Civic Intelligence

Olivenhain Pioneer Elementary School PTA

990EZ • Fiscal year 2019 • EIN 33-0611904

Jul 01, 2018 to Jun 30, 2019 • Filed on Nov 04, 2019

8000 Calle AcervoCarlsbad, CA 92009

(760) 943-2000

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.

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

Liabilities / Revenue

57th percentile

0.00x

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

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

Net Margin

35th percentile

-2.4%

Higher net margin than 35% 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

33rd percentile

-6.2%

Faster asset growth than 33% of similar nonprofits.

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

Revenue Growth

52nd percentile

2.3%

Faster revenue growth than 52% of similar nonprofits.

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

Assets

Down

$56,305

Down $3,694 (-6.2%) from 2018

Net Assets

Down

$56,305

Down $3,694 (-6.2%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue

Up

$155,340

Up $3,459 (+2.3%) from 2018

Expenses

Up

$159,034

Up $11,528 (+7.8%) from 2018

Net Income

Down

-$3,694

Down $8,069 (-184%) from 2018

Historical Trend

Balance Sheet Trend

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

$80K$60K$40K$20K$0Assets 2011: $46,900Liabilities 2011: $0Net Assets 2011: $46,9002011Assets 2012: $42,859Liabilities 2012: $0Net Assets 2012: $42,8592012Assets 2016: $53,209Liabilities 2016: $0Net Assets 2016: $53,2092016Assets 2018: $59,999Liabilities 2018: $0Net Assets 2018: $59,9992018Assets 2019: $56,305Liabilities 2019: $0Net Assets 2019: $56,3052019Assets 2020: $76,027Liabilities 2020: $0Net Assets 2020: $76,0272020Assets 2021: $58,847Liabilities 2021: $0Net Assets 2021: $58,8472021Assets 2022: $74,929Liabilities 2022: $0Net Assets 2022: $74,9292022Assets 2023: $43,692Net Assets 2023: $43,6922023Assets 2024: $56,858Liabilities 2024: $0Net Assets 2024: $56,8582024Assets 2025: $38,208Net Assets 2025: $38,2082025

Highlighted filing

2019

Assets$56,305
Liabilities$0
Net Assets$56,305

Operations Trend

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

$200K$100K$0-$100KExpenses 2011: $43,6692011Expenses 2012: $104,8072012Revenue 2016: $89,152Expenses 2016: $70,670Net Income 2016: $18,4822016Revenue 2018: $151,881Expenses 2018: $147,506Net Income 2018: $4,3752018Revenue 2019: $155,340Expenses 2019: $159,034Net Income 2019: -$3,6942019Revenue 2020: $171,084Expenses 2020: $151,362Net Income 2020: $19,7222020Revenue 2021: $131,817Expenses 2021: $148,997Net Income 2021: -$17,1802021Revenue 2022: $159,469Expenses 2022: $143,387Net Income 2022: $16,0822022Revenue 2023: $144,183Expenses 2023: $175,420Net Income 2023: -$31,2372023Revenue 2024: $159,306Expenses 2024: $146,140Net Income 2024: $13,1662024Revenue 2025: $174,540Expenses 2025: $193,190Net Income 2025: -$18,6502025

Highlighted filing

2019

Revenue$155,340
Expenses$159,034
Net Income-$3,694
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Nov 4, 2019
Return Version
2018v3.1
Gross Receipts
$158,842
Mission and Program Overview

Mission

A parent teacher association which fosters well being of the children and their relationships with the school staff.

Program Services

DescriptionGrantsExpenses
THE EXPENDITURES FOCUS ON SCHOOL PROGRAMS AND ENHANCE THE STUDENTS' EXPERIENCE. THE LARGEST PROGRAMS INCLUDE THE JOG-A-THON, BOOK FAIR, AND YEARBOOK SALES.$0$156,398
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ERIKA LOZUKPresidentPT$0--
SUMMER VICKNAIRVice President & VP Ways & MeansPT$0--
SARAH BECKERTreasurerPT$0--
ANNA MARCSecretaryPT$0--
KRISTINA CORNEJOFinancial SecretaryPT$0--
LYNN OKUMAVP Academic ProgramsPT$0--
MICHELLE MCKINNEYVP Social EventsPT$0--
ERICA YELLENParliamentarianPT$0--
HEATHER KIESLINGAuditorPT$0--
Filing and Contact Details

