Civic Intelligence

Glenknoll Elementary School PTA Ca Congress of Parents & Teachers Inc

990EZ • Fiscal year 2024 • EIN 23-7010163

Jul 01, 2023 to Jun 30, 2024 • Filed on Nov 05, 2024

6361 Glenknoll DriveYorba Linda, CA 92886

(714) 986-7140

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 2024

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2024

Net Margin

15th percentile

-28%

Higher net margin than 15% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

12th percentile

-48%

Faster asset growth than 12% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

49th percentile

2.2%

Faster revenue growth than 49% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Assets

Down

$25,160

Down $22,769 (-48%) from 2023

Net Assets

Down

$25,160

Down $22,769 (-48%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$80,236

Up $1,739 (+2.2%) from 2023

Expenses

Up

$103,005

Up $34,123 (+50%) from 2023

Net Income

Down

-$22,769

Down $32,384 (-337%) from 2023

Historical Trend

Balance Sheet Trend

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

$80K$60K$40K$20K$0Assets 2013: $73,459Net Assets 2013: $73,4592013Assets 2014: $39,413Net Assets 2014: $39,4132014Assets 2015: $37,886Net Assets 2015: $37,8862015Assets 2016: $40,592Net Assets 2016: $40,5922016Assets 2017: $34,843Net Assets 2017: $34,8432017Assets 2018: $41,066Net Assets 2018: $41,0662018Assets 2019: $29,321Net Assets 2019: $29,3212019Assets 2020: $43,140Net Assets 2020: $43,1402020Assets 2021: $47,035Net Assets 2021: $47,0352021Assets 2022: $38,314Net Assets 2022: $38,3142022Assets 2023: $47,929Net Assets 2023: $47,9292023Assets 2024: $25,160Net Assets 2024: $25,1602024Assets 2025: $39,157Net Assets 2025: $39,1572025

Highlighted filing

2024

Assets$25,160
Liabilities-
Net Assets$25,160

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2013: $55,675Expenses 2013: $29,132Net Income 2013: $26,5432013Revenue 2014: $93,440Expenses 2014: $127,486Net Income 2014: -$34,0462014Revenue 2015: $87,395Expenses 2015: $88,922Net Income 2015: -$1,5272015Revenue 2016: $141,017Expenses 2016: $138,311Net Income 2016: $2,7062016Revenue 2017: $62,445Expenses 2017: $68,194Net Income 2017: -$5,7492017Revenue 2018: $81,810Expenses 2018: $75,587Net Income 2018: $6,2232018Revenue 2019: $83,900Expenses 2019: $95,645Net Income 2019: -$11,7452019Revenue 2020: $66,364Expenses 2020: $52,545Net Income 2020: $13,8192020Revenue 2021: $35,782Expenses 2021: $31,887Net Income 2021: $3,8952021Revenue 2022: $50,659Expenses 2022: $59,380Net Income 2022: -$8,7212022Revenue 2023: $78,497Expenses 2023: $68,882Net Income 2023: $9,6152023Revenue 2024: $80,236Expenses 2024: $103,005Net Income 2024: -$22,7692024Revenue 2025: $93,486Expenses 2025: $79,489Net Income 2025: $13,9972025

Highlighted filing

2024

Revenue$80,236
Expenses$103,005
Net Income-$22,769
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Nov 5, 2024
Return Version
2023v5.1
Gross Receipts
$84,901
Mission and Program Overview

Mission

The organization's purpose is to provide enrichment to the educational programs of Glenknoll Elementary School, to promote parent involvement and leadership, and to support the teachers and staff of the school.

