Civic Intelligence

Las Flores Middle School PTA

990EZ • Fiscal year 2020 • EIN 33-0762803

Jul 01, 2019 to Jun 30, 2020 • Filed on Oct 02, 2020

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

55th percentile

0.00x

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

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

Liabilities / Revenue

55th percentile

0.00x

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

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

Net Margin

66th percentile

17%

Higher net margin than 66% 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

73rd percentile

30%

Faster asset growth than 73% of similar nonprofits.

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

Revenue Growth

51st percentile

-13%

Faster revenue growth than 51% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets55th percentile

Assets

Up

$63,937

Up $14,882 (+30%) from 2019

Net Assets

Up

$63,937

Up $14,882 (+30%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin66th percentile

Revenue

Down

$88,180

Down $12,885 (-13%) from 2019

Expenses

Down

$73,298

Down $22,079 (-23%) from 2019

Net Income

Up

$14,882

Up $9,194 (+162%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth73rd 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

2020

Assets$63,937
Liabilities$0
Net Assets$63,937
Open 2020 Filing

Operations Trend

Revenue Growth51st 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

2020

Revenue$88,180
Expenses$73,298
Net Income$14,882
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Oct 2, 2020
Return Version
2019v5.1
Gross Receipts
$88,180
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
Kate AsarPresident-$0--
Olivia ValezquezTreasurer-$0--
Rochelle SackExecutive VP-$0--
Tonya GoodbrandHistorian-$0--
Kari RuskinSecretary-$0--
Dave AhmadzaiAuditor-$0--
Christine ArakawaParliamentarian-$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 Asar
Title
President
Phone
9495896543
Signed
2020-10-02
Discuss with paid preparer
Yes

Preparer

Firm
Code 4 Tax Services
Address
21691 Via Del Lago, Trabuco Canyon, CA 92679
Preparer
Eleanor Kim
Phone
9493642121
Supplemental Narrative

Additional Explanations

Description of other revenue Part I line 8

“Description AmountMiscellaneous 39Parent Education 340”

Description of other expenses Part I line 16

“Description AmountAdmin 261Bank charges 232Insurance 232Registration expenses 216Orientation/Registration 579Postage 23Band/Orchestra/Arts 29,571PAL 908Student programs - ACE 5,993Expenses not belonging 4,514Merchant fees 554PE Wear 11,583School & Community programs 7,096Student programs 4,246Technology drive 4,174Taxes paid 75Book Fair 811Unreconciled expenses 797Turkey Trot 225PBIS 908”

Raw XML Appendix174 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/BOYAmt049055
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt063937
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
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IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt014882
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0300
IRS990EZ/FiledScheduleAInd0true
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IRS990EZ/GrossReceiptsAmt088180
IRS990EZ/GroupExemptionNum00646
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt011154
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt049055
IRS990EZ/NetAssetsOrFundBalancesEOYAmt063937
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
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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/PersonNm0Kate Asar
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Olivia Valezquez
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Rochelle Sack
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Tonya Goodbrand
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Kari Ruskin
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Dave Ahmadzai
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Christine Arakawa
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Executive VP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Historian
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Auditor
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Parliamentarian
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt072998
IRS990EZ/OtherRevenueTotalAmt0379
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Public School PTA
IRS990EZ/ProgramServiceRevenueAmt076647
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/TotalExpensesAmt073298
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt088180
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt011154
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt015
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt011348
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt011436
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt07318
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt041271
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt076647
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt099213
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0106781
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0101973
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt097706
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0482320
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0523591
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt087801
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt099228
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0118129
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0113409
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0105024
IRS990ScheduleA/Total509Grp/TotalAmt0523591
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt087801
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt099228
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0118129
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0113409
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0105024
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0523591
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountMiscellaneous 39Parent Education 340
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description AmountAdmin 261Bank charges 232Insurance 232Registration expenses 216Orientation/Registration 579Postage 23Band/Orchestra/Arts 29,571PAL 908Student programs - ACE 5,993Expenses not belonging 4,514Merchant fees 554PE Wear 11,583School & Community programs 7,096Student programs 4,246Technology drive 4,174Taxes paid 75Book Fair 811Unreconciled expenses 797Turkey Trot 225PBIS 908
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other revenue Part I line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Kate Asar
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum09495896543
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-10-02
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/FederalOriginalSubmissionId03016632020280r0br4ql
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02020-10-06
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt068.4.135.111
ReturnHeader/FilingSecurityInformation/IPDt02020-10-06
ReturnHeader/FilingSecurityInformation/IPTm017:00:28
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0261781300
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Code 4 Tax Services
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt021691 Via Del Lago
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Trabuco Canyon
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092679
ReturnHeader/PreparerPersonGrp/PhoneNum09493642121
ReturnHeader/PreparerPersonGrp/PreparationDt02020-10-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Eleanor Kim
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02020-10-06T13:32:43-04:00
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
$63,937
Liabilities
$0
Net assets
$63,937
Revenue
$88,180
Expenses
$73,298
Net income
$14,882
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