Civic Intelligence

Sunset Lane Elementary PTA Ca Congress of Parents & Teachers Inc

990EZ • Fiscal year 2019 • EIN 95-6207494

Jul 01, 2018 to Jun 30, 2019 • Filed on Sep 26, 2019

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 2019

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2019

Net Margin

16th percentile

-21%

Higher net margin than 16% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

11th percentile

-44%

Faster asset growth than 11% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

48th percentile

0.0%

Faster revenue growth than 48% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Assets

Down

$27,560

Down $21,323 (-44%) from 2018

Net Assets

Down

$27,560

Down $21,323 (-44%) from 2018

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$102,041

Up $16 (+0.0%) from 2018

Expenses

Up

$123,364

Up $26,077 (+27%) from 2018

Net Income

Down

-$21,323

Down $26,061 (-550%) from 2018

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

2019

Assets$27,560
Liabilities-
Net Assets$27,560

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

2019

Revenue$102,041
Expenses$123,364
Net Income-$21,323
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Sep 26, 2019
Return Version
2018v3.1
Gross Receipts
$140,363
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.$56,957-
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.$33,202-
Support programs for expanded educational opportunities in the form of field trips and assemblies.$27,086-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Chantel RosetePresidentPT$0--
Stephanie ArceVice PresidentPT$0--
Joyce DecastroSecretary-$0--
Anne HagaTreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Jog-a-thon$70,947$70,947$38,281$32,666
Total Events$70,947$70,947$38,281$32,666
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
2019-09-26
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 $22851

Other Expenses.2

Spirit Wear $13265

Other Expenses.3

Bookfair $13084

Other Expenses.4

Accelerated Reader $11059

Other Expenses.5

Yearbook $9771

Other Expenses.6

Family Events $9703

Other Expenses.7

Carnival $8593

Other Expenses.8

Campus Enrichment $7667

Other Expenses.9

Classroom enrichment $7618

Other Expenses.10

PTA Operating exp (Flyers etc) $4717

Other Expenses.11

Assemblies $4235

Other Expenses.12

Teacher gifts/hospitality $2551

Other Expenses.13

6th Grade Party $2541

Other Expenses.14

All the Arts Program $2066

Other Expenses.15

Red Ribbon/Reflections $1879

Other Expenses.16

PTA Council expenses $576

Other Expenses.17

Tax Preparation & taxes $550

Other Expenses.18

Math Enrichment $361

Other Expenses.19

Insurance $277

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/TitleTxt3Treasurer
IRS990EZ/OperateHospitalInd0false
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IRS990EZ/OtherExpensesTotalAmt0123364
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IRS990EZ/ProgramServiceRevenueAmt060584
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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/GrantsAndAllocationsAmt027086
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IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/SpecialEventsDirectExpensesAmt038322
IRS990EZ/SpecialEventsNetIncomeLossAmt033926
IRS990EZ/SubjectToProxyTaxInd0false
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IRS990EZ/TotalExpensesAmt0123364
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt011260
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IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
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IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0524186
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IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Jog-a-thon
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt070947
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt070947
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Field Trips $22851
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Spirit Wear $13265
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Bookfair $13084
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Accelerated Reader $11059
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Yearbook $9771
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Family Events $9703
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Carnival $8593
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Campus Enrichment $7667
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Classroom enrichment $7618
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9PTA Operating exp (Flyers etc) $4717
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Assemblies $4235
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Teacher gifts/hospitality $2551
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt126th Grade Party $2541
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13All the Arts Program $2066
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14Red Ribbon/Reflections $1879
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15PTA Council expenses $576
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16Tax Preparation & taxes $550
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17Math Enrichment $361
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt18Insurance $277
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
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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/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Chantel Rosete
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-09-26
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/ReturnTs02019-10-04T13:29:37-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

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
2019Detailed filing. Detailed filing data is available for this year.$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
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