Civic Intelligence

Edison PTA

990EZ • Fiscal year 2021 • EIN 95-6206600

Jul 01, 2020 to Jun 30, 2021 • Filed on Nov 15, 2021

Organization ProfileN/A
2402 Virginia AveSanta Monica, CA 90404

(310) 600-1864

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 2021

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2021

Net Margin

25th percentile

-8.8%

Higher net margin than 25% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2021

Asset Growth

40th percentile

-0.0%

Faster asset growth than 40% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

21st percentile

-40%

Faster revenue growth than 21% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$85,298

Down $4 (-0.0%) from 2020

Net Assets

Down

$85,298

Down $4 (-0.0%) from 2020

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin25th percentile

Revenue

Down

$32,850

Down $21,971 (-40%) from 2020

Expenses

Down

$35,746

Down $24,323 (-40%) from 2020

Net Income

Up

-$2,896

Up $2,352 (+45%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth40th percentile

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

$150K$100K$50K$0Assets 2012: $99,673Liabilities 2012: $02012Assets 2013: $134,970Liabilities 2013: $22,280Net Assets 2013: $112,6902013Assets 2014: $132,182Net Assets 2014: $132,1822014Assets 2015: $117,183Net Assets 2015: $117,1832015Assets 2016: $95,645Net Assets 2016: $95,6452016Assets 2017: $115,197Net Assets 2017: $115,1972017Assets 2018: $114,032Net Assets 2018: $114,0322018Assets 2019: $90,550Net Assets 2019: $90,5502019Assets 2020: $85,302Net Assets 2020: $85,3022020Assets 2021: $85,298Net Assets 2021: $85,2982021Assets 2022: $95,093Net Assets 2022: $95,0932022Assets 2023: $103,030Net Assets 2023: $103,0302023Assets 2024: $124,846Net Assets 2024: $124,8462024Assets 2025: $136,800Net Assets 2025: $136,8002025

Highlighted filing

2021

Assets$85,298
Liabilities-
Net Assets$85,298
Open 2021 Filing

Operations Trend

Revenue Growth21st percentile

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

$200K$100K$0-$100KRevenue 2012: $182,137Expenses 2012: $178,471Net Income 2012: $3,6662012Revenue 2013: $141,493Expenses 2013: $128,476Net Income 2013: $13,0172013Revenue 2014: $130,713Expenses 2014: $111,221Net Income 2014: $19,4922014Revenue 2015: $96,029Expenses 2015: $111,028Net Income 2015: -$14,9992015Revenue 2016: $77,588Expenses 2016: $88,392Net Income 2016: -$10,8042016Revenue 2017: $86,273Expenses 2017: $66,721Net Income 2017: $19,5522017Revenue 2018: $81,342Expenses 2018: $82,527Net Income 2018: -$1,1852018Revenue 2019: $79,799Expenses 2019: $103,105Net Income 2019: -$23,3062019Revenue 2020: $54,821Expenses 2020: $60,069Net Income 2020: -$5,2482020Revenue 2021: $32,850Expenses 2021: $35,746Net Income 2021: -$2,8962021Revenue 2022: $53,786Expenses 2022: $43,991Net Income 2022: $9,7952022Revenue 2023: $60,180Expenses 2023: $52,243Net Income 2023: $7,9372023Revenue 2024: $96,077Expenses 2024: $74,373Net Income 2024: $21,7042024Revenue 2025: $75,098Expenses 2025: $63,144Net Income 2025: $11,9542025

Highlighted filing

2021

Revenue$32,850
Expenses$35,746
Net Income-$2,896
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Nov 15, 2021
Return Version
2020v4.0
Gross Receipts
$37,535
Mission and Program Overview

Mission

The pta's primary purpose is to encourage parent, teacher and student interaction and communication. In addition, the pta financially supports some educational activites of the school.

Program Services

DescriptionGrantsExpenses
Edison PTA sponsors personnel for summer school, academic enrichment, music, art and theatre at Edison for students.$31,183-
Edison PTA sponsors misc programs, supplies, equipment, assemblies and field trips for students at Edison.--
Edison PTA sponsors community events and parent education for students and families at Edison School.--
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
Judy Tobar LernerPresident-$0--
Heidi Vega-AimonettiVice President-$0--
Liz KokTreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Jog-a-thon$13,647$13,647$1,579$12,068
Total Events$13,647$13,647$1,579$12,068
Filing and Contact Details

Filer

Filer Name
Edison PTA
EIN
95-6206600
Address
2402 Virginia Ave, Santa Monica, CA 90404

Signing Officer

Name
Elizabeth Garcia
Title
President
Signed
2021-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Farzan & Farzan Aac
Address
2001 WILSHIRE BLVD SUITE 270, SANTA MONICA, CA 90403
Preparer
Josh Farzan CPA
Phone
3103940231
Supplemental Narrative

Additional Explanations

Other Expenses.1

“Campus Monitors $10401”

