Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

990EZ • Fiscal year 2022 • EIN 23-7041426

Jul 01, 2021 to Jun 30, 2022 • Filed on Nov 08, 2022

Organization ProfileN/A
409 S Barranca AvenueWest Covina, CA 91791

(626) 974-4600

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

89th percentile

49%

Higher net margin than 89% 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

88th percentile

70%

Faster asset growth than 88% of similar nonprofits.

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

Revenue Growth

99th percentile

2307%

Faster revenue growth than 99% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$60,349

Up $24,861 (+70%) from 2021

Net Assets

Up

$60,349

Up $24,861 (+70%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin89th percentile

Revenue

Up

$51,120

Up $48,996 (+2307%) from 2021

Expenses

Up

$26,259

Up $559 (+2.2%) from 2021

Net Income

Up

$24,861

Up $48,437 (+205%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth88th percentile

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

$80K$60K$40K$20K$0Assets 2017: $13,485Liabilities 2017: $0Net Assets 2017: $13,4852017Assets 2021: $35,488Liabilities 2021: $0Net Assets 2021: $35,4882021Assets 2022: $60,349Liabilities 2022: $0Net Assets 2022: $60,3492022Assets 2023: $32,417Liabilities 2023: $0Net Assets 2023: $32,4172023Assets 2024: $31,040Net Assets 2024: $31,0402024Assets 2025: $17,315Net Assets 2025: $17,3152025

Highlighted filing

2022

Assets$60,349
Liabilities$0
Net Assets$60,349
Open 2022 Filing

Operations Trend

Revenue Growth99th percentile

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

$150K$100K$50K$0-$50KRevenue 2017: $53,036Expenses 2017: $50,192Net Income 2017: $2,8442017Revenue 2021: $2,124Expenses 2021: $25,700Net Income 2021: -$23,5762021Revenue 2022: $51,120Expenses 2022: $26,259Net Income 2022: $24,8612022Revenue 2023: $76,376Expenses 2023: $104,308Net Income 2023: -$27,9322023Revenue 2024: $82,402Expenses 2024: $85,223Net Income 2024: -$2,8212024Revenue 2025: $72,586Expenses 2025: $86,311Net Income 2025: -$13,7252025

Highlighted filing

2022

Revenue$51,120
Expenses$26,259
Net Income$24,861
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Nov 8, 2022
Return Version
2021v4.2
Gross Receipts
$72,192
Mission and Program Overview

Mission

CHILD ADVOCACY

Educational charitable student support

Program Services

DescriptionGrantsExpenses
GRANTS:TEACHER GRANTS $3700, SCHOLARSHIPS $1000, GIFT TO SCHOOL $3000, ASSEMBLIES $1325, STUDENT SUPPLIES/ENRICHMENT $1295, FIELD TRIPS $807, AGENDA BOOKS $1446-$12,573
PROGRAMS:READING $2322, BACK TO SCHOOL/OPEN HOUSE $141, COMMUNITY SERVICE $132, STUDENT EOY $1601, FAMILY NIGHTS/EVENT $2912, HSA/REFLECTIONS $371, RED RIBBON/WALK TO SCHOOL $737-$8,216
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BRITTANY LUJANPresidentPT$0--
MONICA AGUIRRESecretaryPT$0--
REBECCA BURKETreasurerPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fundraiser$49,713$49,713$10,197$39,516
Spirit Wear$16,186$16,186$10,782$5,404
Total Events$65,899$65,899$20,979$44,920
Filing and Contact Details

Filer

Filer Name
Pta California Congress of Parents Teachers & Stud
EIN
23-7041426
Address
409 S BARRANCA AVENUE, West Covina, CA 91791

Signing Officer

Name
Rebecca Burke
Title
Treasurer
Phone
6269744600
Signed
2022-11-08
Discuss with paid preparer
Yes

Preparer

Firm
JP Financial Services Inc
Address
103 North Vermont Ave, Glendora, CA 91741
Preparer
Judee Post-Greenblatt
Phone
6084496307
Supplemental Narrative

Additional Explanations

List of grants and similar amounts paid Part I line 10

“Activity GRANTS/SCHOLARSHIPS/ASSEMBLIES/FIELD TRIPS/AGENDASAmount 12,573Activity PROGRAMS/FAMILY NIGHTS Amount 8,216”

