Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

990EZ • Fiscal year 2021 • EIN 90-0251996

Jul 01, 2020 to Jun 30, 2021 • Filed on Nov 09, 2021

Organization ProfileN/A
6450 E Serrano AveAnaheim, CA 92807

(714) 997-6169

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 2021

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2021

Net Margin

8th percentile

-88%

Higher net margin than 8% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

8th percentile

-49%

Faster asset growth than 8% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

13th percentile

-59%

Faster revenue growth than 13% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$39,268

Down $37,944 (-49%) from 2020

Net Assets

Down

$39,268

Down $37,944 (-49%) from 2020

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin8th percentile

Revenue

Down

$43,148

Down $62,444 (-59%) from 2020

Expenses

Down

$81,092

Down $781 (-1.0%) from 2020

Net Income

Down

-$37,944

Down $61,663 (-260%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth8th percentile

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

$150K$100K$50K$0Assets 2012: $40,382Liabilities 2012: $02012Assets 2013: $59,418Liabilities 2013: $02013Assets 2014: $36,535Liabilities 2014: $02014Assets 2015: $70,644Net Assets 2015: $70,6442015Assets 2016: $106,182Net Assets 2016: $106,1822016Assets 2017: $98,549Net Assets 2017: $98,5492017Assets 2018: $80,021Net Assets 2018: $80,0212018Assets 2019: $53,493Net Assets 2019: $53,4932019Assets 2020: $77,212Net Assets 2020: $77,2122020Assets 2021: $39,268Net Assets 2021: $39,2682021Assets 2022: $35,088Net Assets 2022: $35,0882022Assets 2023: $11,482Liabilities 2023: $0Net Assets 2023: $11,4822023Assets 2024: $17,220Liabilities 2024: $0Net Assets 2024: $17,2202024Assets 2025: $25,290Net Assets 2025: $25,2902025

Highlighted filing

2021

Assets$39,268
Liabilities-
Net Assets$39,268
Open 2021 Filing

Operations Trend

Revenue Growth13th percentile

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

$200K$150K$100K$50K$0-$50KRevenue 2012: $90,768Expenses 2012: $82,022Net Income 2012: $8,7462012Revenue 2013: $82,598Expenses 2013: $63,562Net Income 2013: $19,0362013Revenue 2014: $68,782Expenses 2014: $91,665Net Income 2014: -$22,8832014Revenue 2015: $88,946Expenses 2015: $54,837Net Income 2015: $34,1092015Revenue 2016: $126,722Expenses 2016: $91,184Net Income 2016: $35,5382016Revenue 2017: $104,007Expenses 2017: $111,640Net Income 2017: -$7,6332017Revenue 2018: $137,605Expenses 2018: $156,133Net Income 2018: -$18,5282018Revenue 2019: $112,213Expenses 2019: $138,741Net Income 2019: -$26,5282019Revenue 2020: $105,592Expenses 2020: $81,873Net Income 2020: $23,7192020Revenue 2021: $43,148Expenses 2021: $81,092Net Income 2021: -$37,9442021Revenue 2022: $81,018Expenses 2022: $85,198Net Income 2022: -$4,1802022Revenue 2023: $96,052Expenses 2023: $119,658Net Income 2023: -$23,6062023Revenue 2024: $118,097Expenses 2024: $112,359Net Income 2024: $5,7382024Revenue 2025: $54,051Expenses 2025: $45,981Net Income 2025: $8,0702025

Highlighted filing

2021

Revenue$43,148
Expenses$81,092
Net Income-$37,944
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Nov 9, 2021
Return Version
2020v4.1
Gross Receipts
$72,139
Mission and Program Overview

Mission

An elementary school support organization of parents and teachers who have fundraisers to finance special projects of value to aid in furthering education and community involvement.

An elementary school support organization of parents and teachers who have fundraisers to finance special projects of value to aid in furthering education and community involvement

Program Services

DescriptionGrantsExpenses
PROVIDING ELEMENTARY SCHOOL STUDENTS WITH TOOLS FOR LEARNINGAND GROWTH$0$71,837
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
FELICIA BURKEPresidentPT$0--
ALLISON LOUIETreasurerPT$0--
KATHRYN WHEELERExecutive Vice PresPT$0--
JESSICA JENSEN2nd Vice President-$0--
LORRAINE DROWN3rd Vice President-$0--
BRIDGET HOLLFinancial SecretaryPT$0--
DOROTHY RICHARDSONAuditorPT$0--
MARCI HUTTHistorian-$0--
NANETTE YOUNGSecretaryPT$0--
ASHLEY LEVINERoom Parent Co-Ordinator-$0--
JENNIFER HILLMANParliamentarian-$0--
NICOLE VAN WILGEN MOOREPrincipalPT$0--
MEGAN PHILLIPS4th Vice President Legislative-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Panther Prowl$28,882$28,882-$28,882
Total Events$28,882$28,882-$28,882
Filing and Contact Details

