Civic Intelligence

Ladera Elementary School PTO

990EZ • Fiscal year 2015 • EIN 33-0966346

Jul 01, 2014 to Jun 30, 2015 • Filed on Nov 06, 2015

Organization ProfileN/A
2515 Rawlings WayTustin, CA 92782

(714) 730-7505

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2015

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2015

Net Margin

72nd percentile

15%

Higher net margin than 72% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

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.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

68th percentile

16%

Faster asset growth than 68% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

55th percentile

4.2%

Faster revenue growth than 55% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$121,852

Up $16,425 (+16%) from 2014

Net Assets

Up

$121,852

Up $16,425 (+16%) from 2014

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin72nd percentile

Revenue

Up

$106,574

Up $4,279 (+4.2%) from 2014

Expenses

Down

$90,149

Down $1,240 (-1.4%) from 2014

Net Income

Up

$16,425

Up $5,519 (+51%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth68th percentile

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

$200K$150K$100K$50K$0Assets 2012: $89,197Net Assets 2012: $89,1972012Assets 2013: $94,521Net Assets 2013: $94,5212013Assets 2014: $105,427Net Assets 2014: $105,4272014Assets 2015: $121,852Net Assets 2015: $121,8522015Assets 2016: $129,817Net Assets 2016: $129,8172016Assets 2025: $169,953Liabilities 2025: $12,508Net Assets 2025: $157,4452025

Highlighted filing

2015

Assets$121,852
Liabilities-
Net Assets$121,852
Open 2015 Filing

Operations Trend

Revenue Growth55th percentile

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

$200K$100K$0-$100KRevenue 2012: $85,213Expenses 2012: $100,275Net Income 2012: -$15,0622012Revenue 2013: $91,440Expenses 2013: $86,116Net Income 2013: $5,3242013Revenue 2014: $102,295Expenses 2014: $91,389Net Income 2014: $10,9062014Revenue 2015: $106,574Expenses 2015: $90,149Net Income 2015: $16,4252015Revenue 2016: $104,597Expenses 2016: $96,632Net Income 2016: $7,9652016Revenue 2025: $141,430Expenses 2025: $182,713Net Income 2025: -$41,2832025

Highlighted filing

2015

Revenue$106,574
Expenses$90,149
Net Income$16,425
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Nov 6, 2015
Return Version
2014v5.0
Gross Receipts
$128,583
Mission and Program Overview

Mission

Support students and teachers at ladera elementary school

Program Services

DescriptionGrantsExpenses
PROVIDE EXTRA LEARNING MATERIALS AND EDUCATION ENHANCEMENTS FOR STUDENTS AND CHILDRES AT LADERA ELEMENTARY SCHOOL-$90,149
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KARES SISSONPresidentPT$0--
DEBBIE LEITCHVice President-$0--
TERESA LEDFORDVice President-$0--
JIM DILELLIOTreasurer-$0--
THEONI HUSEFinancial Secretary-$0--
JENNIFER TSAISecretary-$0--
KRISTEN SAADVice President-$0--
NIDA BEGVice President-$0--
JUDY CLARKVice President-$0--
LISA JEWELLVice President-$0--
NATASHA CHENVice President-$0--
ELIZABETH BAEZVice President-$0--
CARMEL COXParliamentarian-$0--
Filing and Contact Details

Filer

Filer Name
Ladera Elementary School Pto
EIN
33-0966346
Phone
7147307505
Address
2515 RAWLINGS WAY, TUSTIN, CA 92782

Signing Officer

Name
Theoni Huse
Title
Financial Secretary
Phone
7147307505
Signed
2015-11-06
Discuss with paid preparer
Yes

Preparer

Firm
Donald G Berkheimer CPA
Address
2362 SABLE TREE CIRCLE, TUSTIN, CA 92780
Preparer
Donald G Berkheimer
Phone
7148383688
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 8

“MISCELLANEOUS 3917.”

Form 990EZ, Part I, Line 16

“Art masters 4704. Assemblies 3602. Library 2901. Technology 2751. Field trips 1431. Other 27324. Enrichment materials 39435. Pace 1050. Teacher appreciation 2874. Teacher supplies 3346. Common core materials 731.”

