Civic Intelligence

Ethel M Evans Elementary School PTA

EIN 23-7024755 • 501(c)3 • Garden Grove, CA

Profile

Student support/enrichment/education

12281 Nelson StreetGarden Grove, CA 92840
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 2018

Liabilities / Revenue

61st percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

16th percentile

-39%

Higher net margin than 16% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

39th percentile

-9.6%

Faster asset growth than 39% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2016 to 2018

Revenue Growth

28th percentile

-25%

Faster revenue growth than 28% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2016 to 2018

Assets

Down

$4,459

Down $992 (-18%) from 2016

Liabilities

Flat

$0

Flat from 2016

Net Assets

Down

$4,459

Down $992 (-18%) from 2016

Revenue

Down

$11,930

Down $9,268 (-44%) from 2016

Expenses

Down

$16,570

Down $764 (-4.4%) from 2016

Net Income

Down

-$4,640

Down $8,504 (-220%) from 2016

Trend Graphs

Balance Sheet Trend

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

$10K$5.0K$0Assets 2013: $5,582Liabilities 2013: $0Net Assets 2013: $5,5822013Assets 2015: $9,632Liabilities 2015: $0Net Assets 2015: $9,6322015Assets 2016: $5,451Liabilities 2016: $0Net Assets 2016: $5,4512016Assets 2018: $4,459Liabilities 2018: $0Net Assets 2018: $4,4592018

Highlighted filing

2018

Assets$4,459
Liabilities$0
Net Assets$4,459

Operations Trend

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

$30K$20K$10K$0-$10KExpenses 2013: $17,8182013Revenue 2015: $17,291Expenses 2015: $16,360Net Income 2015: $9312015Revenue 2016: $21,198Expenses 2016: $17,334Net Income 2016: $3,8642016Revenue 2018: $11,930Expenses 2018: $16,570Net Income 2018: -$4,6402018

Highlighted filing

2018

Revenue$11,930
Expenses$16,570
Net Income-$4,640

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Nov 15, 2018
Return Version
2017v2.2
Gross Receipts
$47,465
Mission and Program Overview

Mission

Student support/enrichment/education

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$9,099$4,459▼ $4,640
Total Assets$9,099$4,459▼ $4,640
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$9,099$4,459▼ $4,640
Total Net Assets Fund Balance$9,099$4,459▼ $4,640
Total Liabilities and Net Assets / Fund Balance$9,099$4,459▼ $4,640
Compensation and Service Providers

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$1,006
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$10,924
Change in Net Assets
$-4,640
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$16,570
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Expenses$1,598--$1,598
All Other Expenses$156$790-$946
Total Functional Expenses$15,780$790$0$16,570
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$46,459
Fundraising Direct Expenses$35,535
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fall Fundrai$11,994$11,994$7,119$4,875
Spring Fundr$3,891$3,891$287$3,604
Total Events$46,452$46,452$35,535$10,917
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Members or stockholder classes and rights Part VI line 6

Membership in this organization shall be made available by this council PTA without regard to race, color, creed, or national origin.

Member election for additional members Part VI line 7A

The organization governing body is elected by its members at a regularly schedule meeting of the membership.

Governing body decisions Part VI line 7B

Decisions of the governing body are subject to approval by its members. Regular board meetings are held.

Committee meeting documentation Part VI line 8B

The organization has written policies and procedures governing its actions.

Form 990 governing body review Part VI line 11

Presented to the Board at a regular meeting of the organization for review and approval.

Conflict of interest policy compliance Part VI line 12C

Warrant lists are presented to the Board at regular meetings of the organization for review and approval.

Governing documents etc available to public Part VI line 19

All documents available upon request.

Filing and Contact Details

Filer

Filer Name
Ethel M Evans Elementary School Pta
EIN
23-7024755
Address
12281 NELSON STREET, GARDEN GROVE, CA 92840
Doing Business As
Pta California Congress of Par

Signing Officer

Name
Arelida Escobar Bahena
Title
President
Phone
7146636558
Signed
2018-11-15
Discuss with paid preparer
Yes

Organization Details

Formed
1955
Legal Domicile
CA
Voting Board Members
7
Independent Board Members
0
Employees
0
Volunteers
20

Preparer

Firm
Ken C Parker and Associates
Address
5122 KATELLA AVENUE SUITE 310, Los Alamitos, CA 90720
Preparer
Ken Parker
Phone
5629361976
Supplemental Narrative

Additional Explanations

List of other expenses Part IX line 24E

Program servicesmembership 156.total $156.management & general expensestaxes 790.total $790.

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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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