Civic Intelligence

PTA Morse Elementary School

990EZ • Fiscal year 2023 • EIN 95-6208444

Jul 01, 2022 to Jun 30, 2023 • Filed on Nov 09, 2023

431 E Morse AvenuePlacentia, CA 92870

(714) 524-6300

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 2023

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2023

Net Margin

74th percentile

20%

Higher net margin than 74% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

83rd percentile

41%

Faster asset growth than 83% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

55th percentile

8.6%

Faster revenue growth than 55% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Assets

Up

$45,861

Up $13,253 (+41%) from 2022

Net Assets

Up

$45,861

Up $13,253 (+41%) from 2022

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$65,588

Up $5,176 (+8.6%) from 2022

Expenses

Down

$52,335

Down $3,337 (-6.0%) from 2022

Net Income

Up

$13,253

Up $8,513 (+180%) from 2022

Historical Trend

Balance Sheet Trend

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

$80K$60K$40K$20K$0Assets 2011: $36,392Liabilities 2011: $02011Assets 2012: $40,342Liabilities 2012: $02012Assets 2013: $39,958Liabilities 2013: $02013Assets 2014: $42,675Net Assets 2014: $42,6752014Assets 2015: $56,286Liabilities 2015: $02015Assets 2016: $34,918Liabilities 2016: $02016Assets 2017: $43,938Liabilities 2017: $02017Assets 2018: $38,731Net Assets 2018: $38,7312018Assets 2019: $37,539Liabilities 2019: $02019Assets 2020: $45,487Net Assets 2020: $45,4872020Assets 2021: $27,868Net Assets 2021: $27,8682021Assets 2022: $32,608Net Assets 2022: $32,6082022Assets 2023: $45,861Net Assets 2023: $45,8612023Assets 2024: $53,323Liabilities 2024: $02024Assets 2025: $60,717Net Assets 2025: $60,7172025

Highlighted filing

2023

Assets$45,861
Liabilities-
Net Assets$45,861

Operations Trend

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

$100K$50K$0-$50KRevenue 2011: $65,497Expenses 2011: $56,330Net Income 2011: $9,1672011Revenue 2012: $73,267Expenses 2012: $69,317Net Income 2012: $3,9502012Revenue 2013: $78,883Expenses 2013: $79,267Net Income 2013: -$3842013Revenue 2014: $62,250Expenses 2014: $59,533Net Income 2014: $2,7172014Revenue 2015: $67,891Expenses 2015: $54,280Net Income 2015: $13,6112015Revenue 2016: $69,784Expenses 2016: $91,152Net Income 2016: -$21,3682016Revenue 2017: $76,194Expenses 2017: $67,174Net Income 2017: $9,0202017Revenue 2018: $72,057Expenses 2018: $77,264Net Income 2018: -$5,2072018Revenue 2019: $63,952Expenses 2019: $65,144Net Income 2019: -$1,1922019Revenue 2020: $58,182Expenses 2020: $50,234Net Income 2020: $7,9482020Revenue 2021: $3,881Expenses 2021: $21,500Net Income 2021: -$17,6192021Revenue 2022: $60,412Expenses 2022: $55,672Net Income 2022: $4,7402022Revenue 2023: $65,588Expenses 2023: $52,335Net Income 2023: $13,2532023Revenue 2024: $75,709Expenses 2024: $68,247Net Income 2024: $7,4622024Revenue 2025: $78,711Expenses 2025: $71,317Net Income 2025: $7,3942025

Highlighted filing

2023

Revenue$65,588
Expenses$52,335
Net Income$13,253
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Nov 9, 2023
Return Version
2022v5.0
Gross Receipts
$71,094
Mission and Program Overview

Mission

The organization's purpose is 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 PROGRAMS TO ENCHANCE STUDENT EDUCATION AND FAMILY AND COMMUNITY SPIRIT SUCH AS 6TH GRADE FIELD TRIP, BOOK FAIR, FAMILY NIGHT ACTIVITIES, YEARBOOK, ETC.-$45,527
PROVIDE HELP WITH VARIOUS SCHOOL PROJECTS AND GIFTS SUCH AS CLASSROOM AND TEACHER SUPPLIES, HOSPITALITY, WEBSITE, EMERGENCY PREPAREDNESS SUPPLIES, ETC.-$8,097
PROVIDE FUNDS FOR FIELD TRIPS AND ASSEMBLIES AND A MATH PROGRAM TO ENHANCE STUDENT EDUCATION.--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ALICIA AZEVEDOPresidentPT$0--
APRIL BRAMBILAVice PresidentPT$0--
ANN VUSecretary-$0--
MARIANNE FELIXTreasurer-$0--
JOHN STEFANHistorian-$0--
KIRA PATEAuditor-$0--
ANGELA CONLEYParliamentarian-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Jog a Thon$19,445$19,445$5,506$13,939
Other Fundraising Activities$10,740$10,740-$10,740
Total Events$30,185$30,185$5,506$24,679
Filing and Contact Details

Filer

Filer Name
Pta Morse Elementary School
EIN
95-6208444
Phone
7145246300
Address
431 E MORSE AVENUE, PLACENTIA, CA 92870

Signing Officer

Name
Alicia Azevedo
Title
President
Signed
2023-11-09
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

COMMUNITY PROGRAMS $974

Other Revenue.2

Pta membership remittance $557

Other Expenses.1

PROGRAM EXPENSES $29598

Other Expenses.2

Community expenses $18521

Other Expenses.3

OPERATING EXPENSES $3659

Other Expenses.4

Pta membership remittance $557

Raw XML Appendix196 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.