Raw XML Appendix190 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0TREASURER
IRS990EZ/BooksInCareOfDetail/PhoneNum07147307505
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt02515 RAWLINGS WAY
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0TUSTIN
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092782
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0105427
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0121852
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt00
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt016425
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0105427
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0121852
IRS990EZ/FundraisingGrossIncomeAmt062155
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt0128583
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt0104
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt062407
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0105427
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0121852
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0105427
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0121852
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt43.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt53.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt62.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt72.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt82.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt92.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt102.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt112.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt122.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt120
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0KARES SISSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DEBBIE LEITCH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2TERESA LEDFORD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JIM DILELLIO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4THEONI HUSE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5JENNIFER TSAI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6KRISTEN SAAD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7NIDA BEG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8JUDY CLARK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9LISA JEWELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10NATASHA CHEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11ELIZABETH BAEZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm12CARMEL COX
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4FINANCIAL SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt12PARLIAMENTARIAN
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt090149
IRS990EZ/OtherRevenueTotalAmt03917
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SUPPORT STUDENTS AND TEACHERS AT LADERA ELEMENTARY SCHOOL
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDE EXTRA LEARNING MATERIALS AND EDUCATION ENHANCEMENTS FOR STUDENTS AND CHILDRES AT LADERA ELEMENTARY SCHOOL
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt090149
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt022009
IRS990EZ/SpecialEventsNetIncomeLossAmt040146
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt090149
IRS990EZ/TotalProgramServiceExpensesAmt090149
IRS990EZ/TotalRevenueAmt0106574
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt062407
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt055581
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt054897
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt049502
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt024720
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0247107
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0104
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0102
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0153
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0196
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0362
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0917
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt066072
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt061220
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt040759
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt039466
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt075263
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0282780
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0104
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0102
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0153
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0196
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0362
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0917
IRS990ScheduleA/InvestmentIncomeCYPct00.00170
IRS990ScheduleA/InvestmentIncomePYPct00.00320
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct00.99830
IRS990ScheduleA/PublicSupportPY509Pct00.99680
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt0529887
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0128479
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0116801
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt095656
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt088968
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt099983
IRS990ScheduleA/Total509Grp/TotalAmt0529887
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0530804
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MISCELLANEOUS 3917.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ART MASTERS 4704. ASSEMBLIES 3602. LIBRARY 2901. TECHNOLOGY 2751. FIELD TRIPS 1431. OTHER 27324. ENRICHMENT MATERIALS 39435. PACE 1050. TEACHER APPRECIATION 2874. TEACHER SUPPLIES 3346. COMMON CORE MATERIALS 731.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0THEONI HUSE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0FINANCIAL SECRETARY
ReturnHeader/BusinessOfficerGrp/PhoneNum07147307505
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-11-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LADERA ELEMENTARY SCHOOL PTO
ReturnHeader/Filer/BusinessNameControlTxt0LADE
ReturnHeader/Filer/EIN0330966346
ReturnHeader/Filer/PhoneNum07147307505
ReturnHeader/Filer/USAddress/AddressLine1Txt02515 RAWLINGS WAY
ReturnHeader/Filer/USAddress/CityNm0TUSTIN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092782
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DONALD G BERKHEIMER CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02362 SABLE TREE CIRCLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0TUSTIN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092780
ReturnHeader/PreparerPersonGrp/PhoneNum07148383688
ReturnHeader/PreparerPersonGrp/PreparationDt02015-11-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DONALD G BERKHEIMER
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02015-11-06T17:27:17-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$121,852
Liabilities
-
Net assets
$121,852
Revenue
$106,574
Expenses
$90,149
Net income
$16,425
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.70$0.13$1.57$1.41$1.83$0.41
2016Detailed filing. Detailed filing data is available for this year.$1.30$1.30$1.05$0.97$0.08
2015Detailed filing. Detailed filing data is available for this year.$1.22$1.22$1.07$0.90$0.16
2014Detailed filing. Detailed filing data is available for this year.$1.05$1.05$1.02$0.91$0.11
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.95$0.95$0.91$0.86$0.05
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.89$0.89$0.85$1.00$0.15