Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

990EZ • Fiscal year 2020 • EIN 01-0823515

Jul 01, 2019 to Jun 30, 2020 • Filed on Mar 27, 2022

7990 Elwood CTFontana, CA 92336

(650) 888-1399

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

55th percentile

0.00x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

38th percentile

-1.2%

Higher net margin than 38% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

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.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

22nd percentile

-16%

Faster asset growth than 22% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

48th percentile

-17%

Faster revenue growth than 48% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Assets

Down

$5,674

Down $1,061 (-16%) from 2019

Net Assets

Down

$5,674

Down $1,061 (-16%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue

Down

$92,232

Down $18,237 (-17%) from 2019

Expenses

Down

$93,293

Down $19,818 (-18%) from 2019

Net Income

Up

-$1,061

Up $1,581 (+60%) from 2019

Historical Trend

Balance Sheet Trend

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

2020

Assets$5,674
Liabilities$0
Net Assets$5,674

Operations Trend

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

2020

Revenue$92,232
Expenses$93,293
Net Income-$1,061
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Mar 27, 2022
Return Version
2019v5.0
Gross Receipts
$92,232
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.

The purpose of this PTA is to provide programs that enhance quality education, expand the arts, encourage community involvement, and work for a healthy community environment. .PTA positively impacts the lives of all children and families by empowering and supporting our members with skills in advocacy, leadership, and communication. .PTA promotes parent and teacher interaction through cooperative undertakings. .PTA provides parents a voice in support of their school system.

Program Services

DescriptionGrantsExpenses
The exempt purpose achievements this year included a student recognition Awards and scholarships, Teacher and staff appreciation, educational field trips, bookfair, holiday assemblies, STEAM and outreach programs.$49,768-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROBERTA LEEPresident-$0--
NINETT CAALVice President-$0--
WARREN SOMONTANVice President-$0--
SHELLY KELLYSecretary-$0--
ROCIO HNIDEYTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Dorothy Grant Pta
EIN
01-0823515
Phone
6508881399
Address
7990 ELWOOD CT, FONTANA, CA 92336

Signing Officer

Name
Rocio Hnidey
Title
Treasurer
Phone
9094342250
Signed
2022-03-27
Discuss with paid preparer
Yes

Preparer

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

Additional Explanations

Other Expenses.1002

Office Expenses $2815

Other Expenses.1012

Insurance $250

Other Expenses.1

PROGRAM EXPENSES $42005

Other Expenses.2

Fundraising expenses $30706

Other Expenses.3

Bank force closure old acount $6746

Other Expenses.4

MINI GRANT $3521

Other Expenses.5

100 MILLE HIGH $2055

Other Expenses.6

BANKSERVICE FEE $1497

Other Expenses.7

HOSPITALITY $932

Other Expenses.9

MEMBERSHIP $588

Other Expenses.10

AWARDS $337

Other Expenses.11

DAY CARE $330

Raw XML Appendix161 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/PersonNm0ROCIO HNIDEY
IRS990EZ/BooksInCareOfDetail/PhoneNum09094342250
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt07990 ELWOOD CT
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0FONTANA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092336
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt06735
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IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt092232
IRS990EZ/CostOfGoodsSoldAmt00
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IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-1061
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0650
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt06735
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IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt092232
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt06735
IRS990EZ/NetAssetsOrFundBalancesEOYAmt05674
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt06735
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ROBERTA LEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1NINETT CAAL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2WARREN SOMONTAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3SHELLY KELLY
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/OtherExpensesTotalAmt091782
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 community environment. .PTA positively impacts the lives of all children and families by empowering and supporting our members with skills in advocacy, leadership, and communication. .PTA promotes parent and teacher interaction through cooperative undertakings. .PTA provides parents a voice in support of their school system.
IRS990EZ/PrintingPublicationsPostageAmt0861
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0The exempt purpose achievements this year included a student recognition Awards and scholarships, Teacher and staff appreciation, educational field trips, bookfair, holiday assemblies, STEAM and outreach programs.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt049768
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/TotalExpensesAmt093293
IRS990EZ/TotalProgramServiceExpensesAmt049768
IRS990EZ/TotalRevenueAmt092232
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0532
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0470
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0195
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt01197
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal509Amt01197
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0532
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0470
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0195
IRS990ScheduleA/Total509Grp/TotalAmt01197
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0532
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0470
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0195
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01197
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $2815
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Insurance $250
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PROGRAM EXPENSES $42005
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3FUNDRAISING EXPENSES $30706
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4BANK FORCE CLOSURE OLD ACOUNT $6746
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5MINI GRANT $3521
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6100 MILLE HIGH $2055
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7BANKSERVICE FEE $1497
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8HOSPITALITY $932
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9MEMBERSHIP $588
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10AWARDS $337
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11DAY CARE $330
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Expenses.11
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ROCIO HNIDEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum09094342250
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-03-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DOROTHY GRANT PTA
ReturnHeader/Filer/BusinessNameControlTxt0DORO
ReturnHeader/Filer/EIN0010823515
ReturnHeader/Filer/PhoneNum06508881399
ReturnHeader/Filer/USAddress/AddressLine1Txt07990 ELWOOD CT
ReturnHeader/Filer/USAddress/CityNm0FONTANA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092336
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 EA
ReturnHeader/ReturnTs02022-03-27T19:22:51-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

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.$0.08$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
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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