Civic Intelligence

Roy O Andersen PTA

990EZ • Fiscal year 2016 • EIN 23-7306278

Jul 01, 2015 to Jun 30, 2016 • Filed on Aug 19, 2016

Organization ProfileN/A
1900 Port SeabourneNewport Beach, CA 92660

(858) 504-0611

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 2016

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2016

Net Margin

81st percentile

25%

Higher net margin than 81% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

88th percentile

71%

Faster asset growth than 88% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

67th percentile

13%

Faster revenue growth than 67% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$75,409

Up $31,383 (+71%) from 2015

Net Assets

Up

$75,409

Up $31,383 (+71%) from 2015

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin81st percentile

Revenue

Up

$126,651

Up $14,762 (+13%) from 2015

Expenses

Down

$95,268

Down $20,106 (-17%) from 2015

Net Income

Up

$31,383

Up $34,868 (+1001%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth88th percentile

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

$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

2016

Assets$75,409
Liabilities-
Net Assets$75,409
Open 2016 Filing

Operations Trend

Revenue Growth67th percentile

Revenue, expenses, and net income across loaded years, with this 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

2016

Revenue$126,651
Expenses$95,268
Net Income$31,383
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Aug 19, 2016
Return Version
2015v2.1
Gross Receipts
$153,663
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-$77,679
INSTRUCTIONAL MATERIALS FOR ELEMENTARY SCHOOL STUDENTS-$10,261
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MISSY HARRISPresidentPT$0--
LISA STEPHENSONAuditorPT$0--
MARGARITA GOMEZTreasurerPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Jog-a-thon$81,145$81,145$2,987$78,158
School Play$29,947$29,947$13,396$16,551
Total Events$147,434$147,434$27,012$120,422
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
Margarita Gomez
Title
Treasurer
Signed
2016-08-19
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 216 bank fees 24 campus beautification 1,747 community support 4,316 dues 171 field trips 3,779 in-school art 10,457 in-school music 2,392 library 10,208 officer supplies 1,952 student activities 3,737 supplemental enrichment 9,327 teacher appreciation 1,641 teacher materials 10,259 teaching assistants 30,077 total 90,303”

Form 990-ez, Part III

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

Raw XML Appendix158 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/PersonNm0MARGARITA GOMEZ
IRS990EZ/BooksInCareOfDetail/PhoneNum08585040611
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01718 PORT CHARLES PLACE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0NEWPORT BEACH
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092660
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt044026
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt075409
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt031383
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt044026
IRS990EZ/Form990TotalAssetsGrp/EOYAmt075409
IRS990EZ/FundraisingGrossIncomeAmt0150984
IRS990EZ/GrossReceiptsAmt0153663
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt02679
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt044026
IRS990EZ/NetAssetsOrFundBalancesEOYAmt075409
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt044026
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt075409
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MISSY HARRIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1LISA STEPHENSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MARGARITA GOMEZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1AUDITOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt090303
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0ALL DISBURSEMENTS ARE BOARD APPROVED AND SUPPORT EDUCATIONAL TRAINING FOR ROY O. ANDERSEN ELEMENTARY SCHOOL STUDENTS.
IRS990EZ/PrintingPublicationsPostageAmt04965
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0ENRICHMENT PROGRAMS FOR ELEMENTARY SCHOOL STUDENTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1INSTRUCTIONAL MATERIALS FOR ELEMENTARY SCHOOL STUDENTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt077679
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt110261
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt027012
IRS990EZ/SpecialEventsNetIncomeLossAmt0123972
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt095268
IRS990EZ/TotalProgramServiceExpensesAmt087940
IRS990EZ/TotalRevenueAmt0126651
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/OtherSupportSumAmt010
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0952417783
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd02
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt010
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt095268
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0ANDERSEN ELEMENTARY
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine2Txt0ANDERSEN ELEMENTARY
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3FuncIntInd0X
IRS990ScheduleA/SupportSumAmt095268
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt027012
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0JOG-A-THON
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0SCHOOL PLAY
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt081145
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt029947
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt036342
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0147434
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt081145
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt029947
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt036342
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0147434
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0120422
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt010629
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt027012
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt02987
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt013396
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt04
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES INSURANCE 216 BANK FEES 24 CAMPUS BEAUTIFICATION 1,747 COMMUNITY SUPPORT 4,316 DUES 171 FIELD TRIPS 3,779 IN-SCHOOL ART 10,457 IN-SCHOOL MUSIC 2,392 LIBRARY 10,208 OFFICER SUPPLIES 1,952 STUDENT ACTIVITIES 3,737 SUPPLEMENTAL ENRICHMENT 9,327 TEACHER APPRECIATION 1,641 TEACHER MATERIALS 10,259 TEACHING ASSISTANTS 30,077 TOTAL 90,303
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/BuildTS02016-12-15 16:53:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MARGARITA GOMEZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-08-19
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROY O ANDERSEN PTA
ReturnHeader/Filer/BusinessNameControlTxt0ROYO
ReturnHeader/Filer/EIN0237306278
ReturnHeader/Filer/USAddress/AddressLine1Txt01900 PORT SEABOURNE
ReturnHeader/Filer/USAddress/CityNm0NEWPORT BEACH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092660
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JAN S ZUCKER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02024 PORT BRISTOL CIR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEWPORT BEACH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0926605413
ReturnHeader/PreparerPersonGrp/PhoneNum09496442441
ReturnHeader/PreparerPersonGrp/PreparationDt02016-08-30
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAN ZUCKER CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02016-08-30T17:17:57-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$75,409
Liabilities
-
Net assets
$75,409
Revenue
$126,651
Expenses
$95,268
Net income
$31,383
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