Civic Intelligence

Morello Park Elementary PTA

990EZ • Fiscal year 2020 • EIN 68-0277437

Jul 01, 2019 to Jun 30, 2020 • Filed on Nov 10, 2020

PO Box 2041Martinez, CA 94553

(925) 372-8002

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

52nd percentile

0.00x

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

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

Liabilities / Revenue

53rd percentile

0.00x

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

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

Net Margin

14th percentile

-41%

Higher net margin than 14% of similar nonprofits.

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

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2020

Asset Growth

11th percentile

-37%

Faster asset growth than 11% of similar nonprofits.

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

Revenue Growth

29th percentile

-39%

Faster revenue growth than 29% of similar nonprofits.

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

Assets

Down

$34,462

Down $20,560 (-37%) from 2019

Net Assets

Down

$34,462

Down $20,560 (-37%) from 2019

Liabilities

$0

No earlier filing loaded for comparison.

Revenue

Down

$50,835

Down $32,362 (-39%) from 2019

Expenses

Down

$71,450

Down $8,191 (-10%) from 2019

Net Income

Down

-$20,615

Down $24,171 (-680%) from 2019

Historical Trend

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2011: $43,068Net Assets 2011: $43,0682011Assets 2012: $71,557Net Assets 2012: $71,5572012Assets 2013: $43,157Net Assets 2013: $43,1572013Assets 2014: $64,272Net Assets 2014: $64,2722014Assets 2015: $72,953Net Assets 2015: $72,9532015Assets 2016: $66,266Liabilities 2016: $02016Assets 2017: $59,631Liabilities 2017: $02017Assets 2018: $51,466Net Assets 2018: $51,4662018Assets 2019: $55,022Net Assets 2019: $55,0222019Assets 2020: $34,462Liabilities 2020: $0Net Assets 2020: $34,4622020Assets 2021: $30,829Liabilities 2021: $0Net Assets 2021: $30,8292021Assets 2022: $87,714Liabilities 2022: $0Net Assets 2022: $87,7142022Assets 2023: $95,438Liabilities 2023: $0Net Assets 2023: $95,4382023Assets 2024: $101,383Liabilities 2024: $0Net Assets 2024: $101,3832024Assets 2025: $80,871Liabilities 2025: $0Net Assets 2025: $80,8712025

Highlighted filing

2020

Assets$34,462
Liabilities$0
Net Assets$34,462

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2011: $71,360Expenses 2011: $106,567Net Income 2011: -$35,2072011Revenue 2012: $103,008Expenses 2012: $74,519Net Income 2012: $28,4892012Revenue 2013: $81,727Expenses 2013: $106,471Net Income 2013: -$24,7442013Revenue 2014: $88,218Expenses 2014: $70,759Net Income 2014: $17,4592014Revenue 2015: $81,929Expenses 2015: $73,248Net Income 2015: $8,6812015Revenue 2016: $56,600Expenses 2016: $63,287Net Income 2016: -$6,6872016Revenue 2017: $80,919Expenses 2017: $87,554Net Income 2017: -$6,6352017Revenue 2018: $68,306Expenses 2018: $76,471Net Income 2018: -$8,1652018Revenue 2019: $83,197Expenses 2019: $79,641Net Income 2019: $3,5562019Revenue 2020: $50,835Expenses 2020: $71,450Net Income 2020: -$20,6152020Revenue 2021: $29,644Expenses 2021: $33,277Net Income 2021: -$3,6332021Revenue 2022: $93,638Expenses 2022: $36,753Net Income 2022: $56,8852022Revenue 2023: $97,758Expenses 2023: $90,034Net Income 2023: $7,7242023Revenue 2024: $98,806Expenses 2024: $92,861Net Income 2024: $5,9452024Revenue 2025: $94,775Expenses 2025: $115,287Net Income 2025: -$20,5122025

Highlighted filing

2020

Revenue$50,835
Expenses$71,450
Net Income-$20,615
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Nov 10, 2020
Return Version
2019v5.1
Gross Receipts
$73,804
Mission and Program Overview

Mission

See additional information statement

To promote the welfare of children and youth by creating, developing and implementing a safe, positive educational experience.

