Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

990EZ • Fiscal year 2019 • EIN 33-0514605

Jul 01, 2018 to Jun 30, 2019 • Filed on Jan 10, 2020

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 2019

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2019

Net Margin

40th percentile

-0.1%

Higher net margin than 40% of similar nonprofits.

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

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.

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

83rd percentile

40%

Faster revenue growth than 83% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$14,903

Down $234 (-1.5%) from 2018

Net Assets

Down

$14,903

Down $234 (-1.5%) from 2018

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin40th percentile

Revenue

Up

$25,811

Up $7,359 (+40%) from 2018

Expenses

Up

$25,845

Up $5,151 (+25%) from 2018

Net Income

Up

-$34

Up $2,208 (+98%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth41st 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

2019

Assets$14,903
Liabilities-
Net Assets$14,903
Open 2019 Filing

Operations Trend

Revenue Growth83rd 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

2019

Revenue$25,811
Expenses$25,845
Net Income-$34
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Jan 10, 2020
Return Version
2018v3.1
Gross Receipts
$41,790
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 teacher and staff appreciation lunches, safety patrol, volunteer appreciation, and miscellaneous to promote fellowship, hospitality, safety and school spirit.$11,802-
The Organization provides books, computers and other technological equipment to the school for enrichment programs.$9,881-
The Organization provides funds for site improvements to the school i.e. a new running track.$589-
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Yukari LewellenTreasurer-$0--
Kathleen FarmerExecutive VP-$0--
Lalita MalonePresident-$0--
Renee Grayson1st VP-$0--
Zulema Gomez2nd VP-$0--
Naomi Morel4th VP-$0--
Sharon GemmelFin Secretary-$0--
Bill PorterPrincipal-$0--
Stephanie SimmsReflections-$0--
Violeta Anderson5th VP-$0--
Jessica GarrettCorr Secretary-$0--
Rosalie CalderonHealth & Safety-$0--
David MaloneAuditor-$0--
Krista DillParliamentarian-$0--
Linda BosherHistorian-$0--
Amber PattersonYearbook-$0--
Wendy RomagnoliRec Secretary-$0--
Michele BrownWeb Coordinator-$0--
Elena LordTeacher Rep-$0--
Stephani PiraCoordinator-$0--
Lorena RosasBiliqual Rep-$0--
Rina LunaCoordinator-$0--
Edgar CardieReading Roundup-$0--
Melinda CallYearbook-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Jog-A-Thon$22,705$22,705$10,219$12,486
Kids are First$14,163$14,163$5,181$8,982
Total Events$36,868$36,868$15,400$21,468
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
Treasurer
Phone
7607122800
Signed
2020-01-10
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 $608”

Other Revenue.2

“Yearbook $249”

Other Expenses.1002

“Office Expenses $572”

Other Expenses.1007

“Conferences, Conventions, and Meetings $470”

Other Expenses.1012

“Insurance $232”

Other Expenses.1

“Classroom supplies $5200”

Other Expenses.2

“harvest carnival $3371”

Other Expenses.3

“EOY celebration $2706”

Other Expenses.4

“Hospitality $1918”

Other Expenses.5

“AR Program $1471”

Other Expenses.6

“Programs and assemblies $1375”

Other Expenses.7

“Stem program $1081”

Other Expenses.8

“MME Office supplies $991”

Other Expenses.9

“Dance nite $614”

Other Expenses.10

“Scholastic book faire $577”

Other Expenses.11

“Movie nite $460”

Other Expenses.12

“PTA celebration committee $434”

Other Expenses.13

“student health $429”

Other Expenses.14

“school spirit wear $419”

Other Expenses.15

“Red Ribbon week $372”

Other Expenses.16

“Ability Awareness $277”

Other Expenses.17

“Student recognition $215”

Other Expenses.18

“Membership campaign drive $184”

Other Expenses.19

“School site improvement $155”

Other Expenses.20

“Vusd reimbursement $132”

Other Expenses.21

“Assessment dues $75”

Other Expenses.22

“Bank charges $50”

Other Expenses.23

“Licenses and fees $25”

Raw XML Appendix303 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/PersonNm4Zulema Gomez
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Bill Porter
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8Stephanie Simms
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9Violeta Anderson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10Jessica Garrett
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11Rosalie Calderon
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm12David Malone
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm23Melinda Call
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Executive VP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt31st VP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt42nd VP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt54th VP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Fin Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Principal
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Reflections
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt95th VP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10Corr Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11Health & Safety
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt12Auditor
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt13Parliamentarian
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt14Historian
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt15Yearbook
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt16Rec Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt17Web Coordinator
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt18Teacher Rep
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt19Coordinator
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt20Biliqual Rep
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt21Coordinator
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt22Reading RoundUp
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt23Yearbook
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
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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
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Kids are First
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Box tops $608
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Yearbook $249
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Office Expenses $572
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Conferences, Conventions, and Meetings $470
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Insurance $232
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Classroom supplies $5200
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6harvest carnival $3371
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7EOY celebration $2706
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Hospitality $1918
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9AR Program $1471
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Programs and assemblies $1375
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Stem program $1081
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12MME Office supplies $991
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Dance nite $614
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14Scholastic book faire $577
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15Movie nite $460
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16PTA celebration committee $434
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17student health $429
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt18school spirit wear $419
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt19Red Ribbon week $372
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt20Ability Awareness $277
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt21Student recognition $215
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt22Membership campaign drive $184
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt23School site improvement $155
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt24Vusd reimbursement $132
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt25Assessment dues $75
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt26Bank charges $50
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt27Licenses and fees $25
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Revenue.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Revenue.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1007
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Other Expenses.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Other Expenses.10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Other Expenses.11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc16Other Expenses.12
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc17Other Expenses.13
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc18Other Expenses.14
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc19Other Expenses.15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc20Other Expenses.16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc21Other Expenses.17
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc22Other Expenses.18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc23Other Expenses.19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc24Other Expenses.20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc25Other Expenses.21
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc26Other Expenses.22
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc27Other Expenses.23
ReturnHeader/BuildTS02020-09-23 17:36:50Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Yukari Lewellen
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum07607122800
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-01-10
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/ReturnTs02020-01-12T14:14:31-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$14,903
Liabilities
-
Net assets
$14,903
Revenue
$25,811
Expenses
$25,845
Net income
-$34
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