Civic Intelligence

Yorba Linda Middle School Ptsa Ca Congress of Parents & Teachers Inc

990EZ • Fiscal year 2019 • EIN 33-0159610

Jul 01, 2018 to Jun 30, 2019 • Filed on Oct 29, 2019

4777 Casa Loma AveYorba Linda, CA 92886

(714) 528-7090

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 2019

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2019

Net Margin

22nd percentile

-12%

Higher net margin than 22% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

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.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

17th percentile

-26%

Faster asset growth than 17% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

32nd percentile

-12%

Faster revenue growth than 32% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Assets

Down

$34,526

Down $11,982 (-26%) from 2018

Net Assets

Down

$34,526

Down $11,982 (-26%) from 2018

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$101,685

Down $13,863 (-12%) from 2018

Expenses

Up

$113,667

Up $7,349 (+6.9%) from 2018

Net Income

Down

-$11,982

Down $21,212 (-230%) from 2018

Historical Trend

Balance Sheet Trend

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

$80K$60K$40K$20K$0Assets 2014: $10,997Net Assets 2014: $10,9972014Assets 2015: $23,132Net Assets 2015: $23,1322015Assets 2016: $28,048Net Assets 2016: $28,0482016Assets 2017: $37,278Net Assets 2017: $37,2782017Assets 2018: $46,508Net Assets 2018: $46,5082018Assets 2019: $34,526Net Assets 2019: $34,5262019Assets 2020: $51,079Net Assets 2020: $51,0792020Assets 2021: $31,518Net Assets 2021: $31,5182021Assets 2022: $65,143Net Assets 2022: $65,1432022Assets 2023: $47,556Net Assets 2023: $47,5562023Assets 2024: $57,680Net Assets 2024: $57,6802024Assets 2025: $54,556Net Assets 2025: $54,5562025

Highlighted filing

2019

Assets$34,526
Liabilities-
Net Assets$34,526

Operations Trend

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

$200K$150K$100K$50K$0-$50KRevenue 2014: $48,028Expenses 2014: $47,133Net Income 2014: $8952014Revenue 2015: $88,182Expenses 2015: $76,047Net Income 2015: $12,1352015Revenue 2016: $122,701Expenses 2016: $117,785Net Income 2016: $4,9162016Revenue 2017: $124,933Expenses 2017: $115,703Net Income 2017: $9,2302017Revenue 2018: $115,548Expenses 2018: $106,318Net Income 2018: $9,2302018Revenue 2019: $101,685Expenses 2019: $113,667Net Income 2019: -$11,9822019Revenue 2020: $75,578Expenses 2020: $59,025Net Income 2020: $16,5532020Revenue 2021: $26,511Expenses 2021: $46,072Net Income 2021: -$19,5612021Revenue 2022: $154,010Expenses 2022: $120,385Net Income 2022: $33,6252022Revenue 2023: $144,683Expenses 2023: $162,270Net Income 2023: -$17,5872023Revenue 2024: $152,884Expenses 2024: $142,760Net Income 2024: $10,1242024Revenue 2025: $140,397Expenses 2025: $143,521Net Income 2025: -$3,1242025

Highlighted filing

2019

Revenue$101,685
Expenses$113,667
Net Income-$11,982
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Oct 29, 2019
Return Version
2018v3.1
Gross Receipts
$105,137
Mission and Program Overview

Mission

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

Program Services

DescriptionGrantsExpenses
Promote reading through sponsorship of a book fair, sponsor a student store to provide PE clothing and sweatshirts, promoting school unity and spirit and honoring 8th grade students with a promotion ceremony.$49,781-
Support and encourage students and teachers with classroom materials, student recognitions, scholarships, gifts to the school, etc.$30,454-
Field trips and assemblies, including facilitating an 8th grade trip to Disneyland.$29,392-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Ladonna GrundlingPresidentPT$0--
Kelle SimonianFinancial Secy.-$0--
Melanie De PratSecretary-$0--
Suzanne NeylanTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Yorba Linda Middle School PTSA
EIN
33-0159610
Phone
7145287090
Address
4777 Casa Loma Ave, Yorba Linda, CA 92886

Signing Officer

Name
Ladonna Grundling
Title
President
Signed
2019-10-29
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

Student Store $23872

Other Expenses.2

8th Grade Disneyland Trip $23268

Other Expenses.3

School gifts- Chromebooks, etc $21500

Other Expenses.4

PE Clothes $14117

Other Expenses.5

Field Trips and Assemblies $6124

Other Expenses.6

Bookfair $4248

Other Expenses.7

Spirit Wear $3903

Other Expenses.8

8th Grade Promotion $3640

Other Expenses.9

Teacher Appreciation $2492

Other Expenses.10

Membership/ Misc supplies $2119

Other Expenses.11

Student recognition/scholarshi $2022

Other Expenses.12

Classroom materials $1866

Other Expenses.13

Math Programs $1832

Other Expenses.14

Council/Workshops $1063

Other Expenses.15

Other school programs $744

Other Expenses.16

Tax Preparation $575

Other Expenses.17

Insurance $232

Other Expenses.18

CA Registry Char Trust fee $50

Raw XML Appendix188 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Student Store $23872
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt18th Grade Disneyland Trip $23268
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2School gifts- Chromebooks, etc $21500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3PE Clothes $14117
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Field Trips and Assemblies $6124
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Bookfair $4248
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Spirit Wear $3903
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt78th Grade Promotion $3640
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Teacher Appreciation $2492
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Membership/ Misc supplies $2119
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Student recognition/scholarshi $2022
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Classroom materials $1866
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Math Programs $1832
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Council/Workshops $1063
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14Other school programs $744
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15Tax Preparation $575
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16Insurance $232
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17CA Registry Char Trust fee $50
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
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Other Expenses.15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Other Expenses.16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc16Other Expenses.17
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc17Other Expenses.18
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Ladonna Grundling
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-10-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Yorba Linda Middle School PTSA
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CA Congress of Parents & Teachers Inc
ReturnHeader/Filer/BusinessNameControlTxt0YORB
ReturnHeader/Filer/EIN0330159610
ReturnHeader/Filer/PhoneNum07145287090
ReturnHeader/Filer/USAddress/AddressLine1Txt04777 Casa Loma Ave
ReturnHeader/Filer/USAddress/CityNm0Yorba Linda
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092886
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0473963023
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/ReturnTs02019-10-29T13:01:38-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

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Filings