Civic Intelligence

Herk Bouris Elementary PTA

EIN 90-0862582 • 501(c)3 • Lake Elsinore, CA

Profile

PTA ORGANIZATION

34257 Kalanchoe RdLake Elsinore, CA 92532

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2015

Liabilities / Revenue

62nd percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2015

Net Margin

18th percentile

-33%

Higher net margin than 18% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

Score unavailable

No value available

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

Source year 2015

Revenue Growth

Score unavailable

No value available

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

Source year 2015

Assets

$0

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Net Assets

$0

No earlier filing loaded for comparison.

Revenue

$20,425

No earlier filing loaded for comparison.

Expenses

$27,243

No earlier filing loaded for comparison.

Net Income

-$6,818

No earlier filing loaded for comparison.

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$0Assets 2015: $0Liabilities 2015: $0Net Assets 2015: $02015

Highlighted filing

2015

Assets$0
Liabilities$0
Net Assets$0

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$30K$20K$10K$0-$10KRevenue 2015: $20,425Expenses 2015: $27,243Net Income 2015: -$6,8182015

Highlighted filing

2015

Revenue$20,425
Expenses$27,243
Net Income-$6,818

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2015Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$20.4$27.2$6.82
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Oct 29, 2015
Return Version
2014v5.0
Gross Receipts
$66,346
Mission and Program Overview

Mission

PTA ORGANIZATION

Program Services

DescriptionGrantsExpenses
CONDUCTED SEVERAL FUNDRAISERS AND AWARDED STUDENTS$0$0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
SUSAN CANTACESSIPresidentPT$0--
NICOLE SPEARSecretaryPT$0--
SAMANTHA MORRISSONTreasurerPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fall Fundraiser$17,249$17,249$10,358$6,891
Spell a Thon$9,083$9,083$15,536$-6,453
Total Events$51,514$51,514$45,921$5,593
Filing and Contact Details

Filer

Filer Name
Herk Bouris Elementary Pta
EIN
90-0862582
Phone
9516723900
Address
34257 KALANCHOE RD, LAKE ELSINORE, CA 92532

Signing Officer

Name
Samantha Morrison
Title
Treasurer
Phone
9516723900
Signed
2015-10-29
Discuss with paid preparer
Yes

Preparer

Firm
Prudhomme Associates Cpas Inc
Address
43460 RIDGE PARK DRIVE SUITE 220, TEMECULA, CA 92590
Preparer
Gregory J Prudhommecpa
Phone
9516763131
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8 - Other Revenue

Description: miscellaneous income. Amount: 14,238.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: . Grantee name: menifee union school district. Grantee address: 34257 kalanchoe rd lake elsinore, ca 92532. Property description: cash. Method used to determine book value: actual value of cash. Method used to determine fmv: actual value of cash. Book value of property: 8,670. Date of gift: 08/06/15. Amount given: 8,670.

Form 990-ez, Part I, Line 16 - Other Expenses

Description: awards and workshops. Amount: 3,040. Description: general and admin expenses. Amount: 7,509. Description: assemblies expenses. Amount: 5,564. Description: office expense. Amount: 2,260. Total to form 990-ez, line 16: 18,373.

Raw XML Appendix179 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/BooksInCareOfDetail/USAddress/CityNm0LAKE ELSINORE
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
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IRS990EZ/OtherRevenueTotalAmt014238
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IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0PTA ORGANIZATION
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IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SpecialEventsDirectExpensesAmt045921
IRS990EZ/SpecialEventsNetIncomeLossAmt05593
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt027243
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt020425
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0594
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt062332
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt062926
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt065752
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IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
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IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt066346
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IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0128678
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt09083
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IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt06
IRS990ScheduleN/AssetsDistributedInd01
IRS990ScheduleN/AttorneyGeneralNotifiedInd01
IRS990ScheduleN/BondsOutstandingInd00
IRS990ScheduleN/DirectorOfSuccessorInd00
IRS990ScheduleN/EmployeeOfSuccessorInd00
IRS990ScheduleN/LiabilitiesPaidInd00
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/AssetsDistriOrExpnssPaidDesc0CASH
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/BusinessName/BusinessNameLine1Txt0MENIFEE UNION SCHOOL DISTRICT
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/DistributionDt02015-08-06
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/EIN0330818166
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/FairMarketValueOfAssetAmt08670
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/IRCSectionTxt0SCHOOL
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/MethodOfFMVDeterminationTxt0ACTUAL VALUE OF CASH
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/AddressLine1Txt034257 KALANCHOE RD
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/CityNm0LAKE ELSINORE
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/StateAbbreviationCd0CA
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/ZIPCd092532
IRS990ScheduleN/OwnerOfSuccessorInd00
IRS990ScheduleN/ReceiveCompensationInd00
IRS990ScheduleN/RequiredToNotifyAGInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: MISCELLANEOUS INCOME. AMOUNT: 14,238.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACTIVITY CLASSIFICATION: . GRANTEE NAME: MENIFEE UNION SCHOOL DISTRICT. GRANTEE ADDRESS: 34257 KALANCHOE RD LAKE ELSINORE, CA 92532. PROPERTY DESCRIPTION: CASH. METHOD USED TO DETERMINE BOOK VALUE: ACTUAL VALUE OF CASH. METHOD USED TO DETERMINE FMV: ACTUAL VALUE OF CASH. BOOK VALUE OF PROPERTY: 8,670. DATE OF GIFT: 08/06/15. AMOUNT GIVEN: 8,670.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: AWARDS AND WORKSHOPS. AMOUNT: 3,040. DESCRIPTION: GENERAL AND ADMIN EXPENSES. AMOUNT: 7,509. DESCRIPTION: ASSEMBLIES EXPENSES. AMOUNT: 5,564. DESCRIPTION: OFFICE EXPENSE. AMOUNT: 2,260. TOTAL TO FORM 990-EZ, LINE 16: 18,373.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8 - OTHER REVENUE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE 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/BuildTS02016-04-25 22:37:26Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0SAMANTHA MORRISON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09516723900
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-10-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HERK BOURIS ELEMENTARY PTA
ReturnHeader/Filer/BusinessNameControlTxt0HERK
ReturnHeader/Filer/EIN0900862582
ReturnHeader/Filer/PhoneNum09516723900
ReturnHeader/Filer/USAddress/AddressLine1Txt034257 KALANCHOE RD
ReturnHeader/Filer/USAddress/CityNm0LAKE ELSINORE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092532
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0272758510
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PRUDHOMME ASSOCIATES CPAS INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt043460 RIDGE PARK DRIVE SUITE 220
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0TEMECULA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092590
ReturnHeader/PreparerPersonGrp/PhoneNum09516763131
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GREGORY J PRUDHOMMECPA
ReturnHeader/ReturnTs02015-10-30T12:03:59-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

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