Civic Intelligence

Hope Elementary School PTA

990EZ • Fiscal year 2024 • EIN 33-0257873

Jul 01, 2023 to Jun 30, 2024 • Filed on Oct 10, 2024

Organization Profilewww.hope.schoolloop.com

Refreshing map…

3010 Tamarack AvenueCarlsbad, CA 92010

(760) 822-4288

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

57th percentile

0.00x

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

58th percentile

7.6%

Higher net margin than 58% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

71st percentile

18%

Faster asset growth than 71% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

12th percentile

-45%

Faster revenue growth than 12% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$39,591

Up $5,943 (+18%) from 2023

Net Assets

Up

$39,591

Up $5,943 (+18%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin58th percentile

Revenue

Down

$36,932

Down $30,441 (-45%) from 2023

Expenses

Down

$34,123

Down $23,528 (-41%) from 2023

Net Income

Down

$2,809

Down $6,913 (-71%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth71st 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 2024: $39,591Liabilities 2024: $0Net Assets 2024: $39,5912024Assets 2025: $36,517Liabilities 2025: $0Net Assets 2025: $36,5172025

Highlighted filing

2024

Assets$39,591
Liabilities$0
Net Assets$39,591
Open 2024 Filing

Operations Trend

Revenue Growth12th 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 2024: $36,932Expenses 2024: $34,123Net Income 2024: $2,8092024Revenue 2025: $41,428Expenses 2025: $44,502Net Income 2025: -$3,0742025

Highlighted filing

2024

Revenue$36,932
Expenses$34,123
Net Income$2,809
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Oct 10, 2024
Return Version
2023v5.1
Gross Receipts
$71,077
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-$67,773
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Juliann GarciaPresidentPT$0--
Juliann HodgkinsSecretary-$0--
Derek BurkhardTreasurer-$0--
Laura SmithVP-$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
2024-10-10
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

Description of other revenue Part I line 8

“Description AmountWrite-Off Checks 559Prior Year Transactions 15Membership 784”

Description of other expenses Part I line 16

“Description AmountPayment Processing Fees 1,262CUC Dues 40Insurance 282Office Supplies 224Leadership Training 50Department of Justice Fees 81ToolKit 750Storage Box (One-Time) 3,965Prior Year Transactions 75Unallocated Admin 474”

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

“Description AmountChange in Beg Assets 3,134”

Raw XML Appendix158 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/BenefitsPaidToOrForMembersAmt026425
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/BOYAmt033648
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt039591
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt03413
IRS990EZ/CostOfGoodsSoldAmt018623
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt02809
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0495
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt033648
IRS990EZ/Form990TotalAssetsGrp/EOYAmt039591
IRS990EZ/FundraisingGrossIncomeAmt034125
IRS990EZ/GrossProfitLossSlsOfInvntryAmt04340
IRS990EZ/GrossReceiptsAmt071077
IRS990EZ/GrossSalesOfInventoryAmt022963
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt01271
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt033648
IRS990EZ/NetAssetsOrFundBalancesEOYAmt039591
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt033648
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt039591
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/PersonNm0Juliann Garcia
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Juliann Hodgkins
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Derek Burkhard
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Laura Smith
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VP
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt03134
IRS990EZ/OtherExpensesTotalAmt07203
IRS990EZ/OtherRevenueTotalAmt01358
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Support student enrichment art music
IRS990EZ/ProgramServiceRevenueAmt07947
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Support student enrichment, art, music, dance and newsletter for the entire student body
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt067773
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt015522
IRS990EZ/SpecialEventsNetIncomeLossAmt018603
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt034123
IRS990EZ/TotalProgramServiceExpensesAmt067773
IRS990EZ/TotalRevenueAmt036932
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0www.hope.schoolloop.com
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt04684
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt011724
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt024744
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt04751
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt026868
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt072771
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt072771
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt04684
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt011724
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt024744
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt04751
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt026868
IRS990ScheduleA/Total509Grp/TotalAmt072771
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt04684
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt011724
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt024744
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt04751
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt026868
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt072771
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/AllStatesCd0All States
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0All Events
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountWrite-Off Checks 559Prior Year Transactions 15Membership 784
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description AmountPayment Processing Fees 1,262CUC Dues 40Insurance 282Office Supplies 224Leadership Training 50Department of Justice Fees 81ToolKit 750Storage Box (One-Time) 3,965Prior Year Transactions 75Unallocated Admin 474
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Description AmountChange in Beg Assets 3,134
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other revenue Part I line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other changes in net assets or fund balances Part I line 20
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0Derek Burkhard
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum07608224288
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-10-10
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/IRSResponsiblePrtyInfoCurrInd0true
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/PreparationDt02024-11-01
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Lisa Bruhn
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02024-11-02T01:33:14-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$39,591
Liabilities
$0
Net assets
$39,591
Revenue
$36,932
Expenses
$34,123
Net income
$2,809
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
2024Detailed filing. Detailed filing data is available for this year.$39.6$0.00$39.6$36.9$34.1$2.81
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