Civic Intelligence

Van Buren Elementary PTA

990EZ • Fiscal year 2020 • EIN 95-6206662

Jul 01, 2019 to Jun 30, 2020 • Filed on Nov 16, 2020

1245 N Van Buren StreetPlacentia, CA 92870

(714) 986-7100

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 2020

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2020

Net Margin

76th percentile

27%

Higher net margin than 76% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

90th percentile

122%

Faster asset growth than 90% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

51st percentile

-13%

Faster revenue growth than 51% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Assets

Up

$41,071

Up $22,538 (+122%) from 2019

Net Assets

Up

$41,071

Up $22,538 (+122%) from 2019

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$84,509

Down $12,377 (-13%) from 2019

Expenses

Down

$61,971

Down $35,235 (-36%) from 2019

Net Income

Up

$22,538

Up $22,858 (+7143%) from 2019

Historical Trend

Balance Sheet Trend

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

$80K$60K$40K$20K$0-$20KAssets 2011: $46,937Liabilities 2011: $02011Assets 2012: $45,791Liabilities 2012: $02012Assets 2013: $49,616Liabilities 2013: $02013Assets 2014: $30,905Liabilities 2014: $02014Assets 2015: -$570Liabilities 2015: $02015Assets 2016: $17,486Liabilities 2016: $02016Assets 2017: $18,043Liabilities 2017: $02017Assets 2018: $18,853Liabilities 2018: $02018Assets 2019: $18,533Net Assets 2019: $18,5332019Assets 2020: $41,071Net Assets 2020: $41,0712020Assets 2021: $30,750Net Assets 2021: $30,7502021Assets 2022: $53,420Net Assets 2022: $53,4202022Assets 2023: $55,537Net Assets 2023: $55,5372023Assets 2024: $53,667Net Assets 2024: $53,6672024Assets 2025: $65,835Net Assets 2025: $65,8352025

Highlighted filing

2020

Assets$41,071
Liabilities-
Net Assets$41,071

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2011: $57,549Expenses 2011: $54,444Net Income 2011: $3,1052011Revenue 2012: $86,523Expenses 2012: $87,669Net Income 2012: -$1,1462012Revenue 2013: $75,071Expenses 2013: $71,246Net Income 2013: $3,8252013Revenue 2014: $71,762Expenses 2014: $90,473Net Income 2014: -$18,7112014Revenue 2015: $72,663Expenses 2015: $104,138Net Income 2015: -$31,4752015Revenue 2016: $78,532Expenses 2016: $60,476Net Income 2016: $18,0562016Revenue 2017: $79,011Expenses 2017: $78,454Net Income 2017: $5572017Revenue 2018: $91,441Expenses 2018: $90,631Net Income 2018: $8102018Revenue 2019: $96,886Expenses 2019: $97,206Net Income 2019: -$3202019Revenue 2020: $84,509Expenses 2020: $61,971Net Income 2020: $22,5382020Revenue 2021: $14,586Expenses 2021: $24,907Net Income 2021: -$10,3212021Revenue 2022: $70,822Expenses 2022: $48,152Net Income 2022: $22,6702022Revenue 2023: $86,355Expenses 2023: $84,238Net Income 2023: $2,1172023Revenue 2024: $69,938Expenses 2024: $71,808Net Income 2024: -$1,8702024Revenue 2025: $72,610Expenses 2025: $60,442Net Income 2025: $12,1682025

Highlighted filing

2020

Revenue$84,509
Expenses$61,971
Net Income$22,538
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Nov 16, 2020
Return Version
2019v5.0
Gross Receipts
$94,968
Mission and Program Overview

Mission

To support van buren elementary students

Program Services

DescriptionGrantsExpenses
FIELD TRIPS TO ENRICH STUDENT LEARNING, OUTDOOR SCIENCE CAMP$32,955-
ASSEMBLIES, AWARDS, MUSIC AWARDS, MEET THE MASTERS, MUSICAL THEATHER, REFLECTIONS (ART)$20,552-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
CHRISTY ATHERTONPresidentPT$0--
CHERYL TERRYVice PresidentPT$0--
MARIE HOLPERVice PresidentPT$0--
NIKKI GOMEZVice PresidentPT$0--
KATIE GOTOVACTreasurerPT$0--
LINDSAY ESPINOZASecretaryPT$0--
KAYLEE DOERRHistorianPT$0--
KELCEY DAVIDSONAuditorPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Jogathon$52,955$52,955$6,416$46,539
Total Events$52,955$52,955$6,416$46,539
Filing and Contact Details

