Civic Intelligence

PTA Ca Congressparents Stone Creek

990EZ • Fiscal year 2018 • EIN 33-0477435

Jul 01, 2017 to Jun 30, 2018 • Filed on May 20, 2019

2 Stone Creek SouthIrvine, CA 92604-3221

(949) 936-6200

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

56th percentile

0.00x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

12th percentile

-30%

Higher net margin than 12% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

6th percentile

-65%

Faster asset growth than 6% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

40th percentile

-5.4%

Faster revenue growth than 40% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Down

$12,124

Down $30,526 (-72%) from 2016

Net Assets

Down

$12,124

Down $30,526 (-72%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Down

$75,335

Down $5,378 (-6.7%) from 2016

Expenses

Up

$97,950

Up $13,671 (+16%) from 2016

Net Income

Down

-$22,615

Down $19,049 (-534%) from 2016

Historical Trend

Balance Sheet Trend

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

$80K$60K$40K$20K$0Assets 2010: $23,775Liabilities 2010: $0Net Assets 2010: $23,7752010Assets 2011: $37,362Liabilities 2011: $0Net Assets 2011: $37,3622011Assets 2012: $46,480Liabilities 2012: $0Net Assets 2012: $46,4802012Assets 2013: $43,793Liabilities 2013: $0Net Assets 2013: $43,7932013Assets 2014: $57,293Liabilities 2014: $0Net Assets 2014: $57,2932014Assets 2015: $46,216Liabilities 2015: $0Net Assets 2015: $46,2162015Assets 2016: $42,650Liabilities 2016: $0Net Assets 2016: $42,6502016Assets 2018: $12,124Liabilities 2018: $0Net Assets 2018: $12,1242018Assets 2019: $20,746Liabilities 2019: $0Net Assets 2019: $20,7462019Assets 2020: $55,308Liabilities 2020: $0Net Assets 2020: $55,3082020Assets 2021: $67,342Liabilities 2021: $5,161Net Assets 2021: $62,1812021Assets 2022: $63,889Liabilities 2022: $0Net Assets 2022: $63,8892022Assets 2025: $70,393Liabilities 2025: $0Net Assets 2025: $70,3932025

Highlighted filing

2018

Assets$12,124
Liabilities$0
Net Assets$12,124

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2010: $57,904Expenses 2010: $56,143Net Income 2010: $1,7612010Revenue 2011: $58,883Expenses 2011: $45,296Net Income 2011: $13,5872011Revenue 2012: $68,011Expenses 2012: $58,893Net Income 2012: $9,1182012Revenue 2013: $62,230Expenses 2013: $65,078Net Income 2013: -$2,8482013Revenue 2014: $70,802Expenses 2014: $57,302Net Income 2014: $13,5002014Revenue 2015: $69,909Expenses 2015: $80,986Net Income 2015: -$11,0772015Revenue 2016: $80,713Expenses 2016: $84,279Net Income 2016: -$3,5662016Revenue 2018: $75,335Expenses 2018: $97,950Net Income 2018: -$22,6152018Revenue 2019: $87,245Expenses 2019: $78,623Net Income 2019: $8,6222019Revenue 2020: $87,725Expenses 2020: $53,163Net Income 2020: $34,5622020Revenue 2021: $51,444Expenses 2021: $44,571Net Income 2021: $6,8732021Revenue 2022: $62,602Expenses 2022: $60,894Net Income 2022: $1,7082022Revenue 2025: $106,637Expenses 2025: $107,214Net Income 2025: -$5772025

Highlighted filing

2018

Revenue$75,335
Expenses$97,950
Net Income-$22,615
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
May 20, 2019
Return Version
2017v2.3
Gross Receipts
$87,642
Mission and Program Overview

Mission

To enhance children's education experience.

