Civic Intelligence

Liberty Elementary PTO

990EZ • Fiscal year 2016 • EIN 73-1676562

Jul 01, 2015 to Jun 30, 2016 • Filed on Oct 27, 2016

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.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

54th percentile

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

13th percentile

-26%

Higher net margin than 13% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2016

Asset Growth

10th percentile

-43%

Faster asset growth than 10% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

28th percentile

-16%

Faster revenue growth than 28% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Down

$12,063

Down $9,036 (-43%) from 2015

Net Assets

Down

$12,063

Down $9,036 (-43%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue

Down

$34,632

Down $6,375 (-16%) from 2015

Expenses

Up

$43,668

Up $11,528 (+36%) from 2015

Net Income

Down

-$9,036

Down $17,903 (-202%) from 2015

Historical Trend

Balance Sheet Trend

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

2016

Assets$12,063
Liabilities$0
Net Assets$12,063

Operations Trend

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

2016

Revenue$34,632
Expenses$43,668
Net Income-$9,036
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Oct 27, 2016
Return Version
2015v2.1
Gross Receipts
$55,798
Mission and Program Overview

Mission

Education support

Program Services

DescriptionGrantsExpenses
School improvements assemblies Art and Music Programs and supplies provided to meet student and teacher needs-$24,122
Student Field Trips designed to enhance the learning experience through first hand experiences-$8,816
Student incentives awarded to reward academic excellance-$4,299
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Samantha WeissPresidentPT$0--
Claudia PedrozaVice PresidentPT$0--
Amy JaureguiTreasurerPT$0--
Grace FaSecretary-$0--
Devon Rocha2nd Vice President-$0--
Megan JonesFy16-17 Treasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Color Run$20,698$20,698$7,027$13,671
Book Fair$4,376$4,376$6,369$-1,993
Total Events$38,227$38,227$21,002$17,225
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
Megan Jones
Title
Treasurer
Phone
9099479749
Signed
2016-10-27
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 6,699Music Recorders 431Misc 160

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/BackToSchoolNite 3,572Equipment/Playground support 10,011School Improvement activities 6,498Field Trips 8,816Student Incentives/Awards/CST 4,299Art/Assemblies/Red Ribbon pgm 6,293Administrative-bank chgs/hospitalit 1,710Membership/Misc 400Music Recorders 6476th Grade Graduation 672

Raw XML Appendix191 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/USAddress/CityNm0Ontario
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Megan Jones
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt42nd Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5FY16-17 Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt042918
IRS990EZ/OtherRevenueTotalAmt07290
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
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt08816
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IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt021002
IRS990EZ/SpecialEventsNetIncomeLossAmt017226
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
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IRS990EZ/TanningServicesProvidedInd0false
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IRS990EZ/TotalRevenueAmt034632
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt06886
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IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt071839
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IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
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IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt06369
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt05
IRS990ScheduleG/InPersonSolicitationsInd0X
IRS990ScheduleG/MailSolicitationsInd0X
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountFamily Fun Nights 6,699Music Recorders 431Misc 160
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/BackToSchoolNite 3,572Equipment/Playground support 10,011School Improvement activities 6,498Field Trips 8,816Student Incentives/Awards/CST 4,299Art/Assemblies/Red Ribbon pgm 6,293Administrative-bank chgs/hospitalit 1,710Membership/Misc 400Music Recorders 6476th Grade Graduation 672
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/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Megan Jones
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum09099479749
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-10-27
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/PreparationDt02016-10-27
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Marie A Reichelt EA
ReturnHeader/ReturnTs02016-10-27T10:31:18-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

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