Civic Intelligence

William T Newland PTA

EIN 33-0332402 • 501(c)3 • Huntington Beach, CA

Profile

Promote elementary education enrichment

8787 Dolphin DriveHuntington Beach, CA 92646

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

59th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

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

Liabilities / Revenue

61st percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

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

Net Margin

89th percentile

47%

Higher net margin than 89% of similar nonprofits.

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

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2021

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2021

Assets

Up

$52,213

Up $20,016 (+62%) from 2023

Liabilities

Down

$0

Down $10 (-100%) from 2023

Net Assets

Up

$52,213

Up $20,026 (+62%) from 2023

Revenue

Up

$115,876

Up $24,722 (+27%) from 2023

Expenses

Down

$95,850

Down $2,207 (-2.3%) from 2023

Net Income

Up

$20,026

Up $26,929 (+390%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$100K$50K$0Assets 2021: $96,776Liabilities 2021: $0Net Assets 2021: $96,7762021Assets 2022: $39,101Liabilities 2022: $11Net Assets 2022: $39,0902022Assets 2023: $32,197Liabilities 2023: $10Net Assets 2023: $32,1872023Assets 2024: $52,213Liabilities 2024: $0Net Assets 2024: $52,2132024

Highlighted filing

2024

Assets$52,213
Liabilities$0
Net Assets$52,213

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$150K$100K$50K$0-$50K-$100KRevenue 2021: $50,044Expenses 2021: $26,447Net Income 2021: $23,5972021Revenue 2022: $83,900Expenses 2022: $141,586Net Income 2022: -$57,6862022Revenue 2023: $91,154Expenses 2023: $98,057Net Income 2023: -$6,9032023Revenue 2024: $115,876Expenses 2024: $95,850Net Income 2024: $20,0262024

Highlighted filing

2024

Revenue$115,876
Expenses$95,850
Net Income$20,026

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 11, 2025
Return Version
2023v6.0
Gross Receipts
$173,701
Mission and Program Overview

Mission

Promote elementary education enrichment

Program Services

DescriptionGrantsExpenses
PROVIDE TEACHER GRANT REIMBURSEMENTS FOR MATERIALS & SUPPLIES, AND FUNDING IN SUPPORT EDUCATIONAL PROGRAM ACTIVITIES AND COMPUTER TECHNOLOGY UPGRADES.-$53,048
Other program services-$22,258
PROVIDE ART, MUSIC, AND THEATRE PROGRAMS.PROVIDE EDUCATIONAL EVENTS AND RELATED AWARDS, ASSEMBLIES AND STAFF APPRECIATION FOR EACH GRADE LEVEL.-$8,275
PROVIDE EDUCATIONAL EVENTS AND RELATED AWARDS, ASSEMBLIES AND STAFF APPRECIATION FOR EACH GRADE LEVEL.-$5,794
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JACLYN GERRYPresidentPT$0--
NICK CHAMBERSExecutive VPPT$0--
SHERYL FINCHVP Of FundraisingPT$0--
ROSE ROGERSVP Of CommunicationsPT$0--
KATY ROULETTEVP Of ProgramsPT$0--
JULIA ROOSSecretaryPT$0--
KRISTIN DEMICCOTreasurerPT$0--
MICHELLE FULTONFinancial SecretaryPT$0--
JOANNE RAYMONDParliamentarianPT$0--
MEGAN PRICEHistorianPT$0--
NICOLE ROQUEMORETeacher RepresentativePT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Dolphin Dash$53,166$53,166$4,769$48,397
Spring Benef$25,066$25,066$2,936$22,130
Total Events$88,683$88,683$34,435$54,248
Filing and Contact Details

Filer

Filer Name
William T Newland Pta
EIN
33-0332402
Address
8787 DOLPHIN DRIVE, HUNTINGTON BEACH, CA 92646

Signing Officer

Name
Kristin Demicco
Title
Treasurer
Phone
7143784200
Signed
2025-05-11
Discuss with paid preparer
Yes

