Civic Intelligence

PTA Hermosa Drive Elementary

EIN 95-6205187 • 501(c)3 • Fullerton, CA

Profile

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.

400 E Hermosa DrFullerton, CA 92835

fsd.k12.ca.us/hermosa/pta.html

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2025

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2025

Net Margin

14th percentile

-51%

Higher net margin than 14% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2025

Asset Growth

31st percentile

-19%

Faster asset growth than 31% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2025

Revenue Growth

44th percentile

-5.6%

Faster revenue growth than 44% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2025

Assets

Down

$86,101

Down $34,803 (-29%) from 2024

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$86,101

Down $34,803 (-29%) from 2024

Revenue

Down

$67,640

Down $13,463 (-17%) from 2024

Expenses

Up

$102,443

Up $11,306 (+12%) from 2024

Net Income

Down

-$34,803

Down $24,769 (-247%) from 2024

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$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

2025

Assets$86,101
Liabilities-
Net Assets$86,101

Operations Trend

Revenue, expenses, and net income by year, with the latest 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

2025

Revenue$67,640
Expenses$102,443
Net Income-$34,803

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Oct 30, 2025
Return Version
2024v5.2
Gross Receipts
$77,299
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
Facilitate opportunities to enhance the school with gifts to school, family and community experience through school events, bookfair, spirit wear, yearbook and other family events.-$73,143
Provide educational programs for arts and reading programs as well as funds for teacher supplies, and hospitality along with other school programs.-$19,245
Support programs for expanded educational opportunities in the form of field trips and assemblies and outdoor education.-$6,360
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jazmin BarkerPresidentPT$0--
Jennifer GonzalesExec VP-$0--
Briana HartmanTreasurer-$0--
Nancy HerediaFinancial Secy-$0--
Brenda PriceSecretary-$0--
Rachael NixonAuditor-$0--
Jackie LynchVP Programs-$0--
Urvika GuptaParliamentarian-$0--
Ashley RoseHistorian-$0--
Elizabeth HendricksFundraising-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Spring Fundraiser (Adult Evening)$24,555$24,555$4,566$19,989
Jog-a-thon$22,197$22,197$1,813$20,384
Total Events$53,272$53,272$9,659$43,613
Filing and Contact Details

Filer

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

Signing Officer

Name
Amy Dudich
Title
Current Treasurer
Signed
2025-10-30
Discuss with paid preparer
Yes

Preparer

Firm
Stamos & Stamos CPA
Address
3111 N Tustin St Ste 230, Orange, CA 92865
Preparer
Chris Stamos
Phone
7149980311
Supplemental Narrative

Additional Explanations

Other Expenses.1007

Conferences, Conventions, and Meetings $235

Other Expenses.1012

Insurance $288

Other Expenses.1

Gift to School $58822

Other Expenses.2

Programs off site $7069

Other Expenses.3

6th Grade Outdoor ed /promo $6343

Other Expenses.4

Yearbook Expense $4622

Other Expenses.5

classroom supplies $4350

Other Expenses.6

Programs on site $4275

Other Expenses.7

The Daughter Event $2561

Other Expenses.8

The Son Event $2091

Other Expenses.9

STAFF APPRECIATION $1774

Other Expenses.10

Hawktoberfest $1721

Other Expenses.11

Donuts with Dear One $849

Other Expenses.12

All the Arts $825

Other Expenses.13

Holiday Event $823

Other Expenses.14

Honorary service awards $758

Other Expenses.16

Bookfair expense $523

Other Expenses.17

Ice Cream Social $493

Other Expenses.18

MEETINGS $465

Other Expenses.19

PE Equipment $399

Other Expenses.20

6th Grade Promotion $320

Other Expenses.21

ROOM PARENT $260

Other Expenses.22

PTA Council Luncheons $220

Other Expenses.23

Charitable Contribution $203

Other Expenses.24

President's Expense $201

Other Expenses.25

All AbilitiesMonth $196

Other Expenses.26

SOFTWARE $184

Other Expenses.27

ROOM PARENT $153

Other Expenses.28

Read Across America $150

Other Expenses.29

Testing Snacks $144

Other Expenses.30

Welcome Coffee $120

Other Expenses.31

Membership Expense $63

Other Expenses.32

Laminating $22

Other Expenses.33

RED RIBBON WEEK $17

Other Expenses.34

rounding $3

Other Assets.1010

Inventories - Beginning $75 Inventories - Ending $217

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Programs on site $4275
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc33Other Expenses.33
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc34Other Expenses.34
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc35Other Assets.1010
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Amy Dudich
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Current Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-10-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA Hermosa Drive Elementary
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CA Congress of Parents & Teachers Inc
ReturnHeader/Filer/BusinessNameControlTxt0PTAH
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/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0861097025
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Stamos & Stamos CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03111 N Tustin St Ste 230
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Orange
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092865
ReturnHeader/PreparerPersonGrp/PhoneNum07149980311
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CHRIS STAMOS
ReturnHeader/ReturnTs02025-10-30T14:31:03-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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