Civic Intelligence

PTA Ca Congress of Parents Rosedell Elem

990 • Fiscal year 2023 • EIN 95-4076115

Jul 01, 2022 to Jun 30, 2023 • Filed on Oct 23, 2023

Organization Profilero2.saugus.k12.ca.us
27853 Urbandale AvenueSaugus, CA 91350-1914

(661) 297-8860

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

59th percentile

0.00x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

16th percentile

-27%

Higher net margin than 16% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

25th percentile

-18%

Faster asset growth than 25% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

42nd percentile

-1.8%

Faster revenue growth than 42% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$60,023

Down $13,122 (-18%) from 2022

Net Assets

Down

$60,023

Down $13,122 (-18%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin16th percentile

Revenue

Down

$48,540

Down $875 (-1.8%) from 2022

Expenses

Up

$61,662

Up $16,934 (+38%) from 2022

Net Income

Down

-$13,122

Down $17,809 (-380%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth25th percentile

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

$80K$60K$40K$20K$0Assets 2011: $36,659Net Assets 2011: $36,6592011Assets 2012: $33,983Liabilities 2012: $0Net Assets 2012: $33,9832012Assets 2013: $12,441Liabilities 2013: $0Net Assets 2013: $12,4412013Assets 2014: $20,374Liabilities 2014: $0Net Assets 2014: $20,3742014Assets 2015: $22,818Liabilities 2015: $0Net Assets 2015: $22,8182015Assets 2016: $16,650Liabilities 2016: $0Net Assets 2016: $16,6502016Assets 2017: $33,098Liabilities 2017: $0Net Assets 2017: $33,0982017Assets 2018: $56,562Liabilities 2018: $0Net Assets 2018: $56,5622018Assets 2019: $29,687Liabilities 2019: $0Net Assets 2019: $29,6872019Assets 2020: $79,389Liabilities 2020: $0Net Assets 2020: $79,3892020Assets 2021: $67,706Liabilities 2021: $0Net Assets 2021: $67,7062021Assets 2022: $73,145Liabilities 2022: $0Net Assets 2022: $73,1452022Assets 2023: $60,023Liabilities 2023: $0Net Assets 2023: $60,0232023Assets 2024: $66,803Liabilities 2024: $0Net Assets 2024: $66,8032024Assets 2025: $60,188Liabilities 2025: $0Net Assets 2025: $60,1882025

Highlighted filing

2023

Assets$60,023
Liabilities$0
Net Assets$60,023
Open 2023 Filing

Operations Trend

Revenue Growth42nd percentile

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

$150K$100K$50K$0-$50KRevenue 2011: $128,922Expenses 2011: $108,696Net Income 2011: $20,2262011Expenses 2012: $134,5432012Expenses 2013: $134,4292013Revenue 2014: $73,684Expenses 2014: $65,785Net Income 2014: $7,8992014Revenue 2015: $55,621Expenses 2015: $53,177Net Income 2015: $2,4442015Revenue 2016: $70,633Expenses 2016: $76,801Net Income 2016: -$6,1682016Revenue 2017: $92,924Expenses 2017: $76,476Net Income 2017: $16,4482017Revenue 2018: $74,143Expenses 2018: $50,679Net Income 2018: $23,4642018Revenue 2019: $102,755Expenses 2019: $129,515Net Income 2019: -$26,7602019Revenue 2020: $83,309Expenses 2020: $33,969Net Income 2020: $49,3402020Revenue 2021: $1,645Expenses 2021: $13,328Net Income 2021: -$11,6832021Revenue 2022: $49,415Expenses 2022: $44,728Net Income 2022: $4,6872022Revenue 2023: $48,540Expenses 2023: $61,662Net Income 2023: -$13,1222023Revenue 2024: $66,479Expenses 2024: $58,832Net Income 2024: $7,6472024Revenue 2025: $84,071Expenses 2025: $90,686Net Income 2025: -$6,6152025

Highlighted filing

2023

Revenue$48,540
Expenses$61,662
Net Income-$13,122
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Oct 23, 2023
Return Version
2022v5.0
Gross Receipts
$107,956
Mission and Program Overview

Mission

Child advocacy, focusing on health education.

Child advocacy, focusing on health & education

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$73,145$60,023▼ $13,122
Total Assets$73,145$60,023▼ $13,122
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$73,145$60,023▼ $13,122
Total Net Assets Fund Balance$73,145$60,023▼ $13,122
Total Liabilities and Net Assets / Fund Balance$73,145$60,023▼ $13,122
Compensation and Service Providers
Top Officer Pay78th percentile

Board Members and Trustees

NameTitle
Emily MonizRoom Parent Chair
Michelle WagnerPresident
Adrenne Carroll1st VP of Fundraising
Gene Wright2nd VP of Membership
Janette Wright3rd VP of Programs
Lissa MillerCo-Treasurer
Stephanie RollofsonCo-Treasurer
Shawn WagnerParliamentarian
Rachel VillanuevaRecording Secretary
Revenue and Support

Revenue Composition

Contributions and Grants
$100,845
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$-52,305
All Other Contributions
$100,845
Change in Net Assets
$-13,122
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$61,662
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
Conferences and Meetings-$6,084-$6,084
Office Expenses-$2,175-$2,175
Insurance-$272-$272
Fees for Services Accounting-$250-$250
Other Expenses$5,721$80-$80
Total Functional Expenses$52,801$8,861$0$61,662
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$55,402
Fundraising Gross Income$7,111
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
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
No
Management duties delegated
No

Governance Explanations

Form 990 governing body review Part VI line 11

“Process to review the Form 990: The accountant prepares an initial draft 990 for the executive board to review. The executive board reviews the 990 at a board meeting and either approves the 990 for filing, or remands the 990 back to the accountant to make the needed changes.”