Program Services

DescriptionGrantsExpenses
FACILITATE AND SUPPORT SCHOOL PROGRAMS THAT ENCOURAGE LEARNING, INCREASE EDUCATIONAL OPPORTUNITIES AND PROMOTE SCHOOL SPIRIT AND COMMUNITY INVOLVEMENT, THROUGH OUTDOOR EDUCATIONAL PROGRAMS, BOOK FAIR, YEARBOOKS AND SPIRIT WEAR.-$60,768
HOST PROJECTS AND PROVIDE GIFTS TO THE SCHOOL, SUCH AS 6TH GRADE PROMOTION, HOST FAMILY FUN NIGHTS, AND PROVIDE TEACHER AND STUDENT SUPPLIES.-$20,092
PROVIDE FUNDS TO ENRICH THE LEARNING EXPERIENCE OF THE STUDENTS THROUGH EDUCATIONAL SOFTWARE SUBSCRIPTIONS, ART AND OTHER PROGRAMS, SPONSOR FIELD TRIPS AND ASSEMBLIES.-$16,597
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JESSICA CASTELLONPresidentPT$0--
SHAWNA MARSHALLExec VP-$0--
DIPESH GARACHTreasurerPT$0--
PATRICIA WALTERSecretary-$0--
COLLEEN WOODVP Of Fundraisi-$0--
YASMIN ELKOTTVP Of Programs-$0--
CHANEL LAWRENCEHistorian-$0--
MARIA GARCIAFin Secretary-$0--
RAY BELTRANAuditor-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Misc Fundraising Activities$17,582$17,582$4,665$12,917
Jog-a-thon$16,921$16,921-$16,921
Total Events$34,503$34,503$4,665$29,838
Filing and Contact Details

Filer

Filer Name
Pta Glenknoll Elementary
EIN
23-7010163
Phone
7149867140
Address
6361 GLENKNOLL DRIVE, YORBA LINDA, CA 92886

Signing Officer

Name
Jessica Castellon
Title
President
Signed
2024-11-05
Discuss with paid preparer
Yes

Preparer

Firm
Michael C Agresti CPA
Address
17342 STAFFORD CIR, YORBA LINDA, CA 92886
Preparer
Michael C Agresti
Phone
7143213680
Supplemental Narrative

Additional Explanations

Other Expenses.1

PROGRAM EXPENSES $93729

Other Expenses.2

OPERATING EXPENSES $5548

Other Expenses.3

Hospitality/teacher appreciati $3728

Raw XML Appendix193 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/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1EXEC VP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4VP OF FUNDRAISI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5VP OF PROGRAMS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6HISTORIAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7FIN SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8AUDITOR
IRS990EZ/OperateHospitalInd0false
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IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt0103005
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0THE ORGANIZATION'S PURPOSE IS TO PROVIDE ENRICHMENT TO THE EDUCATIONAL PROGRAMS OF GLENKNOLL ELEMENTARY SCHOOL, TO PROMOTE PARENT INVOLVEMENT AND LEADERSHIP, AND TO SUPPORT THE TEACHERS AND STAFF OF THE SCHOOL.
IRS990EZ/ProgramServiceRevenueAmt046059
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1HOST PROJECTS AND PROVIDE GIFTS TO THE SCHOOL, SUCH AS 6TH GRADE PROMOTION, HOST FAMILY FUN NIGHTS, AND PROVIDE TEACHER AND STUDENT SUPPLIES.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PROGRAM EXPENSES $93729
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1OPERATING EXPENSES $5548
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2HOSPITALITY/TEACHER APPRECIATI $3728
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.3
ReturnHeader/BuildTS02024-10-15 13:58:12Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0JESSICA CASTELLON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA GLENKNOLL ELEMENTARY
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CA CONGRESS OF PARENTS & TEACHERS INC
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ReturnHeader/Filer/EIN0237010163
ReturnHeader/Filer/PhoneNum07149867140
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ReturnHeader/Filer/USAddress/CityNm0YORBA LINDA
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt017342 STAFFORD CIR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0YORBA LINDA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092886
ReturnHeader/PreparerPersonGrp/PhoneNum07143213680
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Michael C Agresti
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02024-11-05T17:10:19-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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.$0.39$0.39$0.93$0.79$0.14
2024Detailed filing. Detailed filing data is available for this year.$0.25$0.25$0.80$1.03$0.23
2023Detailed filing. Detailed filing data is available for this year.$0.48$0.48$0.78$0.69$0.10
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.38$0.38$0.51$0.59$0.09
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.47$0.47$0.36$0.32$0.04
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.43$0.43$0.66$0.53$0.14
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.29$0.29$0.84$0.96$0.12
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.41$0.41$0.82$0.76$0.06
2017Detailed filing. Detailed filing data is available for this year.$0.35$0.35$0.62$0.68$0.06
2016Detailed filing. Detailed filing data is available for this year.$0.41$0.41$1.41$1.38$0.03
2015Detailed filing. Detailed filing data is available for this year.$0.38$0.38$0.87$0.89$0.02
2014Detailed filing. Detailed filing data is available for this year.$0.39$0.39$0.93$1.27$0.34
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.73$0.73$0.56$0.29$0.27