Civic Intelligence

Morello Park Elementary PTA

990EZ • Fiscal year 2023 • EIN 68-0277437

Jul 01, 2022 to Jun 30, 2023 • Filed on Nov 16, 2023

Organization ProfileMPE-MARTINEZ-CA.SCHOOLLOOP.COM
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

64th percentile

0.00x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

63rd percentile

0.00x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

59th percentile

7.9%

Higher net margin than 59% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

88th percentile

$0

Higher top officer pay than 88% of similar nonprofits.

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

63rd percentile

8.8%

Faster asset growth than 63% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

49th percentile

4.4%

Faster revenue growth than 49% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets64th percentile

Assets

Up

$95,438

Up $7,724 (+8.8%) from 2022

Net Assets

Up

$95,438

Up $7,724 (+8.8%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue63rd percentileNet Margin59th percentile

Revenue

Up

$97,758

Up $4,120 (+4.4%) from 2022

Expenses

Up

$90,034

Up $53,281 (+145%) from 2022

Net Income

Down

$7,724

Down $49,161 (-86%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth63rd percentile

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

2023

Assets$95,438
Liabilities$0
Net Assets$95,438
Open 2023 Filing

Operations Trend

Revenue Growth49th percentile

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

2023

Revenue$97,758
Expenses$90,034
Net Income$7,724
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Nov 16, 2023
Return Version
2022v5.0
Gross Receipts
$109,689
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, COMPUTER HARDWARE, SCIENCE CLASSES AND SOFTWARE FOR THE BENEFIT OF OVER 500 STUDENTS.$0$51,682
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$14,187
ENRICHED STUDENT DEVELOPMENT WITH FUNDS FOR FIELD TRIPS AND TRANSPORTATION TO FIELD TRIPS. THESE TRIPS AID IN THE EDUCATION OF THE WELL-ROUNDED STUDENT, GIVING THEM EXPERIENCES AND EDUCATION THEY MAY NOT OTHERWISE HAVE ACCESS TO.$0$13,653
Compensation and Service Providers
Top Officer Pay88th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ERIN ANDERSONPresidentPT$0--
MEGAN DE LA MATERPrincipalPT$0--
LISA WILLISParliamentarian-$0--
JENNY COOPERHistorian-$0--
CAMI SERRE4th VP Membership-$0--
KELLY GILBERT5th VP Family Services-$0--
RACHEL RUHECo - 3rd VP Academic Programs-$0--
WENDY DIAZTreasurer-$0--
MARIE-DANIELLE MASASecretary-$0--
KARYNE TRAVALINI1st VP Ways And Means-$0--
MORGAN DURHAM2nd VP Site Programs-$0--
SHANNON BOURGET6th VP Contributions-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Eagles for Excellence$56,894$56,894$3,612$53,282
Fall Fundraisers$30,534$30,534$819$29,715
Total Events$87,428$87,428$11,931$75,497
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
Wendy Diaz
Title
Treasurer
Phone
9253355840
Signed
2023-11-16

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: 19.”

Form 990-ez, Part I, Line 8 - Other Revenue

“Description: family services income. Amount: 12,388.”

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. Date of gift: 06/30/23. Amount given: 500.”

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

“Description: eagle reading program. Amount: 7,950. Description: technology funds. Amount: 6,400. Description: scholastic news. Amount: 3,545. Description: student supplies. Amount: 884. Description: teacher reimbursements. Amount: 14,800. Description: insurance. Amount: 322. Description: office depot school supplies. Amount: 7,500. Description: hospitality. Amount: 1,606. Description: 5th grade end of year. Amount: 103. Description: stem fair. Amount: 182. Description: field day. Amount: 1,807. Description: post office. Amount: 317. Description: emergency kits. Amount: 428. Description: family events. Amount: 6,037. Description: harvest event. Amount: 434. Description: bank charges. Amount: 30. Description: state pta convention. Amount: 498. Description: student clubs. Amount: 302. Description: homecoming parade. Amount: 457. Description: playground equipment. Amount: 995. Description: library books. Amount: 86. Description: office supplies. Amount: 339. Description: book club. Amount: 209. Description: transportation - buses. Amount: 13,653. Description: spirit wear. Amount: 6,142. Description: color wars shirts. Amount: 3,391. Description: talent show. Amount: 132. Description: drama program. Amount: 2,700. Description: walk through revolution. Amount: 1,300. Description: supplemental curriculum. Amount: 5,515. Description: red ribbon week. Amount: 62. Description: fame. Amount: 738. Description: harvest of the month. Amount: 288. Total to form 990-ez, line 16: 89,152.”

