Civic Intelligence

PTA Linda Vista Elementary School

990EZ • Fiscal year 2021 • EIN 33-0046809

Jul 01, 2020 to Jun 30, 2021 • Filed on Sep 02, 2021

Refreshing map…

5600 Ohio StYorba Linda, CA 92886

(714) 777-2111

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 2021

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2021

Net Margin

6th percentile

-150%

Higher net margin than 6% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

17th percentile

-24%

Faster asset growth than 17% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

5th percentile

-91%

Faster revenue growth than 5% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Assets

Down

$46,906

Down $14,427 (-24%) from 2020

Net Assets

Down

$46,906

Down $14,427 (-24%) from 2020

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$9,616

Down $97,705 (-91%) from 2020

Expenses

Down

$24,043

Down $52,928 (-69%) from 2020

Net Income

Down

-$14,427

Down $44,777 (-148%) from 2020

Historical Trend

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2014: $16,281Net Assets 2014: $16,2812014Assets 2015: $23,973Net Assets 2015: $23,9732015Assets 2017: $26,200Net Assets 2017: $26,2002017Assets 2019: $30,983Net Assets 2019: $30,9832019Assets 2020: $61,333Net Assets 2020: $61,3332020Assets 2021: $46,906Net Assets 2021: $46,9062021Assets 2023: $60,812Net Assets 2023: $60,8122023Assets 2025: $126,037Net Assets 2025: $126,0372025

Highlighted filing

2021

Assets$46,906
Liabilities-
Net Assets$46,906

Operations Trend

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

$200K$150K$100K$50K$0-$50KRevenue 2014: $89,471Expenses 2014: $88,672Net Income 2014: $7992014Revenue 2015: $124,817Expenses 2015: $117,125Net Income 2015: $7,6922015Revenue 2017: $115,247Expenses 2017: $114,092Net Income 2017: $1,1552017Revenue 2019: $123,247Expenses 2019: $124,448Net Income 2019: -$1,2012019Revenue 2020: $107,321Expenses 2020: $76,971Net Income 2020: $30,3502020Revenue 2021: $9,616Expenses 2021: $24,043Net Income 2021: -$14,4272021Revenue 2023: $91,991Expenses 2023: $84,460Net Income 2023: $7,5312023Revenue 2025: $170,029Expenses 2025: $107,728Net Income 2025: $62,3012025

Highlighted filing

2021

Revenue$9,616
Expenses$24,043
Net Income-$14,427
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Sep 2, 2021
Return Version
2020v4.0
Gross Receipts
$10,216
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
Gifts to the school, classroom supplies, curriculum enrichment, scholarships, and provide funds for new technology, teacher professional development and other school activities.$18,389-
Encouraging education, school spirit and family participation with programs such as bookfair, carnival, movie and sport events, school play, family dances, and other family activities.$2,810-
Assemblies and field trips.$1,500-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kristin AdamsPresidentPT$0--
Brandon TennisExec VPPT$0--
Cindy ChuFinancial Sec'Y-$0--
Stacey MillerTreasurerPT$0--
Nikki HoltRecording Sec'Y-$0--
Filing and Contact Details

Filer

Filer Name
PTA Linda Vista Elementary School
EIN
33-0046809
Phone
7147772111
Address
5600 Ohio St, Yorba Linda, CA 92886

Signing Officer

Name
Kristin Adams
Title
President
Signed
2021-09-02
Discuss with paid preparer
Yes

Preparer

Firm
Lisa L Coryell CPA
Address
3770 Black Pine, Yorba Linda, CA 92886
Preparer
Lisa L Coryell CPA
Phone
7147450100
Supplemental Narrative

Additional Explanations

Other Expenses.1

Classroom enrichment $12320

Other Expenses.2

Hospitality/Teacher Appre. $3326

Other Expenses.3

Spirit Wear $1596

Other Expenses.4

Assemblies, Field Trips etc $1500

Other Expenses.5

5th Grade Promotion $1391

Other Expenses.6

Other school programs $1153

Other Expenses.7

Family Night/ Dances $713

Other Expenses.8

Tax Preparation $610

Other Expenses.9

Trunk or Treat $500

Other Expenses.10

Other operating exp. $426

Other Expenses.11

Insurance $258

Other Expenses.12

Reg Char Trust Fee $50

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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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Classroom enrichment $12320
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Hospitality/Teacher Appre. $3326
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Spirit Wear $1596
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Assemblies, Field Trips etc $1500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt45th Grade Promotion $1391
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
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ReturnHeader/BuildTS02022-09-23 18:48:47Z
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-09-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA Linda Vista Elementary School
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CA Congress of Parents & Teachers Inc
ReturnHeader/Filer/BusinessNameControlTxt0PTAL
ReturnHeader/Filer/EIN0330046809
ReturnHeader/Filer/PhoneNum07147772111
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ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092886
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ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Lisa L Coryell CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03770 Black Pine
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ReturnHeader/ReturnTs02021-09-02T14:34:24-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Kristin
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ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

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