Civic Intelligence

Acacia Elementary PTA

990EZ • Fiscal year 2018 • EIN 33-0395550

Jul 01, 2017 to Jun 30, 2018 • Filed on Nov 09, 2018

Organization ProfileN/A
1200 N Acacia AvenueFullerton, CA 92831

(714) 447-7700

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2018

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2018

Net Margin

45th percentile

1.0%

Higher net margin than 45% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2018

Asset Growth

54th percentile

3.4%

Faster asset growth than 54% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

54th percentile

3.4%

Faster revenue growth than 54% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$18,247

Up $598 (+3.4%) from 2017

Net Assets

Up

$18,247

Up $598 (+3.4%) from 2017

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin45th percentile

Revenue

Up

$60,978

Up $1,983 (+3.4%) from 2017

Expenses

Up

$60,380

Up $1,881 (+3.2%) from 2017

Net Income

Up

$598

Up $102 (+21%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth54th percentile

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

$30K$20K$10K$0Assets 2016: $17,153Net Assets 2016: $17,1532016Assets 2017: $17,649Net Assets 2017: $17,6492017Assets 2018: $18,247Net Assets 2018: $18,2472018Assets 2019: $19,054Net Assets 2019: $19,0542019Assets 2020: $25,550Net Assets 2020: $25,5502020Assets 2021: $25,300Net Assets 2021: $25,3002021Assets 2022: $25,454Net Assets 2022: $25,4542022Assets 2023: $19,443Net Assets 2023: $19,4432023Assets 2024: $23,163Net Assets 2024: $23,1632024Assets 2025: $9,489Net Assets 2025: $9,4892025

Highlighted filing

2018

Assets$18,247
Liabilities-
Net Assets$18,247
Open 2018 Filing

Operations Trend

Revenue Growth54th percentile

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

$80K$60K$40K$20K$0-$20KRevenue 2016: $64,750Expenses 2016: $60,637Net Income 2016: $4,1132016Revenue 2017: $58,995Expenses 2017: $58,499Net Income 2017: $4962017Revenue 2018: $60,978Expenses 2018: $60,380Net Income 2018: $5982018Revenue 2019: $55,428Expenses 2019: $54,621Net Income 2019: $8072019Revenue 2020: $50,389Expenses 2020: $43,893Net Income 2020: $6,4962020Revenue 2021: $17,212Expenses 2021: $17,462Net Income 2021: -$2502021Revenue 2022: $52,833Expenses 2022: $52,679Net Income 2022: $1542022Revenue 2023: $55,471Expenses 2023: $61,482Net Income 2023: -$6,0112023Revenue 2024: $42,022Expenses 2024: $38,302Net Income 2024: $3,7202024Revenue 2025: $35,667Expenses 2025: $49,341Net Income 2025: -$13,6742025

Highlighted filing

2018

Revenue$60,978
Expenses$60,380
Net Income$598
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Nov 9, 2018
Return Version
2017v2.2
Gross Receipts
$60,978
Mission and Program Overview

Mission

Fundraising for school programs

Program Services

DescriptionGrantsExpenses
FUNDRAISING TO SUPPORT SCHOOL ACTIVITIES$60,380-
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
KATHY KWANPresidentPT$0--
LISA JEWELLTreasurer-$0--
Amna ChaudharySecretary-$0--
Filing and Contact Details

Filer

Filer Name
Acacia Elementary Pta
EIN
33-0395550
Phone
7144477700
Address
1200 N ACACIA AVENUE, FULLERTON, CA 92831

Signing Officer

Name
Kathy Kwan
Title
President
Signed
2018-11-09
Discuss with paid preparer
Yes

Preparer

Firm
Haas Business Service
Address
13328 Hadley Street, Whittier, CA 90601
Preparer
JoAnne Haas
Phone
5626989538
Supplemental Narrative

Additional Explanations

Other Expenses.1

“Program service expense $32771”

Other Expenses.2

“Fundraising expenses $14546”

Other Expenses.3

“SCHOOL ENRICHMENT $10798”

