Civic Intelligence

Santiago Hills Elementary PTA

990EZ • Fiscal year 2023 • EIN 33-0276258

Jul 01, 2022 to Jun 30, 2023 • Filed on Feb 21, 2024

Refreshing map…

29 Christamon WestIrvine, CA 92620

(949) 936-6000

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.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

59th percentile

0.00x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

19th percentile

-20%

Higher net margin than 19% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

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.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

20th percentile

-25%

Faster asset growth than 20% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

44th percentile

-0.3%

Faster revenue growth than 44% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Assets

Down

$57,453

Down $19,130 (-25%) from 2022

Net Assets

Down

$57,453

Down $19,130 (-25%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue

Down

$95,093

Down $274 (-0.3%) from 2022

Expenses

Up

$114,223

Up $2,305 (+2.1%) from 2022

Net Income

Down

-$19,130

Down $2,579 (-16%) from 2022

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$100K$50K$0Assets 2021: $93,134Liabilities 2021: $0Net Assets 2021: $93,1342021Assets 2022: $76,583Liabilities 2022: $0Net Assets 2022: $76,5832022Assets 2023: $57,453Liabilities 2023: $0Net Assets 2023: $57,4532023

Highlighted filing

2023

Assets$57,453
Liabilities$0
Net Assets$57,453

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$150K$100K$50K$0-$50KRevenue 2021: $33,602Expenses 2021: $45,635Net Income 2021: -$12,0332021Revenue 2022: $95,367Expenses 2022: $111,918Net Income 2022: -$16,5512022Revenue 2023: $95,093Expenses 2023: $114,223Net Income 2023: -$19,1302023

Highlighted filing

2023

Revenue$95,093
Expenses$114,223
Net Income-$19,130
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Feb 21, 2024
Return Version
2022v5.0
Gross Receipts
$95,093
Mission and Program Overview

Mission

To assist in education of santiago hills elementary school.

Program Services

DescriptionGrantsExpenses
PROVIDING FUNDS FOR VARIOUS STUDENT ACTIVITIES, SUCH AS YEARBOOK, RED RIBBON WEEK, REFLECTIONS, ETC.$0$45,452
PROVIDING FUNDS TO ASSIST SCHOOL IN VARIOUS EDUCATIONAL PROGRAMS AND FOR ADDITIONAL CLASSROOM EXPENDITURES, SUCH AS LIBRARY/MEDIA STIPEND, SCHOLARSHIPS, GUY STUFF/MOTHER DAUGHTER TEA, BOOKS, SUPPLIES, AND OTHER TEACHING MATERIALS TO ENHANCE STUDENT EDUCATION.$0$40,929
PROVIDING FUNDS TO ASSIST WITH MAINTENANCE OF STUDENT HEALTH AND WELFARE, SUCH AS SUPPORTING SCHOOL HEALTH OFFICE, EMERGENCY PREPAREDNESS AND FACILITY IMPROVEMENT.$0$20,648
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
KRISTY MATSUDAPresidentPT$0--
JANICE KAOExecutive Vice-PresidentPT$0--
CHRISTINA HAUPENTHALVP Of Ways & MeansPT$0--
TAMMY SUNGVP Of ProgramsPT$0--
JANICE MCINTIREAuditorPT$0--
ANEEKA PATELSecretaryPT$0--
YURIKO TAMAYOFinancial SecretaryPT$0--
SUNG GREENTreasurerPT$0--
JOSEPHINE CHENParliamentarianPT$0--
NIKTA MODYHistorianPT$0--
Filing and Contact Details

Filer

Filer Name
Santiago Hills Elementary Pta
EIN
33-0276258
Phone
9499366000
Address
29 CHRISTAMON WEST, IRVINE, CA 92620

Signing Officer

Name
Kristy Matsuda
Title
President
Phone
9499366000
Signed
2024-02-21
Discuss with paid preparer
Yes

Preparer

Firm
Pickett Chen and Company
Address
9831 IRVINE CENTER DRIVE SUITE 200, IRVINE, CA 92618
Preparer
Kwong Howard Chen
Phone
9497271885
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8 - Other Revenue

Description: interest income. Amount: 3.

