Liabilities / Assets
59th percentile
Higher debt load relative to assets than 59% of similar nonprofits.
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
0.00x
Liabilities / Revenue
59th percentile
Higher debt load relative to revenue than 59% of similar nonprofits.
Net Margin
30th percentile
Higher net margin than 30% of similar nonprofits.
Top Officer Pay
78th percentile
Higher top officer pay than 78% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
25th percentile
Faster asset growth than 25% of similar nonprofits.
Revenue Growth
55th percentile
Faster revenue growth than 55% of similar nonprofits.
Balance Sheet
Assets
Down$32,197
Down $6,904 (-18%) from 2022
Net Assets
Down$32,187
Down $6,903 (-18%) from 2022
Liabilities
Down$10
Down $1 (-9.1%) from 2022
Revenue And Expenses
Revenue
Up$91,154
Up $7,254 (+8.6%) from 2022
Expenses
Down$98,057
Down $43,529 (-31%) from 2022
Net Income
Up-$6,903
Up $50,783 (+88%) from 2022
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jul 1, 2022 to Jun 30, 2023
- Signed
- May 9, 2024
- Return Version
- 2022v5.0
- Gross Receipts
- $148,505
Mission and Program Overview
Mission
Promote elementary education enrichment
Program Services
| Description | Grants | Expenses |
|---|---|---|
| PROVIDE TEACHER GRANT REIMBURSEMENTS FOR MATERIALS & SUPPLIES, AND FUNDING IN SUPPORT EDUCATIONAL PROGRAM ACTIVITIES AND COMPUTER TECHNOLOGY UPGRADES. | - | $59,369 |
| Other program services | - | $15,942 |
| PROVIDE ART, MUSIC, AND THEATRE PROGRAMS.PROVIDE EDUCATIONAL EVENTS AND RELATED AWARDS, ASSEMBLIES AND STAFF APPRECIATION FOR EACH GRADE LEVEL. | - | $11,516 |
| PROVIDE EDUCATIONAL EVENTS AND RELATED AWARDS, ASSEMBLIES AND STAFF APPRECIATION FOR EACH GRADE LEVEL. | - | $4,904 |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| JACLYN GERRY | President | PT | $0 | - | - |
| MICHELLE FULTON | Executive VP | PT | $0 | - | - |
| SHERYL FINCH | VP Of Fundraising | PT | $0 | - | - |
| ROSE ROGERS | VP Of Communications | PT | $0 | - | - |
| KATY ROULETTE | VP Of Programs | PT | $0 | - | - |
| KRISTIN DEMICCO | Secretary | PT | $0 | - | - |
| JULIA ROOS | Treasurer | PT | $0 | - | - |
| MICHELLE HARWOOD | Financial Secretary | PT | $0 | - | - |
| KELLEE PARKER | Parliamentarian | PT | $0 | - | - |
| NICOLE ROQUEMORE | Teacher Representative | PT | $0 | - | - |
Fundraising, Events, and Gaming
Fundraising Events
| Event | Gross Receipts | Gross Revenue | Direct Expenses | Net Income |
|---|---|---|---|---|
| Dolphin Dash | $55,906 | $55,906 | $8,529 | $47,377 |
| Book Fair | $11,026 | $11,026 | $8,181 | $2,845 |
| Total Events | $66,932 | $66,932 | $18,140 | $48,792 |
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
- 2024-05-09
- 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 11BANK CHARGES 69GOVT FILING FEES 50HUC 372MEMBERSHIP INCENTIVES 96PAYMENT VENDOR SERVICE CHARGES 1,232PRINCIPAL NECESSITY 294PTA DISCRETIONARY FUND 1,619PTA TOOL KIT 900SPC DUES 100PTA GOLF TOURNAMENT 100100 MILE CLUB 2,462FIELD TRIPS 10,266POPCORN MACHINE & SUPPLIES 216RED RIBBON WEEK 1,119SCHOOL EVENTS 975SCHOOL LIBRARY 1,000SCHOOL RESOURCES AND EQUIPMENT 235SPECIAL PERSONS DAY 604STAFF APPRECIATION 2,522STAFF BREAKFAST/LUNCH 659STEM4SCHOOLS PROGRAM 11,830SUPPORT STAFF SUPPLIES 154TEACHER SUPPLIES 12,994THE IMAGINATION MACHINE 1,650THEATER 1,916VISUAL ARTS PROGRAM 9,6005TH GRADE CAMP PAYMMENTS PASS-THRU 27,6615TH GRADE GRADUATING CLASS 1,9545TH GRADE GRAD CLASS-MOVIE NIGHT 1,4135TH GRADE GRAD CLASS-SWEET TREATS 1,8294TH GRADE PASS-THRU 672”
Description of other assets Part II line 24
“Category Beginning of Year End of YearPAYSIMPLE ACCOUNT 430 765”
Description of total liabilities Part II line 26
“Category Beginning of Year End of YearMEMBERSHIP DUES STATE/NATIONAL 11 10”
Other program services Part III line 31
“Promote and administer: stem4schools $11,830 the imagination machine 1,650 100 mile club 2,462 -------- total $15,942”
Raw XML Appendix225 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/PersonNm | 0 | KRISTIN DEMICCO |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 7143784200 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | C0 8787 DOLPHIN DRIVE |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | HUNTINGTON BEACH |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | CA |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 92646 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 38671 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 31432 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | false |
| IRS990EZ/ContributionsGiftsGrantsEtcAmt | 0 | 5924 |
