Civic Intelligence

PTA California Imperial Elementary PTA

990EZ • Fiscal year 2022 • EIN 33-0237543

Jul 01, 2021 to Jun 30, 2022 • Filed on Oct 31, 2022

Organization ProfileN/A

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

58th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

58th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Net Margin

74th percentile

24%

Higher net margin than 74% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

78th percentile

33%

Faster asset growth than 78% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

51st percentile

11%

Faster revenue growth than 51% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$54,527

Up $13,477 (+33%) from 2021

Net Assets

Up

$54,527

Up $13,477 (+33%) from 2021

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin74th percentile

Revenue

Up

$55,509

Up $5,382 (+11%) from 2021

Expenses

Down

$42,032

Down $1,787 (-4.1%) from 2021

Net Income

Up

$13,477

Up $7,169 (+114%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth78th percentile

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

2022

Assets$54,527
Liabilities$0
Net Assets$54,527
Open 2022 Filing

Operations Trend

Revenue Growth51st percentile

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

2022

Revenue$55,509
Expenses$42,032
Net Income$13,477
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Oct 31, 2022
Return Version
2021v4.2
Gross Receipts
$87,919
Mission and Program Overview

Mission

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

Student supportenrichment

Program Services

DescriptionGrantsExpenses
Student support/enrichment, education, assemblies, field trips, drug awareness-$38,835
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kathy JacksonPresident-$0--
Teresa McClaryVice President-$0--
Hilary MartinTreasurer-$0--
Jennifer ThorsdenSecretary-$0--
Lisa HinojosaParliamentarian-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fall Fundrai$34,631$34,631$13,241$21,390
Spring Fundr$13,189$13,189$1,548$11,641
Total Events$74,688$74,688$24,967$49,721
Filing and Contact Details

Filer

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

Signing Officer

Name
Kathy Jackson
Title
President
Phone
7149976282
Signed
2022-10-31
Discuss with paid preparer
No

Preparer

Firm
Azling & Associates
Address
5241 Santa Ana Canyon Rd Suite 150, Anaheim, CA 92807
Preparer
Steve Durand
Phone
7149989244
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

“Description AmountMembership expense 342Bonding insurance 258paypal/bank fees 668Emergency supplies 294Operating expense 586Website 403Student planners 5226th grade promotion 1,382Art masters program 996Assemblies 535Family night 492Field day 78Field trips 1,824PTA convention 414Science night 157Teacher appreciation 1,824Teacher aid expense 26,571Teacher grant expense 382Teacher supplies 3,328Yearbook expense 331”

Raw XML Appendix180 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
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Anaheim
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092807
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt041050
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt054527
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IRS990EZ/ContributionsGiftsGrantsEtcAmt04033
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt013477
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0645
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
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IRS990EZ/LandAndBuildingsGrp/BOYAmt00
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IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0758
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt041050
IRS990EZ/NetAssetsOrFundBalancesEOYAmt054527
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt041050
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt054527
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Kathy Jackson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Teresa McClary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Hilary Martin
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Jennifer Thorsden
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Lisa Hinojosa
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Parliamentarian
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt041387
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Student supportenrichment
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Student support/enrichment, education, assemblies, field trips, drug awareness
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt038835
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt032410
IRS990EZ/SpecialEventsNetIncomeLossAmt050718
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt042032
IRS990EZ/TotalProgramServiceExpensesAmt038835
IRS990EZ/TotalRevenueAmt055509
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt04792
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt012950
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt037433
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt018494
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt010587
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt084256
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt083128
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt064884
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt075857
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt090759
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt089910
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0404538
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal509Amt0488794
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt087920
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt077834
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0113290
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0109253
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0100497
IRS990ScheduleA/Total509Grp/TotalAmt0488794
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt087920
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt077834
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0113290
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0109253
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0100497
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0488794
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt024967
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Fall Fundrai
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Spring Fundr
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt034631
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt013189
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt026868
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt074688
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt034631
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt013189
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt026868
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt074688
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt049721
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt010178
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt024967
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt013241
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt01548
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt03
IRS990ScheduleG/InPersonSolicitationsInd0X
IRS990ScheduleG/LicensedStatesCd0CA
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountMembership expense 342Bonding insurance 258paypal/bank fees 668Emergency supplies 294Operating expense 586Website 403Student planners 5226th grade promotion 1,382Art masters program 996Assemblies 535Family night 492Field day 78Field trips 1,824PTA convention 414Science night 157Teacher appreciation 1,824Teacher aid expense 26,571Teacher grant expense 382Teacher supplies 3,328Yearbook expense 331
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd000
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0Kathy Jackson
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum07149976282
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-10-31
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA California Imperial Elementary
ReturnHeader/Filer/BusinessNameControlTxt0PTAC
ReturnHeader/Filer/EIN0330237543
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 & Associates
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05241 Santa Ana Canyon Rd Suite 150
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Anaheim
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092807
ReturnHeader/PreparerPersonGrp/PhoneNum07149989244
ReturnHeader/PreparerPersonGrp/PreparationDt02022-11-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Steve Durand
ReturnHeader/ReturnTs02022-11-14T16:23:32-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Kathy
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Jackson
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$54,527
Liabilities
$0
Net assets
$54,527
Revenue
$55,509
Expenses
$42,032
Net income
$13,477
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.05$0.12$0.92$0.35$0.29$0.06
2023Detailed filing. Detailed filing data is available for this year.$1.01$0.03$0.98$1.11$0.68$0.43
2022Detailed filing. Detailed filing data is available for this year.$0.55$0.00$0.55$0.56$0.42$0.13
2021Detailed filing. Detailed filing data is available for this year.$0.41$0.41$0.50$0.44$0.06
2020Detailed filing. Detailed filing data is available for this year.$0.35$0.35$0.96$1.00$0.04
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.22$0.22$0.64$0.61$0.03
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.19$0.19$0.53$0.68$0.15
2015Detailed filing. Detailed filing data is available for this year.$0.13$0.13$0.65$0.70$0.05
2014Detailed filing. Detailed filing data is available for this year.$0.18$0.18$0.47$0.64$0.17
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.35$0.35$0.53$0.60$0.07
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.42$0.42$0.53$0.53$0.00