Liabilities / Assets
Score unavailable
Liabilities-to-assets requires both liabilities and assets on this filing.
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
No value available
Liabilities / Revenue
Score unavailable
Liabilities-to-revenue requires both liabilities and revenue on this filing.
Net Margin
33rd percentile
Higher net margin than 33% of similar nonprofits.
Top Officer Pay
Score unavailable
This filing does not contain officer compensation rows.
Asset Growth
32nd percentile
Faster asset growth than 32% of similar nonprofits.
Revenue Growth
43rd percentile
Faster revenue growth than 43% of similar nonprofits.
Balance Sheet
Assets
Down$44,026
Down $3,485 (-7.3%) from 2014
Net Assets
Down$44,026
Down $3,485 (-7.3%) from 2014
Liabilities
-
No earlier filing loaded for comparison.
Revenue And Expenses
Revenue
Down$111,889
Down $3,596 (-3.1%) from 2014
Expenses
Down$115,374
Down $22,627 (-16%) from 2014
Net Income
Up-$3,485
Up $19,031 (+85%) from 2014
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jul 1, 2014 to Jun 30, 2015
- Signed
- Sep 21, 2015
- Return Version
- 2014v5.0
- Gross Receipts
- $142,592
Mission and Program Overview
Mission
All disbursements are board approved and support educational training for roy o. Andersen elementary school students.
Program Services
| Description | Grants | Expenses |
|---|---|---|
| ENRICHMENT PROGRAMS FOR ELEMENTARY SCHOOL STUDENTS | - | $99,528 |
| INSTRUCTIONAL MATERIALS FOR ELEMENTARY SCHOOL STUDENTS | - | $10,760 |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| CHEREE GARBUTT | President | PT | $0 | - | - |
| STEPHANIE GEOHEGAN | Auditor | - | $0 | - | - |
| SARA BENSON | Treasurer | PT | $0 | - | - |
| MISSY HARRIS | Co-President | PT | $0 | - | - |
Fundraising, Events, and Gaming
Fundraising Events
| Event | Gross Receipts | Gross Revenue | Direct Expenses | Net Income |
|---|---|---|---|---|
| Jog-a-thon | $61,988 | $61,988 | $3,378 | $58,610 |
| School Play | $28,888 | $28,888 | $14,987 | $13,901 |
| Total Events | $132,522 | $132,522 | $30,703 | $101,819 |
Filing and Contact Details
Filer
- Filer Name
- Roy O Andersen Pta
- EIN
- 23-7306278
- Address
- 1900 PORT SEABOURNE, NEWPORT BEACH, CA 92660
Signing Officer
- Name
- Sara Benson
- Title
- Treasurer
- Signed
- 2015-09-21
- Discuss with paid preparer
- Yes
Preparer
- Firm
- Jan S Zucker
- Address
- 2024 PORT BRISTOL CIR, NEWPORT BEACH, CA 92660-5413
- Preparer
- Jan Zucker CPA
- Phone
- 9496442441
Supplemental Narrative
Additional Explanations
Form 990-ez, Part I, Line 16
“Expenses insurance 209 bank fees 39 campus beautification 1,795 community support 4,907 dues 180 field trips 3,838 in-school art 10,301 in-school music 9,371 library 11,312 officer supplies 2,798 staff development 1,070 student activities 3,718 supplemental enrichment 11,532 teacher appreciation 2,134 teacher materials 10,760 teaching assistants 31,000 technology 8,550 total 113,514”
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 |
|---|---|---|
| IRS990EZ/ActivitiesNotPreviouslyRptInd | 0 | false |
| IRS990EZ/BooksInCareOfDetail/PersonNm | 0 | SARA BENSON |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 9496442441 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 1847 PORT TAGGART |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | NEWPORT BEACH |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | CA |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 92660 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 47511 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 44026 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | false |
| IRS990EZ/DonorAdvisedFndsInd | 0 | false |
| IRS990EZ/EngagedInExcessBenefitTransInd | 0 | false |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | -3485 |
| IRS990EZ/FiledScheduleAInd | 0 | true |
| IRS990EZ/ForeignFinancialAccountInd | 0 | false |
| IRS990EZ/ForeignOfficeInd | 0 | false |
| IRS990EZ/Form1120PolFiledInd | 0 | false |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 47511 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 44026 |
| IRS990EZ/FundraisingGrossIncomeAmt | 0 | 139856 |
| IRS990EZ/GrossReceiptsAmt | 0 | 142592 |
| IRS990EZ/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/LobbyingActivitiesInd | 0 | false |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | false |
| IRS990EZ/MembershipDuesAmt | 0 | 2736 |
| IRS990EZ/MethodOfAccountingCashInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 47511 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 44026 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 47511 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 44026 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 10.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 5.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 3 | 10.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | CHEREE GARBUTT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | STEPHANIE GEOHEGAN |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | SARA BENSON |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | MISSY HARRIS |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | PRESIDENT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | AUDITOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | TREASURER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | CO-PRESIDENT |
| IRS990EZ/OperateHospitalInd | 0 | false |
| IRS990EZ/Organization501c3Ind | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | false |
| IRS990EZ/OrganizationHadUBIInd | 0 | false |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 113514 |
| IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt | 0 | NONE |
| IRS990EZ/PartVIOfCompOfHghstPdEmplTxt | 0 | NONE |
| IRS990EZ/PoliticalCampaignActyInd | 0 | false |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | ALL DISBURSEMENTS ARE BOARD APPROVED AND SUPPORT EDUCATIONAL TRAINING FOR ROY O. ANDERSEN ELEMENTARY SCHOOL STUDENTS. |
| IRS990EZ/PrintingPublicationsPostageAmt | 0 | 1860 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | ENRICHMENT PROGRAMS FOR ELEMENTARY SCHOOL STUDENTS |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 1 | INSTRUCTIONAL MATERIALS FOR ELEMENTARY SCHOOL STUDENTS |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 99528 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 1 | 10760 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SchoolOperatingInd | 0 | false |
| IRS990EZ/SpecialEventsDirectExpensesAmt | 0 | 30703 |
| IRS990EZ/SpecialEventsNetIncomeLossAmt | 0 | 109153 |
| IRS990EZ/StatesWhereCopyOfReturnIsFldCd | 0 | CA |
