Civic Intelligence

Loyal H Barker School PTA

990EZ • Fiscal year 2024 • EIN 95-6206543

Jul 01, 2023 to Jun 30, 2024 • Filed on Oct 15, 2024

Organization Profile
12565 Springdale StGarden Grove, CA 92845

(714) 663-6164

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

56th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

57th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

40th percentile

-0.8%

Higher net margin than 40% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

46th percentile

-0.4%

Faster asset growth than 46% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

31st percentile

-13%

Faster revenue growth than 31% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets56th percentile

Assets

Down

$133,507

Down $502 (-0.4%) from 2023

Net Assets

Down

$133,507

Down $502 (-0.4%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin40th percentile

Revenue

Down

$61,289

Down $9,322 (-13%) from 2023

Expenses

Down

$61,791

Down $14,057 (-19%) from 2023

Net Income

Up

-$502

Up $4,735 (+90%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth46th percentile

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

$150K$100K$50K$0Assets 2011: $15,633Liabilities 2011: $02011Assets 2012: $1Liabilities 2012: $02012Assets 2013: $13,293Liabilities 2013: $02013Assets 2014: $19,964Liabilities 2014: $02014Assets 2015: $9,431Liabilities 2015: $02015Assets 2016: $14,030Liabilities 2016: $02016Assets 2017: $18,259Liabilities 2017: $02017Assets 2018: $19,784Liabilities 2018: $02018Assets 2019: $30,036Liabilities 2019: $0Net Assets 2019: $30,0362019Assets 2020: $31,501Liabilities 2020: $0Net Assets 2020: $31,5012020Assets 2021: $59,865Liabilities 2021: $0Net Assets 2021: $59,8652021Assets 2022: $49,527Liabilities 2022: $0Net Assets 2022: $49,5272022Assets 2023: $134,009Liabilities 2023: $0Net Assets 2023: $134,0092023Assets 2024: $133,507Liabilities 2024: $0Net Assets 2024: $133,5072024Assets 2025: $135,215Liabilities 2025: $0Net Assets 2025: $135,2152025

Highlighted filing

2024

Assets$133,507
Liabilities$0
Net Assets$133,507
Open 2024 Filing

Operations Trend

Revenue Growth31st percentile

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

$100K$50K$0-$50KRevenue 2011: $52,056Expenses 2011: $52,552Net Income 2011: -$4962011Revenue 2012: $36,107Expenses 2012: $41,235Net Income 2012: -$5,1282012Revenue 2013: $34,849Expenses 2013: $32,061Net Income 2013: $2,7882013Revenue 2014: $33,894Expenses 2014: $27,223Net Income 2014: $6,6712014Revenue 2015: $36,011Expenses 2015: $46,544Net Income 2015: -$10,5332015Revenue 2016: $38,895Expenses 2016: $34,296Net Income 2016: $4,5992016Revenue 2017: $46,218Expenses 2017: $41,989Net Income 2017: $4,2292017Revenue 2018: $65,055Expenses 2018: $63,530Net Income 2018: $1,5252018Revenue 2019: $73,857Expenses 2019: $63,868Net Income 2019: $9,9892019Revenue 2020: $57,864Expenses 2020: $56,399Net Income 2020: $1,4652020Revenue 2021: $44,691Expenses 2021: $16,327Net Income 2021: $28,3642021Revenue 2022: $58,426Expenses 2022: $68,764Net Income 2022: -$10,3382022Revenue 2023: $70,611Expenses 2023: $75,848Net Income 2023: -$5,2372023Revenue 2024: $61,289Expenses 2024: $61,791Net Income 2024: -$5022024Revenue 2025: $57,553Expenses 2025: $55,845Net Income 2025: $1,7082025

Highlighted filing

2024

Revenue$61,289
Expenses$61,791
Net Income-$502
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Oct 15, 2024
Return Version
2023v5.1
Gross Receipts
$99,943
Mission and Program Overview

Mission

Student support and enrichment

Program Services

DescriptionGrantsExpenses
STUDENT SUPPORT AND ENRICHMENT-$53,296
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CYNTHIA TSUSHIMAPresidentPT$0--
MIRNA YURIARTreasurerPT$0--
LESLIE BLEDLVice PresidentPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Jog a Thon$72,757$72,757$31,157$41,600
Fall Fundras$11,014$11,014-$11,014
Total Events$83,771$83,771$31,157$52,614
Filing and Contact Details

Filer

Filer Name
Loyal H Barker School Pta
EIN
95-6206543
Address
12565 SPRINGDALE ST, GARDEN GROVE, CA 92845

Signing Officer

Name
Cynthia Tsushima
Title
Treasurer
Phone
7146636164
Signed
2024-10-15
Discuss with paid preparer
Yes