Filer

Filer Name
Anaheim Hills Elementary Ptsa
EIN
90-0251996
Phone
7149976169
Address
6450 E SERRANO AVE, ANAHEIM, CA 92807

Signing Officer

Name
Dana Nguyen Preda
Title
Treasurer
Phone
7149976169
Signed
2021-11-09

Preparer

Firm
Daniela a Goia
Address
8932 TRACY AVE, GARDEN GROVE, CA 92841
Preparer
Daniela Goia
Phone
7145370780
Supplemental Narrative

Additional Explanations

Pt V, PBC

“(a) did the organization, during the year, receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?____________________no (b) did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ____________________________________no”

Form 990EZ, Part I, Line 16

“See expense statement 80468.”

Raw XML Appendix221 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/OfficerDirectorTrusteeEmplGrp/PersonNm0FELICIA BURKE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ALLISON LOUIE
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JESSICA JENSEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4LORRAINE DROWN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5BRIDGET HOLL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6DOROTHY RICHARDSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7MARCI HUTT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8NANETTE YOUNG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9ASHLEY LEVINE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10JENNIFER HILLMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11NICOLE VAN WILGEN MOORE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm12MEGAN PHILLIPS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2EXECUTIVE VICE PRES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt32ND VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt43RD VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5FINANCIAL SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6AUDITOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7HISTORIAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9ROOM PARENT CO-ORDINATOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10PARLIAMENTARIAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11PRINCIPAL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt124TH VICE PRESIDENT LEGISLATIVE
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IRS990EZ/PrimaryExemptPurposeTxt0AN ELEMENTARY SCHOOL SUPPORT ORGANIZATION OF PARENTS AND TEACHERS WHO HAVE FUNDRAISERS TO FINANCE SPECIAL PROJECTS OF VALUE TO AID IN FURTHERING EDUCATION AND COMMUNITY INVOLVEMENT
IRS990EZ/PrintingPublicationsPostageAmt0179
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDING ELEMENTARY SCHOOL STUDENTS WITH TOOLS FOR LEARNINGAND GROWTH
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
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IRS990EZ/WebsiteAddressTxt0N/A
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt07289
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt06567
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0(A) DID THE ORGANIZATION, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT?____________________NO (B) DID THE ORGANIZATION, DURING THE YEAR, PAY PREMIUMS, DIRECTLY OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT? ____________________________________NO
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1SEE EXPENSE STATEMENT 80468.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt V, PBC
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0DANA NGUYEN PREDA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07149976169
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-09
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ReturnHeader/Filer/EIN0900251996
ReturnHeader/Filer/PhoneNum07149976169
ReturnHeader/Filer/USAddress/AddressLine1Txt06450 E SERRANO AVE
ReturnHeader/Filer/USAddress/CityNm0ANAHEIM
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092807
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DANIELA A GOIA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt08932 TRACY AVE
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092841
ReturnHeader/PreparerPersonGrp/PhoneNum07145370780
ReturnHeader/PreparerPersonGrp/PreparationDt02021-11-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Daniela Goia
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02021-11-10T15:18:03-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0DANA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0NGUYEN PREDA
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$39,268
Liabilities
-
Net assets
$39,268
Revenue
$43,148
Expenses
$81,092
Net income
-$37,944
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.25$0.25$0.54$0.46$0.08
2024Detailed filing. Detailed filing data is available for this year.$0.17$0.00$0.17$1.18$1.12$0.06
2023Detailed filing. Detailed filing data is available for this year.$0.11$0.00$0.11$0.96$1.20$0.24
2022Detailed filing. Detailed filing data is available for this year.$0.35$0.35$0.81$0.85$0.04
2021Detailed filing. Detailed filing data is available for this year.$0.39$0.39$0.43$0.81$0.38
2020Detailed filing. Detailed filing data is available for this year.$0.77$0.77$1.06$0.82$0.24
2019Detailed filing. Detailed filing data is available for this year.$0.53$0.53$1.12$1.39$0.27
2018Detailed filing. Detailed filing data is available for this year.$0.80$0.80$1.38$1.56$0.19
2017Detailed filing. Detailed filing data is available for this year.$0.99$0.99$1.04$1.12$0.08
2016Detailed filing. Detailed filing data is available for this year.$1.06$1.06$1.27$0.91$0.36
2015Detailed filing. Detailed filing data is available for this year.$0.71$0.71$0.89$0.55$0.34
2014Summary only. Only limited summary data is available for this year.$0.37$0.00$0.69$0.92$0.23
2013Summary only. Only limited summary data is available for this year.$0.59$0.00$0.83$0.64$0.19
2012Summary only. Only limited summary data is available for this year.$0.40$0.00$0.91$0.82$0.09