Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc 31 Glenview Elem

990EZ • Fiscal year 2018 • EIN 23-7124522

Jul 01, 2017 to Jun 30, 2018 • Filed on Nov 07, 2018

Organization ProfileN/A
1775 Glenview AvenueAnaheim, CA 92807

(714) 986-7150

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 2018

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2018

Net Margin

28th percentile

-6.6%

Higher net margin than 28% of similar nonprofits.

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

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.

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

Asset Growth

17th percentile

-26%

Faster asset growth than 17% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2018

Revenue Growth

80th percentile

34%

Faster revenue growth than 80% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2018

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$8,570

Down $12,617 (-60%) from 2015

Net Assets

Down

$8,570

Down $12,617 (-60%) from 2015

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin28th percentile

Revenue

Up

$54,340

Up $31,669 (+140%) from 2015

Expenses

Up

$57,901

Up $34,148 (+144%) from 2015

Net Income

Down

-$3,561

Down $2,479 (-229%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth17th percentile

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

$60K$40K$20K$0Assets 2011: $2,360Net Assets 2011: $2,3602011Assets 2012: $21,865Net Assets 2012: $21,8652012Assets 2013: $21,211Net Assets 2013: $21,2112013Assets 2014: $22,269Net Assets 2014: $22,2692014Assets 2015: $21,187Net Assets 2015: $21,1872015Assets 2018: $8,570Net Assets 2018: $8,5702018Assets 2019: $11,698Net Assets 2019: $11,6982019Assets 2020: $34,273Net Assets 2020: $34,2732020Assets 2021: $14,081Net Assets 2021: $14,0812021Assets 2022: $46,393Net Assets 2022: $46,3932022Assets 2025: $41,109Net Assets 2025: $41,1092025

Highlighted filing

2018

Assets$8,570
Liabilities-
Net Assets$8,570
Open 2018 Filing

Operations Trend

Revenue Growth80th percentile

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

$100K$50K$0-$50KRevenue 2011: $34,128Expenses 2011: $38,602Net Income 2011: -$4,4742011Revenue 2012: $21,763Expenses 2012: $2,258Net Income 2012: $19,5052012Revenue 2013: $20,439Expenses 2013: $21,093Net Income 2013: -$6542013Revenue 2014: $24,564Expenses 2014: $23,506Net Income 2014: $1,0582014Revenue 2015: $22,671Expenses 2015: $23,753Net Income 2015: -$1,0822015Revenue 2018: $54,340Expenses 2018: $57,901Net Income 2018: -$3,5612018Revenue 2019: $60,741Expenses 2019: $57,613Net Income 2019: $3,1282019Revenue 2020: $42,086Expenses 2020: $19,511Net Income 2020: $22,5752020Revenue 2021: $10,313Expenses 2021: $30,505Net Income 2021: -$20,1922021Revenue 2022: $88,657Expenses 2022: $56,345Net Income 2022: $32,3122022Revenue 2025: $87,099Expenses 2025: $71,524Net Income 2025: $15,5752025

Highlighted filing

2018

Revenue$54,340
Expenses$57,901
Net Income-$3,561
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Nov 7, 2018
Return Version
2017v2.2
Gross Receipts
$63,979
Mission and Program Overview

Mission

To support the students of glenview elementary

Program Services

DescriptionGrantsExpenses
TO SUPPORT THE STUDENTS OF GLENVIEW ELEMENTARY THROUGH FIELD TRIPS, ART, BOOK FAIR,SCHOOL CARNIVAL, PBIS AND YEARBOOK PROGRAMS$55,333-
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
AMBER FAIRBURNPresidentPT$0--
MICHELLE FERKOVice PresidentPT$0--
SARAH LEDBETTERVice PresidentPT$0--
SAMANTHA LORTONSecretaryPT$0--
ANTHONY AGUIRRETreasurerPT$0--
DIANA PENAHistornianPT$0--
ANDRIA DIEROParliamentarianPT$0--
DAVE WARDONVice PresidentPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Yankee Candle$12,825$12,825$7,135$5,690
Jogathon$5,749$5,749$2,504$3,245
Total Events$18,574$18,574$9,639$8,935
Filing and Contact Details

Filer

Filer Name
Glenview Elementary Pta
EIN
23-7124522
Phone
7149867150
Address
1775 GLENVIEW AVENUE, ANAHEIM, CA 92807

Signing Officer

Name
Amber Fairburn
Title
President
Signed
2018-11-07
Discuss with paid preparer
Yes

Preparer

Firm
Michael C Agresti CPA
Address
17342 STAFFORD CIR, YORBA LINDA, CA 92886-3819
Preparer
Michael C Agresti
Phone
7143213680
Supplemental Narrative

