Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

EIN 02-0547233 • 501(c)3 • Pleasanton, CA

Profile

To provide additional funds to supplement walnut grove elementary school programs.

1999 Harvest RoadPleasanton, CA 94566

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2025

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2025

Net Margin

52nd percentile

2.5%

Higher net margin than 52% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2025

Asset Growth

62nd percentile

4.4%

Faster asset growth than 62% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

61st percentile

7.2%

Faster revenue growth than 61% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Assets

Up

$82,533

Up $3,493 (+4.4%) from 2024

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Up

$82,533

Up $3,493 (+4.4%) from 2024

Revenue

Up

$142,519

Up $9,596 (+7.2%) from 2024

Expenses

Up

$139,026

Up $6,852 (+5.2%) from 2024

Net Income

Up

$3,493

Up $2,744 (+366%) from 2024

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$150K$100K$50K$0Assets 2011: $108,557Liabilities 2011: $0Net Assets 2011: $108,5572011Assets 2012: $85,514Liabilities 2012: $0Net Assets 2012: $85,5142012Assets 2013: $91,900Liabilities 2013: $0Net Assets 2013: $91,9002013Assets 2014: $85,646Liabilities 2014: $0Net Assets 2014: $85,6462014Assets 2015: $59,639Liabilities 2015: $0Net Assets 2015: $59,6392015Assets 2016: $84,628Liabilities 2016: $0Net Assets 2016: $84,6282016Assets 2017: $65,560Liabilities 2017: $0Net Assets 2017: $65,5602017Assets 2018: $76,330Liabilities 2018: $0Net Assets 2018: $76,3302018Assets 2019: $31,543Liabilities 2019: $0Net Assets 2019: $31,5432019Assets 2020: $53,454Liabilities 2020: $0Net Assets 2020: $53,4542020Assets 2021: $32,152Liabilities 2021: $0Net Assets 2021: $32,1522021Assets 2022: $58,621Liabilities 2022: $0Net Assets 2022: $58,6212022Assets 2023: $78,291Liabilities 2023: $0Net Assets 2023: $78,2912023Assets 2024: $79,040Liabilities 2024: $0Net Assets 2024: $79,0402024Assets 2025: $82,533Net Assets 2025: $82,5332025

Highlighted filing

2025

Assets$82,533
Liabilities-
Net Assets$82,533

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$300K$200K$100K$0-$100KRevenue 2011: $154,289Expenses 2011: $130,378Net Income 2011: $23,9112011Expenses 2012: $215,0972012Revenue 2013: $212,328Expenses 2013: $205,942Net Income 2013: $6,3862013Revenue 2014: $182,799Expenses 2014: $189,053Net Income 2014: -$6,2542014Revenue 2015: $183,536Expenses 2015: $209,543Net Income 2015: -$26,0072015Revenue 2016: $204,104Expenses 2016: $179,115Net Income 2016: $24,9892016Revenue 2017: $173,805Expenses 2017: $192,873Net Income 2017: -$19,0682017Revenue 2018: $179,067Expenses 2018: $168,297Net Income 2018: $10,7702018Revenue 2019: $141,893Expenses 2019: $186,680Net Income 2019: -$44,7872019Revenue 2020: $142,469Expenses 2020: $120,558Net Income 2020: $21,9112020Revenue 2021: $52,254Expenses 2021: $73,556Net Income 2021: -$21,3022021Revenue 2022: $146,635Expenses 2022: $120,166Net Income 2022: $26,4692022Revenue 2023: $136,746Expenses 2023: $117,076Net Income 2023: $19,6702023Revenue 2024: $132,923Expenses 2024: $132,174Net Income 2024: $7492024Revenue 2025: $142,519Expenses 2025: $139,026Net Income 2025: $3,4932025

