Civic Intelligence

Loyal H Barker School PTA

990EZ • Fiscal year 2019 • EIN 95-6206543

Jul 01, 2018 to Jun 30, 2019 • Filed on Nov 12, 2019

12565 Springdale StGarden Grove, CA 92845

(714) 663-6164

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

57th percentile

0.00x

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

57th percentile

0.00x

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

68th percentile

14%

Higher net margin than 68% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

85th percentile

52%

Faster asset growth than 85% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

67th percentile

14%

Faster revenue growth than 67% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Assets

Up

$30,036

Up $10,252 (+52%) from 2018

Net Assets

$30,036

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2018

Revenue

Up

$73,857

Up $8,802 (+14%) from 2018

Expenses

Up

$63,868

Up $338 (+0.5%) from 2018

Net Income

Up

$9,989

Up $8,464 (+555%) from 2018

Historical Trend

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2011: $15,633Liabilities 2011: $02011Assets 2012: $1Liabilities 2012: $02012Assets 2013: $13,293Liabilities 2013: $02013Assets 2014: $19,964Liabilities 2014: $02014Assets 2015: $9,431Liabilities 2015: $02015Assets 2016: $14,030Liabilities 2016: $02016Assets 2017: $18,259Liabilities 2017: $02017Assets 2018: $19,784Liabilities 2018: $02018Assets 2019: $30,036Liabilities 2019: $0Net Assets 2019: $30,0362019Assets 2020: $31,501Liabilities 2020: $0Net Assets 2020: $31,5012020Assets 2021: $59,865Liabilities 2021: $0Net Assets 2021: $59,8652021Assets 2022: $49,527Liabilities 2022: $0Net Assets 2022: $49,5272022Assets 2023: $134,009Liabilities 2023: $0Net Assets 2023: $134,0092023Assets 2024: $133,507Liabilities 2024: $0Net Assets 2024: $133,5072024Assets 2025: $135,215Liabilities 2025: $0Net Assets 2025: $135,2152025

Highlighted filing

2019

Assets$30,036
Liabilities$0
Net Assets$30,036

Operations Trend

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

$100K$50K$0-$50KRevenue 2011: $52,056Expenses 2011: $52,552Net Income 2011: -$4962011Revenue 2012: $36,107Expenses 2012: $41,235Net Income 2012: -$5,1282012Revenue 2013: $34,849Expenses 2013: $32,061Net Income 2013: $2,7882013Revenue 2014: $33,894Expenses 2014: $27,223Net Income 2014: $6,6712014Revenue 2015: $36,011Expenses 2015: $46,544Net Income 2015: -$10,5332015Revenue 2016: $38,895Expenses 2016: $34,296Net Income 2016: $4,5992016Revenue 2017: $46,218Expenses 2017: $41,989Net Income 2017: $4,2292017Revenue 2018: $65,055Expenses 2018: $63,530Net Income 2018: $1,5252018Revenue 2019: $73,857Expenses 2019: $63,868Net Income 2019: $9,9892019Revenue 2020: $57,864Expenses 2020: $56,399Net Income 2020: $1,4652020Revenue 2021: $44,691Expenses 2021: $16,327Net Income 2021: $28,3642021Revenue 2022: $58,426Expenses 2022: $68,764Net Income 2022: -$10,3382022Revenue 2023: $70,611Expenses 2023: $75,848Net Income 2023: -$5,2372023Revenue 2024: $61,289Expenses 2024: $61,791Net Income 2024: -$5022024Revenue 2025: $57,553Expenses 2025: $55,845Net Income 2025: $1,7082025

Highlighted filing

2019

Revenue$73,857
Expenses$63,868
Net Income$9,989
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Nov 12, 2019
Return Version
2018v3.1
Gross Receipts
$151,173
Mission and Program Overview

Mission

Student support and enrichment

Program Services

DescriptionGrantsExpenses
STUDENT SUPPORT AND ENRICHMENT$31,321-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JODY CAREYTreasurerPT$0--
NICOLE MARITATOPresidentPT$0--
ASHLEY CAZARESSecretaryPT$0--
CHRISTIANNE PULKAVice PresidentPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Jog a Thon$79,777$79,777$19,399$60,378
Carnival$22,214$22,214$10,216$11,998
Total Events$101,991$101,991$77,316$24,675
Filing and Contact Details

Filer

Filer Name
Loyal H Barker School Pta
EIN
95-6206543
Address
12565 SPRINGDALE ST, GARDEN GROVE, CA 92845

Signing Officer

Name
Nicole Maritato
Title
President
Phone
7146636164
Signed
2019-11-12
Discuss with paid preparer
Yes

Preparer

Firm
Mark G Maughan CPA
Address
12812 VALLEY VIEW ST SUITE 12, Garden Grove, CA 92845
Preparer
Michelle Maughan-holloway
Phone
7143790000
Supplemental Narrative

Additional Explanations

List of grants and similar amounts paid Part I line 10

Activity school enrichment grantee loyal barker students relationship students of the school amount 44,995

Description of other expenses Part I line 16

Description amounthealth and welfare 132hospitality 1,339admin expenses 2,244bank fees 431library expenses 971membership expenses 1,586parent education 30teacher gifts 1,014technology 900supplies 9,926

