Civic Intelligence

Maie Ellis Ptsa

EIN 90-1116982 • 501(c)3 • Fallbrook, CA

Profile

Provide enrichment through learning experiences for all children

400 West Elder StFallbrook, CA 92028

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 2025

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2025

Net Margin

21st percentile

-24%

Higher net margin than 21% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2025

Asset Growth

31st percentile

-19%

Faster asset growth than 31% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

25th percentile

-30%

Faster revenue growth than 25% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$31,863

Down $7,358 (-19%) from 2024

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

$31,863

No earlier filing loaded for comparison.

Operations
Liabilities / RevenueScore unavailableNet Margin21st percentile

Revenue

Down

$38,128

Down $16,528 (-30%) from 2024

Expenses

Down

$47,199

Down $19,176 (-29%) from 2024

Net Income

Up

-$9,071

Up $2,648 (+23%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth31st percentile

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

$60K$40K$20K$0Assets 2016: $9,254Liabilities 2016: $02016Assets 2017: $6,299Net Assets 2017: $6,2992017Assets 2018: $18,116Liabilities 2018: $02018Assets 2019: $23,177Net Assets 2019: $23,1772019Assets 2020: $38,519Net Assets 2020: $38,5192020Assets 2022: $39,660Liabilities 2022: $02022Assets 2023: $45,343Net Assets 2023: $45,3432023Assets 2024: $39,221Liabilities 2024: $02024Assets 2025: $31,863Net Assets 2025: $31,8632025

Highlighted filing

2025

Assets$31,863
Liabilities-
Net Assets$31,863
Open 2025 Filing

Operations Trend

Revenue Growth25th percentile

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

$80K$60K$40K$20K$0-$20KRevenue 2016: $40,006Expenses 2016: $725Net Income 2016: $39,2812016Revenue 2017: $56,886Expenses 2017: $48,606Net Income 2017: $8,2802017Revenue 2018: $37,100Expenses 2018: $32,232Net Income 2018: $4,8682018Revenue 2019: $35,667Expenses 2019: $31,555Net Income 2019: $4,1122019Revenue 2020: $40,017Expenses 2020: $17,644Net Income 2020: $22,3732020Revenue 2022: $36,697Expenses 2022: $13,669Net Income 2022: $23,0282022Revenue 2023: $58,457Expenses 2023: $57,693Net Income 2023: $7642023Revenue 2024: $54,656Expenses 2024: $66,375Net Income 2024: -$11,7192024Revenue 2025: $38,128Expenses 2025: $47,199Net Income 2025: -$9,0712025

Highlighted filing

2025

Revenue$38,128
Expenses$47,199
Net Income-$9,071
Open 2025 Filing

Filings

Most recent year

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

Open filing
Assets
$31,863
Liabilities
-
Net assets
$31,863
Revenue
$38,128
Expenses
$47,199
Net income
-$9,071
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$31.9$31.9$38.1$47.2$9.07
2024Summary only. Only limited summary data is available for this year.$39.2$0.00$54.7$66.4$11.7
2023Detailed filing. Detailed filing data is available for this year.$45.3$45.3$58.5$57.7$0.76
2022Summary only. Only limited summary data is available for this year.$39.7$0.00$36.7$13.7$23.0
2020Detailed filing. Detailed filing data is available for this year.$38.5$38.5$40.0$17.6$22.4
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$23.2$23.2$35.7$31.6$4.11
2018Summary only. Only limited summary data is available for this year.$18.1$0.00$37.1$32.2$4.87
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.30$6.30$56.9$48.6$8.28
2016Summary only. Only limited summary data is available for this year.$9.25$0.00$40.0$0.73$39.3
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Oct 20, 2025
Return Version
2024v5.2
Gross Receipts
$58,749
Mission and Program Overview

Mission

Provide enrichment through learning experiences for all children

Program Services

DescriptionGrantsExpenses
FIELD TRIPS FOR ALL GRADE LEVELS-$8,630
PROVIDE YEARBOOKS AND SCHOOL THEMED CLOTHING FOR PURCHASE-$3,017
PROVIDE SUPPLEMENTAL ART LESSONS FOR GRADES K-6-$229
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KOURTNEY LUCYPresident-$0--
JENNY MONTGOMERYVice President-$0--
DARLENE BRYDONSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Maie Ellis Ptsa
EIN
90-1116982
Phone
7607314132
Address
400 WEST ELDER ST, FALLBROOK, CA 92028

Signing Officer

Name
Autumn Ortiz
Title
Treasurer
Phone
7607314132
Signed
2025-10-20
Discuss with paid preparer
No

Preparer

Firm
Hrb Tax Group Inc
Address
1301 MAIN ST STE 101B, KANSAS CITY, MO 64105
Preparer
Sherry Weishaar
Phone
8004725625
Supplemental Narrative

Additional Explanations

Part 1 Line 16

“Program expenses $16576.80 other programs $23547.57”

Raw XML Appendix123 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BenefitsPaidToOrForMembersAmt04612
IRS990EZ/BooksInCareOfDetail/PersonNm0SUSAN LIEBES
IRS990EZ/BooksInCareOfDetail/PhoneNum07607314132
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0400 WEST ELDER ST
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Fallbrook
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092028
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt039221
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt031863
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-9071
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt039221
IRS990EZ/Form990TotalAssetsGrp/EOYAmt031863
IRS990EZ/FundraisingGrossIncomeAmt048577
IRS990EZ/GrantsAndSimilarAmountsPaidAmt02463
IRS990EZ/GrossReceiptsAmt058749
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt01024
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt039221
IRS990EZ/NetAssetsOrFundBalancesEOYAmt030150
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt039221
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt031863
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0KOURTNEY LUCY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JENNY MONTGOMERY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2DARLENE BRYDON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt040124
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROVIDE ENRICHMENT THROUGH LEARNING EXPERIENCES FOR ALL CHILDREN
IRS990EZ/ProgramServiceRevenueAmt09148
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDE SUPPLEMENTAL ART LESSONS FOR GRADES K-6
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1FIELD TRIPS FOR ALL GRADE LEVELS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2PROVIDE YEARBOOKS AND SCHOOL THEMED CLOTHING FOR PURCHASE
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0229
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt18630
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt23017
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt020621
IRS990EZ/SpecialEventsNetIncomeLossAmt027956
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt047199
IRS990EZ/TotalProgramServiceExpensesAmt011876
IRS990EZ/TotalRevenueAmt038128
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt01024
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt018996
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt019372
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt01866
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt041258
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt041258
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt01024
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt018996
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt019372
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt01866
IRS990ScheduleA/Total509Grp/TotalAmt041258
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt01024
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt018996
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt019372
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt01866
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt041258
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PROGRAM EXPENSES $16576.80 OTHER PROGRAMS $23547.57
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0PART 1 LINE 16
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0AUTUMN ORTIZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07607314132
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-10-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MAIE ELLIS PTSA
ReturnHeader/Filer/BusinessNameControlTxt0MAIE
ReturnHeader/Filer/EIN0901116982
ReturnHeader/Filer/PhoneNum07607314132
ReturnHeader/Filer/USAddress/AddressLine1Txt0400 WEST ELDER ST
ReturnHeader/Filer/USAddress/CityNm0FALLBROOK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092028
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0431871840
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HRB TAX GROUP INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01301 MAIN ST STE 101B
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0KANSAS CITY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd064105
ReturnHeader/PreparerPersonGrp/PhoneNum08004725625
ReturnHeader/PreparerPersonGrp/PreparationDt02025-10-20
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Sherry Weishaar
ReturnHeader/ReturnTs02025-10-20T20:24:35Z
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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