Civic Intelligence

Will Rogers Elementary School PTA California Congress of Parents

990EZ • Fiscal year 2024 • EIN 23-7017326

Jul 01, 2023 to Jun 30, 2024 • Filed on Nov 15, 2024

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 2024

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2024

Net Margin

76th percentile

22%

Higher net margin than 76% 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

62nd percentile

9.1%

Faster asset growth than 62% of similar nonprofits.

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

Revenue Growth

13th percentile

-44%

Faster revenue growth than 13% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$209,322

Up $17,418 (+9.1%) from 2023

Net Assets

Up

$209,322

Up $17,418 (+9.1%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin76th percentile

Revenue

Down

$79,894

Down $62,323 (-44%) from 2023

Expenses

Up

$62,476

Up $13,233 (+27%) from 2023

Net Income

Down

$17,418

Down $75,556 (-81%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth62nd 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

2024

Assets$209,322
Liabilities-
Net Assets$209,322
Open 2024 Filing

Operations Trend

Revenue Growth13th 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

2024

Revenue$79,894
Expenses$62,476
Net Income$17,418
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Nov 15, 2024
Return Version
2023v5.1
Gross Receipts
$96,758
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.-$29,179
FIELD TRIPS AND ASSEMBLIES FOR ALL STUDENTS.-$29,178
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Sarah WahrenbrockPresident-$0--
Roxy JimenezTreasurer-$0--
Ana EvangelistaVice President-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Jog-a-thon$49,631$49,631$733$48,898
Auction$10,546$10,546$5,050$5,496
Total Events$67,831$67,831$13,241$54,590
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
Roxy Jimenez
Title
Treasurer
Signed
2024-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Farzan & Farzan an Accountancy Corp
Address
16000 VENTURA BLVD SUITE 500, ENCINO, CA 91436
Preparer
Josh Farzan CPA
Phone
3103940231
Supplemental Narrative

Additional Explanations

Other Expenses.1012

“Insurance $280”

Other Expenses.1

“Classroom Software Expense $21588”

Other Expenses.2

“Donations $15250”

Other Expenses.3

“Event Costs $11410”

Other Expenses.4

“Class Activties & Trips $5000”

Other Expenses.5

“Hospitality $4182”

Other Expenses.6

“PTA Expenses $2492”

Other Expenses.7

“Website & App Expense $412”

Other Expenses.8

“Learning Activity $400”

Other Expenses.9

“Committee Expense $373”

Other Expenses.10

“Membership Expenses $154”

Other Expenses.11

“Bank Fees $10”

Raw XML Appendix173 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/PersonNm0Roxy Jimenez
IRS990EZ/BooksInCareOfDetail/PhoneNum03104522364
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt02401 14th Street
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Santa Monica
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd090405
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0191904
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0209322
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt022594
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt017418
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0925
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0191904
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0209322
IRS990EZ/FundraisingGrossIncomeAmt074164
IRS990EZ/GrossReceiptsAmt096758
IRS990EZ/GroupExemptionNum00646
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0191904
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0209322
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0191904
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0209322
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt03.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt13.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt23.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Sarah Wahrenbrock
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Roxy Jimenez
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Ana Evangelista
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Vice President
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt061551
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/ProgramServiceExpensesAmt029179
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt129178
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt016864
IRS990EZ/SpecialEventsNetIncomeLossAmt057300
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt062476
IRS990EZ/TotalProgramServiceExpensesAmt058357
IRS990EZ/TotalRevenueAmt079894
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt022594
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt055683
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt08953
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt04512
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt05605
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt097347
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt097347
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt022594
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt055683
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt08953
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt04512
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt05605
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt097347
IRS990ScheduleA/TotalSupportAmt097347
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt013241
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0JOG-A-THON
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0AUCTION
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt049631
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt010546
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt07654
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt067831
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt049631
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt010546
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt07654
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt067831
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt054590
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt07458
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt013241
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt0733
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt05050
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Insurance $280
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Classroom Software Expense $21588
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Donations $15250
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Event Costs $11410
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Class Activties & Trips $5000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Hospitality $4182
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6PTA Expenses $2492
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Website & App Expense $412
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Learning Activity $400
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Committee Expense $373
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Membership Expenses $154
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Bank Fees $10
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
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Roxy Jimenez
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-15
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/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0454629486
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0FARZAN & FARZAN AN ACCOUNTANCY CORP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt016000 VENTURA BLVD SUITE 500
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ENCINO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd091436
ReturnHeader/PreparerPersonGrp/PhoneNum03103940231
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOSH FARZAN CPA
ReturnHeader/ReturnTs02024-11-15T17:21:21-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$209,322
Liabilities
-
Net assets
$209,322
Revenue
$79,894
Expenses
$62,476
Net income
$17,418
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
2024Detailed filing. Detailed filing data is available for this year.$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
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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