Civic Intelligence

Ljes PTO Inc.

990EZ • Fiscal year 2017 • EIN 80-0151820

Aug 01, 2016 to Jul 31, 2017 • Filed on Apr 30, 2019

1111 Marine StreetLA Jolla, CA 92037

(858) 454-7196

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 2017

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2017

Net Margin

76th percentile

20%

Higher net margin than 76% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

67th percentile

15%

Faster asset growth than 67% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

31st percentile

-12%

Faster revenue growth than 31% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Up

$110,120

Up $14,145 (+15%) from 2016

Net Assets

$110,120

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$70,574

Down $9,562 (-12%) from 2016

Expenses

Up

$56,430

Up $9,643 (+21%) from 2016

Net Income

Down

$14,144

Down $19,205 (-58%) from 2016

Historical Trend

Balance Sheet Trend

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

$200K$150K$100K$50K$0Assets 2011: $43,274Liabilities 2011: $02011Assets 2012: $76,693Liabilities 2012: $02012Assets 2013: $113,729Liabilities 2013: $02013Assets 2014: $75,747Liabilities 2014: $02014Assets 2015: $62,627Liabilities 2015: $02015Assets 2016: $95,975Liabilities 2016: $02016Assets 2017: $110,120Net Assets 2017: $110,1202017Assets 2018: $122,319Liabilities 2018: $0Net Assets 2018: $122,3192018Assets 2019: $115,181Net Assets 2019: $115,1812019Assets 2020: $100,803Net Assets 2020: $100,8032020Assets 2021: $67,677Net Assets 2021: $67,6772021Assets 2022: $89,481Net Assets 2022: $89,4812022Assets 2023: $93,796Net Assets 2023: $93,7962023Assets 2024: $126,742Net Assets 2024: $126,7422024Assets 2025: $152,406Net Assets 2025: $152,4062025

Highlighted filing

2017

Assets$110,120
Liabilities-
Net Assets$110,120

Operations Trend

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

$200K$150K$100K$50K$0-$50KRevenue 2011: $54,045Expenses 2011: $50,475Net Income 2011: $3,5702011Revenue 2012: $66,989Expenses 2012: $33,570Net Income 2012: $33,4192012Revenue 2013: $59,130Expenses 2013: $22,094Net Income 2013: $37,0362013Revenue 2014: $49,937Expenses 2014: $87,919Net Income 2014: -$37,9822014Revenue 2015: $46,816Expenses 2015: $59,936Net Income 2015: -$13,1202015Revenue 2016: $80,136Expenses 2016: $46,787Net Income 2016: $33,3492016Revenue 2017: $70,574Expenses 2017: $56,430Net Income 2017: $14,1442017Revenue 2018: $84,921Expenses 2018: $72,722Net Income 2018: $12,1992018Revenue 2019: $45,883Expenses 2019: $53,021Net Income 2019: -$7,1382019Revenue 2020: $23,310Expenses 2020: $37,688Net Income 2020: -$14,3782020Revenue 2021: $1,694Expenses 2021: $34,820Net Income 2021: -$33,1262021Revenue 2022: $58,061Expenses 2022: $36,254Net Income 2022: $21,8072022Revenue 2023: $47,804Expenses 2023: $43,489Net Income 2023: $4,3152023Revenue 2024: $62,923Expenses 2024: $42,945Net Income 2024: $19,9782024Revenue 2025: $157,630Expenses 2025: $131,966Net Income 2025: $25,6642025

Highlighted filing

2017

Revenue$70,574
Expenses$56,430
Net Income$14,144
Jump To
Filing Snapshot
Filing Period
Aug 1, 2016 to Jul 31, 2017
Signed
Apr 30, 2019
Return Version
2016v3.0
Gross Receipts
$198,690
Mission and Program Overview

Mission

To support the education of the children at La Jolla Elementary School by fostering relationships between the school, parents and teachers.

Program Services

DescriptionGrantsExpenses
INSTRUCTIONAL SUPPORT - CONTRIBUTED TOWARDS SALARY OF ADDITIONAL TEACHER TO DECREASE CLASS SIZE. BENEFITED THE ENTIRE STUDENT POPULATION.$15,000-
MISCELLANEOUS PROGRAM SERVICES - PROVIDED MISCELLANEOUS SUPPORT FOR SCHOOL FUNCTIONS INCLUDING FIFTH GRADE GRADUATION, NEWSLETTER, HOSPITALITY, HEALTH & SAFETY, ETC.$14,864-
CAMPUS IMPROVEMENTS - CONTRIBUTED TOWARDS THE REMODEL OF THE SCHOOL AUDITORIUM. BENEFITED THE ENTIRE STUDENT AND PARENT POPULATION.$10,920-
PLAYGROUND AND RUN CLUB - PURCHASED PLAYGROUND SUPPLIES FOR PHYSICAL EDUCATION. BENEFITED THE ENTIRE STUDENT POPULATION.$3,827-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MIRA SANCHEZ COSTELLOPresident-$0--
KENDALL GOLDSTEINTreasurer-$0--
JAMIE FLYNNSecretary-$0--
KATIE SIDDONSLiason Fljes-$0--
NINA HALLHistorian-$0--
ZHENE LEJUWAANAuditor-$0--
KAT PEPPERSVP Programs-$0--
AMANDA ZIKEVP Volunteers-$0--
ALI MURPHYVP Room Parents-$0--
ERIN SULLIVANTeacher Repr-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
After School Science and Robotics$47,612$47,612$42,145$5,467
Pizza Wednesday$37,870$37,870-$37,870
Total Events$190,560$190,560$128,116$62,444
Filing and Contact Details

