Civic Intelligence

Marblehead Elementary School PTA California Congress

990EZ • Fiscal year 2024 • EIN 33-0971011

Jul 01, 2023 to Jun 30, 2024 • Filed on Aug 06, 2024

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 2024

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2024

Net Margin

8th percentile

-61%

Higher net margin than 8% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

19th percentile

-28%

Faster asset growth than 19% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

40th percentile

-4.6%

Faster revenue growth than 40% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Assets

Down

$58,885

Down $23,148 (-28%) from 2023

Net Assets

Down

$58,885

Down $23,148 (-28%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$38,199

Down $1,857 (-4.6%) from 2023

Expenses

Up

$61,354

Up $26,392 (+75%) from 2023

Net Income

Down

-$23,155

Down $28,249 (-555%) from 2023

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

2024

Assets$58,885
Liabilities-
Net Assets$58,885

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

2024

Revenue$38,199
Expenses$61,354
Net Income-$23,155
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Aug 6, 2024
Return Version
2023v5.1
Gross Receipts
$55,487
Mission and Program Overview

Mission

Advocacy, information, funding educational enrichment

Program Services

DescriptionGrantsExpenses
Student Educational Enrichment Programs-$29,219
School Improvement Programs-$11,189
Teacher and Staff Programs-$6,961
Parent and Family Programs-$4,611
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Candace BorenCo-PresidentPT$0--
Lindsay LeveySecretaryPT$0--
Andrea LawrenceTreasurerPT$0--
Lara OldhamMembership/Reflections-$0--
Tiffany MaturaniParliamentarian-$0--
Andrea ManningFinancial Secy/Spec. Ed.-$0--
Alex DarlingCommunications-$0--
Monique BrownHistorian-$0--
Thomas OldhamFinancial Reviewer-$0--
Stephanie DugasBilingual Rep.-$0--
Wendy AllenReflections-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Jogathon$20,193$20,193$3,166$17,027
Book Fair$5,373$5,373$5,313$60
Total Events$31,085$31,085$15,315$15,770
Filing and Contact Details

Filer

Filer Name
Marblehead Elementary School Pta California Congress
EIN
33-0971011
In Care Of
% Andrea Lawrence
Phone
9492345339
Address
2410 VIA TURQUEZA, SAN CLEMENTE, CA 92673

Signing Officer

Name
Andrea Lawrence
Title
Treasurer
Phone
9492345339
Signed
2024-08-06
Discuss with paid preparer
Yes

Preparer

Preparer
Elizabeth A Weber CPA
Phone
9492909333
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part III, Line 31

Parent and Family Programs Grants and allocations 0, Program service expenses 4,611

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

Fundraising 685

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

Conferences, conventions, and meetings 1,250

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

Student Educational Program 29,219

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

Staff Programs 6,961

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

School Improvement and Educational Programs 11,189

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

Parent Family Programs 4,611

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

Membership Drive Expenses 662

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

Volunteers Expenses 386

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

PTA Administrative Expenses 3,441

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

Subtraction of Non-Cash Contributions from Part I, Line 1 2,500

Form 990-EZ, Part I, Line 20, Net Assets

Rounding 7

Form 990-EZ, Part V, Line 34

The following changes to the Organization bylaws were approved on April 26, 2024 Article IV - member dues were increased to 25 and dues torwards national, district and council dues were increased to their current levels. Standing Rules - amended for association and general meetings of the organization to be held on the first Friday of each month except for May, June, July and August when no meetings will be held. Article V - amended to remove the board position of first Vice President and to indicate that the annual board officers election will be held in March and that the newly elected officers shall assume their duties on June 1 of each year. Article VI - Removed positin of First Vice President. Article VII - indicated election of board officers to occur each year in March and to change the meeting quorum from 14 to 12 and to add video conferencing as a meeting option.

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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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Parent and Family Programs Grants and allocations 0, Program service expenses 4,611
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Student Educational Program 29,219
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Staff Programs 6,961
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5School Improvement and Educational Programs 11,189
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Parent Family Programs 4,611
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Membership Drive Expenses 662
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Volunteers Expenses 386
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9PTA Administrative Expenses 3,441
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Subtraction of Non-Cash Contributions from Part I, Line 1 2,500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Rounding 7
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12The following changes to the Organization bylaws were approved on April 26, 2024 Article IV - member dues were increased to 25 and dues torwards national, district and council dues were increased to their current levels. Standing Rules - amended for association and general meetings of the organization to be held on the first Friday of each month except for May, June, July and August when no meetings will be held. Article V - amended to remove the board position of first Vice President and to indicate that the annual board officers election will be held in March and that the newly elected officers shall assume their duties on June 1 of each year. Article VI - Removed positin of First Vice President. Article VII - indicated election of board officers to occur each year in March and to change the meeting quorum from 14 to 12 and to add video conferencing as a meeting option.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part III, Line 31
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
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Form 990-EZ, Part I, Line 20, Net Assets
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Form 990-EZ, Part V, Line 34
ReturnHeader/BuildTS02024-08-08 14:25:15Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Andrea Lawrence
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum09492345339
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-08-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MARBLEHEAD ELEMENTARY SCHOOL PTA CALIFORNIA CONGRESS
ReturnHeader/Filer/BusinessNameControlTxt0MARB
ReturnHeader/Filer/EIN0330971011
ReturnHeader/Filer/InCareOfNm0% Andrea Lawrence
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/PreparationDt02024-08-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Elizabeth A Weber CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02024-08-06T10:13:41-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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