Civic Intelligence

Las Palmas Elementary PTA

990 • Fiscal year 2019 • EIN 95-6220912

Jul 01, 2018 to Jun 30, 2019 • Filed on Oct 10, 2019

1101 Calle PuenteSan Clemente, CA 92672

(949) 266-4795

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Up

$69,159

Up $6,011 (+9.5%) from 2018

Net Assets

Up

$69,159

Up $6,011 (+9.5%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses

Revenue

Up

$223,238

Up $29,725 (+15%) from 2018

Expenses

Up

$217,227

Up $42,025 (+24%) from 2018

Net Income

Down

$6,011

Down $12,300 (-67%) from 2018

Historical Trend

Balance Sheet Trend

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

$400K$300K$200K$100K$0-$100KAssets 2012: $33,597Liabilities 2012: $342012Assets 2013: $24,792Liabilities 2013: $02013Assets 2014: $28,722Liabilities 2014: $02014Assets 2015: $38,502Liabilities 2015: $02015Assets 2016: $38,086Liabilities 2016: $0Net Assets 2016: $38,0862016Assets 2017: $44,273Liabilities 2017: -$564Net Assets 2017: $44,8372017Assets 2018: $63,148Liabilities 2018: $0Net Assets 2018: $63,1482018Assets 2019: $69,159Liabilities 2019: $0Net Assets 2019: $69,1592019Assets 2020: $183,410Liabilities 2020: $0Net Assets 2020: $183,4102020Assets 2021: $189,434Liabilities 2021: $0Net Assets 2021: $189,4342021Assets 2022: $320,034Liabilities 2022: $0Net Assets 2022: $320,0342022Assets 2023: $320,034Liabilities 2023: $0Net Assets 2023: $320,0342023Assets 2024: $128,883Liabilities 2024: $0Net Assets 2024: $128,8832024Assets 2025: $154,035Liabilities 2025: $0Net Assets 2025: $154,0352025

Highlighted filing

2019

Assets$69,159
Liabilities$0
Net Assets$69,159

Operations Trend

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

$400K$200K$0-$200KRevenue 2012: $60,461Expenses 2012: $65,494Net Income 2012: -$5,0332012Revenue 2013: $83,386Expenses 2013: $92,157Net Income 2013: -$8,7712013Revenue 2014: $111,500Expenses 2014: $107,570Net Income 2014: $3,9302014Revenue 2015: $124,832Expenses 2015: $115,052Net Income 2015: $9,7802015Revenue 2016: $175,173Expenses 2016: $175,589Net Income 2016: -$4162016Revenue 2017: $198,790Expenses 2017: $192,039Net Income 2017: $6,7512017Revenue 2018: $193,513Expenses 2018: $175,202Net Income 2018: $18,3112018Revenue 2019: $223,238Expenses 2019: $217,227Net Income 2019: $6,0112019Revenue 2020: $191,378Expenses 2020: $77,127Net Income 2020: $114,2512020Revenue 2021: $107,987Expenses 2021: $101,963Net Income 2021: $6,0242021Revenue 2022: $219,731Expenses 2022: $89,131Net Income 2022: $130,6002022Revenue 2023: $196,634Expenses 2023: $385,787Net Income 2023: -$189,1532023Revenue 2024: $108,145Expenses 2024: $112,430Net Income 2024: -$4,2852024Revenue 2025: $168,727Expenses 2025: $141,286Net Income 2025: $27,4412025

Highlighted filing

2019

Revenue$223,238
Expenses$217,227
Net Income$6,011
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Oct 10, 2019
Return Version
2018v3.1
Gross Receipts
$249,015
Mission and Program Overview

Mission

Our mission is to positively impact the lives of all children and families.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$63,148$69,159▲ $6,011
Rtn Earn Endowment Incm Other Fnds$63,148$69,159▲ $6,011
Total Assets$63,148$69,159▲ $6,011
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$63,148$69,159▲ $6,011
Total Liabilities and Net Assets / Fund Balance$63,148$69,159▲ $6,011
Compensation and Service Providers

