Civic Intelligence

Roy O Andersen PTA

EIN 23-7306278 • 501(c)3 • Newport Beach, CA

Profile

All disbursements are board approved and support educational training for roy o. Andersen elementary school students.

1900 Port SeabourneNewport Beach, CA 92660

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2025

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2025

Net Margin

38th percentile

-3.5%

Higher net margin than 38% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2025

Asset Growth

49th percentile

-2.7%

Faster asset growth than 49% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

69th percentile

17%

Faster revenue growth than 69% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$140,405

Down $3,897 (-2.7%) from 2024

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$140,405

Down $3,897 (-2.7%) from 2024

Operations
Liabilities / RevenueScore unavailableNet Margin38th percentile

Revenue

Up

$112,869

Up $16,086 (+17%) from 2024

Expenses

Up

$116,766

Up $29,543 (+34%) from 2024

Net Income

Down

-$3,897

Down $13,457 (-141%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth49th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$150K$100K$50K$0Assets 2012: $40,528Net Assets 2012: $40,5282012Assets 2013: $70,027Net Assets 2013: $70,0272013Assets 2014: $47,511Net Assets 2014: $47,5112014Assets 2015: $44,026Net Assets 2015: $44,0262015Assets 2016: $75,409Net Assets 2016: $75,4092016Assets 2017: $106,413Net Assets 2017: $106,4132017Assets 2018: $123,017Net Assets 2018: $123,0172018Assets 2019: $100,919Net Assets 2019: $100,9192019Assets 2020: $117,487Net Assets 2020: $117,4872020Assets 2021: $99,378Net Assets 2021: $99,3782021Assets 2022: $137,992Net Assets 2022: $137,9922022Assets 2023: $134,742Net Assets 2023: $134,7422023Assets 2024: $144,302Net Assets 2024: $144,3022024Assets 2025: $140,405Net Assets 2025: $140,4052025

Highlighted filing

2025

Assets$140,405
Liabilities-
Net Assets$140,405
Open 2025 Filing

Operations Trend

Revenue Growth69th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$150K$100K$50K$0-$50KRevenue 2012: $111,212Expenses 2012: $92,141Net Income 2012: $19,0712012Revenue 2013: $110,662Expenses 2013: $81,163Net Income 2013: $29,4992013Revenue 2014: $115,485Expenses 2014: $138,001Net Income 2014: -$22,5162014Revenue 2015: $111,889Expenses 2015: $115,374Net Income 2015: -$3,4852015Revenue 2016: $126,651Expenses 2016: $95,268Net Income 2016: $31,3832016Revenue 2017: $119,419Expenses 2017: $88,415Net Income 2017: $31,0042017Revenue 2018: $117,616Expenses 2018: $101,012Net Income 2018: $16,6042018Revenue 2019: $113,655Expenses 2019: $135,752Net Income 2019: -$22,0972019Revenue 2020: $111,027Expenses 2020: $94,459Net Income 2020: $16,5682020Revenue 2021: $16,757Expenses 2021: $34,866Net Income 2021: -$18,1092021Revenue 2022: $115,881Expenses 2022: $77,267Net Income 2022: $38,6142022Revenue 2023: $70,522Expenses 2023: $73,772Net Income 2023: -$3,2502023Revenue 2024: $96,783Expenses 2024: $87,223Net Income 2024: $9,5602024Revenue 2025: $112,869Expenses 2025: $116,766Net Income 2025: -$3,8972025

Highlighted filing

2025

Revenue$112,869
Expenses$116,766
Net Income-$3,897
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$140,405
Liabilities
-
Net assets
$140,405
Revenue
$112,869
Expenses
$116,766
Net income
-$3,897
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.40$1.40$1.13$1.17$0.04
2024Detailed filing. Detailed filing data is available for this year.$1.44$1.44$0.97$0.87$0.10
2023Detailed filing. Detailed filing data is available for this year.$1.35$1.35$0.71$0.74$0.03
2022Detailed filing. Detailed filing data is available for this year.$1.38$1.38$1.16$0.77$0.39
2021Detailed filing. Detailed filing data is available for this year.$0.99$0.99$0.17$0.35$0.18
2020Detailed filing. Detailed filing data is available for this year.$1.17$1.17$1.11$0.94$0.17
2019Detailed filing. Detailed filing data is available for this year.$1.01$1.01$1.14$1.36$0.22
2018Detailed filing. Detailed filing data is available for this year.$1.23$1.23$1.18$1.01$0.17
2017Detailed filing. Detailed filing data is available for this year.$1.06$1.06$1.19$0.88$0.31
2016Detailed filing. Detailed filing data is available for this year.$0.75$0.75$1.27$0.95$0.31
2015Detailed filing. Detailed filing data is available for this year.$0.44$0.44$1.12$1.15$0.03
2014Detailed filing. Detailed filing data is available for this year.$0.48$0.48$1.15$1.38$0.23
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.70$0.70$1.11$0.81$0.29
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.41$0.41$1.11$0.92$0.19
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Aug 26, 2025
Return Version
2024v5.0
Gross Receipts
$160,876
Mission and Program Overview

Mission

All disbursements are board approved and support educational training for roy o. Andersen elementary school students.

