Civic Intelligence

PTA Morse Elementary School

990EZ • Fiscal year 2019 • EIN 95-6208444

Jul 01, 2018 to Jun 30, 2019 • Filed on Oct 09, 2019

431 E Morse AvePlacentia, CA 92870

(714) 524-6300

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$37,539

Flat from 2019

Net Assets

$37,539

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

Flat

$63,952

Flat from 2019

Expenses

Flat

$65,144

Flat from 2019

Net Income

Flat

-$1,192

Flat from 2019

Historical Trend

Balance Sheet Trend

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

$80K$60K$40K$20K$0Assets 2011: $36,392Liabilities 2011: $02011Assets 2012: $40,342Liabilities 2012: $02012Assets 2013: $39,958Liabilities 2013: $02013Assets 2014: $42,675Net Assets 2014: $42,6752014Assets 2015: $56,286Liabilities 2015: $02015Assets 2016: $34,918Liabilities 2016: $02016Assets 2017: $43,938Liabilities 2017: $02017Assets 2018: $38,731Net Assets 2018: $38,7312018Assets 2019: $37,539Net Assets 2019: $37,5392019Assets 2019: $37,539Liabilities 2019: $02019Assets 2020: $45,487Net Assets 2020: $45,4872020Assets 2021: $27,868Net Assets 2021: $27,8682021Assets 2022: $32,608Net Assets 2022: $32,6082022Assets 2023: $45,861Net Assets 2023: $45,8612023Assets 2024: $53,323Liabilities 2024: $02024Assets 2025: $60,717Net Assets 2025: $60,7172025

Highlighted filing

2019

Assets$37,539
Liabilities-
Net Assets$37,539

Operations Trend

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

$100K$50K$0-$50KRevenue 2011: $65,497Expenses 2011: $56,330Net Income 2011: $9,1672011Revenue 2012: $73,267Expenses 2012: $69,317Net Income 2012: $3,9502012Revenue 2013: $78,883Expenses 2013: $79,267Net Income 2013: -$3842013Revenue 2014: $62,250Expenses 2014: $59,533Net Income 2014: $2,7172014Revenue 2015: $67,891Expenses 2015: $54,280Net Income 2015: $13,6112015Revenue 2016: $69,784Expenses 2016: $91,152Net Income 2016: -$21,3682016Revenue 2017: $76,194Expenses 2017: $67,174Net Income 2017: $9,0202017Revenue 2018: $72,057Expenses 2018: $77,264Net Income 2018: -$5,2072018Revenue 2019: $63,952Expenses 2019: $65,144Net Income 2019: -$1,1922019Revenue 2019: $63,952Expenses 2019: $65,144Net Income 2019: -$1,1922019Revenue 2020: $58,182Expenses 2020: $50,234Net Income 2020: $7,9482020Revenue 2021: $3,881Expenses 2021: $21,500Net Income 2021: -$17,6192021Revenue 2022: $60,412Expenses 2022: $55,672Net Income 2022: $4,7402022Revenue 2023: $65,588Expenses 2023: $52,335Net Income 2023: $13,2532023Revenue 2024: $75,709Expenses 2024: $68,247Net Income 2024: $7,4622024Revenue 2025: $78,711Expenses 2025: $71,317Net Income 2025: $7,3942025

Highlighted filing

2019

Revenue$63,952
Expenses$65,144
Net Income-$1,192
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Oct 9, 2019
Return Version
2018v3.1
Gross Receipts
$74,124
Mission and Program Overview

Mission

The organization's purpose is to provide services, equipment and educational programs and supplies in support and enhancement of quality education and pride in our school and community.

Program Services

DescriptionGrantsExpenses
Facilitate programs to enhance student education and family and community spirit such as 6th grade field trip, book fair, family night activities, yearbook, etc.$39,082-
Provide funds for field trips and assemblies and a math program to enhance student education.$16,380-
Provide school projects and gifts such as classroom and teacher supplies, hospitality, website, emergency preparedness supplies, etc.$8,433-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jake PonPresidentPT$0--
Ari LopezVice PresidentPT$0--
Marilyn EsponizaSecretary-$0--
Jason PfefferkornTreasurer-$0--
Tina MartinezAuditor-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fall Fundraiser - Product Sale$13,549$13,549$7,079$6,470
Jog-a-thon$8,985$8,985$1,404$7,581
Total Events$22,534$22,534$8,483$14,051
Filing and Contact Details

