Civic Intelligence

George S Patton Elementary School PTA

990 • Fiscal year 2017 • EIN 95-6203942

Jul 01, 2016 to Jun 30, 2017 • Filed on May 14, 2018

6861 Santa RitaGarden Grove, CA 92845-1443

(714) 663-6584

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$27,421

Flat from 2017

Net Assets

Flat

$27,421

Flat from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses

Revenue

Flat

$66,328

Flat from 2017

Expenses

Flat

$55,501

Flat from 2017

Net Income

Flat

$10,827

Flat from 2017

Historical Trend

Balance Sheet Trend

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

$60K$40K$20K$0Assets 2011: $24,409Liabilities 2011: $0Net Assets 2011: $24,4092011Assets 2012: $16,799Liabilities 2012: $0Net Assets 2012: $16,7992012Assets 2013: $21,718Liabilities 2013: $0Net Assets 2013: $21,7182013Assets 2014: $18,391Liabilities 2014: $0Net Assets 2014: $18,3912014Assets 2015: $27,743Liabilities 2015: $0Net Assets 2015: $27,7432015Assets 2016: $30,845Liabilities 2016: $0Net Assets 2016: $30,8452016Assets 2017: $27,421Liabilities 2017: $0Net Assets 2017: $27,4212017Assets 2017: $27,421Liabilities 2017: $0Net Assets 2017: $27,4212017Assets 2019: $43,369Liabilities 2019: $0Net Assets 2019: $43,3692019Assets 2020: $52,155Liabilities 2020: $0Net Assets 2020: $52,1552020Assets 2021: $55,779Liabilities 2021: $0Net Assets 2021: $55,7792021Assets 2022: $35,415Liabilities 2022: $02022Assets 2023: $34,635Net Assets 2023: $34,6352023Assets 2024: $1Liabilities 2024: $02024Assets 2025: $34,939Liabilities 2025: $0Net Assets 2025: $34,9392025

Highlighted filing

2017

Assets$27,421
Liabilities$0
Net Assets$27,421

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2011: $40,855Expenses 2011: $34,597Net Income 2011: $6,2582011Revenue 2012: $53,201Expenses 2012: $60,811Net Income 2012: -$7,6102012Expenses 2013: $45,7312013Revenue 2014: $81,206Expenses 2014: $65,119Net Income 2014: $16,0872014Revenue 2015: $51,231Expenses 2015: $45,146Net Income 2015: $6,0852015Revenue 2016: $49,283Expenses 2016: $46,181Net Income 2016: $3,1022016Revenue 2017: $66,328Expenses 2017: $55,501Net Income 2017: $10,8272017Revenue 2017: $66,328Expenses 2017: $55,501Net Income 2017: $10,8272017Revenue 2019: $81,510Expenses 2019: $63,286Net Income 2019: $18,2242019Revenue 2020: $53,044Expenses 2020: $44,258Net Income 2020: $8,7862020Revenue 2021: $61,350Expenses 2021: $57,726Net Income 2021: $3,6242021Revenue 2022: $102,725Expenses 2022: $121,317Net Income 2022: -$18,5922022Revenue 2023: $141,501Expenses 2023: $142,279Net Income 2023: -$7782023Revenue 2024: $0Expenses 2024: $0Net Income 2024: $02024Revenue 2025: $207,185Expenses 2025: $208,985Net Income 2025: -$1,8002025

Highlighted filing

2017

Revenue$66,328
Expenses$55,501
Net Income$10,827
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
May 14, 2018
Return Version
2016v3.0
Gross Receipts
$113,288
Mission and Program Overview

Mission

To promote the success of the education process at george s patton elementary school by uniting the efforts of faculty and parents.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$13,955$26,380▲ $12,425
Cash and Non-Interest-Bearing Accounts$2,639$1,041▼ $1,598
Total Assets$16,594$27,421▲ $10,827
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$16,594$27,421▲ $10,827
Total Net Assets Fund Balance$16,594$27,421▲ $10,827
Total Liabilities and Net Assets / Fund Balance$16,594$27,421▲ $10,827
Compensation and Service Providers

