Civic Intelligence

Las Flores Middle School PTA

990EZ • Fiscal year 2017 • EIN 33-0762803

Jul 01, 2016 to Jun 30, 2017 • Filed on Oct 27, 2017

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.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

56th percentile

0.00x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

59th percentile

7.4%

Higher net margin than 59% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

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.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

76th percentile

27%

Faster asset growth than 76% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

68th percentile

15%

Faster revenue growth than 68% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$39,281

Up $8,365 (+27%) from 2016

Net Assets

Up

$39,281

Up $8,365 (+27%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin59th percentile

Revenue

Up

$113,605

Up $15,111 (+15%) from 2016

Expenses

Up

$105,240

Up $7,388 (+7.6%) from 2016

Net Income

Up

$8,365

Up $7,723 (+1203%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth76th percentile

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

2017

Assets$39,281
Liabilities$0
Net Assets$39,281
Open 2017 Filing

Operations Trend

Revenue Growth68th percentile

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

2017

Revenue$113,605
Expenses$105,240
Net Income$8,365
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Oct 27, 2017
Return Version
2016v3.0
Gross Receipts
$113,605
Mission and Program Overview

Mission

Public School PTA

Program Services

DescriptionGrantsExpenses
Offer programs and services to provide student support academic enrichment and education--
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kerry ShaughnessyPresident-$0--
Leslie DekkerFinancial Secretary-$0--
Amy RehneltExecutive VP-$0--
Jennifer EdwardsTreasurer-$0--
Melissa LangstonSecretary-$0--
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
Kerry Shaughnessy
Title
President
Phone
9495896543
Signed
2017-10-27
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 196”

Description of other expenses Part I line 16

“Description AmountAdmin - Registration shortage 339Bank charges 35Conference 40Insurance 221Officer expenses 288Orientation 896Teacher membership 55Directory 653Spirit wear 628Band/Orchestra/Arts 29,377PAL 2,515Student programs - ACE 13,905Expenses not belonging 5,852Merchant fees 410Supplies 457Charitable Registry registration 50PE Wear 10,365School & Community programs 8,225Student programs 12,375Technology drive 18,254”

Raw XML Appendix161 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/PersonNm0Jennifer Edwards
IRS990EZ/BooksInCareOfDetail/PhoneNum09495896543
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt025862 Antonio Parkway
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Rancho Santa Margarita
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092688
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt030916
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt039281
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0435
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt08365
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0300
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt030916
IRS990EZ/Form990TotalAssetsGrp/EOYAmt039281
IRS990EZ/GrossReceiptsAmt0113605
IRS990EZ/GroupExemptionNum00646
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt011001
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt030916
IRS990EZ/NetAssetsOrFundBalancesEOYAmt039281
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt030916
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt039281
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt40.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Kerry Shaughnessy
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Leslie Dekker
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Amy Rehnelt
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Jennifer Edwards
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Melissa Langston
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Financial Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Executive VP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt0104940
IRS990EZ/OtherRevenueTotalAmt0196
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Public School PTA
IRS990EZ/ProgramServiceRevenueAmt0101973
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Offer programs and services to provide student support academic enrichment and education
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0105240
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt0113605
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt011436
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt07318
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt03452
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt037163
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt051966
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0111335
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0101973
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt097706
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt082239
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt055438
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt054398
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0391754
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0503089
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0113409
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0105024
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt085691
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt092601
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0106364
IRS990ScheduleA/Total509Grp/TotalAmt0503089
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0113409
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0105024
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt085691
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt092601
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0106364
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0503089
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountNSF Charges recovered 196
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description AmountAdmin - Registration shortage 339Bank charges 35Conference 40Insurance 221Officer expenses 288Orientation 896Teacher membership 55Directory 653Spirit wear 628Band/Orchestra/Arts 29,377PAL 2,515Student programs - ACE 13,905Expenses not belonging 5,852Merchant fees 410Supplies 457Charitable Registry registration 50PE Wear 10,365School & Community programs 8,225Student programs 12,375Technology drive 18,254
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/PersonNm0Kerry Shaughnessy
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum09495896543
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-10-27
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/FilingSecurityInformation/AtSubmissionCreationDeviceId0E108431BDFF127AF91C6345997B221B9581D1F87
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0E108431BDFF127AF91C6345997B221B9581D1F87
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId0301663201730644neego
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02017-11-02
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt068.5.75.235
ReturnHeader/FilingSecurityInformation/IPDt02017-11-02
ReturnHeader/FilingSecurityInformation/IPTm013:54:09
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/PreparationDt02017-11-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Eleanor Kim
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02017-11-02T14:52:52-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$39,281
Liabilities
$0
Net assets
$39,281
Revenue
$113,605
Expenses
$105,240
Net income
$8,365
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