Civic Intelligence

Hermosa Drive Elementary PTA Ca Congress of Parents & Teachers Inc

990EZ • Fiscal year 2020 • EIN 95-6205187

Jul 01, 2019 to Jun 30, 2020 • Filed on Oct 15, 2020

Organization Profilefsd.k12.ca.us/hermosa/pta.html
400 E Hermosa DrFullerton, CA 92835

(714) 447-7720

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 2020

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2020

Net Margin

65th percentile

16%

Higher net margin than 65% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

70th percentile

25%

Faster asset growth than 70% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

27th percentile

-42%

Faster revenue growth than 27% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$39,240

Up $7,828 (+25%) from 2019

Net Assets

Up

$39,240

Up $7,828 (+25%) from 2019

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin65th percentile

Revenue

Down

$49,199

Down $35,987 (-42%) from 2019

Expenses

Down

$41,371

Down $34,744 (-46%) from 2019

Net Income

Down

$7,828

Down $1,243 (-14%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth70th percentile

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

$150K$100K$50K$0Assets 2012: $9,640Liabilities 2012: $02012Assets 2013: $45,815Liabilities 2013: $02013Assets 2014: $35,624Net Assets 2014: $35,6242014Assets 2015: $34,303Net Assets 2015: $34,3032015Assets 2016: $23,152Net Assets 2016: $23,1522016Assets 2017: $21,326Net Assets 2017: $21,3262017Assets 2018: $22,341Net Assets 2018: $22,3412018Assets 2019: $31,412Net Assets 2019: $31,4122019Assets 2020: $39,240Net Assets 2020: $39,2402020Assets 2021: $44,129Net Assets 2021: $44,1292021Assets 2022: $94,407Net Assets 2022: $94,4072022Assets 2023: $130,938Net Assets 2023: $130,9382023Assets 2024: $120,904Net Assets 2024: $120,9042024Assets 2025: $86,101Net Assets 2025: $86,1012025

Highlighted filing

2020

Assets$39,240
Liabilities-
Net Assets$39,240
Open 2020 Filing

Operations Trend

Revenue Growth27th percentile

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

$150K$100K$50K$0-$50KRevenue 2012: $59,802Expenses 2012: $53,662Net Income 2012: $6,1402012Revenue 2013: $80,674Expenses 2013: $90,196Net Income 2013: -$9,5222013Revenue 2014: $76,533Expenses 2014: $86,724Net Income 2014: -$10,1912014Revenue 2015: $81,656Expenses 2015: $82,977Net Income 2015: -$1,3212015Revenue 2016: $92,282Expenses 2016: $103,433Net Income 2016: -$11,1512016Revenue 2017: $105,662Expenses 2017: $107,488Net Income 2017: -$1,8262017Revenue 2018: $93,986Expenses 2018: $92,971Net Income 2018: $1,0152018Revenue 2019: $85,186Expenses 2019: $76,115Net Income 2019: $9,0712019Revenue 2020: $49,199Expenses 2020: $41,371Net Income 2020: $7,8282020Revenue 2021: $23,060Expenses 2021: $18,171Net Income 2021: $4,8892021Revenue 2022: $77,082Expenses 2022: $26,804Net Income 2022: $50,2782022Revenue 2023: $75,915Expenses 2023: $39,384Net Income 2023: $36,5312023Revenue 2024: $81,103Expenses 2024: $91,137Net Income 2024: -$10,0342024Revenue 2025: $67,640Expenses 2025: $102,443Net Income 2025: -$34,8032025

Highlighted filing

2020

Revenue$49,199
Expenses$41,371
Net Income$7,828
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Oct 15, 2020
Return Version
2019v5.0
Gross Receipts
$50,874
Mission and Program Overview

Mission

The organization's purpose is to provide services, equipment and educational programs and supplies in support and enhancement of quality education and pride in our school and community.

