Civic Intelligence

Liberty Elementary PTO

990EZ • Fiscal year 2015 • EIN 73-1676562

Jul 01, 2014 to Jun 30, 2015 • Filed on Jun 08, 2016

Organization Profilelibertyelementary.ptboard.com
2730 S Bon View AveOntario, CA 91764-6812

(909) 947-9749

Siviq Scores

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

Liabilities / Assets

54th percentile

0.00x

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

54th percentile

0.00x

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Net Margin

78th percentile

22%

Higher net margin than 78% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2015

Asset Growth

88th percentile

72%

Faster asset growth than 88% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

61st percentile

8.3%

Faster revenue growth than 61% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets54th percentile

Assets

Up

$21,099

Up $8,867 (+72%) from 2014

Net Assets

Up

$21,099

Up $8,867 (+72%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue54th percentileNet Margin78th percentile

Revenue

Up

$41,007

Up $3,144 (+8.3%) from 2014

Expenses

Down

$32,140

Down $3,990 (-11%) from 2014

Net Income

Up

$8,867

Up $7,134 (+412%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth88th percentile

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

$30K$20K$10K$0Assets 2014: $12,232Liabilities 2014: $0Net Assets 2014: $12,2322014Assets 2015: $21,099Liabilities 2015: $0Net Assets 2015: $21,0992015Assets 2016: $12,063Liabilities 2016: $0Net Assets 2016: $12,0632016Assets 2017: $1,918Liabilities 2017: $0Net Assets 2017: $1,9182017Assets 2018: $2,837Liabilities 2018: $0Net Assets 2018: $2,8372018Assets 2025: $15,984Net Assets 2025: $15,9842025

Highlighted filing

2015

Assets$21,099
Liabilities$0
Net Assets$21,099
Open 2015 Filing

Operations Trend

Revenue Growth61st percentile

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

$60K$40K$20K$0-$20KRevenue 2014: $37,863Expenses 2014: $36,130Net Income 2014: $1,7332014Revenue 2015: $41,007Expenses 2015: $32,140Net Income 2015: $8,8672015Revenue 2016: $34,632Expenses 2016: $43,668Net Income 2016: -$9,0362016Revenue 2017: $31,261Expenses 2017: $41,406Net Income 2017: -$10,1452017Revenue 2018: $35,233Expenses 2018: $34,314Net Income 2018: $9192018Revenue 2025: $40,240Expenses 2025: $28,762Net Income 2025: $11,4782025

Highlighted filing

2015

Revenue$41,007
Expenses$32,140
Net Income$8,867
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Jun 8, 2016
Return Version
2014v6.0
Gross Receipts
$84,540
Mission and Program Overview

Mission

Education support

Program Services

DescriptionGrantsExpenses
School improvements assemblies Art program Art Palette and supplies provided to meet student and teacher needs-$9,977
Student Field Trips designed to enhance the learning experience through first hand experiences-$7,330
Student incentives awarded to reward academic excellance-$6,290
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
Samantha WeissPresidentPT$0--
Devon RochaVice President FundraisingPT$0--
Amy JaureguiTreasurerPT$0--
Grace FadriguelaSecretary-$0--
Claudia MendozVice President Membership-$0--
Minerva Castillo3rd VP Volunteers-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fall Fundrai$20,594$20,594$12,574$8,020
Spring FR$15,030$15,030$9,340$5,690
Total Events$64,406$64,406$39,436$24,970
Filing and Contact Details

Filer

Filer Name
Liberty Elementary PFA
EIN
73-1676562
Address
2730 S Bon View Ave, Ontario, CA 91764-6812

Signing Officer

Name
Amy Jauregui
Title
Treasurer
Phone
9099479749
Signed
2016-06-08
Discuss with paid preparer
Yes

Preparer

Firm
Accredited Tax Inc
Address
5690 Schaefer Ave Ste H, Chino, CA 91710
Preparer
Marie A Reichelt EA
Phone
9096277007
Supplemental Narrative

Additional Explanations

Description of other revenue Part I line 8

“Description AmountFamily Fun Nights 8,282”

List of grants and similar amounts paid Part I line 10

“Activity Program Services Grantee Liberty Elementary School Street 2730 Bon View Ave City, State, Zip Ontario, CA 91764Relationship None”

Description of other expenses Part I line 16

“Description AmountFamily Fun Nights 3,243Equipment & school supplies 4,4036th Grade Graduation 821Field Trips 7,330Student Incentives/Awards/CST 6,290Art/Assemblies/Red Ribbon pgm 5,686Administrative-bank chgs/hospitalit 3,182Membership 297Misc 539”

