Civic Intelligence

Dona Merced PTA

990EZ • Fiscal year 2024 • EIN 33-0377712

Jul 01, 2023 to Jun 30, 2024 • Filed on Sep 23, 2024

Organization ProfileN/A
10333 Palo Alto StreetRancho Cucamonga, CA 91730-1744

(909) 980-1600

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

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

Liabilities / Revenue

57th percentile

0.00x

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

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

Net Margin

31st percentile

-6.1%

Higher net margin than 31% 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

25th percentile

-19%

Faster asset growth than 25% of similar nonprofits.

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

Revenue Growth

29th percentile

-16%

Faster revenue growth than 29% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets56th percentile

Assets

Down

$8,179

Down $1,871 (-19%) from 2023

Net Assets

Down

$8,179

Down $1,871 (-19%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin31st percentile

Revenue

Down

$30,671

Down $5,711 (-16%) from 2023

Expenses

Down

$32,542

Down $2,855 (-8.1%) from 2023

Net Income

Down

-$1,871

Down $2,856 (-290%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth25th percentile

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

$30K$20K$10K$0Assets 2011: $10,366Liabilities 2011: $0Net Assets 2011: $10,3662011Assets 2012: $20,870Liabilities 2012: $0Net Assets 2012: $20,8702012Assets 2013: $17,662Liabilities 2013: $0Net Assets 2013: $17,6622013Assets 2014: $28,556Liabilities 2014: $0Net Assets 2014: $28,5562014Assets 2015: $12,908Liabilities 2015: $0Net Assets 2015: $12,9082015Assets 2016: $15,552Liabilities 2016: $0Net Assets 2016: $15,5522016Assets 2017: $10,308Liabilities 2017: $0Net Assets 2017: $10,3082017Assets 2018: $2,277Liabilities 2018: $0Net Assets 2018: $2,2772018Assets 2019: $6,722Liabilities 2019: $0Net Assets 2019: $6,7222019Assets 2020: $2,585Liabilities 2020: $0Net Assets 2020: $2,5852020Assets 2021: $9,001Liabilities 2021: $0Net Assets 2021: $9,0012021Assets 2022: $9,065Liabilities 2022: $0Net Assets 2022: $9,0652022Assets 2023: $10,050Liabilities 2023: $0Net Assets 2023: $10,0502023Assets 2024: $8,179Liabilities 2024: $0Net Assets 2024: $8,1792024Assets 2025: $7,277Net Assets 2025: $7,2772025

Highlighted filing

2024

Assets$8,179
Liabilities$0
Net Assets$8,179
Open 2024 Filing

Operations Trend

Revenue Growth29th percentile

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

$100K$50K$0-$50KRevenue 2011: $36,932Expenses 2011: $44,674Net Income 2011: -$7,7422011Revenue 2012: $36,535Expenses 2012: $26,031Net Income 2012: $10,5042012Revenue 2013: $40,524Expenses 2013: $43,732Net Income 2013: -$3,2082013Revenue 2014: $43,589Expenses 2014: $32,695Net Income 2014: $10,8942014Revenue 2015: $46,313Expenses 2015: $61,961Net Income 2015: -$15,6482015Revenue 2016: $37,840Expenses 2016: $35,196Net Income 2016: $2,6442016Revenue 2017: $34,564Expenses 2017: $39,808Net Income 2017: -$5,2442017Revenue 2018: $77,527Expenses 2018: $85,558Net Income 2018: -$8,0312018Revenue 2019: $42,483Expenses 2019: $38,038Net Income 2019: $4,4452019Revenue 2020: $20,658Expenses 2020: $24,795Net Income 2020: -$4,1372020Revenue 2021: $23,002Expenses 2021: $16,586Net Income 2021: $6,4162021Revenue 2022: $16,075Expenses 2022: $16,011Net Income 2022: $642022Revenue 2023: $36,382Expenses 2023: $35,397Net Income 2023: $9852023Revenue 2024: $30,671Expenses 2024: $32,542Net Income 2024: -$1,8712024Revenue 2025: $28,873Expenses 2025: $29,775Net Income 2025: -$9022025

