Civic Intelligence

Newport Heights Elementary PTA

EIN 33-0293031 • 501(c)3 • Newport Beach, CA

Profile

PUBLIC SCHOOL PTA

300 E 15th StreetNewport Beach, CA 92663

n/A

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2025

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2025

Net Margin

37th percentile

-4.3%

Higher net margin than 37% 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

49th percentile

-2.2%

Faster asset growth than 49% of similar nonprofits.

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

Revenue Growth

36th percentile

-16%

Faster revenue growth than 36% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$77,498

Down $1,760 (-2.2%) from 2024

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$77,498

Down $1,760 (-2.2%) from 2024

Operations
Liabilities / RevenueScore unavailableNet Margin37th percentile

Revenue

Down

$41,154

Down $8,093 (-16%) from 2024

Expenses

Up

$42,914

Up $9,446 (+28%) from 2024

Net Income

Down

-$1,760

Down $17,539 (-111%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth49th percentile

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

$80K$60K$40K$20K$0Assets 2018: $57,155Net Assets 2018: $57,1552018Assets 2019: $51,907Net Assets 2019: $51,9072019Assets 2020: $43,040Net Assets 2020: $43,0402020Assets 2021: $48,229Net Assets 2021: $48,2292021Assets 2022: $62,067Net Assets 2022: $62,0672022Assets 2023: $63,479Net Assets 2023: $63,4792023Assets 2024: $79,258Net Assets 2024: $79,2582024Assets 2025: $77,498Net Assets 2025: $77,4982025

Highlighted filing

2025

Assets$77,498
Liabilities-
Net Assets$77,498
Open 2025 Filing

Operations Trend

Revenue Growth36th percentile

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

$100K$50K$0-$50KRevenue 2018: $62,245Expenses 2018: $90,349Net Income 2018: -$28,1042018Revenue 2019: $63,564Expenses 2019: $68,812Net Income 2019: -$5,2482019Revenue 2020: $35,388Expenses 2020: $44,255Net Income 2020: -$8,8672020Revenue 2021: $16,326Expenses 2021: $11,137Net Income 2021: $5,1892021Revenue 2022: $38,744Expenses 2022: $24,906Net Income 2022: $13,8382022Revenue 2023: $25,343Expenses 2023: $23,931Net Income 2023: $1,4122023Revenue 2024: $49,247Expenses 2024: $33,468Net Income 2024: $15,7792024Revenue 2025: $41,154Expenses 2025: $42,914Net Income 2025: -$1,7602025

Highlighted filing

2025

Revenue$41,154
Expenses$42,914
Net Income-$1,760
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$77,498
Liabilities
-
Net assets
$77,498
Revenue
$41,154
Expenses
$42,914
Net income
-$1,760
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$77.5$77.5$41.2$42.9$1.76
2024Detailed filing. Detailed filing data is available for this year.$79.3$79.3$49.2$33.5$15.8
2023Detailed filing. Detailed filing data is available for this year.$63.5$63.5$25.3$23.9$1.41
2022Detailed filing. Detailed filing data is available for this year.$62.1$62.1$38.7$24.9$13.8
2021Detailed filing. Detailed filing data is available for this year.$48.2$48.2$16.3$11.1$5.19
2020Detailed filing. Detailed filing data is available for this year.$43.0$43.0$35.4$44.3$8.87
2019Detailed filing. Detailed filing data is available for this year.$51.9$51.9$63.6$68.8$5.25
2018Detailed filing. Detailed filing data is available for this year.$57.2$57.2$62.2$90.3$28.1
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Nov 11, 2025
Return Version
2024v5.0
Gross Receipts
$82,054
Mission and Program Overview

Mission

PUBLIC SCHOOL PTA

Program Services

DescriptionGrantsExpenses
ORGANIZED EXCLUSIVELY FOR CHARITABLE, SCIENTIFIC, LITERARY OR EDUCATIONAL PURPOSES.-$42,914
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KELLY WAITEPresident-$0--
JENNA BARTO-COLLINSVice Preside-$0--
LINDSAY COLUCCIOAuditor-$0--
NICHOLE WORTHINGTONCommunicatio-$0--
HALI PICKETTFinancial Se-$0--
AMANDA MAHLSTADTWays & Means-$0--
ESMERALDA KRETZUWays & Means-$0--
JEANNINE JONESTreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Olympics/jog a$25,000$25,000-$25,000
School Play$23,472$23,472$27,961$-4,489
Total Events$48,472$48,472$27,961$20,511
Filing and Contact Details

Filer

Filer Name
Newport Heights Elementary Pta
EIN
33-0293031
Phone
9495156970
Address
300 E 15TH STREET, NEWPORT BEACH, CA 92663

Signing Officer

Name
Jeannine Jones
Title
Treasurer
Phone
9494139076
Signed
2025-11-11
Discuss with paid preparer
Yes

Preparer

Firm
Amd Accounting
Address
20 EXECUTIVE PARK 100, IRVINE, CA 92614
Preparer
Adam Dayton
Phone
9494120592
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses administrative exp/oh 2,404 school assemblies 5,220 house shirts 16,199 field trips 4,000 staff appreciation 3,138 play ground equipment 491 upper grade planners 1,862 support to school 9,600 total 42,914”

Raw XML Appendix163 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/OfficerDirectorTrusteeEmplGrp/PersonNm0KELLY WAITE
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2AUDITOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3COMMUNICATIO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4FINANCIAL SE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5WAYS & MEANS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6WAYS & MEANS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt042914
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
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IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PUBLIC SCHOOL PTA
IRS990EZ/ProgramServiceRevenueAmt050
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IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
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IRS990EZ/TotalRevenueAmt041154
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0175
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0953
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IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0OLYMPICS/JOG A
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES ADMINISTRATIVE EXP/OH 2,404 SCHOOL ASSEMBLIES 5,220 HOUSE SHIRTS 16,199 FIELD TRIPS 4,000 STAFF APPRECIATION 3,138 PLAY GROUND EQUIPMENT 491 UPPER GRADE PLANNERS 1,862 SUPPORT TO SCHOOL 9,600 TOTAL 42,914
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JEANNINE JONES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09494139076
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-11
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ReturnHeader/Filer/BusinessNameControlTxt0NEWP
ReturnHeader/Filer/EIN0330293031
ReturnHeader/Filer/PhoneNum09495156970
ReturnHeader/Filer/USAddress/AddressLine1Txt0300 E 15TH STREET
ReturnHeader/Filer/USAddress/CityNm0NEWPORT BEACH
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ReturnHeader/PreparerPersonGrp/PhoneNum09494120592
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ADAM DAYTON
ReturnHeader/ReturnTs02025-11-14T16:17:03-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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