Civic Intelligence

Morning Creek Elementary PTA

990EZ • Fiscal year 2019 • EIN 33-0407689

Jul 01, 2018 to Jun 30, 2019 • Filed on May 14, 2020

10925 Morning Creek Drive SouthSan Diego, CA 92128

(858) 663-2185

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2019

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2019

Net Margin

39th percentile

-0.4%

Higher net margin than 39% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

41st percentile

-1.5%

Faster asset growth than 41% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

75th percentile

23%

Faster revenue growth than 75% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Assets

Down

$22,034

Down $325 (-1.5%) from 2018

Net Assets

Down

$22,034

Down $325 (-1.5%) from 2018

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$86,799

Up $16,509 (+23%) from 2018

Expenses

Up

$87,124

Up $12,722 (+17%) from 2018

Net Income

Up

-$325

Up $3,787 (+92%) from 2018

Historical Trend

Balance Sheet Trend

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

$30K$20K$10K$0Assets 2012: $10,577Net Assets 2012: $10,5772012Assets 2014: $16,845Net Assets 2014: $16,8452014Assets 2015: $13,371Net Assets 2015: $13,3712015Assets 2016: $15,466Net Assets 2016: $15,4662016Assets 2017: $26,441Net Assets 2017: $26,4412017Assets 2018: $22,359Net Assets 2018: $22,3592018Assets 2019: $22,034Net Assets 2019: $22,0342019Assets 2020: $22,743Net Assets 2020: $22,7432020Assets 2021: $11,209Net Assets 2021: $11,2092021Assets 2022: $12,552Net Assets 2022: $12,5522022Assets 2023: $23,084Net Assets 2023: $23,0842023Assets 2024: $295Net Assets 2024: $2952024

Highlighted filing

2019

Assets$22,034
Liabilities-
Net Assets$22,034

Operations Trend

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

$100K$50K$0-$50KRevenue 2012: $30,811Expenses 2012: $23,384Net Income 2012: $7,4272012Revenue 2014: $61,156Expenses 2014: $57,115Net Income 2014: $4,0412014Revenue 2015: $50,432Expenses 2015: $53,906Net Income 2015: -$3,4742015Revenue 2016: $62,782Expenses 2016: $60,687Net Income 2016: $2,0952016Revenue 2017: $74,931Expenses 2017: $63,956Net Income 2017: $10,9752017Revenue 2018: $70,290Expenses 2018: $74,402Net Income 2018: -$4,1122018Revenue 2019: $86,799Expenses 2019: $87,124Net Income 2019: -$3252019Revenue 2020: $47,880Expenses 2020: $48,198Net Income 2020: -$3182020Revenue 2021: $14,439Expenses 2021: $26,541Net Income 2021: -$12,1022021Revenue 2022: $23,320Expenses 2022: $21,977Net Income 2022: $1,3432022Revenue 2023: $27,467Expenses 2023: $16,935Net Income 2023: $10,5322023Revenue 2024: $21,665Expenses 2024: $44,454Net Income 2024: -$22,7892024

Highlighted filing

2019

Revenue$86,799
Expenses$87,124
Net Income-$325
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
May 14, 2020
Return Version
2018v3.1
Gross Receipts
$103,045
Mission and Program Overview

Mission

To promote the welfare of children and youth in home, school, community and place of worship. The purpose of this association are promoted in association with the National PTA and California State PTA

Program Services

DescriptionGrantsExpenses
Other school events and activities$56,103-
Enrichment programs for students and parents$29,559-
Gifts to school$17,707-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Maureen GarciaPresidentPT$0--
Dora RamosExec VPPT$0--
Melanie SmithParliamentarian-$0--
Miral ShethTreasurer-$0--
Jesus CotaAuditor-$0--
Rhonda TaylorPrincipal-$0--
Christy MartinezVP MembershipPT$0--
Pauline BeitkanounSecretary-$0--
Christina WalkelyVP Programs-$0--
Laura UpsonHistorian-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
T-shirts$11,449$11,449$8,205$3,244
Total Events$11,449$11,449$8,205$3,244
Filing and Contact Details

Filer

Filer Name
Morning Creek Elementary PTA
EIN
33-0407689
Phone
8586632185
Address
10925 Morning Creek Drive South, San Diego, CA 92128

Signing Officer

Name
Miral Sheth
Title
Treasurer
Signed
2020-05-14
Discuss with paid preparer
Yes