Board Members and Trustees

NameTitle
Kate MudgePresident
Diane ParriottAuditor
Jamie MarinosFinancial Se
Julie LeeHistorian
Kim LarsonParliamentar
Dir Dr Mc BarrosaPrincipal
Brigette MertenSecretary
Lindset MertenSecretary
Julian CarterTeacher Repr
Tobias HalbmaierTreasurer
Holley GoldringVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$5,973
Program Service Revenue
$54,835
Investment Income
$14
Other Revenue
$162,416
All Other Contributions
$629
Change in Net Assets
$6,011
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$216,827
Grants and Similar Amounts Paid$400
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
All Other Expenses$83,985$7,898-$91,883
Other Expenses$17,046--$17,046
Fees for Services Accounting-$450-$450
Grants to Domestic Orgs$400--$400
Total Functional Expenses$208,879$8,348$0$217,227
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$188,193
Fundraising Direct Expenses$25,777
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Jog-a-thon$140,671$140,671$7,253$133,418
Fall Fundraiser$38,381$38,381$16,085$22,296
Total Events$179,052$179,052$23,338$155,714
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI

Statement regarding lobbying activities: volunteers: each pta tries to recruit a legislative committee chairperson for the executive board. Our pta has filled this position with a chair who attends local meetings during the school year to keep appraised of issues that will affect our school community. The chair attends the 4th district pta sacramento safari event once per year. At the event, speakers and representatives from the california state legislators meet with representatives of pta units from the 4th district to speak about current issues/topics. The chair shares this information in summary form with the executive board and membership. Our legislative rep also encouraged members to register to vote. Publications: the las palmas elementary pta does not issue a formal publication, but does communicate legislative topics of interest with members at meetings of executive board and general membership. Our pta presents issues for consideration, and encourages members to educate themselves prior to voting on issues.

Form 990, Page 6, Part VI, Line 11B

No review was or will be conducted.

Form 990, Page 6, Part VI, Line 19

No documents available to the public

Filing and Contact Details

Filer

Filer Name
Las Palmas Elementary Pta
EIN
95-6220912
Phone
9492664795
Address
1101 CALLE PUENTE, SAN CLEMENTE, CA 92672

Signing Officer

Name
Kate Mudge
Title
President
Phone
9492442384
Signed
2019-10-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kate Mudge
Legal Domicile
CA
Voting Board Members
534
Independent Board Members
534
Employees
0

Preparer

Firm
EATON'S INCOME TAX SERVICES
Address
901 CALLE AMANECER SUITE 160, SAN CLEMENTE, CA 92673-4218
Preparer
Katie M Anderson
Phone
9494920337
Supplemental Narrative

Additional Explanations

Form 990, Part III

Statement of program service accomplishments 38,000: funding for the new steam lab at the school (furniture, equipment, technology) 23,559.39: contributions directly linked to classroom learning reimbursements to teachers for classroom supplies/use (12,447.90 @ 15/student), international fall festival (1,737.55), library books (396.01), organic garden supplies (1,094.27), reflections art program (555.19), technology in classrooms (2,889.29), treasure chest behavior rewards program 3,328.72), watch dogs program (1,110.46) 19,500: field trips (17,000) and cultural enrichment assemblies on campus (2,500) for all students 18,000: physical education for all students with certified service provider, 1x/week 15,137.50: grants to fund after school academic enrichment programs (drama club 2,000, destination imagination 6,000, robotics 7,000). Book clubs after school program (1,137.50) 7,000: meet the masters monthly hands-on art program with artist instruction for all students 6,000: primary music instruction (4,500) and repair/replace music instruments (1,499.81) 3,600.41: parent education: ongoing - spanish classes, english classes, zumba. Hosted speakers on internet safety and other topics.

Form 990, Page 2, Part III, Line 4D

OTHER PROGRAM SERVICES

Form 990, Part IX, Line 24E

Spirit wear 14,940 0 0 yearbook 11,954 0 0 meet the masters 10,041 0 0 st math 8,000 0 0 organic garden 6,821 0 0 assemblies 5,000 0 0 outdoor learning 5,000 0 0 dia del nino 3,353 0 0 treasure chest 3,029 0 0 copying exp 0 3,000 0 fall festival 2,691 0 0 memberships 2,240 0 0 parent education 2,071 0 0 teacher/staff apprecation 1,985 0 0 art program/reflection 1,711 0 0 hospitality 0 1,394 0 bank service charges 0 1,169 0 operating exp 0 1,042 0 membership 980 0 0 volunteer appreciation 882 0 0 watch dogs 845 0 0 technology 617 0 0 convention/training 0 514 0 library books 500 0 0 custodial equip exp 0 499 0 elac 490 0 0 kinder graduation 393 0 0 family fun night 253 0 0 insurance premium 0 232 0 book clubs 193 0 0 pta meeting 0 25 0 graphic arts exp 0 23 0 rounding -4 0 0 total 83,985 7,898 0