Filer

Filer Name
Olivenhain Pioneer Elementary School Pta
EIN
33-0611904
Phone
7609432000
Address
8000 CALLE ACERVO, CARLSBAD, CA 92009

Signing Officer

Name
Sarah Becker
Title
Treasurer
Phone
7609432000
Signed
2019-11-04
Discuss with paid preparer
Yes

Preparer

Firm
Maffia Consulting
Address
3481 CORTE SONRISA, CARLSBAD, CA 92009
Preparer
Erin S Maffia CPA Pfs
Phone
8589456964
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 7 - Sales of Inventory

Income: gross receipts: 5,590. Returns and allowances: 0. Less cost of goods sold: 3,502. Gross profit: 2,088. Cost of goods sold: inventory at beginning of year: 0. Merchandise purchased: 3,502. Cost of labor: 0. Materials and supplies: 0. Other costs: 0. Inventory at end of year: 0. Cost of goods sold: 3,502.

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

Description: academic classroom support. Amount: 3,864. Description: aloha party expense. Amount: 3,615. Description: art program clay expense. Amount: 585. Description: art show expense. Amount: 608. Description: arts attack expense. Amount: 2,963. Description: assemblies expense. Amount: 1,969. Description: book fair - sales tax. Amount: 851. Description: book fair expense. Amount: 14,041. Description: campership/scholarship expense. Amount: 199. Description: crosswalk safety monitor expense. Amount: 1,552. Description: everyone a reader expense. Amount: 210. Description: garden grant expense. Amount: 1,186. Description: general operations expense. Amount: 2,636. Description: grade level experiences expense. Amount: 7,053. Description: grandparents day expense. Amount: 1,244. Description: health and wellness expense. Amount: 492. Description: hospitality expense. Amount: 685. Description: jog-a-thon expense. Amount: 31,441. Description: junior achievement expense. Amount: 1,511. Description: media center expense. Amount: 2,027. Description: membership expense. Amount: 2,338. Description: microphones expense. Amount: 6,482. Description: mini-grants expense. Amount: 2,850. Description: music program expense. Amount: 2,786. Description: ope reads expense. Amount: 2,243. Description: paypal fees expense. Amount: 1,133. Description: playground partners expense. Amount: 11,450. Description: playground/pe equipment expense. Amount: 2,896. Description: reflections expense. Amount: 153. Description: school resource supply fee. Amount: 6,392. Description: site safety expense. Amount: 856. Description: sixth grade promotion expense. Amount: 1,005. Description: staff appreciation expense. Amount: 2,543. Description: stem 4-6 expense. Amount: 1,304. Description: stem k-3 expense. Amount: 1,024. Description: stream experiences expense. Amount: 850. Description: study buddy expense. Amount: 399. Description: sweetheart dance expense. Amount: 1,892. Description: talent/variety show expense. Amount: 478. Description: teacher allocation fund expense. Amount: 15,244. Description: yearbook expense. Amount: 7,995. Total to form 990-ez, line 16: 151,045.

