Civic Intelligence

PTA California Imperial Elementary PTA

990EZ • Fiscal year 2021 • EIN 33-0237543

Jul 01, 2020 to Jun 30, 2021 • Filed on Jul 28, 2021

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 2021

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2021

Net Margin

56th percentile

13%

Higher net margin than 56% 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

64th percentile

18%

Faster asset growth than 64% of similar nonprofits.

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

Revenue Growth

18th percentile

-48%

Faster revenue growth than 18% of similar nonprofits.

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

Assets

Up

$41,050

Up $6,308 (+18%) from 2020

Net Assets

Up

$41,050

Up $6,308 (+18%) from 2020

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$50,127

Down $45,658 (-48%) from 2020

Expenses

Down

$43,819

Down $56,275 (-56%) from 2020

Net Income

Up

$6,308

Up $10,617 (+246%) 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 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

2021

Assets$41,050
Liabilities-
Net Assets$41,050

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

2021

Revenue$50,127
Expenses$43,819
Net Income$6,308
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Jul 28, 2021
Return Version
2020v4.0
Gross Receipts
$79,850
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-$30,683
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
KATHY JACKSONPresident-$0--
JENNY-LYNN LAWSONVice Preside-$0--
HILARY MARTINTreasurere-$0--
JENNIFER THORDSENSecretary-$0--
TERESA MCCLARYFinancial Se-$0--
SAMANTHA CURTINHistorian-$0--
JENNIFER CHIYAParliamentar-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Spring Fundrais$40,464$40,464$24,495$15,969
Fall Fundraiser$22,870$22,870$2,000$20,870
Total Events$63,334$63,334$26,495$36,839
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
Kathy Jackson
Title
President
Phone
7149976282
Signed
2021-07-28
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 16

Expenses 258 6th grade promotion 1,468 beautification 16,476 friends of the library 774 relflections 30 science night 1,525 scrip expense 2,396 cc/paypal/bank fees 495 teacher aid 30 teacher grant 1,664 teacher appreciation 1,756 membership dues 439 operating 279 education licensing 11,230 pta convention 125 spring festival 20 student incentives 223 student planners 563 teacher supplies 2,960 scrip fund expense 673 total 43,384

Form 990-ez, Part III

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

Raw XML Appendix176 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
CompensationExplanation/CompensationExplanationGrp/PersonNm0KATHY JACKSON
CompensationExplanation/CompensationExplanationGrp/PersonNm1JENNYLYNN LAWSON
CompensationExplanation/CompensationExplanationGrp/PersonNm2HILARY MARTIN
CompensationExplanation/CompensationExplanationGrp/PersonNm3JENNIFER THORDSEN
CompensationExplanation/CompensationExplanationGrp/PersonNm4TERESA MCCLARY
CompensationExplanation/CompensationExplanationGrp/PersonNm5SAMANTHA CURTIN
CompensationExplanation/CompensationExplanationGrp/PersonNm6JENNIFER CHIYA
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0HILARY MARTIN
IRS990EZ/BooksInCareOfDetail/PhoneNum07149976282
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt05937 E CALLE PRINCIPIA
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0ANAHEIM HILLS
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092807
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt034742
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt041050
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt012950
IRS990EZ/CostOfGoodsSoldAmt03228
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt06308
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IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
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IRS990EZ/GrossSalesOfInventoryAmt03418
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt034742
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IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt034742
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt041050
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt4000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt5000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt6000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0KATHY JACKSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JENNY-LYNN LAWSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2HILARY MARTIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JENNIFER THORDSEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4TERESA MCCLARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5SAMANTHA CURTIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6JENNIFER CHIYA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURERE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4FINANCIAL SE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5HISTORIAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6PARLIAMENTAR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt043384
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0STUDENT SUPPORT/ENRICHMENT, EDUCATION, ASSEMBLIES, FIELD TRIPS, DRUG AWARENESS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0STUDENT SUPPORT/ENRICHMENT, EDUCATION, ASSEMBLIES, FIELD TRIPS, DRUG AWARENESS
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt030683
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt026495
IRS990EZ/SpecialEventsNetIncomeLossAmt036987
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt043819
IRS990EZ/TotalProgramServiceExpensesAmt030683
IRS990EZ/TotalRevenueAmt050127
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt012950
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt037433
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt018494
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt010587
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt01010
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt080474
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt064884
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt075857
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt090759
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt089910
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0321410
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt08662
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt08662
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0410546
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt077834
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0113290
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0109253
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0100497
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt09672
IRS990ScheduleA/Total509Grp/TotalAmt0410546
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt077834
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0113290
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0109253
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0100497
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt09672
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0410546
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt026495
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0SPRING FUNDRAIS
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0FALL FUNDRAISER
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt040464
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt022870
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt063334
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt040464
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt022870
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt063334
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt036839
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt026495
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt024495
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt02000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES 258 6TH GRADE PROMOTION 1,468 BEAUTIFICATION 16,476 FRIENDS OF THE LIBRARY 774 RELFLECTIONS 30 SCIENCE NIGHT 1,525 SCRIP EXPENSE 2,396 CC/PAYPAL/BANK FEES 495 TEACHER AID 30 TEACHER GRANT 1,664 TEACHER APPRECIATION 1,756 MEMBERSHIP DUES 439 OPERATING 279 EDUCATION LICENSING 11,230 PTA CONVENTION 125 SPRING FESTIVAL 20 STUDENT INCENTIVES 223 STUDENT PLANNERS 563 TEACHER SUPPLIES 2,960 SCRIP FUND EXPENSE 673 TOTAL 43,384
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1STUDENT SUPPORT/ENRICHMENT, EDUCATION, ASSEMBLIES, FIELD TRIPS, DRUG AWARENESS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART III
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KATHY JACKSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07149976282
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-07-28
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/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/PreparationDt02021-07-28
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JIM AZLING CPA
ReturnHeader/ReturnTs02021-07-28T14:03:03-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0KATHY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0JACKSON
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

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Filings