Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

990EZ • Fiscal year 2023 • EIN 23-7124522

Jul 01, 2022 to Jun 30, 2023 • Filed on Dec 09, 2023

1775 Glenview AvenueAnaheim, CA 92807

(714) 986-7150

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 2023

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2023

Net Margin

24th percentile

-14%

Higher net margin than 24% 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

11th percentile

-47%

Faster asset growth than 11% of similar nonprofits.

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

Revenue Growth

87th percentile

77%

Faster revenue growth than 87% of similar nonprofits.

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

Assets

Down

$24,537

Down $21,856 (-47%) from 2022

Net Assets

Down

$24,537

Down $21,856 (-47%) from 2022

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$156,643

Up $67,986 (+77%) from 2022

Expenses

Up

$178,499

Up $122,154 (+217%) from 2022

Net Income

Down

-$21,856

Down $54,168 (-168%) from 2022

Historical Trend

Balance Sheet Trend

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

$60K$40K$20K$0Assets 2011: $2,360Net Assets 2011: $2,3602011Assets 2012: $21,865Net Assets 2012: $21,8652012Assets 2013: $21,211Net Assets 2013: $21,2112013Assets 2014: $22,269Net Assets 2014: $22,2692014Assets 2015: $21,187Net Assets 2015: $21,1872015Assets 2018: $8,570Net Assets 2018: $8,5702018Assets 2019: $11,698Net Assets 2019: $11,6982019Assets 2020: $34,273Net Assets 2020: $34,2732020Assets 2021: $14,081Net Assets 2021: $14,0812021Assets 2022: $46,393Net Assets 2022: $46,3932022Assets 2023: $24,537Net Assets 2023: $24,5372023Assets 2025: $41,109Net Assets 2025: $41,1092025

Highlighted filing

2023

Assets$24,537
Liabilities-
Net Assets$24,537

Operations Trend

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

$200K$100K$0-$100KRevenue 2011: $34,128Expenses 2011: $38,602Net Income 2011: -$4,4742011Revenue 2012: $21,763Expenses 2012: $2,258Net Income 2012: $19,5052012Revenue 2013: $20,439Expenses 2013: $21,093Net Income 2013: -$6542013Revenue 2014: $24,564Expenses 2014: $23,506Net Income 2014: $1,0582014Revenue 2015: $22,671Expenses 2015: $23,753Net Income 2015: -$1,0822015Revenue 2018: $54,340Expenses 2018: $57,901Net Income 2018: -$3,5612018Revenue 2019: $60,741Expenses 2019: $57,613Net Income 2019: $3,1282019Revenue 2020: $42,086Expenses 2020: $19,511Net Income 2020: $22,5752020Revenue 2021: $10,313Expenses 2021: $30,505Net Income 2021: -$20,1922021Revenue 2022: $88,657Expenses 2022: $56,345Net Income 2022: $32,3122022Revenue 2023: $156,643Expenses 2023: $178,499Net Income 2023: -$21,8562023Revenue 2025: $87,099Expenses 2025: $71,524Net Income 2025: $15,5752025

Highlighted filing

2023

Revenue$156,643
Expenses$178,499
Net Income-$21,856
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Dec 9, 2023
Return Version
2022v5.0
Gross Receipts
$162,142
Mission and Program Overview

Mission

To support the students of glenview elementary

Program Services

DescriptionGrantsExpenses
TO SUPPORT THE STUDENTS OF GLENVIEW ELEMENTARY THROUGH FIELD TRIPS, ART, BOOK FAIR,SCHOOL CARNIVAL, PBIS AND YEARBOOK PROGRAMS-$173,371
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
CATHY APOLO-BALLENGERPresidentPT$0--
CINDEE MAYERFinancial SecrePT$0--
RACHEL BINERVice PresidentPT$0--
VANESSA GAMBINOSecretaryPT$0--
MEGHAN BAUTISTATreasurerPT$0--
CARIE PEDERSONHistorianPT$0--
ERIC QUINTEROAuditorPT$0--
MIMI WINSTONParliamentarianPT$0--
ERICA PEREZ2nd Vice PresidPT$0--
SARAH LOPEZ-VALDIVIA3rd Vice PresidPT$0--
NATHALY HERNANDEZHospitalityPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Jogathon$48,392$48,392$5,499$42,893
Miscellaneous Fundraising$46,520$46,520-$46,520
Total Events$103,221$103,221$5,499$97,722
Filing and Contact Details

Filer

Filer Name
Glenview Elementary Pta
EIN
23-7124522
Phone
7149867150
Address
1775 GLENVIEW AVENUE, ANAHEIM, CA 92807

Signing Officer

Name
Cathy Apolo-ballenger
Title
President
Signed
2023-12-09
Discuss with paid preparer
Yes

Preparer

Firm
Michael C Agresti CPA
Address
17342 STAFFORD CIR, YORBA LINDA, CA 92886
Preparer
Michael C Agresti
Phone
7143213680
Supplemental Narrative

Additional Explanations

Other Revenue.1

PTA PROGRAMS $55533

Other Revenue.2

Membership remittance $362

Other Expenses.1

PROGRAM EXPENSES $173371

Other Expenses.2

Hospitality/teacher appreciati $3260

Other Expenses.3

OPERATING EXPENSES $1868

Raw XML Appendix198 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.

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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1FINANCIAL SECRE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5HISTORIAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6AUDITOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7PARLIAMENTARIAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt82ND VICE PRESID
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt93RD VICE PRESID
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10HOSPITALITY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt0178499
IRS990EZ/OtherRevenueTotalAmt055895
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
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IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt05499
IRS990EZ/SpecialEventsNetIncomeLossAmt097722
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
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IRS990EZ/TransactionWithControlEntInd0false
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IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt01076
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt02102
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IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt029160
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IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0JOGATHON
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0MISCELLANEOUS FUNDRAISING
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt08309
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IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PTA PROGRAMS $55533
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1MEMBERSHIP REMITTANCE $362
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PROGRAM EXPENSES $173371
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3HOSPITALITY/TEACHER APPRECIATI $3260
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4OPERATING EXPENSES $1868
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Revenue.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Revenue.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.3
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
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ReturnHeader/BusinessOfficerGrp/SignatureDt02023-12-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0GLENVIEW ELEMENTARY PTA
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ReturnHeader/Filer/EIN0237124522
ReturnHeader/Filer/PhoneNum07149867150
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ReturnHeader/Filer/USAddress/CityNm0ANAHEIM
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0YORBA LINDA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
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ReturnHeader/PreparerPersonGrp/PhoneNum07143213680
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Michael C Agresti
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02023-12-09T10:11:41-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0CATHY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0APOLO-BALLENGER
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

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