Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

990EZ • Fiscal year 2020 • EIN 33-0762233

Jul 01, 2019 to Jun 30, 2020 • Filed on Aug 28, 2020

Organization Profilewww.davismagnetpta.com
1050 Arlington AvenueCosta Mesa, CA 92626

(714) 424-7930

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 2020

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2020

Net Margin

56th percentile

9.4%

Higher net margin than 56% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

65th percentile

18%

Faster asset growth than 65% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

56th percentile

-7.7%

Faster revenue growth than 56% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$41,378

Up $6,185 (+18%) from 2019

Net Assets

Up

$41,378

Up $6,185 (+18%) from 2019

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin56th percentile

Revenue

Down

$65,896

Down $5,470 (-7.7%) from 2019

Expenses

Down

$59,711

Down $15,783 (-21%) from 2019

Net Income

Up

$6,185

Up $10,313 (+250%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth65th percentile

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

$60K$40K$20K$0Assets 2014: $37,933Liabilities 2014: $0Net Assets 2014: $37,9332014Assets 2015: $34,862Liabilities 2015: $0Net Assets 2015: $34,8622015Assets 2017: $33,682Net Assets 2017: $33,6822017Assets 2018: $39,321Net Assets 2018: $39,3212018Assets 2019: $35,193Net Assets 2019: $35,1932019Assets 2020: $41,378Net Assets 2020: $41,3782020Assets 2021: $39,604Net Assets 2021: $39,6042021Assets 2023: $44,215Net Assets 2023: $44,2152023Assets 2024: $34,270Net Assets 2024: $34,2702024

Highlighted filing

2020

Assets$41,378
Liabilities-
Net Assets$41,378
Open 2020 Filing

Operations Trend

Revenue Growth56th percentile

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

$150K$100K$50K$0-$50KRevenue 2014: $118,014Expenses 2014: $108,170Net Income 2014: $9,8442014Revenue 2015: $68,992Expenses 2015: $72,063Net Income 2015: -$3,0712015Revenue 2017: $50,200Expenses 2017: $58,979Net Income 2017: -$8,7792017Revenue 2018: $57,101Expenses 2018: $51,462Net Income 2018: $5,6392018Revenue 2019: $71,366Expenses 2019: $75,494Net Income 2019: -$4,1282019Revenue 2020: $65,896Expenses 2020: $59,711Net Income 2020: $6,1852020Revenue 2021: $22,301Expenses 2021: $24,075Net Income 2021: -$1,7742021Revenue 2023: $113,016Expenses 2023: $90,637Net Income 2023: $22,3792023Revenue 2024: $110,301Expenses 2024: $120,246Net Income 2024: -$9,9452024

Highlighted filing

2020

Revenue$65,896
Expenses$59,711
Net Income$6,185
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Aug 28, 2020
Return Version
2019v5.0
Gross Receipts
$75,265
Mission and Program Overview

Mission

To provide Educational Services & Support for Elementary School Students

The mission of the California State PTA is to positively impact the lives of all children and families by representing our members and empowering and supporting them with skills in advocacy, leadership and communication.

Program Services

DescriptionGrantsExpenses
Facilitate opportunities to enhance the school, family and community experience through family fun nights, a school play, spirit merchandise, yearbooks and other family events.$36,823-
Support programs for expanded educational opportunities including assemblies, field trips and and Art programs.$16,842-
Provide additional funds for teacher and staff support, library support, music and other programs.$4,111-
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Andrea McGaryPresidentPT$0--
Lara LowerVice President-$0--
Melissa LoVice President-$0--
Laura CuneoRecording Secy-$0--
Lexie ButtreyFin Secy/Audito-$0--
Tracy HoltonTreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Library (Book Fair) Fundraiser$12,737$12,737$6,551$6,186
Fall Fundraiser - Catalog sales$8,539$8,539-$8,539
Total Events$21,276$21,276$6,551$14,725
Filing and Contact Details

Filer

Filer Name
Davis School PTA
EIN
33-0762233
Phone
7144247930
Address
1050 Arlington Avenue, Costa Mesa, CA 92626

Signing Officer

Name
Andrea McGary
Title
President
Signed
2020-08-28
Discuss with paid preparer
Yes

Preparer

Firm
Kathleen E Hetrick CPA
Address
519 S Basque Avenue, Fullerton, CA 92833
Preparer
Kathleen E Hetrick
Phone
7148706380
Supplemental Narrative

Additional Explanations

Other Expenses.1

“School Play $13056”

Other Expenses.2

“Yearbooks $12108”

Other Expenses.3

“Family Fun Nights $7166”

Other Expenses.4

“Assemblies $7007”

Other Expenses.5

“Field Trips $6300”

Other Expenses.6

“Spirit Merchandise $4492”

Other Expenses.7

“Art Programs $3536”

Other Expenses.8

“Other school programs $2155”

Other Expenses.9

“Library Support $1478”

Other Expenses.10

“Supplies and other Admin exp. $913”

Other Expenses.11

“Tax Preparation $700”

