Civic Intelligence

Hermosa Drive Elementary PTA Ca Congress of Parents & Teachers Inc

990EZ • Fiscal year 2023 • EIN 95-6205187

Jul 01, 2022 to Jun 30, 2023 • Filed on Sep 23, 2023

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 2023

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2023

Net Margin

90th percentile

48%

Higher net margin than 90% of similar nonprofits.

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

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% 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

82nd percentile

39%

Faster asset growth than 82% of similar nonprofits.

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

Revenue Growth

42nd percentile

-1.5%

Faster revenue growth than 42% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$130,938

Up $36,531 (+39%) from 2022

Net Assets

Up

$130,938

Up $36,531 (+39%) from 2022

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin90th percentile

Revenue

Down

$75,915

Down $1,167 (-1.5%) from 2022

Expenses

Up

$39,384

Up $12,580 (+47%) from 2022

Net Income

Down

$36,531

Down $13,747 (-27%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth82nd 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

2023

Assets$130,938
Liabilities-
Net Assets$130,938
Open 2023 Filing

Operations Trend

Revenue Growth42nd 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

2023

Revenue$75,915
Expenses$39,384
Net Income$36,531
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Sep 23, 2023
Return Version
2022v5.0
Gross Receipts
$82,825
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.-$19,139
Facilitate opportunities to enhance the school, family and community experience through school events, bookfair, spirit wear, yearbook and other family events.-$10,348
Provide educational programs for arts and reading programs as well as funds for teacher supplies, and hospitality along with other school programs.-$6,658
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Nancy Heredia GastelumPresidentPT$0--
Briana HartmanExec VP-$0--
Kevin SimonTreasurer-$0--
Urvika GuptaFinancial Secy-$0--
Araceli HernandezSecretary-$0--
Rachael NixonAuditor-$0--
Elizabeth HendricksVP Programs-$0--
Jennifer OxenParliamentarian-$0--
Jackie LynchHistorian-$0--
Jennifer TaylorFundraising-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Jog-a-thon$21,105$21,105$1,240$19,865
Spring Fundraiser (Adult Evening)$20,202$20,202$4,496$15,706
Total Events$55,359$55,359$6,910$48,449
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
Nancy Heredia Gastelum
Title
President
Signed
2023-09-23
Discuss with paid preparer
Yes

Preparer

Firm
Lisa L Coryell CPA
Address
3770 Black Pine, Yorba Linda, CA 92886
Preparer
Lisa L Coryell CPA
Phone
7147450100
Supplemental Narrative

Additional Explanations

Other Expenses.1

“6th Grade Programs $12569”

Other Expenses.2

“Field Trips / Assemblies $6073”

Other Expenses.3

“School Events-Plan, Dance, etc $4241”

Other Expenses.4

“Teacher Supplies/Appreciation $4067”

Other Expenses.5

“Bookfair $2275”

Other Expenses.6

“Other Misc Programs $1846”

Other Expenses.7

“Hawktoberfest $1785”

Other Expenses.8

“All the Arts $825”

Other Expenses.9

“Other Program Exp $795”

Other Expenses.10

“PTA General exp $776”

Other Expenses.11

“Council Scholarships/Support $740”

Other Expenses.12

“Hospitality $740”

Other Expenses.13

“Accounting $725”

Other Expenses.14

“Honorary Service Award $676”

Other Expenses.15

“5th grade Riley's Farm Exc $497”

Other Expenses.16

“Insurance $272”

Other Expenses.17

“Gifts to School $231”

Other Expenses.18

“Spiritwear $201”

Other Expenses.19

“Tax Filing Fees $50”

Raw XML Appendix251 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt06th Grade Programs $12569
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Field Trips / Assemblies $6073
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2School Events-Plan, Dance, etc $4241
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Teacher Supplies/Appreciation $4067
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Bookfair $2275
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Other Misc Programs $1846
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Hawktoberfest $1785
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7All the Arts $825
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Other Program Exp $795
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9PTA General exp $776
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Council Scholarships/Support $740
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Hospitality $740
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Accounting $725
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Honorary Service Award $676
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt145th grade Riley's Farm Exc $497
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15Insurance $272
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16Gifts to School $231
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17Spiritwear $201
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt18Tax Filing Fees $50
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
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Expenses.12
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Other Expenses.13
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Other Expenses.14
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Other Expenses.15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Other Expenses.16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc16Other Expenses.17
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc17Other Expenses.18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc18Other Expenses.19
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/PersonNm0Nancy Heredia Gastelum
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-09-23
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/PreparerFirmEIN0844521491
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Lisa L Coryell CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03770 Black Pine
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Yorba Linda
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092886
ReturnHeader/PreparerPersonGrp/PhoneNum07147450100
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Lisa L Coryell CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02023-09-23T16:05:32-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Nancy Heredia
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Gastelum
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

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Filings

Displayed year

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

Open filing
Assets
$130,938
Liabilities
-
Net assets
$130,938
Revenue
$75,915
Expenses
$39,384
Net income
$36,531
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