Civic Intelligence

Newport Heights Elementary PTA

990EZ • Fiscal year 2019 • EIN 33-0293031

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

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 2019

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2019

Net Margin

26th percentile

-8.3%

Higher net margin than 26% of similar nonprofits.

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

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% 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

30th percentile

-9.2%

Faster asset growth than 30% of similar nonprofits.

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

Revenue Growth

52nd percentile

2.1%

Faster revenue growth than 52% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$51,907

Down $5,248 (-9.2%) from 2018

Net Assets

Down

$51,907

Down $5,248 (-9.2%) from 2018

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin26th percentile

Revenue

Up

$63,564

Up $1,319 (+2.1%) from 2018

Expenses

Down

$68,812

Down $21,537 (-24%) from 2018

Net Income

Up

-$5,248

Up $22,856 (+81%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth30th percentile

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

2019

Assets$51,907
Liabilities-
Net Assets$51,907
Open 2019 Filing

Operations Trend

Revenue Growth52nd percentile

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

2019

Revenue$63,564
Expenses$68,812
Net Income-$5,248
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Nov 1, 2019
Return Version
2018v3.1
Gross Receipts
$126,351
Mission and Program Overview

Mission

PUBLIC SCHOOL PTA

Program Services

DescriptionGrantsExpenses
ORGANIZED EXCLUSIVELY FOR CHARITABLE, SCIENTIFIC, LITERARY OR EDUCATIONAL PURPOSES.-$68,812
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
RACHELLE HATFIELDPresident-$0--
MOLLY WARMSLEYSecretary-$0--
JENNIE ROBISONTreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Olympics/jog a$25,931$25,931$4,609$21,322
School Play$22,299$22,299$17,585$4,714
Total Events$102,901$102,901$59,928$42,973
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
2019-11-01
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 CPA
Phone
8014159636
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses teachers aides 13,341 mascot folders 779 other expenses 3,164 hs scholarship 1,000 hospitality 3,021 upper grade planners 1,215 school assemblies 5,656 scholastic news 4,351 administrative exp/oh 3,736 class supply 5,185 library support 6,372 meet the master 7,822 drinking water 8,383 field trips 4,787 total 68,812”

Raw XML Appendix154 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/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/BOYAmt057155
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt051907
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt04933
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-5248
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt057155
IRS990EZ/Form990TotalAssetsGrp/EOYAmt051907
IRS990EZ/FundraisingGrossIncomeAmt0116980
IRS990EZ/GrossReceiptsAmt0126351
IRS990EZ/GroupExemptionNum06046
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt04438
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt057155
IRS990EZ/NetAssetsOrFundBalancesEOYAmt051907
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt057155
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt051907
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0RACHELLE HATFIELD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MOLLY WARMSLEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JENNIE ROBISON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt068812
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PUBLIC SCHOOL PTA
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0ORGANIZED EXCLUSIVELY FOR CHARITABLE, SCIENTIFIC, LITERARY OR EDUCATIONAL PURPOSES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt068812
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt062787
IRS990EZ/SpecialEventsNetIncomeLossAmt054193
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt068812
IRS990EZ/TotalProgramServiceExpensesAmt068812
IRS990EZ/TotalRevenueAmt063564
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt04933
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0530
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt06321
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt011784
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0121418
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0117163
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0140352
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0198417
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0198352
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0775702
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0787486
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0126351
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0117693
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0140352
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0198417
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0204673
IRS990ScheduleA/Total509Grp/TotalAmt0787486
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0126351
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0117693
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0140352
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0198417
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0204673
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0787486
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt059928
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0OLYMPICS/JOG A
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0SCHOOL PLAY
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt025931
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt022299
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt054671
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0102901
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt025931
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt022299
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt054671
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0102901
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt042973
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt037734
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt059928
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt04609
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt017585
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt06
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES TEACHERS AIDES 13,341 MASCOT FOLDERS 779 OTHER EXPENSES 3,164 HS SCHOLARSHIP 1,000 HOSPITALITY 3,021 UPPER GRADE PLANNERS 1,215 SCHOOL ASSEMBLIES 5,656 SCHOLASTIC NEWS 4,351 ADMINISTRATIVE EXP/OH 3,736 CLASS SUPPLY 5,185 LIBRARY SUPPORT 6,372 MEET THE MASTER 7,822 DRINKING WATER 8,383 FIELD TRIPS 4,787 TOTAL 68,812
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
ReturnHeader/BuildTS02020-01-14 16:20:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JENNIE ROBISON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07142223913
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-01
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/AtSubmissionCreationDeviceId0D7BB3A7637F86C993F30A23BB7D7C7CE7C8B3E71
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0D7BB3A7637F86C993F30A23BB7D7C7CE7C8B3E71
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0166.70.163.178
ReturnHeader/FilingSecurityInformation/IPDt02019-11-04
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm019:44:27
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/PhoneNum08014159636
ReturnHeader/PreparerPersonGrp/PreparationDt02019-11-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ADAM DAYTON CPA
ReturnHeader/ReturnTs02019-11-04T19:44:27-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$51,907
Liabilities
-
Net assets
$51,907
Revenue
$63,564
Expenses
$68,812
Net income
-$5,248
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