Raw XML Appendix182 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/PrimaryExemptPurposeTxt0A PARENT TEACHER ASSOCIATION WHICH FOSTERS WELL BEING OF THE CHILDREN AND THEIR RELATIONSHIPS WITH THE SCHOOL STAFF.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0INCOME: GROSS RECEIPTS: 5,590. RETURNS AND ALLOWANCES: 0. LESS COST OF GOODS SOLD: 3,502. GROSS PROFIT: 2,088. COST OF GOODS SOLD: INVENTORY AT BEGINNING OF YEAR: 0. MERCHANDISE PURCHASED: 3,502. COST OF LABOR: 0. MATERIALS AND SUPPLIES: 0. OTHER COSTS: 0. INVENTORY AT END OF YEAR: 0. COST OF GOODS SOLD: 3,502.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: ACADEMIC CLASSROOM SUPPORT. AMOUNT: 3,864. DESCRIPTION: ALOHA PARTY EXPENSE. AMOUNT: 3,615. DESCRIPTION: ART PROGRAM CLAY EXPENSE. AMOUNT: 585. DESCRIPTION: ART SHOW EXPENSE. AMOUNT: 608. DESCRIPTION: ARTS ATTACK EXPENSE. AMOUNT: 2,963. DESCRIPTION: ASSEMBLIES EXPENSE. AMOUNT: 1,969. DESCRIPTION: BOOK FAIR - SALES TAX. AMOUNT: 851. DESCRIPTION: BOOK FAIR EXPENSE. AMOUNT: 14,041. DESCRIPTION: CAMPERSHIP/SCHOLARSHIP EXPENSE. AMOUNT: 199. DESCRIPTION: CROSSWALK SAFETY MONITOR EXPENSE. AMOUNT: 1,552. DESCRIPTION: EVERYONE A READER EXPENSE. AMOUNT: 210. DESCRIPTION: GARDEN GRANT EXPENSE. AMOUNT: 1,186. DESCRIPTION: GENERAL OPERATIONS EXPENSE. AMOUNT: 2,636. DESCRIPTION: GRADE LEVEL EXPERIENCES EXPENSE. AMOUNT: 7,053. DESCRIPTION: GRANDPARENTS DAY EXPENSE. AMOUNT: 1,244. DESCRIPTION: HEALTH AND WELLNESS EXPENSE. AMOUNT: 492. DESCRIPTION: HOSPITALITY EXPENSE. AMOUNT: 685. DESCRIPTION: JOG-A-THON EXPENSE. AMOUNT: 31,441. DESCRIPTION: JUNIOR ACHIEVEMENT EXPENSE. AMOUNT: 1,511. DESCRIPTION: MEDIA CENTER EXPENSE. AMOUNT: 2,027. DESCRIPTION: MEMBERSHIP EXPENSE. AMOUNT: 2,338. DESCRIPTION: MICROPHONES EXPENSE. AMOUNT: 6,482. DESCRIPTION: MINI-GRANTS EXPENSE. AMOUNT: 2,850. DESCRIPTION: MUSIC PROGRAM EXPENSE. AMOUNT: 2,786. DESCRIPTION: OPE READS EXPENSE. AMOUNT: 2,243. DESCRIPTION: PAYPAL FEES EXPENSE. AMOUNT: 1,133. DESCRIPTION: PLAYGROUND PARTNERS EXPENSE. AMOUNT: 11,450. DESCRIPTION: PLAYGROUND/PE EQUIPMENT EXPENSE. AMOUNT: 2,896. DESCRIPTION: REFLECTIONS EXPENSE. AMOUNT: 153. DESCRIPTION: SCHOOL RESOURCE SUPPLY FEE. AMOUNT: 6,392. DESCRIPTION: SITE SAFETY EXPENSE. AMOUNT: 856. DESCRIPTION: SIXTH GRADE PROMOTION EXPENSE. AMOUNT: 1,005. DESCRIPTION: STAFF APPRECIATION EXPENSE. AMOUNT: 2,543. DESCRIPTION: STEM 4-6 EXPENSE. AMOUNT: 1,304. DESCRIPTION: STEM K-3 EXPENSE. AMOUNT: 1,024. DESCRIPTION: STREAM EXPERIENCES EXPENSE. AMOUNT: 850. DESCRIPTION: STUDY BUDDY EXPENSE. AMOUNT: 399. DESCRIPTION: SWEETHEART DANCE EXPENSE. AMOUNT: 1,892. DESCRIPTION: TALENT/VARIETY SHOW EXPENSE. AMOUNT: 478. DESCRIPTION: TEACHER ALLOCATION FUND EXPENSE. AMOUNT: 15,244. DESCRIPTION: YEARBOOK EXPENSE. AMOUNT: 7,995. TOTAL TO FORM 990-EZ, LINE 16: 151,045.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 7 - SALES OF INVENTORY
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
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.
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ReturnHeader/ReturnTs02019-11-05T12:03:53-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

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