Civic Intelligence

PTA California Imperial Elementary PTA

990EZ • Fiscal year 2017 • EIN 33-0237543

Jul 01, 2016 to Jun 30, 2017 • Filed on Nov 15, 2017

Refreshing map…

400 S Imperial HwyAnaheim, CA 92807

(714) 997-6282

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

12th percentile

-28%

Higher net margin than 12% of similar nonprofits.

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

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% 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

10th percentile

-44%

Faster asset growth than 10% of similar nonprofits.

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

Revenue Growth

23rd percentile

-20%

Faster revenue growth than 23% of similar nonprofits.

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

Assets

Up

$19,019

Up $5,852 (+44%) from 2015

Net Assets

Up

$19,019

Up $5,852 (+44%) from 2015

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$52,619

Down $12,408 (-19%) from 2015

Expenses

Down

$67,564

Down $2,623 (-3.7%) from 2015

Net Income

Down

-$14,945

Down $9,785 (-190%) from 2015

Historical Trend

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2012: $42,209Net Assets 2012: $42,2092012Assets 2013: $35,223Net Assets 2013: $35,2232013Assets 2014: $18,327Net Assets 2014: $18,3272014Assets 2015: $13,167Net Assets 2015: $13,1672015Assets 2017: $19,019Net Assets 2017: $19,0192017Assets 2018: $22,074Net Assets 2018: $22,0742018Assets 2020: $34,742Net Assets 2020: $34,7422020Assets 2021: $41,050Net Assets 2021: $41,0502021Assets 2022: $54,527Liabilities 2022: $0Net Assets 2022: $54,5272022Assets 2023: $100,729Liabilities 2023: $3,189Net Assets 2023: $97,5402023Assets 2025: $104,895Liabilities 2025: $12,415Net Assets 2025: $92,4802025

Highlighted filing

2017

Assets$19,019
Liabilities-
Net Assets$19,019

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2012: $53,289Expenses 2012: $53,227Net Income 2012: $622012Revenue 2013: $52,598Expenses 2013: $59,584Net Income 2013: -$6,9862013Revenue 2014: $47,170Expenses 2014: $64,066Net Income 2014: -$16,8962014Revenue 2015: $65,027Expenses 2015: $70,187Net Income 2015: -$5,1602015Revenue 2017: $52,619Expenses 2017: $67,564Net Income 2017: -$14,9452017Revenue 2018: $63,956Expenses 2018: $60,901Net Income 2018: $3,0552018Revenue 2020: $95,785Expenses 2020: $100,094Net Income 2020: -$4,3092020Revenue 2021: $50,127Expenses 2021: $43,819Net Income 2021: $6,3082021Revenue 2022: $55,509Expenses 2022: $42,032Net Income 2022: $13,4772022Revenue 2023: $111,236Expenses 2023: $68,223Net Income 2023: $43,0132023Revenue 2025: $34,991Expenses 2025: $28,926Net Income 2025: $6,0652025

Highlighted filing

2017

Revenue$52,619
Expenses$67,564
Net Income-$14,945
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Nov 15, 2017
Return Version
2016v3.0
Gross Receipts
$91,988
Mission and Program Overview

Mission

Student support/enrichment, education, assemblies, field trips, drug awareness

Student Support / Enrichment, Education, Assemblies, Field Trips, Drug Awareness

Program Services

DescriptionGrantsExpenses
Student Support / Enrichment, Education, Assemblies, Field Trips, Drug Awareness$65,700-
Teacher Supplies / Appreciation / Aid--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Tracy PerrySecretary-$0--
Matt McClaryLegislation CHR-$0--
Lisa CraigParliamentarian-$0--
Daniela MacLeodTreasurer-$0--
Chrissy TischerFin Secretary-$0--
Robin DriggersPresident-$0--
Jenn Van DiestHistorian-$0--
Katherine RiosMembership CHR-$0--
Liz EzellAuditor-$0--
Kathy HermreckPrograms CHR-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fall Fundraiser$36,820$36,820$9,763$27,057
Spring Festival$9,856$9,856$5,054$4,802
Total Events$55,818$55,818$18,221$37,597
Filing and Contact Details

Filer

Filer Name
PTA California
EIN
33-0237543
Phone
7149976282
Address
400 S Imperial Hwy, Anaheim, CA 92807