Highlighted filing

2025

Revenue$142,519
Expenses$139,026
Net Income$3,493

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.83$0.83$1.43$1.39$0.03
2024Detailed filing. Detailed filing data is available for this year.$0.79$0.00$0.79$1.33$1.32$0.01
2023Detailed filing. Detailed filing data is available for this year.$0.78$0.00$0.78$1.37$1.17$0.20
2022Detailed filing. Detailed filing data is available for this year.$0.59$0.00$0.59$1.47$1.20$0.26
2021Detailed filing. Detailed filing data is available for this year.$0.32$0.00$0.32$0.52$0.74$0.21
2020Detailed filing. Detailed filing data is available for this year.$0.53$0.00$0.53$1.42$1.21$0.22
2019Detailed filing. Detailed filing data is available for this year.$0.32$0.00$0.32$1.42$1.87$0.45
2018Detailed filing. Detailed filing data is available for this year.$0.76$0.00$0.76$1.79$1.68$0.11
2017Detailed filing. Detailed filing data is available for this year.$0.66$0.00$0.66$1.74$1.93$0.19
2016Detailed filing. Detailed filing data is available for this year.$0.85$0.00$0.85$2.04$1.79$0.25
2015Detailed filing. Detailed filing data is available for this year.$0.60$0.00$0.60$1.84$2.10$0.26
2014Detailed filing. Detailed filing data is available for this year.$0.86$0.00$0.86$1.83$1.89$0.06
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.92$0.00$0.92$2.12$2.06$0.06
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.86$0.00$0.86$2.15
2011Summary only. Only limited summary data is available for this year.$1.09$0.00$1.09$1.54$1.30$0.24
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Nov 13, 2025
Return Version
2024v5.2
Gross Receipts
$161,409
Mission and Program Overview

Mission

To provide additional funds to supplement walnut grove elementary school programs.

Program Services

DescriptionGrantsExpenses
TO PROVIDE ADDITIONAL FUNDS TO SUPPLEMENT WALNUT GROVE ELEMENTARY SCHOOL PROGRAMS.-$128,179
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
LIANA MOSHELLPresident-$0--
JENIEL BELTRAN5th VP-$0--
ERIN LAMOYNE1st VP-$0--
STACY MERRILLVice President-$0--
BRANDY FUGATE4th VP-$0--
ANNA XINYI SONGTreasurer-$0--
JESSIE PLOTTSFinancial Secty-$0--
MARGO SHIMY2nd VPPT$0--
EMILY LANGESecretary-$0--
CHRISTINE SHARP3rd VP-$0--
LEEANNE JONESHistorian-$0--
BRETT LANGEAuditor-$0--
KRISTINA VALENZIANOParliamentarian-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fun Run$81,525$81,525$8,434$73,091
Dollar a Day$37,286$37,286-$37,286
Total Events$129,901$129,901$15,638$114,263
Filing and Contact Details

Filer

Filer Name
PTA CALIFORNIA CONGRESS OF PARENTS dba
EIN
02-0547233
Phone
9254264250
Address
1999 HARVEST ROAD, PLEASANTON, CA 94566

Signing Officer

Name
Treeyee Hung
Title
Treasurer
Signed
2025-11-13
Discuss with paid preparer
Yes

Preparer

Firm
Janet S Yarbrough CPA
Address
550 Main Street Ste F2B, Placerville, CA 95667
Preparer
Janet Yarbrough
Phone
9252003302
Supplemental Narrative

