Civic Intelligence

PTA Sonora Elementary Ca Congress of Parents and Teachers Inc

990EZ • Fiscal year 2023 • EIN 23-7032735

Jul 01, 2022 to Jun 30, 2023 • Filed on Sep 04, 2023

Organization Profilesonora.schoolloop.com/PTAhome
966 Sonora RoadCosta Mesa, CA 92626

(714) 424-7955

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 2023

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2023

Net Margin

75th percentile

20%

Higher net margin than 75% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

88th percentile

$0

Higher top officer pay than 88% of similar nonprofits.

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

83rd percentile

39%

Faster asset growth than 83% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

65th percentile

20%

Faster revenue growth than 65% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$44,177

Up $12,420 (+39%) from 2022

Net Assets

Up

$44,177

Up $12,420 (+39%) from 2022

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin75th percentile

Revenue

Up

$60,827

Up $9,985 (+20%) from 2022

Expenses

Up

$48,407

Up $12,112 (+33%) from 2022

Net Income

Down

$12,420

Down $2,127 (-15%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth83rd percentile

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

$60K$40K$20K$0Assets 2017: $29,272Liabilities 2017: $0Net Assets 2017: $29,2722017Assets 2018: $12,941Net Assets 2018: $12,9412018Assets 2019: $5,240Net Assets 2019: $5,2402019Assets 2020: $10,460Net Assets 2020: $10,4602020Assets 2021: $17,210Net Assets 2021: $17,2102021Assets 2022: $31,757Net Assets 2022: $31,7572022Assets 2023: $44,177Net Assets 2023: $44,1772023Assets 2024: $45,346Net Assets 2024: $45,3462024Assets 2025: $49,967Net Assets 2025: $49,9672025

Highlighted filing

2023

Assets$44,177
Liabilities-
Net Assets$44,177
Open 2023 Filing

Operations Trend

Revenue Growth65th percentile

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

$100K$50K$0-$50KRevenue 2017: $39,767Expenses 2017: $20,644Net Income 2017: $19,1232017Revenue 2018: $44,065Expenses 2018: $60,396Net Income 2018: -$16,3312018Revenue 2019: $68,375Expenses 2019: $76,076Net Income 2019: -$7,7012019Revenue 2020: $47,644Expenses 2020: $42,424Net Income 2020: $5,2202020Revenue 2021: $15,527Expenses 2021: $8,777Net Income 2021: $6,7502021Revenue 2022: $50,842Expenses 2022: $36,295Net Income 2022: $14,5472022Revenue 2023: $60,827Expenses 2023: $48,407Net Income 2023: $12,4202023Revenue 2024: $58,266Expenses 2024: $57,097Net Income 2024: $1,1692024Revenue 2025: $70,006Expenses 2025: $65,385Net Income 2025: $4,6212025

Highlighted filing

2023

Revenue$60,827
Expenses$48,407
Net Income$12,420
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Sep 4, 2023
Return Version
2022v5.0
Gross Receipts
$79,961
Mission and Program Overview

Mission

The organization's purpose is to partner with Sonora Elementary School 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 opportunities to enhance the school, family and community experience through grade level programs, musical theater, bookfair, yearbook, band and other family events.-$36,630
Provide additional funds for classroom supplies, teacher appreciation, and other programs.-$5,083
Support programs for expanded educational opportunities including Segerstrom Arts Connect.-$3,792
Compensation and Service Providers
Top Officer Pay88th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kelly SteinfeldPresidentPT$0--
Dori ArbourExec VPPT$0--
Dierra BeanSecretary-$0--
Bartholomew WilsonTreasurer-$0--
Lindsey OrtegaVP Ways/Means-$0--
Cristi CarlsenVP Programs-$0--
Kim HacklerHistorian-$0--
Jennifer MiraVP Membership-$0--
Diana BlackCommunications-$0--
Joni BronfeldVice President-$0--
Erin BarlosParliamentarian-$0--
Veronica LugoAuditor-$0--
Deneka BainClassroom CoordPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Jog a Thon$21,670$21,670$6,178$15,492
Cinco De Mayo$12,366$12,366$5,877$6,489
Total Events$39,698$39,698$16,934$22,764
Filing and Contact Details

Filer

Filer Name
PTA Sonora Elementary
EIN
23-7032735
Phone
7144247955
Address
966 Sonora Road, Costa Mesa, CA 92626

