Liabilities / Assets
73rd percentile
Higher debt load relative to assets than 73% of similar nonprofits.
PTA California Imperial Elementary PTA
990EZ • Fiscal year 2023 • EIN 33-0237543
Refreshing map…
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
0.03x
Liabilities / Revenue
74th percentile
Higher debt load relative to revenue than 74% of similar nonprofits.
Net Margin
86th percentile
Higher net margin than 86% of similar nonprofits.
Top Officer Pay
78th percentile
Higher top officer pay than 78% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
90th percentile
Faster asset growth than 90% of similar nonprofits.
Revenue Growth
90th percentile
Faster revenue growth than 90% of similar nonprofits.
Balance Sheet
Assets
Up$100,729
Up $46,202 (+85%) from 2022
Net Assets
Up$97,540
Up $43,013 (+79%) from 2022
Liabilities
Up$3,189
Up $3,189 from 2022
Revenue And Expenses
Revenue
Up$111,236
Up $55,727 (+100%) from 2022
Expenses
Up$68,223
Up $26,191 (+62%) from 2022
Net Income
Up$43,013
Up $29,536 (+219%) from 2022
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jul 1, 2022 to Jun 30, 2023
- Signed
- Nov 16, 2023
- Return Version
- 2022v5.0
- Gross Receipts
- $125,634
Mission and Program Overview
Mission
Student support/enrichment, education, assemblies, field trips, drug awareness
Student supportenrichment
Program Services
| Description | Grants | Expenses |
|---|---|---|
| Student support/enrichment, education, assemblies, field trips, drug awareness | - | $65,492 |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| Jamie Clements | VP Programs | - | $0 | - | - |
| Crystal Morfin | VP Fundraising | - | $0 | - | - |
| Hilary Martin | Parliamentarian | - | $0 | - | - |
| Jennifer Thorsden | Treasurer | - | $0 | - | - |
| Lisa Hinojosa | President | - | $0 | - | - |
Fundraising, Events, and Gaming
Fundraising Events
| Event | Gross Receipts | Gross Revenue | Direct Expenses | Net Income |
|---|---|---|---|---|
| Fall Fundrai | - | - | - | - |
| Spring Fundr | - | - | - | - |
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
- Jennifer Thorsden
- Title
- Treasurer
- Phone
- 7149976282
- Signed
- 2023-11-16
- Discuss with paid preparer
- Yes
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 265Bonding insurance 272paypal/bank fees 950Hospitality expense 271Operating expense 587Website 227Student planners 571Student Incentives 1,293Art masters program 2,143Assemblies 4,307Donuts with Dad 312Field day 69Field trips 1,551Muffins with Mom 672Science night 43Teacher appreciation 2,988Teacher aid expense 21,525Teacher grant expense 1,502Teacher supplies 3,310Movie Night 439Miscellaneous 995STEAM expense 370SOAR Program 2,107Trunk or Treat 314Angels Family Night 1,601Friends of the Library 1,270Spring Festival 15,860Beautification 1,709”
Description of total liabilities Part II line 26
“Category Beginning of Year End of YearUncleared checks 0 3,189”
Raw XML Appendix161 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 |
|---|---|---|
| IRS990EZ/ActivitiesNotPreviouslyRptInd | 0 | false |
| IRS990EZ/BooksInCareOfDetail/PersonNm | 0 | Jennifer Thorsden |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 7149976282 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 400 S Imperial Hwy |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | Anaheim |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | CA |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 92807 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 54527 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 100729 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | false |
| IRS990EZ/ContributionsGiftsGrantsEtcAmt | 0 | 7557 |
| IRS990EZ/CostOfGoodsSoldAmt | 0 | 6730 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | false |
| IRS990EZ/EngagedInExcessBenefitTransInd | 0 | false |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | 43013 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 700 |
| IRS990EZ/FiledScheduleAInd | 0 | true |
| IRS990EZ/ForeignFinancialAccountInd | 0 | false |
| IRS990EZ/ForeignOfficeInd | 0 | false |
| IRS990EZ/Form1120PolFiledInd | 0 | false |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 54527 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 100729 |
| IRS990EZ/FundraisingGrossIncomeAmt | 0 | 78103 |
| IRS990EZ/GrossProfitLossSlsOfInvntryAmt | 0 | 11735 |
| IRS990EZ/GrossReceiptsAmt | 0 | 125634 |
| IRS990EZ/GrossSalesOfInventoryAmt | 0 | 18465 |
| IRS990EZ/InfoInScheduleOPartIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/LandAndBuildingsGrp/BOYAmt | 0 | 0 |
| IRS990EZ/LandAndBuildingsGrp/EOYAmt | 0 | 0 |
| IRS990EZ/LobbyingActivitiesInd | 0 | false |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | false |
| IRS990EZ/MembershipDuesAmt | 0 | 1160 |
| IRS990EZ/MethodOfAccountingCashInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 54527 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 97540 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 54527 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 97540 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 0.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 0.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 0.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 3 | 0.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 4 | 0.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | Jamie Clements |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | Crystal Morfin |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | Hilary Martin |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | Jennifer Thorsden |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 4 | Lisa Hinojosa |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | VP Programs |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | VP Fundraising |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | Parliamentarian |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | Treasurer |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 4 | President |
| IRS990EZ/OperateHospitalInd | 0 | false |
| IRS990EZ/Organization501c3Ind | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | false |
