Civic Intelligence

John S Malcom Elem School PTA California Congress

990EZ • Fiscal year 2020 • EIN 33-0634611

Jul 01, 2019 to Jun 30, 2020 • Filed on Nov 04, 2020

32261 Charles LaneSanta Ana, CA 92677

(949) 248-0542

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 2020

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2020

Net Margin

24th percentile

-16%

Higher net margin than 24% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2020

Asset Growth

21st percentile

-17%

Faster asset growth than 21% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

26th percentile

-43%

Faster revenue growth than 26% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Assets

Down

$56,815

Down $11,546 (-17%) from 2019

Net Assets

Down

$56,815

Down $11,546 (-17%) from 2019

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$73,836

Down $55,985 (-43%) from 2019

Expenses

Down

$85,511

Down $66,129 (-44%) from 2019

Net Income

Up

-$11,675

Up $10,144 (+46%) from 2019

Historical Trend

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2011: $35,539Net Assets 2011: $35,5392011Assets 2012: $59,776Net Assets 2012: $59,7762012Assets 2013: $79,964Net Assets 2013: $79,9642013Assets 2014: $60,488Net Assets 2014: $60,4882014Assets 2015: $68,511Liabilities 2015: $0Net Assets 2015: $68,5112015Assets 2016: $57,285Liabilities 2016: $0Net Assets 2016: $57,2852016Assets 2017: $77,958Liabilities 2017: $0Net Assets 2017: $77,9582017Assets 2018: $90,180Liabilities 2018: $0Net Assets 2018: $90,1802018Assets 2019: $68,361Liabilities 2019: $0Net Assets 2019: $68,3612019Assets 2020: $56,815Net Assets 2020: $56,8152020Assets 2021: $76,643Net Assets 2021: $76,6432021Assets 2022: $119,539Net Assets 2022: $119,5392022Assets 2023: $142,123Net Assets 2023: $142,1232023Assets 2024: $95,881Net Assets 2024: $95,8812024Assets 2025: $97,199Net Assets 2025: $97,1992025

Highlighted filing

2020

Assets$56,815
Liabilities-
Net Assets$56,815

Operations Trend

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

$200K$100K$0-$100KRevenue 2011: $86,493Expenses 2011: $97,752Net Income 2011: -$11,2592011Revenue 2012: $88,080Expenses 2012: $63,843Net Income 2012: $24,2372012Revenue 2013: $90,989Expenses 2013: $70,801Net Income 2013: $20,1882013Revenue 2014: $95,921Expenses 2014: $100,273Net Income 2014: -$4,3522014Revenue 2015: $141,270Expenses 2015: $121,050Net Income 2015: $20,2202015Revenue 2016: $113,385Expenses 2016: $124,611Net Income 2016: -$11,2262016Revenue 2017: $180,586Expenses 2017: $152,457Net Income 2017: $28,1292017Revenue 2018: $132,348Expenses 2018: $113,498Net Income 2018: $18,8502018Revenue 2019: $129,821Expenses 2019: $151,640Net Income 2019: -$21,8192019Revenue 2020: $73,836Expenses 2020: $85,511Net Income 2020: -$11,6752020Revenue 2021: $65,178Expenses 2021: $45,062Net Income 2021: $20,1162021Revenue 2022: $94,751Expenses 2022: $52,092Net Income 2022: $42,6592022Revenue 2023: $108,858Expenses 2023: $86,517Net Income 2023: $22,3412023Revenue 2024: $107,728Expenses 2024: $153,970Net Income 2024: -$46,2422024Revenue 2025: $80,436Expenses 2025: $79,118Net Income 2025: $1,3182025

Highlighted filing

2020

Revenue$73,836
Expenses$85,511
Net Income-$11,675
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Nov 4, 2020
Return Version
2019v5.1
Gross Receipts
$122,431
Mission and Program Overview

Mission

To provide educational enrichment, information, advocacy and support to the students, staff and families of John S. Malcom Elementary School.

Information, advocacy and educational support

Program Services

DescriptionGrantsExpenses
Science Camp-Future Program and Covid 19 Forfeits-$41,340
Student Educational Enrichment Programs-$18,886
School Improvement and Support Programs-$12,886
Teacher Supplies and Support Programs-$10,705
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kathy TamPresidentPT$0--
Paris TouskiExec. V. P. And HistorianPT$0--
Karla BartholomewV. P. Communications-$0--
Mark GarfinkleTreasurer-$0--
Becky KolanderCorresponding Secretary-$0--
Sarah BryantRecording Secretary-$0--
Jennifer FryFinancial Secretary-$0--
Denise ConnorDirector Of Fund Development-$0--
Katie MotikaLegislation-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Jogathon$72,828$72,828$38,555$34,273
Book Fair$5,230$5,230$500$4,730
Total Events$81,267$81,267$40,187$41,080
Filing and Contact Details

Filer

Filer Name
John S Malcom Elementary School Pta
EIN
33-0634611
Phone
9492480542
Address
32261 CHARLES LANE, Santa Ana, CA 92677

