Civic Intelligence

Marblehead Elementary School PTA California Congress

990EZ • Fiscal year 2020 • EIN 33-0971011

Jul 01, 2019 to Jun 30, 2020 • Filed on Sep 24, 2020

2410 Via TurquezaSan Clemente, CA 92673

(949) 234-5339

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 2020

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2020

Net Margin

36th percentile

-2.5%

Higher net margin than 36% 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

39th percentile

-1.6%

Faster asset growth than 39% of similar nonprofits.

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

Revenue Growth

17th percentile

-59%

Faster revenue growth than 17% of similar nonprofits.

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

Assets

Down

$39,647

Down $653 (-1.6%) from 2019

Net Assets

Down

$39,647

Down $653 (-1.6%) from 2019

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$26,057

Down $37,526 (-59%) from 2019

Expenses

Down

$26,710

Down $7,083 (-21%) from 2019

Net Income

Down

-$653

Down $30,443 (-102%) from 2019

Historical Trend

Balance Sheet Trend

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

$100K$50K$0Assets 2011: $28,187Net Assets 2011: $28,1872011Assets 2012: $13,435Net Assets 2012: $13,4352012Assets 2013: $12,637Net Assets 2013: $12,6372013Assets 2014: $16,334Net Assets 2014: $16,3342014Assets 2015: $25,537Net Assets 2015: $25,5372015Assets 2019: $40,300Net Assets 2019: $40,3002019Assets 2020: $39,647Net Assets 2020: $39,6472020Assets 2021: $44,639Net Assets 2021: $44,6392021Assets 2022: $76,940Net Assets 2022: $76,9402022Assets 2023: $82,033Net Assets 2023: $82,0332023Assets 2024: $58,885Net Assets 2024: $58,8852024Assets 2025: $65,117Net Assets 2025: $65,1172025

Highlighted filing

2020

Assets$39,647
Liabilities-
Net Assets$39,647

Operations Trend

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

$100K$50K$0-$50KRevenue 2011: $40,608Expenses 2011: $30,124Net Income 2011: $10,4842011Revenue 2012: $40,695Expenses 2012: $55,447Net Income 2012: -$14,7522012Revenue 2013: $30,890Expenses 2013: $31,688Net Income 2013: -$7982013Revenue 2014: $27,688Expenses 2014: $23,991Net Income 2014: $3,6972014Revenue 2015: $26,257Expenses 2015: $17,200Net Income 2015: $9,0572015Revenue 2019: $63,583Expenses 2019: $33,793Net Income 2019: $29,7902019Revenue 2020: $26,057Expenses 2020: $26,710Net Income 2020: -$6532020Revenue 2021: $11,459Expenses 2021: $6,467Net Income 2021: $4,9922021Revenue 2022: $42,734Expenses 2022: $10,431Net Income 2022: $32,3032022Revenue 2023: $40,056Expenses 2023: $34,962Net Income 2023: $5,0942023Revenue 2024: $38,199Expenses 2024: $61,354Net Income 2024: -$23,1552024Revenue 2025: $40,784Expenses 2025: $34,552Net Income 2025: $6,2322025

Highlighted filing

2020

Revenue$26,057
Expenses$26,710
Net Income-$653
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Sep 24, 2020
Return Version
2019v5.1
Gross Receipts
$33,080
Mission and Program Overview

Mission

Advocacy, information, funding educational enrichment

Program Services

DescriptionGrantsExpenses
Student Educational Enrichment Programs-$13,970
School Improvement Programs-$7,808
Family Event Programs-$1,263
Teacher and Staff Programs-$1,077
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Trina GetzPresidentPT$0--
Kira OlanderVice PresidentPT$0--
Andrea LawrenceTreasurerPT$0--
Courtney DiffnerSecretaryPT$0--
Trisha SalvadoriCorres. SecretaryPT$0--
Mindy NelsonParliamentarian-$0--
Georgia SarantopoulasMembershipPT$0--
Amber PostenAuditor-$0--
Eliana ArceBilingual Coord.PT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Outlets Event$10,185$10,185$2,730$7,455
Book Fair$3,070$3,070$1,405$1,665
Total Events$13,255$13,255$4,649$8,606
Filing and Contact Details

Filer

Filer Name
Marblehead Elementary School Pta California Congress
EIN
33-0971011
Phone
9492345339
Address
2410 VIA TURQUEZA, SAN CLEMENTE, CA 92673

Signing Officer

Name
Andrea Lawrence
Title
Treasurer
Phone
9492345339
Signed
2020-09-24
Discuss with paid preparer
Yes

Preparer

Preparer
Elizabeth A Weber CPA
Phone
9492909333
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part III, Line 31

Family Event Programs Grants and allocations 0, Program service expenses 1,263

Form 990-EZ, Part I, Line 16, Other Expenses

Fundraising 462

Form 990-EZ, Part I, Line 16, Other Expenses

Student Educational Program 13,970

Form 990-EZ, Part I, Line 16, Other Expenses

Staff Programs 1,077

Form 990-EZ, Part I, Line 16, Other Expenses

School Improvement Programs 7,808

Form 990-EZ, Part I, Line 16, Other Expenses

Family Program 1,263

Form 990-EZ, Part I, Line 16, Other Expenses

PTA Administrative Expenses 1,730

Raw XML Appendix192 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.

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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Corres. Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Parliamentarian
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Membership
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IRS990EZ/OperateHospitalInd0false
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Family Event Programs Grants and allocations 0, Program service expenses 1,263
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Fundraising 462
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Student Educational Program 13,970
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Staff Programs 1,077
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990-EZ, Part I, Line 16, Other Expenses
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Andrea Lawrence
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum09492345339
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-09-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MARBLEHEAD ELEMENTARY SCHOOL PTA CALIFORNIA CONGRESS
ReturnHeader/Filer/BusinessNameControlTxt0MARB
ReturnHeader/Filer/EIN0330971011
ReturnHeader/Filer/PhoneNum09492345339
ReturnHeader/Filer/USAddress/AddressLine1Txt02410 VIA TURQUEZA
ReturnHeader/Filer/USAddress/CityNm0SAN CLEMENTE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092673
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ReturnHeader/FilingSecurityInformation/IPDt02020-09-28
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm019:13:26
ReturnHeader/PreparerPersonGrp/PhoneNum09492909333
ReturnHeader/PreparerPersonGrp/PreparationDt02020-09-28
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Elizabeth A Weber CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02020-09-28T05:07:03-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

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