Civic Intelligence

Newport Elementary School Foundation

990EZ • Fiscal year 2020 • EIN 33-0756406

Jul 01, 2019 to Jun 30, 2020 • Filed on Mar 24, 2021

Organization Profilewww.newportelfoundation.org
PO Box 15834Newport Beach, CA 92659

(949) 615-6965

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

81st percentile

34%

Higher net margin than 81% of similar nonprofits.

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

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

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

Asset Growth

89th percentile

116%

Faster asset growth than 89% of similar nonprofits.

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

Revenue Growth

52nd percentile

-11%

Faster revenue growth than 52% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$112,418

Up $60,367 (+116%) from 2019

Net Assets

Up

$112,418

Up $60,367 (+116%) from 2019

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin81st percentile

Revenue

Down

$179,085

Down $22,818 (-11%) from 2019

Expenses

Down

$118,718

Down $106,234 (-47%) from 2019

Net Income

Up

$60,367

Up $83,416 (+362%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth89th percentile

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

$400K$300K$200K$100K$0Assets 2015: $130,203Liabilities 2015: $9,128Net Assets 2015: $121,0752015Assets 2016: $44,404Liabilities 2016: $0Net Assets 2016: $44,4042016Assets 2017: $67,190Liabilities 2017: $0Net Assets 2017: $67,1902017Assets 2018: $75,100Liabilities 2018: $0Net Assets 2018: $75,1002018Assets 2019: $52,051Liabilities 2019: $0Net Assets 2019: $52,0512019Assets 2020: $112,418Net Assets 2020: $112,4182020Assets 2021: $52,043Net Assets 2021: $52,0432021Assets 2022: $103,321Net Assets 2022: $103,3212022Assets 2023: $167,379Liabilities 2023: $0Net Assets 2023: $167,3792023Assets 2024: $235,412Liabilities 2024: $0Net Assets 2024: $235,4122024Assets 2025: $370,491Liabilities 2025: $0Net Assets 2025: $370,4912025

Highlighted filing

2020

Assets$112,418
Liabilities-
Net Assets$112,418
Open 2020 Filing

Operations Trend

Revenue Growth52nd percentile

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

$400K$200K$0-$200KRevenue 2015: $232,035Expenses 2015: $342,235Net Income 2015: -$110,2002015Revenue 2016: $195,529Expenses 2016: $272,200Net Income 2016: -$76,6712016Revenue 2017: $234,381Expenses 2017: $211,595Net Income 2017: $22,7862017Revenue 2018: $226,171Expenses 2018: $218,261Net Income 2018: $7,9102018Revenue 2019: $201,903Expenses 2019: $224,952Net Income 2019: -$23,0492019Revenue 2020: $179,085Expenses 2020: $118,718Net Income 2020: $60,3672020Revenue 2021: $77,425Expenses 2021: $137,800Net Income 2021: -$60,3752021Revenue 2022: $125,310Expenses 2022: $74,032Net Income 2022: $51,2782022Revenue 2023: $164,944Expenses 2023: $100,886Net Income 2023: $64,0582023Revenue 2024: $195,581Expenses 2024: $127,548Net Income 2024: $68,0332024Revenue 2025: $229,128Expenses 2025: $94,049Net Income 2025: $135,0792025

Highlighted filing

2020

Revenue$179,085
Expenses$118,718
Net Income$60,367
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Mar 24, 2021
Return Version
2019v5.0
Gross Receipts
$187,096
Mission and Program Overview

Mission

To enhance the quality of education at Newport Elementary School

Program Services

DescriptionGrantsExpenses
Provided instructional aides, additional library hours and continuing education for teaching staff$99,882-
Provided support to visual, technical and offered performing arts programs$9,392-
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Rick RobisonPresidentPT$0--
Marissa TatumSecretaryPT$0--
Evangeline AndersenTreasurer 2019PT$0--
Lars MohnTreasurer 2020PT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Hula 4 Moola$57,807$57,807$4,153$53,654
Jog-A-Thon$40,065$40,065$3,828$36,237
Total Events$113,406$113,406$8,011$105,395
Filing and Contact Details

Filer

Filer Name
Newport Elementary School Foundation
EIN
33-0756406
Phone
9496156965
Address
PO Box 15834, NEWPORT BEACH, CA 92659

Signing Officer

Name
Lars Mohn
Title
Treasurer
Signed
2021-03-24
Discuss with paid preparer
Yes

Preparer

Firm
Klarin & Associates CPAs Inc
Address
20101 SW Birch Street Suite 210, Newport Beach, CA 92660
Preparer
Michelle L Walters CPA
Phone
9498331171
Supplemental Narrative

Additional Explanations

Other Expenses.1002

“Office Expenses $647”

Other Expenses.1012

“Insurance $3178”

Other Expenses.1

“Salaries Reimb to Newport Elem $99882”

Other Expenses.2

“Other Program Support $9393”

Other Expenses.3

“Membership $3175”

Other Expenses.4

“Credit Card Processing $1295”

Other Expenses.5

“Investment FMV Unrealized Loss $1148”

Raw XML Appendix168 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/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt0118718
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IRS990EZ/ProgramServiceRevenueAmt02232
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IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt099882
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IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/SpecialEventsNetIncomeLossAmt0105395
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
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IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.newportelfoundation.org
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt069931
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt070665
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IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0501
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IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt01695
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IRS990ScheduleA/PublicSupportCY170Pct00.99550
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt069931
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Other Program Support $9393
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Membership $3175
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Credit Card Processing $1295
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ReturnHeader/BuildTS02022-09-23 18:48:47Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0Lars Mohn
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-03-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0NEWPORT ELEMENTARY SCHOOL FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0NEWP
ReturnHeader/Filer/EIN0330756406
ReturnHeader/Filer/PhoneNum09496156965
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 15834
ReturnHeader/Filer/USAddress/CityNm0NEWPORT BEACH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092659
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0330755950
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Klarin & Associates CPAs Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt020101 SW Birch Street Suite 210
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Newport Beach
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092660
ReturnHeader/PreparerPersonGrp/PhoneNum09498331171
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Michelle L Walters CPA
ReturnHeader/ReturnTs02021-03-24T11:47:22-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$112,418
Liabilities
-
Net assets
$112,418
Revenue
$179,085
Expenses
$118,718
Net income
$60,367
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$3.70$0.00$3.70$2.29$0.94$1.35
2024Detailed filing. Detailed filing data is available for this year.$2.35$0.00$2.35$1.96$1.28$0.68
2023Detailed filing. Detailed filing data is available for this year.$1.67$0.00$1.67$1.65$1.01$0.64
2022Detailed filing. Detailed filing data is available for this year.$1.03$1.03$1.25$0.74$0.51
2021Detailed filing. Detailed filing data is available for this year.$0.52$0.52$0.77$1.38$0.60
2020Detailed filing. Detailed filing data is available for this year.$1.12$1.12$1.79$1.19$0.60
2019Detailed filing. Detailed filing data is available for this year.$0.52$0.00$0.52$2.02$2.25$0.23
2018Detailed filing. Detailed filing data is available for this year.$0.75$0.00$0.75$2.26$2.18$0.08
2017Detailed filing. Detailed filing data is available for this year.$0.67$0.00$0.67$2.34$2.12$0.23
2016Detailed filing. Detailed filing data is available for this year.$0.44$0.00$0.44$1.96$2.72$0.77
2015Detailed filing. Detailed filing data is available for this year.$1.30$0.09$1.21$2.32$3.42$1.10