Civic Intelligence

Sierra Vista Elementary PTA

990EZ • Fiscal year 2024 • EIN 90-1217699

Jul 01, 2023 to Jun 30, 2024 • Filed on Sep 24, 2024

Organization ProfileN/A
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 2024

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2024

Net Margin

56th percentile

6.2%

Higher net margin than 56% 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

59th percentile

7.0%

Faster asset growth than 59% of similar nonprofits.

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

Revenue Growth

61st percentile

12%

Faster revenue growth than 61% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$13,598

Up $884 (+7.0%) from 2023

Net Assets

Up

$13,598

Up $884 (+7.0%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin56th percentile

Revenue

Up

$14,347

Up $1,544 (+12%) from 2023

Expenses

Down

$13,463

Down $1,076 (-7.4%) from 2023

Net Income

Up

$884

Up $2,620 (+151%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth59th percentile

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

2024

Assets$13,598
Liabilities-
Net Assets$13,598
Open 2024 Filing

Operations Trend

Revenue Growth61st percentile

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

2024

Revenue$14,347
Expenses$13,463
Net Income$884
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Sep 24, 2024
Return Version
2023v5.1
Gross Receipts
$28,943
Mission and Program Overview

Mission

Enrichment of parent/teachers/students

Program Services

DescriptionGrantsExpenses
PROVIDE ACTIVITIES AND EVENTS TO STUDENTS, FAMILY AND FACULTY, INCLUDING BOOK FAIR FAMILY FUN NIGHT, CLASSROOM$0$5,751
EDUCATIONAL ENRICHMENT FOR STUDENTS AND STAFF INCLUDINGFIELD TRIPS, ASSEMBLIES, 6TH GRADE$0$4,916
PROVIDE FUNDING FOR NON-REQUIRED CURRICULUM SUPPLIES FORTEACHERS, STAFF, LIBRARY, PTA, HOSPITALITY, COUNCILHSA$0$2,052
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
AMBER AMAROPresidentPT$0--
MATT HARRISTreasurerPT$0--
AMBER SPECHTSecretaryPT$0--
JENNIFER KASABIANMembershipPT$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
Matt Harris
Title
Treasurer
Phone
5626902359
Signed
2024-09-24
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 16

“6TH GRADE 836.”

Form 990EZ, Part I, Line 16

“BANK FEES 8.”

Form 990EZ, Part I, Line 16

“CHARITABLE TRUST 25.”

Form 990EZ, Part I, Line 16

“COUNCIL 330.”

Form 990EZ, Part I, Line 16

“FIELD TRIPS 2136.”

Form 990EZ, Part I, Line 16

“INSURANCE 282.”

Form 990EZ, Part I, Line 16

“PROGRAMS 7695.”

Form 990EZ, Part I, Line 16

“PTA EZ 99.”

Form 990EZ, Part I, Line 16

“STAFF APPRECIATION 2052.”

Raw XML Appendix177 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/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/BOYAmt012714
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt013598
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt01295
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0884
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt012714
IRS990EZ/Form990TotalAssetsGrp/EOYAmt013598
IRS990EZ/FundraisingGrossIncomeAmt027335
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt028943
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0313
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt012714
IRS990EZ/NetAssetsOrFundBalancesEOYAmt013598
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt012714
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt013598
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt020.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt115.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt210.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt310.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0AMBER AMARO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MATT HARRIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2AMBER SPECHT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JENNIFER KASABIAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3MEMBERSHIP
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt013463
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, 6TH GRADE
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1PROVIDE ACTIVITIES AND EVENTS TO STUDENTS, FAMILY AND FACULTY, INCLUDING BOOK FAIR FAMILY FUN NIGHT, CLASSROOM
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/ProgramServiceExpensesAmt04916
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt15751
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt22052
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt014596
IRS990EZ/SpecialEventsNetIncomeLossAmt012739
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt013463
IRS990EZ/TotalProgramServiceExpensesAmt012719
IRS990EZ/TotalRevenueAmt014347
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt01295
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0622
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0476
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt020
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt073
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt02486
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt027217
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt031746
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt028196
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0567
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt035665
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0123391
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0125877
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt028512
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt032368
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt028672
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0587
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt035738
IRS990ScheduleA/Total509Grp/TotalAmt0125877
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0125877
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt06TH GRADE 836.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1BANK FEES 8.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CHARITABLE TRUST 25.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3COUNCIL 330.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4FIELD TRIPS 2136.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5INSURANCE 282.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6PROGRAMS 7695.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7PTA EZ 99.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8STAFF APPRECIATION 2052.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 16
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
ReturnHeader/BuildTS02024-08-08 14:25:15Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MATT HARRIS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05626902359
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-09-24
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/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0818136591
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/PreparationDt02024-09-24
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Barbara Dunagan
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02024-09-24T16:40:05-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$13,598
Liabilities
-
Net assets
$13,598
Revenue
$14,347
Expenses
$13,463
Net income
$884
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$15.4$15.4$26.9$25.2$1.76
2024Detailed filing. Detailed filing data is available for this year.$13.6$13.6$14.3$13.5$0.88
2023Detailed filing. Detailed filing data is available for this year.$12.7$12.7$12.8$14.5$1.74
2022Detailed filing. Detailed filing data is available for this year.$14.5$14.5$21.1$15.4$5.78
2021Summary only. Only limited summary data is available for this year.$8.67$0.00$0.05$8.78$8.73
2020Detailed filing. Detailed filing data is available for this year.$8.67$8.67$0.05$8.78$8.73
2019Detailed filing. Detailed filing data is available for this year.$17.4$17.4$21.0$11.2$9.83
2018Detailed filing. Detailed filing data is available for this year.$7.58$7.58$28.3$20.7$7.58