Raw XML Appendix172 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/BooksInCareOfDetail/PersonNm0JODY CAREY
IRS990EZ/BooksInCareOfDetail/PhoneNum07146636164
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt012565 SPRINGDALE ST
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0GARDEN GROVE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092845
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt020047
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt030036
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt06838
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt09989
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0300
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt020047
IRS990EZ/Form990TotalAssetsGrp/EOYAmt030036
IRS990EZ/FundraisingGrossIncomeAmt0144335
IRS990EZ/GrantsAndSimilarAmountsPaidAmt044995
IRS990EZ/GrossReceiptsAmt0151173
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt020047
IRS990EZ/NetAssetsOrFundBalancesEOYAmt030036
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt020047
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt030036
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt08.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt112.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt28.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt38.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JODY CAREY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1NICOLE MARITATO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ASHLEY CAZARES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3CHRISTIANNE PULKA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VICE PRESIDENT
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt018573
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0STUDENT SUPPORT AND ENRICHMENT
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0STUDENT SUPPORT AND ENRICHMENT
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt031321
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt077316
IRS990EZ/SpecialEventsNetIncomeLossAmt067019
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt063868
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt073857
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt06838
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt06168
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt013789
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt01160
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt010170
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt038125
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal509Amt038125
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt06838
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt06168
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt013789
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt01160
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt010170
IRS990ScheduleA/Total509Grp/TotalAmt038125
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt06838
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt06168
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt013789
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt01160
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt010170
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt038125
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt077316
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0CARNIVAL
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0JOG A THON
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt0186
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt0186
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt022214
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt079777
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0101991
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt022214
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt079777
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0101991
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt024675
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt0140
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt0140
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt047375
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt076990
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt010216
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt019399
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt042344
IRS990ScheduleG/LicensedStatesCd0CA
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ACTIVITY SCHOOL ENRICHMENT GRANTEE LOYAL BARKER STUDENTS RELATIONSHIP STUDENTS OF THE SCHOOL AMOUNT 44,995
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION AMOUNTHEALTH AND WELFARE 132HOSPITALITY 1,339ADMIN EXPENSES 2,244BANK FEES 431LIBRARY EXPENSES 971MEMBERSHIP EXPENSES 1,586PARENT EDUCATION 30TEACHER GIFTS 1,014TECHNOLOGY 900SUPPLIES 9,926
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0List of grants and similar amounts paid Part I line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
ReturnHeader/BuildTS02020-03-31 21:24:44Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0NICOLE MARITATO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07146636164
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LOYAL H BARKER SCHOOL PTA
ReturnHeader/Filer/BusinessNameControlTxt0LOYA
ReturnHeader/Filer/EIN0956206543
ReturnHeader/Filer/USAddress/AddressLine1Txt012565 SPRINGDALE ST
ReturnHeader/Filer/USAddress/CityNm0GARDEN GROVE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092845
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0ECA5E90668446D2885CA2B7FF02C582514135B8F
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0ECA5E90668446D2885CA2B7FF02C582514135B8F
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId03019412019318anozsbo
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02019-11-14
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt047.154.3.50
ReturnHeader/FilingSecurityInformation/IPDt02019-11-14
ReturnHeader/FilingSecurityInformation/IPTm012:54:07
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0421648508
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MARK G MAUGHAN CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt012812 VALLEY VIEW ST SUITE 12
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Garden Grove
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092845
ReturnHeader/PreparerPersonGrp/PhoneNum07143790000
ReturnHeader/PreparerPersonGrp/PreparationDt02019-11-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHELLE MAUGHAN-HOLLOWAY
ReturnHeader/ReturnTs02019-11-12T17:22:05-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

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.$1.35$0.00$1.35$0.58$0.56$0.02
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.34$0.00$1.34$0.61$0.62$0.01
2023Detailed filing. Detailed filing data is available for this year.$1.34$0.00$1.34$0.71$0.76$0.05
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.50$0.00$0.50$0.58$0.69$0.10
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.60$0.00$0.60$0.45$0.16$0.28
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.32$0.00$0.32$0.58$0.56$0.01
2019Detailed filing. Detailed filing data is available for this year.$0.30$0.00$0.30$0.74$0.64$0.10
2018Summary only. Only limited summary data is available for this year.$0.20$0.00$0.65$0.64$0.02
2017Summary only. Only limited summary data is available for this year.$0.18$0.00$0.46$0.42$0.04
2016Summary only. Only limited summary data is available for this year.$0.14$0.00$0.39$0.34$0.05
2015Summary only. Only limited summary data is available for this year.$0.09$0.00$0.36$0.47$0.11
2014Summary only. Only limited summary data is available for this year.$0.20$0.00$0.34$0.27$0.07
2013Summary only. Only limited summary data is available for this year.$0.13$0.00$0.35$0.32$0.03
2012Summary only. Only limited summary data is available for this year.$0.00$0.00$0.36$0.41$0.05
2011Summary only. Only limited summary data is available for this year.$0.16$0.00$0.52$0.53$0.00