Civic Intelligence

PTA Edison Elementary School

990EZ • Fiscal year 2023 • EIN 95-6204285

Jul 01, 2022 to Jun 30, 2023 • Filed on Nov 13, 2023

Organization ProfileN/A
3800 West 182nd StreetTorrance, CA 90504

(310) 533-4513

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 2023

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2023

Net Margin

29th percentile

-9.4%

Higher net margin than 29% of similar nonprofits.

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

Top Officer Pay

88th percentile

$0

Higher top officer pay than 88% 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

32nd percentile

-8.7%

Faster asset growth than 32% of similar nonprofits.

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

Revenue Growth

77th percentile

40%

Faster revenue growth than 77% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$33,402

Down $3,202 (-8.7%) from 2022

Net Assets

Down

$33,402

Down $3,202 (-8.7%) from 2022

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin29th percentile

Revenue

Up

$34,241

Up $9,735 (+40%) from 2022

Expenses

Up

$37,443

Up $12,008 (+47%) from 2022

Net Income

Down

-$3,202

Down $2,273 (-245%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth32nd percentile

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

$40K$30K$20K$10K$0Assets 2012: $9,764Net Assets 2012: $9,7642012Assets 2013: $10,664Net Assets 2013: $10,6642013Assets 2014: $15,798Net Assets 2014: $15,7982014Assets 2015: $9,399Liabilities 2015: $02015Assets 2016: $8,417Net Assets 2016: $8,4172016Assets 2017: $9,400Net Assets 2017: $9,4002017Assets 2018: $13,637Liabilities 2018: $02018Assets 2019: $17,150Net Assets 2019: $17,1502019Assets 2020: $19,119Net Assets 2020: $19,1192020Assets 2021: $37,533Net Assets 2021: $37,5332021Assets 2022: $36,604Net Assets 2022: $36,6042022Assets 2023: $33,402Net Assets 2023: $33,4022023Assets 2024: $30,846Liabilities 2024: $02024Assets 2025: $17,117Net Assets 2025: $17,1172025

Highlighted filing

2023

Assets$33,402
Liabilities-
Net Assets$33,402
Open 2023 Filing

Operations Trend

Revenue Growth77th percentile

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

$80K$60K$40K$20K$0-$20KRevenue 2012: $41,449Expenses 2012: $47,735Net Income 2012: -$6,2862012Revenue 2013: $52,147Expenses 2013: $51,247Net Income 2013: $9002013Revenue 2014: $58,270Expenses 2014: $53,136Net Income 2014: $5,1342014Revenue 2015: $55,558Expenses 2015: $61,957Net Income 2015: -$6,3992015Revenue 2016: $55,742Expenses 2016: $54,243Net Income 2016: $1,4992016Revenue 2017: $62,361Expenses 2017: $61,378Net Income 2017: $9832017Revenue 2018: $55,485Expenses 2018: $51,248Net Income 2018: $4,2372018Revenue 2019: $41,839Expenses 2019: $38,326Net Income 2019: $3,5132019Revenue 2020: $3,768Expenses 2020: $1,799Net Income 2020: $1,9692020Revenue 2021: $29,056Expenses 2021: $10,642Net Income 2021: $18,4142021Revenue 2022: $24,506Expenses 2022: $25,435Net Income 2022: -$9292022Revenue 2023: $34,241Expenses 2023: $37,443Net Income 2023: -$3,2022023Revenue 2024: $23,656Expenses 2024: $26,211Net Income 2024: -$2,5552024Revenue 2025: $36,901Expenses 2025: $50,630Net Income 2025: -$13,7292025

Highlighted filing

2023

Revenue$34,241
Expenses$37,443
Net Income-$3,202
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Nov 13, 2023
Return Version
2022v5.0
Gross Receipts
$56,688
Mission and Program Overview

Mission

Student education/enrichment/support

Program Services

DescriptionGrantsExpenses
STUDENT EDUCATION/ENRICHMENT/SUPPORT-$37,143
Compensation and Service Providers
Top Officer Pay88th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CARISSA BAUMHARTPresidentPT$0--
STEVEN BIRENBAUMTreasurerPT$0--
AMANDA GUITIERREZVice PresidentPT$0--
ARMITA BLAINAuditor-$0--
KARA CAGULADASecretaryPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fund Raisers$51,839$51,839$22,447$29,392
Total Events$51,839$51,839$22,447$29,392
Filing and Contact Details

Filer

Filer Name
Pta Edison Elementary
EIN
95-6204285
Phone
3105334513
Address
3800 WEST 182ND STREET, TORRANCE, CA 90504

Signing Officer

Name
Carissa Baumhart
Title
President
Signed
2023-11-13
Discuss with paid preparer
Yes

Preparer

Firm
Stuart Levy CPA Apc
Address
3848 WEST CARSON STREET SUITE 220, TORRANCE, CA 90503
Preparer
Stuart Levy
Phone
3105401736
Supplemental Narrative

Additional Explanations

Other Expenses.1012

“Insurance $272”

Other Expenses.1

“PROGRAM EXPENSES $36471”

Other Expenses.2

“OPERATIONAL EXPENSE $400”

Other Expenses.3

“Project boss expense $100”

Other Expenses.4

“PROJECT HOPE $100”

Other Expenses.5

“Principal appreciation $72”

Other Expenses.6

“BANK CHARGES $20”

Other Expenses.7

“POSTAGE $8”

Statement Note 1

“The pta has changed its year end from february to june. This return represents the stub period from march 1 to june 30. This is manually filed as a 2015 return. 2015 forms are not yet available, necessitaing a paper filing for this return.”

Raw XML Appendix184 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/PersonNm0CARISSA BAUMHART
IRS990EZ/BooksInCareOfDetail/PhoneNum03105334513
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0TORRANCE
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IRS990EZ/FundraisingGrossIncomeAmt051839
IRS990EZ/GrossReceiptsAmt056688
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt02306
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt036604
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IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt036604
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt033402
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt45.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0CARISSA BAUMHART
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1STEVEN BIRENBAUM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2AMANDA GUITIERREZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ARMITA BLAIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4KARA CAGULADA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3AUDITOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt037443
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0STUDENT EDUCATION/ENRICHMENT/SUPPORT
IRS990EZ/ProgramServiceRevenueAmt0156
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0STUDENT EDUCATION/ENRICHMENT/SUPPORT
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt037143
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt022447
IRS990EZ/SpecialEventsNetIncomeLossAmt029392
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt037443
IRS990EZ/TotalProgramServiceExpensesAmt037143
IRS990EZ/TotalRevenueAmt034241
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt02387
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt01787
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt04424
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt01852
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt03119
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt013569
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt051839
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt035866
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt016892
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt034864
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt050296
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0189757
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0203326
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt054226
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt037653
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt021316
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt036716
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt053415
IRS990ScheduleA/Total509Grp/TotalAmt0203326
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt054226
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt037653
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt021316
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt036716
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt053415
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0203326
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt022447
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0FUND RAISERS
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt051839
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt051839
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt051839
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt051839
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt029392
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt022447
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt022447
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Insurance $272
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PROGRAM EXPENSES $36471
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2OPERATIONAL EXPENSE $400
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3PROJECT BOSS EXPENSE $100
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4PROJECT HOPE $100
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5PRINCIPAL APPRECIATION $72
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6BANK CHARGES $20
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7POSTAGE $8
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8THE PTA HAS CHANGED ITS YEAR END FROM FEBRUARY TO JUNE. THIS RETURN REPRESENTS THE STUB PERIOD FROM MARCH 1 TO JUNE 30. THIS IS MANUALLY FILED AS A 2015 RETURN. 2015 FORMS ARE NOT YET AVAILABLE, NECESSITAING A PAPER FILING FOR THIS RETURN.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Statement Note 1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CARISSA BAUMHART
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA EDISON ELEMENTARY
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0SCHOOL
ReturnHeader/Filer/BusinessNameControlTxt0PTAE
ReturnHeader/Filer/EIN0956204285
ReturnHeader/Filer/PhoneNum03105334513
ReturnHeader/Filer/USAddress/AddressLine1Txt03800 WEST 182ND STREET
ReturnHeader/Filer/USAddress/CityNm0TORRANCE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd090504
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0954557881
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0STUART LEVY CPA APC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03848 WEST CARSON STREET SUITE 220
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0TORRANCE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd090503
ReturnHeader/PreparerPersonGrp/PhoneNum03105401736
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STUART LEVY
ReturnHeader/ReturnTs02023-11-13T08:27:06-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0CARISSA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BAUMHART
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$33,402
Liabilities
-
Net assets
$33,402
Revenue
$34,241
Expenses
$37,443
Net income
-$3,202
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$17.1$17.1$36.9$50.6$13.7
2024Summary only. Only limited summary data is available for this year.$30.8$0.00$23.7$26.2$2.56
2023Detailed filing. Detailed filing data is available for this year.$33.4$33.4$34.2$37.4$3.20
2022Detailed filing. Detailed filing data is available for this year.$36.6$36.6$24.5$25.4$0.93
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$37.5$37.5$29.1$10.6$18.4
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$19.1$19.1$3.77$1.80$1.97
2019Detailed filing. Detailed filing data is available for this year.$17.2$17.2$41.8$38.3$3.51
2018Summary only. Only limited summary data is available for this year.$13.6$0.00$55.5$51.2$4.24
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.40$9.40$62.4$61.4$0.98
2016Detailed filing. Detailed filing data is available for this year.$8.42$8.42$55.7$54.2$1.50
2015Summary only. Only limited summary data is available for this year.$9.40$0.00$55.6$62.0$6.40
2014Detailed filing. Detailed filing data is available for this year.$15.8$15.8$58.3$53.1$5.13
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.7$10.7$52.1$51.2$0.90
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.76$9.76$41.4$47.7$6.29