Civic Intelligence

Acacia Elementary PTA

990EZ • Fiscal year 2023 • EIN 33-0395550

Jul 01, 2022 to Jun 30, 2023 • Filed on Nov 14, 2023

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 2023

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2023

Net Margin

26th percentile

-11%

Higher net margin than 26% 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

21st percentile

-24%

Faster asset growth than 21% of similar nonprofits.

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

Revenue Growth

51st percentile

5.0%

Faster revenue growth than 51% of similar nonprofits.

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

Assets

Down

$19,443

Down $6,011 (-24%) from 2022

Net Assets

Down

$19,443

Down $6,011 (-24%) from 2022

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$55,471

Up $2,638 (+5.0%) from 2022

Expenses

Up

$61,482

Up $8,803 (+17%) from 2022

Net Income

Down

-$6,011

Down $6,165 (-4003%) from 2022

Historical Trend

Balance Sheet Trend

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

2023

Assets$19,443
Liabilities-
Net Assets$19,443

Operations Trend

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

2023

Revenue$55,471
Expenses$61,482
Net Income-$6,011
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Nov 14, 2023
Return Version
2022v5.0
Gross Receipts
$55,471
Mission and Program Overview

Mission

Fundraising for school programs

Program Services

DescriptionGrantsExpenses
FUNDRAISING TO SUPPORT SCHOOL ACTIVITIES-$61,482
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
RACHELE JAREBPresidentPT$0--
KARA SARRACINOTreasurer-$0--
Amna ChaudharyVice President-$0--
REBEKAH SOTZINGSecretary-$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
Kara Sarracino
Title
Treasurer
Signed
2023-11-14
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 $23150

Other Expenses.2

SCHOOL ENRICHMENT $18693

Other Expenses.3

Fundraising expenses $17519

Other Expenses.4

Membership expenses $2120

Raw XML Appendix140 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/BooksInCareOfDetail/PersonNm0KARA SARRACINO
IRS990EZ/BooksInCareOfDetail/PhoneNum07144477701
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01200 N ACACIA AVENUE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0FULLERTON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092831
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt025454
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt019443
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt055471
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-6011
IRS990EZ/FiledScheduleAInd0true
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IRS990EZ/InfoInScheduleOPartIInd0X
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IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt061482
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0FUNDRAISING FOR SCHOOL PROGRAMS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0FUNDRAISING TO SUPPORT SCHOOL ACTIVITIES
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt061482
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0true
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt061482
IRS990EZ/TotalProgramServiceExpensesAmt061482
IRS990EZ/TotalRevenueAmt055471
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 $23150
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1SCHOOL ENRICHMENT $18693
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2FUNDRAISING EXPENSES $17519
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3MEMBERSHIP EXPENSES $2120
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.4
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-14
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/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0203587034
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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/ReturnTs02023-11-14T15:55:20-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0KARA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SARRACINO
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

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