Civic Intelligence

Las Flores Middle School PTA

990EZ • Fiscal year 2016 • EIN 33-0762803

Jul 01, 2015 to Jun 30, 2016 • Filed on Nov 08, 2016

Organization Profile
25862 Antonio ParkwayRancho Santa Margarita, CA 92688

(949) 589-6543

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

56th percentile

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

55th percentile

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

44th percentile

0.7%

Higher net margin than 44% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2016

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2016

Balance Sheet
Liabilities / Assets56th percentile

Assets

$30,916

No earlier filing loaded for comparison.

Net Assets

$30,916

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin44th percentile

Revenue

$98,494

No earlier filing loaded for comparison.

Expenses

$97,852

No earlier filing loaded for comparison.

Net Income

$642

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$80K$60K$40K$20K$0Assets 2016: $30,916Liabilities 2016: $0Net Assets 2016: $30,9162016Assets 2017: $39,281Liabilities 2017: $0Net Assets 2017: $39,2812017Assets 2018: $43,367Liabilities 2018: $0Net Assets 2018: $43,3672018Assets 2019: $49,055Liabilities 2019: $0Net Assets 2019: $49,0552019Assets 2020: $63,937Liabilities 2020: $0Net Assets 2020: $63,9372020Assets 2021: $68,230Liabilities 2021: $0Net Assets 2021: $68,2302021Assets 2022: $72,168Liabilities 2022: $0Net Assets 2022: $72,1682022Assets 2023: $61,811Liabilities 2023: $0Net Assets 2023: $61,8112023Assets 2024: $0Liabilities 2024: $0Net Assets 2024: $02024

Highlighted filing

2016

Assets$30,916
Liabilities$0
Net Assets$30,916
Open 2016 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$200K$100K$0-$100KRevenue 2016: $98,494Expenses 2016: $97,852Net Income 2016: $6422016Revenue 2017: $113,605Expenses 2017: $105,240Net Income 2017: $8,3652017Revenue 2018: $119,208Expenses 2018: $115,122Net Income 2018: $4,0862018Revenue 2019: $101,065Expenses 2019: $95,377Net Income 2019: $5,6882019Revenue 2020: $88,180Expenses 2020: $73,298Net Income 2020: $14,8822020Revenue 2021: $45,612Expenses 2021: $41,319Net Income 2021: $4,2932021Revenue 2022: $111,537Expenses 2022: $107,599Net Income 2022: $3,9382022Revenue 2023: $94,674Expenses 2023: $105,031Net Income 2023: -$10,3572023Revenue 2024: $101,511Expenses 2024: $163,322Net Income 2024: -$61,8112024

Highlighted filing

2016

Revenue$98,494
Expenses$97,852
Net Income$642
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Nov 8, 2016
Return Version
2015v2.1
Gross Receipts
$110,298
Mission and Program Overview

Mission

Public School PTA

Program Services

DescriptionGrantsExpenses
Offer programs and services to provide student support academic enrichment and education-$97,852
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Lori ThackerPresident-$0--
Polly RohrbachFinancial Secretary-$0--
Amy RehneltPresident-$0--
Debbie RiterParliamentarian-$0--
Melissa LangstonSecretary-$0--
Jennifer EdwardsAuditor-$0--
Christine Royal GeffsTreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
PE Clothes$26,832$26,832$11,804$15,028
Community Pa$9,148$9,148-$9,148
Total Events$36,513$36,513$11,804$24,709
Filing and Contact Details

Filer

Filer Name
Las Flores Middle School PTA
EIN
33-0762803
Address
25862 Antonio Parkway, Rancho Santa Margarita, CA 92688

Signing Officer

Name
Lori Thacker
Title
President
Phone
9495896543
Signed
2016-11-08
Discuss with paid preparer
Yes

Preparer

Firm
Code 4 Tax Services
Address
50 Woodsong, Rancho Santa Margari, CA 92688
Preparer
Eleanor Kim
Phone
9493642121
Supplemental Narrative

Additional Explanations

Description of other revenue Part I line 8

“Description AmountNSF Charges recovered 7Membership not belonging 5,264”

Description of other expenses Part I line 16

“Description AmountAdmin 417Bank charges 204Conference 528Insurance 216Officer expenses 151Orientation 636Postage 6Teacher membership (10)Directory 507Spirit wear 119Band/Orchestra 4,754School and community programs 9,355Student programs 75,044Expenses not belonging 5,350”

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.

