Civic Intelligence

Morello Park Elementary PTA

990EZ • Fiscal year 2025 • EIN 68-0277437

Jul 01, 2024 to Jun 30, 2025 • Filed on Dec 04, 2025

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

62nd percentile

0.00x

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

2025 filings • 501(c)3 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

63rd percentile

0.00x

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

2025 filings • 501(c)3 • <$500k nonprofits • Source year 2025

Net Margin

17th percentile

-22%

Higher net margin than 17% of similar nonprofits.

2025 filings • 501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

82nd percentile

$0

Higher top officer pay than 82% of similar nonprofits.

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

2025 filings • 501(c)3 • <$500k nonprofits • Source year 2025

Asset Growth

21st percentile

-20%

Faster asset growth than 21% of similar nonprofits.

2025 filings • 501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

41st percentile

-4.1%

Faster revenue growth than 41% of similar nonprofits.

2025 filings • 501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Assets

Down

$80,871

Down $20,512 (-20%) from 2024

Net Assets

Down

$80,871

Down $20,512 (-20%) from 2024

Liabilities

Flat

$0

Flat from 2024

Revenue

Down

$94,775

Down $4,031 (-4.1%) from 2024

Expenses

Up

$115,287

Up $22,426 (+24%) from 2024

Net Income

Down

-$20,512

Down $26,457 (-445%) from 2024

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

2025

Assets$80,871
Liabilities$0
Net Assets$80,871

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

2025

Revenue$94,775
Expenses$115,287
Net Income-$20,512
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Dec 4, 2025
Return Version
2024v5.2
Gross Receipts
$107,157
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$49,342
ENRICHED STUDENT DEVELOPMENT WITH FUNDS FOR FIELD TRIPS AND TRANSPORTATION TO FIELD TRIPS AND ASSEMBLIES. THESE TRIPS AID IN THE EDUCATION OF THE WELL-ROUNDED STUDENT, GIVING THEM EXPERIENCES AND EDUCATION THEY MAY NOT OTHERWISE HAVE ACCESS TO.$0$39,728
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$19,324
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARIE-DANIELLE MASAPresidentPT$0--
ARIELLE MAUPINParliamentarian-$0--
KENDRA COOPERHistorian-$0--
KASSIE BERTUMEN4th VP Membership-$0--
SHELEY ARNOLD5th VP Family Services-$0--
CAMI SERRE3rd VP Academic Programs-$0--
RACHEL ZIMMERMANTreasurer-$0--
AMY GREGORYSecretary-$0--
RACHEL RUHE1st VP Ways And Means-$0--
SHANNON BOURGET2nd VP Site Programs-$0--
JENNA OUYE6th VP Contributions-$0--
MORGAN DURHAMHospitality-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Eagles for Excellence$52,461$52,461$1,479$50,982
Fall Fundraisers$34,393$34,393-$34,393
Total Events$86,854$86,854$12,382$74,472
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
Rachel Zimmerman
Title
Treasurer
Phone
9253355840
Signed
2025-12-04

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: 9,486.

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: 1,500.

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

Description: 5th grade end of year. Amount: 307. Description: assemblies. Amount: 5,540. Description: book club. Amount: 268. Description: eagle reading program. Amount: 8,463. Description: emergency kits. Amount: 592. Description: fame. Amount: 1,405. Description: family events. Amount: 11,089. Description: field day. Amount: 17,601. Description: harvest event. Amount: 913. Description: harvest of the month. Amount: 224. Description: homecoming parade. Amount: 736. Description: hospitality. Amount: 2,314. Description: insurance. Amount: 338. Description: office depot school supplies. Amount: 7,500. Description: office supplies. Amount: 720. Description: one school one book. Amount: 2,789. Description: playground equipment. Amount: 1,466. Description: scholastic news. Amount: 3,410. Description: spirit wear. Amount: 4,028. Description: stem fair. Amount: 576. Description: student clubs. Amount: 302. Description: student supplies. Amount: 816. Description: supplemental curriculum. Amount: 18,437. Description: talent show. Amount: 141. Description: teacher reimbursements. Amount: 19,287. Description: technology funds. Amount: 1,146. Description: walk through revolution. Amount: 1,466. Description: yearbook. Amount: 184. Description: dei. Amount: 1,026. Description: check in day. Amount: 303. Description: memorial fund. Amount: 400. Total to form 990-ez, line 16: 113,787.

