Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

990EZ • Fiscal year 2022 • EIN 23-7017375

Jul 01, 2021 to Jun 30, 2022 • Filed on Nov 28, 2023

Organization Profilen/a
15135 Escalona RoadLa Mirada, CA 90638

(714) 507-8665

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.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

58th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Net Margin

55th percentile

8.1%

Higher net margin than 55% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

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.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

73rd percentile

23%

Faster asset growth than 73% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

96th percentile

578%

Faster revenue growth than 96% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$20,312

Up $3,864 (+23%) from 2021

Net Assets

Up

$20,312

Up $3,864 (+23%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin55th percentile

Revenue

Up

$48,728

Up $41,541 (+578%) from 2021

Expenses

Up

$44,801

Up $25,400 (+131%) from 2021

Net Income

Up

$3,927

Up $16,141 (+132%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth73rd percentile

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

$30K$20K$10K$0Assets 2015: $24,909Net Assets 2015: $24,9092015Assets 2016: $16,130Liabilities 2016: $0Net Assets 2016: $16,1302016Assets 2017: $9,579Liabilities 2017: $0Net Assets 2017: $9,5792017Assets 2018: $8,502Liabilities 2018: $0Net Assets 2018: $8,5022018Assets 2019: $6,338Liabilities 2019: $0Net Assets 2019: $6,3382019Assets 2020: $28,635Liabilities 2020: $0Net Assets 2020: $28,6352020Assets 2021: $16,448Liabilities 2021: $0Net Assets 2021: $16,4482021Assets 2022: $20,312Liabilities 2022: $0Net Assets 2022: $20,3122022Assets 2023: $24,636Liabilities 2023: $0Net Assets 2023: $24,6362023Assets 2024: $17,527Liabilities 2024: $0Net Assets 2024: $17,5272024

Highlighted filing

2022

Assets$20,312
Liabilities$0
Net Assets$20,312
Open 2022 Filing

Operations Trend

Revenue Growth96th percentile

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

$100K$50K$0-$50KRevenue 2015: $42,847Expenses 2015: $44,007Net Income 2015: -$1,1602015Revenue 2016: $59,963Expenses 2016: $57,313Net Income 2016: $2,6502016Revenue 2017: $56,584Expenses 2017: $63,135Net Income 2017: -$6,5512017Revenue 2018: $58,438Expenses 2018: $59,515Net Income 2018: -$1,0772018Revenue 2019: $52,726Expenses 2019: $54,890Net Income 2019: -$2,1642019Revenue 2020: $51,641Expenses 2020: $29,344Net Income 2020: $22,2972020Revenue 2021: $7,187Expenses 2021: $19,401Net Income 2021: -$12,2142021Revenue 2022: $48,728Expenses 2022: $44,801Net Income 2022: $3,9272022Revenue 2023: $72,734Expenses 2023: $67,128Net Income 2023: $5,6062023Revenue 2024: $51,494Expenses 2024: $63,453Net Income 2024: -$11,9592024

Highlighted filing

2022

Revenue$48,728
Expenses$44,801
Net Income$3,927
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Nov 28, 2023
Return Version
2021v4.2
Gross Receipts
$48,728
Mission and Program Overview

Mission

Student assistance and parent education

Student Assistance & Parent Education

Program Services

DescriptionGrantsExpenses
Stupport Students Education and after school programs not subsidized by the school district--
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kelly HolmerPresidentPT$0--
Ashley TitoFundraisingPT$0--
Huani OstendiTreasurerPT$0--
Rheana PeltierExecutive VPPT$0--
Filing and Contact Details

Filer

Filer Name
Escalona Elementary PTA
EIN
23-7017375
Address
15135 Escalona Road, La Mirada, CA 90638

Signing Officer

Name
Huani Ostendi
Title
Treasurer
Phone
5626400760
Signed
2023-11-28
Discuss with paid preparer
Yes

Preparer

Firm
Ambassador Tax Services Inc
Address
1170 Durfee Ave Suite C, South El Monte, CA 91733
Preparer
Francisco Javier Amador EACRTP
Phone
5627350388
Supplemental Narrative

Additional Explanations

General explanation attachment

“Bank of America Ecommerce account was closed and funds used as regular program expenditures as per current treasurer. Adjustment of $63 was done as a result of rounding error.”