Other Expenses.2

“Teacher Reimbursements $5154”

Other Expenses.3

“Organizational Expenses $4563”

Other Expenses.4

“COVID-19 Expense $4363”

Other Expenses.5

“After School Music $4200”

Other Expenses.6

“COVID-19 Fund $1750”

Other Expenses.7

“Equip Service $1117”

Other Expenses.8

“Scholarships $1114”

Other Expenses.9

“District Bill $929”

Other Expenses.10

“Teacher/Staff Appreciation $831”

Other Expenses.11

“Edible Garden $502”

Other Expenses.12

“Directory $450”

Other Expenses.13

“Field Trips $300”

Other Expenses.14

“Reflections $72”

Raw XML Appendix173 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/BooksInCareOfDetail/PhoneNum03106001864
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt02402 Virginia Ave
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Santa Monica
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0904045204
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt085302
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Judy Tobar Lerner
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Liz Kok
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt02892
IRS990EZ/OtherExpensesTotalAmt035746
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IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0THE PTA'S PRIMARY PURPOSE IS TO ENCOURAGE PARENT, TEACHER AND STUDENT INTERACTION AND COMMUNICATION. IN ADDITION, THE PTA FINANCIALLY SUPPORTS SOME EDUCATIONAL ACTIVITES OF THE SCHOOL.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Edison PTA sponsors personnel for summer school, academic enrichment, music, art and theatre at Edison for students.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Edison PTA sponsors misc programs, supplies, equipment, assemblies and field trips for students at Edison.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Edison PTA sponsors community events and parent education for students and families at Edison School.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt031183
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt04685
IRS990EZ/SpecialEventsNetIncomeLossAmt015411
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt035746
IRS990EZ/TotalProgramServiceExpensesAmt031183
IRS990EZ/TotalRevenueAmt032850
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt017439
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt021499
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt014550
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt021010
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt028939
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0103437
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt017
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0285
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0302
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99710
IRS990ScheduleA/PublicSupportPY170Pct00.99430
IRS990ScheduleA/PublicSupportTotal170Amt0103437
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt017439
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt021499
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt028939
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0103437
IRS990ScheduleA/TotalSupportAmt0103739
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt013647
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt013647
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt012068
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt01579
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt01579
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Campus Monitors $10401
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Teacher Reimbursements $5154
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Organizational Expenses $4563
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3COVID-19 Expense $4363
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4After School Music $4200
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5COVID-19 Fund $1750
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Equip Service $1117
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Scholarships $1114
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8District Bill $929
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Teacher/Staff Appreciation $831
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Edible Garden $502
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Directory $450
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Field Trips $300
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Reflections $72
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
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Elizabeth Garcia
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Edison PTA
ReturnHeader/Filer/BusinessNameControlTxt0EDIS
ReturnHeader/Filer/EIN0956206600
ReturnHeader/Filer/USAddress/AddressLine1Txt02402 Virginia Ave
ReturnHeader/Filer/USAddress/CityNm0Santa Monica
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd090404
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0454629486
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0FARZAN & FARZAN AAC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02001 WILSHIRE BLVD SUITE 270
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SANTA MONICA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd090403
ReturnHeader/PreparerPersonGrp/PhoneNum03103940231
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOSH FARZAN CPA
ReturnHeader/ReturnTs02021-11-15T16:48:39-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Elizabeth
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Garcia
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$85,298
Liabilities
-
Net assets
$85,298
Revenue
$32,850
Expenses
$35,746
Net income
-$2,896
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.37$1.37$0.75$0.63$0.12
2024Detailed filing. Detailed filing data is available for this year.$1.25$1.25$0.96$0.74$0.22
2023Detailed filing. Detailed filing data is available for this year.$1.03$1.03$0.60$0.52$0.08
2022Detailed filing. Detailed filing data is available for this year.$0.95$0.95$0.54$0.44$0.10
2021Detailed filing. Detailed filing data is available for this year.$0.85$0.85$0.33$0.36$0.03
2020Detailed filing. Detailed filing data is available for this year.$0.85$0.85$0.55$0.60$0.05
2019Detailed filing. Detailed filing data is available for this year.$0.91$0.91$0.80$1.03$0.23
2018Detailed filing. Detailed filing data is available for this year.$1.14$1.14$0.81$0.83$0.01
2017Detailed filing. Detailed filing data is available for this year.$1.15$1.15$0.86$0.67$0.20
2016Detailed filing. Detailed filing data is available for this year.$0.96$0.96$0.78$0.88$0.11
2015Detailed filing. Detailed filing data is available for this year.$1.17$1.17$0.96$1.11$0.15
2014Detailed filing. Detailed filing data is available for this year.$1.32$1.32$1.31$1.11$0.19
2013Summary only. Only limited summary data is available for this year.$1.35$0.22$1.13$1.41$1.28$0.13
2012Summary only. Only limited summary data is available for this year.$1.00$0.00$1.82$1.78$0.04