Signing Officer

Name
Kelly Steinfeld
Title
President
Signed
2023-09-04
Discuss with paid preparer
Yes

Preparer

Firm
Lisa L Coryell CPA
Address
3770 Black Pine, Yorba Linda, CA 92886
Preparer
Lisa L Coryell CPA
Phone
7147450100
Supplemental Narrative

Additional Explanations

Other Expenses.1

“Musical Theater $16672”

Other Expenses.2

“Yearbooks $4418”

Other Expenses.3

“Grade Level Programs $4265”

Other Expenses.4

“Art Programs $3792”

Other Expenses.5

“Book Fair $3709”

Other Expenses.6

“Spiritwear $2816”

Other Expenses.7

“Student Activities $2311”

Other Expenses.8

“Family Fun Nights $1618”

Other Expenses.9

“Various other school programs $1565”

Other Expenses.10

“Trunk or Treat $1228”

Other Expenses.11

“Misc PTA Operating exp $1210”

Other Expenses.12

“Hospitality/Teacher Apprec $1207”

Other Expenses.13

“Literacy Enrichment $1202”

Other Expenses.14

“Tax Preparation Fees $750”

Other Expenses.15

“Kindergarten Programs $702”

Other Expenses.16

“Honorary Service Award/Dinner $284”

Other Expenses.17

“Insurance $272”

Other Expenses.18

“Contingency Fund $216”

Other Expenses.19

“Council Assessment $170”

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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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IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Cinco De Mayo
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Musical Theater $16672
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Yearbooks $4418
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Grade Level Programs $4265
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Art Programs $3792
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Book Fair $3709
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Spiritwear $2816
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Student Activities $2311
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Family Fun Nights $1618
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Various other school programs $1565
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Trunk or Treat $1228
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Misc PTA Operating exp $1210
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Hospitality/Teacher Apprec $1207
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Literacy Enrichment $1202
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Tax Preparation Fees $750
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14Kindergarten Programs $702
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15Honorary Service Award/Dinner $284
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16Insurance $272
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17Contingency Fund $216
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt18Council Assessment $170
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
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Other Expenses.15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Other Expenses.16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc16Other Expenses.17
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc17Other Expenses.18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc18Other Expenses.19
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Kelly Steinfeld
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-09-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA Sonora Elementary
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CA Congress of Parents and Teachers Inc
ReturnHeader/Filer/BusinessNameControlTxt0PTAS
ReturnHeader/Filer/EIN0237032735
ReturnHeader/Filer/PhoneNum07144247955
ReturnHeader/Filer/USAddress/AddressLine1Txt0966 Sonora Road
ReturnHeader/Filer/USAddress/CityNm0Costa Mesa
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092626
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0844521491
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Lisa L Coryell CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03770 Black Pine
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Yorba Linda
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092886
ReturnHeader/PreparerPersonGrp/PhoneNum07147450100
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Lisa L Coryell CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02023-09-04T21:03:49-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Kelly
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Steinfeld
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$44,177
Liabilities
-
Net assets
$44,177
Revenue
$60,827
Expenses
$48,407
Net income
$12,420
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$50.0$50.0$70.0$65.4$4.62
2024Detailed filing. Detailed filing data is available for this year.$45.3$45.3$58.3$57.1$1.17
2023Detailed filing. Detailed filing data is available for this year.$44.2$44.2$60.8$48.4$12.4
2022Detailed filing. Detailed filing data is available for this year.$31.8$31.8$50.8$36.3$14.5
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$17.2$17.2$15.5$8.78$6.75
2020Detailed filing. Detailed filing data is available for this year.$10.5$10.5$47.6$42.4$5.22
2019Detailed filing. Detailed filing data is available for this year.$5.24$5.24$68.4$76.1$7.70
2018Detailed filing. Detailed filing data is available for this year.$12.9$12.9$44.1$60.4$16.3
2017Detailed filing. Detailed filing data is available for this year.$29.3$0.00$29.3$39.8$20.6$19.1
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2023 filings • 501(c)3 • <$500k nonprofits

Richmond, VA

View Organization

Nurturing Minds

501(c)3 • NTEE P40

Revenue$79,959
Assets$277

Revenue vs current organization

31% higher

Assets vs current organization

99% lower