Preparer

Firm
F C Payroll Inc
Address
11717 BERNARDO PLAZA CT STE 205, SAN DIEGO, CA 92128-2420
Preparer
Cherry R Laurent CPA
Phone
8584874444
Supplemental Narrative

Additional Explanations

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

Class of Activity: Gifts to school | Donee's Name: Morning Creek Elementary | Donee's Address: 10925 Morning Creek Drive, S San Diego CA 92128 | Cash Amount Given: $18428

Other Expenses.1012

Insurance $1174

Other Expenses.1

Direct program expenses $60571

Other Expenses.2

Dues & memberships $1905

Other Expenses.3

Staff recognition $1466

Other Expenses.4

Supplies $1197

Other Expenses.5

Volunteer expenses $705

Other Expenses.7

Office supplies $381

Other Expenses.8

Bank charges $202

Other Expenses.9

Filing fees $123

Raw XML Appendix209 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/USAddress/CityNm0San Diego
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Maureen Garcia
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Dora Ramos
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Melanie Smith
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Miral Sheth
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Jesus Cota
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Rhonda Taylor
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Pauline Beitkanoun
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8Christina Walkely
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9Laura Upson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Exec VP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Parliamentarian
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Auditor
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Principal
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6VP Membership
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8VP Programs
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9Historian
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt067724
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0To promote the welfare of children and youth in home, school, community and place of worship. The purpose of this association are promoted in association with the National PTA and California State PTA
IRS990EZ/PrintingPublicationsPostageAmt0472
IRS990EZ/ProgramServiceRevenueAmt059267
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IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt256103
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt016246
IRS990EZ/SpecialEventsNetIncomeLossAmt010344
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt087124
IRS990EZ/TotalProgramServiceExpensesAmt0103369
IRS990EZ/TotalRevenueAmt086799
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt017188
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt09839
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt013812
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt010554
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt08464
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IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt069610
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt061119
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt052227
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt041969
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0285372
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct00.98630
IRS990ScheduleA/PublicSupportTotal509Amt0345229
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt086798
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt074931
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IRS990ScheduleA/Total509Grp/TotalAmt0345229
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt086798
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt070286
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt074931
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt062781
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt050433
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0345229
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt08205
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0T-shirts
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt011449
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt011449
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IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt08205
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt08205
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Class of Activity: Gifts to school | Donee's Name: Morning Creek Elementary | Donee's Address: 10925 Morning Creek Drive, S San Diego CA 92128 | Cash Amount Given: $18428
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Insurance $1174
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Direct program expenses $60571
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Dues & memberships $1905
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Staff recognition $1466
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Supplies $1197
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Volunteer expenses $705
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Office supplies $381
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Bank charges $202
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Filing fees $123
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.9
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Miral Sheth
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-05-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Morning Creek Elementary PTA
ReturnHeader/Filer/BusinessNameControlTxt0MORN
ReturnHeader/Filer/EIN0330407689
ReturnHeader/Filer/PhoneNum08586632185
ReturnHeader/Filer/USAddress/AddressLine1Txt010925 Morning Creek Drive South
ReturnHeader/Filer/USAddress/CityNm0San Diego
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092128
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0462242694
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0F C PAYROLL INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt011717 BERNARDO PLAZA CT STE 205
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN DIEGO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0921282420
ReturnHeader/PreparerPersonGrp/PhoneNum08584874444
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Cherry R Laurent CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02020-05-14T15:43:56-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.30$0.30$21.7$44.5$22.8
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$23.1$23.1$27.5$16.9$10.5
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$12.6$12.6$23.3$22.0$1.34
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$11.2$11.2$14.4$26.5$12.1
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$22.7$22.7$47.9$48.2$0.32
2019Detailed filing. Detailed filing data is available for this year.$22.0$22.0$86.8$87.1$0.33
2018Detailed filing. Detailed filing data is available for this year.$22.4$22.4$70.3$74.4$4.11
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$26.4$26.4$74.9$64.0$11.0
2016Detailed filing. Detailed filing data is available for this year.$15.5$15.5$62.8$60.7$2.10
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$13.4$13.4$50.4$53.9$3.47
2014Detailed filing. Detailed filing data is available for this year.$16.8$16.8$61.2$57.1$4.04
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.6$10.6$30.8$23.4$7.43