Civic Intelligence

Acacia Elementary PTA

990EZ • Fiscal year 2019 • EIN 33-0395550

Jul 01, 2018 to Jun 30, 2019 • Filed on Nov 14, 2019

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 2019

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2019

Net Margin

46th percentile

1.5%

Higher net margin than 46% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

54th percentile

4.4%

Faster asset growth than 54% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

35th percentile

-9.1%

Faster revenue growth than 35% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$19,054

Up $807 (+4.4%) from 2018

Net Assets

Up

$19,054

Up $807 (+4.4%) from 2018

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin46th percentile

Revenue

Down

$55,428

Down $5,550 (-9.1%) from 2018

Expenses

Down

$54,621

Down $5,759 (-9.5%) from 2018

Net Income

Up

$807

Up $209 (+35%) from 2018

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

2019

Assets$19,054
Liabilities-
Net Assets$19,054
Open 2019 Filing

Operations Trend

Revenue Growth35th 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

2019

Revenue$55,428
Expenses$54,621
Net Income$807
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Nov 14, 2019
Return Version
2018v3.1
Gross Receipts
$55,428
Mission and Program Overview

Mission

Fundraising for school programs

Program Services

DescriptionGrantsExpenses
FUNDRAISING TO SUPPORT SCHOOL ACTIVITIES--
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
AMNA CHAUDHARYPresidentPT$0--
JAYNE OHTreasurer-$0--
MELINDA SMITHSecretary-$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
2019-11-14
Discuss with paid preparer
Yes

Preparer

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

Additional Explanations

Other Expenses.1

“Program service expense $22562”

Other Expenses.2

“Fundraising expenses $19326”

Other Expenses.3

“SCHOOL ENRICHMENT $10458”

Other Expenses.4

“Membership expenses $2275”

Raw XML Appendix127 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/BOYAmt018247
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt019054
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt055428
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0807
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt018247
IRS990EZ/Form990TotalAssetsGrp/EOYAmt019054
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt055428
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt018247
IRS990EZ/NetAssetsOrFundBalancesEOYAmt019054
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt018247
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt019054
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0AMNA CHAUDHARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JAYNE OH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MELINDA SMITH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt054621
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0FUNDRAISING FOR SCHOOL PROGRAMS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0FUNDRAISING TO SUPPORT SCHOOL ACTIVITIES
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0true
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt054621
IRS990EZ/TotalRevenueAmt055428
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 $22562
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FUNDRAISING EXPENSES $19326
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2SCHOOL ENRICHMENT $10458
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3MEMBERSHIP EXPENSES $2275
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.4
ReturnHeader/BuildTS02020-03-31 21:24:44Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KATHY KWAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-14
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/PreparerPersonNm0Vicky L Mickle
ReturnHeader/ReturnTs02019-11-14T17:47:47-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$19,054
Liabilities
-
Net assets
$19,054
Revenue
$55,428
Expenses
$54,621
Net income
$807
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
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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