Civic Intelligence

Sierra Vista Elementary PTA

990EZ • Fiscal year 2019 • EIN 90-1217699

Jan 01, 2019 to Dec 31, 2019 • Filed on Oct 05, 2021

1800 E Whittier BlvdLA Habra, CA 90631

(562) 690-2359

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 2019

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2019

Net Margin

91st percentile

47%

Higher net margin than 91% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

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.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

93rd percentile

130%

Faster asset growth than 93% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

20th percentile

-26%

Faster revenue growth than 20% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Assets

Up

$17,403

Up $9,826 (+130%) from 2018

Net Assets

Up

$17,403

Up $9,826 (+130%) from 2018

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$20,982

Down $7,324 (-26%) from 2018

Expenses

Down

$11,156

Down $9,573 (-46%) from 2018

Net Income

Up

$9,826

Up $2,249 (+30%) from 2018

Historical Trend

Balance Sheet Trend

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

$20K$15K$10K$5.0K$0Assets 2018: $7,577Net Assets 2018: $7,5772018Assets 2019: $17,403Net Assets 2019: $17,4032019Assets 2020: $8,670Net Assets 2020: $8,6702020Assets 2021: $8,670Liabilities 2021: $02021Assets 2022: $14,450Net Assets 2022: $14,4502022Assets 2023: $12,714Net Assets 2023: $12,7142023Assets 2024: $13,598Net Assets 2024: $13,5982024Assets 2025: $15,355Net Assets 2025: $15,3552025

Highlighted filing

2019

Assets$17,403
Liabilities-
Net Assets$17,403

Operations Trend

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

$30K$20K$10K$0-$10KRevenue 2018: $28,306Expenses 2018: $20,729Net Income 2018: $7,5772018Revenue 2019: $20,982Expenses 2019: $11,156Net Income 2019: $9,8262019Revenue 2020: $46Expenses 2020: $8,779Net Income 2020: -$8,7332020Revenue 2021: $46Expenses 2021: $8,779Net Income 2021: -$8,7332021Revenue 2022: $21,137Expenses 2022: $15,357Net Income 2022: $5,7802022Revenue 2023: $12,803Expenses 2023: $14,539Net Income 2023: -$1,7362023Revenue 2024: $14,347Expenses 2024: $13,463Net Income 2024: $8842024Revenue 2025: $26,937Expenses 2025: $25,180Net Income 2025: $1,7572025

Highlighted filing

2019

Revenue$20,982
Expenses$11,156
Net Income$9,826
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Oct 5, 2021
Return Version
2019v5.1
Gross Receipts
$38,769
Mission and Program Overview

Mission

Enrichment of parent/teachers/students

Program Services

DescriptionGrantsExpenses
EDUCATIONAL ENRICHMENT FOR STUDENTS AND STAFF INCLUDINGFIELD TRIPS, ASSEMBLIES, CLASSROOM EMERGENCY KITSRUNNING CLUB$0$4,484
PROVIDE ACTIVITIES AND EVENTS TO STUDENTS, FAMILY AND FACULTY, INCLUDING BOOK FAIR JOG A THON ,ART, FAMILY FUN NIGHT, RED RIBBON$0$3,202
PROVIDE FUNDING FOR NON-REQUIRED CURRICULUM SUPPLIES FORTEACHERS, STAFF, LIBRARY, PTA, HOSPITALITY, COUNCILHSA$0$1,773
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
BROOK DIAZPresidentPT$0--
MATT HARRISTreasurerPT$0--
MARIA UYESUGISecretaryPT$0--
Filing and Contact Details

Filer

Filer Name
Sierra Vista Elementary Pta
EIN
90-1217699
Phone
5626902359
Address
1800 E WHITTIER BLVD, LA HABRA, CA 90631

Signing Officer

Name
Michelle Majancsik
Title
President
Phone
5626902359
Signed
2021-10-05
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

EMERGENCY KITS 2240.

Form 990EZ, Part I, Line 16

6th grade emergency kits 1220.

Form 990EZ, Part I, Line 16

ASSEMBLIES 650.

Form 990EZ, Part I, Line 16

BANK FEES 471.

Form 990EZ, Part I, Line 16

CHARTABLE TRUST 25.

