Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

990EZ • Fiscal year 2021 • EIN 01-0823515

Jul 01, 2020 to Jun 30, 2021 • Filed on Mar 26, 2022

Organization ProfileN/A
7609 Isabel LaneFontana, CA 92336

(650) 888-1399

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

56th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

56th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Net Margin

20th percentile

-18%

Higher net margin than 20% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

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.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

22nd percentile

-15%

Faster asset growth than 22% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

4th percentile

-95%

Faster revenue growth than 4% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets56th percentile

Assets

Down

$4,821

Down $853 (-15%) from 2020

Net Assets

Down

$4,821

Down $853 (-15%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin20th percentile

Revenue

Down

$4,629

Down $87,603 (-95%) from 2020

Expenses

Down

$5,482

Down $87,811 (-94%) from 2020

Net Income

Up

-$853

Up $208 (+20%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth22nd percentile

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

$40K$30K$20K$10K$0Assets 2011: $3,194Liabilities 2011: $02011Assets 2013: $10,683Liabilities 2013: $02013Assets 2014: $16,916Liabilities 2014: $02014Assets 2016: $1,631Liabilities 2016: $0Net Assets 2016: $1,6312016Assets 2017: $1,631Liabilities 2017: $0Net Assets 2017: $1,6312017Assets 2018: $9,377Liabilities 2018: $0Net Assets 2018: $9,3772018Assets 2019: $6,735Liabilities 2019: $0Net Assets 2019: $6,7352019Assets 2020: $5,674Liabilities 2020: $0Net Assets 2020: $5,6742020Assets 2021: $4,821Liabilities 2021: $0Net Assets 2021: $4,8212021Assets 2022: $24,470Liabilities 2022: $0Net Assets 2022: $24,4702022Assets 2023: $32,188Liabilities 2023: $0Net Assets 2023: $32,1882023Assets 2024: $11,698Liabilities 2024: $0Net Assets 2024: $11,6982024Assets 2025: $8,191Liabilities 2025: $0Net Assets 2025: $8,1912025

Highlighted filing

2021

Assets$4,821
Liabilities$0
Net Assets$4,821
Open 2021 Filing

Operations Trend

Revenue Growth4th percentile

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

$150K$100K$50K$0-$50KRevenue 2011: $22,706Expenses 2011: $21,477Net Income 2011: $1,2292011Revenue 2013: $63,112Expenses 2013: $53,383Net Income 2013: $9,7292013Revenue 2014: $81,024Expenses 2014: $74,791Net Income 2014: $6,2332014Revenue 2016: $79,849Expenses 2016: $83,827Net Income 2016: -$3,9782016Revenue 2017: $79,849Expenses 2017: $83,827Net Income 2017: -$3,9782017Revenue 2018: $119,056Expenses 2018: $115,885Net Income 2018: $3,1712018Revenue 2019: $110,469Expenses 2019: $113,111Net Income 2019: -$2,6422019Revenue 2020: $92,232Expenses 2020: $93,293Net Income 2020: -$1,0612020Revenue 2021: $4,629Expenses 2021: $5,482Net Income 2021: -$8532021Revenue 2022: $70,864Expenses 2022: $46,394Net Income 2022: $24,4702022Revenue 2023: $114,396Expenses 2023: $104,015Net Income 2023: $10,3812023Revenue 2024: $68,400Expenses 2024: $88,890Net Income 2024: -$20,4902024Revenue 2025: $49,107Expenses 2025: $52,614Net Income 2025: -$3,5072025

Highlighted filing

2021

Revenue$4,629
Expenses$5,482
Net Income-$853
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Mar 26, 2022
Return Version
2020v4.0
Gross Receipts
$4,629
Mission and Program Overview

Mission

The purpose of this PTA is to provide programs that enhance quality education,expand the arts, encourage community involvement, and work for a healthy communityenvironment. .PTA positively impacts the lives of all children and families byempowering and supporting our members with skills in advocacy, leadership, andcommunication..PTA promotes parent and teacher interaction through cooperativeundertakings..PTA provides parents a voice in support of their school system..PTA strives to make every child's potential a reality.

