Civic Intelligence

Rose Drive Elementary PTA

990EZ • Fiscal year 2017 • EIN 23-7451155

Jul 01, 2016 to Jun 30, 2017 • Filed on Oct 11, 2017

4700 Rose DrYorba Linda, CA 92886

(714) 986-7250

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 2017

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2017

Net Margin

23rd percentile

-11%

Higher net margin than 23% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

14th percentile

-32%

Faster asset growth than 14% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

67th percentile

14%

Faster revenue growth than 67% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Down

$13,427

Down $6,236 (-32%) from 2016

Net Assets

Down

$13,427

Down $6,236 (-32%) from 2016

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$59,123

Up $7,220 (+14%) from 2016

Expenses

Up

$65,359

Up $25,354 (+63%) from 2016

Net Income

Down

-$6,236

Down $18,134 (-152%) from 2016

Historical Trend

Balance Sheet Trend

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

$100K$50K$0Assets 2014: $6,827Net Assets 2014: $6,8272014Assets 2015: $7,765Net Assets 2015: $7,7652015Assets 2016: $19,663Net Assets 2016: $19,6632016Assets 2017: $13,427Net Assets 2017: $13,4272017Assets 2018: $34,557Net Assets 2018: $34,5572018Assets 2019: $40,473Net Assets 2019: $40,4732019Assets 2020: $45,043Net Assets 2020: $45,0432020Assets 2021: $40,318Net Assets 2021: $40,3182021Assets 2022: $58,781Net Assets 2022: $58,7812022Assets 2023: $57,155Net Assets 2023: $57,1552023Assets 2024: $73,572Net Assets 2024: $73,5722024Assets 2025: $92,236Net Assets 2025: $92,2362025

Highlighted filing

2017

Assets$13,427
Liabilities-
Net Assets$13,427

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$100K$50K$0-$50KRevenue 2014: $58,181Expenses 2014: $62,410Net Income 2014: -$4,2292014Revenue 2015: $53,714Expenses 2015: $52,776Net Income 2015: $9382015Revenue 2016: $51,903Expenses 2016: $40,005Net Income 2016: $11,8982016Revenue 2017: $59,123Expenses 2017: $65,359Net Income 2017: -$6,2362017Revenue 2018: $59,671Expenses 2018: $38,541Net Income 2018: $21,1302018Revenue 2019: $77,666Expenses 2019: $71,750Net Income 2019: $5,9162019Revenue 2020: $74,307Expenses 2020: $69,737Net Income 2020: $4,5702020Revenue 2021: $30,167Expenses 2021: $34,892Net Income 2021: -$4,7252021Revenue 2022: $67,181Expenses 2022: $48,718Net Income 2022: $18,4632022Revenue 2023: $92,353Expenses 2023: $93,979Net Income 2023: -$1,6262023Revenue 2024: $91,867Expenses 2024: $75,450Net Income 2024: $16,4172024Revenue 2025: $92,873Expenses 2025: $74,209Net Income 2025: $18,6642025

Highlighted filing

2017

Revenue$59,123
Expenses$65,359
Net Income-$6,236
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Oct 11, 2017
Return Version
2016v3.0
Gross Receipts
$63,987
Mission and Program Overview

Mission

The organization's purpose is to provide services, equipment and educational programs and supplies in support and enhancement of quality education and pride in our school and community.

Program Services

DescriptionGrantsExpenses
Assemblies, educational services and field trips to enhance the educational opportunities for the students.$22,624-
Memory book/yearbook, enrichment, school T-shirts, bookfair, picnic and a fall festival to promote school spirit and pride in community and family.$21,775-
Other student programs including teacher and staff appreciation, library supplies, scholarships, gifts of computers to the school, etc.$18,414-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Krystle AltenbachPresidentPT$0--
Sergio LozaVice President-$0--
Star CastroTreasurer-$0--
Jessica DraperSecretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Jog-a-thon$32,526$32,526$3,058$29,468
Total Events$32,526$32,526$3,058$29,468
Filing and Contact Details