Other Expenses.12

“Membership Exp. $322”

Other Expenses.13

“Music Program $320”

Other Expenses.14

“Teacher & Staff Support $158”

Raw XML Appendix209 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/PersonNm0Tracy Holten
IRS990EZ/BooksInCareOfDetail/PhoneNum07144247930
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01050 Arlington Avenue
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Costa Mesa
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092626
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt035193
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt041378
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt04391
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt06185
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt035193
IRS990EZ/Form990TotalAssetsGrp/EOYAmt041378
IRS990EZ/FundraisingGrossIncomeAmt028032
IRS990EZ/GrossReceiptsAmt075265
IRS990EZ/GroupExemptionNum00646
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt04
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt035193
IRS990EZ/NetAssetsOrFundBalancesEOYAmt041378
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt035193
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt041378
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt06.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt14.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt24.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt33.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt43.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt54.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Andrea McGary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Lara Lower
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Melissa Lo
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Laura Cuneo
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Lexie Buttrey
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Tracy Holton
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Recording Secy
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Fin Secy/Audito
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt059711
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0The mission of the California State PTA is to positively impact the lives of all children and families by representing our members and empowering and supporting them with skills in advocacy, leadership and communication.
IRS990EZ/ProgramServiceRevenueAmt042838
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Support programs for expanded educational opportunities including assemblies, field trips and and Art programs.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Facilitate opportunities to enhance the school, family and community experience through family fun nights, a school play, spirit merchandise, yearbooks and other family events.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Provide additional funds for teacher and staff support, library support, music and other programs.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt016842
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt136823
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt24111
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt09369
IRS990EZ/SpecialEventsNetIncomeLossAmt018663
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt059711
IRS990EZ/TotalProgramServiceExpensesAmt057776
IRS990EZ/TotalRevenueAmt065896
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0http://www.davismagnetpta.com/
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt04391
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt03541
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt067218
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt052428
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt06622
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0134200
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt04
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt022
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt01
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt027
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt070870
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt082244
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt023488
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt040802
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt060388
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0277792
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt04
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt022
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt01
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt027
IRS990ScheduleA/InvestmentIncomeCYPct00.00010
IRS990ScheduleA/InvestmentIncomePYPct00.00010
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99990
IRS990ScheduleA/PublicSupportPY509Pct00.99990
IRS990ScheduleA/PublicSupportTotal509Amt0411992
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt075261
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt085785
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt090706
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt093230
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt067010
IRS990ScheduleA/Total509Grp/TotalAmt0411992
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt075265
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt085807
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt090706
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt093230
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt067011
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0412019
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt06551
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Library (Book Fair) Fundraiser
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Fall Fundraiser - Catalog sales
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt012737
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt08539
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt021276
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt012737
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt08539
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt021276
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt014725
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt06551
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt06551
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0School Play $13056
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Yearbooks $12108
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Family Fun Nights $7166
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Assemblies $7007
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Field Trips $6300
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Spirit Merchandise $4492
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Art Programs $3536
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Other school programs $2155
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Library Support $1478
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Supplies and other Admin exp. $913
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Tax Preparation $700
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Membership Exp. $322
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Music Program $320
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Teacher & Staff Support $158
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Expenses.12
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Other Expenses.13
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Other Expenses.14
ReturnHeader/BuildTS02020-11-19 02:30:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Andrea McGary
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-08-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Davis School PTA
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CA Congress of Parents & Teachers Inc
ReturnHeader/Filer/BusinessNameControlTxt0DAVI
ReturnHeader/Filer/EIN0330762233
ReturnHeader/Filer/PhoneNum07144247930
ReturnHeader/Filer/USAddress/AddressLine1Txt01050 Arlington Avenue
ReturnHeader/Filer/USAddress/CityNm0Costa Mesa
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092626
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0473963023
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Kathleen E Hetrick CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0519 S Basque Avenue
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Fullerton
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092833
ReturnHeader/PreparerPersonGrp/PhoneNum07148706380
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Kathleen E Hetrick
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02020-09-01T16:30:48-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$41,378
Liabilities
-
Net assets
$41,378
Revenue
$65,896
Expenses
$59,711
Net income
$6,185
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.34$0.34$1.10$1.20$0.10
2023Detailed filing. Detailed filing data is available for this year.$0.44$0.44$1.13$0.91$0.22
2021Detailed filing. Detailed filing data is available for this year.$0.40$0.40$0.22$0.24$0.02
2020Detailed filing. Detailed filing data is available for this year.$0.41$0.41$0.66$0.60$0.06
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.35$0.35$0.71$0.75$0.04
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.39$0.39$0.57$0.51$0.06
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.34$0.34$0.50$0.59$0.09
2015Detailed filing. Detailed filing data is available for this year.$0.35$0.00$0.35$0.69$0.72$0.03
2014Detailed filing. Detailed filing data is available for this year.$0.38$0.00$0.38$1.18$1.08$0.10
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2020 filings • 501(c)3 • <$500k nonprofits