preparer
No

Preparer

Firm
Tax Preparation Service
Address
2755 Jefferson St Ste 102, Carlsbad, CA 92008
Preparer
Lisa Bruhn
Phone
7605837081
Supplemental Narrative

Additional Explanations

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

Description AmountChange in Beg Assets (197)

Raw XML Appendix130 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/BenefitsPaidToOrForMembersAmt08616
IRS990EZ/BooksInCareOfDetail/PersonNm0Jennifer Mattucci
IRS990EZ/BooksInCareOfDetail/PhoneNum07603315900
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt03010 Tamarack Avenue
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Carlsbad
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092010
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt020501
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt014235
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt01293
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-6069
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt020501
IRS990EZ/Form990TotalAssetsGrp/EOYAmt014235
IRS990EZ/FundraisingGrossIncomeAmt02834
IRS990EZ/GrossReceiptsAmt04751
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0624
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt020501
IRS990EZ/NetAssetsOrFundBalancesEOYAmt014235
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt020501
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt014235
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Jennifer Mattucci
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt0-197
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/ProgramServiceExpensesAmt08616
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt02204
IRS990EZ/SpecialEventsNetIncomeLossAmt0630
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt08616
IRS990EZ/TotalProgramServiceExpensesAmt08616
IRS990EZ/TotalRevenueAmt02547
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0www.hope.schoolloop.com
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt04751
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt026868
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt043821
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt015622
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt012089
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0103151
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0103151
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt04751
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt026868
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt043821
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt015622
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt012089
IRS990ScheduleA/Total509Grp/TotalAmt0103151
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt04751
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt026868
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt043821
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt015622
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt012089
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0103151
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountChange in Beg Assets (197)
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other changes in net assets or fund balances Part I line 20
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd000
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0Jennifer Mattucci
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum07603315900
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-15
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/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/PreparationDt02021-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Lisa Bruhn
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02021-11-15T17:13:24-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Jennifer
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Mattucci
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

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