Civic Intelligence

Newport Heights Elementary PTA

990EZ • Fiscal year 2024 • EIN 33-0293031

Jul 01, 2023 to Jun 30, 2024 • Filed on Oct 31, 2024

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 2024

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2024

Net Margin

83rd percentile

32%

Higher net margin than 83% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

76th percentile

25%

Faster asset growth than 76% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

91st percentile

94%

Faster revenue growth than 91% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$79,258

Up $15,779 (+25%) from 2023

Net Assets

Up

$79,258

Up $15,779 (+25%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin83rd percentile

Revenue

Up

$49,247

Up $23,904 (+94%) from 2023

Expenses

Up

$33,468

Up $9,537 (+40%) from 2023

Net Income

Up

$15,779

Up $14,367 (+1017%) from 2023

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

2024

Assets$79,258
Liabilities-
Net Assets$79,258
Open 2024 Filing

Operations Trend

Revenue Growth91st 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

2024

Revenue$49,247
Expenses$33,468
Net Income$15,779
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Oct 31, 2024
Return Version
2023v5.0
Gross Receipts
$103,824
Mission and Program Overview

Mission

PUBLIC SCHOOL PTA

Program Services

DescriptionGrantsExpenses
ORGANIZED EXCLUSIVELY FOR CHARITABLE, SCIENTIFIC, LITERARY OR EDUCATIONAL PURPOSES.-$33,468
Compensation and Service Providers
Top Officer Pay79th 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--
JEANNINE JONESTreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Olympics/jog a$33,218$33,218$7,311$25,907
School Play$29,422$29,422$24,160$5,262
Total Events$77,723$77,723$42,076$35,647
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
Jeannine Jones
Title
Treasurer
Phone
9494139076
Signed
2024-10-31
Discuss with paid preparer
Yes

Preparer

Firm
Amd Accounting
Address
20 EXECUTIVE PARK 100, IRVINE, CA 92614
Preparer
Adam Dayton
Phone
9494120592
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses administrative exp/oh 2,523 school assemblies 3,675 house shirts 5,898 hospitality 4,572 principals vision fund 16,800 total 33,468”

Raw XML Appendix174 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/PersonNm0JEANNINE JONES
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/BOYAmt063479
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt079258
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt015779
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt063479
IRS990EZ/Form990TotalAssetsGrp/EOYAmt079258
IRS990EZ/FundraisingGrossIncomeAmt0103347
IRS990EZ/GrossReceiptsAmt0103824
IRS990EZ/GroupExemptionNum06046
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0477
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt063479
IRS990EZ/NetAssetsOrFundBalancesEOYAmt079258
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt063479
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt079258
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/AverageHrsPerWkDevotedToPosRt7000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt8000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt9000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
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/PersonNm9JEANNINE JONES
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/OfficerDirectorTrusteeEmplGrp/TitleTxt9TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt033468
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PUBLIC SCHOOL PTA
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0ORGANIZED EXCLUSIVELY FOR CHARITABLE, SCIENTIFIC, LITERARY OR EDUCATIONAL PURPOSES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt033468
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt054577
IRS990EZ/SpecialEventsNetIncomeLossAmt048770
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt033468
IRS990EZ/TotalProgramServiceExpensesAmt033468
IRS990EZ/TotalRevenueAmt049247
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0953
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt01251
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt02204
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0103824
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt096789
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt087904
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt027945
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0111574
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0428036
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0430240
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0103824
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt096789
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt088857
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt027945
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0112825
IRS990ScheduleA/Total509Grp/TotalAmt0430240
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0103824
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt096789
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt088857
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt027945
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0112825
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0430240
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt042076
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0OLYMPICS/JOG A
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0SCHOOL PLAY
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt033218
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt029422
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt015083
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt077723
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt033218
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt029422
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt015083
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt077723
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt035647
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt010605
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt042076
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt07311
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt024160
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt02
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES ADMINISTRATIVE EXP/OH 2,523 SCHOOL ASSEMBLIES 3,675 HOUSE SHIRTS 5,898 HOSPITALITY 4,572 PRINCIPALS VISION FUND 16,800 TOTAL 33,468
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JEANNINE JONES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09494139076
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-10-31
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/PreparerFirmEIN0810922225
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0AMD ACCOUNTING
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt020 EXECUTIVE PARK 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0IRVINE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092614
ReturnHeader/PreparerPersonGrp/PhoneNum09494120592
ReturnHeader/PreparerPersonGrp/PreparationDt02024-10-31
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ADAM DAYTON
ReturnHeader/ReturnTs02024-10-31T16:55:46-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$79,258
Liabilities
-
Net assets
$79,258
Revenue
$49,247
Expenses
$33,468
Net income
$15,779
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