Civic Intelligence

Rose Drive Elementary PTA

990EZ • Fiscal year 2024 • EIN 23-7451155

Jul 01, 2023 to Jun 30, 2024 • Filed on Nov 12, 2024

Organization ProfileWWW.ROSEDRIVE.PYLUSD.ORG/PTA
4700 Rose DriveYorba 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 2024

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2024

Net Margin

72nd percentile

18%

Higher net margin than 72% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

78th percentile

29%

Faster asset growth than 78% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

45th percentile

-0.5%

Faster revenue growth than 45% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$73,572

Up $16,417 (+29%) from 2023

Net Assets

Up

$73,572

Up $16,417 (+29%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin72nd percentile

Revenue

Down

$91,867

Down $486 (-0.5%) from 2023

Expenses

Down

$75,450

Down $18,529 (-20%) from 2023

Net Income

Up

$16,417

Up $18,043 (+1110%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth78th percentile

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

2024

Assets$73,572
Liabilities-
Net Assets$73,572
Open 2024 Filing

Operations Trend

Revenue Growth45th percentile

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

2024

Revenue$91,867
Expenses$75,450
Net Income$16,417
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Nov 12, 2024
Return Version
2023v5.1
Gross Receipts
$103,461
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
OTHER STUDENT PROGRAMS INCLUDING TEACHER AND STAFF APPRECIATION, LIBRARY SUPPLIES, SCHOLARSHIPS, CLASSROOOM SUPPLIES, GIFTS TO THE SCHOOL, ETC.-$49,933
SCHOOL SPIRIT WEAR, BOOKFAIR, SCHOOL PLAY PRODUCTION, EARTHQUAKE KITS AND A FALL FESTIVAL TO PROMOTE SCHOOL SPIRIT AND PRIDE IN COMMUNITY AND FAMILY.-$12,430
ASSEMBLIES, EDUCATIONAL SERVICES AND FIELD TRIPS TO ENHANCE THE EDUCATIONAL OPPORTUNITIES FOR THE STUDENTS.-$10,244
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MERISSA MINNICKPresidentPT$0--
AMANDA MOH1st VP-$0--
NATLIE SHAFFNER2nd VP-$0--
BRITLYN PACESecretary-$0--
ALLISON GADDISCorr Secretary-$0--
LAURA NUNEZTreasurer-$0--
JESSICA DRAPERAuditor-$0--
STEPHANIE HOLLANDHistorian-$0--
KARI TOOMEYParliamentarian-$0--
JESSICA MACKAYFinancial Sec-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Jog-a-thon$36,638$36,638$5,247$31,391
Miscellaneous Fundraising$21,359$21,359$6,347$15,012
Total Events$57,997$57,997$11,594$46,403
Filing and Contact Details

Filer

Filer Name
Pta Rose Drive Elementary
EIN
23-7451155
Phone
7149867250
Address
4700 ROSE DRIVE, YORBA LINDA, CA 92886

Signing Officer

Name
Merissa Minnick
Title
President
Signed
2024-11-12
Discuss with paid preparer
Yes

Preparer

Firm
Michael C Agresti CPA
Address
17342 STAFFORD CIR, YORBA LINDA, CA 92886
Preparer
Michael C Agresti
Phone
7143213680
Supplemental Narrative

Additional Explanations

Other Revenue.1

“OTHER INCOME $231”

Other Expenses.1

“PROGRAM EXPENSES $43153”

Other Expenses.2

“School educational programs $19210”

Other Expenses.3

“SCHOOL GIFTS $10244”

Other Expenses.4

“OPERATING EXPENSES $2843”

Raw XML Appendix203 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/OfficerDirectorTrusteeEmplGrp/PersonNm3BRITLYN PACE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4ALLISON GADDIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5LAURA NUNEZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6JESSICA DRAPER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7STEPHANIE HOLLAND
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8KARI TOOMEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9JESSICA MACKAY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11ST VP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt22ND VP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4CORR SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6AUDITOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7HISTORIAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8PARLIAMENTARIAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9FINANCIAL SEC
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt075450
IRS990EZ/OtherRevenueTotalAmt0231
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
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IRS990EZ/ProgramServiceRevenueAmt042007
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt212430
IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/ScheduleBNotRequiredInd0X
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IRS990EZ/SpecialEventsNetIncomeLossAmt046403
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IRS990EZ/SubjectToProxyTaxInd0false
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IRS990EZ/TaxImposedOnOrganizationMgrAmt00
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IRS990EZ/TransactionWithControlEntInd0false
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0194
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt069
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IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
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IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
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IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
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IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0JOG-A-THON
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0MISCELLANEOUS FUNDRAISING
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt036638
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt021359
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt036638
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt021359
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0OTHER INCOME $231
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PROGRAM EXPENSES $43153
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2SCHOOL EDUCATIONAL PROGRAMS $19210
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3SCHOOL GIFTS $10244
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4OPERATING EXPENSES $2843
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Revenue.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.4
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MERISSA MINNICK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA ROSE DRIVE ELEMENTARY
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CA CONGRESS OF PARENTS & TEACHERS INC
ReturnHeader/Filer/BusinessNameControlTxt0PTAR
ReturnHeader/Filer/EIN0237451155
ReturnHeader/Filer/PhoneNum07149867250
ReturnHeader/Filer/USAddress/AddressLine1Txt04700 ROSE DRIVE
ReturnHeader/Filer/USAddress/CityNm0YORBA LINDA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092886
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MICHAEL C AGRESTI CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt017342 STAFFORD CIR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0YORBA LINDA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092886
ReturnHeader/PreparerPersonGrp/PhoneNum07143213680
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Michael C Agresti
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02024-11-12T19:42:48-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$73,572
Liabilities
-
Net assets
$73,572
Revenue
$91,867
Expenses
$75,450
Net income
$16,417
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$92.2$92.2$92.9$74.2$18.7
2024Detailed filing. Detailed filing data is available for this year.$73.6$73.6$91.9$75.5$16.4
2023Detailed filing. Detailed filing data is available for this year.$57.2$57.2$92.4$94.0$1.63
2022Detailed filing. Detailed filing data is available for this year.$58.8$58.8$67.2$48.7$18.5
2021Detailed filing. Detailed filing data is available for this year.$40.3$40.3$30.2$34.9$4.73
2020Detailed filing. Detailed filing data is available for this year.$45.0$45.0$74.3$69.7$4.57
2019Detailed filing. Detailed filing data is available for this year.$40.5$40.5$77.7$71.8$5.92
2018Detailed filing. Detailed filing data is available for this year.$34.6$34.6$59.7$38.5$21.1
2017Detailed filing. Detailed filing data is available for this year.$13.4$13.4$59.1$65.4$6.24
2016Detailed filing. Detailed filing data is available for this year.$19.7$19.7$51.9$40.0$11.9
2015Detailed filing. Detailed filing data is available for this year.$7.77$7.77$53.7$52.8$0.94
2014Detailed filing. Detailed filing data is available for this year.$6.83$6.83$58.2$62.4$4.23