Form 990-ez, Part I, Line 16 - Other Expenses

Description: membership fee submitted to district pta (fourth) and other membership exp. Amount: 3,182. Description: administration expense. Amount: 4,012. Description: program service. See part iii "statement of program service accomplishments". Amount: 107,029. Total to form 990-ez, line 16: 114,223.

Form 990-ez, Part II, Line 24 - Other Assets

Description: other assets. Beg. Of year amount: 63. End of year amount: 63.

Raw XML Appendix224 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.

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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0KRISTY MATSUDA
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JANICE MCINTIRE
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7SUNG GREEN
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9NIKTA MODY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1EXECUTIVE VICE-PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VP OF WAYS & MEANS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VP OF PROGRAMS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4AUDITOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6FINANCIAL SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8PARLIAMENTARIAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9HISTORIAN
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
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IRS990EZ/OtherChangesInNetAssetsAmt00
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IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TO ASSIST IN EDUCATION OF SANTIAGO HILLS ELEMENTARY SCHOOL.
IRS990EZ/ProgramServiceRevenueAmt053023
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDING FUNDS FOR VARIOUS STUDENT ACTIVITIES, SUCH AS YEARBOOK, RED RIBBON WEEK, REFLECTIONS, ETC.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1PROVIDING FUNDS TO ASSIST WITH MAINTENANCE OF STUDENT HEALTH AND WELFARE, SUCH AS SUPPORTING SCHOOL HEALTH OFFICE, EMERGENCY PREPAREDNESS AND FACILITY IMPROVEMENT.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2PROVIDING FUNDS TO ASSIST SCHOOL IN VARIOUS EDUCATIONAL PROGRAMS AND FOR ADDITIONAL CLASSROOM EXPENDITURES, SUCH AS LIBRARY/MEDIA STIPEND, SCHOLARSHIPS, GUY STUFF/MOTHER DAUGHTER TEA, BOOKS, SUPPLIES, AND OTHER TEACHING MATERIALS TO ENHANCE STUDENT EDUCATION.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST INCOME. AMOUNT: 3.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: MEMBERSHIP FEE SUBMITTED TO DISTRICT PTA (FOURTH) AND OTHER MEMBERSHIP EXP. AMOUNT: 3,182. DESCRIPTION: ADMINISTRATION EXPENSE. AMOUNT: 4,012. DESCRIPTION: PROGRAM SERVICE. SEE PART III "STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS". AMOUNT: 107,029. TOTAL TO FORM 990-EZ, LINE 16: 114,223.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: OTHER ASSETS. BEG. OF YEAR AMOUNT: 63. END OF YEAR AMOUNT: 63.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8 - OTHER REVENUE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0KRISTY MATSUDA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09499366000
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-02-21
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SANTIAGO HILLS ELEMENTARY PTA
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CALIFORNIA CONGRESS OF PTA
ReturnHeader/Filer/BusinessNameControlTxt0SANT
ReturnHeader/Filer/EIN0330276258
ReturnHeader/Filer/PhoneNum09499366000
ReturnHeader/Filer/USAddress/AddressLine1Txt029 CHRISTAMON WEST
ReturnHeader/Filer/USAddress/CityNm0IRVINE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092620
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0271984870
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PICKETT CHEN AND COMPANY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt09831 IRVINE CENTER DRIVE SUITE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0IRVINE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092618
ReturnHeader/PreparerPersonGrp/PhoneNum09497271885
ReturnHeader/PreparerPersonGrp/PreparationDt02024-02-21
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KWONG HOWARD CHEN
ReturnHeader/ReturnTs02024-03-12T10:50:37-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0KRISTY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MATSUDA
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

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