Filer

Filer Name
Van Buren Pta
EIN
95-6206662
Phone
7149867100
Address
1245 N VAN BUREN STREET, PLACENTIA, CA 92870

Signing Officer

Name
Christy Atherton
Title
President
Signed
2020-11-16
Discuss with paid preparer
Yes

Preparer

Firm
Michael C Agresti CPA
Address
17342 STAFFORD CIR, YORBA LINDA, CA 92886
Preparer
Michael C Agresti
Phone
7143213680
Supplemental Narrative

Additional Explanations

Other Revenue.1

PTA PROGRAMS $16207

Other Revenue.2

Student/family services $12172

Other Revenue.3

PASSIVE INCENTIVES $616

Other Revenue.4

Receipts not belonging to $378

Other Expenses.1

Student/family services $32955

Other Expenses.2

LEARNING EXPENSES $20552

Other Expenses.3

School/teacher services $6556

Other Expenses.4

PTA ADMINISTRATION $1530

Other Expenses.5

Disbursements not belonging to $378

Raw XML Appendix183 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/OfficerDirectorTrusteeEmplGrp/PersonNm6KAYLEE DOERR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7KELCEY DAVIDSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6HISTORIAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7AUDITOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt061971
IRS990EZ/OtherRevenueTotalAmt029373
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
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IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO SUPPORT VAN BUREN ELEMENTARY STUDENTS
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IRS990EZ/TransactionWithControlEntInd0false
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IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt06416
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PTA PROGRAMS $16207
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1STUDENT/FAMILY SERVICES $12172
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PASSIVE INCENTIVES $616
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3RECEIPTS NOT BELONGING TO $378
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4STUDENT/FAMILY SERVICES $32955
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5LEARNING EXPENSES $20552
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6SCHOOL/TEACHER SERVICES $6556
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7PTA ADMINISTRATION $1530
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8DISBURSEMENTS NOT BELONGING TO $378
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Revenue.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Revenue.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Revenue.3
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.2
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.5
ReturnHeader/BuildTS02021-04-22 16:20:28Z
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ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0VAN BUREN PTA
ReturnHeader/Filer/BusinessNameControlTxt0VANB
ReturnHeader/Filer/EIN0956206662
ReturnHeader/Filer/PhoneNum07149867100
ReturnHeader/Filer/USAddress/AddressLine1Txt01245 N VAN BUREN STREET
ReturnHeader/Filer/USAddress/CityNm0PLACENTIA
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ReturnHeader/Filer/USAddress/ZIPCd092870
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0YORBA LINDA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092886
ReturnHeader/PreparerPersonGrp/PhoneNum07143213680
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Michael C Agresti
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02020-11-16T07:00:59-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.66$0.66$0.73$0.60$0.12
2024Detailed filing. Detailed filing data is available for this year.$0.54$0.54$0.70$0.72$0.02
2023Detailed filing. Detailed filing data is available for this year.$0.56$0.56$0.86$0.84$0.02
2022Detailed filing. Detailed filing data is available for this year.$0.53$0.53$0.71$0.48$0.23
2021Detailed filing. Detailed filing data is available for this year.$0.31$0.31$0.15$0.25$0.10
2020Detailed filing. Detailed filing data is available for this year.$0.41$0.41$0.85$0.62$0.23
2019Detailed filing. Detailed filing data is available for this year.$0.19$0.19$0.97$0.97$0.00
2018Summary only. Only limited summary data is available for this year.$0.19$0.00$0.91$0.91$0.01
2017Summary only. Only limited summary data is available for this year.$0.18$0.00$0.79$0.78$0.01
2016Summary only. Only limited summary data is available for this year.$0.17$0.00$0.79$0.60$0.18
2015Summary only. Only limited summary data is available for this year.$0.01$0.00$0.73$1.04$0.31
2014Summary only. Only limited summary data is available for this year.$0.31$0.00$0.72$0.90$0.19
2013Summary only. Only limited summary data is available for this year.$0.50$0.00$0.75$0.71$0.04
2012Summary only. Only limited summary data is available for this year.$0.46$0.00$0.87$0.88$0.01
2011Summary only. Only limited summary data is available for this year.$0.47$0.00$0.58$0.54$0.03