Civic Intelligence

Las Flores Middle School PTA

990EZ • Fiscal year 2018 • EIN 33-0762803

Jul 01, 2017 to Jun 30, 2018 • Filed on Sep 27, 2018

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

57th percentile

0.00x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

56th percentile

0.00x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

51st percentile

3.4%

Higher net margin than 51% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

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.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

63rd percentile

10%

Faster asset growth than 63% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

56th percentile

4.9%

Faster revenue growth than 56% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$43,367

Up $4,086 (+10%) from 2017

Net Assets

Up

$43,367

Up $4,086 (+10%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin51st percentile

Revenue

Up

$119,208

Up $5,603 (+4.9%) from 2017

Expenses

Up

$115,122

Up $9,882 (+9.4%) from 2017

Net Income

Down

$4,086

Down $4,279 (-51%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth63rd 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

2018

Assets$43,367
Liabilities$0
Net Assets$43,367
Open 2018 Filing

Operations Trend

Revenue Growth56th 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

2018

Revenue$119,208
Expenses$115,122
Net Income$4,086
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Sep 27, 2018
Return Version
2017v2.2
Gross Receipts
$119,208
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--
Olivia ValezqueaFinancial Secretary-$0--
Jen AltheideExecutive VP-$0--
Kristi EngelkeTreasurer-$0--
Kristin GrinsteadSecretary-$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 Shaugnessy
Title
President
Phone
9495896543
Signed
2018-09-27
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 expenses Part I line 16

“Description AmountBank charges 458Conference 1,173Insurance 228Officer expenses 56Orientation/Registration 655Band/Orchestra/Arts 27,660PAL 1,455Student programs - ACE 13,048Expenses not belonging 5,141Supplies 176PE Wear 12,040School & Community programs 22,850Student programs 5,201Technology drive 14,694Taxes paid 75Book Fair 3,896Unreconciled expenses 6,016”

Raw XML Appendix158 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/USAddress/CityNm0Rancho Santa Margarita
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092688
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt039281
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Kerry Shaughnessy
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Olivia Valezquea
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Jen Altheide
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Kristi Engelke
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Kristin Grinstead
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/OtherExpensesTotalAmt0114822
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Public School PTA
IRS990EZ/ProgramServiceRevenueAmt0106781
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Offer programs and services to provide student support academic enrichment and education
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
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IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
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IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0115122
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt0119208
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt011348
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt011436
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt07318
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt03452
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt037163
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt070717
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0106781
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0101973
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt055438
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0444137
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0514854
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0118129
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0118129
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0113409
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0105024
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt085691
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt092601
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0514854
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountBank charges 458Conference 1,173Insurance 228Officer expenses 56Orientation/Registration 655Band/Orchestra/Arts 27,660PAL 1,455Student programs - ACE 13,048Expenses not belonging 5,141Supplies 176PE Wear 12,040School & Community programs 22,850Student programs 5,201Technology drive 14,694Taxes paid 75Book Fair 3,896Unreconciled expenses 6,016
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
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ReturnHeader/BusinessOfficerGrp/PersonNm0Kerry Shaugnessy
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum09495896543
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-09-27
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
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ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt068.5.75.235
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ReturnHeader/FilingSecurityInformation/IPTm015:37:40
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt050 Woodsong
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Rancho Santa Margari
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092688
ReturnHeader/PreparerPersonGrp/PhoneNum09493642121
ReturnHeader/PreparerPersonGrp/PreparationDt02018-10-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Eleanor Kim
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-10-09T13:34:22-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$43,367
Liabilities
$0
Net assets
$43,367
Revenue
$119,208
Expenses
$115,122
Net income
$4,086
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