Civic Intelligence

Sunset Lane Elementary PTA Ca Congress of Parents & Teachers Inc

990EZ • Fiscal year 2017 • EIN 95-6207494

Jul 01, 2016 to Jun 30, 2017 • Filed on Jul 21, 2017

2030 Sunset LaneFullerton, CA 92833

(714) 447-7750

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 2017

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2017

Net Margin

54th percentile

4.8%

Higher net margin than 54% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2017

Asset Growth

63rd percentile

11%

Faster asset growth than 63% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

57th percentile

5.4%

Faster revenue growth than 57% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Up

$44,145

Up $4,213 (+11%) from 2016

Net Assets

Up

$44,145

Up $4,213 (+11%) from 2016

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$88,319

Up $4,546 (+5.4%) from 2016

Expenses

Up

$84,106

Up $6,926 (+9.0%) from 2016

Net Income

Down

$4,213

Down $2,380 (-36%) from 2016

Historical Trend

Balance Sheet Trend

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

$60K$40K$20K$0Assets 2011: $11,509Liabilities 2011: $0Net Assets 2011: $11,5092011Assets 2012: $16,953Liabilities 2012: $0Net Assets 2012: $16,9532012Assets 2013: $23,152Liabilities 2013: $0Net Assets 2013: $23,1522013Assets 2014: $29,583Liabilities 2014: $0Net Assets 2014: $29,5832014Assets 2015: $33,339Liabilities 2015: $0Net Assets 2015: $33,3392015Assets 2016: $39,932Net Assets 2016: $39,9322016Assets 2017: $44,145Net Assets 2017: $44,1452017Assets 2018: $48,883Net Assets 2018: $48,8832018Assets 2019: $27,560Net Assets 2019: $27,5602019Assets 2020: $39,043Net Assets 2020: $39,0432020Assets 2021: $46,649Net Assets 2021: $46,6492021Assets 2022: $21,211Liabilities 2022: $02022Assets 2023: $29,489Net Assets 2023: $29,4892023Assets 2024: $38,160Liabilities 2024: $02024Assets 2025: $42,877Net Assets 2025: $42,8772025

Highlighted filing

2017

Assets$44,145
Liabilities-
Net Assets$44,145

Operations Trend

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

$150K$100K$50K$0-$50KExpenses 2011: $76,0462011Expenses 2012: $83,7102012Expenses 2013: $77,0252013Revenue 2014: $79,660Expenses 2014: $73,229Net Income 2014: $6,4312014Revenue 2015: $69,700Expenses 2015: $65,944Net Income 2015: $3,7562015Revenue 2016: $83,773Expenses 2016: $77,180Net Income 2016: $6,5932016Revenue 2017: $88,319Expenses 2017: $84,106Net Income 2017: $4,2132017Revenue 2018: $102,025Expenses 2018: $97,287Net Income 2018: $4,7382018Revenue 2019: $102,041Expenses 2019: $123,364Net Income 2019: -$21,3232019Revenue 2020: $102,297Expenses 2020: $90,814Net Income 2020: $11,4832020Revenue 2021: $53,876Expenses 2021: $46,270Net Income 2021: $7,6062021Revenue 2022: $111,348Expenses 2022: $136,786Net Income 2022: -$25,4382022Revenue 2023: $128,956Expenses 2023: $120,678Net Income 2023: $8,2782023Revenue 2024: $130,362Expenses 2024: $121,691Net Income 2024: $8,6712024Revenue 2025: $136,898Expenses 2025: $132,181Net Income 2025: $4,7172025

Highlighted filing

2017

Revenue$88,319
Expenses$84,106
Net Income$4,213
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Jul 21, 2017
Return Version
2016v3.0
Gross Receipts
$90,476
Mission and Program Overview

Mission

The organization's purpose is to partner with Sunset Lane Elementary to provide services, equipment and educational programs and supplies in support and enhancement of quality education and pride in our school and community.

