Civic Intelligence

Edison PTA

990EZ • Fiscal year 2022 • EIN 95-6206600

Jul 01, 2021 to Jun 30, 2022 • Filed on Nov 15, 2022

Organization ProfileN/A
2402 Virginia AveSanta Monica, CA 90404

(310) 600-1864

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Up

$95,093

Up $9,795 (+11%) from 2021

Net Assets

Up

$95,093

Up $9,795 (+11%) from 2021

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

Up

$53,786

Up $20,936 (+64%) from 2021

Expenses

Up

$43,991

Up $8,245 (+23%) from 2021

Net Income

Up

$9,795

Up $12,691 (+438%) from 2021

Historical Trend

Balance Sheet Trend

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

2022

Assets$95,093
Liabilities-
Net Assets$95,093
Open 2022 Filing

Operations Trend

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

2022

Revenue$53,786
Expenses$43,991
Net Income$9,795
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Nov 15, 2022
Return Version
2021v4.0
Gross Receipts
$69,977
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.-$11,509
Edison PTA sponsors misc programs, supplies, equipment, assemblies and field trips for students at Edison.-$11,509
Edison PTA sponsors community events and parent education for students and families at Edison School.-$11,509
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Judy Tobar LernerPresident-$0--
Christine ReardonVice President-$0--
Liz KokTreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Jog-a-thon$21,643$21,643$3,425$18,218
Spiritware$6,585$6,585-$6,585
Total Events$33,305$33,305$3,425$29,880
Filing and Contact Details

Filer

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

Signing Officer

Name
Judy Tobar Lerner
Title
President
Signed
2022-11-15
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.1002

“Office Expenses $1212”

Other Expenses.1

“Campus Monitors $19575”

Other Expenses.2

“Organizational Expenses $6252”

Other Expenses.3

“Teacher Reimbursements $5102”

Other Expenses.4

“Equip Service $4139”

Other Expenses.5

“Teacher/Staff Appreciation $2028”

Other Expenses.6

“Prior Year Expenses $1980”

Other Expenses.7

“COVID-19 Expense $1232”

Other Expenses.8

“After School Music $850”

Other Expenses.9

“Assemblies $825”

Other Expenses.10

“Welcome Picnic $488”

Other Expenses.11

“Scholarships $308”

Raw XML Appendix175 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/USAddress/CityNm0Santa Monica
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IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0904045204
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Judy Tobar Lerner
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Christine Reardon
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Liz Kok
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
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IRS990EZ/OtherExpensesTotalAmt043991
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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/ProgramServiceExpensesAmt011509
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt111509
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt211509
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
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IRS990EZ/SpecialEventsNetIncomeLossAmt034267
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
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IRS990EZ/TaxReimbursedByOrganizationAmt00
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IRS990EZ/TotalProgramServiceExpensesAmt034527
IRS990EZ/TotalRevenueAmt053786
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt019519
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt017439
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt021499
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt094017
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IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt017
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IRS990ScheduleA/PublicOrganization170Ind0X
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IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt019519
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IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt094017
IRS990ScheduleA/TotalSupportAmt094034
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IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Jog-a-thon
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Spiritware
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt05077
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IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt029880
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IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt03425
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $1212
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Campus Monitors $19575
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Organizational Expenses $6252
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Teacher Reimbursements $5102
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Equip Service $4139
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Teacher/Staff Appreciation $2028
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Prior Year Expenses $1980
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7COVID-19 Expense $1232
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8After School Music $850
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Assemblies $825
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Welcome Picnic $488
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Scholarships $308
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.4
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Expenses.11
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Judy Tobar Lerner
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-15
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
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SANTA MONICA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd090403
ReturnHeader/PreparerPersonGrp/PhoneNum03103940231
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOSH FARZAN CPA
ReturnHeader/ReturnTs02022-11-15T13:27:07-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Judy Tobar
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Lerner
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$95,093
Liabilities
-
Net assets
$95,093
Revenue
$53,786
Expenses
$43,991
Net income
$9,795
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