Civic Intelligence

PTA California Imperial Elementary PTA

990EZ • Fiscal year 2025 • EIN 33-0237543

Jul 01, 2024 to Jun 30, 2025 • Filed on Oct 16, 2025

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

84th percentile

0.12x

Higher debt load relative to assets than 84% of similar nonprofits.

2025 filings • 501(c)3 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

92nd percentile

0.35x

Higher debt load relative to revenue than 92% of similar nonprofits.

2025 filings • 501(c)3 • <$500k nonprofits • Source year 2025

Net Margin

73rd percentile

17%

Higher net margin than 73% of similar nonprofits.

2025 filings • 501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

82nd percentile

$0

Higher top officer pay than 82% of similar nonprofits.

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

2025 filings • 501(c)3 • <$500k nonprofits • Source year 2025

Asset Growth

73rd percentile

20%

Faster asset growth than 73% of similar nonprofits.

2025 filings • 501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

12th percentile

-41%

Faster revenue growth than 12% of similar nonprofits.

2025 filings • 501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets84th percentile

Assets

Up

$104,895

Up $4,166 (+4.1%) from 2023

Net Assets

Down

$92,480

Down $5,060 (-5.2%) from 2023

Liabilities

Up

$12,415

Up $9,226 (+289%) from 2023

Revenue And Expenses
Liabilities / Revenue92nd percentileNet Margin73rd percentile

Revenue

Down

$34,991

Down $76,245 (-69%) from 2023

Expenses

Down

$28,926

Down $39,297 (-58%) from 2023

Net Income

Down

$6,065

Down $36,948 (-86%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth73rd 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

2025

Assets$104,895
Liabilities$12,415
Net Assets$92,480
Open 2025 Filing

Operations Trend

Revenue Growth12th 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

2025

Revenue$34,991
Expenses$28,926
Net Income$6,065
Open 2025 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Oct 16, 2025
Return Version
2024v5.2
Gross Receipts
$36,025
Mission and Program Overview

Mission

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

Student support/enrichment

Program Services

DescriptionGrantsExpenses
Student support/enrichment, education, assemblies, field trips, drug awareness-$28,927
Compensation and Service Providers
Top Officer Pay82nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Crystal MorfinPresident-$0--
Christina WelshVP Fundraising-$0--
Hilary MartinSecretary-$0--
Sarah BritiganTreasurer-$0--
Lisa Hinojosa2nd VP Programs-$0--
Jennifer ThordsenHistorian-$0--
Laura RichParliamentarian-$0--
Jenna ElkinsVP Fundraising-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Spring Fundr$18,899$18,899$1,034$17,865
Total Events$21,795$21,795$1,034$20,761
Filing and Contact Details

Filer

Filer Name
PTA California Imperial Elementary
EIN
33-0237543
In Care Of
% Sarah Britigan
Phone
7149976282
Address
400 S Imperial Hwy, Anaheim, CA 92807

Signing Officer

Name
Sarah Britigan
Title
Treasurer
Phone
7149976282
Signed
2025-10-16
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 revenue Part I line 8

“Description AmountOther 273”

Description of other expenses Part I line 16

“Description AmountArt Masters program 1,998Assemblies 2,064Book Fair 2,546Field tris 646Friends of the library 797Hospitality 287Pastires with Parents 927Physical education 620Safety 1,982School Beautification 1,676Science night 330SOAR program 1,632Spring festival 9,092Student incentives 687Teacher appreciation 1,145Teacher supplies 2,497”

Description of total liabilities Part II line 26

“Category Beginning of Year End of YearUncleared checks 1,021 12,415”

Raw XML Appendix181 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/AddressLine1Txt0400 S Imperial Hwy
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Anaheim
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092807
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt087436
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IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
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IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt06065
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
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IRS990EZ/Form990TotalAssetsGrp/EOYAmt0104895
IRS990EZ/FundraisingGrossIncomeAmt021795
IRS990EZ/GrossReceiptsAmt036025
IRS990EZ/InfoInScheduleOPartIIInd0X
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IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0231
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt086415
IRS990EZ/NetAssetsOrFundBalancesEOYAmt092480
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Crystal Morfin
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Christina Welsh
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Hilary Martin
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Sarah Britigan
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Lisa Hinojosa
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Jennifer Thordsen
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Laura Rich
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Jenna Elkins
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VP Fundraising
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt42nd VP Programs
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Historian
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Parliamentarian
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7VP Fundraising
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt028926
IRS990EZ/OtherRevenueTotalAmt0273
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Student support/enrichment
IRS990EZ/ProgramServiceRevenueAmt013726
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Student support/enrichment, education, assemblies, field trips, drug awareness
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt028927
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt01034
IRS990EZ/SpecialEventsNetIncomeLossAmt020761
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt01021
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt012415
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt028926
IRS990EZ/TotalProgramServiceExpensesAmt028927
IRS990EZ/TotalRevenueAmt034991
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt022026
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt041135
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt07557
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt04792
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt012950
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt088460
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt0273
IRS990ScheduleA/OtherIncome170Grp/TotalAmt0273
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99690
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt088460
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt022026
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt041135
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt07557
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt04792
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt012950
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt088460
IRS990ScheduleA/TotalSupportAmt088733
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt01034
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Spring Fundr
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt018899
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt02896
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt021795
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt018899
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt02896
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt021795
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt020761
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt01034
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt01034
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt02
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountOther 273
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description AmountArt Masters program 1,998Assemblies 2,064Book Fair 2,546Field tris 646Friends of the library 797Hospitality 287Pastires with Parents 927Physical education 620Safety 1,982School Beautification 1,676Science night 330SOAR program 1,632Spring festival 9,092Student incentives 687Teacher appreciation 1,145Teacher supplies 2,497
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Category Beginning of Year End of YearUncleared checks 1,021 12,415
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other revenue Part I line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Description of total liabilities Part II line 26
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SARAH BRITIGAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum07149976282
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-10-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA California Imperial Elementary
ReturnHeader/Filer/BusinessNameControlTxt0PTAC
ReturnHeader/Filer/EIN0330237543
ReturnHeader/Filer/InCareOfNm0% Sarah Britigan
ReturnHeader/Filer/PhoneNum07149976282
ReturnHeader/Filer/USAddress/AddressLine1Txt0400 S Imperial Hwy
ReturnHeader/Filer/USAddress/CityNm0Anaheim
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092807
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
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/PreparationDt02025-11-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEVE DURAND
ReturnHeader/ReturnTs02025-11-13T14:43:20-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$104,895
Liabilities
$12,415
Net assets
$92,480
Revenue
$34,991
Expenses
$28,926
Net income
$6,065
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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2025 filings • 501(c)3 • <$500k nonprofits