Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

990EZ • Fiscal year 2024 • EIN 90-0251996

Jul 01, 2023 to Jun 30, 2024 • Filed on Nov 05, 2024

6450 E Serrano AveAnaheim Hills, CA 92807

(714) 997-6169

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

57th percentile

0.00x

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

53rd percentile

4.9%

Higher net margin than 53% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

85th percentile

50%

Faster asset growth than 85% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

71st percentile

23%

Faster revenue growth than 71% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Assets

Up

$17,220

Up $5,738 (+50%) from 2023

Net Assets

Up

$17,220

Up $5,738 (+50%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue

Up

$118,097

Up $22,045 (+23%) from 2023

Expenses

Down

$112,359

Down $7,299 (-6.1%) from 2023

Net Income

Up

$5,738

Up $29,344 (+124%) from 2023

Historical Trend

Balance Sheet Trend

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

2024

Assets$17,220
Liabilities$0
Net Assets$17,220

Operations Trend

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

2024

Revenue$118,097
Expenses$112,359
Net Income$5,738
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Nov 5, 2024
Return Version
2023v5.1
Gross Receipts
$118,097
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.

Program Services

DescriptionGrantsExpenses
Providing elementary school students with tools for learning$0$112,359
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Linda CoryParliamentarian-$0--
Shirin Badrtalei-ShahExecutive VP-$0--
Kristin KenyonVP-$0--
Gema RouseTreasurer-$0--
Flores AllieSecretary-$0--
Kelly Hernandez3rd Vice President-$0--
Amanda ArcherPresident-$0--
Filing and Contact Details

Filer

Filer Name
Anaheim Hills Elementary PTSA
EIN
90-0251996
Phone
7149976169
Address
6450 E Serrano Ave, Anaheim Hills, CA 92807

Signing Officer

Name
Amanda Archer
Title
President
Phone
7149976169
Signed
2024-11-05
Discuss with paid preparer
Yes

Preparer

Firm
Munson Eisenman Group LLP CPAs
Address
1501 E Orangethorpe Ave Ste 210, Fullerton, CA 92831
Preparer
Ellie Eisenman CPA MST
Phone
7144499909
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 16 - Other Expenses

Description: PTA Expense. Amount: 3,102. Description: Art. Amount: 1,446. Description: Classroom Supplies. Amount: 2,740. Description: Dads Club. Amount: 331. Description: Dance With Me. Amount: 698. Description: Glow With Me. Amount: 1,495. Description: Hospitality. Amount: 105. Description: Parent Recongnition. Amount: 864. Description: Library. Amount: 3,210. Description: Marquee. Amount: 670. Description: Million Words. Amount: 389. Description: Playground Equipment. Amount: 511. Description: Program Services. Amount: 55,680. Description: Promotion. Amount: 150. Description: Raz Kids. Amount: 233. Description: Reflections. Amount: 328. Description: Robotics-VEX. Amount: 358. Description: Student Recreational Space. Amount: 37,012. Description: Teacher Appreciation. Amount: 1,907. Total to Form 990-EZ, line 16: 111,229.

Raw XML Appendix173 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
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IRS990EZ/BooksInCareOfDetail/PhoneNum07149976169
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0ANAHEIM HILLS
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092807
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt011482
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IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/LobbyingActivitiesInd00
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IRS990EZ/MembershipDuesAmt01284
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt011482
IRS990EZ/NetAssetsOrFundBalancesEOYAmt017220
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt011482
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt017220
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Linda Cory
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Shirin Badrtalei-Shah
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Kristin Kenyon
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Gema Rouse
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Flores Allie
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Kelly Hernandez
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Amanda Archer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Parliamentarian
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Executive VP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt53rd Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6President
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt0111229
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
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/PrintingPublicationsPostageAmt01130
IRS990EZ/ProgramServiceRevenueAmt0116473
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Providing elementary school students with tools for learning
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0112359
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt0112359
IRS990EZ/TotalProgramServiceExpensesAmt0112359
IRS990EZ/TotalRevenueAmt0118097
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt01284
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt02245
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt01439
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt01079
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt06240
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt012287
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0116814
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt094184
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt079579
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt071060
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0112695
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0474332
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0486619
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0118098
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt096429
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt081018
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt072139
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0118935
IRS990ScheduleA/Total509Grp/TotalAmt0486619
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0118098
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt096429
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt081018
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt072139
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0118935
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0486619
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description: PTA Expense. Amount: 3,102. Description: Art. Amount: 1,446. Description: Classroom Supplies. Amount: 2,740. Description: Dads Club. Amount: 331. Description: Dance With Me. Amount: 698. Description: Glow With Me. Amount: 1,495. Description: Hospitality. Amount: 105. Description: Parent Recongnition. Amount: 864. Description: Library. Amount: 3,210. Description: Marquee. Amount: 670. Description: Million Words. Amount: 389. Description: Playground Equipment. Amount: 511. Description: Program Services. Amount: 55,680. Description: Promotion. Amount: 150. Description: Raz Kids. Amount: 233. Description: Reflections. Amount: 328. Description: Robotics-VEX. Amount: 358. Description: Student Recreational Space. Amount: 37,012. Description: Teacher Appreciation. Amount: 1,907. Total to Form 990-EZ, line 16: 111,229.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 16 - Other Expenses
TransferPrsnlBnftContractsDecl/DeclarationDesc0The organization did not, during the year, receive any funds, directly,or indirectly, to pay premiums on a personal benefit contract.The organization, did not, during the year, pay any premiums, directly,or indirectly, on a personal benefit contract.
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Amanda Archer
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum07149976169
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Anaheim Hills Elementary PTSA
ReturnHeader/Filer/BusinessNameControlTxt0ANAH
ReturnHeader/Filer/EIN0900251996
ReturnHeader/Filer/PhoneNum07149976169
ReturnHeader/Filer/USAddress/AddressLine1Txt06450 E Serrano Ave
ReturnHeader/Filer/USAddress/CityNm0Anaheim Hills
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092807
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0330611128
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Munson Eisenman Group LLP CPAs
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01501 E Orangethorpe Ave Ste 210
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Fullerton
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092831
ReturnHeader/PreparerPersonGrp/PhoneNum07144499909
ReturnHeader/PreparerPersonGrp/PreparationDt02024-11-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Ellie Eisenman CPA MST
ReturnHeader/ReturnTs02024-11-13T11:50:01-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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Filings