Board Members and Trustees

NameTitle
Deeber AzadaPresident
Ashley Pfeifer1st Vice President - Fundrais
Tiffany Long2nd Vice President - Assembli
Tricia ShieldsAuditor
Kristy CrawfordFinancial Secretary
Kathy EimenHistorian
Crystal CervantesRecording Secretary
Mark LongTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$6,983
Program Service Revenue
$0
Investment Income
$3
Other Revenue
$59,342
All Other Contributions
$1,880
Change in Net Assets
$10,827
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$55,501
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
All Other Expenses$53,089--$53,089
Other Expenses$512$60-$512
Office Expenses$458--$458
Fees for Services Accounting-$395-$395
Insurance-$246-$246
Information Technology$209--$209
Total Functional Expenses$54,589$912$0$55,501
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$106,302
Fundraising Direct Expenses$46,960
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Walk a Thon$41,936$41,936$1,042$40,894
Carnival$22,540$22,540$11,503$11,037
Total Events$106,302$106,302$46,960$59,342
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Officer directors etc family relationship Part VI line 2

The Treasurer and the 2nd Vice President in charge of Assemblies are married.

Members or stockholder classes and rights Part VI line 6

Membership in this organization is available without regard to race, color, creed, or national origin.

Member election for additional members Part VI line 7A

The organization governing body of officers is elected by the membership at a regularly scheduled meeting of the membership. Chairpersons are appointed by the President.

Governing body decisions Part VI line 7B

Decisions of the governing body are subject to approval by its members, and sometimes subject to ratification by the membership. Regular, usually monthly, board meetings are held.

Governing body meeting documentation Part VI line 8A

The organizations governing body is governed by written policies and procedures. Minutes are recorded at each governing body meeting and the minutes of the prior meeting are reviewed and approved or corrected as necessary by its members.

Committee meeting documentation Part VI line 8B

The organization has written policies and procedures governing committee actions and meetings. Minutes are recorded.

Form 990 governing body review Part VI line 11

Presented to the Board at a governing body meeting for review and approval.

Conflict of interest policy compliance Part VI line 12C

All officers and committee chairs are required to fill out a written conflict of interest form.

CEO executive director top management comp Part VI line 15A

No officer or committee chairperson is compensated.

Other officer or key employee compensation Part VI line 15B

No officer or committee chairperson is compensated.

Form 990 availability to public Part VI line 18

Copies of the organizations 990 is available to the public upon request at requestors expense.

Governing documents etc available to public Part VI line 19

Governing documents will be made available to the public upon request at the requesters expense.

Filing and Contact Details

Filer

Filer Name
George S Patton Elementary Pta
EIN
95-6203942
Address
6861 Santa Rita, Garden Grove, CA 92845-1443

Signing Officer

Name
Deeber Azada
Title
President
Phone
7143307595
Signed
2018-05-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Deeber Azada
Formed
1967
Legal Domicile
CA
Voting Board Members
8
Independent Board Members
8
Employees
0
Volunteers
100

Preparer

Firm
David P Lavezzari Inc
Address
12881 Knott Street Suite 209, Garden Grove, CA 92841
Preparer
David P Lavezzari
Phone
7148955925
Supplemental Narrative

Additional Explanations

List of other expenses Part IX line 24E

Art Masters Program 2400Assemblies/Family Fun Nights 4469Classroom Student Supplies 10671Field Trips & Special Prog K-6 21192Health & Welfare 212Hospitality 1702Library 38Music Program 1458Patton Pride 410Planners 2763Reflections Program 147Misc Program Expense 75Sound System - Special Gift 7552 _______TOTAL Other Program Svc 53089 =======

