Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

990EZ • Fiscal year 2018 • EIN 33-0514605

Jul 01, 2017 to Jun 30, 2018 • Filed on Jan 24, 2019

Organization Profilewww.vusdk12.ca.us\es\mm
5657 Spur AvenueOceanside, CA 92057

(760) 630-7884

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 2018

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2018

Net Margin

22nd percentile

-12%

Higher net margin than 22% of similar nonprofits.

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

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% 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

26th percentile

-13%

Faster asset growth than 26% of similar nonprofits.

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

Revenue Growth

8th percentile

-54%

Faster revenue growth than 8% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$15,137

Down $2,242 (-13%) from 2017

Net Assets

Down

$15,137

Down $2,242 (-13%) from 2017

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin22nd percentile

Revenue

Down

$18,452

Down $21,402 (-54%) from 2017

Expenses

Down

$20,694

Down $26,850 (-56%) from 2017

Net Income

Up

-$2,242

Up $5,448 (+71%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth26th percentile

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

$60K$40K$20K$0Assets 2014: $19,369Net Assets 2014: $19,3692014Assets 2015: $22,358Net Assets 2015: $22,3582015Assets 2016: $25,069Liabilities 2016: $0Net Assets 2016: $25,0692016Assets 2017: $17,379Liabilities 2017: $0Net Assets 2017: $17,3792017Assets 2018: $15,137Net Assets 2018: $15,1372018Assets 2019: $14,903Net Assets 2019: $14,9032019Assets 2023: $30,775Net Assets 2023: $30,7752023Assets 2024: $35,773Net Assets 2024: $35,7732024Assets 2025: $46,833Net Assets 2025: $46,8332025

Highlighted filing

2018

Assets$15,137
Liabilities-
Net Assets$15,137
Open 2018 Filing

Operations Trend

Revenue Growth8th percentile

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

$80K$60K$40K$20K$0-$20KRevenue 2014: $38,812Expenses 2014: $33,597Net Income 2014: $5,2152014Revenue 2015: $21,428Expenses 2015: $18,439Net Income 2015: $2,9892015Revenue 2016: $37,705Expenses 2016: $34,994Net Income 2016: $2,7112016Revenue 2017: $39,854Expenses 2017: $47,544Net Income 2017: -$7,6902017Revenue 2018: $18,452Expenses 2018: $20,694Net Income 2018: -$2,2422018Revenue 2019: $25,811Expenses 2019: $25,845Net Income 2019: -$342019Revenue 2023: $48,588Expenses 2023: $39,130Net Income 2023: $9,4582023Revenue 2024: $52,057Expenses 2024: $47,172Net Income 2024: $4,8852024Revenue 2025: $69,963Expenses 2025: $60,960Net Income 2025: $9,0032025

Highlighted filing

2018

Revenue$18,452
Expenses$20,694
Net Income-$2,242
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Jan 24, 2019
Return Version
2017v2.2
Gross Receipts
$41,547
Mission and Program Overview

Mission

To provide additional funds to Mission Meadows Elementary School for school improvements, educational programs and teacher appreciation. Also, the Organization provides social events for the school and their families to facilitate fellowship and a sense of belonging.

Program Services

DescriptionGrantsExpenses
The Organization provides funds for site improvements to the school i.e. a new running track.$8,535-
The Organization provides teacher and staff appreciation lunches, safety patrol, volunteer appreciation, and miscellaneous to promote fellowship, hospitality, safety and school spirit.$7,902-
The Organization provides books, computers and other technological equipment to the school for enrichment programs.$3,009-
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Melissa KannTreasurer-$0--
Kathleen FarmerPresident-$0--
Lalita MaloneExec VP-$0--
Renee Grayson1st VP-$0--
Yukari Lewellen2nd VP-$0--
Sharon Yoho3rd VP-$0--
Alisha Donaldson4th VP-$0--
Bill PorterPricipal-$0--
Elizabeth Navarrete5th VP-$0--
Violeta AndersonRecord Sec-$0--
Heidi GarciaFin Sec-$0--
Monire AsgariHistorian-$0--
Desiree BarberCorres Sec-$0--
Lenor BarszczukParent Engageme-$0--
Jenny FelkinsHealth & Safety-$0--
Chelsey CanteraBox Tops Coordi-$0--
Wendy RomagnoliPublication COO-$0--
Michele BrownWebsite Coordin-$0--
Krista SopheTeacher Rep-$0--
Stephani PiraRead-A-Thon COO-$0--
Lorena RosasBiliqual Rep-$0--
Cardie EdgarReading Roundup-$0--
William LewisReflections-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Jog-A-Thon$20,195$20,195$12,608$7,587
Kids are First$14,808$14,808$6,292$8,516
Total Events$35,003$35,003$18,900$16,103
Filing and Contact Details

Filer

Filer Name
Mission Meadows Elementary PTA
EIN
33-0514605
Phone
7606307884
Address
5657 Spur Avenue, Oceanside, CA 92057

Signing Officer

Name
Yukari Lewellen
Title
2nd VP
Phone
7607122800
Signed
2019-01-24
Discuss with paid preparer
Yes

Preparer

Firm
Griffiths & Assoc CPAs APC
Address
931 Anza Avenue Suite A, Vista, CA 92084
Preparer
Keith R Griffiths CPA
Phone
7609408297
Supplemental Narrative

