Dona Merced PTA

990EZ • Fiscal year 2014 • EIN 33-0377712

Jul 01, 2013 to Jun 30, 2014 • Filed on Oct 21, 2014

Organization Profile N/A

10333 Palo Alto Street91730-1744

(909) 980-1600

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

0.00x

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

0.00x

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

25%

Higher net margin than 81% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

$5,000

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 11.5% of source-year revenue.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

62%

Faster asset growth than 86% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

7.6%

Faster revenue growth than 59% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet

Liabilities / Assets55th percentile

Assets

$28,556

Up $10,894 (+62%) from 2013

Net Assets

$28,556

Up $10,894 (+62%) from 2013

Liabilities

Flat

Flat from 2013

Revenue And Expenses

Liabilities / Revenue55th percentile Net Margin81st percentile

Revenue

$43,589

Up $3,065 (+7.6%) from 2013

Expenses

Down

$32,695

Down $11,037 (-25%) from 2013

Net Income

$10,894

Up $14,102 (+440%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth86th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

Highlighted filing

2014

Assets$28,556

Liabilities$0

Net Assets$28,556

Open 2014 Filing

Operations Trend

Revenue Growth59th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

Highlighted filing

2014

Revenue$43,589

Expenses$32,695

Net Income$10,894

Open 2014 Filing

Jump To

Filing Snapshot

Filing Period: Jul 1, 2013 to Jun 30, 2014
Signed: Oct 21, 2014
Return Version: 2013v3.1
Gross Receipts: $103,354

Mission and Program Overview

Mission

Support parents teachers and students

Program Services

Description	Grants	Expenses
RED RIBBON WEEK EXPENSES DONA DOLLARS EXPENSES AND OTHER SPECIAL PROJECTS	-	$15,246
AWARDS PROGRAM SCHOOL ASSEMBLIES COST AND ACCELERATED READER PROGRAMMING	-	$6,552
STUDENT AGENDAS STUDENT STUDY TRIPS ARTS PROGRAMMING EXPENSES	-	$6,400

Compensation and Service Providers

Top Officer Pay77th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
SUSAN LYNCH	Contractor	-	$5,000	-	$5,000
KAYLA CORREIA	President	PT	$0	-	-
ERIN KLEMPNER	Treasurer	PT	$0	-	-
KATHERINE TRAUTNER	Vice President	PT	$0	-	-

Filing and Contact Details

Filer

EIN: 33-0377712

Signing Officer

Name: Katherine Trautner
Title: Vice President
Phone: 9099801600
Signed: 2014-10-21
Discuss with paid preparer: Yes

Preparer

Preparer: Clinton M Young
Phone: 9516824848

Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

“Description amountoperating expenses 4,517program expenses 28,198misc balance adjustment (20)”