Description of other expenses Part I line 16

“Description AmountAdministration Expenses 265Fundraising Expenses 19,846Program Expenses 24,690”

Other changes in net assets or fund balances Part I line 20

“Description AmountMisc Expenses (63)”

Raw XML Appendix152 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/PersonNm0Kelly Holmer
IRS990EZ/BooksInCareOfDetail/PhoneNum07145078665
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt015135 Escalona Road
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0La Mirada
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd090638
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt016448
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt020312
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt03927
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt016448
IRS990EZ/Form990TotalAssetsGrp/EOYAmt020312
IRS990EZ/GrossReceiptsAmt048728
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt016448
IRS990EZ/NetAssetsOrFundBalancesEOYAmt020312
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt016448
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt020312
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt210.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt310.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Kelly Holmer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Ashley Tito
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Huani Ostendi
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Rheana Peltier
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Fundraising
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Executive VP
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt0-63
IRS990EZ/OtherExpensesTotalAmt044801
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Student Assistance & Parent Education
IRS990EZ/ProgramServiceRevenueAmt048728
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Stupport Students Education and after school programs not subsidized by the school district
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt044801
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt048728
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0n/a
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0661
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt01042
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt01875
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt09499
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt013077
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt048728
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt06526
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt050599
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt050851
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt055279
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0211983
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0225060
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt048728
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt07187
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt051641
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt052726
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt064778
IRS990ScheduleA/Total509Grp/TotalAmt0225060
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt048728
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt07187
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt051641
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt052726
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt064778
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0225060
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Bank of America Ecommerce account was closed and funds used as regular program expenditures as per current treasurer. Adjustment of $63 was done as a result of rounding error.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description AmountAdministration Expenses 265Fundraising Expenses 19,846Program Expenses 24,690
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Description AmountMisc Expenses (63)
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0General explanation attachment
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other changes in net assets or fund balances Part I line 20
ReasonableCauseExplanation/ExplanationTxt0Previous treasurer quit and took new treasurer some time to organize documents and bring them to the office for tax preaparation
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd000
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Huani Ostendi
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum05626400760
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Escalona Elementary PTA
ReturnHeader/Filer/BusinessNameControlTxt0ESCA
ReturnHeader/Filer/EIN0237017375
ReturnHeader/Filer/USAddress/AddressLine1Txt015135 Escalona Road
ReturnHeader/Filer/USAddress/CityNm0La Mirada
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd090638
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0474606127
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Ambassador Tax Services Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01170 Durfee Ave Suite C
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0South El Monte
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd091733
ReturnHeader/PreparerPersonGrp/PhoneNum05627350388
ReturnHeader/PreparerPersonGrp/PreparationDt02023-12-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Francisco Javier Amador EACRTP
ReturnHeader/ReturnTs02023-12-15T13:00:52-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Huani
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Ostendi
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$20,312
Liabilities
$0
Net assets
$20,312
Revenue
$48,728
Expenses
$44,801
Net income
$3,927
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$17.5$0.00$17.5$51.5$63.5$12.0
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$24.6$0.00$24.6$72.7$67.1$5.61
2022Detailed filing. Detailed filing data is available for this year.$20.3$0.00$20.3$48.7$44.8$3.93
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$16.4$0.00$16.4$7.19$19.4$12.2
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$28.6$0.00$28.6$51.6$29.3$22.3
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.34$0.00$6.34$52.7$54.9$2.16
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.50$0.00$8.50$58.4$59.5$1.08
2017Detailed filing. Detailed filing data is available for this year.$9.58$0.00$9.58$56.6$63.1$6.55
2016Detailed filing. Detailed filing data is available for this year.$16.1$0.00$16.1$60.0$57.3$2.65
2015Detailed filing. Detailed filing data is available for this year.$24.9$24.9$42.8$44.0$1.16