| IRS990EZ/CostOfGoodsSoldAmt | 0 | 27340 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | false |
| IRS990EZ/EngagedInExcessBenefitTransInd | 0 | false |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | -6903 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 725 |
| IRS990EZ/FiledScheduleAInd | 0 | true |
| IRS990EZ/ForeignFinancialAccountInd | 0 | false |
| IRS990EZ/ForeignOfficeInd | 0 | false |
| IRS990EZ/Form1120PolFiledInd | 0 | false |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 39101 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 32197 |
| IRS990EZ/FundraisingGrossIncomeAmt | 0 | 75443 |
| IRS990EZ/GrossProfitLossSlsOfInvntryAmt | 0 | 2178 |
| IRS990EZ/GrossReceiptsAmt | 0 | 148505 |
| IRS990EZ/GrossSalesOfInventoryAmt | 0 | 29518 |
| IRS990EZ/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/LandAndBuildingsGrp/BOYAmt | 0 | 0 |
| IRS990EZ/LandAndBuildingsGrp/EOYAmt | 0 | 0 |
| IRS990EZ/LobbyingActivitiesInd | 0 | false |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | false |
| IRS990EZ/MembershipDuesAmt | 0 | 1682 |
| IRS990EZ/MethodOfAccountingCashInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 39090 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 32187 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 39090 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 32187 |
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| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 5.00 |
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| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 3 | 5.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 4 | 5.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 5 | 5.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 6 | 5.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 7 | 5.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 8 | 5.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 9 | 5.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
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| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 5 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 6 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 7 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 8 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 9 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 5 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 6 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 7 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 8 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 9 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 5 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 6 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 7 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 8 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 9 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | JACLYN GERRY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | MICHELLE FULTON |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | SHERYL FINCH |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | ROSE ROGERS |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 4 | KATY ROULETTE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 5 | KRISTIN DEMICCO |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 6 | JULIA ROOS |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 7 | MICHELLE HARWOOD |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 8 | KELLEE PARKER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 9 | NICOLE ROQUEMORE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | PRESIDENT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | EXECUTIVE VP |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | VP OF FUNDRAISING |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | VP OF COMMUNICATIONS |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 4 | VP OF PROGRAMS |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 5 | SECRETARY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 6 | TREASURER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 7 | FINANCIAL SECRETARY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 8 | PARLIAMENTARIAN |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 9 | TEACHER REPRESENTATIVE |
| IRS990EZ/OperateHospitalInd | 0 | false |
| IRS990EZ/Organization501c3Ind | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | false |
| IRS990EZ/OrganizationHadUBIInd | 0 | false |
| IRS990EZ/OtherAssetsTotalDetail/BOYAmt | 0 | 430 |