Filer

Filer Name
Morse Elementary School PTA
EIN
95-6208444
Phone
7145246300
Address
431 E Morse Ave, Placentia, CA 92870

Signing Officer

Name
Jake Pon
Title
President
Signed
2019-10-09
Discuss with paid preparer
Yes

Preparer

Firm
Kathleen E Hetrick CPA
Address
519 S Basque Avenue, Fullerton, CA 92833
Preparer
Kathleen E Hetrick
Phone
7148706380
Supplemental Narrative

Additional Explanations

Other Expenses.1

6th Grade Activities $28206

Other Expenses.2

Assemblies $6982

Other Expenses.3

Bookfair $6654

Other Expenses.4

Field Trips $5398

Other Expenses.5

Math Program $4000

Other Expenses.6

Yearbook $3114

Other Expenses.7

Emergency Preparedness $2004

Other Expenses.8

Website $2000

Other Expenses.9

Other school programs $1994

Other Expenses.10

Hospitality $1311

Other Expenses.11

Classroom supplies $1124

Other Expenses.12

Family Night $767

Other Expenses.13

Tax Preparation $510

Other Expenses.14

Other admin exp $482

Other Expenses.15

Other program service exp. $341

Other Expenses.16

Insurance $232

Other Expenses.17

Registry of Charitable Trusts $25

Raw XML Appendix216 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt06th Grade Activities $28206
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Assemblies $6982
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Bookfair $6654
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Field Trips $5398
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Math Program $4000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Yearbook $3114
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Emergency Preparedness $2004
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Website $2000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Other school programs $1994
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Hospitality $1311
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Classroom supplies $1124
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Family Night $767
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Tax Preparation $510
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Other admin exp $482
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14Other program service exp. $341
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15Insurance $232
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16Registry of Charitable Trusts $25
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.10
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ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Jake Pon
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-10-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Morse Elementary School PTA
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CA Congress of Parents & Teachers Inc
ReturnHeader/Filer/BusinessNameControlTxt0MORS
ReturnHeader/Filer/EIN0956208444
ReturnHeader/Filer/PhoneNum07145246300
ReturnHeader/Filer/USAddress/AddressLine1Txt0431 E Morse Ave
ReturnHeader/Filer/USAddress/CityNm0Placentia
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092870
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0473963023
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Kathleen E Hetrick CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0519 S Basque Avenue
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Fullerton
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092833
ReturnHeader/PreparerPersonGrp/PhoneNum07148706380
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Kathleen E Hetrick
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02019-10-18T08:17:56-07:00
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.$60.7$60.7$78.7$71.3$7.39
2024Summary only. Only limited summary data is available for this year.$53.3$0.00$75.7$68.2$7.46
2023Detailed filing. Detailed filing data is available for this year.$45.9$45.9$65.6$52.3$13.3
2022Detailed filing. Detailed filing data is available for this year.$32.6$32.6$60.4$55.7$4.74
2021Detailed filing. Detailed filing data is available for this year.$27.9$27.9$3.88$21.5$17.6
2020Detailed filing. Detailed filing data is available for this year.$45.5$45.5$58.2$50.2$7.95
2019Detailed filing. Detailed filing data is available for this year.$37.5$37.5$64.0$65.1$1.19
2019Summary only. Only limited summary data is available for this year.$37.5$0.00$64.0$65.1$1.19
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$38.7$38.7$72.1$77.3$5.21
2017Summary only. Only limited summary data is available for this year.$43.9$0.00$76.2$67.2$9.02
2016Summary only. Only limited summary data is available for this year.$34.9$0.00$69.8$91.2$21.4
2015Summary only. Only limited summary data is available for this year.$56.3$0.00$67.9$54.3$13.6
2014Detailed filing. Detailed filing data is available for this year.$42.7$42.7$62.3$59.5$2.72
2013Summary only. Only limited summary data is available for this year.$40.0$0.00$78.9$79.3$0.38
2012Summary only. Only limited summary data is available for this year.$40.3$0.00$73.3$69.3$3.95
2011Summary only. Only limited summary data is available for this year.$36.4$0.00$65.5$56.3$9.17