Civic Intelligence

Bradoaks Elementary School PTA

990EZ • Fiscal year 2021 • EIN 95-6203969

Jul 01, 2020 to Jun 30, 2021 • Filed on Nov 12, 2021

930 E Lemon AvenueMonrovia, CA 91016

(310) 291-0971

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 2021

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2021

Net Margin

6th percentile

-128%

Higher net margin than 6% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

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.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

9th percentile

-48%

Faster asset growth than 9% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

8th percentile

-79%

Faster revenue growth than 8% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Assets

Down

$7,494

Down $7,057 (-48%) from 2020

Net Assets

Down

$7,494

Down $7,057 (-48%) from 2020

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$8,566

Down $31,689 (-79%) from 2020

Expenses

Down

$19,541

Down $22,613 (-54%) from 2020

Net Income

Down

-$10,975

Down $9,076 (-478%) from 2020

Historical Trend

Balance Sheet Trend

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

$60K$40K$20K$0Assets 2011: $33,189Liabilities 2011: $02011Assets 2012: $36,150Liabilities 2012: $02012Assets 2013: $49,206Liabilities 2013: $02013Assets 2014: $11,558Liabilities 2014: $02014Assets 2015: $7,671Liabilities 2015: $02015Assets 2016: $7,856Liabilities 2016: $02016Assets 2017: $14,431Net Assets 2017: $14,4312017Assets 2018: $16,292Liabilities 2018: $02018Assets 2019: $15,881Net Assets 2019: $15,8812019Assets 2020: $14,551Net Assets 2020: $14,5512020Assets 2021: $7,494Net Assets 2021: $7,4942021Assets 2022: $28,828Liabilities 2022: $02022Assets 2023: $33,802Net Assets 2023: $33,8022023Assets 2024: $32,420Liabilities 2024: $02024Assets 2025: $46,890Net Assets 2025: $46,8902025

Highlighted filing

2021

Assets$7,494
Liabilities-
Net Assets$7,494

Operations Trend

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

$100K$50K$0-$50KRevenue 2011: $37,563Expenses 2011: $27,931Net Income 2011: $9,6322011Revenue 2012: $34,302Expenses 2012: $31,341Net Income 2012: $2,9612012Revenue 2013: $38,816Expenses 2013: $25,932Net Income 2013: $12,8842013Revenue 2014: $47,248Expenses 2014: $85,001Net Income 2014: -$37,7532014Revenue 2015: $39,246Expenses 2015: $38,771Net Income 2015: $4752015Revenue 2016: $40,311Expenses 2016: $37,163Net Income 2016: $3,1482016Revenue 2017: $36,634Expenses 2017: $30,059Net Income 2017: $6,5752017Revenue 2018: $47,229Expenses 2018: $45,368Net Income 2018: $1,8612018Revenue 2019: $57,944Expenses 2019: $58,355Net Income 2019: -$4112019Revenue 2020: $40,255Expenses 2020: $42,154Net Income 2020: -$1,8992020Revenue 2021: $8,566Expenses 2021: $19,541Net Income 2021: -$10,9752021Revenue 2022: $49,497Expenses 2022: $28,163Net Income 2022: $21,3342022Revenue 2023: $42,805Expenses 2023: $37,831Net Income 2023: $4,9742023Revenue 2024: $44,589Expenses 2024: $45,971Net Income 2024: -$1,3822024Revenue 2025: $53,840Expenses 2025: $39,419Net Income 2025: $14,4212025

Highlighted filing

2021

Revenue$8,566
Expenses$19,541
Net Income-$10,975
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Nov 12, 2021
Return Version
2020v4.0
Gross Receipts
$9,913
Mission and Program Overview

Mission

The mission of the pta is to support and speak on behalf of children and youth in the school community, to assist parents in developing skills they need to raise and protect their children and to encourage parent and public involvement in schools.

Program Services

DescriptionGrantsExpenses
PARENT, STUDENT, TEACHER RELATIONSHIP$5,914-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MELISSA ROSEPresidentPT$0--
PHYLLIS FASHVice PresidentPT$0--
ADRIEN PERALTARecording Secre-$0--
TAMMY HUANGFinancial SecrePT$0--
JAQUELINE DIAZTreasurerPT$0--
ARMINE KALANJIANAuditorPT$0--
LAURA GARCIAParlimintarianPT$0--
MARC ROSEHistorianPT$0--
Filing and Contact Details

Filer

Filer Name
Bradoaks Elementary School Pta
EIN
95-6203969
Phone
3102910971
Address
930 E LEMON AVENUE, MONROVIA, CA 91016

Signing Officer

Name
Melissa Rose
Title
President
Signed
2021-11-12
Discuss with paid preparer
Yes

Preparer

Firm
Quality Bookkeeping
Address
9633 E Las Tunas Drive, Temple City, CA 91780
Preparer
Kathleen Chambers
Phone
6262851281
Supplemental Narrative

