Civic Intelligence

PTA Morse Elementary School

990EZ • Fiscal year 2024 • EIN 95-6208444

Jul 01, 2023 to Jun 30, 2024 • Filed on Nov 14, 2024

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 2024

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2024

Net Margin

62nd percentile

9.9%

Higher net margin than 62% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

70th percentile

16%

Faster asset growth than 70% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

65th percentile

15%

Faster revenue growth than 65% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Assets

Flat

$53,323

Flat from 2024

Net Assets

$53,323

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Flat

$75,709

Flat from 2024

Expenses

Flat

$68,247

Flat from 2024

Net Income

Flat

$7,462

Flat from 2024

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: $53,323Net Assets 2024: $53,3232024Assets 2024: $53,323Liabilities 2024: $02024Assets 2025: $60,717Net Assets 2025: $60,7172025

Highlighted filing

2024

Assets$53,323
Liabilities-
Net Assets$53,323

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 2024: $75,709Expenses 2024: $68,247Net Income 2024: $7,4622024Revenue 2025: $78,711Expenses 2025: $71,317Net Income 2025: $7,3942025

Highlighted filing

2024

Revenue$75,709
Expenses$68,247
Net Income$7,462
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Nov 14, 2024
Return Version
2023v5.1
Gross Receipts
$81,944
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.-$48,236
PROVIDE HELP WITH VARIOUS SCHOOL PROJECTS AND GIFTS SUCH AS CLASSROOM AND TEACHER SUPPLIES, HOSPITALITY, WEBSITE, EMERGENCY PREPAREDNESS SUPPLIES, ETC.-$14,039
PROVIDE FUNDS FOR FIELD TRIPS AND ASSEMBLIES AND A MATH PROGRAM TO ENHANCE STUDENT EDUCATION.-$2,275
Compensation and Service Providers

Employees

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

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Jog a Thon$29,187$29,187$6,235$22,952
Total Events$29,187$29,187$6,235$22,952
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
2024-11-14
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 $927

Other Revenue.2

Pta membership remittance $220

Other Expenses.1

PROGRAM EXPENSES $40396

Other Expenses.2

Community expenses $24153

Other Expenses.3

OPERATING EXPENSES $3478

Other Expenses.4

Pta membership remittance $220

Raw XML Appendix188 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/PersonNm1JOHN STEFAN
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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/OtherExpensesTotalAmt068247
IRS990EZ/OtherRevenueTotalAmt01147
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/ProgramServiceRevenueAmt048671
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/ProhibitedTaxShelterTransInd0false
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IRS990EZ/SpecialEventsNetIncomeLossAmt023585
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
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IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
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IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0JOG A THON
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0COMMUNITY PROGRAMS $927
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PTA MEMBERSHIP REMITTANCE $220
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PROGRAM EXPENSES $40396
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3COMMUNITY EXPENSES $24153
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4OPERATING EXPENSES $3478
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5PTA MEMBERSHIP REMITTANCE $220
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Revenue.1
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.4
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ALICIA AZEVEDO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-14
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/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/ReturnTs02024-11-14T21:46:09-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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
2024Detailed filing. Detailed filing data is available for this year.$53.3$53.3$75.7$68.2$7.46
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