Civic Intelligence

Morning Creek Elementary PTA

990EZ • Fiscal year 2023 • EIN 33-0407689

Jul 01, 2022 to Jun 30, 2023 • Filed on Nov 08, 2023

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 2023

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2023

Net Margin

86th percentile

38%

Higher net margin than 86% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

90th percentile

84%

Faster asset growth than 90% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

63rd percentile

18%

Faster revenue growth than 63% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Assets

Up

$23,084

Up $10,532 (+84%) from 2022

Net Assets

Up

$23,084

Up $10,532 (+84%) from 2022

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$27,467

Up $4,147 (+18%) from 2022

Expenses

Down

$16,935

Down $5,042 (-23%) from 2022

Net Income

Up

$10,532

Up $9,189 (+684%) from 2022

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

2023

Assets$23,084
Liabilities-
Net Assets$23,084

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

2023

Revenue$27,467
Expenses$16,935
Net Income$10,532
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Nov 8, 2023
Return Version
2022v5.0
Gross Receipts
$63,267
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-$52,035
Enrichment programs for students and parents-$700
Gifts to school--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Christine GoldsmithPresidentPT$0--
Brett GoldsmithVP Programs-$0--
Jillian LeaverTeacher Liaison-$0--
Breanna HalingTeacher Liaison-$0--
Gitanjali ShindeExecutive VP-$0--
Lata SrinivasanArt Pro Chair-$0--
Julie VariRun Clbco-Chair-$0--
Serena TranPrg, MembershipPT$0--
Kimberly NorolahiSecretary-$0--
Thuy PhamTreasurer-$0--
Chay WrightRun CLB Cochair-$0--
Principal FlemingBoard Member-$0--
Annette SaldaRm Parent Chair-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Musical Theatre$19,574$19,574$19,630$-56
Book Fair$11,951$11,951$12,328$-377
Total Events$38,388$38,388$31,958$6,430
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
Julie Vari
Title
President
Signed
2023-11-08
Discuss with paid preparer
Yes

Preparer

Firm
F C Payroll Inc
Address
16776 Bernardo Center Dr Ste 203, San Diego, CA 92128
Preparer
Cherry R Laurent CPA
Phone
8584874444
Supplemental Narrative

Additional Explanations

Other Expenses.1012

Insurance $794

Other Expenses.1

Other program Expenses $13153

Other Expenses.2

PTA $761

Other Expenses.3

Staff Appreciation $733

Other Expenses.4

program supplies $599

Other Expenses.5

Bank Charges & fees $132

Other Expenses.7

Filing Fees $25

Raw XML Appendix232 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.

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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10Chay Wright
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11Principal Fleming
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm12Annette Salda
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VP Programs
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Teacher Liaison
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Teacher Liaison
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Executive VP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Art Pro Chair
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Run ClbCo-Chair
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Prg, Membership
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10Run Clb CoChair
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11Board Member
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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/PrintingPublicationsPostageAmt088
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0700
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt152035
IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/SubjectToProxyTaxInd0false
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IRS990EZ/TaxImposedOnOrganizationMgrAmt00
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IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearAmt0702
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus1YearAmt01080
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IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99130
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IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
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IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Musical Theatre
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Book Fair
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt019574
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt019574
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IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt012328
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Insurance $794
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Other program Expenses $13153
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PTA $761
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Staff Appreciation $733
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4program supplies $599
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Bank Charges & fees $132
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Filing Fees $25
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.7
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Julie Vari
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-08
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/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0462242694
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0F C Payroll Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt016776 Bernardo Center Dr Ste 203
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0San Diego
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092128
ReturnHeader/PreparerPersonGrp/PhoneNum08584874444
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Cherry R Laurent CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02023-11-08T21:54:59-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Julie
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Vari
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

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
2023Detailed filing. Detailed filing data is available for this year.$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
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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