Liabilities / Assets
60th percentile
Tied with the lowest-debt nonprofits in its peer group.
John Muir Fundamental School
EIN 82-1917392 • 501(c)3 • Santa Ana, CA
990-N Coverage
Profile
The mission of the California State PTA is to positively impact the lives of all children and families by representing our members, and empowering and supporting them with skills in advocacy, leadership and communications.
Siviq Scores
Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.
0.00x
Liabilities / Revenue
62nd percentile
Tied with the lowest-debt nonprofits in its peer group.
Net Margin
57th percentile
Higher net margin than 57% of similar nonprofits.
Top Officer Pay
81st percentile
Higher top officer pay than 81% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
Score unavailable
No earlier valid filing was available within the previous three public years.
Revenue Growth
Score unavailable
No earlier valid filing was available within the previous three public years.
Balance Sheet
Assets
$22,562
No earlier filing loaded for comparison.
Liabilities
$0
No earlier filing loaded for comparison.
Net Assets
$22,562
No earlier filing loaded for comparison.
Revenue
$111,328
No earlier filing loaded for comparison.
Expenses
$105,465
No earlier filing loaded for comparison.
Net Income
$5,863
No earlier filing loaded for comparison.
Trend Graphs
Filings
Most recent year
2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $22,562
- Liabilities
- $0
- Net assets
- $22,562
- Revenue
- $111,328
- Expenses
- $105,465
- Net income
- $5,863
Latest Filing Detail
Jump To
Filing Snapshot
- Filing Period
- Jul 1, 2017 to Jun 30, 2018
- Signed
- Jan 28, 2020
- Return Version
- 2017v2.3
- Gross Receipts
- $111,328
Mission and Program Overview
Mission
The mission of the California State PTA is to positively impact the lives of all children and families by representing our members, and empowering and supporting them with skills in advocacy, leadership and communications.
Program Services
| Description | Grants | Expenses |
|---|---|---|
| Special item sales of shirts, pens, pencils, community discount cards and food projects such as snackbars, allow the students to develop entrepreneurial skills themselves while working in a spirit of cooperation with other student, teachers and parents. | $0 | $56,380 |
| The annual carnival encourages the students, parents and teachers to participate in creative and fun activities while at the same time inviting the community to participate and support the students, parents and teachers. | $0 | $28,181 |
| The PTA's annual bookfair was conducted. The Book Fair inspires the students to add to their education an additional reading component to further promote reading skills such as focus and comprehension. Through reading the children develop creativity that they can bring to their other subjects. | $0 | $17,515 |
| The PTA's field trips allow the students to expand thier knowledge beyond the school gates, investigate other organizational activities, gain new skill sets by visiting others and integrate these new skills into their educational activities. | $0 | $3,389 |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| Jocelyn Ladesma | Ways & Means | - | $0 | - | - |
| Naye Morales | Executive Vice President, | - | $0 | - | - |
| Cesar Iberri | Treasurer | PT | $0 | - | - |
| Andriana Garibay | Secretary | - | $0 | - | - |
| Blanca Chamu | President | - | $0 | - | - |
Filing and Contact Details
Filer
- Filer Name
- John Muir Fundamental School
- EIN
- 82-1917392
- Phone
- 7149726700
- Address
- 1951 Mabury St, Santa Ana, CA 92705
Signing Officer
- Name
- Nicole Ryan
- Title
- Treasurer
- Phone
- 7149726700
- Signed
- 2020-01-28
- Discuss with paid preparer
- Yes
Preparer
- Firm
- Fleming & Co CPAs
- Address
- 23665 Birtcher Drive, Lake Forest, CA 92630
- Preparer
- Margaret R Fleming CPAMST
- Phone
- 9495868002
Supplemental Narrative
Additional Explanations
Form 990-EZ, Part I, Line 16 - Other Expenses
“Description: Council, District, State, National Membership Dues. Amount: 45. Description: Bank Fees. Amount: 120. Description: Hospitality. Amount: 1,130. Description: Membership Expense. Amount: 1,130. Description: PTA Insurance. Amount: 614. Description: Office Supplies. Amount: 573. Description: Tax Filing Fees. Amount: 330. Description: Programs. Amount: 33,235. Description: Fundraising Events. Amount: 43,892. Description: Teacher Appreciation/Gifts. Amount: 5,053. Description: NSF/Adjustments. Amount: 568. Description: Gifts. Amount: 17,003. Total to Form 990-EZ, line 16: 103,693.”
