Civic Intelligence

Marblehead Elementary School PTA California Congress

990EZ • Fiscal year 2021 • EIN 33-0971011

Jul 01, 2020 to Jun 30, 2021 • Filed on Sep 30, 2021

Organization ProfileN/A
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 2021

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2021

Net Margin

83rd percentile

44%

Higher net margin than 83% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

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.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

59th percentile

13%

Faster asset growth than 59% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

15th percentile

-56%

Faster revenue growth than 15% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$44,639

Up $4,992 (+13%) from 2020

Net Assets

Up

$44,639

Up $4,992 (+13%) from 2020

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin83rd percentile

Revenue

Down

$11,459

Down $14,598 (-56%) from 2020

Expenses

Down

$6,467

Down $20,243 (-76%) from 2020

Net Income

Up

$4,992

Up $5,645 (+864%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth59th percentile

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

2021

Assets$44,639
Liabilities-
Net Assets$44,639
Open 2021 Filing

Operations Trend

Revenue Growth15th percentile

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

2021

Revenue$11,459
Expenses$6,467
Net Income$4,992
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Sep 30, 2021
Return Version
2020v4.1
Gross Receipts
$11,459
Mission and Program Overview

Mission

Advocacy, information, funding educational enrichment

Program Services

DescriptionGrantsExpenses
Student Educational Enrichment Programs-$3,305
Teacher and Staff Programs-$1,700
School Improvement Programs-$516
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Trina GetzPresidentPT$0--
Kira OlanderVice PresidentPT$0--
Andrea LawrenceTreasurerPT$0--
Courtney DiffnerSecretaryPT$0--
Georgia SarantopoulasMembershipPT$0--
Amber PostenAuditor-$0--
Brittany EastwoodHospitalityPT$0--
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
2021-09-30
Discuss with paid preparer
Yes

Preparer

Preparer
Elizabeth A Weber CPA
Phone
9492909333
Supplemental Narrative

Additional Explanations

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

“Supplies 181”

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

“Student Educational Program 3,305”

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

“Staff Programs 1,700”

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

“School Improvement Programs 516”

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

“PTA Administrative Expenses 355”

Raw XML Appendix160 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/CityNm0San Clemente
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092673
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt039647
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IRS990EZ/GroupExemptionNum00646
IRS990EZ/InfoInScheduleOPartIInd0X
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IRS990EZ/MembershipDuesAmt01879
IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0015.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Trina Getz
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Kira Olander
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Andrea Lawrence
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Courtney Diffner
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Georgia Sarantopoulas
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Amber Posten
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Brittany Eastwood
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Membership
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Auditor
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Hospitality
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt06057
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Advocacy, information, funding educational enrichment
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Student Educational Enrichment Programs
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Teacher and Staff Programs
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2School Improvement Programs
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt03305
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt11700
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt2516
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TotalExpensesAmt06467
IRS990EZ/TotalProgramServiceExpensesAmt05521
IRS990EZ/TotalRevenueAmt011459
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt010264
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt016381
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt029775
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt056420
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt01195
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt016699
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt066878
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt084772
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.00000
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt0141192
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt011459
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt033080
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt096653
IRS990ScheduleA/Total509Grp/TotalAmt0141192
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt011459
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt033080
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt096653
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0141192
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Supplies 181
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Student Educational Program 3,305
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Staff Programs 1,700
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3School Improvement Programs 516
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4PTA Administrative Expenses 355
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990-EZ, Part I, Line 16, Other Expenses
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Andrea Lawrence
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum09492345339
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-09-30
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
ReturnHeader/PreparerPersonGrp/PhoneNum09492909333
ReturnHeader/PreparerPersonGrp/PreparationDt02021-09-30
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Elizabeth A Weber CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02021-09-30T10:31:03-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Andrea
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Lawrence
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$44,639
Liabilities
-
Net assets
$44,639
Revenue
$11,459
Expenses
$6,467
Net income
$4,992
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$65.1$65.1$40.8$34.6$6.23
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$58.9$58.9$38.2$61.4$23.2
2023Detailed filing. Detailed filing data is available for this year.$82.0$82.0$40.1$35.0$5.09
2022Detailed filing. Detailed filing data is available for this year.$76.9$76.9$42.7$10.4$32.3
2021Detailed filing. Detailed filing data is available for this year.$44.6$44.6$11.5$6.47$4.99
2020Detailed filing. Detailed filing data is available for this year.$39.6$39.6$26.1$26.7$0.65
2019Detailed filing. Detailed filing data is available for this year.$40.3$40.3$63.6$33.8$29.8
2015Detailed filing. Detailed filing data is available for this year.$25.5$25.5$26.3$17.2$9.06
2014Detailed filing. Detailed filing data is available for this year.$16.3$16.3$27.7$24.0$3.70
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$12.6$12.6$30.9$31.7$0.80
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$13.4$13.4$40.7$55.4$14.8
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$28.2$28.2$40.6$30.1$10.5