Civic Intelligence

Newport Heights Elementary PTA

990EZ • Fiscal year 2021 • EIN 33-0293031

Jul 01, 2020 to Jun 30, 2021 • Filed on Nov 15, 2021

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

(714) 679-3072

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 2021

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2021

Net Margin

76th percentile

32%

Higher net margin than 76% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

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.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

58th percentile

12%

Faster asset growth than 58% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

15th percentile

-54%

Faster revenue growth than 15% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$48,229

Up $5,189 (+12%) from 2020

Net Assets

Up

$48,229

Up $5,189 (+12%) from 2020

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin76th percentile

Revenue

Down

$16,326

Down $19,062 (-54%) from 2020

Expenses

Down

$11,137

Down $33,118 (-75%) from 2020

Net Income

Up

$5,189

Up $14,056 (+159%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth58th 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

2021

Assets$48,229
Liabilities-
Net Assets$48,229
Open 2021 Filing

Operations Trend

Revenue Growth15th 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

2021

Revenue$16,326
Expenses$11,137
Net Income$5,189
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Nov 15, 2021
Return Version
2020v4.0
Gross Receipts
$27,945
Mission and Program Overview

Mission

PUBLIC SCHOOL PTA

Program Services

DescriptionGrantsExpenses
ORGANIZED EXCLUSIVELY FOR CHARITABLE, SCIENTIFIC, LITERARY OR EDUCATIONAL PURPOSES.-$11,137
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
RACHELLE HATFIELDPresident-$0--
AMBER RASMUSSENExecutive VP-$0--
LINDSAY COLUCCIOExecutive VP-$0--
JENNA BRAUNTreasurer-$0--
SUSAN KEELINGTreasurer-$0--
HALI PICKETTTreasurer --$0--
HEATHER CLEMENTSSecretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Olympics/jog a$6,235$6,235$1,142$5,093
Outdoor Science$5,105$5,105$3,535$1,570
Total Events$11,340$11,340$4,677$6,663
Filing and Contact Details

Filer

Filer Name
Newport Heights Elementary Pta
EIN
33-0293031
Phone
7146793072
Address
300 E 15TH STREET, NEWPORT BEACH, CA 92663

Signing Officer

Name
Hali Pickett
Title
Treasurer - Elect
Phone
7146793072
Signed
2021-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Foresight CPA Group Pc
Address
20 EXECUTIVE PARK STE 100, IRVINE, CA 92614
Preparer
Adam Dayton CPA
Phone
9492612644
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses hospitality 2,691 upper grade planners 1,153 school assemblies 1,180 administrative exp/oh 3,599 class supply 2,514 total 11,137”

Raw XML Appendix167 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
CompensationExplanation/CompensationExplanationGrp/PersonNm0RACHELLE HATFIELD
CompensationExplanation/CompensationExplanationGrp/PersonNm1AMBER RASMUSSEN
CompensationExplanation/CompensationExplanationGrp/PersonNm2LINDSAY COLUCCIO
CompensationExplanation/CompensationExplanationGrp/PersonNm3JENNA BRAUN
CompensationExplanation/CompensationExplanationGrp/PersonNm4SUSAN KEELING
CompensationExplanation/CompensationExplanationGrp/PersonNm5HALI PICKETT
CompensationExplanation/CompensationExplanationGrp/PersonNm6HEATHER CLEMENTS
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0HALI PICKETT
IRS990EZ/BooksInCareOfDetail/PhoneNum07146793072
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0300 E 15TH STREET
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0NEWPORT BEACH
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092663
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt043040
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt048229
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt05189
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt043040
IRS990EZ/Form990TotalAssetsGrp/EOYAmt048229
IRS990EZ/FundraisingGrossIncomeAmt026296
IRS990EZ/GrossReceiptsAmt027945
IRS990EZ/GroupExemptionNum06046
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt01649
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt043040
IRS990EZ/NetAssetsOrFundBalancesEOYAmt048229
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt043040
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt048229
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt4000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt5000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt6000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0RACHELLE HATFIELD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1AMBER RASMUSSEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2LINDSAY COLUCCIO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JENNA BRAUN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4SUSAN KEELING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5HALI PICKETT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6HEATHER CLEMENTS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1EXECUTIVE VP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2EXECUTIVE VP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5TREASURER -
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt011137
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PUBLIC SCHOOL PTA
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0ORGANIZED EXCLUSIVELY FOR CHARITABLE, SCIENTIFIC, LITERARY OR EDUCATIONAL PURPOSES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt011137
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt011619
IRS990EZ/SpecialEventsNetIncomeLossAmt014677
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt011137
IRS990EZ/TotalProgramServiceExpensesAmt011137
IRS990EZ/TotalRevenueAmt016326
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt01251
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt04933
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0530
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt06714
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt027945
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0111574
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0121418
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0117163
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0140352
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0518452
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0525166
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt027945
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0112825
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0126351
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0117693
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0140352
IRS990ScheduleA/Total509Grp/TotalAmt0525166
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt027945
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0112825
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0126351
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0117693
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0140352
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0525166
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt04677
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0OLYMPICS/JOG A
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0OUTDOOR SCIENCE
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt06235
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt05105
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt011340
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt06235
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt05105
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt011340
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt06663
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt04677
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt01142
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt03535
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES HOSPITALITY 2,691 UPPER GRADE PLANNERS 1,153 SCHOOL ASSEMBLIES 1,180 ADMINISTRATIVE EXP/OH 3,599 CLASS SUPPLY 2,514 TOTAL 11,137
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0HALI PICKETT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER - ELECT
ReturnHeader/BusinessOfficerGrp/PhoneNum07146793072
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0NEWPORT HEIGHTS ELEMENTARY PTA
ReturnHeader/Filer/BusinessNameControlTxt0NEWP
ReturnHeader/Filer/EIN0330293031
ReturnHeader/Filer/PhoneNum07146793072
ReturnHeader/Filer/USAddress/AddressLine1Txt0300 E 15TH STREET
ReturnHeader/Filer/USAddress/CityNm0NEWPORT BEACH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092663
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0830844426
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0FORESIGHT CPA GROUP PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt020 EXECUTIVE PARK STE 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0IRVINE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092614
ReturnHeader/PreparerPersonGrp/PhoneNum09492612644
ReturnHeader/PreparerPersonGrp/PreparationDt02021-11-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ADAM DAYTON CPA
ReturnHeader/ReturnTs02021-11-10T10:50:16-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0HALI
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0PICKETT
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$48,229
Liabilities
-
Net assets
$48,229
Revenue
$16,326
Expenses
$11,137
Net income
$5,189
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