Path#Value
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0PLACENTIA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ALICIA AZEVEDO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1APRIL BRAMBILA
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MARIANNE FELIX
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JOHN STEFAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5KIRA PATE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6ANGELA CONLEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4HISTORIAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5AUDITOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6PARLIAMENTARIAN
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt052335
IRS990EZ/OtherRevenueTotalAmt01531
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0THE ORGANIZATION'S PURPOSE IS TO PROVIDE SERVICES, EQUIPMENT AND EDUCATIONAL PROGRAMS AND SUPPLIES IN SUPPORT AND ENHANCEMENT OF QUALITY EDUCATION AND PRIDE IN OUR SCHOOL AND COMMUNITY.
IRS990EZ/ProgramServiceRevenueAmt037696
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0FACILITATE PROGRAMS TO ENCHANCE STUDENT EDUCATION AND FAMILY AND COMMUNITY SPIRIT SUCH AS 6TH GRADE FIELD TRIP, BOOK FAIR, FAMILY NIGHT ACTIVITIES, YEARBOOK, ETC.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1PROVIDE HELP WITH VARIOUS SCHOOL PROJECTS AND GIFTS SUCH AS CLASSROOM AND TEACHER SUPPLIES, HOSPITALITY, WEBSITE, EMERGENCY PREPAREDNESS SUPPLIES, ETC.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2PROVIDE FUNDS FOR FIELD TRIPS AND ASSEMBLIES AND A MATH PROGRAM TO ENHANCE STUDENT EDUCATION.
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt18097
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
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IRS990EZ/SpecialEventsDirectExpensesAmt05506
IRS990EZ/SpecialEventsNetIncomeLossAmt024679
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
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IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt052335
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IRS990EZ/TotalRevenueAmt065588
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
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IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt01966
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IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
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IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0JOG A THON
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0OTHER FUNDRAISING ACTIVITIES
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt019445
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt010740
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt030185
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt019445
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IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt05506
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0COMMUNITY PROGRAMS $974
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PTA MEMBERSHIP REMITTANCE $557
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PROGRAM EXPENSES $29598
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3COMMUNITY EXPENSES $18521
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4OPERATING EXPENSES $3659
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5PTA MEMBERSHIP REMITTANCE $557
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Revenue.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Revenue.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02023-04-26 12:10:37Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0ALICIA AZEVEDO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA MORSE ELEMENTARY SCHOOL
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CA CONGRESS OF PARENTS & TEACHERS INC
ReturnHeader/Filer/BusinessNameControlTxt0PTAM
ReturnHeader/Filer/EIN0956208444
ReturnHeader/Filer/PhoneNum07145246300
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ReturnHeader/Filer/USAddress/CityNm0PLACENTIA
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ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt017342 STAFFORD CIR
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/ReturnTs02023-11-09T07:47:38-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ALICIA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0AZEVEDO
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

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.$60.7$60.7$78.7$71.3$7.39
2024Summary only. Only limited summary data is available for this year.$53.3$0.00$75.7$68.2$7.46
2023Detailed filing. Detailed filing data is available for this year.$45.9$45.9$65.6$52.3$13.3
2022Detailed filing. Detailed filing data is available for this year.$32.6$32.6$60.4$55.7$4.74
2021Detailed filing. Detailed filing data is available for this year.$27.9$27.9$3.88$21.5$17.6
2020Detailed filing. Detailed filing data is available for this year.$45.5$45.5$58.2$50.2$7.95
2019Summary only. Only limited summary data is available for this year.$37.5$0.00$64.0$65.1$1.19
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$38.7$38.7$72.1$77.3$5.21
2017Summary only. Only limited summary data is available for this year.$43.9$0.00$76.2$67.2$9.02
2016Summary only. Only limited summary data is available for this year.$34.9$0.00$69.8$91.2$21.4
2015Summary only. Only limited summary data is available for this year.$56.3$0.00$67.9$54.3$13.6
2014Detailed filing. Detailed filing data is available for this year.$42.7$42.7$62.3$59.5$2.72
2013Summary only. Only limited summary data is available for this year.$40.0$0.00$78.9$79.3$0.38
2012Summary only. Only limited summary data is available for this year.$40.3$0.00$73.3$69.3$3.95
2011Summary only. Only limited summary data is available for this year.$36.4$0.00$65.5$56.3$9.17