Program Services

DescriptionGrantsExpenses
GRANT PROGRAM TO PROVIDE CLASSROOM SUPPLIES, LIBRARY AND TECHNOLOGY ASSISTANCE, INTERVENTION SPECIALIST, PARA EDUCATOR, EQUIPMENT, COMPUTER HARDWARE AND SOFTWARE FOR THE BENEFIT OF OVER 500 STUDENTS.$0$57,489
READING SPECIALISTS AND VARIOUS READING PROGRAMS, SUCH AS THE READING INTERVENTION PROGRAM, THE ACCELERATED READER PROGRAM AND THE EAGLE READING PROGRAM TO ENCOURAGE ALL STUDENTS TO BE ACTIVE READERS, FOR BOTH ACADEMICS AS WELL AS PLEASURE.$0$5,979
PROVIDE CREATIVE,COMPETITIVE AND SOCIAL ORIENTED ACTIVITES FOR THE PROMOTION OF SCHOOL SPIRIT, MORALE AND PERSONAL DEVELOPMENT INCLUDING SPIRIT WEAR AND ALLOCATIONS OF FUNDS FOR STUDENT BODY INITIATED ACTIVITIES$0$4,273
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
TODD NAVARROPresidentPT$0--
AMI NICHOLSPrincipalPT$0--
SARAH METZParliamentarian-$0--
WENDY DIAZ3rd VP Academic Programs-$0--
ERIN ANDERSON4th VP Membership-$0--
KRISTIN FROST5th VP Family Services-$0--
MELISSA AIELLOAuditor-$0--
BECCA AHSINGTreasurer-$0--
KIM DOBRZENSKYSecretary-$0--
KELLY GILBERT1st VP Ways And Means-$0--
LISA WILLIS2nd VP Site Programs-$0--
ANNA MILESHistorian-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Eagles for Excellence$33,792$33,792$5,520$28,272
Jog-a-thon$16,040$16,040$965$15,075
Total Events$49,832$49,832$9,485$40,347
Filing and Contact Details

Filer

Filer Name
Morello Park Elementary Pta
EIN
68-0277437
Phone
9253728002
Address
PO BOX 2041, MARTINEZ, CA 94553

Signing Officer

Name
Kendra Cooper
Title
Treasurer
Phone
9253169118
Signed
2020-11-10

Preparer

Firm
Ruhe CPA
Address
348 WESTAIRE BLVD, MARTINEZ, CA 94553
Preparer
Rachel Ruhe
Phone
5106814860
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

Description: interest income. Amount: 10.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: scholarship. Grantee name: martinez council ptas. Grantee address: c/o janet siebenrock martinez, ca 94553. Grantee relationship: none. Property description: cash. Method used to determine book value: cash. Method used to determine fmv: cash. Book value of property: 2,000. Date of gift: 12/31/19. Amount given: 2,000.

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

Description: assemblies. Amount: 1,992. Description: eagle reading program. Amount: 2,892. Description: fame. Amount: 172. Description: harvest of the month. Amount: 121. Description: in school drama program. Amount: 2,700. Description: technology funds. Amount: 23,511. Description: scholastic news. Amount: 3,087. Description: student body funds. Amount: 4,610. Description: student supplies. Amount: 391. Description: teacher reimbursements. Amount: 12,456. Description: 5th grade educational fieldtrip. Amount: 1,210. Description: bookfair. Amount: 3,571. Description: stem fair. Amount: 702. Description: check in day. Amount: 200. Description: insurance. Amount: 232. Description: checks/deposit slips printed. Amount: 190. Description: tax preparation. Amount: 540. Description: office depot school supplies. Amount: 7,000. Description: homecoming parade. Amount: 157. Description: playground equipment. Amount: 2,179. Description: bank charges. Amount: 25. Description: helium tank. Amount: 390. Description: post office box rental. Amount: 122. Description: software. Amount: 1,000. Total to form 990-ez, line 16: 69,450.

