Civic Intelligence

Brookhaven Elementary School PTA Ca Congress of Parents & Teachers Inc

990EZ • Fiscal year 2020 • EIN 23-7102102

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

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 2020

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2020

Net Margin

74th percentile

25%

Higher net margin than 74% of similar nonprofits.

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

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% 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

93rd percentile

205%

Faster asset growth than 93% of similar nonprofits.

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

Revenue Growth

62nd percentile

-1.7%

Faster revenue growth than 62% of similar nonprofits.

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

Assets

Up

$42,844

Up $28,810 (+205%) from 2019

Net Assets

Up

$42,844

Up $28,810 (+205%) from 2019

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$114,309

Down $1,949 (-1.7%) from 2019

Expenses

Down

$85,499

Down $31,993 (-27%) from 2019

Net Income

Up

$28,810

Up $30,044 (+2435%) from 2019

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

2020

Assets$42,844
Liabilities-
Net Assets$42,844

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

2020

Revenue$114,309
Expenses$85,499
Net Income$28,810
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Aug 18, 2020
Return Version
2019v5.0
Gross Receipts
$116,400
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.$73,166-
Provide teacher supplies and funds for various other programs.$9,649-
Provide for educational opportunities through assemblies, field trips, and reading and art programs.--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Ashley NormanPresidentPT$0--
Sarah PongettiExec. VP-$0--
Neisha LeVeckeTreasurerPT$0--
Donna AgreliusFinancial Secy.-$0--
Natalie SaloSecretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Step It Up Fundraiser$28,318$28,318$139$28,179
Total Events$28,318$28,318$139$28,179
Filing and Contact Details

Filer

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

Signing Officer

Name
Ashley Norman
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 Outdoor Ed. $53552

Other Expenses.2

Spirit Wear $6798

Other Expenses.3

Yearbook $5094

Other Expenses.4

Teacher Supply/Appreciation $4914

Other Expenses.5

Other school programs $4734

Other Expenses.6

Book Fair $3675

Other Expenses.7

School Play $2226

Other Expenses.8

PTA Board Exp. $1842

Other Expenses.9

Other Program service exp $1822

Other Expenses.10

Tax Preparation & Attny Gen. $610

Other Expenses.11

Insurance $232

Raw XML Appendix186 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0Neisha LeVecke
IRS990EZ/BooksInCareOfDetail/PhoneNum07149867110
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01851 Brookhaven Ave
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Placentia
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092870
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt014034
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt042844
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt04645
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt028810
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt014034
IRS990EZ/Form990TotalAssetsGrp/EOYAmt042844
IRS990EZ/FundraisingGrossIncomeAmt031464
IRS990EZ/GrossReceiptsAmt0116400
IRS990EZ/GroupExemptionNum00646
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt014034
IRS990EZ/NetAssetsOrFundBalancesEOYAmt042844
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt014034
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt042844
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt14.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt34.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt44.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Ashley Norman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Sarah Pongetti
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Neisha LeVecke
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Donna Agrelius
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Natalie Salo
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Exec. VP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Financial Secy.
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt085499
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0The 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.
IRS990EZ/ProgramServiceRevenueAmt080291
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Provide for educational opportunities through assemblies, field trips, and reading and art programs.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Facilitate 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.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Provide teacher supplies and funds for various other programs.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt073166
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt19649
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt02091
IRS990EZ/SpecialEventsNetIncomeLossAmt029373
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt085499
IRS990EZ/TotalProgramServiceExpensesAmt082815
IRS990EZ/TotalRevenueAmt0114309
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0www.brookhavenelementary.com
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt04645
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt03461
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt05940
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt09655
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt09676
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt033377
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0111755
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0116416
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0118233
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0125539
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0110182
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0582125
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0615502
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0116400
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0119877
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0124173
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0135194
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0119858
IRS990ScheduleA/Total509Grp/TotalAmt0615502
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0116400
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0119877
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0124173
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0135194
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0119858
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0615502
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt0139
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Step It Up Fundraiser
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt028318
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt028318
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt028318
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt028318
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt028179
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt0139
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt0139
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt06th Grade Outdoor Ed. $53552
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Spirit Wear $6798
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Yearbook $5094
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Teacher Supply/Appreciation $4914
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Other school programs $4734
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Book Fair $3675
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6School Play $2226
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7PTA Board Exp. $1842
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Other Program service exp $1822
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Tax Preparation & Attny Gen. $610
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Insurance $232
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
ReturnHeader/BuildTS02020-11-19 02:30:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Ashley Norman
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-08-18
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Pta Brookhaven Elementary School
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CA Congress of Parents & Teachers Inc
ReturnHeader/Filer/BusinessNameControlTxt0PTAB
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/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/ReturnTs02020-08-31T15:51:50-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings