Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

990EZ • Fiscal year 2022 • EIN 01-0823515

Jul 01, 2021 to Jun 30, 2022 • Filed on Nov 15, 2022

7069 Isabel LaneFontana, CA 92336

(909) 434-2250

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Down

$0

Down $4,821 (-100%) from 2021

Net Assets

Down

$0

Down $4,821 (-100%) from 2021

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

Down

$0

Down $4,629 (-100%) from 2021

Expenses

-

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

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: $0Net Assets 2022: $02022Assets 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

2022

Assets$0
Liabilities-
Net Assets$0

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: $02022Revenue 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

2022

Revenue$0
Expenses-
Net Income-
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Nov 15, 2022
Return Version
2021v4.1
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.--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MAGDALENA AGUILARPresident-$0--
NINETT CAALVice President-$0--
STEPHANIE MANUNUSecretary-$0--
WARREN JOE SOMONTANTreasurer-$0--
ROCIO HNIDEYChariman-$0--
Filing and Contact Details

Filer

Filer Name
Dorothy Grant Pta
EIN
01-0823515
Phone
9094342250
Address
7069 ISABEL LANE, FONTANA, CA 92336

Signing Officer

Name
Warren J Somontan
Title
Treasurer
Signed
2022-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Effective Tax Solutions Inc
Address
12501 Seal Beach Blvd Ste 200, Seal Beach, CA 90740
Preparer
Lidia Beltran
Phone
5625981040
Raw XML Appendix114 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0ROSIO HNIDEY
IRS990EZ/BooksInCareOfDetail/PhoneNum09094342250
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt07990 ELWOOD CT
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0FONTANA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092336
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt00
IRS990EZ/Form990TotalAssetsGrp/EOYAmt00
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt00
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MAGDALENA AGUILAR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1NINETT CAAL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2STEPHANIE MANUNU
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3WARREN JOE SOMONTAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4ROCIO HNIDEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4CHARIMAN
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
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/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalRevenueAmt00
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt00
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.00000
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/TotalSupportAmt00
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0WARREN J SOMONTAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DOROTHY GRANT PTA
ReturnHeader/Filer/BusinessNameControlTxt0DORO
ReturnHeader/Filer/EIN0010823515
ReturnHeader/Filer/PhoneNum09094342250
ReturnHeader/Filer/USAddress/AddressLine1Txt07069 ISABEL LANE
ReturnHeader/Filer/USAddress/CityNm0FONTANA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092336
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0811520494
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Effective Tax Solutions Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt012501 Seal Beach Blvd Ste 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Seal Beach
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd090740
ReturnHeader/PreparerPersonGrp/PhoneNum05625981040
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Lidia Beltran
ReturnHeader/ReturnTs02022-11-15T15:21:31-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0WARREN J
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SOMONTAN
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

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
2022Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00
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