Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

990EZ • Fiscal year 2025 • EIN 16-1672228

Jul 01, 2024 to Jun 30, 2025 • Filed on Nov 17, 2025

36680 Cady RoadWinchester, CA 92596

(760) 553-3976

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2025

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2025

Net Margin

46th percentile

1.5%

Higher net margin than 46% of similar nonprofits.

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

Top Officer Pay

82nd percentile

$0

Higher top officer pay than 82% of similar nonprofits.

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

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

Asset Growth

32nd percentile

-8.5%

Faster asset growth than 32% of similar nonprofits.

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

Revenue Growth

19th percentile

-26%

Faster revenue growth than 19% of similar nonprofits.

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

Assets

Down

$18,351

Down $1,698 (-8.5%) from 2024

Net Assets

Down

$18,351

Down $1,698 (-8.5%) from 2024

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$53,871

Down $18,581 (-26%) from 2024

Expenses

Down

$53,058

Down $9,133 (-15%) from 2024

Net Income

Down

$813

Down $9,448 (-92%) from 2024

Historical Trend

Balance Sheet Trend

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

$30K$20K$10K$0Assets 2011: $21,511Net Assets 2011: $21,5112011Assets 2012: $13,483Liabilities 2012: $02012Assets 2013: $22,676Liabilities 2013: $02013Assets 2014: $21,687Net Assets 2014: $21,6872014Assets 2015: $12,833Net Assets 2015: $12,8332015Assets 2016: $12,715Net Assets 2016: $12,7152016Assets 2017: $12,444Net Assets 2017: $12,4442017Assets 2018: $10,960Liabilities 2018: $02018Assets 2019: $9,214Net Assets 2019: $9,2142019Assets 2020: $6,571Net Assets 2020: $6,5712020Assets 2021: $3,556Net Assets 2021: $3,5562021Assets 2024: $20,049Net Assets 2024: $20,0492024Assets 2025: $18,351Net Assets 2025: $18,3512025

Highlighted filing

2025

Assets$18,351
Liabilities-
Net Assets$18,351

Operations Trend

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

$100K$50K$0-$50KRevenue 2011: $15,842Expenses 2011: $1,916Net Income 2011: $13,9262011Revenue 2012: $65,725Expenses 2012: $73,753Net Income 2012: -$8,0282012Revenue 2013: $70,506Expenses 2013: $61,313Net Income 2013: $9,1932013Revenue 2014: $46,112Expenses 2014: $47,101Net Income 2014: -$9892014Revenue 2015: $53,560Expenses 2015: $62,414Net Income 2015: -$8,8542015Revenue 2016: $50,276Expenses 2016: $50,089Net Income 2016: $1872016Revenue 2017: $57,564Expenses 2017: $57,835Net Income 2017: -$2712017Revenue 2018: $59,115Expenses 2018: $60,599Net Income 2018: -$1,4842018Revenue 2019: $43,996Expenses 2019: $44,343Net Income 2019: -$3472019Revenue 2020: $37,888Expenses 2020: $39,344Net Income 2020: -$1,4562020Revenue 2021: $2,853Expenses 2021: $5,920Net Income 2021: -$3,0672021Revenue 2024: $72,452Expenses 2024: $62,191Net Income 2024: $10,2612024Revenue 2025: $53,871Expenses 2025: $53,058Net Income 2025: $8132025

Highlighted filing

2025

Revenue$53,871
Expenses$53,058
Net Income$813
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Nov 17, 2025
Return Version
2024v5.2
Gross Receipts
$111,507
Mission and Program Overview

Mission

Assisting Student Body

Program Services

DescriptionGrantsExpenses
Assisting the student body by providing field trips, assemblies, school equipment and other enrichment activities not provided for in the school district budget.--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Lauren LamarPresidentPT$0--
Analeen PhilipsSecretaryPT$0--
Emily YostTreasurerPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Boosterthon$57,739$57,739$24,926$32,813
Spring Festival$8,558$8,558$10,940$-2,382
Total Events$66,297$66,297$35,866$30,431
Filing and Contact Details

Filer

Filer Name
French Valley Elementary PTA
EIN
16-1672228
Address
36680 Cady Road, Winchester, CA 92596

