Civic Intelligence

Liberty Elementary PTO

990EZ • Fiscal year 2018 • EIN 73-1676562

Jul 01, 2017 to Jun 30, 2018 • Filed on Sep 30, 2019

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.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

54th percentile

0.00x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

49th percentile

2.6%

Higher net margin than 49% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2018

Asset Growth

84th percentile

48%

Faster asset growth than 84% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

66th percentile

13%

Faster revenue growth than 66% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets54th percentile

Assets

Up

$2,837

Up $919 (+48%) from 2017

Net Assets

Up

$2,837

Up $919 (+48%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue54th percentileNet Margin49th percentile

Revenue

Up

$35,233

Up $3,972 (+13%) from 2017

Expenses

Down

$34,314

Down $7,092 (-17%) from 2017

Net Income

Up

$919

Up $11,064 (+109%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth84th 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

2018

Assets$2,837
Liabilities$0
Net Assets$2,837
Open 2018 Filing

Operations Trend

Revenue Growth66th 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

2018

Revenue$35,233
Expenses$34,314
Net Income$919
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Sep 30, 2019
Return Version
2017v2.2
Gross Receipts
$62,847
Mission and Program Overview

Mission

Education support

Program Services

DescriptionGrantsExpenses
School improvements Art and Music Programs and supplies provided to meet student and teacher needs-$11,739
Student Field Trips designed to enhance the learning experience through first hand experiences-$9,069
Student incentives awarded to reward academic excellance-$4,857
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
Stephanie FitivalePresidentPT$0--
Grace FaSecretary-$0--
Tinamarie RuizTreasurer Fy17-18PT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Color Run$18,580$18,580$7,280$11,300
Book Fair$6,344$6,344$6,223$121
Total Events$43,877$43,877$24,891$18,986
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
Tinamarie Ruiz
Title
Treasurer
Phone
9099479749
Signed
2019-09-30
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 6,0856th Grade event 1,171Music Recorders 419Field Trips 266Misc (pencils/tournament/misc) 442”

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 4,561Staff appreciation 880School Improvement activities 4,770Field Trips 9,069Student Incentives/Awards/CST 4,857Art Palette/Music Recorders 4,117Administrative-bank chgs/filing fee 1,568Membership/Misc 600Red Ribbon Pgm 5396th Grade Graduation 2,313”

Raw XML Appendix182 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/PersonNm0Tinamarie Ruiz
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/BOYAmt01918
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt02837
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
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IRS990EZ/CostOfGoodsSoldAmt06649
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0919
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01040
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IRS990EZ/GrossProfitLossSlsOfInvntryAmt0-1218
IRS990EZ/GrossReceiptsAmt062847
IRS990EZ/GrossSalesOfInventoryAmt05431
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt03745
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt01918
IRS990EZ/NetAssetsOrFundBalancesEOYAmt02837
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt01918
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt02837
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt14.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt210.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Stephanie Fitivale
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Grace Fa
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Tinamarie Ruiz
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer FY17-18
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt033274
IRS990EZ/OtherRevenueTotalAmt08383
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 Art and Music Programs and supplies provided to meet student and teacher needs
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt09069
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt14857
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt211739
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt020965
IRS990EZ/SpecialEventsNetIncomeLossAmt022091
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt034314
IRS990EZ/TotalProgramServiceExpensesAmt025665
IRS990EZ/TotalRevenueAmt035233
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt05977
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt06091
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt05383
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt06838
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt05138
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt029427
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt056870
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt057962
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt050415
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt077702
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt071266
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt0314215
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0343642
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt062847
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt064053
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt055798
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt084540
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt076404
IRS990ScheduleA/Total509Grp/TotalAmt0343642
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt062847
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt064053
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt055798
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt084540
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt076404
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0343642
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt024891
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Color Run
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Book Fair
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt018580
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt06344
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt018953
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt043877
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt018580
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt06344
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt018953
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt043877
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt018986
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt011388
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt024891
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt07280
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt06223
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt05
IRS990ScheduleG/InPersonSolicitationsInd0X
IRS990ScheduleG/MailSolicitationsInd0X
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountFamily Fun Nights 6,0856th Grade event 1,171Music Recorders 419Field Trips 266Misc (pencils/tournament/misc) 442
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 4,561Staff appreciation 880School Improvement activities 4,770Field Trips 9,069Student Incentives/Awards/CST 4,857Art Palette/Music Recorders 4,117Administrative-bank chgs/filing fee 1,568Membership/Misc 600Red Ribbon Pgm 5396th Grade Graduation 2,313
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/BuildTS02020-01-14 16:20:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Tinamarie Ruiz
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum09099479749
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-09-30
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/FilingSecurityInformation/AtSubmissionCreationDeviceId0643A706DFB6146E6E0CB8D0989F9BCBD386FBAA2
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0643A706DFB6146E6E0CB8D0989F9BCBD386FBAA2
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId03016312019286qxtxsr2
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02019-10-13
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0100.9.99.194
ReturnHeader/FilingSecurityInformation/IPDt02019-10-13
ReturnHeader/FilingSecurityInformation/IPTm018:36:47
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/PreparationDt02019-10-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Marie A Reichelt EA
ReturnHeader/ReturnTs02019-10-13T18:31:46-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,837
Liabilities
$0
Net assets
$2,837
Revenue
$35,233
Expenses
$34,314
Net income
$919
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
2018Detailed filing. Detailed filing data is available for this year.$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