| IRS990EZ/SubjectToProxyTaxInd | 0 | false |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TotalExpensesAmt | 0 | 115374 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 110288 |
| IRS990EZ/TotalRevenueAmt | 0 | 111889 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd | 0 | false |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | N/A |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd | 0 | false |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd | 0 | false |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd | 0 | false |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd | 0 | false |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd | 0 | false |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd | 0 | false |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd | 0 | false |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd | 0 | true |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd | 0 | false |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd | 0 | false |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd | 0 | false |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd | 0 | false |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind | 0 | false |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd | 0 | false |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd | 0 | false |
| IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesEngagedOrgInvlmntInd | 0 | true |
| IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesFurtherExemptPrpsInd | 0 | true |
| IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesTestInd | 0 | X |
| IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd | 0 | true |
| IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd | 0 | false |
| IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd | 0 | true |
| IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt | 0 | ROY O. ANDERSEN PTA DIRECTLY SUPPORTED THE EXEMPT PURPOSE OF ANDERSEN ELEMENTARY SCHOOL. |
| IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt | 1 | THE 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/FormAndLineReferenceDesc | 0 | PART IV, SECTION E, LINE 2A |
| IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc | 1 | PART IV, SECTION E, LINE 2B |
| IRS990ScheduleA/SupportedOrganizationsCnt | 0 | 1 |
| IRS990ScheduleA/SupportedOrganizationsTotalCnt | 0 | 1 |
| IRS990ScheduleA/SupportedOrgInformationGrp/EIN | 0 | 952417783 |
| IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd | 0 | true |
| IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeDesc | 0 | 2 |
| IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt | 0 | 10 |
| IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt | 0 | 111879 |
| IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt | 0 | ANDERSEN ELEMENTARY |
| IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine2Txt | 0 | ANDERSEN ELEMENTARY |
| IRS990ScheduleA/SupportingOrganization509a3Ind | 0 | X |
| IRS990ScheduleA/SupportingOrgType3FuncIntInd | 0 | X |
| IRS990ScheduleA/SupportSumAmt | 0 | 111889 |
| IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt | 0 | 30703 |
| IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm | 0 | JOG-A-THON |
| IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm | 0 | SCHOOL PLAY |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt | 0 | 61988 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt | 0 | 28888 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt | 0 | 41646 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt | 0 | 132522 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt | 0 | 61988 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt | 0 | 28888 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt | 0 | 41646 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt | 0 | 132522 |
| IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt | 0 | 101819 |
| IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt | 0 | 12338 |
| IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt | 0 | 30703 |
| IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt | 0 | 3378 |
| IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt | 0 | 14987 |
| IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt | 0 | 4 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | EXPENSES INSURANCE 209 BANK FEES 39 CAMPUS BEAUTIFICATION 1,795 COMMUNITY SUPPORT 4,907 DUES 180 FIELD TRIPS 3,838 IN-SCHOOL ART 10,301 IN-SCHOOL MUSIC 9,371 LIBRARY 11,312 OFFICER SUPPLIES 2,798 STAFF DEVELOPMENT 1,070 STUDENT ACTIVITIES 3,718 SUPPLEMENTAL ENRICHMENT 11,532 TEACHER APPRECIATION 2,134 TEACHER MATERIALS 10,760 TEACHING ASSISTANTS 31,000 TECHNOLOGY 8,550 TOTAL 113,514 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | ALL DISBURSEMENTS ARE BOARD APPROVED AND SUPPORT EDUCATIONAL TRAINING FOR ROY O. ANDERSEN ELEMENTARY SCHOOL STUDENTS. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990-EZ, PART I, LINE 16 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990-EZ, PART III |
| ReturnHeader/BuildTS | 0 | 2016-03-07 17:11:31Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | true |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | SARA BENSON |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | TREASURER |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2015-09-21 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | ROY O ANDERSEN PTA |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | ROYO |
| ReturnHeader/Filer/EIN | 0 | 237306278 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 1900 PORT SEABOURNE |
| ReturnHeader/Filer/USAddress/CityNm | 0 | NEWPORT BEACH |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | CA |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 92660 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | JAN S ZUCKER |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 2024 PORT BRISTOL CIR |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | NEWPORT BEACH |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | CA |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 926605413 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 9496442441 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2015-10-05 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | JAN ZUCKER CPA |
| ReturnHeader/PreparerPersonGrp/SelfEmployedInd | 0 | X |
| ReturnHeader/ReturnTs | 0 | 2015-10-05T21:34:58-05:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2014-07-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2015-06-30 |
| ReturnHeader/TaxYr | 0 | 2014 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $44,026
- Liabilities
- -
- Net assets
- $44,026
- Revenue
- $111,889
- Expenses
- $115,374
- Net income
- -$3,485