Civic Intelligence

PTA California Imperial Elementary PTA

990EZ • Fiscal year 2020 • EIN 33-0237543

Jul 01, 2019 to Jun 30, 2020 • Filed on Sep 02, 2020

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 2020

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2020

Net Margin

34th percentile

-4.5%

Higher net margin than 34% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

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.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

26th percentile

-11%

Faster asset growth than 26% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

76th percentile

15%

Faster revenue growth than 76% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Assets

Up

$34,742

Up $12,668 (+57%) from 2018

Net Assets

Up

$34,742

Up $12,668 (+57%) from 2018

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$95,785

Up $31,829 (+50%) from 2018

Expenses

Up

$100,094

Up $39,193 (+64%) from 2018

Net Income

Down

-$4,309

Down $7,364 (-241%) from 2018

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

2020

Assets$34,742
Liabilities-
Net Assets$34,742

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

2020

Revenue$95,785
Expenses$100,094
Net Income-$4,309
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Sep 2, 2020
Return Version
2019v5.0
Gross Receipts
$113,290
Mission and Program Overview

Mission

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

Program Services

DescriptionGrantsExpenses
STUDENT SUPPORT/ENRICHMENT, EDUCATION, ASSEMBLIES, FIELD TRIPS, DRUG AWARENESS-$96,020
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
TERESA MCCLARYPresident-$0--
LIZ EZELLTreasurer-$0--
TRACY PERRYFinancial Se-$0--
CHRISSY TISCHERSecretary-$0--
MELISSA ENGELAuditor-$0--
SAMANTHA CURTINHistorian-$0--
JENNIFER CHIYAParlimentari-$0--
CHRISSY STONEBURNERLegislation-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fall Fundraiser$38,262$38,262$11,313$26,949
Spring Fundrais$25,284$25,284-$25,284
Total Events$63,546$63,546$11,313$52,233
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
Teresa Mcclary
Title
President
Phone
7149976282
Signed
2020-09-02
Discuss with paid preparer
Yes

Preparer

Firm
Azling & Assocs
Address
1290 N HANCOCK ST STE 201, ANAHEIM, CA 92807
Preparer
Jim Azling CPA
Phone
7149989244
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8

Spirit wear 3,607 total 3,607

Form 990-ez, Part I, Line 16

Spirit wear cost of goods sold 6,517 student planners cost of goods sold 545 yearbooks cost of goods sold 4,147 expenses academics/robotics compet 402 assemblies/student enrich 541 beautification 26,218 bonding insurance 232 cc/paypal/bank fees 859 field trip 2,076 friends of the library 978 hospitality 192 membership dues 910 operating 1,369 pta convention 165 reflections 39 s.t.e.a.m. 4,500 school 6th grade play 350 scrip expense 26,698 taxes & tax returns 380 teacher aid expenses 14,998 teacher appreciation 1,613 teacher grant 1,537 teacher supplies 4,404 trunk or treat 100 website 324 total 100,094

Form 990-ez, Part III

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

Raw XML Appendix178 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.

Path#Value
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IRS990EZ/BooksInCareOfDetail/PhoneNum07149976282
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt05921 E FIRENZE CRESCENT
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0ANAHEIM
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092807
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt039051
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0TERESA MCCLARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1LIZ EZELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2TRACY PERRY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3CHRISSY TISCHER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4MELISSA ENGEL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5SAMANTHA CURTIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6JENNIFER CHIYA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7CHRISSY STONEBURNER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2FINANCIAL SE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4AUDITOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5HISTORIAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6PARLIMENTARI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7LEGISLATION
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt0100094
IRS990EZ/OtherRevenueTotalAmt03607
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0STUDENT SUPPORT/ENRICHMENT, EDUCATION, ASSEMBLIES, FIELD TRIPS, DRUG AWARENESS
IRS990EZ/ProgramServiceRevenueAmt05320
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0STUDENT SUPPORT/ENRICHMENT, EDUCATION, ASSEMBLIES, FIELD TRIPS, DRUG AWARENESS
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt096020
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt017505
IRS990EZ/SpecialEventsNetIncomeLossAmt049425
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0100094
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IRS990EZ/TotalRevenueAmt095785
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt037433
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt018494
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt010587
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt01010
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt013422
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt080946
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt075857
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt090759
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt089910
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt042639
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0299165
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt08662
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt09786
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt018448
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
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IRS990ScheduleA/PublicSupportTotal509Amt0398559
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IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0113290
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0109253
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0100497
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt09672
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt065847
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IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt011313
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0SPRING FUNDRAIS
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0FALL FUNDRAISER
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt025284
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt038262
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt063546
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt025284
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt038262
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IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt052233
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt011313
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt011313
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0SPIRIT WEAR 3,607 TOTAL 3,607
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1SPIRIT WEAR COST OF GOODS SOLD 6,517 STUDENT PLANNERS COST OF GOODS SOLD 545 YEARBOOKS COST OF GOODS SOLD 4,147 EXPENSES ACADEMICS/ROBOTICS COMPET 402 ASSEMBLIES/STUDENT ENRICH 541 BEAUTIFICATION 26,218 BONDING INSURANCE 232 CC/PAYPAL/BANK FEES 859 FIELD TRIP 2,076 FRIENDS OF THE LIBRARY 978 HOSPITALITY 192 MEMBERSHIP DUES 910 OPERATING 1,369 PTA CONVENTION 165 REFLECTIONS 39 S.T.E.A.M. 4,500 SCHOOL 6TH GRADE PLAY 350 SCRIP EXPENSE 26,698 TAXES & TAX RETURNS 380 TEACHER AID EXPENSES 14,998 TEACHER APPRECIATION 1,613 TEACHER GRANT 1,537 TEACHER SUPPLIES 4,404 TRUNK OR TREAT 100 WEBSITE 324 TOTAL 100,094
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2STUDENT SUPPORT/ENRICHMENT, EDUCATION, ASSEMBLIES, FIELD TRIPS, DRUG AWARENESS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III
ReturnHeader/BuildTS02020-11-19 02:30:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0TERESA MCCLARY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07149976282
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-09-02
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/FilingSecurityInformation/AtSubmissionCreationDeviceId02BC90ED97F9EC82DC73A7B5D4C69CF8FDBE6B397
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId02BC90ED97F9EC82DC73A7B5D4C69CF8FDBE6B397
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt099.18.46.253
ReturnHeader/FilingSecurityInformation/IPDt02020-09-02
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm011:55:47
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0330874543
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0AZLING & ASSOCS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01290 N HANCOCK ST STE 201
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ANAHEIM
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092807
ReturnHeader/PreparerPersonGrp/PhoneNum07149989244
ReturnHeader/PreparerPersonGrp/PreparationDt02020-09-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JIM AZLING CPA
ReturnHeader/ReturnTs02020-09-02T11:55:47-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

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Filings