Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

990EZ • Fiscal year 2023 • EIN 23-7017375

Jul 01, 2022 to Jun 30, 2023 • Filed on Dec 01, 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.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

59th percentile

0.00x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

58th percentile

7.7%

Higher net margin than 58% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

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.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

74th percentile

21%

Faster asset growth than 74% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

80th percentile

49%

Faster revenue growth than 80% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$24,636

Up $4,324 (+21%) from 2022

Net Assets

Up

$24,636

Up $4,324 (+21%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin58th percentile

Revenue

Up

$72,734

Up $24,006 (+49%) from 2022

Expenses

Up

$67,128

Up $22,327 (+50%) from 2022

Net Income

Up

$5,606

Up $1,679 (+43%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth74th 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

2023

Assets$24,636
Liabilities$0
Net Assets$24,636
Open 2023 Filing

Operations Trend

Revenue Growth80th 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

2023

Revenue$72,734
Expenses$67,128
Net Income$5,606
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Dec 1, 2023
Return Version
2022v5.0
Gross Receipts
$72,734
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--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Thirts$7,712$7,712-$7,712
Total Events$7,712$7,712-$7,712
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
7145078665
Signed
2023-12-01
Discuss with paid preparer
Yes

Preparer

Firm
Ambassador Tax Services Inc
Address
1170 Durfee Avenue 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 433Fundraising Expenses 8,463Program Expenses 58,232”

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

“Description AmountClosure of Savings Account (est) (1,282)”

Raw XML Appendix165 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/BOYAmt020312
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt024636
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt05606
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt020312
IRS990EZ/Form990TotalAssetsGrp/EOYAmt024636
IRS990EZ/FundraisingGrossIncomeAmt070810
IRS990EZ/GrossReceiptsAmt072734
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt01924
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt020312
IRS990EZ/NetAssetsOrFundBalancesEOYAmt024636
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt020312
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt024636
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/OtherChangesInNetAssetsAmt0-1282
IRS990EZ/OtherExpensesTotalAmt067128
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Student Assistance & Parent Education
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Stupport Students Education and after school programs not subsidized by the school district
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsNetIncomeLossAmt070810
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt067128
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt072734
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0n/a
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt01924
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0661
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt01042
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt01875
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt05502
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt048728
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt06526
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt050599
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt050851
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0156704
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt070810
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt070810
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0233016
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt072734
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt048728
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt07187
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt051641
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt052726
IRS990ScheduleA/Total509Grp/TotalAmt0233016
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt072734
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt048728
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt07187
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt051641
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt052726
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0233016
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Thirts
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt07712
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt07712
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt07712
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt07712
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt07712
IRS990ScheduleG/InPersonSolicitationsInd0X
IRS990ScheduleG/LicensedStatesCd0CA
IRS990ScheduleG/PhoneSolicitationsInd0X
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 433Fundraising Expenses 8,463Program Expenses 58,232
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Description AmountClosure of Savings Account (est) (1,282)
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/PhoneNum07145078665
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-12-01
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 Avenue 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/ReturnTs02023-12-15T13:39:53-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Huani
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Ostendi
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$24,636
Liabilities
$0
Net assets
$24,636
Revenue
$72,734
Expenses
$67,128
Net income
$5,606
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
2023Detailed filing. Detailed filing data is available for this year.$24.6$0.00$24.6$72.7$67.1$5.61
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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