Raw XML Appendix234 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/OfficerDirectorTrusteeEmplGrp/PersonNm0TODD NAVARRO
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRINCIPAL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2PARLIAMENTARIAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt33RD VP ACADEMIC PROGRAMS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt44TH VP MEMBERSHIP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt55TH VP FAMILY SERVICES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6AUDITOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt91ST VP WAYS AND MEANS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt102ND VP SITE PROGRAMS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11HISTORIAN
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IRS990EZ/PrimaryExemptPurposeTxt0TO PROMOTE THE WELFARE OF CHILDREN AND YOUTH BY CREATING, DEVELOPING AND IMPLEMENTING A SAFE, POSITIVE EDUCATIONAL EXPERIENCE.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0GRANT PROGRAM TO PROVIDE CLASSROOM SUPPLIES, LIBRARY AND TECHNOLOGY ASSISTANCE, INTERVENTION SPECIALIST, PARA EDUCATOR, EQUIPMENT, COMPUTER HARDWARE AND SOFTWARE FOR THE BENEFIT OF OVER 500 STUDENTS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1PROVIDE CREATIVE,COMPETITIVE AND SOCIAL ORIENTED ACTIVITES FOR THE PROMOTION OF SCHOOL SPIRIT, MORALE AND PERSONAL DEVELOPMENT INCLUDING SPIRIT WEAR AND ALLOCATIONS OF FUNDS FOR STUDENT BODY INITIATED ACTIVITIES
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2READING SPECIALISTS AND VARIOUS READING PROGRAMS, SUCH AS THE READING INTERVENTION PROGRAM, THE ACCELERATED READER PROGRAM AND THE EAGLE READING PROGRAM TO ENCOURAGE ALL STUDENTS TO BE ACTIVE READERS, FOR BOTH ACADEMICS AS WELL AS PLEASURE.
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IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt20
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST INCOME. AMOUNT: 10.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACTIVITY CLASSIFICATION: SCHOLARSHIP. GRANTEE NAME: MARTINEZ COUNCIL PTAS. GRANTEE ADDRESS: C/O JANET SIEBENROCK MARTINEZ, CA 94553. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. METHOD USED TO DETERMINE BOOK VALUE: CASH. METHOD USED TO DETERMINE FMV: CASH. BOOK VALUE OF PROPERTY: 2,000. DATE OF GIFT: 12/31/19. AMOUNT GIVEN: 2,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: ASSEMBLIES. AMOUNT: 1,992. DESCRIPTION: EAGLE READING PROGRAM. AMOUNT: 2,892. DESCRIPTION: FAME. AMOUNT: 172. DESCRIPTION: HARVEST OF THE MONTH. AMOUNT: 121. DESCRIPTION: IN SCHOOL DRAMA PROGRAM. AMOUNT: 2,700. DESCRIPTION: TECHNOLOGY FUNDS. AMOUNT: 23,511. DESCRIPTION: SCHOLASTIC NEWS. AMOUNT: 3,087. DESCRIPTION: STUDENT BODY FUNDS. AMOUNT: 4,610. DESCRIPTION: STUDENT SUPPLIES. AMOUNT: 391. DESCRIPTION: TEACHER REIMBURSEMENTS. AMOUNT: 12,456. DESCRIPTION: 5TH GRADE EDUCATIONAL FIELDTRIP. AMOUNT: 1,210. DESCRIPTION: BOOKFAIR. AMOUNT: 3,571. DESCRIPTION: STEM FAIR. AMOUNT: 702. DESCRIPTION: CHECK IN DAY. AMOUNT: 200. DESCRIPTION: INSURANCE. AMOUNT: 232. DESCRIPTION: CHECKS/DEPOSIT SLIPS PRINTED. AMOUNT: 190. DESCRIPTION: TAX PREPARATION. AMOUNT: 540. DESCRIPTION: OFFICE DEPOT SCHOOL SUPPLIES. AMOUNT: 7,000. DESCRIPTION: HOMECOMING PARADE. AMOUNT: 157. DESCRIPTION: PLAYGROUND EQUIPMENT. AMOUNT: 2,179. DESCRIPTION: BANK CHARGES. AMOUNT: 25. DESCRIPTION: HELIUM TANK. AMOUNT: 390. DESCRIPTION: POST OFFICE BOX RENTAL. AMOUNT: 122. DESCRIPTION: SOFTWARE. AMOUNT: 1,000. TOTAL TO FORM 990-EZ, LINE 16: 69,450.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 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/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/PersonNm0KENDRA COOPER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09253169118
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MORELLO PARK ELEMENTARY PTA
ReturnHeader/Filer/BusinessNameControlTxt0MORE
ReturnHeader/Filer/EIN0680277437
ReturnHeader/Filer/PhoneNum09253728002
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 2041
ReturnHeader/Filer/USAddress/CityNm0MARTINEZ
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094553
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0985639438D4CF8C50D8EC2305EB100CB51930B5A
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0985639438D4CF8C50D8EC2305EB100CB51930B5A
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt067.164.109.241
ReturnHeader/FilingSecurityInformation/IPDt02020-11-10
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm021:56:20
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0814890237
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0RUHE CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0348 WESTAIRE BLVD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MARTINEZ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094553
ReturnHeader/PreparerPersonGrp/PhoneNum05106814860
ReturnHeader/PreparerPersonGrp/PreparationDt02020-11-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RACHEL RUHE
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02020-11-12T20:51:53-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.81$0.00$0.81$0.95$1.15$0.21
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.01$0.00$1.01$0.99$0.93$0.06
2023Detailed filing. Detailed filing data is available for this year.$0.95$0.00$0.95$0.98$0.90$0.08
2022Detailed filing. Detailed filing data is available for this year.$0.88$0.00$0.88$0.94$0.37$0.57
2021Detailed filing. Detailed filing data is available for this year.$0.31$0.00$0.31$0.30$0.33$0.04
2020Detailed filing. Detailed filing data is available for this year.$0.34$0.00$0.34$0.51$0.71$0.21
2019Detailed filing. Detailed filing data is available for this year.$0.55$0.55$0.83$0.80$0.04
2018Detailed filing. Detailed filing data is available for this year.$0.51$0.51$0.68$0.76$0.08
2017Summary only. Only limited summary data is available for this year.$0.60$0.00$0.81$0.88$0.07
2016Summary only. Only limited summary data is available for this year.$0.66$0.00$0.57$0.63$0.07
2015Detailed filing. Detailed filing data is available for this year.$0.73$0.73$0.82$0.73$0.09
2014Detailed filing. Detailed filing data is available for this year.$0.64$0.64$0.88$0.71$0.17
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.43$0.43$0.82$1.06$0.25
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.72$0.72$1.03$0.75$0.28
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.43$0.43$0.71$1.07$0.35