Civic Intelligence

Edison PTA

990EZ • Fiscal year 2023 • EIN 95-6206600

Jul 01, 2022 to Jun 30, 2023 • Filed on Nov 15, 2023

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 2023

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2023

Net Margin

67th percentile

13%

Higher net margin than 67% of similar nonprofits.

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

Top Officer Pay

88th percentile

$0

Higher top officer pay than 88% 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

62nd percentile

8.3%

Faster asset growth than 62% of similar nonprofits.

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

Revenue Growth

58th percentile

12%

Faster revenue growth than 58% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$103,030

Up $7,937 (+8.3%) from 2022

Net Assets

Up

$103,030

Up $7,937 (+8.3%) from 2022

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin67th percentile

Revenue

Up

$60,180

Up $6,394 (+12%) from 2022

Expenses

Up

$52,243

Up $8,252 (+19%) from 2022

Net Income

Down

$7,937

Down $1,858 (-19%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth62nd 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

2023

Assets$103,030
Liabilities-
Net Assets$103,030
Open 2023 Filing

Operations Trend

Revenue Growth58th 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

2023

Revenue$60,180
Expenses$52,243
Net Income$7,937
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Nov 15, 2023
Return Version
2022v5.0
Gross Receipts
$119,323
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 misc programs, supplies, equipment, assemblies and field trips for students at Edison.-$12,089
Edison PTA sponsors community events and parent education for students and families at Edison School.-$12,089
Edison PTA sponsors personnel for summer school, academic enrichment, music, art and theatre at Edison for students.-$12,088
Compensation and Service Providers
Top Officer Pay88th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kimberly BartholomewPresident-$0--
Judy Tobar LernerVice President-$0--
Yuka YoshinoTreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
5th Grade$38,457$38,457$40,465$-2,008
Jog-a-thon$24,841$24,841$3,497$21,344
Total Events$76,586$76,586$57,070$19,516
Filing and Contact Details

Filer

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

Signing Officer

Name
Kimberly Bartholomew
Title
President
Signed
2023-11-15
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 $15360”

Other Expenses.2

“Prior Year Expenses $9585”

Other Expenses.3

“Teacher Reimbursements $6551”

Other Expenses.4

“Organizational Expenses $6392”

Other Expenses.5

“Assemblies $5070”

Other Expenses.6

“Teacher/Staff Appreciation $3324”

Other Expenses.7

“Field Trips $2170”

Other Expenses.8

“Scholarships $1498”

Other Expenses.9

“Equip Service $612”

Other Expenses.10

“Edible Garden $541”

Other Expenses.11

“Directory $450”

Other Expenses.12

“Summer Programming $380”

Other Expenses.13

“Maestra Marta $195”

Other Expenses.14

“Health & Safety $115”

Raw XML Appendix181 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
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IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt02402 Virginia Ave
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Santa Monica
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0904045204
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt095093
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0103030
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IRS990EZ/ContributionsGiftsGrantsEtcAmt019667
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt07937
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
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IRS990EZ/InfoInScheduleOPartIInd0X
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IRS990EZ/MadeLoansToFromOfficersInd0false
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Kimberly Bartholomew
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Judy Tobar Lerner
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Yuka Yoshino
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt052243
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
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/ProgramServiceExpensesAmt012088
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt112089
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt212089
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt059143
IRS990EZ/SpecialEventsNetIncomeLossAmt040513
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt052243
IRS990EZ/TotalProgramServiceExpensesAmt036266
IRS990EZ/TotalRevenueAmt060180
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt019667
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt019519
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt017439
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt021499
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt014550
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt092674
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportPY170Pct00.99980
IRS990ScheduleA/PublicSupportTotal170Amt092674
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt019667
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt017439
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt021499
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt014550
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt092674
IRS990ScheduleA/TotalSupportAmt092674
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt057070
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm05th Grade
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Jog-a-thon
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt038457
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt024841
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt013288
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt076586
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt038457
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt024841
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt013288
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt076586
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt019516
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt013108
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt057070
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt040465
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt03497
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt02
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Campus Monitors $15360
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Prior Year Expenses $9585
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Teacher Reimbursements $6551
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Organizational Expenses $6392
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Assemblies $5070
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Teacher/Staff Appreciation $3324
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Field Trips $2170
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Scholarships $1498
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Equip Service $612
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Edible Garden $541
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Directory $450
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Summer Programming $380
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Maestra Marta $195
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Health & Safety $115
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
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/PersonNm0Kimberly Bartholomew
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-15
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/IRSResponsiblePrtyInfoCurrInd0true
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/ReturnTs02023-11-15T21:42:37-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Kimberly
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Bartholomew
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$103,030
Liabilities
-
Net assets
$103,030
Revenue
$60,180
Expenses
$52,243
Net income
$7,937
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