Program Services

DescriptionGrantsExpenses
The exempt purpose achievements this year included a student recognition Awardsand scholarships, Teacher and staff appreciation, educational field trips,bookfair, holiday assemblies, STEAM and outreach programs.$5,482-
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WARREN JOE SOMONTANPresident-$0--
SHELLY KELLYVice President-$0--
STEPHANIE ACEVESVice President-$0--
NUBIA SALAZARSecretary-$0--
ROCIO HNIDEYTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Dorothy Grant Pta
EIN
01-0823515
Phone
6508881399
Address
7609 ISABEL LANE, FONTANA, CA 92336

Signing Officer

Name
Rocio Hnidey
Title
Treasurer
Phone
6508881399
Signed
2022-03-26
Discuss with paid preparer
Yes

Preparer

Firm
Lidia Beltran EA
Address
12501 Seal Beach Blvd Apt 200, Seal Beach, CA 90740
Preparer
Lidia Beltran
Phone
5625981040
Supplemental Narrative

Additional Explanations

Other Expenses.1012

“Insurance $258”

Other Expenses.1

“Yearbook $2682”

Other Expenses.2

“Outreach Programs $1926”

Other Expenses.3

“End of Year Events $399”

Raw XML Appendix139 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/PersonNm0WARREN J SOMONTAN
IRS990EZ/BooksInCareOfDetail/PhoneNum06508881399
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0FONTANA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092336
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt05674
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IRS990EZ/ExcessOrDeficitForYearAmt0-853
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0217
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
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IRS990EZ/FundraisingGrossIncomeAmt00
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IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0WARREN JOE SOMONTAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1SHELLY KELLY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2STEPHANIE ACEVES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3NUBIA SALAZAR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4ROCIO HNIDEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt05265
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0The purpose of this PTA is to provide programs that enhance quality education,expand the arts, encourage community involvement, and work for a healthy communityenvironment. .PTA positively impacts the lives of all children and families byempowering and supporting our members with skills in advocacy, leadership, andcommunication..PTA promotes parent and teacher interaction through cooperativeundertakings..PTA provides parents a voice in support of their school system..PTA strives to make every child's potential a reality.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0The exempt purpose achievements this year included a student recognition Awardsand scholarships, Teacher and staff appreciation, educational field trips,bookfair, holiday assemblies, STEAM and outreach programs.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt05482
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt05482
IRS990EZ/TotalProgramServiceExpensesAmt05482
IRS990EZ/TotalRevenueAmt04629
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt04304
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt04304
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.00000
IRS990ScheduleA/PublicSupportTotal170Amt04304
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt04304
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt04304
IRS990ScheduleA/TotalSupportAmt04304
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Insurance $258
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Yearbook $2682
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Outreach Programs $1926
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3End of Year Events $399
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.3
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ROCIO HNIDEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum06508881399
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-03-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DOROTHY GRANT PTA
ReturnHeader/Filer/BusinessNameControlTxt0DORO
ReturnHeader/Filer/EIN0010823515
ReturnHeader/Filer/PhoneNum06508881399
ReturnHeader/Filer/USAddress/AddressLine1Txt07609 ISABEL LANE
ReturnHeader/Filer/USAddress/CityNm0FONTANA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092336
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0260768130
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Lidia Beltran EA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt012501 Seal Beach Blvd Apt 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Seal Beach
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd090740
ReturnHeader/PreparerPersonGrp/PhoneNum05625981040
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Lidia Beltran
ReturnHeader/ReturnTs02022-03-26T01:48:13-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0WARREN J
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SOMONTAN
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,821
Liabilities
$0
Net assets
$4,821
Revenue
$4,629
Expenses
$5,482
Net income
-$853
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.08$0.00$0.08$0.49$0.53$0.04
2024Detailed filing. Detailed filing data is available for this year.$0.12$0.00$0.12$0.68$0.89$0.20
2023Detailed filing. Detailed filing data is available for this year.$0.32$0.00$0.32$1.14$1.04$0.10
2022Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$0.24$0.00$0.24$0.71$0.46$0.24
2021Detailed filing. Detailed filing data is available for this year.$0.05$0.00$0.05$0.05$0.05$0.01
2020Detailed filing. Detailed filing data is available for this year.$0.06$0.00$0.06$0.92$0.93$0.01
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.07$0.00$0.07$1.10$1.13$0.03
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.09$0.00$0.09$1.19$1.16$0.03
2017Detailed filing. Detailed filing data is available for this year.$0.02$0.00$0.02$0.80$0.84$0.04
2016Detailed filing. Detailed filing data is available for this year.$0.02$0.00$0.02$0.80$0.84$0.04
2014Summary only. Only limited summary data is available for this year.$0.17$0.00$0.81$0.75$0.06
2013Summary only. Only limited summary data is available for this year.$0.11$0.00$0.63$0.53$0.10
2011Summary only. Only limited summary data is available for this year.$0.03$0.00$0.23$0.21$0.01