Civic Intelligence

Morello Park Elementary PTA

990EZ • Fiscal year 2022 • EIN 68-0277437

Jul 01, 2021 to Jun 30, 2022 • Filed on Jan 27, 2023

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

58th percentile

0.00x

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

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

Liabilities / Revenue

58th percentile

0.00x

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

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

Net Margin

92nd percentile

61%

Higher net margin than 92% 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

95th percentile

185%

Faster asset growth than 95% of similar nonprofits.

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

Revenue Growth

92nd percentile

216%

Faster revenue growth than 92% of similar nonprofits.

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

Assets

Up

$87,714

Up $56,885 (+185%) from 2021

Net Assets

Up

$87,714

Up $56,885 (+185%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue

Up

$93,638

Up $63,994 (+216%) from 2021

Expenses

Up

$36,753

Up $3,476 (+10%) from 2021

Net Income

Up

$56,885

Up $60,518 (+1666%) 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 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

2022

Assets$87,714
Liabilities$0
Net Assets$87,714

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

2022

Revenue$93,638
Expenses$36,753
Net Income$56,885
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Jan 27, 2023
Return Version
2021v4.2
Gross Receipts
$103,302
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$25,631
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$4,506
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$3,926
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ERIN ANDERSONPresidentPT$0--
AMI NICHOLSPrincipalPT$0--
LISA WILLISParliamentarian-$0--
JENNY COOPER3rd VP Academic Programs-$0--
OPEN4th VP Membership-$0--
KELLY GILBERT5th VP Family Services-$0--
RACHEL RUHEAuditor-$0--
KENDRA COOPERTreasurer-$0--
MARIE-DANIELLE MASASecretary-$0--
KARYNE TRAVALINI1st VP Ways And Means-$0--
MORGAN DURHAM2nd VP Site Programs-$0--
WENDY DIAZHistorian-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Eagles for Excellence$52,607$52,607$9,269$43,338
Fall Fundraisers$38,847$38,847$394$38,453
Total Events$91,454$91,454$9,663$81,791
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
2023-01-27

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. Amount given: 2,000.

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

Description: eagle reading program. Amount: 4,506. Description: technology funds. Amount: 3,195. Description: scholastic news. Amount: 3,578. Description: student supplies. Amount: 686. Description: teacher reimbursements. Amount: 9,414. Description: insurance. Amount: 258. Description: office depot school supplies. Amount: 7,000. Description: hospitality. Amount: 982. Description: 5th grade end of year. Amount: 192. Description: assemblies. Amount: 1,397. Description: stem fair. Amount: 271. Description: field day. Amount: 170. Description: post office. Amount: 162. Description: emergency kits. Amount: 379. Description: family events. Amount: 2,054. Description: harvest event. Amount: 509. Total to form 990-ez, line 16: 34,753.

Raw XML Appendix225 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.

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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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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. AMOUNT GIVEN: 2,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: EAGLE READING PROGRAM. AMOUNT: 4,506. DESCRIPTION: TECHNOLOGY FUNDS. AMOUNT: 3,195. DESCRIPTION: SCHOLASTIC NEWS. AMOUNT: 3,578. DESCRIPTION: STUDENT SUPPLIES. AMOUNT: 686. DESCRIPTION: TEACHER REIMBURSEMENTS. AMOUNT: 9,414. DESCRIPTION: INSURANCE. AMOUNT: 258. DESCRIPTION: OFFICE DEPOT SCHOOL SUPPLIES. AMOUNT: 7,000. DESCRIPTION: HOSPITALITY. AMOUNT: 982. DESCRIPTION: 5TH GRADE END OF YEAR. AMOUNT: 192. DESCRIPTION: ASSEMBLIES. AMOUNT: 1,397. DESCRIPTION: STEM FAIR. AMOUNT: 271. DESCRIPTION: FIELD DAY. AMOUNT: 170. DESCRIPTION: POST OFFICE. AMOUNT: 162. DESCRIPTION: EMERGENCY KITS. AMOUNT: 379. DESCRIPTION: FAMILY EVENTS. AMOUNT: 2,054. DESCRIPTION: HARVEST EVENT. AMOUNT: 509. TOTAL TO FORM 990-EZ, LINE 16: 34,753.
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.
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ReturnHeader/BuildTS02023-03-07 01:45:13Z
ReturnHeader/BusinessOfficerGrp/PersonNm0KENDRA COOPER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09253169118
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-01-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MORELLO PARK ELEMENTARY PTA
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ReturnHeader/Filer/USAddress/CityNm0MARTINEZ
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094553
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/PreparationDt02023-01-27
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RACHEL RUHE
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02023-01-27T19:25:25-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0KENDRA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0COOPER
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.$0.81$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