Program Services

DescriptionGrantsExpenses
Various educational programs including assemblies, art programs, sports, etc. to enhance the children's learning experience$0$31,865
To provide technology for enhancing student learning$0$27,500
To provide educational supplies and equipment to enhance children's learning experience$0$20,962
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jennifer RodriguezPresidentPT$0--
Lychelle CarlsonTreasurerPT$0--
Rani RommelfangerVP Ways/MeansPT$0--
Sunny Wu FagaldeVP ProgramsPT$0--
Shelley McGlincheySecretaryPT$0--
Cherryl StarParlamentarianPT$0--
Alison HaffarAuditorPT$0--
Erica KimFinancial SecretaryPT$0--
Lisa FerreroHistorianPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Jog-a-thon$27,111$27,111$4,070$23,041
Spirit fun$9,005$9,005$7,761$1,244
Total Events$40,755$40,755$12,307$28,448
Filing and Contact Details

Filer

Filer Name
PTA CA CongressParents Stone Creek
EIN
33-0477435
Phone
9499366200
Address
2 Stone Creek South, Irvine, CA 92604-3221

Signing Officer

Name
Shelley McGlinchey
Title
President
Phone
9499366200
Signed
2019-05-20
Discuss with paid preparer
Yes

Preparer

Firm
Poole Foster & Dul an Accountancy Corp
Address
12241 Newport Ave Ste 100, North Tustin, CA 92705
Preparer
Cynthia M Foster
Phone
7145581921
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 8 - Other Revenue

Description: Interest. Amount: 17. Description: Directory. Amount: 20. Description: Rebates. Amount: 1,561. Total to Form 990-EZ, line 8: 1,598.

Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid

Activity Classification: Educational. Grantee Name: Stone Creek Elementary. Grantee Address: 2 Stone Creek South Irvine, CA 92604. Grantee Relationship: School. Property Description: Cash. Date of Gift: 11/01/17. Amount Given: 4,000.

Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid

Activity Classification: Educational. Grantee Name: Stone Creek Elementary. Grantee Address: 2 Stone Creek South Irvine, CA 92604. Grantee Relationship: School. Property Description: Cash. Date of Gift: 11/01/17. Amount Given: 15,000.

Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid

Activity Classification: Technology. Grantee Name: Stone Creek Elementary. Grantee Address: 2 Stone Creek South Irvine, CA 92604. Grantee Relationship: School. Property Description: Cash. Date of Gift: 11/01/17. Amount Given: 12,500. Total included on Form 990-EZ, line 10: 31,500.

Form 990-EZ, Part I, Line 16 - Other Expenses

Description: Classroom supply grants. Amount: 20,962. Description: Bank charges. Amount: 939. Description: Hospitality/teacher appreciation. Amount: 1,344. Description: Insurance. Amount: 228. Description: Supplies. Amount: 173. Description: Arts program. Amount: 3,970. Description: Assemblies. Amount: 3,761. Description: Family Events. Amount: 8,683. Description: Sports and educational programs. Amount: 7,012. Description: Yearbook. Amount: 4,485. Description: Lunch table umbrellas. Amount: 484. Description: Community health education. Amount: 1,133. Description: Book fairs. Amount: 11,219. Description: Website. Amount: 328. Total to Form 990-EZ, line 16: 64,721.