Raw XML Appendix189 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/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0Amy Jauregui
IRS990EZ/BooksInCareOfDetail/PhoneNum09099479749
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt02730 S Bon View Ave
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Ontario
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0917646812
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt012232
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt021099
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt03318
IRS990EZ/CostOfGoodsSoldAmt04097
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt08867
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0349
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt012232
IRS990EZ/Form990TotalAssetsGrp/EOYAmt021099
IRS990EZ/FundraisingGrossIncomeAmt064406
IRS990EZ/GrossProfitLossSlsOfInvntryAmt0917
IRS990EZ/GrossReceiptsAmt084540
IRS990EZ/GrossSalesOfInventoryAmt05014
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt03520
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt012232
IRS990EZ/NetAssetsOrFundBalancesEOYAmt021099
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt012232
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt021099
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt015.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt210.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt34.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt42.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt53.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Samantha Weiss
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Devon Rocha
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Amy Jauregui
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Grace Fadriguela
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Claudia Mendoz
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Minerva Castillo
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President Fundraising
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Vice President Membership
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt53rd VP Volunteers
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt031791
IRS990EZ/OtherRevenueTotalAmt08282
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Education support
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Student Field Trips designed to enhance the learning experience through first hand experiences
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Student incentives awarded to reward academic excellance
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2School improvements assemblies Art program Art Palette and supplies provided to meet student and teacher needs
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt07330
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt16290
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt29977
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt039436
IRS990EZ/SpecialEventsNetIncomeLossAmt024970
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt032140
IRS990EZ/TotalProgramServiceExpensesAmt023597
IRS990EZ/TotalRevenueAmt041007
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt06838
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt05138
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt06886
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt04473
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt023335
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt077702
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt071266
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt064594
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt071839
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt0285401
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0308736
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt084540
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt076404
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt071480
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt071839
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt04473
IRS990ScheduleA/Total509Grp/TotalAmt0308736
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt084540
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt076404
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt071480
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt071839
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt04473
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0308736
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt039436
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Fall Fundrai
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Spring FR
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt020594
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt015030
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt028782
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt064406
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt020594
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt015030
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt028782
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt064406
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt024970
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt017522
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt039436
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt012574
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt09340
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt07
IRS990ScheduleG/InPersonSolicitationsInd0X
IRS990ScheduleG/MailSolicitationsInd0X
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountFamily Fun Nights 8,282
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Activity Program Services Grantee Liberty Elementary School Street 2730 Bon View Ave City, State, Zip Ontario, CA 91764Relationship None
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Description AmountFamily Fun Nights 3,243Equipment & school supplies 4,4036th Grade Graduation 821Field Trips 7,330Student Incentives/Awards/CST 6,290Art/Assemblies/Red Ribbon pgm 5,686Administrative-bank chgs/hospitalit 3,182Membership 297Misc 539
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other revenue Part I line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1List of grants and similar amounts paid Part I line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Description of other expenses Part I line 16
ReturnHeader/BuildTS02016-08-17 19:52:53Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Amy Jauregui
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum09099479749
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-06-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Liberty Elementary PFA
ReturnHeader/Filer/BusinessNameControlTxt0LIBE
ReturnHeader/Filer/EIN0731676562
ReturnHeader/Filer/USAddress/AddressLine1Txt02730 S Bon View Ave
ReturnHeader/Filer/USAddress/CityNm0Ontario
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd0917646812
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0330029031
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Accredited Tax Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05690 Schaefer Ave Ste H
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Chino
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd091710
ReturnHeader/PreparerPersonGrp/PhoneNum09096277007
ReturnHeader/PreparerPersonGrp/PreparationDt02016-06-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Marie A Reichelt EA
ReturnHeader/ReturnTs02016-06-08T16:10:02-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$21,099
Liabilities
$0
Net assets
$21,099
Revenue
$41,007
Expenses
$32,140
Net income
$8,867
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$16.0$16.0$40.2$28.8$11.5
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.84$0.00$2.84$35.2$34.3$0.92
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.92$0.00$1.92$31.3$41.4$10.1
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$12.1$0.00$12.1$34.6$43.7$9.04
2015Detailed filing. Detailed filing data is available for this year.$21.1$0.00$21.1$41.0$32.1$8.87
2014Detailed filing. Detailed filing data is available for this year.$12.2$0.00$12.2$37.9$36.1$1.73