Civic Intelligence

Arbolita PTA

EIN 33-0825197 • 501(c)3 • LA Habra, CA

Profile

Enrichment of parents/students/teachers

1001 Brookdale AveLA Habra, CA 90631

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2025

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2025

Net Margin

40th percentile

-2.4%

Higher net margin than 40% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2025

Asset Growth

48th percentile

-3.4%

Faster asset growth than 48% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

77th percentile

29%

Faster revenue growth than 77% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$9,954

Down $351 (-3.4%) from 2024

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$9,954

Down $351 (-3.4%) from 2024

Operations
Liabilities / RevenueScore unavailableNet Margin40th percentile

Revenue

Up

$14,410

Up $3,211 (+29%) from 2024

Expenses

Down

$14,761

Down $2,712 (-16%) from 2024

Net Income

Up

-$351

Up $5,923 (+94%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth48th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$20K$15K$10K$5.0K$0Assets 2019: $7,897Net Assets 2019: $7,8972019Assets 2020: $12,723Net Assets 2020: $12,7232020Assets 2021: $14,299Net Assets 2021: $14,2992021Assets 2022: $10,645Net Assets 2022: $10,6452022Assets 2023: $16,579Net Assets 2023: $16,5792023Assets 2024: $10,305Net Assets 2024: $10,3052024Assets 2025: $9,954Net Assets 2025: $9,9542025

Highlighted filing

2025

Assets$9,954
Liabilities-
Net Assets$9,954
Open 2025 Filing

Operations Trend

Revenue Growth77th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$20K$10K$0-$10KRevenue 2019: $6,487Expenses 2019: $6,875Net Income 2019: -$3882019Revenue 2020: $12,664Expenses 2020: $7,838Net Income 2020: $4,8262020Revenue 2021: $8,877Expenses 2021: $7,301Net Income 2021: $1,5762021Revenue 2022: $7,342Expenses 2022: $10,996Net Income 2022: -$3,6542022Revenue 2023: $16,177Expenses 2023: $10,243Net Income 2023: $5,9342023Revenue 2024: $11,199Expenses 2024: $17,473Net Income 2024: -$6,2742024Revenue 2025: $14,410Expenses 2025: $14,761Net Income 2025: -$3512025

Highlighted filing

2025

Revenue$14,410
Expenses$14,761
Net Income-$351
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$9,954
Liabilities
-
Net assets
$9,954
Revenue
$14,410
Expenses
$14,761
Net income
-$351
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$9.95$9.95$14.4$14.8$0.35
2024Detailed filing. Detailed filing data is available for this year.$10.3$10.3$11.2$17.5$6.27
2023Detailed filing. Detailed filing data is available for this year.$16.6$16.6$16.2$10.2$5.93
2022Detailed filing. Detailed filing data is available for this year.$10.6$10.6$7.34$11.0$3.65
2021Detailed filing. Detailed filing data is available for this year.$14.3$14.3$8.88$7.30$1.58
2020Detailed filing. Detailed filing data is available for this year.$12.7$12.7$12.7$7.84$4.83
2019Detailed filing. Detailed filing data is available for this year.$7.90$7.90$6.49$6.88$0.39
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Nov 5, 2025
Return Version
2024v5.2
Gross Receipts
$20,919
Mission and Program Overview

Mission

Enrichment of parents/students/teachers

Program Services

DescriptionGrantsExpenses
EDUCATIONAL ENRICHMENT FOR STUDENTS/STAFF INCLUDING6TH GRADE, FIELD TRIPS,ARTS,$0$8,358
PROVIDE ACTIVITIES AND EVENTS TO STUDENTS/FAMILY FACULITY, INCLUDINGASSEMBLIES, FAMILY FUN NIGHT, GARDEN, FAMILY FUN NIGHT, RED RIBBON,SPECIAL PERSON DANCE$0$3,472
PROVIDE FUNDING FOR NON-REQUIRED CURRICULUM SUPPLIES FOR TEACHERS, STAFF, PTA,$0$1,939
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JENNIFER ADAMEPresidentPT$0--
JEFF GARCIATreasurerPT$0--
HEATHER BENNETTSecretaryPT$0--
Filing and Contact Details

Filer

Filer Name
Arbolita Pta
EIN
33-0825197
Phone
5626902352
Address
1001 BROOKDALE AVE, LA HABRA, CA 90631

Signing Officer

Name
Jeff Garcia
Title
Treasurer
Phone
5626902352
Signed
2025-11-05
Discuss with paid preparer
Yes

Preparer

Firm
Integrity Tax and Notary Services
Address
16549 Leffingwell Rd, Whittier, CA 90603
Preparer
Barbara Dunagan
Phone
5624009569
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 8

“PROGRAMS 2761.”

