Civic Intelligence

John Muir Fundamental School Parent Teacher Association

EIN 56-7788569 • 501(c)3 • Santa Ana, CA

Profile

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 communications.

1951 Mabury StSanta Ana, CA 92705

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

60th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

62nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

20th percentile

-26%

Higher net margin than 20% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2020

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2020

Balance Sheet
Liabilities / Assets60th percentile

Assets

Up

$28,531

Up $16,753 (+142%) from 2016

Liabilities

Flat

$0

Flat from 2016

Net Assets

Up

$28,531

Up $16,753 (+142%) from 2016

Operations
Liabilities / Revenue62nd percentileNet Margin20th percentile

Revenue

Up

$106,345

Up $22,035 (+26%) from 2016

Expenses

Up

$134,259

Up $55,991 (+72%) from 2016

Net Income

Down

-$27,914

Down $33,956 (-562%) from 2016

Trend Graphs

Balance Sheet Trend

Asset GrowthScore unavailable

Grouped bars show assets, liabilities, and net assets across loaded filings.

$30K$20K$10K$0Assets 2012: $15,529Liabilities 2012: $0Net Assets 2012: $15,5292012Assets 2013: $5,558Liabilities 2013: $0Net Assets 2013: $5,5582013Assets 2014: $3,182Liabilities 2014: $0Net Assets 2014: $3,1822014Assets 2015: $5,736Liabilities 2015: $0Net Assets 2015: $5,7362015Assets 2016: $11,778Liabilities 2016: $0Net Assets 2016: $11,7782016Assets 2020: $28,531Liabilities 2020: $0Net Assets 2020: $28,5312020

Highlighted filing

2020

Assets$28,531
Liabilities$0
Net Assets$28,531
Open 2020 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income by year, with the latest filing highlighted.

$150K$100K$50K$0-$50KRevenue 2012: $85,580Expenses 2012: $82,516Net Income 2012: $3,0642012Revenue 2013: $133,029Expenses 2013: $143,000Net Income 2013: -$9,9712013Revenue 2014: $131,704Expenses 2014: $134,080Net Income 2014: -$2,3762014Revenue 2015: $98,519Expenses 2015: $96,135Net Income 2015: $2,3842015Revenue 2016: $84,310Expenses 2016: $78,268Net Income 2016: $6,0422016Revenue 2020: $106,345Expenses 2020: $134,259Net Income 2020: -$27,9142020

Highlighted filing

2020

Revenue$106,345
Expenses$134,259
Net Income-$27,914
Open 2020 Filing

Filings

Most recent year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$28,531
Liabilities
$0
Net assets
$28,531
Revenue
$106,345
Expenses
$134,259
Net income
-$27,914
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2020Detailed filing. Detailed filing data is available for this year.$0.29$0.00$0.29$1.06$1.34$0.28
2016Detailed filing. Detailed filing data is available for this year.$0.12$0.00$0.12$0.84$0.78$0.06
2015Detailed filing. Detailed filing data is available for this year.$0.06$0.00$0.06$0.99$0.96$0.02
2014Summary only. Only limited summary data is available for this year.$0.03$0.00$0.03$1.32$1.34$0.02
2013Summary only. Only limited summary data is available for this year.$0.06$0.00$0.06$1.33$1.43$0.10
2012Summary only. Only limited summary data is available for this year.$0.16$0.00$0.16$0.86$0.83$0.03
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
May 10, 2021
Return Version
2019v5.2
Gross Receipts
$106,345
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 communications.

Program Services

DescriptionGrantsExpenses
The PTA's field trips allow the students to expand thier knowledge beyond the school gates, investigate other organizational activities, gain new skill sets by visiting others and integrate these new skills into their educational activities.$0$62,070
The PTA's annual bookfair was conducted. The Book Fair inspires the students to add to their education an additional reading component to further promote reading skills such as focus and comprehension. Through reading the children develop creativity that they can bring to their other subjects.$0$29,505
Special item sales of shirts, pens, pencils, community discount cards and food projects such as snackbars, allow the students to develop entrepreneurial skills themselves while working in a spirit of cooperation with other student, teachers and parents.$0$22,290
The annual carnival encourages the students, parents and teachers to participate in creative and fun activities while at the same time inviting the community to participate and support the students, parents and teachers.$0$20,394
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Naye MoralesExecutive Vice President,-$0--
Cesar IberriNicole RyanTreasurerPT$0--
Betty PazSecretary-$0--
Jocelyn LadesmaWays & Means-$0--
Kirsta CastellanosPresident-$0--
Filing and Contact Details

Filer

Filer Name
John Muir Fundamental School Parent
EIN
56-7788569
Phone
7149726700
Address
1951 Mabury St, Santa Ana, CA 92705

Signing Officer

Name
Nicole Ryan
Title
Treasurer
Phone
7149726700
Signed
2021-05-10
Discuss with paid preparer
Yes

Preparer

Firm
Fleming & Co CPAs
Address
23665 Birtcher Drive, Lake Forest, CA 92630
Preparer
Margaret R Fleming CPAMST
Phone
9495868002
Supplemental Narrative

