Civic Intelligence

Will Rogers Elementary School PTA California Congress of Parents

990EZ • Fiscal year 2021 • EIN 23-7017326

Jul 01, 2020 to Jun 30, 2021 • Filed on Oct 05, 2021

Organization ProfileN/A
2401 14th StreetSanta Monica, CA 90405

(310) 452-2364

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 2021

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2021

Net Margin

25th percentile

-9.0%

Higher net margin than 25% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

33rd percentile

-3.9%

Faster asset growth than 33% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

23rd percentile

-35%

Faster revenue growth than 23% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$74,169

Down $3,049 (-3.9%) from 2020

Net Assets

Down

$74,169

Down $3,049 (-3.9%) from 2020

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin25th percentile

Revenue

Down

$33,962

Down $18,574 (-35%) from 2020

Expenses

Down

$37,011

Down $23,427 (-39%) from 2020

Net Income

Up

-$3,049

Up $4,853 (+61%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth33rd percentile

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

$300K$200K$100K$0Assets 2014: $89,625Net Assets 2014: $89,6252014Assets 2015: $90,871Net Assets 2015: $90,8712015Assets 2016: $125,629Net Assets 2016: $125,6292016Assets 2017: $129,356Net Assets 2017: $129,3562017Assets 2018: $96,145Net Assets 2018: $96,1452018Assets 2019: $85,120Net Assets 2019: $85,1202019Assets 2020: $77,218Net Assets 2020: $77,2182020Assets 2021: $74,169Net Assets 2021: $74,1692021Assets 2022: $98,930Net Assets 2022: $98,9302022Assets 2023: $191,904Net Assets 2023: $191,9042023Assets 2024: $209,322Net Assets 2024: $209,3222024Assets 2025: $210,575Net Assets 2025: $210,5752025

Highlighted filing

2021

Assets$74,169
Liabilities-
Net Assets$74,169
Open 2021 Filing

Operations Trend

Revenue Growth23rd percentile

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

$200K$100K$0-$100KRevenue 2014: $124,515Expenses 2014: $175,092Net Income 2014: -$50,5772014Revenue 2015: $123,682Expenses 2015: $122,436Net Income 2015: $1,2462015Revenue 2016: $98,490Expenses 2016: $73,150Net Income 2016: $25,3402016Revenue 2017: $83,730Expenses 2017: $80,003Net Income 2017: $3,7272017Revenue 2018: $47,362Expenses 2018: $80,573Net Income 2018: -$33,2112018Revenue 2019: $73,996Expenses 2019: $85,021Net Income 2019: -$11,0252019Revenue 2020: $52,536Expenses 2020: $60,438Net Income 2020: -$7,9022020Revenue 2021: $33,962Expenses 2021: $37,011Net Income 2021: -$3,0492021Revenue 2022: $76,512Expenses 2022: $42,007Net Income 2022: $34,5052022Revenue 2023: $142,217Expenses 2023: $49,243Net Income 2023: $92,9742023Revenue 2024: $79,894Expenses 2024: $62,476Net Income 2024: $17,4182024Revenue 2025: $79,666Expenses 2025: $78,413Net Income 2025: $1,2532025

Highlighted filing

2021

Revenue$33,962
Expenses$37,011
Net Income-$3,049
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Oct 5, 2021
Return Version
2020v4.0
Gross Receipts
$41,047
Mission and Program Overview

Mission

The pta's primary purpose is to encourage parent, teacher and student interaction and to financially support educational activities of the school.

Program Services

DescriptionGrantsExpenses
CLASSROOM SUPPLIES, BOOKS, SOFTWARE, INSRUCTIONAL MATERIALS AND SCHOOL SUPPLIES PROVIDED TO ALL CLASSROOM TEACHERS FOR THE BENEFIT OF ALL STUDENTS.$33,313-
FIELD TRIPS AND ASSEMBLIES FOR ALL STUDENTS.--
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Ana EvangelistaPresident-$0--
Valeria JamieTreasurer-$0--
Erin InatsuguVice President-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Auction$15,595$15,595-$15,595
Jog-a-thon$11,953$11,953$367$11,586
Total Events$27,548$27,548$367$27,181
Filing and Contact Details

Filer

Filer Name
Will Rogers Elementary School Pta
EIN
23-7017326
Phone
3104522364
Address
2401 14TH STREET, SANTA MONICA, CA 90405

Signing Officer

Name
Ana Evangelista
Title
President
Signed
2021-10-05
Discuss with paid preparer
Yes

