Civic Intelligence

Liberty Elementary PTO

990EZ • Fiscal year 2025 • EIN 73-1676562

Jul 01, 2024 to Jun 30, 2025 • Filed on Oct 03, 2025

Organization Profilelibertyelementary.ptboard.com

Refreshing map…

2730 S Bon View AvenueOntario, CA 91761

(909) 947-9749

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2025

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2025

Net Margin

83rd percentile

29%

Higher net margin than 83% 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

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2025

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2025

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$15,984

Up $13,147 (+463%) from 2018

Net Assets

Up

$15,984

Up $13,147 (+463%) from 2018

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin83rd percentile

Revenue

Up

$40,240

Up $5,007 (+14%) from 2018

Expenses

Down

$28,762

Down $5,552 (-16%) from 2018

Net Income

Up

$11,478

Up $10,559 (+1149%) from 2018

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

2025

Assets$15,984
Liabilities-
Net Assets$15,984
Open 2025 Filing

Operations Trend

Revenue GrowthScore unavailable

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

2025

Revenue$40,240
Expenses$28,762
Net Income$11,478
Open 2025 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Oct 3, 2025
Return Version
2024v5.2
Gross Receipts
$63,819
Mission and Program Overview

Mission

Education support

To support and enhance the learning experience for the students at liberty elementary. This includes supporting programs and helping provide supplies

Program Services

DescriptionGrantsExpenses
ENHANCE AND SUPPORT THE EDUCATIONAL EXPERIENCE FOR STUDENTS-$26,789
Compensation and Service Providers
Top Officer Pay82nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MEGAN MERLETreasurerPT$0--
VANESSA MEJIAPresidentPT$0--
NANCY SERRANOSecretaryPT$0--
CHRISTINE ONTIVEROSCo-TreasurerPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Color Run$11,603$11,603$4,053$7,550
Helping Hands$8,545$8,545$1,398$7,147
Total Events$51,597$51,597$23,579$28,018
Filing and Contact Details

Filer

Filer Name
Liberty Elementary Pto
EIN
73-1676562
Phone
9099479749
Address
2730 S BON VIEW AVENUE, ONTARIO, CA 91761

Signing Officer

Name
Megan Merle
Title
Treasurer
Phone
9099479749
Signed
2025-10-03
Discuss with paid preparer
Yes

Preparer

Firm
H and R Block
Address
5690 SCHAEFER AVE, CHINO, CA 91710
Preparer
Marie Reichelt
Phone
8004725625
Supplemental Narrative

Additional Explanations

Part I, Item 10 Grants & Similar Items Paid

“Assemblies, $3083; field trip supt, $4340; 6th gr camp scholarships, $2,100; school enhancements, $1595 for a total of $11,118”

Part I, Item 16, Other Expenses

“Bookfair, $6,016; student events, $5091; student incentives/awards, $2,309; staff appreciation, $2255; admin supplies/expenses, $1973 for a total of $17,644”

Raw XML Appendix159 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
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd091761
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IRS990EZ/GrantsAndSimilarAmountsPaidAmt011118
IRS990EZ/GrossReceiptsAmt063819
IRS990EZ/InfoInScheduleOPartIInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MEGAN MERLE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1VANESSA MEJIA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2NANCY SERRANO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3CHRISTINE ONTIVEROS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3CO-TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt017644
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO SUPPORT AND ENHANCE THE LEARNING EXPERIENCE FOR THE STUDENTS AT LIBERTY ELEMENTARY. THIS INCLUDES SUPPORTING PROGRAMS AND HELPING PROVIDE SUPPLIES
IRS990EZ/ProgramServiceRevenueAmt09067
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0ENHANCE AND SUPPORT THE EDUCATIONAL EXPERIENCE FOR STUDENTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt026789
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt023579
IRS990EZ/SpecialEventsNetIncomeLossAmt028018
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt028762
IRS990EZ/TotalProgramServiceExpensesAmt026789
IRS990EZ/TotalRevenueAmt040240
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0https://libertyelementary.ptboard.com/
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt03155
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0510
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0568
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0498
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt04731
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt09067
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt015008
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt016152
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt011647
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt051874
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt056605
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt012222
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt015518
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt016720
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt012145
IRS990ScheduleA/Total509Grp/TotalAmt056605
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt012222
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt015518
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt016720
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt012145
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt056605
IRS990ScheduleG/CharitableDistributionRqrInd0false
IRS990ScheduleG/CntrctWith3rdPrtyForGameRevInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt023579
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0COLOR RUN
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0HELPING HANDS
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageOtherEventsAmt03910
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt03910
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt011603
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt08545
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt031449
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt051597
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt011603
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt08545
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt031449
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt051597
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt028018
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt014218
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt019669
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt04053
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt01398
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt09
IRS990ScheduleG/GamingInformationGrp/VolunteerLaborBingoInd0false
IRS990ScheduleG/GamingInformationGrp/VolunteerLaborOtherGamingInd0false
IRS990ScheduleG/GamingInformationGrp/VolunteerLaborPullTabsInd0false
IRS990ScheduleG/GamingWithNonmembersInd0false
IRS990ScheduleG/LicensedInd0false
IRS990ScheduleG/LicenseSuspendedEtcInd0false
IRS990ScheduleG/MemberOfOtherEntityInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ASSEMBLIES, $3083; FIELD TRIP SUPT, $4340; 6TH GR CAMP SCHOLARSHIPS, $2,100; SCHOOL ENHANCEMENTS, $1595 FOR A TOTAL OF $11,118
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1BOOKFAIR, $6,016; STUDENT EVENTS, $5091; STUDENT INCENTIVES/AWARDS, $2,309; STAFF APPRECIATION, $2255; ADMIN SUPPLIES/EXPENSES, $1973 FOR A TOTAL OF $17,644
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, ITEM 10 GRANTS & SIMILAR ITEMS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1PART I, ITEM 16, OTHER EXPENSES
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MEGAN MERLE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09099479749
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-10-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LIBERTY ELEMENTARY PTO
ReturnHeader/Filer/BusinessNameControlTxt0LIBE
ReturnHeader/Filer/EIN0731676562
ReturnHeader/Filer/PhoneNum09099479749
ReturnHeader/Filer/USAddress/AddressLine1Txt02730 S BON VIEW AVENUE
ReturnHeader/Filer/USAddress/CityNm0ONTARIO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd091761
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0330029031
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0H AND R BLOCK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05690 SCHAEFER AVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CHINO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd091710
ReturnHeader/PreparerPersonGrp/PhoneNum08004725625
ReturnHeader/PreparerPersonGrp/PreparationDt02025-10-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Marie Reichelt
ReturnHeader/ReturnTs02025-10-14T20:31:40Z
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$15,984
Liabilities
-
Net assets
$15,984
Revenue
$40,240
Expenses
$28,762
Net income
$11,478
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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2025 filings • 501(c)3 • <$500k nonprofits