Civic Intelligence

Clarence Lobo Elementary School PTA California Congress

990EZ • Fiscal year 2023 • EIN 33-0619748

Jul 01, 2022 to Jun 30, 2023 • Filed on Nov 09, 2023

200 Avenida Vista MontanaSan Clemente, CA 92672

(949) 366-6740

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

71st percentile

18%

Higher net margin than 71% 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

75th percentile

23%

Faster asset growth than 75% of similar nonprofits.

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

Revenue Growth

76th percentile

37%

Faster revenue growth than 76% of similar nonprofits.

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

Assets

Up

$58,384

Up $10,952 (+23%) from 2022

Net Assets

Up

$58,384

Up $10,952 (+23%) from 2022

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$61,297

Up $16,691 (+37%) from 2022

Expenses

Up

$50,345

Up $3,149 (+6.7%) from 2022

Net Income

Up

$10,952

Up $13,542 (+523%) from 2022

Historical Trend

Balance Sheet Trend

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

$200K$150K$100K$50K$0Assets 2017: $20,847Net Assets 2017: $20,8472017Assets 2018: $20,151Net Assets 2018: $20,1512018Assets 2019: $34,845Net Assets 2019: $34,8452019Assets 2020: $49,731Net Assets 2020: $49,7312020Assets 2021: $50,022Net Assets 2021: $50,0222021Assets 2022: $47,432Net Assets 2022: $47,4322022Assets 2023: $58,384Net Assets 2023: $58,3842023Assets 2024: $169,762Liabilities 2024: $0Net Assets 2024: $169,7622024

Highlighted filing

2023

Assets$58,384
Liabilities-
Net Assets$58,384

Operations Trend

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

$200K$150K$100K$50K$0-$50KRevenue 2017: $38,434Expenses 2017: $44,381Net Income 2017: -$5,9472017Revenue 2018: $50,720Expenses 2018: $51,416Net Income 2018: -$6962018Revenue 2019: $84,037Expenses 2019: $69,343Net Income 2019: $14,6942019Revenue 2020: $61,740Expenses 2020: $46,854Net Income 2020: $14,8862020Revenue 2021: $24,514Expenses 2021: $24,223Net Income 2021: $2912021Revenue 2022: $44,606Expenses 2022: $47,196Net Income 2022: -$2,5902022Revenue 2023: $61,297Expenses 2023: $50,345Net Income 2023: $10,9522023Revenue 2024: $172,558Expenses 2024: $61,180Net Income 2024: $111,3782024

Highlighted filing

2023

Revenue$61,297
Expenses$50,345
Net Income$10,952
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Nov 9, 2023
Return Version
2022v5.0
Gross Receipts
$98,551
Mission and Program Overview

Mission

To support educational needs for clarence lobo elementary school

Program Services

DescriptionGrantsExpenses
THE PTA PROVIDED FUNDS FOR STUDENT ACTIVITIES, SUCH AS ASSEMBLIES, FIELD TRIPS, MOVIE/FAMILY NIGHT AND RED RIBBON WEEK; 392 STUDENTS AND 70 STAFF BENEFITED-$35,701
THE PTA PROVIDED A SCHOOLWIDE ARTS PROGRAM THAT AUGMENTED THE CURRICULUM; 392 STUDENTS AND 70 STAFF BENEFITED-$6,448
THE PTA PROVIDED FUNDS FOR CLASSROOM, STAFF AND VOLUNTEER SUPPORT; 392 STUDENTS AND 70 STAFF BENEFITED-$5,395
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JILL DAYPresident-$0--
KIM JONESVice Preside-$0--
LAUREN HOONTreasurer-$0--
LAUREN SAMPERISecretary-$0--
AMBER YIELDINGParlimentari-$0--
AMANDA CRILLYHistorian-$0--
KRISTIN NORTONAuditor-$0--
MICHELLE ZIEGLARCommunicatio-$0--
JENNIE SUSTAITAVolunteer Co-$0--
NICOLE WALTERMembership-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Jogathon$34,529$34,529$13,296$21,233
Fall Festival$5,842$5,842$2,196$3,646
Total Events$40,371$40,371$15,492$24,879
Filing and Contact Details

Filer

Filer Name
Clarence Lobo Elementary School Pta
EIN
33-0619748
Phone
9493666740
Address
200 AVENIDA VISTA MONTANA, SAN CLEMENTE, CA 92672

Signing Officer

Name
Lauren Hoon
Title
Treasurer
Phone
9493666740
Signed
2023-11-09
Discuss with paid preparer
Yes

Preparer

Firm
Ranson Tax & Bookkeeping
Address
647 CAMINO DE LOS MARES 108-170, SAN CLEMENTE, CA 92673
Preparer
Julie Ranson
Phone
9492446256
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

Expenses bank charges 274 constant contact 168 pta council function 40 insurance 272 website 264 art program 6,448 classroom support 4,039 field trips/assemblies 34,435 garden expense 309 movie/family night 937 kindness counts 20 teacher-staff appreciatio 1,344 volunteer thank you 12 total 48,562

Raw XML Appendix187 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES BANK CHARGES 274 CONSTANT CONTACT 168 PTA COUNCIL FUNCTION 40 INSURANCE 272 WEBSITE 264 ART PROGRAM 6,448 CLASSROOM SUPPORT 4,039 FIELD TRIPS/ASSEMBLIES 34,435 GARDEN EXPENSE 309 MOVIE/FAMILY NIGHT 937 KINDNESS COUNTS 20 TEACHER-STAFF APPRECIATIO 1,344 VOLUNTEER THANK YOU 12 TOTAL 48,562
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ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

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