Preparer

Firm
Farzan & Farzan Aac
Address
2001 WILSHIRE BLVD SUITE 270, SANTA MONICA, CA 90403
Preparer
Josh Farzan CPA
Phone
3103940231
Supplemental Narrative

Additional Explanations

Other Expenses.1

“Class Supplies $14316”

Other Expenses.2

“Class Software $8052”

Other Expenses.3

“Foundation Expense $5000”

Other Expenses.4

“Fifth Grade Expenses $2332”

Other Expenses.5

“Operating Expenses $2120”

Other Expenses.6

“Staff Appreciation $1578”

Other Expenses.7

“Membership Expense $1181”

Other Expenses.8

“Donations $1000”

Other Expenses.9

“PTA Expenses $675”

Other Expenses.10

“Facilities $385”

Other Expenses.11

“Honorarium $243”

Other Expenses.12

“Communications $129”

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.

Path#Value
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IRS990EZ/BooksInCareOfDetail/PhoneNum03104300718
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt02401 14th Street
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Santa Monica
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd090405
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IRS990EZ/InfoInScheduleOPartIInd0X
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IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Ana Evangelista
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Valeria Jamie
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Erin Inatsugu
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Vice President
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt037011
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0THE PTA'S PRIMARY PURPOSE IS TO ENCOURAGE PARENT, TEACHER AND STUDENT INTERACTION AND TO FINANCIALLY SUPPORT EDUCATIONAL ACTIVITIES OF THE SCHOOL.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0CLASSROOM SUPPLIES, BOOKS, SOFTWARE, INSRUCTIONAL MATERIALS AND SCHOOL SUPPLIES PROVIDED TO ALL CLASSROOM TEACHERS FOR THE BENEFIT OF ALL STUDENTS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1FIELD TRIPS AND ASSEMBLIES FOR ALL STUDENTS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt033313
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt07085
IRS990EZ/SpecialEventsNetIncomeLossAmt029450
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt037011
IRS990EZ/TotalProgramServiceExpensesAmt033313
IRS990EZ/TotalRevenueAmt033962
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt04512
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt05605
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt010578
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt07771
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt010096
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt038562
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt038562
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt04512
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt05605
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt010578
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt07771
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt010096
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt038562
IRS990ScheduleA/TotalSupportAmt038562
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt0367
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0AUCTION
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0JOG-A-THON
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt015595
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt011953
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt027548
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt015595
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt011953
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt027548
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt027181
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt0367
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt0367
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Class Supplies $14316
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Class Software $8052
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Foundation Expense $5000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Fifth Grade Expenses $2332
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Operating Expenses $2120
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Staff Appreciation $1578
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Membership Expense $1181
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Donations $1000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8PTA Expenses $675
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Facilities $385
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Honorarium $243
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Communications $129
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Expenses.12
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Ana Evangelista
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-10-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WILL ROGERS ELEMENTARY SCHOOL PTA
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CALIFORNIA CONGRESS OF PARENTS
ReturnHeader/Filer/BusinessNameControlTxt0WILL
ReturnHeader/Filer/EIN0237017326
ReturnHeader/Filer/PhoneNum03104522364
ReturnHeader/Filer/USAddress/AddressLine1Txt02401 14TH STREET
ReturnHeader/Filer/USAddress/CityNm0SANTA MONICA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd090405
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0454629486
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0FARZAN & FARZAN AAC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02001 WILSHIRE BLVD SUITE 270
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SANTA MONICA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd090403
ReturnHeader/PreparerPersonGrp/PhoneNum03103940231
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOSH FARZAN CPA
ReturnHeader/ReturnTs02021-10-05T07:08:44-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Ana
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Evangelista
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$74,169
Liabilities
-
Net assets
$74,169
Revenue
$33,962
Expenses
$37,011
Net income
-$3,049
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.11$2.11$0.80$0.78$0.01
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.09$2.09$0.80$0.62$0.17
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.92$1.92$1.42$0.49$0.93
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.99$0.99$0.77$0.42$0.35
2021Detailed filing. Detailed filing data is available for this year.$0.74$0.74$0.34$0.37$0.03
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.77$0.77$0.53$0.60$0.08
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.85$0.85$0.74$0.85$0.11
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.96$0.96$0.47$0.81$0.33
2017Detailed filing. Detailed filing data is available for this year.$1.29$1.29$0.84$0.80$0.04
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.26$1.26$0.98$0.73$0.25
2015Detailed filing. Detailed filing data is available for this year.$0.91$0.91$1.24$1.22$0.01
2014Detailed filing. Detailed filing data is available for this year.$0.90$0.90$1.25$1.75$0.51