Additional Explanations

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

“Description: Bank Fees & NSF. Amount: 84. Description: Hospitality & Appreciation. Amount: 524. Description: PFO Insurance. Amount: 624. Description: PTA Operating Supplies. Amount: 663. Description: Filing Fees. Amount: 25. Description: Programs. Amount: 10,566. Description: Fundraising Events. Amount: 37,764. Description: Book Fair. Amount: 15,211. Description: Field Trips. Amount: 32,000. Description: ART (Fibo). Amount: 10,514. Description: Spirit Wear/Snack Bar. Amount: 11,491. Description: Covid Paybacks. Amount: 12,974. Total to Form 990-EZ, line 16: 132,440.”

Raw XML Appendix164 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/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0John Muir Fundamental Elementary Sc
IRS990EZ/BooksInCareOfDetail/PhoneNum07149726700
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01951 N Mabury
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Santa Ana
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092705
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt056445
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt028531
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt083572
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-27914
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01790
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt056445
IRS990EZ/Form990TotalAssetsGrp/EOYAmt028531
IRS990EZ/GrossReceiptsAmt0106345
IRS990EZ/GroupExemptionNum00646
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt04460
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt056445
IRS990EZ/NetAssetsOrFundBalancesEOYAmt028531
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt056445
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt028531
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt04.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt18.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt44.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Naye Morales
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Cesar IberriNicole Ryan
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Betty Paz
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Jocelyn Ladesma
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Kirsta Castellanos
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Executive Vice President,
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Ways & Means
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4President
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt0132440
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0The 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 communications.
IRS990EZ/PrintingPublicationsPostageAmt029
IRS990EZ/ProgramServiceRevenueAmt018313
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0The PTA's annual bookfair was conducted. The Book Fair inspires the students to add to their education an additional reading component to further promote reading skills such as focus and comprehension. Through reading the children develop creativity that they can bring to their other subjects.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1The PTA's field trips allow the students to expand thier knowledge beyond the school gates, investigate other organizational activities, gain new skill sets by visiting others and integrate these new skills into their educational activities.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2The annual carnival encourages the students, parents and teachers to participate in creative and fun activities while at the same time inviting the community to participate and support the students, parents and teachers.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3Special item sales of shirts, pens, pencils, community discount cards and food projects such as snackbars, allow the students to develop entrepreneurial skills themselves while working in a spirit of cooperation with other student, teachers and parents.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt20
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt30
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt029505
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt162070
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt220394
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt322290
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt0134259
IRS990EZ/TotalProgramServiceExpensesAmt0134259
IRS990EZ/TotalRevenueAmt0106345
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt085296
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0119590
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt083576
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt067160
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt042362
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0397984
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt018836
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt06783
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt027752
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt036605
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt041948
IRS990ScheduleA/OtherIncome170Grp/TotalAmt0131924
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.75100
IRS990ScheduleA/PublicSupportPY170Pct00.69530
IRS990ScheduleA/PublicSupportTotal170Amt0397984
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt085296
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0119590
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt083576
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt067160
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt042362
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0397984
IRS990ScheduleA/TotalSupportAmt0529908
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description: Bank Fees & NSF. Amount: 84. Description: Hospitality & Appreciation. Amount: 524. Description: PFO Insurance. Amount: 624. Description: PTA Operating Supplies. Amount: 663. Description: Filing Fees. Amount: 25. Description: Programs. Amount: 10,566. Description: Fundraising Events. Amount: 37,764. Description: Book Fair. Amount: 15,211. Description: Field Trips. Amount: 32,000. Description: ART (Fibo). Amount: 10,514. Description: Spirit Wear/Snack Bar. Amount: 11,491. Description: Covid Paybacks. Amount: 12,974. Total to Form 990-EZ, line 16: 132,440.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 16 - Other Expenses
TransferPrsnlBnftContractsDecl/DeclarationDesc0The organization did not, during the year, receive any funds, directly,or indirectly, to pay premiums on a personal benefit contract.The organization, did not, during the year, pay any premiums, directly,or indirectly, on a personal benefit contract.
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Nicole Ryan
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum07149726700
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-05-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0John Muir Fundamental School Parent
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0Teacher Association
ReturnHeader/Filer/BusinessNameControlTxt0JOHN
ReturnHeader/Filer/EIN0567788569
ReturnHeader/Filer/PhoneNum07149726700
ReturnHeader/Filer/USAddress/AddressLine1Txt01951 Mabury St
ReturnHeader/Filer/USAddress/CityNm0Santa Ana
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092705
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0330649501
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Fleming & Co CPAs
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt023665 Birtcher Drive
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Lake Forest
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092630
ReturnHeader/PreparerPersonGrp/PhoneNum09495868002
ReturnHeader/PreparerPersonGrp/PreparationDt02021-05-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Margaret R Fleming CPAMST
ReturnHeader/ReturnTs02021-05-12T16:05:34-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.