Civic Intelligence

Las Flores Middle School PTA

990EZ • Fiscal year 2019 • EIN 33-0762803

Jul 01, 2018 to Jun 30, 2019 • Filed on Oct 28, 2019

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.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

57th percentile

0.00x

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

55th percentile

5.6%

Higher net margin than 55% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

65th percentile

13%

Faster asset growth than 65% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

28th percentile

-15%

Faster revenue growth than 28% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$49,055

Up $5,688 (+13%) from 2018

Net Assets

Up

$49,055

Up $5,688 (+13%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin55th percentile

Revenue

Down

$101,065

Down $18,143 (-15%) from 2018

Expenses

Down

$95,377

Down $19,745 (-17%) from 2018

Net Income

Up

$5,688

Up $1,602 (+39%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth65th 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

2019

Assets$49,055
Liabilities$0
Net Assets$49,055
Open 2019 Filing

Operations Trend

Revenue Growth28th 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

2019

Revenue$101,065
Expenses$95,377
Net Income$5,688
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Oct 28, 2019
Return Version
2018v3.1
Gross Receipts
$101,065
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 Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Tiffany BeckloffPresident-$0--
Olivia ValezquezFinancial Secretary-$0--
Kerry ShaughnessyExecutive VP-$0--
Dave GoodbrandTreasurer-$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
Kate Assar
Title
President
Phone
9495896543
Signed
2019-10-28
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 AmountPY income deposited after 7-1 1,837”

Description of other expenses Part I line 16

“Description AmountAdmin 352Bank charges 437Conference 433Insurance 232Registration expenses 179Orientation/Registration 1,439Postage 50Band/Orchestra/Arts 33,933PAL 1,814Student programs - ACE 13,257Expenses not belonging 4,889Merchant fees 468PE Wear 12,724School & Community programs 6,716Student programs 4,530Technology drive 12,569Taxes paid 75Unreconciled expenses 510Career Day 245Turkey Trot 225”

Raw XML Appendix163 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/PersonNm0Olivia Velazquez
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/BOYAmt043367
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt049055
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt015
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt05688
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0300
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt043367
IRS990EZ/Form990TotalAssetsGrp/EOYAmt049055
IRS990EZ/GrossReceiptsAmt0101065
IRS990EZ/GroupExemptionNum00646
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt010622
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt043367
IRS990EZ/NetAssetsOrFundBalancesEOYAmt049055
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt043367
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt049055
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20.00
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/PersonNm0Tiffany Beckloff
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Olivia Valezquez
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Kerry Shaughnessy
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Dave Goodbrand
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/OtherExpensesTotalAmt095077
IRS990EZ/OtherRevenueTotalAmt01837
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Public School PTA
IRS990EZ/ProgramServiceRevenueAmt088591
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/TotalExpensesAmt095377
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt0101065
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt015
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt011348
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt011436
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt07318
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt03452
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt033569
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt099213
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0106781
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0101973
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt097706
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt082239
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0487912
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0521481
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt099228
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0118129
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0113409
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0105024
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt085691
IRS990ScheduleA/Total509Grp/TotalAmt0521481
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt099228
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0118129
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0113409
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0105024
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt085691
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0521481
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountPY income deposited after 7-1 1,837
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description AmountAdmin 352Bank charges 437Conference 433Insurance 232Registration expenses 179Orientation/Registration 1,439Postage 50Band/Orchestra/Arts 33,933PAL 1,814Student programs - ACE 13,257Expenses not belonging 4,889Merchant fees 468PE Wear 12,724School & Community programs 6,716Student programs 4,530Technology drive 12,569Taxes paid 75Unreconciled expenses 510Career Day 245Turkey Trot 225
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other revenue Part I line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Kate Assar
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum09495896543
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-10-28
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/AtSubmissionCreationDeviceId086FC170C7390889D9B2551C3042AD27FD8863F07
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId086FC170C7390889D9B2551C3042AD27FD8863F07
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId03016632019304j1ogubm
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02019-10-31
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0174.67.251.109
ReturnHeader/FilingSecurityInformation/IPDt02019-10-31
ReturnHeader/FilingSecurityInformation/IPTm019:17:33
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/PreparationDt02019-10-31
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Eleanor Kim
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02019-10-31T19:17:03-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$49,055
Liabilities
$0
Net assets
$49,055
Revenue
$101,065
Expenses
$95,377
Net income
$5,688
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