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS 38,000: FUNDING FOR THE NEW STEAM LAB AT THE SCHOOL (FURNITURE, EQUIPMENT, TECHNOLOGY) 23,559.39: CONTRIBUTIONS DIRECTLY LINKED TO CLASSROOM LEARNING REIMBURSEMENTS TO TEACHERS FOR CLASSROOM SUPPLIES/USE (12,447.90 @ 15/STUDENT), INTERNATIONAL FALL FESTIVAL (1,737.55), LIBRARY BOOKS (396.01), ORGANIC GARDEN SUPPLIES (1,094.27), REFLECTIONS ART PROGRAM (555.19), TECHNOLOGY IN CLASSROOMS (2,889.29), TREASURE CHEST BEHAVIOR REWARDS PROGRAM 3,328.72), WATCH DOGS PROGRAM (1,110.46) 19,500: FIELD TRIPS (17,000) AND CULTURAL ENRICHMENT ASSEMBLIES ON CAMPUS (2,500) FOR ALL STUDENTS 18,000: PHYSICAL EDUCATION FOR ALL STUDENTS WITH CERTIFIED SERVICE PROVIDER, 1X/WEEK 15,137.50: GRANTS TO FUND AFTER SCHOOL ACADEMIC ENRICHMENT PROGRAMS (DRAMA CLUB 2,000, DESTINATION IMAGINATION 6,000, ROBOTICS 7,000). BOOK CLUBS AFTER SCHOOL PROGRAM (1,137.50) 7,000: MEET THE MASTERS MONTHLY HANDS-ON ART PROGRAM WITH ARTIST INSTRUCTION FOR ALL STUDENTS 6,000: PRIMARY MUSIC INSTRUCTION (4,500) AND REPAIR/REPLACE MUSIC INSTRUMENTS (1,499.81) 3,600.41: PARENT EDUCATION: ONGOING - SPANISH CLASSES, ENGLISH CLASSES, ZUMBA. HOSTED SPEAKERS ON INTERNET SAFETY AND OTHER TOPICS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1OTHER PROGRAM SERVICES
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2STATEMENT REGARDING LOBBYING ACTIVITIES: VOLUNTEERS: EACH PTA TRIES TO RECRUIT A LEGISLATIVE COMMITTEE CHAIRPERSON FOR THE EXECUTIVE BOARD. OUR PTA HAS FILLED THIS POSITION WITH A CHAIR WHO ATTENDS LOCAL MEETINGS DURING THE SCHOOL YEAR TO KEEP APPRAISED OF ISSUES THAT WILL AFFECT OUR SCHOOL COMMUNITY. THE CHAIR ATTENDS THE 4TH DISTRICT PTA SACRAMENTO SAFARI EVENT ONCE PER YEAR. AT THE EVENT, SPEAKERS AND REPRESENTATIVES FROM THE CALIFORNIA STATE LEGISLATORS MEET WITH REPRESENTATIVES OF PTA UNITS FROM THE 4TH DISTRICT TO SPEAK ABOUT CURRENT ISSUES/TOPICS. THE CHAIR SHARES THIS INFORMATION IN SUMMARY FORM WITH THE EXECUTIVE BOARD AND MEMBERSHIP. OUR LEGISLATIVE REP ALSO ENCOURAGED MEMBERS TO REGISTER TO VOTE. PUBLICATIONS: THE LAS PALMAS ELEMENTARY PTA DOES NOT ISSUE A FORMAL PUBLICATION, BUT DOES COMMUNICATE LEGISLATIVE TOPICS OF INTEREST WITH MEMBERS AT MEETINGS OF EXECUTIVE BOARD AND GENERAL MEMBERSHIP. OUR PTA PRESENTS ISSUES FOR CONSIDERATION, AND ENCOURAGES MEMBERS TO EDUCATE THEMSELVES PRIOR TO VOTING ON ISSUES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3NO REVIEW WAS OR WILL BE CONDUCTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4NO DOCUMENTS AVAILABLE TO THE PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5SPIRIT WEAR 14,940 0 0 YEARBOOK 11,954 0 0 MEET THE MASTERS 10,041 0 0 ST MATH 8,000 0 0 ORGANIC GARDEN 6,821 0 0 ASSEMBLIES 5,000 0 0 OUTDOOR LEARNING 5,000 0 0 DIA DEL NINO 3,353 0 0 TREASURE CHEST 3,029 0 0 COPYING EXP 0 3,000 0 FALL FESTIVAL 2,691 0 0 MEMBERSHIPS 2,240 0 0 PARENT EDUCATION 2,071 0 0 TEACHER/STAFF APPRECATION 1,985 0 0 ART PROGRAM/REFLECTION 1,711 0 0 HOSPITALITY 0 1,394 0 BANK SERVICE CHARGES 0 1,169 0 OPERATING EXP 0 1,042 0 MEMBERSHIP 980 0 0 VOLUNTEER APPRECIATION 882 0 0 WATCH DOGS 845 0 0 TECHNOLOGY 617 0 0 CONVENTION/TRAINING 0 514 0 LIBRARY BOOKS 500 0 0 CUSTODIAL EQUIP EXP 0 499 0 ELAC 490 0 0 KINDER GRADUATION 393 0 0 FAMILY FUN NIGHT 253 0 0 INSURANCE PREMIUM 0 232 0 BOOK CLUBS 193 0 0 PTA MEETING 0 25 0 GRAPHIC ARTS EXP 0 23 0 ROUNDING -4 0 0 TOTAL 83,985 7,898 0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART IX, LINE 24E
