Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

990EZ • Fiscal year 2023 • EIN 01-0823515

Jul 01, 2022 to Jun 30, 2023 • Filed on Feb 16, 2024

7069 Isabel LaneFontana, CA 92336

(909) 434-2250

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

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

Liabilities / Revenue

59th percentile

0.00x

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

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

Net Margin

60th percentile

9.1%

Higher net margin than 60% 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

79th percentile

32%

Faster asset growth than 79% of similar nonprofits.

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

Revenue Growth

84th percentile

61%

Faster revenue growth than 84% of similar nonprofits.

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

Assets

Up

$32,188

Up $7,718 (+32%) from 2022

Net Assets

Up

$32,188

Up $7,718 (+32%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue

Up

$114,396

Up $43,532 (+61%) from 2022

Expenses

Up

$104,015

Up $57,621 (+124%) from 2022

Net Income

Down

$10,381

Down $14,089 (-58%) from 2022

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

2023

Assets$32,188
Liabilities$0
Net Assets$32,188

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

2023

Revenue$114,396
Expenses$104,015
Net Income$10,381
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Feb 16, 2024
Return Version
2022v5.0
Gross Receipts
$114,396
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.$3,500$68,521
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROCIO HNIDEYPresident-$0--
ERIC BROWNVice President-$0--
LAURA RUIZSecretary-$0--
NUBIA SALAZARTreasurer-$0--
STEPHANIE ESTRADASecretary-$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
Nubia Salazar
Title
Treasurer
Signed
2024-02-16
Discuss with paid preparer
Yes

Preparer

Firm
Effective Tax Solutions Inc
Address
12501 Seal Beach Blvd Ste 280, Seal Beach, CA 90740
Preparer
Lidia Beltran
Phone
5625981040
Supplemental Narrative

Additional Explanations

Other Expenses.1002

Office Expenses $340

Other Expenses.1012

Insurance $272

Other Expenses.1

Fiels Trips $15888

Other Expenses.2

School Activities/Assemblies $14604

Other Expenses.3

Familly fun Events $10889

Other Expenses.4

Bookfair $8126

Other Expenses.5

Transportation $5850

Other Expenses.6

Yearbook $5405

Other Expenses.7

Spiritwear $5276

Other Expenses.8

Mini Grants $3500

Other Expenses.9

Teacher Appreciation Week $1443

Other Expenses.10

Donations $764

Other Expenses.12

Hospitallity $449

Other Expenses.13

Membership Drive $293

Other Expenses.14

Mileage $133

Other Expenses.15

Daycare $130

Other Expenses.17

Bank Fees $74

Other Expenses.18

Returned Checks $20

Raw XML Appendix171 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/BooksInCareOfDetail/USAddress/CityNm0FONTANA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092336
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt021807
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IRS990EZ/CostOfGoodsSoldAmt00
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IRS990EZ/ExcessOrDeficitForYearAmt010381
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt029679
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/PersonNm0ROCIO HNIDEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ERIC BROWN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2LAURA RUIZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3NUBIA SALAZAR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4STEPHANIE ESTRADA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt073456
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/PrintingPublicationsPostageAmt0880
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/GrantsAndAllocationsAmt03500
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt068521
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/TotalExpensesAmt0104015
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IRS990EZ/TotalRevenueAmt0114396
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt070865
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt04831
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt075696
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.00000
IRS990ScheduleA/PublicSupportTotal170Amt075696
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt070865
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt04831
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt075696
IRS990ScheduleA/TotalSupportAmt075696
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $340
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Insurance $272
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Fiels Trips $15888
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3School Activities/Assemblies $14604
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Familly fun Events $10889
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Bookfair $8126
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Transportation $5850
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Yearbook $5405
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Spiritwear $5276
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Mini Grants $3500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Teacher Appreciation Week $1443
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Donations $764
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Hospitallity $449
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Membership Drive $293
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14Mileage $133
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15Daycare $130
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16Bank Fees $74
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17Returned Checks $20
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.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Expenses.10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Other Expenses.12
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Other Expenses.13
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Other Expenses.14
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Other Expenses.15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc16Other Expenses.17
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc17Other Expenses.18
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0NUBIA SALAZAR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-02-16
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/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0811520494
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Effective Tax Solutions Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt012501 Seal Beach Blvd Ste 280
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Seal Beach
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd090740
ReturnHeader/PreparerPersonGrp/PhoneNum05625981040
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Lidia Beltran
ReturnHeader/ReturnTs02024-02-16T13:52:34-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0NUBIA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SALAZAR
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.$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