Raw XML Appendix171 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/StateAbbreviationCd | 0 | CA |
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| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 1207 |
| IRS990EZ/FiledScheduleAInd | 0 | 1 |
| IRS990EZ/ForeignFinancialAccountInd | 0 | 0 |
| IRS990EZ/ForeignOfficeInd | 0 | 0 |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 16699 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 22562 |
| IRS990EZ/GrossReceiptsAmt | 0 | 111328 |
| IRS990EZ/GroupExemptionNum | 0 | 0646 |
| IRS990EZ/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartVInd | 0 | X |
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| IRS990EZ/MembershipDuesAmt | 0 | 2325 |
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| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 4.00 |
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| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 3 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 4 | 4.00 |
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| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
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| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 0 | 0 |
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| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | Naye Morales |
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| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | Andriana Garibay |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 4 | Blanca Chamu |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | Ways & Means |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | Executive Vice President, |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | Treasurer |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | Secretary |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 4 | President |
| IRS990EZ/OperateHospitalInd | 0 | 0 |
| IRS990EZ/Organization501c3Ind | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | 0 |
| IRS990EZ/OrganizationHadUBIInd | 0 | 0 |
| IRS990EZ/OtherChangesInNetAssetsAmt | 0 | 0 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 103693 |
| IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt | 0 | NONE |
| IRS990EZ/PartVIOfCompOfHghstPdEmplTxt | 0 | NONE |
| IRS990EZ/PoliticalCampaignActyInd | 0 | 0 |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | The mission of the California State PTA is to positively impact the lives of all children and families by representing our members, and empowering and supporting them with skills in advocacy, leadership and communications. |
| IRS990EZ/PrintingPublicationsPostageAmt | 0 | 565 |
| IRS990EZ/ProgramServiceRevenueAmt | 0 | 27752 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | The PTA's annual bookfair was conducted. The Book Fair inspires the students to add to their education an additional reading component to further promote reading skills such as focus and comprehension. Through reading the children develop creativity that they can bring to their other subjects. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 1 | The PTA's field trips allow the students to expand thier knowledge beyond the school gates, investigate other organizational activities, gain new skill sets by visiting others and integrate these new skills into their educational activities. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 2 | The annual carnival encourages the students, parents and teachers to participate in creative and fun activities while at the same time inviting the community to participate and support the students, parents and teachers. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 3 | Special item sales of shirts, pens, pencils, community discount cards and food projects such as snackbars, allow the students to develop entrepreneurial skills themselves while working in a spirit of cooperation with other student, teachers and parents. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 0 | 0 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 1 | 0 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 2 | 0 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 3 | 0 |
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| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 2 | 28181 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 3 | 56380 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | 0 |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | 0 |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SchoolOperatingInd | 0 | 0 |
| IRS990EZ/StatesWhereCopyOfReturnIsFldCd | 0 | CA |
| IRS990EZ/SubjectToProxyTaxInd | 0 | 0 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt | 0 | 0 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 0 |
| IRS990EZ/TanningServicesProvidedInd | 0 | 0 |
| IRS990EZ/TaxImposedOnOrganizationMgrAmt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4911Amt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4912Amt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4955Amt | 0 | 0 |
| IRS990EZ/TaxReimbursedByOrganizationAmt | 0 | 0 |
| IRS990EZ/TotalExpensesAmt | 0 | 105465 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 105465 |
| IRS990EZ/TotalRevenueAmt | 0 | 111328 |
| IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd | 0 | 0 |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | N/A |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt | 0 | 83576 |
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| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 51847 |
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| IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt | 0 | 27752 |
| IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt | 0 | 36605 |
| IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 41948 |
| IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 46672 |
| IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt | 0 | 34144 |
| IRS990ScheduleA/OtherIncome170Grp/TotalAmt | 0 | 187121 |
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| IRS990ScheduleA/PublicSupportPY170Pct | 0 | 0.68320 |
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| IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind | 0 | X |
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| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt | 0 | 97560 |
| IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt | 0 | 342505 |
| IRS990ScheduleA/TotalSupportAmt | 0 | 529626 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | Description: Council, District, State, National Membership Dues. Amount: 45. Description: Bank Fees. Amount: 120. Description: Hospitality. Amount: 1,130. Description: Membership Expense. Amount: 1,130. Description: PTA Insurance. Amount: 614. Description: Office Supplies. Amount: 573. Description: Tax Filing Fees. Amount: 330. Description: Programs. Amount: 33,235. Description: Fundraising Events. Amount: 43,892. Description: Teacher Appreciation/Gifts. Amount: 5,053. Description: NSF/Adjustments. Amount: 568. Description: Gifts. Amount: 17,003. Total to Form 990-EZ, line 16: 103,693. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | Form 990-EZ, Part I, Line 16 - Other Expenses |
| TransferPrsnlBnftContractsDecl/DeclarationDesc | 0 | The organization did not, during the year, receive any funds, directly,or indirectly, to pay premiums on a personal benefit contract.The organization, did not, during the year, pay any premiums, directly,or indirectly, on a personal benefit contract. |
| ReturnHeader/BuildTS | 0 | 2020-09-23 17:36:50Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | 1 |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | Nicole Ryan |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | Treasurer |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 7149726700 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2020-01-28 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | John Muir Fundamental School |
| ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt | 0 | PFO Inc |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | JOHN |
| ReturnHeader/Filer/EIN | 0 | 821917392 |
| ReturnHeader/Filer/PhoneNum | 0 | 7149726700 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 1951 Mabury St |
| ReturnHeader/Filer/USAddress/CityNm | 0 | Santa Ana |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | CA |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 92705 |
| ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId | 0 | EA6DF4663BBC171BA3E7957A1876BD157E8CA7C7 |
| ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId | 0 | D17DF25BF779DF8B4A250BBA9E29481714E69A9B |
| ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd | 0 | P |
| ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt | 0 | 98.189.135.196 |
| ReturnHeader/FilingSecurityInformation/IPDt | 0 | 2020-01-28 |
| ReturnHeader/FilingSecurityInformation/IPTimezoneCd | 0 | PS |
| ReturnHeader/FilingSecurityInformation/IPTm | 0 | 10:40:54 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 330649501 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | Fleming & Co CPAs |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 23665 Birtcher Drive |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | Lake Forest |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | CA |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 92630 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 9495868002 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2020-01-28 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | Margaret R Fleming CPAMST |
| ReturnHeader/ReturnTs | 0 | 2020-01-28T12:42:53-06:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2017-07-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2018-06-30 |
| ReturnHeader/TaxYr | 0 | 2017 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.