Civic Intelligence

Susan B Anthony PTO

EIN 80-0938632 • 501(c)3 • Westminster, CA

Profile

Student support/enrichment/education

15320 Pickford StreetWestminster, CA 92683
Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

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

Liabilities / Revenue

61st percentile

0.00x

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

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

Net Margin

39th percentile

-3.4%

Higher net margin than 39% of similar nonprofits.

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

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

40th percentile

-8.3%

Faster asset growth than 40% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2025

Revenue Growth

64th percentile

11%

Faster revenue growth than 64% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2025

Assets

Down

$31,143

Down $5,884 (-16%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$31,143

Down $5,884 (-16%) from 2023

Revenue

Up

$57,406

Up $10,607 (+23%) from 2023

Expenses

Up

$59,334

Up $49,562 (+507%) from 2023

Net Income

Down

-$1,928

Down $38,955 (-105%) from 2023

Trend Graphs

Balance Sheet Trend

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

$60K$40K$20K$0Assets 2013: $14,988Liabilities 2013: $0Net Assets 2013: $14,9882013Assets 2014: $28,683Liabilities 2014: $0Net Assets 2014: $28,6832014Assets 2015: $35,147Liabilities 2015: $0Net Assets 2015: $35,1472015Assets 2016: $38,994Liabilities 2016: $0Net Assets 2016: $38,9942016Assets 2018: $45,069Liabilities 2018: $0Net Assets 2018: $45,0692018Assets 2019: $46,272Liabilities 2019: $0Net Assets 2019: $46,2722019Assets 2022: $46,121Liabilities 2022: $0Net Assets 2022: $46,1212022Assets 2023: $37,027Liabilities 2023: $0Net Assets 2023: $37,0272023Assets 2025: $31,143Liabilities 2025: $0Net Assets 2025: $31,1432025

Highlighted filing

2025

Assets$31,143
Liabilities$0
Net Assets$31,143

Operations Trend

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

$60K$40K$20K$0-$20KRevenue 2013: $20,997Expenses 2013: $19,535Net Income 2013: $1,4622013Revenue 2014: $24,709Expenses 2014: $11,014Net Income 2014: $13,6952014Revenue 2015: $25,543Expenses 2015: $18,010Net Income 2015: $7,5332015Revenue 2016: $21,853Expenses 2016: $18,006Net Income 2016: $3,8472016Revenue 2018: $38,670Expenses 2018: $34,829Net Income 2018: $3,8412018Revenue 2019: $26,968Expenses 2019: $25,765Net Income 2019: $1,2032019Revenue 2022: $9,282Expenses 2022: $8,039Net Income 2022: $1,2432022Revenue 2023: $46,799Expenses 2023: $9,772Net Income 2023: $37,0272023Revenue 2025: $57,406Expenses 2025: $59,334Net Income 2025: -$1,9282025

Highlighted filing

2025

Revenue$57,406
Expenses$59,334
Net Income-$1,928

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Aug 12, 2025
Return Version
2024v5.2
Gross Receipts
$57,406
Mission and Program Overview

Mission

Student support/enrichment/education

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$33,071$31,143▼ $1,928
Total Assets$33,071$31,143▼ $1,928
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$33,071$31,143▼ $1,928
Total Net Assets Fund Balance$33,071$31,143▼ $1,928
Total Liabilities and Net Assets / Fund Balance$33,071$31,143▼ $1,928
Compensation and Service Providers

Board Members and Trustees

NameTitle
Nga DoanCo-president
Vanessa Guzman ChauCo-president
Minh Uyen NgocAssistant Treasurer
Evelin VieyraSecretary
Donald DikeTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$57,406
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$-1,928
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$59,334
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
All Other Expenses$48,850--$48,850
Other Expenses$1,119--$1,119
Fees for Services Other-$1,024-$1,024
Fees for Services Accounting-$481-$481
Total Functional Expenses$57,829$1,505$0$59,334
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fall Fundrai----
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Members or stockholder classes and rights Part VI line 6

Membership in this council PTO shall be made available by this council PTO without regard to race, color, creed, or national origin.

Member election for additional members Part VI line 7A

The organization governing body is elected by its members at a regularly schedule meeting of the membership.

Governing body decisions Part VI line 7B

Decisions of the governing body are subject to approval by its members. Regular board meetings are held.

Committee meeting documentation Part VI line 8B

The organization has written policies and procedures governing its actions.

Form 990 governing body review Part VI line 11

Presented to the Board at a regular meeting of the organization for review and approval.

Conflict of interest policy compliance Part VI line 12C

Warrant lists are presented to the Board at regular meetings of the organization for review and approval.

Governing documents etc available to public Part VI line 19

All documents available upon request.

Filing and Contact Details

Filer

Filer Name
Susan B Anthony Pto
EIN
80-0938632
In Care Of
% DONALD DIKE
Phone
7146636017
Address
15320 PICKFORD STREET, WESTMINSTER, CA 92683

Signing Officer

Name
Donald Dike
Title
Treasurer
Phone
7146636017
Signed
2025-08-12
Discuss with paid preparer
No

Organization Details

Formed
2012
Legal Domicile
CA
Voting Board Members
4
Independent Board Members
0
Employees
0
Volunteers
10

Preparer

Firm
Parker & Parker Tax
Address
5122 Katella Ave Suite 310, Los Alamitos, CA 90720
Preparer
Glenn Kirby
Phone
5629361976
Supplemental Narrative

Additional Explanations

List of other fees for services expenses Part IX line 11G

Pto insurance $255admin fees $560

List of other expenses Part IX line 24E

Program services6th grade party 53.student council 249.retiring teacher 210 teacher appreciation 244.reading program 5580.last day party 548total $6,884.

Raw XML Appendix325 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7PTO INSURANCE $255ADMIN FEES $560
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8PROGRAM SERVICES6TH GRADE PARTY 53.STUDENT COUNCIL 249.RETIRING TEACHER 210 TEACHER APPRECIATION 244.READING PROGRAM 5580.LAST DAY PARTY 548TOTAL $6,884.
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ReturnHeader/BusinessOfficerGrp/SignatureDt02025-08-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SUSAN B ANTHONY PTO
ReturnHeader/Filer/BusinessNameControlTxt0SUSA
ReturnHeader/Filer/EIN0800938632
ReturnHeader/Filer/InCareOfNm0% DONALD DIKE
ReturnHeader/Filer/PhoneNum07146636017
ReturnHeader/Filer/USAddress/AddressLine1Txt015320 PICKFORD STREET
ReturnHeader/Filer/USAddress/CityNm0WESTMINSTER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092683
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0874293391
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Parker & Parker Tax
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05122 Katella Ave Suite 310
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Los Alamitos
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd090720
ReturnHeader/PreparerPersonGrp/PhoneNum05629361976
ReturnHeader/PreparerPersonGrp/PreparationDt02025-08-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GLENN KIRBY
ReturnHeader/ReturnTs02025-08-12T13:44:27-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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