Civic Intelligence

Alta Murrieta Elementary PTA

EIN 33-0375080 • 501(c)3 • Murreita, CA

Profile

Pta activities relating to the fundraising for the purpose of providing funds to further the students experience and support school activities

39475 Whitewood RoadMurreita, CA 92562

n/A

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2025

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2025

Net Margin

60th percentile

7.7%

Higher net margin than 60% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2025

Asset Growth

75th percentile

18%

Faster asset growth than 75% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2025

Revenue Growth

36th percentile

-15%

Faster revenue growth than 36% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2025

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$25,722

Up $2,097 (+8.9%) from 2024

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Up

$25,722

Up $2,097 (+8.9%) from 2024

Operations
Liabilities / RevenueScore unavailableNet Margin60th percentile

Revenue

Down

$27,097

Down $25,994 (-49%) from 2024

Expenses

Down

$25,000

Down $22,907 (-48%) from 2024

Net Income

Down

$2,097

Down $3,087 (-60%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth75th percentile

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

$30K$20K$10K$0Assets 2020: $11,791Net Assets 2020: $11,7912020Assets 2021: $11,350Net Assets 2021: $11,3502021Assets 2022: $22,065Net Assets 2022: $22,0652022Assets 2023: $18,441Net Assets 2023: $18,4412023Assets 2024: $23,625Net Assets 2024: $23,6252024Assets 2025: $25,722Net Assets 2025: $25,7222025

Highlighted filing

2025

Assets$25,722
Liabilities-
Net Assets$25,722
Open 2025 Filing

Operations Trend

Revenue Growth36th percentile

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

$60K$40K$20K$0-$20KRevenue 2020: $45,316Expenses 2020: $33,668Net Income 2020: $11,6482020Revenue 2021: $2,040Expenses 2021: $2,481Net Income 2021: -$4412021Revenue 2022: $12,293Expenses 2022: $1,578Net Income 2022: $10,7152022Revenue 2023: $37,145Expenses 2023: $40,769Net Income 2023: -$3,6242023Revenue 2024: $53,091Expenses 2024: $47,907Net Income 2024: $5,1842024Revenue 2025: $27,097Expenses 2025: $25,000Net Income 2025: $2,0972025

Highlighted filing

2025

Revenue$27,097
Expenses$25,000
Net Income$2,097
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$25,722
Liabilities
-
Net assets
$25,722
Revenue
$27,097
Expenses
$25,000
Net income
$2,097
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$25.7$25.7$27.1$25.0$2.10
2024Detailed filing. Detailed filing data is available for this year.$23.6$23.6$53.1$47.9$5.18
2023Detailed filing. Detailed filing data is available for this year.$18.4$18.4$37.1$40.8$3.62
2022Detailed filing. Detailed filing data is available for this year.$22.1$22.1$12.3$1.58$10.7
2021Detailed filing. Detailed filing data is available for this year.$11.4$11.4$2.04$2.48$0.44
2020Detailed filing. Detailed filing data is available for this year.$11.8$11.8$45.3$33.7$11.6
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Jul 8, 2025
Return Version
2024v5.2
Gross Receipts
$59,285
Mission and Program Overview

Mission

Pta activities relating to the fundraising for the purpose of providing funds to further the students experience and support school activities

Program Services

DescriptionGrantsExpenses
TO ORGANIZE PROGRAMS AND FUNDRATING WITH THE SOLE PURPOSE OF GENERATING FUNDS TO SUPPORT STUDENT ACTIVITIES AND ELEMENTARY SCHOOL NEEDS--
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SARAH LOPEZTreasurer-$0--
COURTNEY MERLEPresident-$0--
VERONICA KAWANOVice President-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Boosterthon$43,266$43,266$9,036$34,230
Holiday Gift Shop$9,088$9,088$3,898$5,190
Total Events$52,354$52,354$15,185$37,169
Filing and Contact Details

Filer

Filer Name
Alta Murrieta Elementary Pta
EIN
33-0375080
Phone
9516961403
Address
39475 WHITEWOOD ROAD, MURREITA, CA 92562

Signing Officer

Name
Viviana Gardea
Title
President
Signed
2025-07-08
Discuss with paid preparer
Yes

Preparer

Firm
RC & Co Financial Services
Address
40960 California Oaks Road 255, Murrieta, CA 92562
Preparer
Alexis Torres
Phone
9515297188
Supplemental Narrative

Additional Explanations

Grants and Similar Amounts Paid In Excess of $5,000.1

“| Donee's Name: ALTA MURRIETA ELEMENTARY SCHOOL | Donee's Address: 39475 WHITEWOOD MURRIETA CA 92563 | Cash Amount Given: $25000”

Raw XML Appendix144 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/PersonNm0CLAUDIA PELAYO
IRS990EZ/BooksInCareOfDetail/PhoneNum05628578916
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt039475 WHITEWOOD ROAD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0MURRIETA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092563
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt023625
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt025722
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0989
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt02097
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt023625
IRS990EZ/Form990TotalAssetsGrp/EOYAmt025722
IRS990EZ/FundraisingGrossIncomeAmt057018
IRS990EZ/GrantsAndSimilarAmountsPaidAmt025000
IRS990EZ/GrossReceiptsAmt059285
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt018
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt01260
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt023625
IRS990EZ/NetAssetsOrFundBalancesEOYAmt025722
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt023625
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt025722
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0SARAH LOPEZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1COURTNEY MERLE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2VERONICA KAWANO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Vice President
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PTA ACTIVITIES RELATING TO THE FUNDRAISING FOR THE PURPOSE OF PROVIDING FUNDS TO FURTHER THE STUDENTS EXPERIENCE AND SUPPORT SCHOOL ACTIVITIES
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO ORGANIZE PROGRAMS AND FUNDRATING WITH THE SOLE PURPOSE OF GENERATING FUNDS TO SUPPORT STUDENT ACTIVITIES AND ELEMENTARY SCHOOL NEEDS
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt032188
IRS990EZ/SpecialEventsNetIncomeLossAmt024830
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt025000
IRS990EZ/TotalRevenueAmt027097
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt03071
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0247
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt03318
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal509Amt03318
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt03071
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0247
IRS990ScheduleA/Total509Grp/TotalAmt03318
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt03071
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0247
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt03318
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt015185
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0BOOSTERTHON
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0HOLIDAY GIFT SHOP
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt043266
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt09088
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt052354
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt043266
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt09088
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt052354
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt037169
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt02251
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt02251
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt012934
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt09036
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt03898
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Donee's Name: ALTA MURRIETA ELEMENTARY SCHOOL | Donee's Address: 39475 WHITEWOOD MURRIETA CA 92563 | Cash Amount Given: $25000
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.1
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0VIVIANA GARDEA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-07-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ALTA MURRIETA ELEMENTARY PTA
ReturnHeader/Filer/BusinessNameControlTxt0ALTA
ReturnHeader/Filer/EIN0330375080
ReturnHeader/Filer/PhoneNum09516961403
ReturnHeader/Filer/USAddress/AddressLine1Txt039475 WHITEWOOD ROAD
ReturnHeader/Filer/USAddress/CityNm0MURREITA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092562
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0861802519
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0RC & Co Financial Services
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt040960 California Oaks Road 255
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Murrieta
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092562
ReturnHeader/PreparerPersonGrp/PhoneNum09515297188
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Alexis Torres
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-07-08T20:53:41-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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