Additional Explanations

Other Revenue.1

“PTA PROGRAMS $26092”

Other Revenue.2

“Miscellaneous income $9041”

Other Revenue.3

“Membership remittance $887”

Other Expenses.1

“PROGRAM EXPENSES $55333”

Other Expenses.2

“OPERATING EXPENSES $1681”

Other Expenses.3

“Council, district, state & nat $887”

Raw XML Appendix165 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/PersonNm0ART MENENDEZ
IRS990EZ/BooksInCareOfDetail/PhoneNum07149867150
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01775 GLENVIEW AVENUE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0ANAHEIM
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092807
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt012131
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt08570
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt05301
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-3561
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt012131
IRS990EZ/Form990TotalAssetsGrp/EOYAmt08570
IRS990EZ/FundraisingGrossIncomeAmt021176
IRS990EZ/GrossReceiptsAmt063979
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt01482
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt012131
IRS990EZ/NetAssetsOrFundBalancesEOYAmt08570
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt012131
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt08570
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt020.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt210.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt310.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt410.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt510.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt610.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt710.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0AMBER FAIRBURN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MICHELLE FERKO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2SARAH LEDBETTER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3SAMANTHA LORTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4ANTHONY AGUIRRE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5DIANA PENA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6ANDRIA DIERO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7DAVE WARDON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5HISTORNIAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6PARLIAMENTARIAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Vice President
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt057901
IRS990EZ/OtherRevenueTotalAmt036020
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO SUPPORT THE STUDENTS OF GLENVIEW ELEMENTARY
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO SUPPORT THE STUDENTS OF GLENVIEW ELEMENTARY THROUGH FIELD TRIPS, ART, BOOK FAIR,SCHOOL CARNIVAL, PBIS AND YEARBOOK PROGRAMS
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt055333
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt09639
IRS990EZ/SpecialEventsNetIncomeLossAmt011537
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt057901
IRS990EZ/TotalProgramServiceExpensesAmt055333
IRS990EZ/TotalRevenueAmt054340
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt06783
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt06783
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt035133
IRS990ScheduleA/OtherIncome170Grp/TotalAmt035133
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.00000
IRS990ScheduleA/PublicSupportTotal170Amt06783
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt06783
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt06783
IRS990ScheduleA/TotalSupportAmt041916
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt09639
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0YANKEE CANDLE
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0JOGATHON
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt012825
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt05749
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt018574
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt012825
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt05749
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt018574
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt08935
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt09639
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt07135
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt02504
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PTA PROGRAMS $26092
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1MISCELLANEOUS INCOME $9041
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2MEMBERSHIP REMITTANCE $887
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3PROGRAM EXPENSES $55333
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4OPERATING EXPENSES $1681
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5COUNCIL, DISTRICT, STATE & NAT $887
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Revenue.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Revenue.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Revenue.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.3
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0AMBER FAIRBURN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0GLENVIEW ELEMENTARY PTA
ReturnHeader/Filer/BusinessNameControlTxt0GLEN
ReturnHeader/Filer/EIN0237124522
ReturnHeader/Filer/PhoneNum07149867150
ReturnHeader/Filer/USAddress/AddressLine1Txt01775 GLENVIEW AVENUE
ReturnHeader/Filer/USAddress/CityNm0ANAHEIM
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092807
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MICHAEL C AGRESTI CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt017342 STAFFORD CIR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0YORBA LINDA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0928863819
ReturnHeader/PreparerPersonGrp/PhoneNum07143213680
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Michael C Agresti
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-11-07T18:11:04-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$8,570
Liabilities
-
Net assets
$8,570
Revenue
$54,340
Expenses
$57,901
Net income
-$3,561
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$41.1$41.1$87.1$71.5$15.6
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$46.4$46.4$88.7$56.3$32.3
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$14.1$14.1$10.3$30.5$20.2
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$34.3$34.3$42.1$19.5$22.6
2019Detailed filing. Detailed filing data is available for this year.$11.7$11.7$60.7$57.6$3.13
2018Detailed filing. Detailed filing data is available for this year.$8.57$8.57$54.3$57.9$3.56
2015Detailed filing. Detailed filing data is available for this year.$21.2$21.2$22.7$23.8$1.08
2014Detailed filing. Detailed filing data is available for this year.$22.3$22.3$24.6$23.5$1.06
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$21.2$21.2$20.4$21.1$0.65
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$21.9$21.9$21.8$2.26$19.5
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.36$2.36$34.1$38.6$4.47
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2018 filings • 501(c)3 • <$500k nonprofits