| IRS990EZ/OrganizationHadUBIInd | 0 | false |
| IRS990EZ/OtherAssetsTotalDetail/BOYAmt | 0 | 0 |
| IRS990EZ/OtherAssetsTotalDetail/EOYAmt | 0 | 0 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 67523 |
| IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt | 0 | NONE |
| IRS990EZ/PartVIOfCompOfHghstPdEmplTxt | 0 | NONE |
| IRS990EZ/PoliticalCampaignActyInd | 0 | false |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | Student supportenrichment |
| IRS990EZ/ProgramServiceRevenueAmt | 0 | 20349 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | Student support/enrichment, education, assemblies, field trips, drug awareness |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 65492 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SchoolOperatingInd | 0 | false |
| IRS990EZ/SpecialEventsDirectExpensesAmt | 0 | 7668 |
| IRS990EZ/SpecialEventsNetIncomeLossAmt | 0 | 70435 |
| IRS990EZ/StatesWhereCopyOfReturnIsFldCd | 0 | CA |
| IRS990EZ/SubjectToProxyTaxInd | 0 | false |
| IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt | 0 | 0 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 3189 |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TotalExpensesAmt | 0 | 68223 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 65492 |
| IRS990EZ/TotalRevenueAmt | 0 | 111236 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd | 0 | false |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt | 0 | 7557 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt | 0 | 4792 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 12950 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 37433 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt | 0 | 18494 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt | 0 | 81226 |
| IRS990ScheduleA/PublicOrganization170Ind | 0 | X |
| IRS990ScheduleA/PublicSupportCY170Pct | 0 | 1.00000 |
| IRS990ScheduleA/PublicSupportPY170Pct | 0 | 1.00000 |
| IRS990ScheduleA/PublicSupportTotal170Amt | 0 | 81226 |
| IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind | 0 | X |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt | 0 | 7557 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt | 0 | 4792 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 12950 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 37433 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt | 0 | 18494 |
| IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt | 0 | 81226 |
| IRS990ScheduleA/TotalSupportAmt | 0 | 81226 |
| IRS990ScheduleG/AgrmtProfFundraisingActyInd | 0 | false |
| IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm | 0 | Fall Fundrai |
| IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm | 0 | Spring Fundr |
| IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt | 0 | 3 |
| IRS990ScheduleG/InPersonSolicitationsInd | 0 | X |
| IRS990ScheduleG/LicensedStatesCd | 0 | CA |
| IRS990ScheduleG/SpecialFundraisingEventsInd | 0 | X |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | Description AmountMembership expense 265Bonding insurance 272paypal/bank fees 950Hospitality expense 271Operating expense 587Website 227Student planners 571Student Incentives 1,293Art masters program 2,143Assemblies 4,307Donuts with Dad 312Field day 69Field trips 1,551Muffins with Mom 672Science night 43Teacher appreciation 2,988Teacher aid expense 21,525Teacher grant expense 1,502Teacher supplies 3,310Movie Night 439Miscellaneous 995STEAM expense 370SOAR Program 2,107Trunk or Treat 314Angels Family Night 1,601Friends of the Library 1,270Spring Festival 15,860Beautification 1,709 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | Category Beginning of Year End of YearUncleared checks 0 3,189 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | Description of other expenses Part I line 16 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | Description of total liabilities Part II line 26 |
| ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd | 0 | AAL2 |
| ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd | 0 | IAL1 |
| ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd | 0 | 11 |
| ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd | 0 | 0 |
| ReturnHeader/BuildTS | 0 | 2023-04-26 12:10:37Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | true |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | Jennifer Thorsden |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | Treasurer |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 7149976282 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2023-11-16 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | PTA California Imperial Elementary |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | PTAC |
| ReturnHeader/Filer/EIN | 0 | 330237543 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 400 S Imperial Hwy |
| ReturnHeader/Filer/USAddress/CityNm | 0 | Anaheim |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | CA |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 92807 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 330874543 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | Azling & Associates |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 5241 Santa Ana Canyon Rd Suite 150 |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | Anaheim |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | CA |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 92807 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 7149989244 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2023-11-16 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | Steve Durand |
| ReturnHeader/ReturnTs | 0 | 2023-11-16T16:54:34-05:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm | 0 | Jennifer |
| ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm | 0 | Thorsden |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2022-07-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2023-06-30 |
| ReturnHeader/TaxYr | 0 | 2022 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $100,729
- Liabilities
- $3,189
- Net assets
- $97,540
- Revenue
- $111,236
- Expenses
- $68,223
- Net income
- $43,013