Civic Intelligence

Susan B Anthony Elementary PTA

990EZ • Fiscal year 2024 • EIN 33-0659218

Jul 01, 2023 to Jun 30, 2024 • Filed on Sep 03, 2024

Organization Profile
2665 Gilbert AveCorona, CA 92881

(949) 351-5631

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

57th percentile

0.00x

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

23rd percentile

-13%

Higher net margin than 23% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

15th percentile

-38%

Faster asset growth than 15% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

88th percentile

71%

Faster revenue growth than 88% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets56th percentile

Assets

Down

$11,285

Down $7,044 (-38%) from 2023

Net Assets

Down

$11,285

Down $7,044 (-38%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin23rd percentile

Revenue

Up

$53,098

Up $21,989 (+71%) from 2023

Expenses

Up

$60,142

Up $25,676 (+74%) from 2023

Net Income

Down

-$7,044

Down $3,687 (-110%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth15th percentile

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

$40K$30K$20K$10K$0Assets 2016: $9,292Liabilities 2016: $0Net Assets 2016: $9,2922016Assets 2017: $18,083Liabilities 2017: $0Net Assets 2017: $18,0832017Assets 2018: $15,080Liabilities 2018: $0Net Assets 2018: $15,0802018Assets 2019: $13,321Liabilities 2019: $0Net Assets 2019: $13,3212019Assets 2020: $31,569Liabilities 2020: $0Net Assets 2020: $31,5692020Assets 2021: $23,385Liabilities 2021: $0Net Assets 2021: $23,3852021Assets 2022: $21,686Liabilities 2022: $0Net Assets 2022: $21,6862022Assets 2023: $18,329Liabilities 2023: $0Net Assets 2023: $18,3292023Assets 2024: $11,285Liabilities 2024: $0Net Assets 2024: $11,2852024Assets 2025: $9,656Liabilities 2025: $0Net Assets 2025: $9,6562025

Highlighted filing

2024

Assets$11,285
Liabilities$0
Net Assets$11,285
Open 2024 Filing

Operations Trend

Revenue Growth88th percentile

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

$100K$50K$0-$50KRevenue 2016: $58,475Expenses 2016: $58,307Net Income 2016: $1682016Revenue 2017: $55,241Expenses 2017: $47,505Net Income 2017: $7,7362017Revenue 2018: $46,377Expenses 2018: $49,380Net Income 2018: -$3,0032018Revenue 2019: $70,837Expenses 2019: $72,597Net Income 2019: -$1,7602019Revenue 2020: $53,801Expenses 2020: $35,553Net Income 2020: $18,2482020Revenue 2021: $2,549Expenses 2021: $10,734Net Income 2021: -$8,1852021Revenue 2022: $36,536Expenses 2022: $38,235Net Income 2022: -$1,6992022Revenue 2023: $31,109Expenses 2023: $34,466Net Income 2023: -$3,3572023Revenue 2024: $53,098Expenses 2024: $60,142Net Income 2024: -$7,0442024Revenue 2025: $39,895Expenses 2025: $41,524Net Income 2025: -$1,6292025

Highlighted filing

2024

Revenue$53,098
Expenses$60,142
Net Income-$7,044
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Sep 3, 2024
Return Version
2023v5.1
Gross Receipts
$53,098
Mission and Program Overview

Mission

CHILDRENS ADVOCACY

Program Services

DescriptionGrantsExpenses
FAMILY EVENTS,READING & ART PROGRAMS,STUDENT INCENTIVES,MUSIC,ASSEMBLIES, EDUC.MATERIALS & EMERGENCY PREPAREDNESS SUPPLIES WERE PROVIDED TO ALL 900 STUDENTS.-$54,337
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LISA WELLSPresidentPT$0--
MOLLI MASSIEx Vice PresidentPT$0--
KELLIE SIMON1st VP MembershipPT$0--
EMILY PEUGNETRecording SecretaryPT$0--
TASSIANE PARSONSTreasurerPT$0--
JASMINE KANIEWSKIVP Programs-$0--
KATIE HARINGHistorian-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Step It Up----
Filing and Contact Details

Filer

Filer Name
Susan B Anthony Elementary Pta
EIN
33-0659218
Address
2665 GILBERT AVE, CORONA, CA 92881

