Civic Intelligence

Newport Heights Elementary PTA

990EZ • Fiscal year 2020 • EIN 33-0293031

Jul 01, 2019 to Jun 30, 2020 • Filed on Nov 04, 2020

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 2020

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2020

Net Margin

19th percentile

-25%

Higher net margin than 19% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

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.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

21st percentile

-17%

Faster asset growth than 21% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

26th percentile

-44%

Faster revenue growth than 26% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$43,040

Down $8,867 (-17%) from 2019

Net Assets

Down

$43,040

Down $8,867 (-17%) from 2019

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin19th percentile

Revenue

Down

$35,388

Down $28,176 (-44%) from 2019

Expenses

Down

$44,255

Down $24,557 (-36%) from 2019

Net Income

Down

-$8,867

Down $3,619 (-69%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth21st 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

2020

Assets$43,040
Liabilities-
Net Assets$43,040
Open 2020 Filing

Operations Trend

Revenue Growth26th 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

2020

Revenue$35,388
Expenses$44,255
Net Income-$8,867
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Nov 4, 2020
Return Version
2019v5.0
Gross Receipts
$112,825
Mission and Program Overview

Mission

PUBLIC SCHOOL PTA

Program Services

DescriptionGrantsExpenses
ORGANIZED EXCLUSIVELY FOR CHARITABLE, SCIENTIFIC, LITERARY OR EDUCATIONAL PURPOSES.-$44,255
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
RACHELLE HATFIELDPresident-$0--
MOLLY WARMSLEYSecretary-$0--
JENNIE ROBISONTreasurer-$0--
AMBER RASMUSSENExecutive VP-$0--
SUSAN KEELINGTreasurer --$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Olympics/jog a$31,856$31,856$5,058$26,798
Outdoor Science$24,265$24,265$28,362$-4,097
Total Events$84,412$84,412$53,259$31,153
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
Susan Keeling
Title
Treasurer - Elect
Phone
7142223913
Signed
2020-11-04
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 14,614 other expenses 77 hs scholarship 1,000 hospitality 1,422 upper grade planners 1,031 school assemblies 4,435 scholastic news 4,121 administrative exp/oh 3,469 class supply 1,103 library support 5,000 drinking water 7,136 field trips 847 total 44,255”

Raw XML Appendix162 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/AddressLine1Txt0300 E 15TH ST
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0NEWPORT BEACH
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092663
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt051907
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt043040
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt01251
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-8867
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt051907
IRS990EZ/Form990TotalAssetsGrp/EOYAmt043040
IRS990EZ/FundraisingGrossIncomeAmt0109541
IRS990EZ/GrossReceiptsAmt0112825
IRS990EZ/GroupExemptionNum06046
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt02033
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt051907
IRS990EZ/NetAssetsOrFundBalancesEOYAmt043040
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt051907
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt043040
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt4000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0RACHELLE HATFIELD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MOLLY WARMSLEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JENNIE ROBISON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3AMBER RASMUSSEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4SUSAN KEELING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3EXECUTIVE VP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TREASURER -
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt044255
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PUBLIC SCHOOL PTA
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0ORGANIZED EXCLUSIVELY FOR CHARITABLE, SCIENTIFIC, LITERARY OR EDUCATIONAL PURPOSES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt044255
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt077437
IRS990EZ/SpecialEventsNetIncomeLossAmt032104
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt044255
IRS990EZ/TotalProgramServiceExpensesAmt044255
IRS990EZ/TotalRevenueAmt035388
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt01251
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt04933
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0530
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt06714
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0111574
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0121418
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0117163
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0140352
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0198417
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0688924
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0695638
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0112825
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0126351
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0117693
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0140352
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0198417
IRS990ScheduleA/Total509Grp/TotalAmt0695638
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0112825
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0126351
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0117693
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0140352
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0198417
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0695638
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt053259
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0OLYMPICS/JOG A
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0OUTDOOR SCIENCE
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt031856
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt024265
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt028291
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt084412
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt031856
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt024265
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt028291
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt084412
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt031153
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt019839
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt053259
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt05058
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt028362
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt02
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES TEACHERS AIDES 14,614 OTHER EXPENSES 77 HS SCHOLARSHIP 1,000 HOSPITALITY 1,422 UPPER GRADE PLANNERS 1,031 SCHOOL ASSEMBLIES 4,435 SCHOLASTIC NEWS 4,121 ADMINISTRATIVE EXP/OH 3,469 CLASS SUPPLY 1,103 LIBRARY SUPPORT 5,000 DRINKING WATER 7,136 FIELD TRIPS 847 TOTAL 44,255
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SUSAN KEELING
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER - ELECT
ReturnHeader/BusinessOfficerGrp/PhoneNum07142223913
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-04
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/IPDt02020-11-04
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm018:36:00
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/PreparationDt02020-11-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ADAM DAYTON CPA
ReturnHeader/ReturnTs02020-11-04T18:36:00-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$43,040
Liabilities
-
Net assets
$43,040
Revenue
$35,388
Expenses
$44,255
Net income
-$8,867
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