Civic Intelligence

Susan B Anthony PTO

990 • Fiscal year 2015 • EIN 80-0938632

Jul 01, 2014 to Jun 30, 2015 • Filed on Nov 12, 2015

Organization Profile
15320 Pickford StreetWestminster, CA 92683

(714) 663-6017

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

55th percentile

0.00x

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Net Margin

84th percentile

29%

Higher net margin than 84% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

73rd percentile

23%

Faster asset growth than 73% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

54th percentile

3.4%

Faster revenue growth than 54% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets55th percentile

Assets

Up

$35,147

Up $6,464 (+23%) from 2014

Net Assets

Up

$35,147

Up $6,464 (+23%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin84th percentile

Revenue

Up

$25,543

Up $834 (+3.4%) from 2014

Expenses

Up

$18,010

Up $6,996 (+64%) from 2014

Net Income

Down

$7,533

Down $6,162 (-45%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth73rd percentile

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

$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

2015

Assets$35,147
Liabilities$0
Net Assets$35,147
Open 2015 Filing

Operations Trend

Revenue Growth54th percentile

Revenue, expenses, and net income across loaded years, with this 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

2015

Revenue$25,543
Expenses$18,010
Net Income$7,533
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Nov 12, 2015
Return Version
2014v5.0
Gross Receipts
$39,833
Mission and Program Overview

Mission

Student support/enrichment/education

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$28,683$35,147▲ $6,464
Total Assets$28,683$35,147▲ $6,464
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$28,683$35,147▲ $6,464
Total Net Assets Fund Balance$28,683$35,147▲ $6,464
Total Liabilities and Net Assets / Fund Balance$28,683$35,147▲ $6,464
Compensation and Service Providers
Top Officer Pay75th percentile

Board Members and Trustees

NameTitle
Sharyn S DikePresident
Trang ChauSecretary
Donald T DikeTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$25,543
Change in Net Assets
$7,533
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$18,010
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
Fees for Services Accounting-$350-$350
Insurance-$230-$230
Other Expenses$2,574$50-$50
Office Expenses-$11-$11
Total Functional Expenses$17,369$641$0$18,010
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$39,833
Fundraising Direct Expenses$14,290
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fall Fundrai$16,374$16,374$7,463$8,911
After School$4,982$4,982$1,919$3,063
Total Events$39,833$39,833$14,290$25,543
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
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
No
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
Address
15320 PICKFORD STREET, WESTMINSTER, CA 92683

Signing Officer

Name
Donald T Dike
Title
Treasurer
Phone
7146636017
Signed
2015-11-12
Discuss with paid preparer
Yes

Organization Details

Formed
2012
Legal Domicile
CA
Voting Board Members
3
Independent Board Members
0
Employees
0
Volunteers
3

Preparer

Firm
Ken C Parker & Associates
Address
5122 KATELLA AVENUE SUITE 310, Los Alamitos, CA 90720
Preparer
Kenneth Parker
Phone
5629361976
Raw XML Appendix284 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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IRS990/GamingActivitiesInd0false
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IRS990/GrantsToIndividualsInd0false
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IRS990/GrantToRelatedPersonInd0false
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IRS990/GroupReturnForAffiliatesInd0false
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IRS990/IndivRcvdGreaterThan100KCnt00
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IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt0230
IRS990/InsuranceGrp/TotalAmt0230
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IRS990/IRPDocumentCnt00
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IRS990/LegalDomicileStateCd0CA
IRS990/LoanOutstandingInd0false
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IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
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IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0TRANSPORTATION
IRS990/OtherExpensesGrp/Desc1SCHOOL IMPROVEMENT
IRS990/OtherExpensesGrp/Desc2IMAGINATION MACHINE
IRS990/OtherExpensesGrp/Desc3STAMPS
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt050
IRS990/OtherExpensesGrp/ProgramServicesAmt07699
IRS990/OtherExpensesGrp/ProgramServicesAmt17096
IRS990/OtherExpensesGrp/ProgramServicesAmt22574
IRS990/OtherExpensesGrp/TotalAmt07699
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IRS990/OtherExpensesGrp/TotalAmt350
IRS990/PartialLiquidationInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PriorPeriodAdjustmentsAmt0-1069
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IRS990/ProhibitedTaxShelterTransInd0false
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IRS990/PYOtherExpensesAmt011014
IRS990/PYOtherRevenueAmt024709
IRS990/PYRevenuesLessExpensesAmt013695
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IRS990/ReconcilationRevenueExpnssAmt07533
IRS990/RelatedEntityInd0false
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IRS990/ReportLandBuildingEquipmentInd0false
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IRS990/ReportProgramRelatedInvstInd0false
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt039833
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IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Membership in this council PTO shall be made available by this council PTO without regard to race, color, creed, or national origin.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The organization governing body is elected by its members at a regularly schedule meeting of the membership.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Decisions of the governing body are subject to approval by its members. Regular board meetings are held.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3The organization has written policies and procedures governing its actions.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Presented to the Board at a regular meeting of the organization for review and approval.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Warrant lists are presented to the Board at regular meetings of the organization for review and approval.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6All documents available upon request.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Members or stockholder classes and rights Part VI line 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Member election for additional members Part VI line 7a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Governing body decisions Part VI line 7b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Committee meeting documentation Part VI line 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Conflict of interest policy compliance Part VI line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Governing documents etc available to public Part VI line 19
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ReturnHeader/BuildTS02016-02-25 16:41:14Z
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07146636017
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-11-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SUSAN B ANTHONY PTO
ReturnHeader/Filer/BusinessNameControlTxt0SUSA
ReturnHeader/Filer/EIN0800938632
ReturnHeader/Filer/USAddress/AddressLine1Txt015320 PICKFORD STREET
ReturnHeader/Filer/USAddress/CityNm0WESTMINSTER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092683
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0330967367
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KEN C PARKER & ASSOCIATES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05122 KATELLA AVENUE SUITE 310
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Los Alamitos
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd090720
ReturnHeader/PreparerPersonGrp/PhoneNum05629361976
ReturnHeader/PreparerPersonGrp/PreparationDt02015-11-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KENNETH PARKER
ReturnHeader/ReturnTs02015-11-12T16:28:17-08:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$35,147
Liabilities
$0
Net assets
$35,147
Revenue
$25,543
Expenses
$18,010
Net income
$7,533
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$31.1$0.00$31.1$57.4$59.3$1.93
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$37.0$0.00$37.0$46.8$9.77$37.0
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$46.1$0.00$46.1$9.28$8.04$1.24
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$46.3$0.00$46.3$27.0$25.8$1.20
2018Summary only. Only limited summary data is available for this year.$45.1$0.00$45.1$38.7$34.8$3.84
2016Detailed filing. Detailed filing data is available for this year.$39.0$0.00$39.0$21.9$18.0$3.85
2015Detailed filing. Detailed filing data is available for this year.$35.1$0.00$35.1$25.5$18.0$7.53
2014Summary only. Only limited summary data is available for this year.$28.7$0.00$28.7$24.7$11.0$13.7
2013Summary only. Only limited summary data is available for this year.$15.0$0.00$15.0$21.0$19.5$1.46