Additional Explanations

Other Expenses.1012

Insurance $288

Other Expenses.1

Donation per pupil $22537

Other Expenses.2

TECHNOLOGY $16936

Other Expenses.3

YEARBOOK $14244

Other Expenses.4

ART PROGRAM $9000

Other Expenses.5

LIBRARY $9000

Other Expenses.6

Pe and recess equipment $7521

Other Expenses.7

FAMILY FUN EVENT $7228

Other Expenses.8

ASSEMBLIES $5642

Other Expenses.9

SUPPLY CABINET $5500

Other Expenses.10

SPECIALISTS $4957

Other Expenses.11

Pta special projects $4654

Other Expenses.12

STAFF APPRECIATION $4539

Other Expenses.13

GARDEN CLUB $4500

Other Expenses.14

COMMUNITY BUILDING $3985

Other Expenses.15

Campus improvements $2744

Other Expenses.16

SCIENCE LAB $2482

Other Expenses.17

Prior year expenses $2353

Other Expenses.18

Mornings with mom and dad $1317

Other Expenses.19

CIRICULUM SUPPORT $1210

Other Expenses.20

Character education $1117

Other Expenses.21

PERFORMING ARTS $996

Other Expenses.22

Volunteer appreciaton $958

Other Expenses.23

5TH GRADE PROMOTION $796

Other Expenses.24

BOARD ACTIVITIES $584

Other Expenses.25

NEWSLETTER $532

Other Expenses.26

FOUNDERS DAY $400

Other Expenses.27

Birthday table/window $375

Other Expenses.28

RUN CLUB $372

Other Expenses.29

BACK TO SCHOOL $371

Other Expenses.30

STUDENT ACTIVITIES $353

Other Expenses.31

Special needs committee $200

Other Expenses.32

Administrative expenses $199

Other Expenses.33

PPIE EVENTS $152

Other Expenses.34

Coffee with the principal $142

Other Expenses.35

BANK CHARGES $130

Other Expenses.36

HEALTH CLERK $100

Other Expenses.37

MISC MEETINGS $36

Other Expenses.38

Disaster preparedness $15

Other Expenses.39

MARKETING $11

Other Assets.1010

Inventories - Beginning $2178 Inventories - Ending $2178

Changes to Organizing or Governing Documents

The bylaws were updated as follows:the annual dues were updated to be compliant with state pta requierments.the board position, corresponding secretary, was removed.the executive vp was added as a check signer.

Raw XML Appendix291 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Insurance $288
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DONATION PER PUPIL $22537
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2TECHNOLOGY $16936
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3YEARBOOK $14244
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ART PROGRAM $9000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5LIBRARY $9000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6PE AND RECESS EQUIPMENT $7521
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7FAMILY FUN EVENT $7228
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8ASSEMBLIES $5642
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9SUPPLY CABINET $5500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10SPECIALISTS $4957
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11PTA SPECIAL PROJECTS $4654
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12STAFF APPRECIATION $4539
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13GARDEN CLUB $4500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14COMMUNITY BUILDING $3985
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15CAMPUS IMPROVEMENTS $2744
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16SCIENCE LAB $2482
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17PRIOR YEAR EXPENSES $2353
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt18MORNINGS WITH MOM AND DAD $1317
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt19CIRICULUM SUPPORT $1210
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt20CHARACTER EDUCATION $1117
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt21PERFORMING ARTS $996
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt22VOLUNTEER APPRECIATON $958
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt235TH GRADE PROMOTION $796
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt25NEWSLETTER $532
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt26FOUNDERS DAY $400
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt27BIRTHDAY TABLE/WINDOW $375
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt28RUN CLUB $372
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt29BACK TO SCHOOL $371
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt30STUDENT ACTIVITIES $353
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt31SPECIAL NEEDS COMMITTEE $200
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt32ADMINISTRATIVE EXPENSES $199
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt33PPIE EVENTS $152
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt34COFFEE WITH THE PRINCIPAL $142
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt35BANK CHARGES $130
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt36HEALTH CLERK $100
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt37MISC MEETINGS $36
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt38DISASTER PREPAREDNESS $15
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt39MARKETING $11
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt40Inventories - Beginning $2178 Inventories - Ending $2178
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt41THE BYLAWS WERE UPDATED AS FOLLOWS:THE ANNUAL DUES WERE UPDATED TO BE COMPLIANT WITH STATE PTA REQUIERMENTS.THE BOARD POSITION, CORRESPONDING SECRETARY, WAS REMOVED.THE EXECUTIVE VP WAS ADDED AS A CHECK SIGNER.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Expenses.11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Other Expenses.12
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Other Expenses.13
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Other Expenses.14
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Other Expenses.15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc16Other Expenses.16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc17Other Expenses.17
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc18Other Expenses.18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc19Other Expenses.19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc20Other Expenses.20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc21Other Expenses.21
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc22Other Expenses.22
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc23Other Expenses.23
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc24Other Expenses.24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc25Other Expenses.25
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc26Other Expenses.26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc27Other Expenses.27
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc28Other Expenses.28
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc29Other Expenses.29
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc30Other Expenses.30
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc31Other Expenses.31
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc32Other Expenses.32
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc33Other Expenses.33
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc34Other Expenses.34
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc35Other Expenses.35
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc36Other Expenses.36
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc37Other Expenses.37
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc38Other Expenses.38
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc39Other Expenses.39
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc40Other Assets.1010
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc41Changes to Organizing or Governing Documents
ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0TREEYEE HUNG
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ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA CALIFORNIA CONGRESS OF PARENTS dba
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0WALNUT GROVE PTA
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ReturnHeader/Filer/PhoneNum09254264250
ReturnHeader/Filer/USAddress/AddressLine1Txt01999 HARVEST ROAD
ReturnHeader/Filer/USAddress/CityNm0PLEASANTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0548869611
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Janet S Yarbrough CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0550 Main Street Ste F2B
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Placerville
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095667
ReturnHeader/PreparerPersonGrp/PhoneNum09252003302
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Janet Yarbrough
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-11-13T12:28:26-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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