Signing Officer

Name
Emily Yost
Title
Treasurer
Signed
2025-11-17
Discuss with paid preparer
Yes

Preparer

Firm
Financial Accounting Services Inc
Address
41635 Enterprise Cir N Ste A, Temecula, CA 92590
Preparer
Frederick J Karma
Phone
9517191515
Supplemental Narrative

Additional Explanations

Other Expenses.1002

Office Expenses $763

Other Expenses.1

Grade Level Funds $20000

Other Expenses.2

School donation $12800

Other Expenses.3

Donations $4300

Other Expenses.4

Misc Programs $4277

Other Expenses.5

5th grade promotion $2733

Other Expenses.6

Family Loved ones dance $2208

Other Expenses.7

Assemblies $2192

Other Expenses.8

Scholarship $1620

Other Expenses.9

Family Event $681

Other Expenses.10

Because Nice Matters $289

Other Expenses.11

High Flyer $206

Other Expenses.12

Founders Day $162

Other Expenses.13

Reading Elves $119

Other Expenses.14

Historian $11

Raw XML Appendix175 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/PersonNm0Emily Yost
IRS990EZ/BooksInCareOfDetail/PhoneNum07605533976
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt036680 Cady Road
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Winchester
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092596
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt020435
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt018351
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt02010
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0813
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0697
IRS990EZ/FiledScheduleAInd0true
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IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt020435
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IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt020435
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt018351
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt210.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Lauren Lamar
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Analeen Philips
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Emily Yost
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt0-2897
IRS990EZ/OtherExpensesTotalAmt052361
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Assisting Student Body
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Assisting the student body by providing field trips, assemblies, school equipment and other enrichment activities not provided for in the school district budget.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt057636
IRS990EZ/SpecialEventsNetIncomeLossAmt027714
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt053058
IRS990EZ/TotalRevenueAmt053871
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt02010
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt03689
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0281
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt05980
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt04
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt04
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt02756
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt02756
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt04
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt04
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal509Amt08736
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt02010
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt03689
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt03037
IRS990ScheduleA/Total509Grp/TotalAmt08736
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt02010
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt03689
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt03041
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt08740
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt035866
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Boosterthon
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Spring Festival
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt057739
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt08558
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt066297
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt057739
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt08558
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt066297
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt030431
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt035866
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt024926
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt010940
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $763
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Grade Level Funds $20000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2School donation $12800
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Donations $4300
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Misc Programs $4277
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt55th grade promotion $2733
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Family Loved ones dance $2208
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Assemblies $2192
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Scholarship $1620
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Family Event $681
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Because Nice Matters $289
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11High Flyer $206
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Founders Day $162
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Reading Elves $119
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14Historian $11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1002
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
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Emily Yost
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0French Valley Elementary PTA
ReturnHeader/Filer/BusinessNameControlTxt0FREN
ReturnHeader/Filer/EIN0161672228
ReturnHeader/Filer/USAddress/AddressLine1Txt036680 Cady Road
ReturnHeader/Filer/USAddress/CityNm0Winchester
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092596
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0330856059
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Financial Accounting Services Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt041635 Enterprise Cir N Ste A
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Temecula
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092590
ReturnHeader/PreparerPersonGrp/PhoneNum09517191515
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Frederick J Karma
ReturnHeader/ReturnTs02025-11-17T08:15:20-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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.$18.4$18.4$53.9$53.1$0.81
2024Detailed filing. Detailed filing data is available for this year.$20.0$20.0$72.5$62.2$10.3
2021Detailed filing. Detailed filing data is available for this year.$3.56$3.56$2.85$5.92$3.07
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.57$6.57$37.9$39.3$1.46
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.21$9.21$44.0$44.3$0.35
2018Summary only. Only limited summary data is available for this year.$11.0$0.00$59.1$60.6$1.48
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$12.4$12.4$57.6$57.8$0.27
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$12.7$12.7$50.3$50.1$0.19
2015Detailed filing. Detailed filing data is available for this year.$12.8$12.8$53.6$62.4$8.85
2014Detailed filing. Detailed filing data is available for this year.$21.7$21.7$46.1$47.1$0.99
2013Summary only. Only limited summary data is available for this year.$22.7$0.00$70.5$61.3$9.19
2012Summary only. Only limited summary data is available for this year.$13.5$0.00$65.7$73.8$8.03
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$21.5$21.5$15.8$1.92$13.9