Civic Intelligence

PTA Newport Coast Elementary

990EZ • Fiscal year 2022 • EIN 52-2217969

Jul 01, 2021 to Jun 30, 2022 • Filed on Nov 04, 2022

6655 Ridge Park RoadNewport Coast, CA 92657

(949) 515-6975

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 2022

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2022

Net Margin

31st percentile

-5.4%

Higher net margin than 31% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

38th percentile

-5.1%

Faster asset growth than 38% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

84th percentile

100%

Faster revenue growth than 84% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Assets

Down

$94,697

Down $5,051 (-5.1%) from 2021

Net Assets

Down

$94,697

Down $5,051 (-5.1%) from 2021

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$93,259

Up $46,673 (+100%) from 2021

Expenses

Up

$98,310

Up $47,839 (+95%) from 2021

Net Income

Down

-$5,051

Down $1,166 (-30%) from 2021

Historical Trend

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2012: $55,483Liabilities 2012: $0Net Assets 2012: $55,4832012Assets 2013: $55,328Liabilities 2013: $0Net Assets 2013: $55,3282013Assets 2014: $56,012Liabilities 2014: $0Net Assets 2014: $56,0122014Assets 2015: $78,229Liabilities 2015: $0Net Assets 2015: $78,2292015Assets 2016: $62,810Liabilities 2016: $0Net Assets 2016: $62,8102016Assets 2017: $76,137Liabilities 2017: $0Net Assets 2017: $76,1372017Assets 2018: $84,170Liabilities 2018: $0Net Assets 2018: $84,1702018Assets 2019: $96,329Net Assets 2019: $96,3292019Assets 2020: $103,633Net Assets 2020: $103,6332020Assets 2021: $99,748Net Assets 2021: $99,7482021Assets 2022: $94,697Net Assets 2022: $94,6972022Assets 2023: $83,673Net Assets 2023: $83,6732023Assets 2024: $65,146Net Assets 2024: $65,1462024Assets 2025: $78,292Net Assets 2025: $78,2922025

Highlighted filing

2022

Assets$94,697
Liabilities-
Net Assets$94,697

Operations Trend

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

$200K$100K$0-$100KRevenue 2012: $172,553Expenses 2012: $182,900Net Income 2012: -$10,3472012Revenue 2013: $171,812Expenses 2013: $171,967Net Income 2013: -$1552013Revenue 2014: $165,066Expenses 2014: $164,382Net Income 2014: $6842014Revenue 2015: $174,762Expenses 2015: $152,545Net Income 2015: $22,2172015Revenue 2016: $143,456Expenses 2016: $158,875Net Income 2016: -$15,4192016Revenue 2017: $163,116Expenses 2017: $149,789Net Income 2017: $13,3272017Revenue 2018: $145,090Expenses 2018: $137,057Net Income 2018: $8,0332018Revenue 2019: $142,512Expenses 2019: $130,353Net Income 2019: $12,1592019Revenue 2020: $123,358Expenses 2020: $116,054Net Income 2020: $7,3042020Revenue 2021: $46,586Expenses 2021: $50,471Net Income 2021: -$3,8852021Revenue 2022: $93,259Expenses 2022: $98,310Net Income 2022: -$5,0512022Revenue 2023: $119,046Expenses 2023: $130,070Net Income 2023: -$11,0242023Revenue 2024: $122,451Expenses 2024: $140,978Net Income 2024: -$18,5272024Revenue 2025: $164,100Expenses 2025: $150,954Net Income 2025: $13,1462025

Highlighted filing

2022

Revenue$93,259
Expenses$98,310
Net Income-$5,051
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Nov 4, 2022
Return Version
2021v4.0
Gross Receipts
$103,580
Mission and Program Overview

Mission

The mission of the California State PTA is to positively impact the lives of all children and families by representing our members and empowering and supporting them with skills in advocacy, leadership and communication.

Program Services

DescriptionGrantsExpenses
Facilitate opportunities to enhance the school, family and community experience through an academic evening at school, a school play, spirit merchandise, yearbooks and other family events.-$42,143
Provide additional funds for aids, specialists and front office support, classroom and teacher supplies, reading and math program, scholarships and other programs.-$38,285
Support programs for expanded educational opportunities including assemblies, character education, Pacific Symphony event and an Art Masters program.-$13,161
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Iliana TsaiPresidentPT$0--
Sara ZakerExec Vice Pres.PT$0--
Mori NasriSecretaryPT$0--
Maggie QiuFinancial SecyPT$0--
Nichole MorinTreasurerPT$0--
Sarine NigolianVP Ways & MeansPT$0--
Janice DadaVP HospitalityPT$0--
Rita LeeVP Health/SafetPT$0--
Seta BalabanianVP Room Par. CoPT$0--
Aylin DokerVP CommunicatioPT$0--
Kelly Cook-HermannVP CharacterPT$0--
Amy RosnickVP Prog/Spec EvPT$0--
Dafne GiaconiAuditorPT$0--
Sara WhartonHistorianPT$0--
Stephanie WalshParliamentarianPT$0--
Kate GamewellPast PresidentPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Jog/Virtual-a-thon$59,315$59,315$10,321$48,994
Total Events$59,315$59,315$10,321$48,994
Filing and Contact Details