Additional Explanations

Other Revenue.1

“Box tops $964”

Other Revenue.3

“Scholastic Book Faire $37”

Other Expenses.1002

“Office Expenses $187”

Other Expenses.1012

“Insurance $223”

Other Expenses.1

“School site improvement $8536”

Other Expenses.2

“Appreciation week $1566”

Other Expenses.3

“Classroom supplies $1463”

Other Expenses.4

“Programs and assemblies $1275”

Other Expenses.5

“EOY celebration $784”

Other Expenses.6

“Stem program $724”

Other Expenses.7

“school spirit wear $670”

Other Expenses.8

“Hospitality $650”

Other Expenses.9

“AR Program $623”

Other Expenses.10

“PTA celebration committee $612”

Other Expenses.11

“Library books and supplie $454”

Other Expenses.12

“Red Ribbon week $447”

Other Expenses.13

“student health $422”

Other Expenses.14

“Bank charges $323”

Other Expenses.15

“Kindness week $215”

Other Expenses.16

“Literacy Night $200”

Other Expenses.17

“Student recognition $200”

Other Expenses.18

“Lunches teachers/offcls $165”

Other Expenses.19

“Vusd reimbursement $150”

Other Expenses.20

“Ability Awareness $148”

Other Expenses.21

“Volunteer appreciation $97”

Other Expenses.22

“Assessment dues $75”

Other Expenses.23

“Officer events $45”

Other Expenses.24

“Licenses and fees $40”

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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/TitleTxt1President
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt42nd vp
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Pricipal
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt85th vp
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9record sec
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10fin sec
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11Historian
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt17Website Coordin
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt18Teacher Rep
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt19Read-a-thon coo
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt20Biliqual Rep
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt21Reading Roundup
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt22Reflections
IRS990EZ/OperateHospitalInd0false
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IRS990EZ/PrimaryExemptPurposeTxt0To provide additional funds to Mission Meadows Elementary School for school improvements, educational programs and teacher appreciation. Also, the Organization provides social events for the school and their families to facilitate fellowship and a sense of belonging.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0The Organization provides books, computers and other technological equipment to the school for enrichment programs.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1The Organization provides funds for site improvements to the school i.e. a new running track.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2The Organization provides teacher and staff appreciation lunches, safety patrol, volunteer appreciation, and miscellaneous to promote fellowship, hospitality, safety and school spirit.
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IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Jog-A-Thon
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Box tops $964
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Scholastic Book Faire $37
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Office Expenses $187
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Insurance $223
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4School site improvement $8536
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Appreciation week $1566
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Classroom supplies $1463
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Programs and assemblies $1275
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8EOY celebration $784
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Stem program $724
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10school spirit wear $670
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Hospitality $650
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12AR Program $623
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13PTA celebration committee $612
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14Library books and supplie $454
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15Red Ribbon week $447
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16student health $422
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17Bank charges $323
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt18Kindness week $215
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt19Literacy Night $200
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt20Student recognition $200
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt21Lunches teachers/offcls $165
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt22Vusd reimbursement $150
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt23Ability Awareness $148
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt24Volunteer appreciation $97
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt25Assessment dues $75
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt26Officer events $45
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt27Licenses and fees $40
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Revenue.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Revenue.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.1
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ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Yukari Lewellen
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt02nd vp
ReturnHeader/BusinessOfficerGrp/PhoneNum07607122800
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-01-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Mission Meadows Elementary PTA
ReturnHeader/Filer/BusinessNameControlTxt0MISS
ReturnHeader/Filer/EIN0330514605
ReturnHeader/Filer/PhoneNum07606307884
ReturnHeader/Filer/USAddress/AddressLine1Txt05657 Spur Avenue
ReturnHeader/Filer/USAddress/CityNm0Oceanside
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092057
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0330914930
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Griffiths & Assoc CPAs APC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0931 Anza Avenue Suite A
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Vista
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092084
ReturnHeader/PreparerPersonGrp/PhoneNum07609408297
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Keith R Griffiths CPA
ReturnHeader/ReturnTs02019-01-31T09:27:47-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$15,137
Liabilities
-
Net assets
$15,137
Revenue
$18,452
Expenses
$20,694
Net income
-$2,242
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$46.8$46.8$70.0$61.0$9.00
2024Detailed filing. Detailed filing data is available for this year.$35.8$35.8$52.1$47.2$4.89
2023Detailed filing. Detailed filing data is available for this year.$30.8$30.8$48.6$39.1$9.46
2019Detailed filing. Detailed filing data is available for this year.$14.9$14.9$25.8$25.8$0.03
2018Detailed filing. Detailed filing data is available for this year.$15.1$15.1$18.5$20.7$2.24
2017Detailed filing. Detailed filing data is available for this year.$17.4$0.00$17.4$39.9$47.5$7.69
2016Detailed filing. Detailed filing data is available for this year.$25.1$0.00$25.1$37.7$35.0$2.71
2015Detailed filing. Detailed filing data is available for this year.$22.4$22.4$21.4$18.4$2.99
2014Detailed filing. Detailed filing data is available for this year.$19.4$19.4$38.8$33.6$5.22