Civic Intelligence

Brookhaven Elementary School PTA Ca Congress of Parents & Teachers Inc

990EZ • Fiscal year 2017 • EIN 23-7102102

Jul 01, 2016 to Jun 30, 2017 • Filed on Nov 03, 2017

1851 Brookhaven AvePlacentia, CA 92870

(714) 986-7110

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 2017

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2017

Net Margin

85th percentile

31%

Higher net margin than 85% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2017

Asset Growth

97th percentile

301%

Faster asset growth than 97% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

66th percentile

12%

Faster revenue growth than 66% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Up

$49,832

Up $37,405 (+301%) from 2016

Net Assets

Up

$49,832

Up $37,405 (+301%) from 2016

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$118,931

Up $13,167 (+12%) from 2016

Expenses

Down

$81,526

Down $21,768 (-21%) from 2016

Net Income

Up

$37,405

Up $34,935 (+1414%) from 2016

Historical Trend

Balance Sheet Trend

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

$60K$40K$20K$0Assets 2014: $35,850Net Assets 2014: $35,8502014Assets 2015: $9,957Net Assets 2015: $9,9572015Assets 2016: $12,427Net Assets 2016: $12,4272016Assets 2017: $49,832Net Assets 2017: $49,8322017Assets 2018: $15,268Net Assets 2018: $15,2682018Assets 2019: $14,034Net Assets 2019: $14,0342019Assets 2020: $42,844Net Assets 2020: $42,8442020Assets 2021: $11,925Net Assets 2021: $11,9252021Assets 2022: $22,854Net Assets 2022: $22,8542022Assets 2023: $28,460Net Assets 2023: $28,4602023Assets 2024: $17,616Net Assets 2024: $17,6162024Assets 2025: $30,336Net Assets 2025: $30,3362025

Highlighted filing

2017

Assets$49,832
Liabilities-
Net Assets$49,832

Operations Trend

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

$200K$150K$100K$50K$0-$50KRevenue 2014: $105,735Expenses 2014: $77,222Net Income 2014: $28,5132014Revenue 2015: $117,942Expenses 2015: $143,835Net Income 2015: -$25,8932015Revenue 2016: $105,764Expenses 2016: $103,294Net Income 2016: $2,4702016Revenue 2017: $118,931Expenses 2017: $81,526Net Income 2017: $37,4052017Revenue 2018: $120,304Expenses 2018: $154,868Net Income 2018: -$34,5642018Revenue 2019: $116,258Expenses 2019: $117,492Net Income 2019: -$1,2342019Revenue 2020: $114,309Expenses 2020: $85,499Net Income 2020: $28,8102020Revenue 2021: $25,849Expenses 2021: $56,768Net Income 2021: -$30,9192021Revenue 2022: $87,814Expenses 2022: $76,885Net Income 2022: $10,9292022Revenue 2023: $134,015Expenses 2023: $128,409Net Income 2023: $5,6062023Revenue 2024: $127,608Expenses 2024: $138,511Net Income 2024: -$10,9032024Revenue 2025: $69,911Expenses 2025: $57,191Net Income 2025: $12,7202025

Highlighted filing

2017

Revenue$118,931
Expenses$81,526
Net Income$37,405
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Nov 3, 2017
Return Version
2016v3.0
Gross Receipts
$135,194
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 provide students with yearbooks and spirit wear. Encourage family opportunities through a book fair and a school play. Enhance education through facilitation of the 6th grade outdoor education program.$66,542-
Provide gifts to the school and students such as office supplies and teacher supplies. Provide funds for educational and community programs, including computer lab supplies, scholarships, and other school programs.$11,127-
Provide for educational opportunities through assemblies, field trips, and reading programs.$1,455-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Amy SanchezPresidentPT$0--
Eva HarmanExec. VP-$0--
Patsy LovellTreasurerPT$0--
Denise FieldFinancial Secy.-$0--
Ashley NormanSecretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fall Catalog Fundraiser$20,575$20,575$10,946$9,629
Jog-A-Thon$14,303$14,303$2,609$11,694
Total Events$34,878$34,878$13,555$21,323
Filing and Contact Details

Filer

Filer Name
Brookhaven Elementary School PTA
EIN
23-7102102
Phone
7149867110
Address
1851 Brookhaven Ave, Placentia, CA 92870

Signing Officer

Name
Amy Sanchez
Title
President
Signed
2017-11-03
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 Outdoor Ed. $44996

Other Expenses.2

Book Fair $9983

Other Expenses.3

Teacher Supply/Appreciation $6037

Other Expenses.4

Spirit Wear $5107

Other Expenses.5

Yearbook $4638

Other Expenses.6

Other school programs $4590

Other Expenses.7

School Play $1818

Other Expenses.8

PTA Board Exp. $1651

Other Expenses.9

Assemblies $1150

Other Expenses.10

Tax Preparation $530

Other Expenses.11

Scholarships $500

Other Expenses.12

Reading Program $305

Other Expenses.13

Insurance $221

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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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IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt01455
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt06th Grade Outdoor Ed. $44996
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Book Fair $9983
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Teacher Supply/Appreciation $6037
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Spirit Wear $5107
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Yearbook $4638
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Other school programs $4590
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6School Play $1818
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7PTA Board Exp. $1651
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Assemblies $1150
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Tax Preparation $530
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Scholarships $500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Reading Program $305
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Insurance $221
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.6
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.8
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ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Amy Sanchez
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Brookhaven Elementary School PTA
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CA Congress of Parents & Teachers Inc
ReturnHeader/Filer/BusinessNameControlTxt0BROO
ReturnHeader/Filer/EIN0237102102
ReturnHeader/Filer/PhoneNum07149867110
ReturnHeader/Filer/USAddress/AddressLine1Txt01851 Brookhaven Ave
ReturnHeader/Filer/USAddress/CityNm0Placentia
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092870
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/ReturnTs02017-11-10T11:30:34-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

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