Civic Intelligence

Newport Heights Elementary PTA

990EZ • Fiscal year 2018 • EIN 33-0293031

Jul 01, 2017 to Jun 30, 2018 • Filed on Nov 15, 2018

Organization ProfileN/A
300 E 15th StreetNewport Beach, CA 92663

(949) 722-8176

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2018

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2018

Net Margin

9th percentile

-45%

Higher net margin than 9% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2018

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2018

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

$57,155

No earlier filing loaded for comparison.

Net Assets

$57,155

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin9th percentile

Revenue

$62,245

No earlier filing loaded for comparison.

Expenses

$90,349

No earlier filing loaded for comparison.

Net Income

-$28,104

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$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

2018

Assets$57,155
Liabilities-
Net Assets$57,155
Open 2018 Filing

Operations Trend

Revenue GrowthScore unavailable

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

2018

Revenue$62,245
Expenses$90,349
Net Income-$28,104
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Nov 15, 2018
Return Version
2017v2.3
Gross Receipts
$117,693
Mission and Program Overview

Mission

PUBLIC SCHOOL PTA

Program Services

DescriptionGrantsExpenses
ORGANIZED EXCLUSIVELY FOR CHARITABLE, SCIENTIFIC, LITERARY OR EDUCATIONAL PURPOSES.-$68,592
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
RACHELLE HATFIELDVice Preside-$0--
MICHELLE BARTOPresident-$0--
MOLLY WARMSLEYSecretary-$0--
JENNIE ROBISONTreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Olympics/jog a$27,830$27,830$4,278$23,552
School Play$16,296$16,296$13,660$2,636
Total Events$98,746$98,746$53,087$45,659
Filing and Contact Details

Filer

Filer Name
Newport Heights Elementary Pta
EIN
33-0293031
Phone
9497228176
Address
300 E 15TH STREET, NEWPORT BEACH, CA 92663

Signing Officer

Name
Jennie Robison
Title
Treasurer
Phone
7142223913
Signed
2018-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Foresight CPA Group Pc
Address
10897 S RIVER FRONT PKWY STE 125, SOUTH JORDAN, UT 84095
Preparer
Adam Dayton
Phone
9492612644
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses teachers aides 13,675 mascot folders 928 other expenses 2,846 hs scholarship 1,500 hospitality 2,697 upper grade planners 1,241 school assemblies 2,060 scholastic news 4,508 administrative exp/oh 21,757 class supply 6,025 library support 5,599 meet the master 9,789 drinking water 10,418 field trips 7,306 total 90,349”

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
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IRS990EZ/BooksInCareOfDetail/PersonNm0NEWPORT HEIGHTS PTA
IRS990EZ/BooksInCareOfDetail/PhoneNum07142223913
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0300E 15TH ST
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0NEWPORT BEACH
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092663
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt085259
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt057155
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0530
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-28104
IRS990EZ/FiledScheduleAInd0true
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IRS990EZ/ForeignOfficeInd0false
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IRS990EZ/FundraisingGrossIncomeAmt0112702
IRS990EZ/GrossReceiptsAmt0117693
IRS990EZ/GroupExemptionNum06046
IRS990EZ/InfoInScheduleOPartIInd0X
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IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt04461
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt085259
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IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt085259
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0RACHELLE HATFIELD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MICHELLE BARTO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MOLLY WARMSLEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JENNIE ROBISON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt090349
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PUBLIC SCHOOL PTA
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0ORGANIZED EXCLUSIVELY FOR CHARITABLE, SCIENTIFIC, LITERARY OR EDUCATIONAL PURPOSES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt068592
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt055448
IRS990EZ/SpecialEventsNetIncomeLossAmt057254
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt090349
IRS990EZ/TotalProgramServiceExpensesAmt068592
IRS990EZ/TotalRevenueAmt062245
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0530
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt06321
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt07065
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt013916
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0117163
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0140352
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0198417
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0198352
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0198319
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0852603
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0866519
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0117693
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0140352
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0198417
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0204673
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0205384
IRS990ScheduleA/Total509Grp/TotalAmt0866519
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0117693
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0140352
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0198417
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0204673
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0205384
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0866519
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt053087
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0OLYMPICS/JOG A
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0SCHOOL PLAY
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt027830
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt016296
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt054620
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt098746
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt027830
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt016296
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt054620
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt098746
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt045659
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt035149
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt053087
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt04278
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt013660
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt06
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES TEACHERS AIDES 13,675 MASCOT FOLDERS 928 OTHER EXPENSES 2,846 HS SCHOLARSHIP 1,500 HOSPITALITY 2,697 UPPER GRADE PLANNERS 1,241 SCHOOL ASSEMBLIES 2,060 SCHOLASTIC NEWS 4,508 ADMINISTRATIVE EXP/OH 21,757 CLASS SUPPLY 6,025 LIBRARY SUPPORT 5,599 MEET THE MASTER 9,789 DRINKING WATER 10,418 FIELD TRIPS 7,306 TOTAL 90,349
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JENNIE ROBISON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07142223913
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0NEWPORT HEIGHTS ELEMENTARY PTA
ReturnHeader/Filer/BusinessNameControlTxt0NEWP
ReturnHeader/Filer/EIN0330293031
ReturnHeader/Filer/PhoneNum09497228176
ReturnHeader/Filer/USAddress/AddressLine1Txt0300 E 15TH STREET
ReturnHeader/Filer/USAddress/CityNm0NEWPORT BEACH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092663
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DE5E92156306816627E0CE56237F7F391BA89A4C
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ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0166.70.163.178
ReturnHeader/FilingSecurityInformation/IPDt02018-11-14
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm015:06:18
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0830844426
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0FORESIGHT CPA GROUP PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt010897 S RIVER FRONT PKWY STE 125
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SOUTH JORDAN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0UT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd084095
ReturnHeader/PreparerPersonGrp/PhoneNum09492612644
ReturnHeader/PreparerPersonGrp/PreparationDt02018-11-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ADAM DAYTON
ReturnHeader/ReturnTs02018-11-14T13:06:18-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$57,155
Liabilities
-
Net assets
$57,155
Revenue
$62,245
Expenses
$90,349
Net income
-$28,104
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