Signing Officer

Name
Teresa Besst
Title
Treasurer 202021
Phone
9492480542
Signed
2020-11-04
Discuss with paid preparer
Yes

Preparer

Preparer
Elizabeth A Weber CPA
Phone
9492909333
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part III, Line 31

Science Camp-Future Program and Covid 19 Forfeits Grants and allocations 0, Program service expenses 41,340

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

Fundraising 150

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

Student Educational Enrichment Programs 18,886

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

Teacher Supplies Support and Programs 10,705

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

School Improvement and Support Programs 12,886

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

Science Camp Program Future Funding and Covid19 Forfeits 41,340

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

PTA Administrative Expenses 1,034

Form 990-EZ, Part I, Line 20, Net Assets

Prior Period Adjustment -869

Form 990-EZ, Part I, Line 20, Net Assets

Rounding -2

Raw XML Appendix227 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/PersonNm5Sarah Bryant
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Jennifer Fry
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Denise Connor
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8Katie Motika
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Exec. V. P. and Historian
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2V. P. Communications
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Corresponding Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Recording Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Financial Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Dir. of Fund Development
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Legislation
IRS990EZ/OperateHospitalInd0false
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IRS990EZ/OtherExpensesTotalAmt085001
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IRS990EZ/ProgramServiceRevenueAmt01215
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Teacher Supplies and Support Programs
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2School Improvement and Support Programs
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IRS990EZ/SpecialEventsNetIncomeLossAmt041080
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedUnderIRC4911Amt00
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IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TotalExpensesAmt085511
IRS990EZ/TotalProgramServiceExpensesAmt083817
IRS990EZ/TotalRevenueAmt073836
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0malcompta.org
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt033453
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt058644
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IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt06
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt07
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0160
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt088957
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0143457
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0153318
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt021
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt06
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt07
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0160
IRS990ScheduleA/InvestmentIncomeCYPct00.00020
IRS990ScheduleA/InvestmentIncomePYPct00.00010
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
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IRS990ScheduleG/CharitableDistributionRqrInd0true
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IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Jogathon
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Book Fair
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IRS990ScheduleG/LicensedStatesCd0CA
IRS990ScheduleG/StatesWhereGamingConductedCd0CA
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Science Camp-Future Program and Covid 19 Forfeits Grants and allocations 0, Program service expenses 41,340
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Fundraising 150
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Student Educational Enrichment Programs 18,886
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Teacher Supplies Support and Programs 10,705
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4School Improvement and Support Programs 12,886
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Science Camp Program Future Funding and Covid19 Forfeits 41,340
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6PTA Administrative Expenses 1,034
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Prior Period Adjustment -869
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Rounding -2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part III, Line 31
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990-EZ, Part I, Line 20, Net Assets
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990-EZ, Part I, Line 20, Net Assets
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Teresa Besst
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer 202021
ReturnHeader/BusinessOfficerGrp/PhoneNum09492480542
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JOHN S MALCOM ELEMENTARY SCHOOL PTA
ReturnHeader/Filer/BusinessNameControlTxt0JOHN
ReturnHeader/Filer/EIN0330634611
ReturnHeader/Filer/PhoneNum09492480542
ReturnHeader/Filer/USAddress/AddressLine1Txt032261 CHARLES LANE
ReturnHeader/Filer/USAddress/CityNm0Santa Ana
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092677
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId04A911B53998F4B0D3853F03806E02D969764C820
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId04A911B53998F4B0D3853F03806E02D969764C820
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt068.5.210.65
ReturnHeader/FilingSecurityInformation/IPDt02020-11-04
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm018:43:01
ReturnHeader/PreparerPersonGrp/PhoneNum09492909333
ReturnHeader/PreparerPersonGrp/PreparationDt02020-11-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Elizabeth A Weber CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02020-11-04T10:43:58-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.97$0.97$0.80$0.79$0.01
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.96$0.96$1.08$1.54$0.46
2023Detailed filing. Detailed filing data is available for this year.$1.42$1.42$1.09$0.87$0.22
2022Detailed filing. Detailed filing data is available for this year.$1.20$1.20$0.95$0.52$0.43
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.77$0.77$0.65$0.45$0.20
2020Detailed filing. Detailed filing data is available for this year.$0.57$0.57$0.74$0.86$0.12
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.68$0.00$0.68$1.30$1.52$0.22
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.90$0.00$0.90$1.32$1.13$0.19
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.78$0.00$0.78$1.81$1.52$0.28
2016Detailed filing. Detailed filing data is available for this year.$0.57$0.00$0.57$1.13$1.25$0.11
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.69$0.00$0.69$1.41$1.21$0.20
2014Detailed filing. Detailed filing data is available for this year.$0.60$0.60$0.96$1.00$0.04
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.80$0.80$0.91$0.71$0.20
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.60$0.60$0.88$0.64$0.24
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.36$0.36$0.86$0.98$0.11