Liabilities / Assets
66th percentile
Higher debt load relative to assets than 66% of similar nonprofits.
PTA California Imperial Elementary PTA
990EZ • Fiscal year 2024 • EIN 33-0237543
Refreshing map…
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
0.01x
Liabilities / Revenue
70th percentile
Higher debt load relative to revenue than 70% of similar nonprofits.
Net Margin
19th percentile
Higher net margin than 19% of similar nonprofits.
Top Officer Pay
79th percentile
Higher top officer pay than 79% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
29th percentile
Faster asset growth than 29% of similar nonprofits.
Revenue Growth
12th percentile
Faster revenue growth than 12% of similar nonprofits.
Balance Sheet
Assets
Down$87,436
Down $13,293 (-13%) from 2023
Net Assets
Down$86,415
Down $11,125 (-11%) from 2023
Liabilities
Down$1,021
Down $2,168 (-68%) from 2023
Revenue And Expenses
Revenue
Down$59,265
Down $51,971 (-47%) from 2023
Expenses
Up$70,390
Up $2,167 (+3.2%) from 2023
Net Income
Down-$11,125
Down $54,138 (-126%) from 2023
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jul 1, 2023 to Jun 30, 2024
- Signed
- Nov 7, 2024
- Return Version
- 2023v5.1
- Gross Receipts
- $89,763
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 | - | $67,769 |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| Crystal Morfin | VP Programs | - | $0 | - | - |
| Christina Welsh | VP Fundraising | - | $0 | - | - |
| Hilary Martin | Parliamentarian | - | $0 | - | - |
| Sarah Britigan | Treasurer | - | $0 | - | - |
| Lisa Hinojosa | President | - | $0 | - | - |
| Jennifr Thordsen | Historian | - | $0 | - | - |
Fundraising, Events, and Gaming
Fundraising Events
| Event | Gross Receipts | Gross Revenue | Direct Expenses | Net Income |
|---|---|---|---|---|
| Spring Fundr | $38,730 | $38,730 | $11,302 | $27,428 |
| Eagle eat ou | $1,812 | $1,812 | - | $1,812 |
| Total Events | $40,616 | $40,616 | $11,302 | $29,314 |
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
- Sarah Britigan
- Title
- Treasurer
- Phone
- 7149976282
- Signed
- 2024-11-07
- 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 AmountAssemblies 1,590Field day 127Field Trip 1,376Friends of the Library 958Hospitality 321Patries with Parents 930S.T.E.A.M 4,680Science Night 108SOAR Program 2,433Spring Festival 11,119Teacher Appreciation 1,618Teacher Grant 399Teacher Supplies 3,211Trunk or Treat 464Bank/Paypal fees 916Operating expense 141Misc 59Bonding Insurance 282Professional fees 850Website 373Art Masters Program 2,283Back to School 158Membership dues expense 125Student Planners 626Teacher Aid 13,500Book Fair 9,169Spirit Wear 12,574”
Description of total liabilities Part II line 26
“Category Beginning of Year End of YearUncleared checks 3,189 1,021”
Raw XML Appendix172 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 | Sarah Britigan |
| 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 | 100729 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 87436 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | false |
| IRS990EZ/ContributionsGiftsGrantsEtcAmt | 0 | 1779 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | false |
| IRS990EZ/EngagedInExcessBenefitTransInd | 0 | false |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | -11125 |
| IRS990EZ/FiledScheduleAInd | 0 | true |
| IRS990EZ/ForeignFinancialAccountInd | 0 | false |
| IRS990EZ/ForeignOfficeInd | 0 | false |
| IRS990EZ/Form1120PolFiledInd | 0 | false |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 100729 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 87436 |
| IRS990EZ/FundraisingGrossIncomeAmt | 0 | 64157 |
| IRS990EZ/GrossProfitLossSlsOfInvntryAmt | 0 | 3493 |
| IRS990EZ/GrossReceiptsAmt | 0 | 89763 |
| IRS990EZ/GrossSalesOfInventoryAmt | 0 | 3493 |
| IRS990EZ/InfoInScheduleOPartIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InvestmentIncomeAmt | 0 | 183 |
| IRS990EZ/LandAndBuildingsGrp/BOYAmt | 0 | 0 |
| IRS990EZ/LandAndBuildingsGrp/EOYAmt | 0 | 0 |
| IRS990EZ/LobbyingActivitiesInd | 0 | false |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | false |
| IRS990EZ/MembershipDuesAmt | 0 | 1630 |
| IRS990EZ/MethodOfAccountingCashInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 97540 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 86415 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 97540 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 86415 |
| 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/AverageHrsPerWkDevotedToPosRt | 5 | 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/CompensationAmt | 5 | 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/EmployeeBenefitProgramAmt | 5 | 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/ExpenseAccountOtherAllwncAmt | 5 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | Crystal Morfin |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | Christina Welsh |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | Hilary Martin |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | Sarah Britigan |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 4 | Lisa Hinojosa |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 5 | Jennifr Thordsen |
| 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/OfficerDirectorTrusteeEmplGrp/TitleTxt | 5 | Historian |
