Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

990EZ • Fiscal year 2023 • EIN 23-7041426

Jul 01, 2022 to Jun 30, 2023 • Filed on Nov 14, 2023

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.

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

13th percentile

-37%

Higher net margin than 13% 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

12th percentile

-46%

Faster asset growth than 12% 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

Down

$32,417

Down $27,932 (-46%) from 2022

Net Assets

Down

$32,417

Down $27,932 (-46%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin13th percentile

Revenue

Up

$76,376

Up $25,256 (+49%) from 2022

Expenses

Up

$104,308

Up $78,049 (+297%) from 2022

Net Income

Down

-$27,932

Down $52,793 (-212%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth12th 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

2023

Assets$32,417
Liabilities$0
Net Assets$32,417
Open 2023 Filing

Operations Trend

Revenue Growth80th 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

2023

Revenue$76,376
Expenses$104,308
Net Income-$27,932
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Nov 14, 2023
Return Version
2022v5.0
Gross Receipts
$79,973
Mission and Program Overview

Mission

CHILD ADVOCACY

Educational charitable student support

Program Services

DescriptionGrantsExpenses
GRANTS:TEACHER GRANTS,SCHOLARSHIPS, GIFT TO SCHOOL, ASSEMBLIES, STUDENT SUPPLIES/ENRICHMENT, FIELD TRIPS, AGENDA BOOKS-$59,411
PROGRAMS:READING, BACK TO SCHOOL/OPEN HOUSE, COMMUNITY SERVICE, STUDENT EOY, FAMILY NIGHTS/EVENT, HSA/REFLECTIONS, RED RIBBON/WALK TO SCHOOL-$27,420
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LEENA SANCHEZPresidentPT$0--
JESSICA CALDERONSecretaryPT$0--
REBECCA BURKETreasurerPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fundraiser$46,861$46,861$3,218$43,643
Total Events$46,861$46,861$3,218$43,643
Filing and Contact Details

Filer

Filer Name
Mesa Elementary School Pta
EIN
23-7041426
Address
409 S BARRANCA AVENUE, West Covina, CA 91791

Signing Officer

Name
Rebecca Burke
Title
Treasurer
Phone
6269744600
Signed
2023-11-14
Discuss with paid preparer
Yes

Preparer

Firm
Jp Financial Services Inc
Address
PO BOX 1816, Glendora, CA 91740
Preparer
Judee Post Greenblatt Ea
Phone
6084496307
Supplemental Narrative

Additional Explanations

List of grants and similar amounts paid Part I line 10

“Activity GRANTS/SCHOLARSHIPS/ASSEMBLIES/FIELD TRIPS/AGENDASAmount 59,411Activity PROGRAMS/FAMILY NIGHTS Amount 27,420”

Description of other expenses Part I line 16

“Description AmountCA EXEMPT 59CAMPUS DECOR 792SUBS 204EVENT SUPPLIES 2,271HOSPITALITY 1,858MEMBERSHIP 1,338SUPPLIES 1,538PTA CONVENTION 6,687ASSESSMENT INSUR TAX PREP 647START UP FUNDS OFFICER SUPPLIES 1,836”

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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
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/BOYAmt060349
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt032417
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt02058
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-27932
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt060349
IRS990EZ/Form990TotalAssetsGrp/EOYAmt032417
IRS990EZ/FundraisingGrossIncomeAmt054168
IRS990EZ/GrantsAndSimilarAmountsPaidAmt086831
IRS990EZ/GrossReceiptsAmt079973
IRS990EZ/GroupExemptionNum00646
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt02721
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt060349
IRS990EZ/NetAssetsOrFundBalancesEOYAmt032417
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt060349
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt032417
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt015.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt115.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt215.00
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/PersonNm0LEENA SANCHEZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JESSICA CALDERON
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/OtherExpensesTotalAmt017230
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0EDUCATIONAL CHARITABLE STUDENT SUPPORT
IRS990EZ/PrintingPublicationsPostageAmt0247
IRS990EZ/ProgramServiceRevenueAmt021026
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0GRANTS:TEACHER GRANTS,SCHOLARSHIPS, GIFT TO SCHOOL, ASSEMBLIES, STUDENT SUPPLIES/ENRICHMENT, FIELD TRIPS, AGENDA BOOKS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1PROGRAMS:READING, BACK TO SCHOOL/OPEN HOUSE, COMMUNITY SERVICE, STUDENT EOY, FAMILY NIGHTS/EVENT, HSA/REFLECTIONS, RED RIBBON/WALK TO SCHOOL
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt059411
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt127420
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt03597
IRS990EZ/SpecialEventsNetIncomeLossAmt050571
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0104308
IRS990EZ/TotalProgramServiceExpensesAmt086831
IRS990EZ/TotalRevenueAmt076376
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt04779
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0797
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt01894
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0113553
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0100664
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0221687
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt075194
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt075194
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0296881
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt04779
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt075991
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt01894
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0113553
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0100664
IRS990ScheduleA/Total509Grp/TotalAmt0296881
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt04779
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt075991
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt01894
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0113553
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0100664
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0296881
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt03218
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0FUNDRAISER
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt046861
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt046861
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt046861
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt046861
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt043643
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt03218
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt03218
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Activity GRANTS/SCHOLARSHIPS/ASSEMBLIES/FIELD TRIPS/AGENDASAmount 59,411Activity PROGRAMS/FAMILY NIGHTS Amount 27,420
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description AmountCA EXEMPT 59CAMPUS DECOR 792SUBS 204EVENT SUPPLIES 2,271HOSPITALITY 1,858MEMBERSHIP 1,338SUPPLIES 1,538PTA CONVENTION 6,687ASSESSMENT INSUR TAX PREP 647START UP FUNDS OFFICER SUPPLIES 1,836
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/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0REBECCA BURKE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum06269744600
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MESA ELEMENTARY SCHOOL PTA
ReturnHeader/Filer/BusinessNameControlTxt0MESA
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/PreparerFirmEIN0800744658
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JP FINANCIAL SERVICES INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 1816
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Glendora
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd091740
ReturnHeader/PreparerPersonGrp/PhoneNum06084496307
ReturnHeader/PreparerPersonGrp/PreparationDt02023-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JUDEE POST GREENBLATT EA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02023-11-15T14:33:09-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0REBECCA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BURKE
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
$32,417
Liabilities
$0
Net assets
$32,417
Revenue
$76,376
Expenses
$104,308
Net income
-$27,932
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
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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