Civic Intelligence

Roy O Andersen PTA

990EZ • Fiscal year 2023 • EIN 23-7306278

Jul 01, 2022 to Jun 30, 2023 • Filed on Aug 08, 2023

1900 Port SeabourneNewport Beach, CA 92660

(714) 742-1993

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 2023

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2023

Net Margin

34th percentile

-4.6%

Higher net margin than 34% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

43rd percentile

-2.4%

Faster asset growth than 43% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

15th percentile

-39%

Faster revenue growth than 15% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

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

Historical Trend

Balance Sheet Trend

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

2023

Assets$134,742
Liabilities-
Net Assets$134,742

Operations Trend

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

2023

Revenue$70,522
Expenses$73,772
Net Income-$3,250
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Aug 8, 2023
Return Version
2022v5.0
Gross Receipts
$140,463
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-$36,498
INSTRUCTIONAL MATERIALS FOR ELEMENTARY SCHOOL STUDENTS-$35,841
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
TRISTAN CLOSEPresidentPT$0--
JENNY BARBERYTreasurerPT$0--
KARA GREERVice-Preside-$0--
LISA ANHALTSecretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet 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
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
Jenny Barbery
Title
Treasurer
Signed
2023-08-08
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 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

Form 990-ez, Part III

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

Raw XML Appendix164 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/PhoneNum07147421993
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0NEWPORT BEACH
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092660
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0137992
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IRS990EZ/InfoInScheduleOPartIIIInd0X
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IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0137992
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0134742
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0137992
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0134742
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt07.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt17.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0TRISTAN CLOSE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JENNY BARBERY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2KARA GREER
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/OtherExpensesTotalAmt073197
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/ProgramServiceExpensesAmt036498
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt135841
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt069941
IRS990EZ/SpecialEventsNetIncomeLossAmt035333
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt073772
IRS990EZ/TotalProgramServiceExpensesAmt072339
IRS990EZ/TotalRevenueAmt070522
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/SupportAmt073672
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0ANDERSEN ELEMENTARY
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine2Txt0ANDERSEN ELEMENTARY
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3FuncIntInd0X
IRS990ScheduleA/SupportSumAmt073672
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt052016
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0JOGABUNGA
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0SCHOOL PLAY
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt050977
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt026475
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt06025
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt083477
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt050977
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt026475
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt06025
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt083477
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt031461
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt052016
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt023849
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt028167
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES 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/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/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JENNY BARBERY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-08-08
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/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JAN S ZUCKER CPA
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/PreparationDt02023-08-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAN ZUCKER CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02023-08-17T15:05:40-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JENNY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BARBERY
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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