| 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 | 70390 |
| IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt | 0 | NONE |
| IRS990EZ/PartVIOfCompOfHghstPdEmplTxt | 0 | NONE |
| IRS990EZ/PoliticalCampaignActyInd | 0 | false |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | Student supportenrichment |
| IRS990EZ/ProgramServiceRevenueAmt | 0 | 18521 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | Student support/enrichment, education, assemblies, field trips, drug awareness |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 67769 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/SchoolOperatingInd | 0 | false |
| IRS990EZ/SpecialEventsDirectExpensesAmt | 0 | 30498 |
| IRS990EZ/SpecialEventsNetIncomeLossAmt | 0 | 33659 |
| IRS990EZ/StatesWhereCopyOfReturnIsFldCd | 0 | CA |
| IRS990EZ/SubjectToProxyTaxInd | 0 | false |
| IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt | 0 | 3189 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 1021 |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TotalExpensesAmt | 0 | 70390 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 67769 |
| IRS990EZ/TotalRevenueAmt | 0 | 59265 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd | 0 | false |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt | 0 | 41135 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt | 0 | 7557 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 4792 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 12950 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt | 0 | 37433 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt | 0 | 103867 |
| IRS990ScheduleA/PublicOrganization170Ind | 0 | X |
| IRS990ScheduleA/PublicSupportCY170Pct | 0 | 1.00000 |
| IRS990ScheduleA/PublicSupportPY170Pct | 0 | 1.00000 |
| IRS990ScheduleA/PublicSupportTotal170Amt | 0 | 103867 |
| IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind | 0 | X |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt | 0 | 41135 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt | 0 | 7557 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 4792 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 12950 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt | 0 | 37433 |
| IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt | 0 | 103867 |
| IRS990ScheduleA/TotalSupportAmt | 0 | 103867 |
| IRS990ScheduleG/AgrmtProfFundraisingActyInd | 0 | false |
| IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt | 0 | 11302 |
| IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm | 0 | Spring Fundr |
| IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm | 0 | Eagle eat ou |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt | 0 | 38730 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt | 0 | 1812 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt | 0 | 74 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt | 0 | 40616 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt | 0 | 38730 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt | 0 | 1812 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt | 0 | 74 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt | 0 | 40616 |
| IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt | 0 | 29314 |
| IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt | 0 | 11302 |
| IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt | 0 | 11302 |
| IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt | 0 | 1 |
| IRS990ScheduleG/InPersonSolicitationsInd | 0 | X |
| IRS990ScheduleG/LicensedStatesCd | 0 | CA |
| IRS990ScheduleG/SpecialFundraisingEventsInd | 0 | X |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | Description AmountAssemblies 1,590Field day 127Field Trip 1,376Friends of the Library 958Hospitality 321Patries with Parents 930S.T.E.A.M 4,680Science Night 108SOAR Program 2,433Spring Festival 11,119Teacher Appreciation 1,618Teacher Grant 399Teacher Supplies 3,211Trunk or Treat 464Bank/Paypal fees 916Operating expense 141Misc 59Bonding Insurance 282Professional fees 850Website 373Art Masters Program 2,283Back to School 158Membership dues expense 125Student Planners 626Teacher Aid 13,500Book Fair 9,169Spirit Wear 12,574 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | Category Beginning of Year End of YearUncleared checks 3,189 1,021 |
| 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/BuildTS | 0 | 2024-10-15 13:58:12Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | true |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | Sarah Britigan |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | Treasurer |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 7149976282 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2024-11-07 |
| 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/IRSResponsiblePrtyInfoCurrInd | 0 | true |
| 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 | 2024-11-11 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | Steve Durand |
| ReturnHeader/ReturnTs | 0 | 2024-11-11T17:48:03-05:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2023-07-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2024-06-30 |
| ReturnHeader/TaxYr | 0 | 2023 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $87,436
- Liabilities
- $1,021
- Net assets
- $86,415
- Revenue
- $59,265
- Expenses
- $70,390
- Net income
- -$11,125