Path#Value
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IRS990EZ/BooksInCareOfDetail/PhoneNum09495896543
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Rancho Santa Margarita
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092688
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt030274
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt030916
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt080
IRS990EZ/DonorAdvisedFndsInd0false
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IRS990EZ/FiledScheduleAInd0true
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IRS990EZ/Form990TotalAssetsGrp/EOYAmt030916
IRS990EZ/FundraisingGrossIncomeAmt036783
IRS990EZ/GrossReceiptsAmt0110298
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IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
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IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt07238
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt030274
IRS990EZ/NetAssetsOrFundBalancesEOYAmt030916
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IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt030916
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Lori Thacker
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Polly Rohrbach
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Amy Rehnelt
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Debbie Riter
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Melissa Langston
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Jennifer Edwards
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Christine Royal Geffs
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Financial Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Parliamentarian
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Auditor
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt097277
IRS990EZ/OtherRevenueTotalAmt05271
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Public School PTA
IRS990EZ/ProgramServiceRevenueAmt060926
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Offer programs and services to provide student support academic enrichment and education
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt097852
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt011804
IRS990EZ/SpecialEventsNetIncomeLossAmt024979
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt097852
IRS990EZ/TotalProgramServiceExpensesAmt097852
IRS990EZ/TotalRevenueAmt098494
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt07318
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt03452
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt037163
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt051966
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt033822
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0133721
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt097706
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt082239
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt055438
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt054398
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt050223
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0340004
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0473725
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0105024
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt085691
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt092601
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0106364
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt084045
IRS990ScheduleA/Total509Grp/TotalAmt0473725
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0105024
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt085691
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt092601
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0106364
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt084045
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0473725
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt011804
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0PE Clothes
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Community Pa
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt026832
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt09148
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt0533
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt036513
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt026832
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt09148
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt0533
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt036513
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt024709
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt011804
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt011804
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountNSF Charges recovered 7Membership not belonging 5,264
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description AmountAdmin 417Bank charges 204Conference 528Insurance 216Officer expenses 151Orientation 636Postage 6Teacher membership (10)Directory 507Spirit wear 119Band/Orchestra 4,754School and community programs 9,355Student programs 75,044Expenses not belonging 5,350
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other revenue Part I line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Lori Thacker
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum09495896543
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-11-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Las Flores Middle School PTA
ReturnHeader/Filer/BusinessNameControlTxt0LASF
ReturnHeader/Filer/EIN0330762803
ReturnHeader/Filer/USAddress/AddressLine1Txt025862 Antonio Parkway
ReturnHeader/Filer/USAddress/CityNm0Rancho Santa Margarita
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092688
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0261781300
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Code 4 Tax Services
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt050 Woodsong
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Rancho Santa Margari
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092688
ReturnHeader/PreparerPersonGrp/PhoneNum09493642121
ReturnHeader/PreparerPersonGrp/PreparationDt02016-11-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Eleanor Kim
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02016-11-11T14:11:53-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$30,916
Liabilities
$0
Net assets
$30,916
Revenue
$98,494
Expenses
$97,852
Net income
$642
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$1.02$1.63$0.62
2023Detailed filing. Detailed filing data is available for this year.$0.62$0.00$0.62$0.95$1.05$0.10
2022Detailed filing. Detailed filing data is available for this year.$0.72$0.00$0.72$1.12$1.08$0.04
2021Detailed filing. Detailed filing data is available for this year.$0.68$0.00$0.68$0.46$0.41$0.04
2020Detailed filing. Detailed filing data is available for this year.$0.64$0.00$0.64$0.88$0.73$0.15
2019Detailed filing. Detailed filing data is available for this year.$0.49$0.00$0.49$1.01$0.95$0.06
2018Detailed filing. Detailed filing data is available for this year.$0.43$0.00$0.43$1.19$1.15$0.04
2017Detailed filing. Detailed filing data is available for this year.$0.39$0.00$0.39$1.14$1.05$0.08
2016Detailed filing. Detailed filing data is available for this year.$0.31$0.00$0.31$0.98$0.98$0.01