Civic Intelligence

Newport Heights Elementary PTA

990EZ • Fiscal year 2023 • EIN 33-0293031

Jul 01, 2022 to Jun 30, 2023 • Filed on Nov 14, 2023

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

(949) 515-6970

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 2023

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2023

Net Margin

55th percentile

5.6%

Higher net margin than 55% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

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.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

53rd percentile

2.3%

Faster asset growth than 53% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

17th percentile

-35%

Faster revenue growth than 17% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$63,479

Up $1,412 (+2.3%) from 2022

Net Assets

Up

$63,479

Up $1,412 (+2.3%) from 2022

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin55th percentile

Revenue

Down

$25,343

Down $13,401 (-35%) from 2022

Expenses

Down

$23,931

Down $975 (-3.9%) from 2022

Net Income

Down

$1,412

Down $12,426 (-90%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth53rd 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

2023

Assets$63,479
Liabilities-
Net Assets$63,479
Open 2023 Filing

Operations Trend

Revenue Growth17th 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

2023

Revenue$25,343
Expenses$23,931
Net Income$1,412
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Nov 14, 2023
Return Version
2022v5.0
Gross Receipts
$96,789
Mission and Program Overview

Mission

PUBLIC SCHOOL PTA

Program Services

DescriptionGrantsExpenses
ORGANIZED EXCLUSIVELY FOR CHARITABLE, SCIENTIFIC, LITERARY OR EDUCATIONAL PURPOSES.-$23,931
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KELLY WAITECo-President-$0--
HEATHER CLEMENTSCo-President-$0--
HEIDI EADIECo-VP-$0--
LINDSAY COLUCCIOCo-VP-$0--
AMANDA MAHLSTADTCommunicatio-$0--
HALI PICKETTFinancial Se-$0--
JENNA COLLINSWays & Means-$0--
ES KRETZUWays & Means-$0--
TIFFANY JOTreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
School Play$27,755$27,755$27,383$372
Olympics/jog a$21,804$21,804$704$21,100
Total Events$78,016$78,016$58,333$19,683
Filing and Contact Details

Filer

Filer Name
Newport Heights Elementary Pta
EIN
33-0293031
Phone
9495156970
Address
300 E 15TH STREET, NEWPORT BEACH, CA 92663

Signing Officer

Name
Tiffany Jo
Title
Treasurer
Phone
9494139076
Signed
2023-11-14
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 administrative exp/oh 3,742 class supply 7,317 field trips 8,488 school assemblies 3,619 upper grade planners 765 total 23,931”

Raw XML Appendix173 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/PersonNm0TIFFANY JO
IRS990EZ/BooksInCareOfDetail/PhoneNum09495156970
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0300 E 15TH STREET
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0NEWPORT BEACH
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092663
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt062067
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt063479
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt01412
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
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IRS990EZ/FundraisingGrossIncomeAmt096135
IRS990EZ/GrossReceiptsAmt096789
IRS990EZ/GroupExemptionNum06046
IRS990EZ/InfoInScheduleOPartIInd0X
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IRS990EZ/MembershipDuesAmt0654
IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt063479
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt4000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt5000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt6000.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0KELLY WAITE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1HEATHER CLEMENTS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2HEIDI EADIE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3LINDSAY COLUCCIO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4AMANDA MAHLSTADT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5HALI PICKETT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6JENNA COLLINS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7ES KRETZU
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8TIFFANY JO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CO-PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1CO-PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2CO-VP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3CO-VP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4COMMUNICATIO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5FINANCIAL SE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6WAYS & MEANS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7WAYS & MEANS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt023931
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PUBLIC SCHOOL PTA
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0ORGANIZED EXCLUSIVELY FOR CHARITABLE, SCIENTIFIC, LITERARY OR EDUCATIONAL PURPOSES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt023931
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt071446
IRS990EZ/SpecialEventsNetIncomeLossAmt024689
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt023931
IRS990EZ/TotalProgramServiceExpensesAmt023931
IRS990EZ/TotalRevenueAmt025343
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0953
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt01251
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt04933
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt07137
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt096789
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt087904
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt027945
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0111574
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0121418
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0445630
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0452767
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt096789
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt088857
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt027945
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0112825
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0126351
IRS990ScheduleA/Total509Grp/TotalAmt0452767
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt096789
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt088857
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt027945
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0112825
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0126351
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0452767
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt058333
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0SCHOOL PLAY
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0OLYMPICS/JOG A
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt027755
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt021804
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt028457
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt078016
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt027755
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt021804
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt028457
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt078016
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt019683
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt030246
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt058333
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt027383
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt0704
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt02
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES ADMINISTRATIVE EXP/OH 3,742 CLASS SUPPLY 7,317 FIELD TRIPS 8,488 SCHOOL ASSEMBLIES 3,619 UPPER GRADE PLANNERS 765 TOTAL 23,931
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0TIFFANY JO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09494139076
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0NEWPORT HEIGHTS ELEMENTARY PTA
ReturnHeader/Filer/BusinessNameControlTxt0NEWP
ReturnHeader/Filer/EIN0330293031
ReturnHeader/Filer/PhoneNum09495156970
ReturnHeader/Filer/USAddress/AddressLine1Txt0300 E 15TH STREET
ReturnHeader/Filer/USAddress/CityNm0NEWPORT BEACH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092663
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0823987534
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/PreparationDt02023-11-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ADAM DAYTON CPA
ReturnHeader/ReturnTs02023-11-16T13:30:51-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0TIFFANY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0JO
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$63,479
Liabilities
-
Net assets
$63,479
Revenue
$25,343
Expenses
$23,931
Net income
$1,412
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