Form 990EZ, Part I, Line 16

COUNCIL FEES 176.

Form 990EZ, Part I, Line 16

COUNCIL LUNCHEON 270.

Form 990EZ, Part I, Line 16

FACULITY LUNCHEON 1201.

Form 990EZ, Part I, Line 16

FAMILY FUN NIGHT 2001.

Form 990EZ, Part I, Line 16

HSA 99.

Form 990EZ, Part I, Line 16

INSURANCE 221.

Form 990EZ, Part I, Line 16

MEMBERSHIP 1075.

Form 990EZ, Part I, Line 16

MISC 1956.

Form 990EZ, Part I, Line 16

OFFICE SUPPLIES 104.

Form 990EZ, Part I, Line 16

RED RIBBON 441.

Form 990EZ, Part I, Line 16

RUNNING CLUB 613.

Form 990EZ, Part I, Line 16

STAFF APPRECIATION 473.

Form 990EZ, Part I, Line 16

TAXES 160.

Raw XML Appendix179 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/PersonNm0MATT HARRIS
IRS990EZ/BooksInCareOfDetail/PhoneNum05626917950
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01851 BLOSSOM PL
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0BREA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092821
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt07577
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt017403
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt073
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt09826
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt07577
IRS990EZ/Form990TotalAssetsGrp/EOYAmt017403
IRS990EZ/FundraisingGrossIncomeAmt035665
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt038769
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0791
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt07577
IRS990EZ/NetAssetsOrFundBalancesEOYAmt017403
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt07577
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt017403
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/PersonNm0BROOK DIAZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MATT HARRIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MARIA UYESUGI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt011156
IRS990EZ/OtherRevenueTotalAmt02240
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0ENRICHMENT OF PARENT/TEACHERS/STUDENTS
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0EDUCATIONAL ENRICHMENT FOR STUDENTS AND STAFF INCLUDINGFIELD TRIPS, ASSEMBLIES, CLASSROOM EMERGENCY KITSRUNNING CLUB
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1PROVIDE ACTIVITIES AND EVENTS TO STUDENTS, FAMILY AND FACULTY, INCLUDING BOOK FAIR JOG A THON ,ART, FAMILY FUN NIGHT, RED RIBBON
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2PROVIDE FUNDING FOR NON-REQUIRED CURRICULUM SUPPLIES FORTEACHERS, STAFF, LIBRARY, PTA, HOSPITALITY, COUNCILHSA
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt20
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt04484
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt13202
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt21773
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt017787
IRS990EZ/SpecialEventsNetIncomeLossAmt017878
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt011156
IRS990EZ/TotalProgramServiceExpensesAmt09459
IRS990EZ/TotalRevenueAmt020982
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt073
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt07133
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt07206
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt035665
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt037959
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt073624
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt080830
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt035738
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt045092
IRS990ScheduleA/Total509Grp/TotalAmt080830
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt080830
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EMERGENCY KITS 2240.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16TH GRADE EMERGENCY KITS 1220.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ASSEMBLIES 650.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3BANK FEES 471.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4CHARTABLE TRUST 25.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5COUNCIL FEES 176.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6COUNCIL LUNCHEON 270.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7FACULITY LUNCHEON 1201.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8FAMILY FUN NIGHT 2001.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9HSA 99.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10INSURANCE 221.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11MEMBERSHIP 1075.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12MISC 1956.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13OFFICE SUPPLIES 104.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14RED RIBBON 441.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15RUNNING CLUB 613.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16STAFF APPRECIATION 473.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17TAXES 160.
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
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc16Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc17Form 990EZ, Part I, Line 16
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MICHELLE MAJANCSIK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05626902359
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-10-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SIERRA VISTA ELEMENTARY PTA
ReturnHeader/Filer/BusinessNameControlTxt0SIER
ReturnHeader/Filer/EIN0901217699
ReturnHeader/Filer/PhoneNum05626902359
ReturnHeader/Filer/USAddress/AddressLine1Txt01800 E WHITTIER BLVD
ReturnHeader/Filer/USAddress/CityNm0LA HABRA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd090631
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/PreparationDt02021-10-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Barbara Dunagan
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02021-10-05T15:11:18-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings