Civic Intelligence

Edison PTA

990EZ • Fiscal year 2024 • EIN 95-6206600

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

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

$124,846

Up $21,816 (+21%) from 2023

Net Assets

Up

$124,846

Up $21,816 (+21%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

Up

$96,077

Up $35,897 (+60%) from 2023

Expenses

Up

$74,373

Up $22,130 (+42%) from 2023

Net Income

Up

$21,704

Up $13,767 (+173%) from 2023

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

2024

Assets$124,846
Liabilities-
Net Assets$124,846
Open 2024 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

2024

Revenue$96,077
Expenses$74,373
Net Income$21,704
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Nov 15, 2024
Return Version
2023v5.1
Gross Receipts
$158,145
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.-$64,729
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

Employees

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

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Jog-a-thon$44,317$44,317$403$43,914
5th Grade$28,859$28,859$38,555$-9,696
Total Events$105,518$105,518$59,146$46,372
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
2024-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Farzan & Farzan an Accountancy Corp
Address
16000 VENTURA BLVD SUITE 500, ENCINO, CA 91436
Preparer
Josh Farzan CPA
Phone
3103940231
Supplemental Narrative

Additional Explanations

Other Expenses.1002

“Office Expenses $1188”

Other Expenses.1

“Online Learning $18528”

Other Expenses.2

“Equip Service $15973”

Other Expenses.3

“Organizational Expenses $8456”

Other Expenses.4

“Teacher Reimbursements $7081”

Other Expenses.5

“Field Trips $7061”

Other Expenses.6

“Assemblies $6223”

Other Expenses.7

“Grant Expense $3000”

Other Expenses.8

“Teacher/Staff Appreciation $2301”

Other Expenses.9

“Scholarships $2293”

Other Expenses.10

“After School Music $600”

Other Expenses.11

“Directory $550”

Other Expenses.12

“Health & Safety $397”

Other Expenses.13

“Library $333”

Other Expenses.14

“Campus Monitors $138”

Other Expenses.15

“School Beautification $123”

Other Expenses.16

“Summer Programming $76”

Other Expenses.17

“Reflections $52”

Raw XML Appendix182 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
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Santa Monica
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0904045204
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0103030
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
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IRS990EZ/OtherExpensesTotalAmt074373
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/ProgramServiceExpensesAmt064729
IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/ScheduleBNotRequiredInd0X
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IRS990EZ/SpecialEventsDirectExpensesAmt062068
IRS990EZ/SpecialEventsNetIncomeLossAmt056286
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt074373
IRS990EZ/TotalProgramServiceExpensesAmt064729
IRS990EZ/TotalRevenueAmt096077
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt039791
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt019667
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt019519
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt017439
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt021499
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0117915
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
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IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt039791
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt021499
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0117915
IRS990ScheduleA/TotalSupportAmt0117915
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt059146
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Jog-a-thon
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm05th Grade
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt044317
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt028859
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt032342
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0105518
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt046372
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt020188
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IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt0403
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IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt03
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $1188
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Online Learning $18528
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Equip Service $15973
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Organizational Expenses $8456
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Teacher Reimbursements $7081
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Field Trips $7061
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Assemblies $6223
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Grant Expense $3000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Teacher/Staff Appreciation $2301
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Scholarships $2293
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10After School Music $600
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Directory $550
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Health & Safety $397
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Library $333
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14Campus Monitors $138
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15School Beautification $123
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16Summer Programming $76
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17Reflections $52
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
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.6
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Expenses.11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Other Expenses.12
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Other Expenses.13
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Other Expenses.14
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Other Expenses.15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc16Other Expenses.16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc17Other Expenses.17
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Kimberly Bartholomew
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-15
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 AN ACCOUNTANCY CORP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt016000 VENTURA BLVD SUITE 500
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ENCINO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd091436
ReturnHeader/PreparerPersonGrp/PhoneNum03103940231
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOSH FARZAN CPA
ReturnHeader/ReturnTs02024-11-15T17:20:57-08:00
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
$124,846
Liabilities
-
Net assets
$124,846
Revenue
$96,077
Expenses
$74,373
Net income
$21,704
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