Form 990EZ, Part I, Line 16

“6TH GRADE 286.”

Form 990EZ, Part I, Line 16

“FIELD TRIPS 8072.”

Form 990EZ, Part I, Line 16

“CHARITABLE TRUST 25.”

Form 990EZ, Part I, Line 16

“COUNCIL 325.”

Form 990EZ, Part I, Line 16

“INSURANCE 288.”

Form 990EZ, Part I, Line 16

“MEMBERSHIP 95.”

Form 990EZ, Part I, Line 16

“MY PTEZ 99.”

Form 990EZ, Part I, Line 16

“STAFF APPRECIATION 1441.”

Form 990EZ, Part I, Line 16

“TAX PREP 160.”

Form 990EZ, Part I, Line 16

“PROGRAMS 3472.”

Form 990EZ, Part I, Line 16

“PTA 498.”

Raw XML Appendix178 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/PersonNm0JEFF GARCIA
IRS990EZ/BooksInCareOfDetail/PhoneNum05628842333
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0761 EMBER LN
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0LA HABRA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd090631
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt010305
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt09954
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0290
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-351
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt010305
IRS990EZ/Form990TotalAssetsGrp/EOYAmt09954
IRS990EZ/FundraisingGrossIncomeAmt017296
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt020919
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0572
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt010305
IRS990EZ/NetAssetsOrFundBalancesEOYAmt09954
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt010305
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt09954
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt020.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt115.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt210.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JENNIFER ADAME
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JEFF GARCIA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2HEATHER BENNETT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt014761
IRS990EZ/OtherRevenueTotalAmt02761
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0ENRICHMENT OF PARENTS/STUDENTS/TEACHERS
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0EDUCATIONAL ENRICHMENT FOR STUDENTS/STAFF INCLUDING6TH GRADE, FIELD TRIPS,ARTS,
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1PROVIDE ACTIVITIES AND EVENTS TO STUDENTS/FAMILY FACULITY, INCLUDINGASSEMBLIES, FAMILY FUN NIGHT, GARDEN, FAMILY FUN NIGHT, RED RIBBON,SPECIAL PERSON DANCE
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2PROVIDE FUNDING FOR NON-REQUIRED CURRICULUM SUPPLIES FOR TEACHERS, STAFF, PTA,
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt20
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt08358
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt13472
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt21939
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt06509
IRS990EZ/SpecialEventsNetIncomeLossAmt010787
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt014761
IRS990EZ/TotalProgramServiceExpensesAmt013769
IRS990EZ/TotalRevenueAmt014410
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0290
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0178
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0730
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0732
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0205
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt02135
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt017296
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt021841
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt026205
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt07342
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt08243
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt080927
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt083062
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt017586
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt022019
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt026935
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt08074
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt08448
IRS990ScheduleA/Total509Grp/TotalAmt083062
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt083062
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PROGRAMS 2761.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16TH GRADE 286.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2FIELD TRIPS 8072.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3CHARITABLE TRUST 25.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4COUNCIL 325.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5INSURANCE 288.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6MEMBERSHIP 95.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7MY PTEZ 99.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8STAFF APPRECIATION 1441.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9TAX PREP 160.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10PROGRAMS 3472.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11PTA 498.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Form 990EZ, Part I, Line 16
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JEFF GARCIA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05626902352
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ARBOLITA PTA
ReturnHeader/Filer/BusinessNameControlTxt0ARBO
ReturnHeader/Filer/EIN0330825197
ReturnHeader/Filer/PhoneNum05626902352
ReturnHeader/Filer/USAddress/AddressLine1Txt01001 BROOKDALE AVE
ReturnHeader/Filer/USAddress/CityNm0LA HABRA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd090631
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0818136591
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Integrity Tax and Notary Services
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt016549 Leffingwell Rd
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Whittier
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd090603
ReturnHeader/PreparerPersonGrp/PhoneNum05624009569
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Barbara Dunagan
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-11-05T16:23:25-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.