Additional Explanations

Other Expenses.1

Enrichment/community events $10755

Other Expenses.2

PROGRAM EXPENSES $5914

Other Expenses.3

Council/district wksp/training $1622

Other Expenses.4

CLASSROOM DONATIONS $900

Other Expenses.5

SUPPLIES $41

Other Expenses.6

FILING FEES $35

Other Expenses.7

BANK FEES $24

Raw XML Appendix191 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/USAddress/CityNm0MONROVIA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd091016
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt014551
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IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
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IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-10975
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IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
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IRS990EZ/FundraisingGrossIncomeAmt07110
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IRS990EZ/GroupExemptionNum00646
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt03
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0706
IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt014551
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt65.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt75.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MELISSA ROSE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1PHYLLIS FASH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ADRIEN PERALTA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3TAMMY HUANG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JAQUELINE DIAZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5ARMINE KALANJIAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6LAURA GARCIA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7MARC ROSE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2RECORDING SECRE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3FINANCIAL SECRE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5AUDITOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6PARLIMINTARIAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7HISTORIAN
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt03918
IRS990EZ/OtherExpensesTotalAmt019291
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0THE MISSION OF THE PTA IS TO SUPPORT AND SPEAK ON BEHALF OF CHILDREN AND YOUTH IN THE SCHOOL COMMUNITY, TO ASSIST PARENTS IN DEVELOPING SKILLS THEY NEED TO RAISE AND PROTECT THEIR CHILDREN AND TO ENCOURAGE PARENT AND PUBLIC INVOLVEMENT IN SCHOOLS.
IRS990EZ/ProgramServiceRevenueAmt0836
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PARENT, STUDENT, TEACHER RELATIONSHIP
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt05914
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt01347
IRS990EZ/SpecialEventsNetIncomeLossAmt05763
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt019541
IRS990EZ/TotalProgramServiceExpensesAmt05914
IRS990EZ/TotalRevenueAmt08566
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt01964
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt01697
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt01767
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt05716
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt04969
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt016113
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt03
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt07946
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt049618
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt073565
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt079947
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt075974
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0287050
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt03
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt03
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0303163
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt09910
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt051315
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt075332
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt085663
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt080943
IRS990ScheduleA/Total509Grp/TotalAmt0303163
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt09913
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt051315
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt075332
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt085663
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt080943
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0303166
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ENRICHMENT/COMMUNITY EVENTS $10755
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PROGRAM EXPENSES $5914
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2COUNCIL/DISTRICT WKSP/TRAINING $1622
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3CLASSROOM DONATIONS $900
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4SUPPLIES $41
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5FILING FEES $35
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6BANK FEES $24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.7
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MELISSA ROSE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BRADOAKS ELEMENTARY SCHOOL PTA
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CALIFORNIA CONGRESS OF PARENTS
ReturnHeader/Filer/BusinessNameControlTxt0BRAD
ReturnHeader/Filer/EIN0956203969
ReturnHeader/Filer/PhoneNum03102910971
ReturnHeader/Filer/USAddress/AddressLine1Txt0930 E LEMON AVENUE
ReturnHeader/Filer/USAddress/CityNm0MONROVIA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd091016
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0952620565
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Quality Bookkeeping
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt09633 E Las Tunas Drive
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Temple City
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd091780
ReturnHeader/PreparerPersonGrp/PhoneNum06262851281
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KATHLEEN CHAMBERS
ReturnHeader/ReturnTs02021-11-12T15:53:21-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MELISSA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0ROSE
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$46.9$46.9$53.8$39.4$14.4
2024Summary only. Only limited summary data is available for this year.$32.4$0.00$44.6$46.0$1.38
2023Detailed filing. Detailed filing data is available for this year.$33.8$33.8$42.8$37.8$4.97
2022Summary only. Only limited summary data is available for this year.$28.8$0.00$49.5$28.2$21.3
2021Detailed filing. Detailed filing data is available for this year.$7.49$7.49$8.57$19.5$11.0
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$14.6$14.6$40.3$42.2$1.90
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$15.9$15.9$57.9$58.4$0.41
2018Summary only. Only limited summary data is available for this year.$16.3$0.00$47.2$45.4$1.86
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$14.4$14.4$36.6$30.1$6.58
2016Summary only. Only limited summary data is available for this year.$7.86$0.00$40.3$37.2$3.15
2015Summary only. Only limited summary data is available for this year.$7.67$0.00$39.2$38.8$0.48
2014Summary only. Only limited summary data is available for this year.$11.6$0.00$47.2$85.0$37.8
2013Summary only. Only limited summary data is available for this year.$49.2$0.00$38.8$25.9$12.9
2012Summary only. Only limited summary data is available for this year.$36.2$0.00$34.3$31.3$2.96
2011Summary only. Only limited summary data is available for this year.$33.2$0.00$37.6$27.9$9.63