Preparer

Firm
Richard C Rudolph CPA
Address
9531 Panacea Drive, Huntington Beach, CA 92646
Preparer
Richard C Rudolph
Phone
7149621586
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

Description AmountADMINSTRATIVE & SUPPLIES 128BANK CHARGES 238GOVT FILING FEES 50HUC 382MEMBERSHIP INCENTIVES 143PAYMENT VENDOR SERVICE CHARGES 1,205PTA DISCRETIONARY FUND 1,075PTA NECESSITY 562PTA TOOL KIT 1,150SERVICES, DUES, AND FEES 99SPC DUES 150100 MILE CLUB 2,971ASSEMBLIES 900BMX ASSEMBLIES 1,897CARNIVAL 12,988FIELD TRIPS 5,5374TH, 5TH GRADE WALK-THRU ASSEMBLIES 1,633MURAL 2,274PTA GOLF TOURNAMENT 100RED RIBBON WEEK 19SCHOOL EVENTS 761SPECIAL PERSONS DAY 196STAFF APPRECIATION 2,583STAFF BREAKFAST/LUNCH 364STARFALL EDUCATION 355SUPPORT STAFF SUPPLIES 149TEACHER SUPPLIES 12,203THE IMAGINATION MACHINE 3,865VISUAL ARTS PROGRAM 8,2755TH GRADE CAMP PAYMMENTS PASS-THRU 28,1305TH GRADE GRADUATING CLASS 2,1825TH GRADE GRAD CLASS-MOVIE NIGHT 7355TH GRADE GRAD CLASS-SWEET TREATS 721OTHER 537

Description of other assets Part II line 24

Category Beginning of Year End of YearPAYSIMPLE ACCOUNT 765 0

Description of total liabilities Part II line 26

Category Beginning of Year End of YearMEMBERSHIP DUES STATE/NATIONAL 10 0

Other program services Part III line 31

Promote and administer: carnival $12,988 the imagination machine 3,865 100 mile club 2,971 bmx assembly 1,897 miscellaneous 537 -------- total $22,258

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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountADMINSTRATIVE & SUPPLIES 128BANK CHARGES 238GOVT FILING FEES 50HUC 382MEMBERSHIP INCENTIVES 143PAYMENT VENDOR SERVICE CHARGES 1,205PTA DISCRETIONARY FUND 1,075PTA NECESSITY 562PTA TOOL KIT 1,150SERVICES, DUES, AND FEES 99SPC DUES 150100 MILE CLUB 2,971ASSEMBLIES 900BMX ASSEMBLIES 1,897CARNIVAL 12,988FIELD TRIPS 5,5374TH, 5TH GRADE WALK-THRU ASSEMBLIES 1,633MURAL 2,274PTA GOLF TOURNAMENT 100RED RIBBON WEEK 19SCHOOL EVENTS 761SPECIAL PERSONS DAY 196STAFF APPRECIATION 2,583STAFF BREAKFAST/LUNCH 364STARFALL EDUCATION 355SUPPORT STAFF SUPPLIES 149TEACHER SUPPLIES 12,203THE IMAGINATION MACHINE 3,865VISUAL ARTS PROGRAM 8,2755TH GRADE CAMP PAYMMENTS PASS-THRU 28,1305TH GRADE GRADUATING CLASS 2,1825TH GRADE GRAD CLASS-MOVIE NIGHT 7355TH GRADE GRAD CLASS-SWEET TREATS 721OTHER 537
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Category Beginning of Year End of YearPAYSIMPLE ACCOUNT 765 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Category Beginning of Year End of YearMEMBERSHIP DUES STATE/NATIONAL 10 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3PROMOTE AND ADMINISTER: CARNIVAL $12,988 THE IMAGINATION MACHINE 3,865 100 MILE CLUB 2,971 BMX ASSEMBLY 1,897 MISCELLANEOUS 537 -------- TOTAL $22,258
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Description of total liabilities Part II line 26
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