| IRS990EZ/OtherAssetsTotalDetail/EOYAmt | 0 | 765 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 96574 |
| IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt | 0 | NONE |
| IRS990EZ/PartVIOfCompOfHghstPdEmplTxt | 0 | NONE |
| IRS990EZ/PoliticalCampaignActyInd | 0 | false |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | PROMOTE ELEMENTARY EDUCATION ENRICHMENT |
| IRS990EZ/PrintingPublicationsPostageAmt | 0 | 758 |
| IRS990EZ/ProgramServiceRevenueAmt | 0 | 35938 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | PROVIDE TEACHER GRANT REIMBURSEMENTS FOR MATERIALS & SUPPLIES, AND FUNDING IN SUPPORT EDUCATIONAL PROGRAM ACTIVITIES AND COMPUTER TECHNOLOGY UPGRADES. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 1 | PROVIDE ART, MUSIC, AND THEATRE PROGRAMS.PROVIDE EDUCATIONAL EVENTS AND RELATED AWARDS, ASSEMBLIES AND STAFF APPRECIATION FOR EACH GRADE LEVEL. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 2 | PROVIDE EDUCATIONAL EVENTS AND RELATED AWARDS, ASSEMBLIES AND STAFF APPRECIATION FOR EACH GRADE LEVEL. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 3 | Other program services |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 59369 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 1 | 11516 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 2 | 4904 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 3 | 15942 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SchoolOperatingInd | 0 | false |
| IRS990EZ/SpecialEventsDirectExpensesAmt | 0 | 30011 |
| IRS990EZ/SpecialEventsNetIncomeLossAmt | 0 | 45432 |
| IRS990EZ/StatesWhereCopyOfReturnIsFldCd | 0 | CA |
| IRS990EZ/SubjectToProxyTaxInd | 0 | false |
| IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt | 0 | 11 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 10 |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TotalExpensesAmt | 0 | 98057 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 91731 |
| IRS990EZ/TotalRevenueAmt | 0 | 91154 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd | 0 | false |
| IRS990EZ/TypeOfOrganizationAssocInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | N/A |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt | 0 | 7606 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt | 0 | 6403 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt | 0 | 3495 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt | 0 | 10994 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt | 0 | 4719 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt | 0 | 33217 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt | 0 | 140899 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt | 0 | 125160 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt | 0 | 54084 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt | 0 | 83055 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt | 0 | 104018 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt | 0 | 507216 |
| IRS990ScheduleA/InvestmentIncomeCYPct | 0 | 0.00000 |
| IRS990ScheduleA/InvestmentIncomePYPct | 0 | 0.00000 |
| IRS990ScheduleA/PubliclySupportedOrg509a2Ind | 0 | X |
| IRS990ScheduleA/PublicSupportCY509Pct | 0 | 1.00000 |
| IRS990ScheduleA/PublicSupportPY509Pct | 0 | 1.00000 |
| IRS990ScheduleA/PublicSupportTotal509Amt | 0 | 540433 |
| IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind | 0 | X |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt | 0 | 148505 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt | 0 | 131563 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt | 0 | 57579 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt | 0 | 94049 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt | 0 | 108737 |
| IRS990ScheduleA/Total509Grp/TotalAmt | 0 | 540433 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt | 0 | 148505 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt | 0 | 131563 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt | 0 | 57579 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt | 0 | 94049 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt | 0 | 108737 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt | 0 | 540433 |
| IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt | 0 | 18140 |
| IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt | 0 | 1430 |
| IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt | 0 | 1430 |
| IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm | 0 | DOLPHIN DASH |
| IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm | 0 | BOOK FAIR |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt | 0 | 55906 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt | 0 | 11026 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt | 0 | 66932 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt | 0 | 55906 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt | 0 | 11026 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt | 0 | 66932 |
| IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt | 0 | 48792 |
| IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt | 0 | 16710 |
| IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt | 0 | 8529 |
| IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt | 0 | 8181 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | Description AmountADMINSTRATIVE & SUPPLIES 11BANK CHARGES 69GOVT FILING FEES 50HUC 372MEMBERSHIP INCENTIVES 96PAYMENT VENDOR SERVICE CHARGES 1,232PRINCIPAL NECESSITY 294PTA DISCRETIONARY FUND 1,619PTA TOOL KIT 900SPC DUES 100PTA GOLF TOURNAMENT 100100 MILE CLUB 2,462FIELD TRIPS 10,266POPCORN MACHINE & SUPPLIES 216RED RIBBON WEEK 1,119SCHOOL EVENTS 975SCHOOL LIBRARY 1,000SCHOOL RESOURCES AND EQUIPMENT 235SPECIAL PERSONS DAY 604STAFF APPRECIATION 2,522STAFF BREAKFAST/LUNCH 659STEM4SCHOOLS PROGRAM 11,830SUPPORT STAFF SUPPLIES 154TEACHER SUPPLIES 12,994THE IMAGINATION MACHINE 1,650THEATER 1,916VISUAL ARTS PROGRAM 9,6005TH GRADE CAMP PAYMMENTS PASS-THRU 27,6615TH GRADE GRADUATING CLASS 1,9545TH GRADE GRAD CLASS-MOVIE NIGHT 1,4135TH GRADE GRAD CLASS-SWEET TREATS 1,8294TH GRADE PASS-THRU 672 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | Category Beginning of Year End of YearPAYSIMPLE ACCOUNT 430 765 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | Category Beginning of Year End of YearMEMBERSHIP DUES STATE/NATIONAL 11 10 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | PROMOTE AND ADMINISTER: STEM4SCHOOLS $11,830 THE IMAGINATION MACHINE 1,650 100 MILE CLUB 2,462 -------- TOTAL $15,942 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | Description of other expenses Part I line 16 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | Description of other assets Part II line 24 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | Description of total liabilities Part II line 26 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | Other program services Part III line 31 |
| ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd | 0 | AAL1 |
| ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd | 0 | IAL1 |
| ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd | 0 | 00 |
| ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd | 0 | 0 |
| ReturnHeader/BuildTS | 0 | 2023-04-26 12:10:37Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | true |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | KRISTIN DEMICCO |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | TREASURER |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 7143784200 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2024-05-09 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | WILLIAM T NEWLAND PTA |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | WILL |
| ReturnHeader/Filer/EIN | 0 | 330332402 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 8787 DOLPHIN DRIVE |
| ReturnHeader/Filer/USAddress/CityNm | 0 | HUNTINGTON BEACH |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | CA |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 92646 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 330919986 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | Richard C Rudolph CPA |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 9531 Panacea Drive |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | Huntington Beach |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | CA |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 92646 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 7149621586 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | Richard C Rudolph |
| ReturnHeader/PreparerPersonGrp/SelfEmployedInd | 0 | X |
| ReturnHeader/ReturnTs | 0 | 2024-05-11T21:30:44-04:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm | 0 | KRISTIN |
| ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm | 0 | DEMICCO |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2022-07-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2023-06-30 |
| ReturnHeader/TaxYr | 0 | 2022 |
Document Assets
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Filings
Displayed year
2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $32,197
- Liabilities
- $10
- Net assets
- $32,187
- Revenue
- $91,154
- Expenses
- $98,057
- Net income
- -$6,903