Civic Intelligence

Newport Heights Elementary PTA

990EZ • Fiscal year 2022 • EIN 33-0293031

Jul 01, 2021 to Jun 30, 2022 • Filed on Nov 09, 2022

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 2022

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2022

Net Margin

83rd percentile

36%

Higher net margin than 83% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

76th percentile

29%

Faster asset growth than 76% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

87th percentile

137%

Faster revenue growth than 87% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$62,067

Up $13,838 (+29%) from 2021

Net Assets

Up

$62,067

Up $13,838 (+29%) from 2021

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin83rd percentile

Revenue

Up

$38,744

Up $22,418 (+137%) from 2021

Expenses

Up

$24,906

Up $13,769 (+124%) from 2021

Net Income

Up

$13,838

Up $8,649 (+167%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth76th 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

2022

Assets$62,067
Liabilities-
Net Assets$62,067
Open 2022 Filing

Operations Trend

Revenue Growth87th 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

2022

Revenue$38,744
Expenses$24,906
Net Income$13,838
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Nov 9, 2022
Return Version
2021v4.0
Gross Receipts
$88,857
Mission and Program Overview

Mission

PUBLIC SCHOOL PTA

Program Services

DescriptionGrantsExpenses
ORGANIZED EXCLUSIVELY FOR CHARITABLE, SCIENTIFIC, LITERARY OR EDUCATIONAL PURPOSES.-$24,906
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MOLLEY WARMSLEYPresident-$0--
HEATHER CLEMENTSExecutive VP-$0--
KIM CARPENTERRecoridng Se-$0--
AMANDA MAHLSTADTCorrespondin-$0--
LINDSAY COLLUCIOFinancial Se-$0--
HALI PICKETTTreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Olympics/jog a$27,639$27,639$2,289$25,350
School Play$19,364$19,364$16,533$2,831
Total Events$63,715$63,715$39,493$24,222
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
Phone
7146793072
Signed
2022-11-09
Discuss with paid preparer
Yes

Preparer

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

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses administrative exp/oh 2,226 class supply 2,197 field trips 4,000 hospitality 2,945 house shirts 3,419 other expenses 1,515 school assemblies 6,910 upper grade planners 1,694 total 24,906”

Raw XML Appendix161 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/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/BOYAmt048229
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt062067
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt013838
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt048229
IRS990EZ/Form990TotalAssetsGrp/EOYAmt062067
IRS990EZ/FundraisingGrossIncomeAmt087904
IRS990EZ/GrossReceiptsAmt088857
IRS990EZ/GroupExemptionNum06046
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0953
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt048229
IRS990EZ/NetAssetsOrFundBalancesEOYAmt062067
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt048229
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt062067
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/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MOLLEY WARMSLEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1HEATHER CLEMENTS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2KIM CARPENTER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3AMANDA MAHLSTADT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4LINDSAY COLLUCIO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5HALI PICKETT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1EXECUTIVE VP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2RECORIDNG SE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3CORRESPONDIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4FINANCIAL SE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt024906
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PUBLIC SCHOOL PTA
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0ORGANIZED EXCLUSIVELY FOR CHARITABLE, SCIENTIFIC, LITERARY OR EDUCATIONAL PURPOSES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt024906
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt050113
IRS990EZ/SpecialEventsNetIncomeLossAmt037791
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt024906
IRS990EZ/TotalProgramServiceExpensesAmt024906
IRS990EZ/TotalRevenueAmt038744
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0953
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt01251
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt04933
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0530
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt07667
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt087904
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt027945
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0111574
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0121418
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0117163
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0466004
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0473671
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt088857
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt027945
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0112825
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0126351
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0117693
IRS990ScheduleA/Total509Grp/TotalAmt0473671
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt088857
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt027945
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0112825
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0126351
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0117693
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0473671
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt039493
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0OLYMPICS/JOG A
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0SCHOOL PLAY
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt027639
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt019364
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt016712
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt063715
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt027639
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt019364
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt016712
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt063715
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt024222
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt020671
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt039493
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt02289
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt016533
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt02
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES ADMINISTRATIVE EXP/OH 2,226 CLASS SUPPLY 2,197 FIELD TRIPS 4,000 HOSPITALITY 2,945 HOUSE SHIRTS 3,419 OTHER EXPENSES 1,515 SCHOOL ASSEMBLIES 6,910 UPPER GRADE PLANNERS 1,694 TOTAL 24,906
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
ReturnHeader/BusinessOfficerGrp/PhoneNum07146793072
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-09
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/PreparationDt02022-11-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ADAM DAYTON
ReturnHeader/ReturnTs02022-11-10T13:27:23-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0HALI
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0PICKETT
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$62,067
Liabilities
-
Net assets
$62,067
Revenue
$38,744
Expenses
$24,906
Net income
$13,838
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