Civic Intelligence

PTA Morse Elementary School

990EZ • Fiscal year 2020 • EIN 95-6208444

Jul 01, 2019 to Jun 30, 2020 • Filed on Aug 18, 2020

431 E Morse AvePlacentia, CA 92870

(714) 524-6300

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2020

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2020

Net Margin

62nd percentile

14%

Higher net margin than 62% of similar nonprofits.

2020 filings • 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.

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

Asset Growth

68th percentile

21%

Faster asset growth than 68% of similar nonprofits.

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

Revenue Growth

55th percentile

-9.0%

Faster revenue growth than 55% of similar nonprofits.

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

Assets

Up

$45,487

Up $7,948 (+21%) from 2019

Net Assets

$45,487

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$58,182

Down $5,770 (-9.0%) from 2019

Expenses

Down

$50,234

Down $14,910 (-23%) from 2019

Net Income

Up

$7,948

Up $9,140 (+767%) 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: $37,539Liabilities 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

2020

Assets$45,487
Liabilities-
Net Assets$45,487

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 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

2020

Revenue$58,182
Expenses$50,234
Net Income$7,948
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Aug 18, 2020
Return Version
2019v5.0
Gross Receipts
$74,428
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.$37,768-
Provide school projects - outdoor table lighting and gifts such as classroom and teacher supplies, hospitality, website, emergency preparedness supplies, etc.$7,861-
Provide funds for field trips and assemblies and a math program to enhance student education.$3,428-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Angie ConleyPresidentPT$0--
Doug McAffeeVice PresidentPT$0--
Julie LamaSecretary-$0--
Marlyn EspinozaTreasurer-$0--
Kira PateAuditor-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fall Fundraiser - Product Sale$22,591$22,591$14,856$7,735
Jog-a-thon$7,781$7,781$1,390$6,391
Total Events$30,372$30,372$16,246$14,126
Filing and Contact Details

Filer

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

Signing Officer

Name
Angie Conley
Title
President
Signed
2020-08-18
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 $26843

Other Expenses.2

Yearbook $6037

Other Expenses.3

Bookfair $4349

Other Expenses.4

School Outside Lighting $4222

Other Expenses.5

Assemblies $3428

Other Expenses.6

Other school programs $1843

Other Expenses.7

Website $1200

Other Expenses.8

Hospitality $596

Other Expenses.9

Tax Preparation $550

Other Expenses.10

Family Night $410

Other Expenses.11

Other admin exp $370

Other Expenses.12

Insurance $232

Other Expenses.13

Other program service exp. $129

Other Expenses.14

Registry of Charitable Trusts $25

Raw XML Appendix210 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/PersonNm1Doug McAffee
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Auditor
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IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt050234
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IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt03428
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IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/SpecialEventsNetIncomeLossAmt015035
IRS990EZ/SubjectToProxyTaxInd0false
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IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
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IRS990EZ/TypeOfOrganizationAssocInd0X
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IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0394053
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IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Jog-a-thon
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt06th Grade Activities $26843
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Yearbook $6037
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Bookfair $4349
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3School Outside Lighting $4222
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Assemblies $3428
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Other school programs $1843
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Website $1200
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Hospitality $596
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Tax Preparation $550
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Family Night $410
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Other admin exp $370
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Insurance $232
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Other program service exp. $129
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Registry 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
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Expenses.12
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Other Expenses.13
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Other Expenses.14
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Angie Conley
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-08-18
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Pta Morse Elementary School
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CA Congress of Parents & Teachers Inc
ReturnHeader/Filer/BusinessNameControlTxt0PTAM
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/ReturnTs02020-10-05T14:59:45-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

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
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