Highlighted filing

2024

Revenue$30,671
Expenses$32,542
Net Income-$1,871
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Sep 23, 2024
Return Version
2023v5.1
Gross Receipts
$30,671
Mission and Program Overview

Mission

Support parents teachers and students

Program Services

DescriptionGrantsExpenses
GIFT TO SCHOOOL-$2,783
STUDENT PROGRAMS--
BACK TO SCHOOL EVENTS, HOSPITALITY, TEACHER APPRECIATION, SERVICES--
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
NATALIE MILLERPresidentPT$0--
LINDA SETTEMBERTreasurerPT$0--
KERRI SMEDEROVACSecretaryPT$0--
DIANE KOTLEWSKIPast Treasurer-$0--
Filing and Contact Details

Filer

Filer Name
Dona Merced Pta
EIN
33-0377712
Address
10333 PALO ALTO STREET, RANCHO CUCAMONGA, CA 91730-1744

Signing Officer

Name
Diane Kotlewski
Title
Past Treasurer
Phone
9099801600
Signed
2024-09-23
Discuss with paid preparer
Yes

Preparer

Firm
Advantage Tax Service
Address
3723 TIBBETTS STREET, RIVERSIDE, CA 92506
Preparer
Clinton M Young
Phone
9516824848
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

“Description amountoperating expenses 1,157program services expenses 29,308account adjustment 2,077”

Raw XML Appendix150 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/PersonNm0LINDA SETTEMBER
IRS990EZ/BooksInCareOfDetail/PhoneNum09099801600
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt010333 PALO ALTO STREET
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0RANCHO CUCAMONGA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0917301744
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt010050
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt08179
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt01849
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-1871
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt010050
IRS990EZ/Form990TotalAssetsGrp/EOYAmt08179
IRS990EZ/FundraisingGrossIncomeAmt0413
IRS990EZ/GrossProfitLossSlsOfInvntryAmt028409
IRS990EZ/GrossReceiptsAmt030671
IRS990EZ/GrossSalesOfInventoryAmt028409
IRS990EZ/GroupExemptionNum00646
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt010050
IRS990EZ/NetAssetsOrFundBalancesEOYAmt08179
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt010050
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt08179
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt015.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt115.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0NATALIE MILLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1LINDA SETTEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2KERRI SMEDEROVAC
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3DIANE KOTLEWSKI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3PAST TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt032542
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SUPPORT PARENTS TEACHERS AND STUDENTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0STUDENT PROGRAMS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1BACK TO SCHOOL EVENTS, HOSPITALITY, TEACHER APPRECIATION, SERVICES
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2GIFT TO SCHOOOL
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt02783
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsNetIncomeLossAmt0413
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt032542
IRS990EZ/TotalProgramServiceExpensesAmt02783
IRS990EZ/TotalRevenueAmt030671
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt01849
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt03359
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt04890
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt020128
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt05064
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt035290
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt027744
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt031087
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt020246
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt03327
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt059042
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0141446
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0176736
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt029593
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt034446
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt025136
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt023455
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt064106
IRS990ScheduleA/Total509Grp/TotalAmt0176736
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt029593
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt034446
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt025136
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt023455
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt064106
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0176736
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION AMOUNTOPERATING EXPENSES 1,157PROGRAM SERVICES EXPENSES 29,308ACCOUNT ADJUSTMENT 2,077
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DIANE KOTLEWSKI
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PAST TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09099801600
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-09-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DONA MERCED PTA
ReturnHeader/Filer/BusinessNameControlTxt0DONA
ReturnHeader/Filer/EIN0330377712
ReturnHeader/Filer/USAddress/AddressLine1Txt010333 PALO ALTO STREET
ReturnHeader/Filer/USAddress/CityNm0RANCHO CUCAMONGA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd0917301744
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0330779425
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ADVANTAGE TAX SERVICE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03723 TIBBETTS STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0RIVERSIDE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092506
ReturnHeader/PreparerPersonGrp/PhoneNum09516824848
ReturnHeader/PreparerPersonGrp/PreparationDt02024-10-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CLINTON M YOUNG
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02024-10-05T13:10:25-04:00
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
$8,179
Liabilities
$0
Net assets
$8,179
Revenue
$30,671
Expenses
$32,542
Net income
-$1,871
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet 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