Raw XML Appendix254 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/OperateHospitalInd00
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IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt064721
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IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
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IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0To enhance children's education experience.
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Various educational programs including assemblies, art programs, sports, etc. to enhance the children's learning experience
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description: Interest. Amount: 17. Description: Directory. Amount: 20. Description: Rebates. Amount: 1,561. Total to Form 990-EZ, line 8: 1,598.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Activity Classification: Educational. Grantee Name: Stone Creek Elementary. Grantee Address: 2 Stone Creek South Irvine, CA 92604. Grantee Relationship: School. Property Description: Cash. Date of Gift: 11/01/17. Amount Given: 4,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Activity Classification: Educational. Grantee Name: Stone Creek Elementary. Grantee Address: 2 Stone Creek South Irvine, CA 92604. Grantee Relationship: School. Property Description: Cash. Date of Gift: 11/01/17. Amount Given: 15,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Activity Classification: Technology. Grantee Name: Stone Creek Elementary. Grantee Address: 2 Stone Creek South Irvine, CA 92604. Grantee Relationship: School. Property Description: Cash. Date of Gift: 11/01/17. Amount Given: 12,500. Total included on Form 990-EZ, line 10: 31,500.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Description: Classroom supply grants. Amount: 20,962. Description: Bank charges. Amount: 939. Description: Hospitality/teacher appreciation. Amount: 1,344. Description: Insurance. Amount: 228. Description: Supplies. Amount: 173. Description: Arts program. Amount: 3,970. Description: Assemblies. Amount: 3,761. Description: Family Events. Amount: 8,683. Description: Sports and educational programs. Amount: 7,012. Description: Yearbook. Amount: 4,485. Description: Lunch table umbrellas. Amount: 484. Description: Community health education. Amount: 1,133. Description: Book fairs. Amount: 11,219. Description: Website. Amount: 328. Total to Form 990-EZ, line 16: 64,721.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 8 - Other Revenue
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990-EZ, Part I, Line 16 - Other Expenses
ReasonableCauseExplanation/ExplanationTxt0LATE FILED RETURN DUE TO CCH SOFTWARE OUTAGE.
TransferPrsnlBnftContractsDecl/DeclarationDesc0The organization did not, during the year, receive any funds, directly,or indirectly, to pay premiums on a personal benefit contract.The organization, did not, during the year, pay any premiums, directly,or indirectly, on a personal benefit contract.
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Shelley McGlinchey
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum09499366200
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-05-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA CA CongressParents Stone Creek
ReturnHeader/Filer/BusinessNameControlTxt0PTAC
ReturnHeader/Filer/EIN0330477435
ReturnHeader/Filer/PhoneNum09499366200
ReturnHeader/Filer/USAddress/AddressLine1Txt02 Stone Creek South
ReturnHeader/Filer/USAddress/CityNm0Irvine
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd0926043221
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DB6A7BDB72AA1DEC51B6F7F648193570FE674F3C
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId09CC93D2C01132FB515BF0E87F68AAC6350444B58
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt099.112.83.153
ReturnHeader/FilingSecurityInformation/IPDt02019-05-20
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm014:53:33
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0952793752
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Poole Foster & Dul an Accountancy Corp
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt012241 Newport Ave Ste 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0North Tustin
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092705
ReturnHeader/PreparerPersonGrp/PhoneNum07145581921
ReturnHeader/PreparerPersonGrp/PreparationDt02019-05-20
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Cynthia M Foster
ReturnHeader/ReturnTs02019-05-20T16:45:41-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.70$0.00$0.70$1.07$1.07$0.01
2022Detailed filing. Detailed filing data is available for this year.$0.64$0.00$0.64$0.63$0.61$0.02
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.67$0.05$0.62$0.51$0.45$0.07
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.55$0.00$0.55$0.88$0.53$0.35
2019Detailed filing. Detailed filing data is available for this year.$0.21$0.00$0.21$0.87$0.79$0.09
2018Detailed filing. Detailed filing data is available for this year.$0.12$0.00$0.12$0.75$0.98$0.23
2016Detailed filing. Detailed filing data is available for this year.$0.43$0.00$0.43$0.81$0.84$0.04
2015Detailed filing. Detailed filing data is available for this year.$0.46$0.00$0.46$0.70$0.81$0.11
2014Detailed filing. Detailed filing data is available for this year.$0.57$0.00$0.57$0.71$0.57$0.14
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.44$0.00$0.44$0.62$0.65$0.03
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.46$0.00$0.46$0.68$0.59$0.09
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.37$0.00$0.37$0.59$0.45$0.14
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.24$0.00$0.24$0.58$0.56$0.02