Program Services

DescriptionGrantsExpenses
ENRICHMENT PROGRAMS FOR ELEMENTARY SCHOOL STUDENTS-$101,629
INSTRUCTIONAL MATERIALS FOR ELEMENTARY SCHOOL STUDENTS-$13,835
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
VANESSA SMITHPresidentPT$0--
CANDACE QUARTARAROTreasurerPT$0--
COURTNEY JOHNSONVice-Preside-$0--
LISA ANHALTSecretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Jogabunga$92,905$92,905$6,806$86,099
School Play$42,974$42,974$28,588$14,386
Total Events$135,879$135,879$35,394$100,485
Filing and Contact Details

Filer

Filer Name
Roy O Andersen Pta
EIN
23-7306278
Phone
9495156935
Address
1900 PORT SEABOURNE, NEWPORT BEACH, CA 92660

Signing Officer

Name
Candace Quartararo
Title
Treasurer
Phone
9495156935
Signed
2025-08-26
Discuss with paid preparer
Yes

Preparer

Firm
Jan S Zucker CPA
Address
2024 PORT BRISTOL CIR, NEWPORT BEACH, CA 92660
Preparer
Jan Zucker CPA
Phone
9496442441
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses insurance 421 art/enrichment 33,729 assemblies 7,859 classroom materials 2,313 community support 15,721 library 11,522 officer supplies 881 staff appreciation 3,150 student activities 21,361 student support 16,834 total 113,791”

Form 990-ez, Part III

“All disbursements are board approved and support educational training for roy o. Andersen elementary school students.”

Raw XML Appendix161 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/PhoneNum09497057664
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0NEWPORT BEACH
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092660
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0144302
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0140405
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt011082
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-3897
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt02975
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0144302
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0140405
IRS990EZ/FundraisingGrossIncomeAmt0149794
IRS990EZ/GrossReceiptsAmt0160876
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0144302
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0140405
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0144302
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0140405
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt07.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt17.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0VANESSA SMITH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1CANDACE QUARTARARO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2COURTNEY JOHNSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3LISA ANHALT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VICE-PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt0113791
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0ALL DISBURSEMENTS ARE BOARD APPROVED AND SUPPORT EDUCATIONAL TRAINING FOR ROY O. ANDERSEN ELEMENTARY SCHOOL STUDENTS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0ENRICHMENT PROGRAMS FOR ELEMENTARY SCHOOL STUDENTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1INSTRUCTIONAL MATERIALS FOR ELEMENTARY SCHOOL STUDENTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0101629
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt113835
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt048007
IRS990EZ/SpecialEventsNetIncomeLossAmt0101787
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0116766
IRS990EZ/TotalProgramServiceExpensesAmt0115464
IRS990EZ/TotalRevenueAmt0112869
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesEngagedOrgInvlmntInd0true
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesFurtherExemptPrpsInd0true
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesTestInd0X
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd0true
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd0true
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0ROY O. ANDERSEN PTA DIRECTLY SUPPORTED THE EXEMPT PURPOSE OF ANDERSEN ELEMENTARY SCHOOL.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1THE ACTIVITIES SUPPORTED BY ROY O. ANDERSEN PTA WOULD HAVE BEEN PROVIDED FOR BY ANDERSEN ELEMENTARY IF ROY O. ANDERSEN PTA WAS NOT INVOLVED.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART IV, SECTION E, LINE 2A
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1PART IV, SECTION E, LINE 2B
IRS990ScheduleA/OtherSupportSumAmt0100
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0952417783
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd02
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt0100
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0116766
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0ANDERSEN ELEMENTARY
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine2Txt0ANDERSEN ELEMENTARY
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3FuncIntInd0X
IRS990ScheduleA/SupportSumAmt0116766
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt035394
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0JOGABUNGA
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0SCHOOL PLAY
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt092905
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt042974
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt092905
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt042974
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0135879
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0100485
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt035394
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt06806
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt028588
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES INSURANCE 421 ART/ENRICHMENT 33,729 ASSEMBLIES 7,859 CLASSROOM MATERIALS 2,313 COMMUNITY SUPPORT 15,721 LIBRARY 11,522 OFFICER SUPPLIES 881 STAFF APPRECIATION 3,150 STUDENT ACTIVITIES 21,361 STUDENT SUPPORT 16,834 TOTAL 113,791
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ALL DISBURSEMENTS ARE BOARD APPROVED AND SUPPORT EDUCATIONAL TRAINING FOR ROY O. ANDERSEN ELEMENTARY SCHOOL STUDENTS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART III
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CANDACE QUARTARARO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09495156935
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-08-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROY O ANDERSEN PTA
ReturnHeader/Filer/BusinessNameControlTxt0ROYO
ReturnHeader/Filer/EIN0237306278
ReturnHeader/Filer/PhoneNum09495156935
ReturnHeader/Filer/USAddress/AddressLine1Txt01900 PORT SEABOURNE
ReturnHeader/Filer/USAddress/CityNm0NEWPORT BEACH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092660
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02024 PORT BRISTOL CIR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEWPORT BEACH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092660
ReturnHeader/PreparerPersonGrp/PhoneNum09496442441
ReturnHeader/PreparerPersonGrp/PreparationDt02025-08-26
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAN ZUCKER CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-08-26T13:49:14-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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