Civic Intelligence

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

990EZ • Fiscal year 2020 • EIN 23-7124522

Jul 01, 2019 to Jun 30, 2020 • Filed on Jan 14, 2021

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 2020

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2020

Net Margin

90th percentile

54%

Higher net margin than 90% 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

193%

Faster asset growth than 93% of similar nonprofits.

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

Revenue Growth

35th percentile

-31%

Faster revenue growth than 35% of similar nonprofits.

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

Assets

Up

$34,273

Up $22,575 (+193%) from 2019

Net Assets

Up

$34,273

Up $22,575 (+193%) from 2019

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$42,086

Down $18,655 (-31%) from 2019

Expenses

Down

$19,511

Down $38,102 (-66%) from 2019

Net Income

Up

$22,575

Up $19,447 (+622%) 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 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

2020

Assets$34,273
Liabilities-
Net Assets$34,273

Operations Trend

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

2020

Revenue$42,086
Expenses$19,511
Net Income$22,575
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Jan 14, 2021
Return Version
2019v5.0
Gross Receipts
$58,578
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$16,068-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
KYM JEDINAKPresidentPT$0--
DIANA PENAVice PresidentPT$0--
ANDRIA DEIROVice PresidentPT$0--
MIMI WINSTONSecretaryPT$0--
ART MENENDEZTreasurerPT$0--
MICHELLE FERKOHistornianPT$0--
STEPHANIE MENDOZA BIERAuditorPT$0--
MEGHAN BAUTISTAParliamentarianPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Jogathon$19,704$19,704$4,240$15,464
Spring Fundraiser - Mrs. Fields$18,641$18,641$11,257$7,384
Total Events$38,345$38,345$15,497$22,848
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
Kym Jedinak
Title
President
Signed
2021-01-14
Discuss with paid preparer
Yes

Preparer

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

Additional Explanations

Other Revenue.1

PTA PROGRAMS $16427

Other Revenue.2

Membership remittance $247

Other Expenses.1

PROGRAM EXPENSES $16068

Other Expenses.2

Hospitality/teacher appreciati $2202

Other Expenses.3

OPERATING EXPENSES $1120

Other Expenses.4

Council, district, state & nat $121

Raw XML Appendix171 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
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IRS990EZ/BooksInCareOfDetail/PersonNm0RUBY GRAHAM
IRS990EZ/BooksInCareOfDetail/PhoneNum07149867150
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01775 GLENVIEW AVENUE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0ANAHEIM
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092807
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt011698
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt034273
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0105
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt022575
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt011698
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IRS990EZ/FundraisingGrossIncomeAmt040828
IRS990EZ/GrossReceiptsAmt058578
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0971
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt011698
IRS990EZ/NetAssetsOrFundBalancesEOYAmt034273
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt011698
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt020.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0KYM JEDINAK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DIANA PENA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ANDRIA DEIRO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MIMI WINSTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4ART MENENDEZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5MICHELLE FERKO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6STEPHANIE MENDOZA BIER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7MEGHAN BAUTISTA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5HISTORNIAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6AUDITOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7PARLIAMENTARIAN
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt019511
IRS990EZ/OtherRevenueTotalAmt016674
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/GrantsAndAllocationsAmt016068
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt016492
IRS990EZ/SpecialEventsNetIncomeLossAmt024336
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt019511
IRS990EZ/TotalProgramServiceExpensesAmt016068
IRS990EZ/TotalRevenueAmt042086
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt01076
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt02102
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt06783
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt09961
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt016427
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt029160
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt035133
IRS990ScheduleA/OtherIncome170Grp/TotalAmt080720
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.00000
IRS990ScheduleA/PublicSupportTotal170Amt09961
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt01076
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt02102
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt06783
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt09961
IRS990ScheduleA/TotalSupportAmt090681
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt015497
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0JOGATHON
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0SPRING FUNDRAISER - MRS. FIELDS
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt019704
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt018641
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt038345
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt019704
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt018641
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt038345
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt022848
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt015497
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt04240
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt011257
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PTA PROGRAMS $16427
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1MEMBERSHIP REMITTANCE $247
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PROGRAM EXPENSES $16068
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3HOSPITALITY/TEACHER APPRECIATI $2202
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4OPERATING EXPENSES $1120
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5COUNCIL, DISTRICT, STATE & NAT $121
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Revenue.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Revenue.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.4
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KYM JEDINAK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-01-14
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/ZIPCd092886
ReturnHeader/PreparerPersonGrp/PhoneNum07143213680
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Michael C Agresti
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02021-01-14T09:44:35-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2020 filings • 501(c)3 • <$500k nonprofits