Preparer

Firm
Maughan & Maughan-holloway
Address
12812 VALLEY VIEW ST SUITE 12, Garden Grove, CA 92845
Preparer
Michelle Maughan-holloway
Phone
7143790000
Supplemental Narrative

Additional Explanations

List of grants and similar amounts paid Part I line 10

“Activity school enrichment grantee loyal barker students relationship students of the school amount 53,296”

Description of other expenses Part I line 16

“Description amounthospitality 1,001admin expenses 933library expenses 5,264insurance 282supplies 815”

Raw XML Appendix152 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0CYNTHIA TSUSHIMA
IRS990EZ/BooksInCareOfDetail/PhoneNum07146636164
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt012565 SPRINGDALE ST
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0GARDEN GROVE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092845
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0134009
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0133507
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt01692
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-502
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0200
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0134009
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0133507
IRS990EZ/FundraisingGrossIncomeAmt097533
IRS990EZ/GrantsAndSimilarAmountsPaidAmt053296
IRS990EZ/GrossReceiptsAmt099943
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0718
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0134009
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0133507
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0134009
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0133507
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt08.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt112.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt28.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0CYNTHIA TSUSHIMA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MIRNA YURIAR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2LESLIE BLEDL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VICE PRESIDENT
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt08295
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0STUDENT SUPPORT AND ENRICHMENT
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0STUDENT SUPPORT AND ENRICHMENT
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt053296
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt038654
IRS990EZ/SpecialEventsNetIncomeLossAmt058879
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt061791
IRS990EZ/TotalProgramServiceExpensesAmt053296
IRS990EZ/TotalRevenueAmt061289
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt02410
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt05122
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt04781
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt04446
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt05284
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt022043
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt022043
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt02410
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt05122
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt04781
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt04446
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt05284
IRS990ScheduleA/Total509Grp/TotalAmt022043
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt02410
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt05122
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt04781
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt04446
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt05284
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt022043
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt031157
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0FALL FUNDRAS
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0JOG A THON
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt011014
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt072757
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt083771
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt011014
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt072757
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt083771
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt052614
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt031157
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt031157
IRS990ScheduleG/LicensedStatesCd0CA
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ACTIVITY SCHOOL ENRICHMENT GRANTEE LOYAL BARKER STUDENTS RELATIONSHIP STUDENTS OF THE SCHOOL AMOUNT 53,296
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION AMOUNTHOSPITALITY 1,001ADMIN EXPENSES 933LIBRARY EXPENSES 5,264INSURANCE 282SUPPLIES 815
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0List of grants and similar amounts paid Part I line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CYNTHIA TSUSHIMA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07146636164
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-10-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LOYAL H BARKER SCHOOL PTA
ReturnHeader/Filer/BusinessNameControlTxt0LOYA
ReturnHeader/Filer/EIN0956206543
ReturnHeader/Filer/USAddress/AddressLine1Txt012565 SPRINGDALE ST
ReturnHeader/Filer/USAddress/CityNm0GARDEN GROVE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092845
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0421648508
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MAUGHAN & MAUGHAN-HOLLOWAY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt012812 VALLEY VIEW ST SUITE 12
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Garden Grove
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092845
ReturnHeader/PreparerPersonGrp/PhoneNum07143790000
ReturnHeader/PreparerPersonGrp/PreparationDt02024-10-22
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHELLE MAUGHAN-HOLLOWAY
ReturnHeader/ReturnTs02024-10-22T16:46:47-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$133,507
Liabilities
$0
Net assets
$133,507
Revenue
$61,289
Expenses
$61,791
Net income
-$502
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.35$0.00$1.35$0.58$0.56$0.02
2024Detailed filing. Detailed filing data is available for this year.$1.34$0.00$1.34$0.61$0.62$0.01
2023Detailed filing. Detailed filing data is available for this year.$1.34$0.00$1.34$0.71$0.76$0.05
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.50$0.00$0.50$0.58$0.69$0.10
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.60$0.00$0.60$0.45$0.16$0.28
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.32$0.00$0.32$0.58$0.56$0.01
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.30$0.00$0.30$0.74$0.64$0.10
2018Summary only. Only limited summary data is available for this year.$0.20$0.00$0.65$0.64$0.02
2017Summary only. Only limited summary data is available for this year.$0.18$0.00$0.46$0.42$0.04
2016Summary only. Only limited summary data is available for this year.$0.14$0.00$0.39$0.34$0.05
2015Summary only. Only limited summary data is available for this year.$0.09$0.00$0.36$0.47$0.11
2014Summary only. Only limited summary data is available for this year.$0.20$0.00$0.34$0.27$0.07
2013Summary only. Only limited summary data is available for this year.$0.13$0.00$0.35$0.32$0.03
2012Summary only. Only limited summary data is available for this year.$0.00$0.00$0.36$0.41$0.05
2011Summary only. Only limited summary data is available for this year.$0.16$0.00$0.52$0.53$0.00