Signing Officer

Name
Robin Driggers
Title
President
Signed
2017-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Azling & Associates Inc
Address
1290 N Hancock St Suite 201, Anaheim, CA 92807
Preparer
Jim Azling CPA
Phone
7149989244
Supplemental Narrative

Additional Explanations

Other Revenue.1

Yearbook $8214

Other Revenue.2

Student Planners $448

Other Expenses.1007

Conferences, Conventions, and Meetings $164

Other Expenses.1012

Insurance $221

Other Expenses.1

Teacher Aid $18426

Other Expenses.2

Yearbook $11509

Other Expenses.3

Technology $10000

Other Expenses.4

Spirit Wear $5546

Other Expenses.5

Teacher Supplies $4911

Other Expenses.6

Assemblies/Student Enrichment $4676

Other Expenses.7

Field Trips $3231

Other Expenses.8

Teacher Appreciation $1328

Other Expenses.9

Membership Dues $1000

Other Expenses.10

Emergency Preparedness $791

Other Expenses.11

Super Bucks Store $746

Other Expenses.12

Operating Expense $710

Other Expenses.13

Art masters Program $680

Other Expenses.14

Morning Supervisor $642

Other Expenses.15

School 6th Grade Play $500

Other Expenses.16

Studen Planners $496

Other Expenses.17

Reading Counts $486

Other Expenses.18

Website $484

Other Expenses.19

Family Night $201

Other Expenses.20

Garden Grant $168

Other Expenses.21

Reflections $154

Other Expenses.22

Academic Competitions $100

Other Expenses.23

Box Tops $45

Other Expenses.24

Red Ribbon $34

Other Expenses.25

Honorary Service Award $30

Other Expenses.26

Tax & Licensing $10

Raw XML Appendix252 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/TitleTxt0Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Legislation Chr
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Fin Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Historian
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Membership Chr
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IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
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IRS990EZ/OtherExpensesTotalAmt067289
IRS990EZ/OtherRevenueTotalAmt08662
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IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/TotalProgramServiceExpensesAmt065700
IRS990EZ/TotalRevenueAmt052619
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt01010
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt09097
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt042639
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt011250
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt097123
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt08662
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IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
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IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Yearbook $8214
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Student Planners $448
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Conferences, Conventions, and Meetings $164
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Insurance $221
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Teacher Aid $18426
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Yearbook $11509
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Technology $10000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Spirit Wear $5546
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Teacher Supplies $4911
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Assemblies/Student Enrichment $4676
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Field Trips $3231
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Teacher Appreciation $1328
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Membership Dues $1000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Emergency Preparedness $791
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14Super Bucks Store $746
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15Operating Expense $710
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16Art masters Program $680
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17Morning Supervisor $642
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt18School 6th Grade Play $500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt19Studen Planners $496
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt20Reading Counts $486
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt21Website $484
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt22Family Night $201
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt23Garden Grant $168
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt24Reflections $154
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt25Academic Competitions $100
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt26Box Tops $45
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt27Red Ribbon $34
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt28Honorary Service Award $30
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt29Tax & Licensing $10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Revenue.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Revenue.2
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Other Expenses.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Other Expenses.10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Other Expenses.11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Other Expenses.12
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc16Other Expenses.13
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc17Other Expenses.14
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc18Other Expenses.15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc19Other Expenses.16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc20Other Expenses.17
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc21Other Expenses.18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc22Other Expenses.19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc23Other Expenses.20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc24Other Expenses.21
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc25Other Expenses.22
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc26Other Expenses.23
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc27Other Expenses.24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc28Other Expenses.25
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc29Other Expenses.26
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Robin Driggers
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA California
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0Imperial Elementary PTA
ReturnHeader/Filer/BusinessNameControlTxt0PTAC
ReturnHeader/Filer/EIN0330237543
ReturnHeader/Filer/PhoneNum07149976282
ReturnHeader/Filer/USAddress/AddressLine1Txt0400 S Imperial Hwy
ReturnHeader/Filer/USAddress/CityNm0Anaheim
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092807
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Azling & Associates Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01290 N Hancock St Suite 201
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Anaheim
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092807
ReturnHeader/PreparerPersonGrp/PhoneNum07149989244
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jim Azling CPA
ReturnHeader/ReturnTs02017-11-15T11:41:48-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

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