Raw XML Appendix231 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/PersonNm9SHANNON BOURGET
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11MORGAN DURHAM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PARLIAMENTARIAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2HISTORIAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt34TH VP MEMBERSHIP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt45TH VP FAMILY SERVICES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt53RD VP ACADEMIC PROGRAMS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt81ST VP WAYS AND MEANS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt92ND VP SITE PROGRAMS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt106TH VP CONTRIBUTIONS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11HOSPITALITY
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/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 AND ASSEMBLIES. 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: 9,486.
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. AMOUNT GIVEN: 1,500.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: 5TH GRADE END OF YEAR. AMOUNT: 307. DESCRIPTION: ASSEMBLIES. AMOUNT: 5,540. DESCRIPTION: BOOK CLUB. AMOUNT: 268. DESCRIPTION: EAGLE READING PROGRAM. AMOUNT: 8,463. DESCRIPTION: EMERGENCY KITS. AMOUNT: 592. DESCRIPTION: FAME. AMOUNT: 1,405. DESCRIPTION: FAMILY EVENTS. AMOUNT: 11,089. DESCRIPTION: FIELD DAY. AMOUNT: 17,601. DESCRIPTION: HARVEST EVENT. AMOUNT: 913. DESCRIPTION: HARVEST OF THE MONTH. AMOUNT: 224. DESCRIPTION: HOMECOMING PARADE. AMOUNT: 736. DESCRIPTION: HOSPITALITY. AMOUNT: 2,314. DESCRIPTION: INSURANCE. AMOUNT: 338. DESCRIPTION: OFFICE DEPOT SCHOOL SUPPLIES. AMOUNT: 7,500. DESCRIPTION: OFFICE SUPPLIES. AMOUNT: 720. DESCRIPTION: ONE SCHOOL ONE BOOK. AMOUNT: 2,789. DESCRIPTION: PLAYGROUND EQUIPMENT. AMOUNT: 1,466. DESCRIPTION: SCHOLASTIC NEWS. AMOUNT: 3,410. DESCRIPTION: SPIRIT WEAR. AMOUNT: 4,028. DESCRIPTION: STEM FAIR. AMOUNT: 576. DESCRIPTION: STUDENT CLUBS. AMOUNT: 302. DESCRIPTION: STUDENT SUPPLIES. AMOUNT: 816. DESCRIPTION: SUPPLEMENTAL CURRICULUM. AMOUNT: 18,437. DESCRIPTION: TALENT SHOW. AMOUNT: 141. DESCRIPTION: TEACHER REIMBURSEMENTS. AMOUNT: 19,287. DESCRIPTION: TECHNOLOGY FUNDS. AMOUNT: 1,146. DESCRIPTION: WALK THROUGH REVOLUTION. AMOUNT: 1,466. DESCRIPTION: YEARBOOK. AMOUNT: 184. DESCRIPTION: DEI. AMOUNT: 1,026. DESCRIPTION: CHECK IN DAY. AMOUNT: 303. DESCRIPTION: MEMORIAL FUND. AMOUNT: 400. TOTAL TO FORM 990-EZ, LINE 16: 113,787.
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.
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0RACHEL ZIMMERMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09253355840
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-12-04
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/IRSResponsiblePrtyInfoCurrInd00
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/PreparationDt02025-12-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RACHEL RUHE
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-12-04T19:41:55-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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