Raw XML Appendix237 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/BooksInCareOfDetail/PhoneNum09253355840
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2LISA WILLIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JENNY COOPER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4CAMI SERRE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5KELLY GILBERT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6RACHEL RUHE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7WENDY DIAZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8MARIE-DANIELLE MASA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9KARYNE TRAVALINI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10MORGAN DURHAM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11SHANNON BOURGET
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRINCIPAL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2PARLIAMENTARIAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3HISTORIAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt44TH VP MEMBERSHIP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt55TH VP FAMILY SERVICES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6CO - 3RD VP ACADEMIC PROGRAMS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt91ST VP WAYS AND MEANS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt102ND VP SITE PROGRAMS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt116TH VP CONTRIBUTIONS
IRS990EZ/OperateHospitalInd00
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IRS990EZ/PrimaryExemptPurposeTxt0TO PROMOTE THE WELFARE OF CHILDREN AND YOUTH BY CREATING, DEVELOPING AND IMPLEMENTING A SAFE, POSITIVE EDUCATIONAL EXPERIENCE.
IRS990EZ/PrintingPublicationsPostageAmt089
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0GRANT PROGRAM TO PROVIDE CLASSROOM SUPPLIES, LIBRARY AND TECHNOLOGY ASSISTANCE, COMPUTER HARDWARE, SCIENCE CLASSES 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/DescriptionProgramSrvcAccomTxt2ENRICHED STUDENT DEVELOPMENT WITH FUNDS FOR FIELD TRIPS AND TRANSPORTATION TO FIELD TRIPS. THESE TRIPS AID IN THE EDUCATION OF THE WELL-ROUNDED STUDENT, GIVING THEM EXPERIENCES AND EDUCATION THEY MAY NOT OTHERWISE HAVE ACCESS TO.
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IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0EAGLES FOR EXCELLENCE
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST INCOME. AMOUNT: 19.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: FAMILY SERVICES INCOME. AMOUNT: 12,388.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACTIVITY 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. DATE OF GIFT: 06/30/23. AMOUNT GIVEN: 500.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: EAGLE READING PROGRAM. AMOUNT: 7,950. DESCRIPTION: TECHNOLOGY FUNDS. AMOUNT: 6,400. DESCRIPTION: SCHOLASTIC NEWS. AMOUNT: 3,545. DESCRIPTION: STUDENT SUPPLIES. AMOUNT: 884. DESCRIPTION: TEACHER REIMBURSEMENTS. AMOUNT: 14,800. DESCRIPTION: INSURANCE. AMOUNT: 322. DESCRIPTION: OFFICE DEPOT SCHOOL SUPPLIES. AMOUNT: 7,500. DESCRIPTION: HOSPITALITY. AMOUNT: 1,606. DESCRIPTION: 5TH GRADE END OF YEAR. AMOUNT: 103. DESCRIPTION: STEM FAIR. AMOUNT: 182. DESCRIPTION: FIELD DAY. AMOUNT: 1,807. DESCRIPTION: POST OFFICE. AMOUNT: 317. DESCRIPTION: EMERGENCY KITS. AMOUNT: 428. DESCRIPTION: FAMILY EVENTS. AMOUNT: 6,037. DESCRIPTION: HARVEST EVENT. AMOUNT: 434. DESCRIPTION: BANK CHARGES. AMOUNT: 30. DESCRIPTION: STATE PTA CONVENTION. AMOUNT: 498. DESCRIPTION: STUDENT CLUBS. AMOUNT: 302. DESCRIPTION: HOMECOMING PARADE. AMOUNT: 457. DESCRIPTION: PLAYGROUND EQUIPMENT. AMOUNT: 995. DESCRIPTION: LIBRARY BOOKS. AMOUNT: 86. DESCRIPTION: OFFICE SUPPLIES. AMOUNT: 339. DESCRIPTION: BOOK CLUB. AMOUNT: 209. DESCRIPTION: TRANSPORTATION - BUSES. AMOUNT: 13,653. DESCRIPTION: SPIRIT WEAR. AMOUNT: 6,142. DESCRIPTION: COLOR WARS SHIRTS. AMOUNT: 3,391. DESCRIPTION: TALENT SHOW. AMOUNT: 132. DESCRIPTION: DRAMA PROGRAM. AMOUNT: 2,700. DESCRIPTION: WALK THROUGH REVOLUTION. AMOUNT: 1,300. DESCRIPTION: SUPPLEMENTAL CURRICULUM. AMOUNT: 5,515. DESCRIPTION: RED RIBBON WEEK. AMOUNT: 62. DESCRIPTION: FAME. AMOUNT: 738. DESCRIPTION: HARVEST OF THE MONTH. AMOUNT: 288. TOTAL TO FORM 990-EZ, LINE 16: 89,152.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 8 - OTHER REVENUE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 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/TaxYr02022

Document Assets

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Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$95,438
Liabilities
$0
Net assets
$95,438
Revenue
$97,758
Expenses
$90,034
Net income
$7,724
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