Other Expenses.4

“Membership expenses $2265”

Raw XML Appendix130 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/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0LISA JEWELL
IRS990EZ/BooksInCareOfDetail/PhoneNum07144477701
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01200 N ACACIA AVENUE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0FULLERTON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092831
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt017649
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt018247
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt060978
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0598
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt017649
IRS990EZ/Form990TotalAssetsGrp/EOYAmt018247
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt060978
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt017649
IRS990EZ/NetAssetsOrFundBalancesEOYAmt018247
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt017649
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt018247
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0KATHY KWAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1LISA JEWELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Amna Chaudhary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt060380
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0FUNDRAISING FOR SCHOOL PROGRAMS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0FUNDRAISING TO SUPPORT SCHOOL ACTIVITIES
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt060380
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0true
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt060380
IRS990EZ/TotalProgramServiceExpensesAmt060380
IRS990EZ/TotalRevenueAmt060978
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/SchoolInd0X
IRS990ScheduleE/ComplianceWithRevProc7550Ind0true
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd0false
IRS990ScheduleE/DiscriminateRaceAthltProgInd0false
IRS990ScheduleE/DiscriminateRaceEducPlcyInd0false
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd0false
IRS990ScheduleE/DiscriminateRaceOtherActyInd0false
IRS990ScheduleE/DiscriminateRaceSchsInd0false
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd0false
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd0false
IRS990ScheduleE/GovernmentFinancialAidRcvdInd0false
IRS990ScheduleE/GovernmentFinancialAidRvkdInd0false
IRS990ScheduleE/MaintainCpyOfAllSolInd0true
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd0true
IRS990ScheduleE/MaintainRacialCompRecsInd0true
IRS990ScheduleE/MaintainScholarshipsRecsInd0true
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd0true
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd0true
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd0true
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule E, Line 3 - Racially Nondiscriminatory Policy Publicized
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc1Schedule E, Line 4 - Explanation of Records and Materials Not Maintained
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc2Schedule E, Line 5 - Explanation of Organization Discrimination by Race
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PROGRAM SERVICE EXPENSE $32771
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FUNDRAISING EXPENSES $14546
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2SCHOOL ENRICHMENT $10798
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3MEMBERSHIP EXPENSES $2265
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.4
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KATHY KWAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ACACIA ELEMENTARY PTA
ReturnHeader/Filer/BusinessNameControlTxt0ACAC
ReturnHeader/Filer/EIN0330395550
ReturnHeader/Filer/PhoneNum07144477700
ReturnHeader/Filer/USAddress/AddressLine1Txt01200 N ACACIA AVENUE
ReturnHeader/Filer/USAddress/CityNm0FULLERTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092831
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0203587034
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Haas Business Service
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt013328 Hadley Street
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Whittier
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd090601
ReturnHeader/PreparerPersonGrp/PhoneNum05626989538
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JoAnne Haas
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-11-09T10:28:04-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$18,247
Liabilities
-
Net assets
$18,247
Revenue
$60,978
Expenses
$60,380
Net income
$598
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$9.49$9.49$35.7$49.3$13.7
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$23.2$23.2$42.0$38.3$3.72
2023Detailed filing. Detailed filing data is available for this year.$19.4$19.4$55.5$61.5$6.01
2022Detailed filing. Detailed filing data is available for this year.$25.5$25.5$52.8$52.7$0.15
2021Detailed filing. Detailed filing data is available for this year.$25.3$25.3$17.2$17.5$0.25
2020Detailed filing. Detailed filing data is available for this year.$25.6$25.6$50.4$43.9$6.50
2019Detailed filing. Detailed filing data is available for this year.$19.1$19.1$55.4$54.6$0.81
2018Detailed filing. Detailed filing data is available for this year.$18.2$18.2$61.0$60.4$0.60
2017Detailed filing. Detailed filing data is available for this year.$17.6$17.6$59.0$58.5$0.50
2016Detailed filing. Detailed filing data is available for this year.$17.2$17.2$64.8$60.6$4.11