Civic Intelligence

Sunset Lane Elementary PTA Ca Congress of Parents & Teachers Inc

990EZ • Fiscal year 2018 • EIN 95-6207494

Jul 01, 2017 to Jun 30, 2018 • Filed on Aug 01, 2018

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 2018

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2018

Net Margin

53rd percentile

4.6%

Higher net margin than 53% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

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.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

64th percentile

11%

Faster asset growth than 64% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

68th percentile

16%

Faster revenue growth than 68% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Up

$48,883

Up $4,738 (+11%) from 2017

Net Assets

Up

$48,883

Up $4,738 (+11%) from 2017

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$102,025

Up $13,706 (+16%) from 2017

Expenses

Up

$97,287

Up $13,181 (+16%) from 2017

Net Income

Up

$4,738

Up $525 (+12%) from 2017

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

2018

Assets$48,883
Liabilities-
Net Assets$48,883

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

2018

Revenue$102,025
Expenses$97,287
Net Income$4,738
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Aug 1, 2018
Return Version
2017v2.2
Gross Receipts
$138,374
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.$51,569-
Support programs for expanded educational opportunities in the form of field trips and assemblies.$23,773-
Provide addiitonal funds for classroom enrichment, teacher hospitality and gifts to the school, Provide educational programs for math, reading and arts as well as other school programs.$16,598-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Chantel RosetePresidentPT$0--
Susy O'DonnellVice PresidentPT$0--
Karen BristolSecretary-$0--
Anne HagaTreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Jog-a-thon$67,490$67,490$36,349$31,141
Total Events$67,490$67,490$36,349$31,141
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
Chantel Rosete
Title
President
Signed
2018-08-01
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

Field Trips $16050

Other Expenses.2

Family Events $12068

Other Expenses.3

Bookfair $11167

Other Expenses.4

Spirit Wear $9569

Other Expenses.5

Yearbook $9083

Other Expenses.6

Carnival $7855

Other Expenses.7

Assemblies $7723

Other Expenses.8

Classroom enrichment $4730

Other Expenses.9

Accelerated Reader $4443

Other Expenses.10

PTA Operating exp (Flyers etc) $2881

Other Expenses.11

Red Ribbon/Reflections $2313

Other Expenses.12

All the Arts Program $1950

Other Expenses.13

Teacher gifts/hospitality $1861

Other Expenses.14

6th Grade Party $1827

Other Expenses.15

PTA Council expenses $1698

Other Expenses.16

School gift $788

Other Expenses.17

Tax Preparation & taxes $525

Other Expenses.18

Math Enrichment $513

Other Expenses.19

Insurance $243

Raw XML Appendix202 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/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OperateHospitalInd0false
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IRS990EZ/OtherExpensesTotalAmt097287
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
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IRS990EZ/PrimaryExemptPurposeTxt0The 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.
IRS990EZ/ProgramServiceRevenueAmt060191
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Facilitate opportunities to enhance the school, family and community experience through a carnival, bookfair, spirit wear, yearbook and other family events.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Provide addiitonal funds for classroom enrichment, teacher hospitality and gifts to the school, Provide educational programs for math, reading and arts as well as other school programs.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt023773
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt151569
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt216598
IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/ScheduleBNotRequiredInd0X
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IRS990EZ/SpecialEventsDirectExpensesAmt036349
IRS990EZ/SpecialEventsNetIncomeLossAmt031343
IRS990EZ/SubjectToProxyTaxInd0false
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IRS990EZ/TotalExpensesAmt097287
IRS990EZ/TotalProgramServiceExpensesAmt091940
IRS990EZ/TotalRevenueAmt0102025
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IRS990EZ/TypeOfOrganizationAssocInd0X
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IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt09126
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt021678
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IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
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IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt079660
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0463483
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt036349
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Jog-a-thon
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt067490
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt067490
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt067490
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt031141
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt036349
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt036349
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Field Trips $16050
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Family Events $12068
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Bookfair $11167
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Spirit Wear $9569
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Yearbook $9083
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Carnival $7855
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Assemblies $7723
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Classroom enrichment $4730
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Accelerated Reader $4443
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9PTA Operating exp (Flyers etc) $2881
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Red Ribbon/Reflections $2313
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11All the Arts Program $1950
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Teacher gifts/hospitality $1861
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt136th Grade Party $1827
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14PTA Council expenses $1698
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15School gift $788
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16Tax Preparation & taxes $525
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17Math Enrichment $513
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt18Insurance $243
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
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Other Expenses.15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Other Expenses.16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc16Other Expenses.17
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc17Other Expenses.18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc18Other Expenses.19
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Chantel Rosete
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-08-01
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/PreparerFirmEIN0473963023
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/ReturnTs02018-08-02T10:31:38-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

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
2018Detailed filing. Detailed filing data is available for this year.$0.49$0.49$1.02$0.97$0.05
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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