Signing Officer

Name
Tassiane Parsons
Title
Treasurer
Phone
9493515631
Signed
2024-09-03
Discuss with paid preparer
Yes

Preparer

Firm
Cecilia L Ornelas E A
Address
1020 E 6th St, Corona, CA 92879
Preparer
Cecilia L Ornelas
Phone
9517374422
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

“Description amountinsurance/assessment fees/ag fees 1,013hospitality expenses 2,264operating expenses 280officer training/workshops 445membership expense & per capita 542program expenses 54,337equipment for school 985advocacy 141tax preparation 135”

Raw XML Appendix180 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/MethodOfAccountingCashInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0LISA WELLS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MOLLI MASSI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2KELLIE SIMON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3EMILY PEUGNET
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4TASSIANE PARSONS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5JASMINE KANIEWSKI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6KATIE HARING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1EX VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt21ST VP MEMBERSHIP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3RECORDING SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5VP PROGRAMS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6HISTORIAN
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt060142
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0CHILDRENS ADVOCACY
IRS990EZ/ProgramServiceRevenueAmt018717
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt054337
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsNetIncomeLossAmt033148
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt060142
IRS990EZ/TotalProgramServiceExpensesAmt054337
IRS990EZ/TotalRevenueAmt053098
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt01220
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt01658
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt01125
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0320
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt02194
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt06517
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt013
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt018
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt015
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt015
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt058
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0119
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt051865
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt031824
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt037451
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt02214
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt059041
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0182395
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt013
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt015
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt058
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0119
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99940
IRS990ScheduleA/PublicSupportPY509Pct00.99920
IRS990ScheduleA/PublicSupportTotal509Amt0188912
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt053085
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt038576
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt02534
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt061235
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt038591
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt061293
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0189031
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0STEP IT UP
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION AMOUNTINSURANCE/ASSESSMENT FEES/AG FEES 1,013HOSPITALITY EXPENSES 2,264OPERATING EXPENSES 280OFFICER TRAINING/WORKSHOPS 445MEMBERSHIP EXPENSE & PER CAPITA 542PROGRAM EXPENSES 54,337EQUIPMENT FOR SCHOOL 985ADVOCACY 141TAX PREPARATION 135
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
ReturnHeader/BuildTS02024-08-08 14:25:15Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0TASSIANE PARSONS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09493515631
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-09-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SUSAN B ANTHONY ELEMENTARY PTA
ReturnHeader/Filer/BusinessNameControlTxt0SUSA
ReturnHeader/Filer/EIN0330659218
ReturnHeader/Filer/USAddress/AddressLine1Txt02665 GILBERT AVE
ReturnHeader/Filer/USAddress/CityNm0CORONA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092881
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Cecilia L Ornelas E A
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01020 E 6th St
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Corona
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092879
ReturnHeader/PreparerPersonGrp/PhoneNum09517374422
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Cecilia L Ornelas
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02024-09-03T19:16:25-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$11,285
Liabilities
$0
Net assets
$11,285
Revenue
$53,098
Expenses
$60,142
Net income
-$7,044
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$9.66$0.00$9.66$39.9$41.5$1.63
2024Detailed filing. Detailed filing data is available for this year.$11.3$0.00$11.3$53.1$60.1$7.04
2023Detailed filing. Detailed filing data is available for this year.$18.3$0.00$18.3$31.1$34.5$3.36
2022Detailed filing. Detailed filing data is available for this year.$21.7$0.00$21.7$36.5$38.2$1.70
2021Detailed filing. Detailed filing data is available for this year.$23.4$0.00$23.4$2.55$10.7$8.19
2020Detailed filing. Detailed filing data is available for this year.$31.6$0.00$31.6$53.8$35.6$18.2
2019Detailed filing. Detailed filing data is available for this year.$13.3$0.00$13.3$70.8$72.6$1.76
2018Detailed filing. Detailed filing data is available for this year.$15.1$0.00$15.1$46.4$49.4$3.00
2017Detailed filing. Detailed filing data is available for this year.$18.1$0.00$18.1$55.2$47.5$7.74
2016Detailed filing. Detailed filing data is available for this year.$9.29$0.00$9.29$58.5$58.3$0.17