Filer

Filer Name
Rose Drive Elementary PTA
EIN
23-7451155
Phone
7149867250
Address
4700 Rose Dr, Yorba Linda, CA 92886

Signing Officer

Name
Krystle Altenbach
Title
President
Signed
2017-10-11
Discuss with paid preparer
Yes

Preparer

Firm
Kathleen E Hetrick CPA
Address
519 S Basque Avenue, Fullerton, CA 92833
Preparer
Kathleen E Hetrick
Phone
7148706380
Supplemental Narrative

Additional Explanations

Other Expenses.1

Gifts to school - computers $10000

Other Expenses.2

Education Services $8833

Other Expenses.3

Assemblies $7861

Other Expenses.4

Field Trips $5930

Other Expenses.5

Enrichment Programs $5563

Other Expenses.6

Bookfair $5166

Other Expenses.7

Family Programs $4483

Other Expenses.8

Spirit Wear $4055

Other Expenses.9

Other school programs $2802

Other Expenses.10

Classroom supplies $2386

Other Expenses.11

5th Grade Activities $2217

Other Expenses.12

PTA Convention/Supplies etc $1815

Other Expenses.13

Health & Safety $1344

Other Expenses.14

Memory/Year Book $1164

Other Expenses.15

Teacher/Staff Appreciation $1009

Other Expenses.16

Tax Preparation $485

Other Expenses.17

Insurance $221

Other Expenses.18

Charitable Trust fees $25

Raw XML Appendix197 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.

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IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
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IRS990EZ/GrossReceiptsForPublicUseAmt00
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IRS990EZ/InfoInScheduleOPartIInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Sergio Loza
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Star Castro
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt065359
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0The organization's purpose is to provide services, equipment and educational programs and supplies in support and enhancement of quality education and pride in our school and community.
IRS990EZ/ProgramServiceRevenueAmt022437
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Assemblies, educational services and field trips to enhance the educational opportunities for the students.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Memory book/yearbook, enrichment, school T-shirts, bookfair, picnic and a fall festival to promote school spirit and pride in community and family.
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IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt022624
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt121775
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt218414
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
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IRS990EZ/SpecialEventsDirectExpensesAmt04864
IRS990EZ/SpecialEventsNetIncomeLossAmt033560
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
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IRS990EZ/TotalRevenueAmt059123
IRS990EZ/TransactionWithControlEntInd0false
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IRS990EZ/TypeOfOrganizationAssocInd0X
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IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
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IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
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IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0317613
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IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Jog-a-thon
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt032526
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt032526
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt032526
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IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt03058
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt03058
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Gifts to school - computers $10000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Education Services $8833
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Assemblies $7861
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Field Trips $5930
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Enrichment Programs $5563
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Bookfair $5166
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Family Programs $4483
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Spirit Wear $4055
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Other school programs $2802
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Classroom supplies $2386
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt105th Grade Activities $2217
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11PTA Convention/Supplies etc $1815
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Health & Safety $1344
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Memory/Year Book $1164
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14Teacher/Staff Appreciation $1009
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15Tax Preparation $485
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16Insurance $221
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17Charitable Trust fees $25
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Expenses.12
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Other Expenses.13
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Other Expenses.14
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Other Expenses.15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Other Expenses.16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc16Other Expenses.17
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc17Other Expenses.18
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Krystle Altenbach
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-10-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Rose Drive Elementary PTA
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CA Congress of Parents & Teachers Inc
ReturnHeader/Filer/BusinessNameControlTxt0ROSE
ReturnHeader/Filer/EIN0237451155
ReturnHeader/Filer/PhoneNum07149867250
ReturnHeader/Filer/USAddress/AddressLine1Txt04700 Rose Dr
ReturnHeader/Filer/USAddress/CityNm0Yorba Linda
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092886
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Kathleen E Hetrick CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0519 S Basque Avenue
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Fullerton
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092833
ReturnHeader/PreparerPersonGrp/PhoneNum07148706380
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Kathleen E Hetrick
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02017-10-31T13:03:47-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

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