Filer

Filer Name
PTA Newport Coast Elementary
EIN
52-2217969
Phone
9495156975
Address
6655 Ridge Park Road, Newport Coast, CA 92657

Signing Officer

Name
Iliana Tsai
Title
President
Signed
2022-11-04
Discuss with paid preparer
Yes

Preparer

Firm
Lisa L Coryell CPA
Address
3770 Black Pine, Yorba Linda, CA 92886
Preparer
Lisa L Coryell CPA
Phone
7147450100
Supplemental Narrative

Additional Explanations

Other Expenses.1

Sixth Grace Play $28050

Other Expenses.2

Teacher/Class Supplies $17570

Other Expenses.3

Character Education $7259

Other Expenses.4

Ren Sub-Accel, Reading, Math $6235

Other Expenses.5

Academic Evening at School $6138

Other Expenses.6

Workroom supply $4905

Other Expenses.7

Other school programs $3436

Other Expenses.8

Orchestra $3417

Other Expenses.9

PTA Admin exp $3270

Other Expenses.10

Art Masters $3196

Other Expenses.11

Student council $2509

Other Expenses.12

School Gifts $2500

Other Expenses.13

Assemblies $1844

Other Expenses.14

Staff Appreciation $1098

Other Expenses.15

Accounting & Tax prep fees $1093

Other Expenses.16

Specialists $989

Other Expenses.17

Sixth Grade T-Shirts $949

Other Expenses.18

Other Program Service Exp $880

Other Expenses.19

Classroom Film Licensing $552

Other Expenses.20

Field Trips $462

Other Expenses.21

Class Act - Pacific Symphony $400

Other Expenses.22

Insurance $358

Other Expenses.23

Spiritwear $200

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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/ExplanationTxt0Sixth Grace Play $28050
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Teacher/Class Supplies $17570
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Character Education $7259
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Ren Sub-Accel, Reading, Math $6235
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Academic Evening at School $6138
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Orchestra $3417
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8PTA Admin exp $3270
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11School Gifts $2500
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA Newport Coast Elementary
ReturnHeader/Filer/BusinessNameControlTxt0PTAN
ReturnHeader/Filer/EIN0522217969
ReturnHeader/Filer/PhoneNum09495156975
ReturnHeader/Filer/USAddress/AddressLine1Txt06655 Ridge Park Road
ReturnHeader/Filer/USAddress/CityNm0Newport Coast
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092657
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0844521491
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Lisa L Coryell CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03770 Black Pine
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Yorba Linda
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092886
ReturnHeader/PreparerPersonGrp/PhoneNum07147450100
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Lisa L Coryell CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02022-11-04T16:31:34-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Iliana
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Tsai
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.78$0.78$1.64$1.51$0.13
2024Detailed filing. Detailed filing data is available for this year.$0.65$0.65$1.22$1.41$0.19
2023Detailed filing. Detailed filing data is available for this year.$0.84$0.84$1.19$1.30$0.11
2022Detailed filing. Detailed filing data is available for this year.$0.95$0.95$0.93$0.98$0.05
2021Detailed filing. Detailed filing data is available for this year.$1.00$1.00$0.47$0.50$0.04
2020Detailed filing. Detailed filing data is available for this year.$1.04$1.04$1.23$1.16$0.07
2019Detailed filing. Detailed filing data is available for this year.$0.96$0.96$1.43$1.30$0.12
2018Detailed filing. Detailed filing data is available for this year.$0.84$0.00$0.84$1.45$1.37$0.08
2017Detailed filing. Detailed filing data is available for this year.$0.76$0.00$0.76$1.63$1.50$0.13
2016Detailed filing. Detailed filing data is available for this year.$0.63$0.00$0.63$1.43$1.59$0.15
2015Detailed filing. Detailed filing data is available for this year.$0.78$0.00$0.78$1.75$1.53$0.22
2014Summary only. Only limited summary data is available for this year.$0.56$0.00$0.56$1.65$1.64$0.01
2013Summary only. Only limited summary data is available for this year.$0.55$0.00$0.55$1.72$1.72$0.00
2012Summary only. Only limited summary data is available for this year.$0.55$0.00$0.55$1.73$1.83$0.10