Governing documents etc available to public Part VI line 19

“The organization makes its Form 990 available to the public upon written or verbal request though the elementary school office. The organizations Form 990 is also available to the public on the GuideStar web page at www.guidestar.org. The organizations 990 can also be viewed at the California Secretary of State Registry of Charitable Trusts website at rct.doj.ca.gov.”

Filing and Contact Details

Filer

Filer Name
Rosedell Elementary PTA
EIN
95-4076115
Address
27853 Urbandale Avenue, Saugus, CA 91350-1914

Signing Officer

Name
Stephanie Rollofson
Title
Co-Treasurer
Phone
6612978860
Signed
2023-10-23
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Michelle Wagner
Formed
1943
Legal Domicile
CA
Voting Board Members
9
Independent Board Members
9
Employees
0
Volunteers
10

Preparer

Firm
Wayne Wright EA
Address
130 N Garden St Unit 1112, Ventura, CA 93001
Preparer
Wayne F Wright
Phone
6612951950
Raw XML Appendix354 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Process to review the Form 990: The accountant prepares an initial draft 990 for the executive board to review. The executive board reviews the 990 at a board meeting and either approves the 990 for filing, or remands the 990 back to the accountant to make the needed changes.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The organization makes its Form 990 available to the public upon written or verbal request though the elementary school office. The organizations Form 990 is also available to the public on the GuideStar web page at www.guidestar.org. The organizations 990 can also be viewed at the California Secretary of State Registry of Charitable Trusts website at rct.doj.ca.gov.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Governing documents etc available to public Part VI line 19
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IRS990/TaxablePartyNotificationInd0false
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IRS990/TotalAssetsEOYAmt060023
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IRS990/TotalContributionsAmt0100845
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt08861
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt052801
IRS990/TotalFunctionalExpensesGrp/TotalAmt061662
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
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IRS990/TotalLiabilitiesGrp/EOYAmt00
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IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt052801
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0-48291
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0-4014
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt048540
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt010
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt073145
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt060023
IRS990/TotReportableCompRltdOrgAmt00
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IRS990/UnrelatedBusIncmOverLimitInd0false
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL2
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd000
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Stephanie Rollofson
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Co-Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum06612978860
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-10-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Rosedell Elementary PTA
ReturnHeader/Filer/BusinessNameControlTxt0ROSE
ReturnHeader/Filer/EIN0954076115
ReturnHeader/Filer/USAddress/AddressLine1Txt027853 Urbandale Avenue
ReturnHeader/Filer/USAddress/CityNm0Saugus
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd0913501914
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0954295833
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Wayne Wright EA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0130 N Garden St Unit 1112
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Ventura
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd093001
ReturnHeader/PreparerPersonGrp/PhoneNum06612951950
ReturnHeader/PreparerPersonGrp/PreparationDt02023-10-27
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Wayne F Wright
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02023-10-27T23:56:21-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Stephanie
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Rollofson
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$60,023
Liabilities
$0
Net assets
$60,023
Revenue
$48,540
Expenses
$61,662
Net income
-$13,122
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.60$0.00$0.60$0.84$0.91$0.07
2024Detailed filing. Detailed filing data is available for this year.$0.67$0.00$0.67$0.66$0.59$0.08
2023Detailed filing. Detailed filing data is available for this year.$0.60$0.00$0.60$0.49$0.62$0.13
2022Detailed filing. Detailed filing data is available for this year.$0.73$0.00$0.73$0.49$0.45$0.05
2021Detailed filing. Detailed filing data is available for this year.$0.68$0.00$0.68$0.02$0.13$0.12
2020Detailed filing. Detailed filing data is available for this year.$0.79$0.00$0.79$0.83$0.34$0.49
2019Detailed filing. Detailed filing data is available for this year.$0.30$0.00$0.30$1.03$1.30$0.27
2018Detailed filing. Detailed filing data is available for this year.$0.57$0.00$0.57$0.74$0.51$0.23
2017Detailed filing. Detailed filing data is available for this year.$0.33$0.00$0.33$0.93$0.76$0.16
2016Detailed filing. Detailed filing data is available for this year.$0.17$0.00$0.17$0.71$0.77$0.06
2015Detailed filing. Detailed filing data is available for this year.$0.23$0.00$0.23$0.56$0.53$0.02
2014Detailed filing. Detailed filing data is available for this year.$0.20$0.00$0.20$0.74$0.66$0.08
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.12$0.00$0.12$1.34
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.34$0.00$0.34$1.35
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.37$0.37$1.29$1.09$0.20