Program Services

DescriptionGrantsExpenses
Support programs for expanded educational opportunities in the form of field trips and assemblies and outdoor education.$15,374-
Provide educational programs for arts and reading programs as well as funds for teacher supplies, and hospitality along with other school programs.$12,011-
Facilitate opportunities to enhance the school, family and community experience through school events, bookfair, spirit wear, yearbook and other family events.$10,783-
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jamie VelazquezCo-PresidentPT$0--
Jacqueline HondaPrograms-$0--
Heather DaleTreasurer-$0--
Jenni WaltmanFinancial Secy-$0--
Michelle BarrettSecretary-$0--
Claudia SmithHistorian-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Jog-a-thon$28,738$28,738$1,457$27,281
Total Events$28,738$28,738$1,457$27,281
Filing and Contact Details

Filer

Filer Name
Hermosa Drive Elementary PTA
EIN
95-6205187
Phone
7144477720
Address
400 E Hermosa Dr, Fullerton, CA 92835

Signing Officer

Name
Jamie Velazquez
Title
Co-President
Signed
2020-10-15
Discuss with paid preparer
Yes

Preparer

Firm
Kathleen E Hetrick CPA
Address
519 S Basque Avenue, Fullerton, CA 92833
Preparer
Kathleen E Hetrick
Phone
7148706380
Supplemental Narrative

Additional Explanations

Other Expenses.1

“Field Trips and Assemblies $9784”

Other Expenses.2

“Teacher Supply/Appreciation $5655”

Other Expenses.3

“6th Grade Outdoor Ed. $5590”

Other Expenses.4

“Bookfair $4500”

Other Expenses.5

“Yearbook $3735”

Other Expenses.6

“Classroom Technology $2500”

Other Expenses.7

“Other school programs $2331”

Other Expenses.8

“Other admin exp $2154”

Other Expenses.9

“All the Arts Program $1525”

Other Expenses.10

“Hawktoberfest $1240”

Other Expenses.11

“Accounting/Filing fees $1049”

Other Expenses.12

“Other programs $1048”

Other Expenses.13

“School Events-dances., etc $260”

Raw XML Appendix206 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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IRS990EZ/OperateHospitalInd0false
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Provide educational programs for arts and reading programs as well as funds for teacher supplies, and hospitality along with other school programs.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt015374
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IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Field Trips and Assemblies $9784
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Teacher Supply/Appreciation $5655
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt26th Grade Outdoor Ed. $5590
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Bookfair $4500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Yearbook $3735
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Classroom Technology $2500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Other school programs $2331
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Other admin exp $2154
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8All the Arts Program $1525
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Hawktoberfest $1240
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Accounting/Filing fees $1049
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Other programs $1048
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12School Events-dances., etc $260
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
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.8
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Expenses.12
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Other Expenses.13
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Jamie Velazquez
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Co-President
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-10-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Hermosa Drive Elementary PTA
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CA Congress of Parents & Teachers Inc
ReturnHeader/Filer/BusinessNameControlTxt0HERM
ReturnHeader/Filer/EIN0956205187
ReturnHeader/Filer/PhoneNum07144477720
ReturnHeader/Filer/USAddress/AddressLine1Txt0400 E Hermosa Dr
ReturnHeader/Filer/USAddress/CityNm0Fullerton
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092835
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0473963023
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Kathleen E Hetrick CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0519 S Basque Avenue
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Fullerton
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092833
ReturnHeader/PreparerPersonGrp/PhoneNum07148706380
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Kathleen E Hetrick
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02020-10-19T11:15:00-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$39,240
Liabilities
-
Net assets
$39,240
Revenue
$49,199
Expenses
$41,371
Net income
$7,828
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.86$0.86$0.68$1.02$0.35
2024Detailed filing. Detailed filing data is available for this year.$1.21$1.21$0.81$0.91$0.10
2023Detailed filing. Detailed filing data is available for this year.$1.31$1.31$0.76$0.39$0.37
2022Detailed filing. Detailed filing data is available for this year.$0.94$0.94$0.77$0.27$0.50
2021Detailed filing. Detailed filing data is available for this year.$0.44$0.44$0.23$0.18$0.05
2020Detailed filing. Detailed filing data is available for this year.$0.39$0.39$0.49$0.41$0.08
2019Detailed filing. Detailed filing data is available for this year.$0.31$0.31$0.85$0.76$0.09
2018Detailed filing. Detailed filing data is available for this year.$0.22$0.22$0.94$0.93$0.01
2017Detailed filing. Detailed filing data is available for this year.$0.21$0.21$1.06$1.07$0.02
2016Detailed filing. Detailed filing data is available for this year.$0.23$0.23$0.92$1.03$0.11
2015Detailed filing. Detailed filing data is available for this year.$0.34$0.34$0.82$0.83$0.01
2014Detailed filing. Detailed filing data is available for this year.$0.36$0.36$0.77$0.87$0.10
2013Summary only. Only limited summary data is available for this year.$0.46$0.00$0.81$0.90$0.10
2012Summary only. Only limited summary data is available for this year.$0.10$0.00$0.60$0.54$0.06