Raw XML Appendix157 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
CompensationExplanation/CompensationExplanationGrp/PersonNm	0	SUSAN LYNCH
CompensationExplanation/CompensationExplanationGrp/ShortExplanationTxt	0	PAID FOR CONTRACTED SERVICES TO THE DONA MERCED SCHOOL
IRS990EZ/ActivitiesNotPreviouslyRptInd	0	false
IRS990EZ/BooksInCareOfDetail/PersonNm	0	ERIN KLEMPNER
IRS990EZ/BooksInCareOfDetail/PhoneNum	0	9099801600
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1	0	10333 PALO ALTO STREET
IRS990EZ/BooksInCareOfDetail/USAddress/City	0	RANCHO CUCAMONGA
IRS990EZ/BooksInCareOfDetail/USAddress/State	0	CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode	0	91730
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt	0	17662
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt	0	28556
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd	0	false
IRS990EZ/ContributionsGiftsGrantsEtcAmt	0	6375
IRS990EZ/CostOfGoodsSoldAmt	0	47879
IRS990EZ/DonorAdvisedFndsInd	0	false
IRS990EZ/EngagedInExcessBenefitTransInd	0	false
IRS990EZ/ExcessOrDeficitForYearAmt	0	10894
IRS990EZ/FiledScheduleAInd	0	true
IRS990EZ/ForeignFinancialAccountInd	0	false
IRS990EZ/ForeignOfficeInd	0	false
IRS990EZ/Form1120PolFiledInd	0	false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt	0	17662
IRS990EZ/Form990TotalAssetsGrp/EOYAmt	0	28556
IRS990EZ/FundraisingGrossIncomeAmt	0	13560
IRS990EZ/GrossProfitLossSlsOfInvntryAmt	0	35529
IRS990EZ/GrossReceiptsAmt	0	103354
IRS990EZ/GrossSalesOfInventoryAmt	0	83408
IRS990EZ/GroupExemptionNum	0	0646
IRS990EZ/InfoInScheduleOPartIInd	0	X
IRS990EZ/InvestmentIncomeAmt	0	11
IRS990EZ/LandAndBuildingsGrp/BOYAmt	0	0
IRS990EZ/LandAndBuildingsGrp/EOYAmt	0	0
IRS990EZ/LobbyingActivitiesInd	0	false
IRS990EZ/MadeLoansToFromOfficersInd	0	false
IRS990EZ/MethodOfAccountingCashInd	0	X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt	0	17662
IRS990EZ/NetAssetsOrFundBalancesEOYAmt	0	28556
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt	0	17662
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt	0	28556
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	0	5.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	1	5.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	2	5.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	3	4.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	0	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	1	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	2	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	3	5000
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt	0	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt	1	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt	2	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt	3	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt	0	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt	1	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt	2	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt	3	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	0	KAYLA CORREIA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	1	ERIN KLEMPNER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	2	KATHERINE TRAUTNER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	3	SUSAN LYNCH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	0	PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	1	TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	2	VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	3	CONTRACTOR
IRS990EZ/OperateHospitalInd	0	false
IRS990EZ/Organization501c3Ind	0	X
IRS990EZ/OrganizationDissolvedEtcInd	0	false
IRS990EZ/OrganizationHadUBIInd	0	false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt	0	0
IRS990EZ/OtherAssetsTotalDetail/EOYAmt	0	0
IRS990EZ/OtherExpensesTotalAmt	0	32695
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt	0	NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt	0	NONE
IRS990EZ/PoliticalCampaignActyInd	0	false
IRS990EZ/PrimaryExemptPurposeTxt	0	SUPPORT PARENTS TEACHERS AND STUDENTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt	0	AWARDS PROGRAM SCHOOL ASSEMBLIES COST AND ACCELERATED READER PROGRAMMING
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt	1	STUDENT AGENDAS STUDENT STUDY TRIPS ARTS PROGRAMMING EXPENSES
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt	2	RED RIBBON WEEK EXPENSES DONA DOLLARS EXPENSES AND OTHER SPECIAL PROJECTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt	0	6552
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt	1	6400
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt	2	15246
IRS990EZ/ProhibitedTaxShelterTransInd	0	false
IRS990EZ/RelatedOrganizationCtrlEntInd	0	false
IRS990EZ/ScheduleBNotRequiredInd	0	X
IRS990EZ/SchoolOperatingInd	0	false
IRS990EZ/SpecialEventsDirectExpensesAmt	0	11886
IRS990EZ/SpecialEventsNetIncomeLossAmt	0	1674
IRS990EZ/StatesWhereCopyOfReturnIsFldCd	0	CA
IRS990EZ/SubjectToProxyTaxInd	0	false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt	0	0
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt	0	0
IRS990EZ/TanningServicesProvidedInd	0	false
IRS990EZ/TotalExpensesAmt	0	32695
IRS990EZ/TotalProgramServiceExpensesAmt	0	28198
IRS990EZ/TotalRevenueAmt	0	43589
IRS990EZ/TransactionWithControlEntInd	0	false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd	0	false
IRS990EZ/TypeOfOrganizationAssocInd	0	X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt	0	6375
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt	0	6180
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt	0	5612
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt	0	6531
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt	0	4010
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt	0	28708
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt	0	96980
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt	0	111122
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt	0	103745
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt	0	100871
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt	0	96000
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt	0	508718
IRS990ScheduleA/InvestmentIncomeCYPct	0	0.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind	0	X
IRS990ScheduleA/PublicSupportCY509Pct	0	1.00000
IRS990ScheduleA/PublicSupportPY509Pct	0	1.00000
IRS990ScheduleA/PublicSupportTotal509Amt	0	537426
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind	0	X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt	0	103355
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt	0	117302
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt	0	109357
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt	0	107402
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt	0	100010
IRS990ScheduleA/Total509Grp/TotalAmt	0	537426
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt	0	103355
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt	0	117302
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt	0	109357
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt	0	107402
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt	0	100010
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt	0	537426
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	0	DESCRIPTION AMOUNTOPERATING EXPENSES 4,517PROGRAM EXPENSES 28,198MISC BALANCE ADJUSTMENT (20)
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	0	Description of other expenses Part I line 16
ReturnHeader/BuildTS	0	2015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	true
ReturnHeader/BusinessOfficerGrp/PersonNm	0	KATHERINE TRAUTNER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	VICE PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	9099801600
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2014-10-21
ReturnHeader/Filer/BusinessName/BusinessNameLine1	0	DONA MERCED PTA
ReturnHeader/Filer/BusinessNameControlTxt	0	DONA
ReturnHeader/Filer/EIN	0	330377712
ReturnHeader/Filer/USAddress/AddressLine1	0	10333 PALO ALTO STREET
ReturnHeader/Filer/USAddress/City	0	RANCHO CUCAMONGA
ReturnHeader/Filer/USAddress/State	0	CA
ReturnHeader/Filer/USAddress/ZIPCode	0	917301744
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	330779425
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1	0	ADVANTAGE TAX SERVICE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1	0	3723 TIBBETTS STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City	0	RIVERSIDE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State	0	CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode	0	92506
ReturnHeader/PreparerPersonGrp/PhoneNum	0	9516824848
ReturnHeader/PreparerPersonGrp/PreparationDt	0	2014-10-22
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	CLINTON M YOUNG
ReturnHeader/PreparerPersonGrp/SelfEmployedInd	0	X
ReturnHeader/ReturnTs	0	2014-10-22T12:56:01-07:00
ReturnHeader/ReturnTypeCd	0	990EZ
ReturnHeader/TaxPeriodBeginDt	0	2013-07-01
ReturnHeader/TaxPeriodEndDt	0	2014-06-30
ReturnHeader/TaxYr	0	2013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $28,556
Liabilities: $0
Net assets: $28,556
Revenue: $43,589
Expenses: $32,695
Net income: $10,894