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IRS990/TotalOtherProgSrvcGrantAmt0400
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IRS990/TotalProgramServiceRevenueAmt054835
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IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0223238
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ReturnHeader/BuildTS02020-03-31 21:24:44Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KATE MUDGE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09492442384
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-10-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LAS PALMAS ELEMENTARY PTA
ReturnHeader/Filer/BusinessNameControlTxt0LASP
ReturnHeader/Filer/EIN0956220912
ReturnHeader/Filer/PhoneNum09492664795
ReturnHeader/Filer/USAddress/AddressLine1Txt01101 CALLE PUENTE
ReturnHeader/Filer/USAddress/CityNm0SAN CLEMENTE
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ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt052.38.98.93
ReturnHeader/FilingSecurityInformation/IPDt02019-11-14
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm016:19:06
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0474887601
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0EATON'S INCOME TAX SERVICES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0901 CALLE AMANECER SUITE 160
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN CLEMENTE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0926734218
ReturnHeader/PreparerPersonGrp/PhoneNum09494920337
ReturnHeader/PreparerPersonGrp/PreparationDt02019-11-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KATIE M ANDERSON
ReturnHeader/ReturnTs02019-11-14T16:19:06-06:00
ReturnHeader/ReturnTypeCd0990
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
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.54$0.00$1.54$1.69$1.41$0.27
2024Detailed filing. Detailed filing data is available for this year.$1.29$0.00$1.29$1.08$1.12$0.04
2023Detailed filing. Detailed filing data is available for this year.$3.20$0.00$3.20$1.97$3.86$1.89
2022Detailed filing. Detailed filing data is available for this year.$3.20$0.00$3.20$2.20$0.89$1.31
2021Detailed filing. Detailed filing data is available for this year.$1.89$0.00$1.89$1.08$1.02$0.06
2020Detailed filing. Detailed filing data is available for this year.$1.83$0.00$1.83$1.91$0.77$1.14
2019Detailed filing. Detailed filing data is available for this year.$0.69$0.00$0.69$2.23$2.17$0.06
2018Detailed filing. Detailed filing data is available for this year.$0.63$0.00$0.63$1.94$1.75$0.18
2017Detailed filing. Detailed filing data is available for this year.$0.44$0.01$0.45$1.99$1.92$0.07
2016Detailed filing. Detailed filing data is available for this year.$0.38$0.00$0.38$1.75$1.76$0.00
2015Summary only. Only limited summary data is available for this year.$0.39$0.00$1.25$1.15$0.10
2014Summary only. Only limited summary data is available for this year.$0.29$0.00$1.12$1.08$0.04
2013Summary only. Only limited summary data is available for this year.$0.25$0.00$0.83$0.92$0.09
2012Summary only. Only limited summary data is available for this year.$0.34$0.00$0.60$0.65$0.05