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IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent2Amt04997
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt04997
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt029418
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt041963
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt011503
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt01042
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt010
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The Treasurer and the 2nd Vice President in charge of Assemblies are married.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Membership in this organization is available without regard to race, color, creed, or national origin.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The organization governing body of officers is elected by the membership at a regularly scheduled meeting of the membership. Chairpersons are appointed by the President.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Decisions of the governing body are subject to approval by its members, and sometimes subject to ratification by the membership. Regular, usually monthly, board meetings are held.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4The organizations governing body is governed by written policies and procedures. Minutes are recorded at each governing body meeting and the minutes of the prior meeting are reviewed and approved or corrected as necessary by its members.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5The organization has written policies and procedures governing committee actions and meetings. Minutes are recorded.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Presented to the Board at a governing body meeting for review and approval.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7All officers and committee chairs are required to fill out a written conflict of interest form.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8No officer or committee chairperson is compensated.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9No officer or committee chairperson is compensated.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Copies of the organizations 990 is available to the public upon request at requestors expense.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Governing documents will be made available to the public upon request at the requesters expense.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Art Masters Program 2400Assemblies/Family Fun Nights 4469Classroom Student Supplies 10671Field Trips & Special Prog K-6 21192Health & Welfare 212Hospitality 1702Library 38Music Program 1458Patton Pride 410Planners 2763Reflections Program 147Misc Program Expense 75Sound System - Special Gift 7552 _______TOTAL Other Program Svc 53089 =======
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Officer directors etc family relationship Part VI line 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Members or stockholder classes and rights Part VI line 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Member election for additional members Part VI line 7a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Governing body decisions Part VI line 7b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Governing body meeting documentation Part VI line 8a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Committee meeting documentation Part VI line 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Conflict of interest policy compliance Part VI line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8CEO executive director top management comp Part VI line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other officer or key employee compensation Part VI line 15b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990 availability to public Part VI line 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Governing documents etc available to public Part VI line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12List of other expenses Part IX line 24e
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt016594
IRS990/TotalAssetsEOYAmt027421
IRS990/TotalAssetsGrp/BOYAmt016594
IRS990/TotalAssetsGrp/EOYAmt027421
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt06983
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0912
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt054589
IRS990/TotalFunctionalExpensesGrp/TotalAmt055501
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt016594
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt027421
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt054589
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt059342
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt03
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt066328
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt0100
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt016594
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt027421
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt016594
IRS990/UnrestrictedNetAssetsGrp/EOYAmt027421
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt08
IRS990/WebsiteAddressTxt0www.pattonpta.info
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Deeber Azada
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum07143307595
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0GEORGE S PATTON ELEMENTARY PTA
ReturnHeader/Filer/BusinessNameControlTxt0GEOR
ReturnHeader/Filer/EIN0956203942
ReturnHeader/Filer/USAddress/AddressLine1Txt06861 Santa Rita
ReturnHeader/Filer/USAddress/CityNm0Garden Grove
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd0928451443
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DC04096DF3635158FCC796F708556B11958C83B6
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0DC04096DF3635158FCC796F708556B11958C83B6
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId03003982018135apjcvx5
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02018-05-15
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt045.50.80.205
ReturnHeader/FilingSecurityInformation/IPDt02018-05-15
ReturnHeader/FilingSecurityInformation/IPTm001:45:01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0330961626
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0David P Lavezzari Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt012881 Knott Street Suite 209
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Garden Grove
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092841
ReturnHeader/PreparerPersonGrp/PhoneNum07148955925
ReturnHeader/PreparerPersonGrp/PreparationDt02018-05-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0David P Lavezzari
ReturnHeader/ReturnTs02018-05-15T01:46:27-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.35$0.00$0.35$2.07$2.09$0.02
2024Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$0.00$0.00
2023Detailed filing. Detailed filing data is available for this year.$0.35$0.35$1.42$1.42$0.01
2022Summary only. Only limited summary data is available for this year.$0.35$0.00$1.03$1.21$0.19
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.56$0.00$0.56$0.61$0.58$0.04
2020Summary only. Only limited summary data is available for this year.$0.52$0.00$0.52$0.53$0.44$0.09
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.43$0.00$0.43$0.82$0.63$0.18
2017Detailed filing. Detailed filing data is available for this year.$0.27$0.00$0.27$0.66$0.56$0.11
2017Summary only. Only limited summary data is available for this year.$0.27$0.00$0.27$0.66$0.56$0.11
2016Detailed filing. Detailed filing data is available for this year.$0.31$0.00$0.31$0.49$0.46$0.03
2015Detailed filing. Detailed filing data is available for this year.$0.28$0.00$0.28$0.51$0.45$0.06
2014Detailed filing. Detailed filing data is available for this year.$0.18$0.00$0.18$0.81$0.65$0.16
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.22$0.00$0.22$0.46
2012Summary only. Only limited summary data is available for this year.$0.17$0.00$0.17$0.53$0.61$0.08
2011Summary only. Only limited summary data is available for this year.$0.24$0.00$0.24$0.41$0.35$0.06