Liabilities / Assets
Score unavailable
Liabilities-to-assets requires both liabilities and assets on this filing.
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
Liabilities / Assets
Score unavailable
Liabilities-to-assets requires both liabilities and assets on this filing.
Liabilities / Revenue
Score unavailable
Liabilities-to-revenue requires both liabilities and revenue on this filing.
Net Margin
34th percentile
Higher net margin than 34% of similar nonprofits.
Top Officer Pay
78th percentile
Higher top officer pay than 78% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
43rd percentile
Faster asset growth than 43% of similar nonprofits.
Revenue Growth
15th percentile
Faster revenue growth than 15% of similar nonprofits.
Assets
Down$134,742
Down $3,250 (-2.4%) from 2022
Net Assets
Down$134,742
Down $3,250 (-2.4%) from 2022
Liabilities
-
No earlier filing loaded for comparison.
Revenue
Down$70,522
Down $45,359 (-39%) from 2022
Expenses
Down$73,772
Down $3,495 (-4.5%) from 2022
Net Income
Down-$3,250
Down $41,864 (-108%) from 2022
All disbursements are board approved and support educational training for roy o. Andersen elementary school students.
| Description | Grants | Expenses |
|---|---|---|
| ENRICHMENT PROGRAMS FOR ELEMENTARY SCHOOL STUDENTS | - | $36,498 |
| INSTRUCTIONAL MATERIALS FOR ELEMENTARY SCHOOL STUDENTS | - | $35,841 |
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| TRISTAN CLOSE | President | PT | $0 | - | - |
| JENNY BARBERY | Treasurer | PT | $0 | - | - |
| KARA GREER | Vice-Preside | - | $0 | - | - |
| LISA ANHALT | Secretary | - | $0 | - | - |
| Event | Gross Receipts | Gross Revenue | Direct Expenses | Net Income |
|---|---|---|---|---|
| Jogabunga | $50,977 | $50,977 | $23,849 | $27,128 |
| School Play | $26,475 | $26,475 | $28,167 | $-1,692 |
| Total Events | $83,477 | $83,477 | $52,016 | $31,461 |
“Expenses website 2,040 insurance 697 art/enrichment 18,305 assemblies 7,028 classroom materials 3,551 community support 7,389 field trips 7,843 library 7,614 officer supplies 736 recess revamp 8,500 staff appreciation 2,480 student activities 1,598 student support 5,416 total 73,197”
“All disbursements are board approved and support educational training for roy o. Andersen elementary school students.”
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 | JENNY BARBERY |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 7147421993 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 1900 PORT SEABOURNE |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | NEWPORT BEACH |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | CA |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 92660 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 137992 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 134742 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | false |
| IRS990EZ/ContributionsGiftsGrantsEtcAmt | 0 | 35189 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | false |
| IRS990EZ/EngagedInExcessBenefitTransInd | 0 | false |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | -3250 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 575 |
| IRS990EZ/FiledScheduleAInd | 0 | true |
| IRS990EZ/ForeignFinancialAccountInd | 0 | false |
| IRS990EZ/ForeignOfficeInd | 0 | false |
| IRS990EZ/Form1120PolFiledInd | 0 | false |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 137992 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 134742 |
| IRS990EZ/FundraisingGrossIncomeAmt | 0 | 105274 |
| IRS990EZ/GrossReceiptsAmt | 0 | 140463 |
| IRS990EZ/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/LobbyingActivitiesInd | 0 | false |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | false |
| IRS990EZ/MethodOfAccountingCashInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 137992 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 134742 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 137992 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 134742 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 7.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 7.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 3 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | TRISTAN CLOSE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | JENNY BARBERY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | KARA GREER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | LISA ANHALT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | PRESIDENT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | TREASURER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | VICE-PRESIDE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | SECRETARY |
| IRS990EZ/OperateHospitalInd | 0 | false |
| IRS990EZ/Organization501c3Ind | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | false |
| IRS990EZ/OrganizationHadUBIInd | 0 | false |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 73197 |
| 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/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | ENRICHMENT PROGRAMS FOR ELEMENTARY SCHOOL STUDENTS |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 1 | INSTRUCTIONAL MATERIALS FOR ELEMENTARY SCHOOL STUDENTS |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 36498 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 1 | 35841 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SchoolOperatingInd | 0 | false |
| IRS990EZ/SpecialEventsDirectExpensesAmt | 0 | 69941 |
| IRS990EZ/SpecialEventsNetIncomeLossAmt | 0 | 35333 |
| IRS990EZ/StatesWhereCopyOfReturnIsFldCd | 0 | CA |
| IRS990EZ/SubjectToProxyTaxInd | 0 | false |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TotalExpensesAmt | 0 | 73772 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 72339 |
| IRS990EZ/TotalRevenueAmt | 0 | 70522 |
| 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/OtherSupportSumAmt | 0 | 100 |
| IRS990ScheduleA/SupportedOrganizationsCnt | 0 | 1 |
| IRS990ScheduleA/SupportedOrganizationsTotalCnt | 0 | 1 |
| IRS990ScheduleA/SupportedOrgInformationGrp/EIN | 0 | 952417783 |
| IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd | 0 | true |
| IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd | 0 | 2 |
| IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt | 0 | 100 |
| IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt | 0 | 73672 |
| 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 | 73672 |
| IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt | 0 | 52016 |
| IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm | 0 | JOGABUNGA |
| IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm | 0 | SCHOOL PLAY |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt | 0 | 50977 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt | 0 | 26475 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt | 0 | 6025 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt | 0 | 83477 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt | 0 | 50977 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt | 0 | 26475 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt | 0 | 6025 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt | 0 | 83477 |
| IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt | 0 | 31461 |
| IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt | 0 | 52016 |
| IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt | 0 | 23849 |
| IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt | 0 | 28167 |
| IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt | 0 | 1 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | EXPENSES WEBSITE 2,040 INSURANCE 697 ART/ENRICHMENT 18,305 ASSEMBLIES 7,028 CLASSROOM MATERIALS 3,551 COMMUNITY SUPPORT 7,389 FIELD TRIPS 7,843 LIBRARY 7,614 OFFICER SUPPLIES 736 RECESS REVAMP 8,500 STAFF APPRECIATION 2,480 STUDENT ACTIVITIES 1,598 STUDENT SUPPORT 5,416 TOTAL 73,197 |
| 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 | 2023-04-26 12:10:37Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | true |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | JENNY BARBERY |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | TREASURER |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2023-08-08 |
| 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/IRSResponsiblePrtyInfoCurrInd | 0 | true |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | JAN S ZUCKER CPA |
| 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 | 92660 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 9496442441 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2023-08-17 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | JAN ZUCKER CPA |
| ReturnHeader/PreparerPersonGrp/SelfEmployedInd | 0 | X |
| ReturnHeader/ReturnTs | 0 | 2023-08-17T15:05:40-04:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm | 0 | JENNY |
| ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm | 0 | BARBERY |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2022-07-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2023-06-30 |
| ReturnHeader/TaxYr | 0 | 2022 |
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Displayed year
2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.