Civic Intelligence

PTA California Congress Parent Teachers Students Inc

990EZ • Fiscal year 2023 • EIN 03-0451694

Jul 01, 2022 to Jun 30, 2023 • Filed on May 02, 2024

Organization ProfileN/A
6562 Stanford AveGarden Grove, CA 92845

(714) 663-6074

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

89th percentile

46%

Higher net margin than 89% 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

89th percentile

71%

Faster asset growth than 89% of similar nonprofits.

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

Revenue Growth

55th percentile

9.1%

Faster revenue growth than 55% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$40,518

Up $16,887 (+71%) from 2022

Net Assets

Up

$40,518

Up $16,887 (+71%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin89th percentile

Revenue

Up

$36,534

Up $3,061 (+9.1%) from 2022

Expenses

Up

$19,647

Up $1,356 (+7.4%) from 2022

Net Income

Up

$16,887

Up $1,705 (+11%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth89th percentile

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

$60K$40K$20K$0Assets 2012: $21,959Liabilities 2012: $0Net Assets 2012: $21,9592012Assets 2013: $20,350Liabilities 2013: $0Net Assets 2013: $20,3502013Assets 2014: $13,139Liabilities 2014: $0Net Assets 2014: $13,1392014Assets 2017: $8,910Liabilities 2017: $0Net Assets 2017: $8,9102017Assets 2022: $23,631Liabilities 2022: $0Net Assets 2022: $23,6312022Assets 2023: $40,518Liabilities 2023: $0Net Assets 2023: $40,5182023Assets 2024: $38,570Liabilities 2024: $0Net Assets 2024: $38,5702024Assets 2025: $37,188Net Assets 2025: $37,1882025

Highlighted filing

2023

Assets$40,518
Liabilities$0
Net Assets$40,518
Open 2023 Filing

Operations Trend

Revenue Growth55th percentile

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

$60K$40K$20K$0-$20KRevenue 2012: $21,732Expenses 2012: $23,302Net Income 2012: -$1,5702012Revenue 2013: $12,640Expenses 2013: $14,249Net Income 2013: -$1,6092013Revenue 2014: $6,968Expenses 2014: $14,179Net Income 2014: -$7,2112014Revenue 2017: $43,797Expenses 2017: $35,996Net Income 2017: $7,8012017Revenue 2022: $33,473Expenses 2022: $18,291Net Income 2022: $15,1822022Revenue 2023: $36,534Expenses 2023: $19,647Net Income 2023: $16,8872023Revenue 2024: $34,089Expenses 2024: $36,037Net Income 2024: -$1,9482024Revenue 2025: $23,897Expenses 2025: $25,279Net Income 2025: -$1,3822025

Highlighted filing

2023

Revenue$36,534
Expenses$19,647
Net Income$16,887
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
May 2, 2024
Return Version
2022v5.0
Gross Receipts
$55,691
Mission and Program Overview

Mission

Promote welfare of children in home, school and community.

Student support and enrichment

Program Services

DescriptionGrantsExpenses
STUDENT SUPPORT AND ENRICHMENT--
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SOPHIE WARDLEPresident-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Jog a Thon$30,646$30,646$12,481$18,165
Total Events$30,646$30,646$12,481$18,165
Filing and Contact Details

Filer

Filer Name
Pta California Congress Parent Teachers Students
EIN
03-0451694
Address
6562 STANFORD AVE, GARDEN GROVE, CA 92845

Signing Officer

Name
Sophie Wardle
Title
President
Signed
2024-05-02
Discuss with paid preparer
Yes

Preparer

Firm
Maughan & Maughan-holloway
Address
12812 VALLEY VIEW ST SUITE 12, Garden Grove, CA 92845
Preparer
Michelle Maughan-holloway
Phone
7143790000
Supplemental Narrative

Additional Explanations

List of grants and similar amounts paid Part I line 10

“Activity school enrichment grantee garden park students relationship students of the school”

Description of other expenses Part I line 16

“Description amountlibrary 295signs 110supplies 42student enrichment 17,800teacher expenses 1,400”

Raw XML Appendix137 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/PersonNm0SOPHIE WARDLE
IRS990EZ/BooksInCareOfDetail/PhoneNum07146636074
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt06562 STANFORD AVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0GARDEN GROVE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092845
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt023631
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt040518
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt02325
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt016887
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt023631
IRS990EZ/Form990TotalAssetsGrp/EOYAmt040518
IRS990EZ/FundraisingGrossIncomeAmt053366
IRS990EZ/GrossReceiptsAmt055691
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt023631
IRS990EZ/NetAssetsOrFundBalancesEOYAmt040518
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt023631
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt040518
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0SOPHIE WARDLE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt019647
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0STUDENT SUPPORT AND ENRICHMENT
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0STUDENT SUPPORT AND ENRICHMENT
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt019157
IRS990EZ/SpecialEventsNetIncomeLossAmt034209
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt019647
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt036534
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt02325
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt02427
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt02200
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt02300
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt02400
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt011652
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt011652
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt02325
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt02427
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt02200
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt02300
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt02400
IRS990ScheduleA/Total509Grp/TotalAmt011652
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt02325
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt02427
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt02200
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt02300
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt02400
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt011652
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt012481
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0JOG A THON
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt030646
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt030646
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt030646
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt030646
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt018165
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt012481
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt012481
IRS990ScheduleG/LicensedStatesCd0CA
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ACTIVITY SCHOOL ENRICHMENT GRANTEE GARDEN PARK STUDENTS RELATIONSHIP STUDENTS OF THE SCHOOL
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION AMOUNTLIBRARY 295SIGNS 110SUPPLIES 42STUDENT ENRICHMENT 17,800TEACHER EXPENSES 1,400
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0List of grants and similar amounts paid Part I line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL2
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd000
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SOPHIE WARDLE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-05-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA CALIFORNIA CONGRESS PARENT TEACHERS STUDENTS
ReturnHeader/Filer/BusinessNameControlTxt0PTAC
ReturnHeader/Filer/EIN0030451694
ReturnHeader/Filer/USAddress/AddressLine1Txt06562 STANFORD AVE
ReturnHeader/Filer/USAddress/CityNm0GARDEN GROVE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092845
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0421648508
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MAUGHAN & MAUGHAN-HOLLOWAY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt012812 VALLEY VIEW ST SUITE 12
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Garden Grove
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092845
ReturnHeader/PreparerPersonGrp/PhoneNum07143790000
ReturnHeader/PreparerPersonGrp/PreparationDt02024-05-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHELLE MAUGHAN-HOLLOWAY
ReturnHeader/ReturnTs02024-05-06T17:26:01-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0SOPHIE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0WARDLE
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$40,518
Liabilities
$0
Net assets
$40,518
Revenue
$36,534
Expenses
$19,647
Net income
$16,887
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$37.2$37.2$23.9$25.3$1.38
2024Detailed filing. Detailed filing data is available for this year.$38.6$0.00$38.6$34.1$36.0$1.95
2023Detailed filing. Detailed filing data is available for this year.$40.5$0.00$40.5$36.5$19.6$16.9
2022Detailed filing. Detailed filing data is available for this year.$23.6$0.00$23.6$33.5$18.3$15.2
2017Detailed filing. Detailed filing data is available for this year.$8.91$0.00$8.91$43.8$36.0$7.80
2014Detailed filing. Detailed filing data is available for this year.$13.1$0.00$13.1$6.97$14.2$7.21
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$20.4$0.00$20.4$12.6$14.2$1.61
2012Summary only. Only limited summary data is available for this year.$22.0$0.00$22.0$21.7$23.3$1.57