Civic Intelligence

Joli Ann Leichtag Elementary

EIN 94-3434482 • 501(c)3 • Vista, CA

Profile

Aid to students and staff to support educational activities

653 Poinsettia AveVista, CA 92081

n/A

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

61st percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

14th percentile

-48%

Higher net margin than 14% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2020

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 2016

Asset Growth

19th percentile

-44%

Faster asset growth than 19% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

21st percentile

-39%

Faster revenue growth than 21% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$10,491

Down $8,367 (-44%) from 2019

Liabilities

Flat

$0

Flat from 2019

Net Assets

-

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue61st percentileNet Margin14th percentile

Revenue

Down

$17,313

Down $11,065 (-39%) from 2019

Expenses

Up

$25,680

Up $8,407 (+49%) from 2019

Net Income

Down

-$8,367

Down $19,472 (-175%) from 2019

Trend Graphs

Balance Sheet Trend

Asset Growth19th percentile

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

$20K$15K$10K$5.0K$0Assets 2012: $10,454Liabilities 2012: $02012Assets 2013: $1Liabilities 2013: $02013Assets 2014: $1Liabilities 2014: $0Net Assets 2014: $02014Assets 2015: $7,836Liabilities 2015: $0Net Assets 2015: $7,8362015Assets 2016: $7,421Liabilities 2016: $0Net Assets 2016: $7,4212016Assets 2017: $352Liabilities 2017: $0Net Assets 2017: $3522017Assets 2018: $7,753Liabilities 2018: $0Net Assets 2018: $7,7532018Assets 2019: $18,858Liabilities 2019: $02019Assets 2020: $10,491Liabilities 2020: $02020

Highlighted filing

2020

Assets$10,491
Liabilities$0
Net Assets-
Open 2020 Filing

Operations Trend

Revenue Growth21st percentile

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

$60K$40K$20K$0-$20KRevenue 2012: $43,145Expenses 2012: $33,331Net Income 2012: $9,8142012Revenue 2013: $0Expenses 2013: $0Net Income 2013: $02013Revenue 2014: $0Expenses 2014: $0Net Income 2014: $02014Revenue 2015: $41,265Expenses 2015: $33,429Net Income 2015: $7,8362015Revenue 2016: $27,917Expenses 2016: $28,332Net Income 2016: -$4152016Revenue 2017: $19,831Expenses 2017: $26,535Net Income 2017: -$6,7042017Revenue 2018: $26,424Expenses 2018: $19,023Net Income 2018: $7,4012018Revenue 2019: $28,378Expenses 2019: $17,273Net Income 2019: $11,1052019Revenue 2020: $17,313Expenses 2020: $25,680Net Income 2020: -$8,3672020

Highlighted filing

2020

Revenue$17,313
Expenses$25,680
Net Income-$8,367
Open 2020 Filing

Filings

Most recent year

2020 • Form 990EZSummary only. Only limited summary data is available for this year.

Open filing
Assets
$10,491
Liabilities
$0
Net assets
-
Revenue
$17,313
Expenses
$25,680
Net income
-$8,367
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2020Summary only. Only limited summary data is available for this year.$10.5$0.00$17.3$25.7$8.37
2019Summary only. Only limited summary data is available for this year.$18.9$0.00$28.4$17.3$11.1
2018Detailed filing. Detailed filing data is available for this year.$7.75$0.00$7.75$26.4$19.0$7.40
2017Detailed filing. Detailed filing data is available for this year.$0.35$0.00$0.35$19.8$26.5$6.70
2016Detailed filing. Detailed filing data is available for this year.$7.42$0.00$7.42$27.9$28.3$0.42
2015Detailed filing. Detailed filing data is available for this year.$7.84$0.00$7.84$41.3$33.4$7.84
2014Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.00$0.00
2013Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$0.00$0.00
2012Summary only. Only limited summary data is available for this year.$10.5$0.00$43.1$33.3$9.81
Latest Detailed Filing

The latest 2020 filing currently has summary financial data only. Showing the latest detailed filing from 2018 below.

Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Jul 1, 2018
Return Version
2017v2.2
Gross Receipts
$26,424
Mission and Program Overview

Mission

Aid to students and staff to support educational activities

Program Services

DescriptionGrantsExpenses
AID TO STUDENTS AND STAFF TO SUPPORT EDUCATIONAL ACTIVITIES$19,023-
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LINDSEY WARDVice President-$0--
KILEY CASTANONPresident-$0--
TYANNA PERRYSecretary-$0--
ERIKA DURINTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Joli Ann Leichtag Elementary
EIN
94-3434482
Phone
7602902852
Address
653 POINSETTIA AVE, VISTA, CA 92081

Signing Officer

Name
Pat Walker
Title
Office Manager
Signed
2018-07-01
Discuss with paid preparer
Yes

Preparer

Firm
Teri A Cohen CPA APC INC
Address
780 Fulton Road, San Marcos, CA 92069-2072
Preparer
Teri a Cohen
Phone
7607449696
Supplemental Narrative

Additional Explanations

Other Expenses.1

“YEARBOOK $4953”

Other Expenses.2

“ASSEMBLIES $3062”

Other Expenses.3

“FUNDRAISER EXPENSE $2663”

Other Expenses.4

“STAFF SUPPORT $1148”

Other Expenses.5

“TRACK SUPPORT $1083”

Other Expenses.6

“GENERAL EXPENSE $901”

Other Expenses.7

“TAXES AND FEES $805”

Other Expenses.8

“AR SUPPORT $757”

Other Expenses.9

“STUDENT AWARDS $603”

Other Expenses.10

“MAKER EPACE $585”

Other Expenses.11

“PICNIC EXPENSES $478”

Other Expenses.12

“OPEN HOUSE EXPENSE $380”

Other Expenses.13

“T SHIRT SALES $345”

Other Expenses.14

“SUPPLIES $332”

Other Expenses.15

“CLUB SUPPORT $322”

Other Expenses.16

“PARTY EXPENSE $221”

Other Expenses.17

“X-MAS CRAFT $196”

Other Expenses.18

“STUDENT SUPPORT $190”

Other Expenses.19

“TRANSPORTATION $169”

Other Expenses.20

“FIELD DAY $130”

Other Expenses.21

“BATHROOM ART $58”

Other Expenses.22

“FEES & PERMITS $58”

Other Expenses.23

“CNS $45”

Other Expenses.24

“CLASSROOM SUPPORT $40”

Other Expenses.25

“SAFETY ZONE $35”

Other Expenses.36

“FIELD TRIP EXPENSE $-536”

Raw XML Appendix184 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/OfficerDirectorTrusteeEmplGrp/TitleTxt0Vice President
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IRS990EZ/OperateHospitalInd0false
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IRS990EZ/OtherExpensesTotalAmt019023
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IRS990EZ/PrimaryExemptPurposeTxt0AID TO STUDENTS AND STAFF TO SUPPORT EDUCATIONAL ACTIVITIES
IRS990EZ/ProgramServiceRevenueAmt022611
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IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt019023
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
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IRS990EZ/TotalExpensesAmt019023
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IRS990EZ/TotalRevenueAmt026424
IRS990EZ/TransactionWithControlEntInd0false
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IRS990EZ/WebsiteAddressTxt0N/A
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0YEARBOOK $4953
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ASSEMBLIES $3062
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2FUNDRAISER EXPENSE $2663
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3STAFF SUPPORT $1148
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4TRACK SUPPORT $1083
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6TAXES AND FEES $805
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9MAKER EPACE $585
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11OPEN HOUSE EXPENSE $380
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12T SHIRT SALES $345
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13SUPPLIES $332
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14CLUB SUPPORT $322
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15PARTY EXPENSE $221
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16X-MAS CRAFT $196
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17STUDENT SUPPORT $190
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt18TRANSPORTATION $169
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt19FIELD DAY $130
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt20BATHROOM ART $58
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt21FEES & PERMITS $58
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt22CNS $45
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt23CLASSROOM SUPPORT $40
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt24SAFETY ZONE $35
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt25FIELD TRIP EXPENSE $-536
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.2
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.4
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.8
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.10
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Other Expenses.14
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Other Expenses.15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Other Expenses.16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc16Other Expenses.17
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc17Other Expenses.18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc18Other Expenses.19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc19Other Expenses.20
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc21Other Expenses.22
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc22Other Expenses.23
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc23Other Expenses.24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc24Other Expenses.25
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc25Other Expenses.36
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0PAT WALKER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0OFFICE MANAGER
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-07-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JOLI ANN LEICHTAG ELEMENTARY
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0SCHOOL PTO
ReturnHeader/Filer/BusinessNameControlTxt0JOLI
ReturnHeader/Filer/EIN0943434482
ReturnHeader/Filer/PhoneNum07602902852
ReturnHeader/Filer/USAddress/AddressLine1Txt0653 POINSETTIA AVE
ReturnHeader/Filer/USAddress/CityNm0VISTA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092081
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0330174688
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Teri A Cohen CPA APC INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0780 Fulton Road
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0San Marcos
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0920692072
ReturnHeader/PreparerPersonGrp/PhoneNum07607449696
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TERI A COHEN
ReturnHeader/ReturnTs02018-08-28T09:31:20-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

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