Program Services

DescriptionGrantsExpenses
Facilitate opportunities to enhance the school, family and community experience through a carnival, bookfair, spirit wear, yearbook and other family events.$48,542-
Support programs for expanded educational opportunities in the form of field trips and assemblies.$20,558-
Provide addiitonal funds for classroom enrichment, teacher hospitality and gifts to the school, Provide educational programs for math and arts as well as other school programs.$11,243-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Letty AdamePresidentPT$0--
Jessica SuVice PresidentPT$0--
Grace LeeSecretary-$0--
Jessica GalvanTreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Jog-a-thon$22,170$22,170$2,145$20,025
Total Events$22,170$22,170$2,145$20,025
Filing and Contact Details

Filer

Filer Name
Sunset Lane Elementary PTA
EIN
95-6207494
Phone
7144477750
Address
2030 Sunset Lane, Fullerton, CA 92833

Signing Officer

Name
Letty Adame
Title
President
Signed
2017-07-21
Discuss with paid preparer
Yes

Preparer

Firm
Kathleen E Hetrick CPA
Address
519 S Basque Avenue, Fullerton, CA 92833
Preparer
Kathleen E Hetrick
Phone
7148706380
Supplemental Narrative

Additional Explanations

Other Expenses.1

Bookfair $13904

Other Expenses.2

Field Trips $13168

Other Expenses.3

Yearbook $9162

Other Expenses.4

Spirit Wear $7618

Other Expenses.5

Family Events $7481

Other Expenses.6

Science Assemblies $7390

Other Expenses.7

Carnival $6169

Other Expenses.8

Classroom enrichment $4847

Other Expenses.9

PTA Operating exp (Flyers etc) $2858

Other Expenses.10

Student Store $2412

Other Expenses.11

Teacher gifts/hospitality $2282

Other Expenses.12

All the Arts Program $1875

Other Expenses.13

6th Grade Party $1796

Other Expenses.14

Red Ribbon/Reflections $1668

Other Expenses.15

Math Enrichment $570

Other Expenses.16

Tax Preparation & taxes $525

Other Expenses.17

Insurance $236

Other Expenses.18

PTA Council expenses $145

Raw XML Appendix201 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Bookfair $13904
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Field Trips $13168
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Yearbook $9162
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Spirit Wear $7618
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Family Events $7481
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Science Assemblies $7390
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Carnival $6169
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Classroom enrichment $4847
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8PTA Operating exp (Flyers etc) $2858
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Student Store $2412
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Teacher gifts/hospitality $2282
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11All the Arts Program $1875
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt126th Grade Party $1796
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Red Ribbon/Reflections $1668
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14Math Enrichment $570
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15Tax Preparation & taxes $525
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16Insurance $236
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17PTA Council expenses $145
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
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.10
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Other Expenses.16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc16Other Expenses.17
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc17Other Expenses.18
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Letty Adame
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-07-21
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Sunset Lane Elementary PTA
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CA Congress of Parents & Teachers Inc
ReturnHeader/Filer/BusinessNameControlTxt0SUNS
ReturnHeader/Filer/EIN0956207494
ReturnHeader/Filer/PhoneNum07144477750
ReturnHeader/Filer/USAddress/AddressLine1Txt02030 Sunset Lane
ReturnHeader/Filer/USAddress/CityNm0Fullerton
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092833
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Kathleen E Hetrick CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0519 S Basque Avenue
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Fullerton
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092833
ReturnHeader/PreparerPersonGrp/PhoneNum07148706380
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Kathleen E Hetrick
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02017-08-04T14:22:59-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

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.$0.43$0.43$1.37$1.32$0.05
2024Summary only. Only limited summary data is available for this year.$0.38$0.00$1.30$1.22$0.09
2023Detailed filing. Detailed filing data is available for this year.$0.29$0.29$1.29$1.21$0.08
2022Summary only. Only limited summary data is available for this year.$0.21$0.00$1.11$1.37$0.25
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.47$0.47$0.54$0.46$0.08
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.39$0.39$1.02$0.91$0.11
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.28$0.28$1.02$1.23$0.21
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.49$0.49$1.02$0.97$0.05
2017Detailed filing. Detailed filing data is available for this year.$0.44$0.44$0.88$0.84$0.04
2016Detailed filing. Detailed filing data is available for this year.$0.40$0.40$0.84$0.77$0.07
2015Detailed filing. Detailed filing data is available for this year.$0.33$0.00$0.33$0.70$0.66$0.04
2014Detailed filing. Detailed filing data is available for this year.$0.30$0.00$0.30$0.80$0.73$0.06
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.23$0.00$0.23$0.77
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.17$0.00$0.17$0.84
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.12$0.00$0.12$0.76