Filer

Filer Name
Ljes Pto Inc
EIN
80-0151820
Phone
8584547196
Address
1111 MARINE STREET, LA JOLLA, CA 92037

Signing Officer

Name
Kendall Goldstein
Title
Treasurer
Signed
2019-04-30
Discuss with paid preparer
Yes

Preparer

Firm
Jacquellyn I Martin CPA
Address
3077-B Clairemont Drive / PMB 172, San Diego, CA 92117-0172
Preparer
Jacquellyn I Martin
Phone
6192754313
Supplemental Narrative

Additional Explanations

Other Expenses.1

Instructional Support $15000

Other Expenses.2

Capital Improvements $10920

Other Expenses.3

Credit Card Processing Fees $7670

Other Expenses.4

Newsletter $5040

Other Expenses.5

Playground & Run Club Supplies $3827

Other Expenses.6

Admin/District Rental Fee $3230

Other Expenses.7

Health, Safety & emergency $3130

Other Expenses.8

Hospitality $1957

Other Expenses.9

Directory $1759

Other Expenses.10

Fiftth Grade Graduation $1249

Other Expenses.11

Office Supplies $859

Other Expenses.12

Cultural Arts $650

Other Expenses.13

Gardening $434

Other Expenses.14

Childcare $400

Other Expenses.15

Talent Show $246

Other Expenses.16

Miscellaneous $50

Other Expenses.17

Bank Charges $9

Raw XML Appendix227 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/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt015000
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IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd0true
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IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0After School Science and Robotics
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0PIZZA WEDNESDAY
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Instructional Support $15000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Capital Improvements $10920
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Credit Card Processing Fees $7670
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Newsletter $5040
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Playground & Run Club Supplies $3827
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Admin/District Rental Fee $3230
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Health, Safety & emergency $3130
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Hospitality $1957
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Directory $1759
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Fiftth Grade Graduation $1249
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Office Supplies $859
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Cultural Arts $650
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Gardening $434
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Childcare $400
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14Talent Show $246
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15Miscellaneous $50
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16Bank Charges $9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Expenses.12
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Other Expenses.13
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Other Expenses.14
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Other Expenses.15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Other Expenses.16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc16Other Expenses.17
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KENDALL GOLDSTEIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-04-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LJES PTO INC
ReturnHeader/Filer/BusinessNameControlTxt0LJES
ReturnHeader/Filer/EIN0800151820
ReturnHeader/Filer/PhoneNum08584547196
ReturnHeader/Filer/USAddress/AddressLine1Txt01111 MARINE STREET
ReturnHeader/Filer/USAddress/CityNm0LA JOLLA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092037
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Jacquellyn I Martin CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03077-B Clairemont Drive / PMB 172
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0San Diego
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0921170172
ReturnHeader/PreparerPersonGrp/PhoneNum06192754313
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jacquellyn I Martin
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02019-04-30T09:00:11-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-08-01
ReturnHeader/TaxPeriodEndDt02017-07-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.52$1.52$1.58$1.32$0.26
2024Detailed filing. Detailed filing data is available for this year.$1.27$1.27$0.63$0.43$0.20
2023Detailed filing. Detailed filing data is available for this year.$0.94$0.94$0.48$0.43$0.04
2022Detailed filing. Detailed filing data is available for this year.$0.89$0.89$0.58$0.36$0.22
2021Detailed filing. Detailed filing data is available for this year.$0.68$0.68$0.02$0.35$0.33
2020Detailed filing. Detailed filing data is available for this year.$1.01$1.01$0.23$0.38$0.14
2019Detailed filing. Detailed filing data is available for this year.$1.15$1.15$0.46$0.53$0.07
2018Detailed filing. Detailed filing data is available for this year.$1.22$0.00$1.22$0.85$0.73$0.12
2017Detailed filing. Detailed filing data is available for this year.$1.10$1.10$0.71$0.56$0.14
2016Summary only. Only limited summary data is available for this year.$0.96$0.00$0.80$0.47$0.33
2015Summary only. Only limited summary data is available for this year.$0.63$0.00$0.47$0.60$0.13
2014Summary only. Only limited summary data is available for this year.$0.76$0.00$0.50$0.88$0.38
2013Summary only. Only limited summary data is available for this year.$1.14$0.00$0.59$0.22$0.37
2012Summary only. Only limited summary data is available for this year.$0.77$0.00$0.67$0.34$0.33
2011Summary only. Only limited summary data is available for this year.$0.43$0.00$0.54$0.50$0.04