Description of other expenses Part I line 16

“Description AmountBANK FEES 107CAMPUS DECOR 639SUBSCRIPTIONS 374OFFICER SUPPLIES 381HOSPITALITY 1,756MEMBERSHIP CAMPAIGN (12)SUPPLIES 251PTA CONVENTION/WORKSHOPS/LUNCHEONS 731ASSESSMENT 150INSURANCE 258”

Raw XML Appendix160 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/PersonNm0Rebecca Burke
IRS990EZ/BooksInCareOfDetail/PhoneNum06269744600
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0409 S BARRANCA AVENUE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0West Covina
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd091791
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt035488
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt060349
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0797
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IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt024861
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
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IRS990EZ/FundraisingGrossIncomeAmt069003
IRS990EZ/GrantsAndSimilarAmountsPaidAmt020789
IRS990EZ/GrossReceiptsAmt072192
IRS990EZ/GroupExemptionNum00646
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt02392
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt035488
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IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt060349
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt015.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt115.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0BRITTANY LUJAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MONICA AGUIRRE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2REBECCA BURKE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt04635
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0EDUCATIONAL CHARITABLE STUDENT SUPPORT
IRS990EZ/PrintingPublicationsPostageAmt0835
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0GRANTS:TEACHER GRANTS $3700, SCHOLARSHIPS $1000, GIFT TO SCHOOL $3000, ASSEMBLIES $1325, STUDENT SUPPLIES/ENRICHMENT $1295, FIELD TRIPS $807, AGENDA BOOKS $1446
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1PROGRAMS:READING $2322, BACK TO SCHOOL/OPEN HOUSE $141, COMMUNITY SERVICE $132, STUDENT EOY $1601, FAMILY NIGHTS/EVENT $2912, HSA/REFLECTIONS $371, RED RIBBON/WALK TO SCHOOL $737
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt012573
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt18216
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt021072
IRS990EZ/SpecialEventsNetIncomeLossAmt047931
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt026259
IRS990EZ/TotalProgramServiceExpensesAmt020789
IRS990EZ/TotalRevenueAmt051120
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0797
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt01894
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0113553
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0100664
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt071787
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0288695
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0288695
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0797
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt01894
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0113553
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0100664
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt071787
IRS990ScheduleA/Total509Grp/TotalAmt0288695
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0797
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt01894
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0113553
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0100664
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt071787
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0288695
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt020979
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0SPIRIT WEAR
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0FUNDRAISER
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt016186
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt049713
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt065899
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt016186
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt049713
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt065899
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt044920
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt020979
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt010782
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt010197
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Activity GRANTS/SCHOLARSHIPS/ASSEMBLIES/FIELD TRIPS/AGENDASAmount 12,573Activity PROGRAMS/FAMILY NIGHTS Amount 8,216
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description AmountBANK FEES 107CAMPUS DECOR 639SUBSCRIPTIONS 374OFFICER SUPPLIES 381HOSPITALITY 1,756MEMBERSHIP CAMPAIGN (12)SUPPLIES 251PTA CONVENTION/WORKSHOPS/LUNCHEONS 731ASSESSMENT 150INSURANCE 258
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0List of grants and similar amounts paid Part I line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL2
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd000
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0REBECCA BURKE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum06269744600
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA CALIFORNIA CONGRESS OF PARENTS TEACHERS & STUD
ReturnHeader/Filer/BusinessNameControlTxt0PTAC
ReturnHeader/Filer/EIN0237041426
ReturnHeader/Filer/USAddress/AddressLine1Txt0409 S BARRANCA AVENUE
ReturnHeader/Filer/USAddress/CityNm0West Covina
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd091791
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JP Financial Services Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0103 North Vermont Ave
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Glendora
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd091741
ReturnHeader/PreparerPersonGrp/PhoneNum06084496307
ReturnHeader/PreparerPersonGrp/PreparationDt02022-11-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Judee Post-Greenblatt
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02022-11-08T14:30:13-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0REBECCA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BURKE
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
$60,349
Liabilities
$0
Net assets
$60,349
Revenue
$51,120
Expenses
$26,259
Net income
$24,861
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.17$0.17$0.73$0.86$0.14
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.31$0.31$0.82$0.85$0.03
2023Detailed filing. Detailed filing data is available for this year.$0.32$0.00$0.32$0.76$1.04$0.28
2022Detailed filing. Detailed filing data is available for this year.$0.60$0.00$0.60$0.51$0.26$0.25
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.35$0.00$0.35$0.02$0.26$0.24
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.13$0.00$0.13$0.53$0.50$0.03