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2025Detailed filing. Detailed filing data is available for this year.	$7.28		$7.28	$28.9	$29.8	$0.90
2024Detailed filing. Detailed filing data is available for this year.	$8.18	$0.00	$8.18	$30.7	$32.5	$1.87
2023Detailed filing. Detailed filing data is available for this year.	$10.1	$0.00	$10.1	$36.4	$35.4	$0.99
2022Detailed filing. Detailed filing data is available for this year.	$9.07	$0.00	$9.07	$16.1	$16.0	$0.06
2021Detailed filing. Detailed filing data is available for this year.	$9.00	$0.00	$9.00	$23.0	$16.6	$6.42
2020Detailed filing. Detailed filing data is available for this year.	$2.59	$0.00	$2.59	$20.7	$24.8	$4.14
2019Detailed filing. Detailed filing data is available for this year.	$6.72	$0.00	$6.72	$42.5	$38.0	$4.45
2018Detailed filing. Detailed filing data is available for this year.	$2.28	$0.00	$2.28	$77.5	$85.6	$8.03
2017Detailed filing. Detailed filing data is available for this year.	$10.3	$0.00	$10.3	$34.6	$39.8	$5.24
2016Detailed filing. Detailed filing data is available for this year.	$15.6	$0.00	$15.6	$37.8	$35.2	$2.64
2015Detailed filing. Detailed filing data is available for this year.	$12.9	$0.00	$12.9	$46.3	$62.0	$15.6
2014Detailed filing. Detailed filing data is available for this year.	$28.6	$0.00	$28.6	$43.6	$32.7	$10.9
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.	$17.7	$0.00	$17.7	$40.5	$43.7	$3.21
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.	$20.9	$0.00	$20.9	$36.5	$26.0	$10.5
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.	$10.4	$0.00	$10.4	$36.9	$44.7	$7.74