Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

990EZ • Fiscal year 2024 • EIN 23-7124522

Jul 01, 2023 to Jun 30, 2024 • Filed on Nov 14, 2024

Organization ProfileN/A
1775 Glenview AvenueAnaheim, CA 92807

(714) 986-7150

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Down

$25,534

Down $20,859 (-45%) from 2022

Net Assets

Down

$25,534

Down $20,859 (-45%) from 2022

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

Up

$129,073

Up $40,416 (+46%) from 2022

Expenses

Up

$128,076

Up $71,731 (+127%) from 2022

Net Income

Down

$997

Down $31,315 (-97%) 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 2024: $25,534Net Assets 2024: $25,5342024Assets 2025: $41,109Net Assets 2025: $41,1092025

Highlighted filing

2024

Assets$25,534
Liabilities-
Net Assets$25,534
Open 2024 Filing

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 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 2024: $129,073Expenses 2024: $128,076Net Income 2024: $9972024Revenue 2025: $87,099Expenses 2025: $71,524Net Income 2025: $15,5752025

Highlighted filing

2024

Revenue$129,073
Expenses$128,076
Net Income$997
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Nov 14, 2024
Return Version
2023v5.1
Gross Receipts
$142,736
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-$126,383
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
CATHY BALLENGER-APOLOPresidentPT$0--
CINDEE MAYERFinancial SecrePT$0--
ERICA PEREZVice PresidentPT$0--
MIMI WATSONSecretaryPT$0--
ERIC QUINTEROTreasurerPT$0--
CARIE PEDERSONHistorianPT$0--
MEGHAN BAUTISTAAuditorPT$0--
SHANTAL MICHELHospitalityPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Jogathon$41,839$41,839$6,455$35,384
Miscellaneous Fundraising$27,461$27,461-$27,461
Total Events$74,776$74,776$13,663$61,113
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 Ballenger-apolo
Title
President
Signed
2024-11-14
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.2

“MISCELLANEOUS INCOME $1”

Other Expenses.1

“PROGRAM EXPENSES $121516”

Other Expenses.2

“Hospitality/teacher appreciati $4867”

Other Expenses.3

“OPERATING EXPENSES $1693”

Raw XML Appendix191 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/PersonNm0ERIC QUINTERO
IRS990EZ/BooksInCareOfDetail/PhoneNum07149867150
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01775 GLENVIEW AVENUE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0ANAHEIM
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092807
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt024537
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt025534
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0213
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0997
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
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IRS990EZ/GrossReceiptsAmt0142736
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt010
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt01992
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt024537
IRS990EZ/NetAssetsOrFundBalancesEOYAmt025534
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt024537
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt025534
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt020.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt410.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt610.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt710.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0CATHY BALLENGER-APOLO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1CINDEE MAYER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ERICA PEREZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MIMI WATSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4ERIC QUINTERO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5CARIE PEDERSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6MEGHAN BAUTISTA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7SHANTAL MICHEL
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/TitleTxt7HOSPITALITY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt0128076
IRS990EZ/OtherRevenueTotalAmt0198
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO SUPPORT THE STUDENTS OF GLENVIEW ELEMENTARY
IRS990EZ/ProgramServiceRevenueAmt065547
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO SUPPORT THE STUDENTS OF GLENVIEW ELEMENTARY THROUGH FIELD TRIPS, ART, BOOK FAIR,SCHOOL CARNIVAL, PBIS AND YEARBOOK PROGRAMS
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0126383
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt013663
IRS990EZ/SpecialEventsNetIncomeLossAmt061113
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt0128076
IRS990EZ/TotalProgramServiceExpensesAmt0126383
IRS990EZ/TotalRevenueAmt0129073
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt02205
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt03001
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0775
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0957
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt01076
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt08014
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt074776
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt074776
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt065547
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt055533
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt016418
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt05970
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt016427
IRS990ScheduleA/OtherIncome509Grp/TotalAmt0159895
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.34110
IRS990ScheduleA/PublicSupportPY509Pct00.06020
IRS990ScheduleA/PublicSupportTotal509Amt082790
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt076981
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt03001
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0775
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0957
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt01076
IRS990ScheduleA/Total509Grp/TotalAmt082790
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0142528
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt058534
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt017193
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt06927
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt017503
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0242685
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt013663
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0JOGATHON
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0MISCELLANEOUS FUNDRAISING
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt041839
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt027461
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt05476
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt074776
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt041839
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt027461
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt05476
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt074776
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt061113
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt07208
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt013663
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt06455
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MISCELLANEOUS INCOME $1
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PROGRAM EXPENSES $121516
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2HOSPITALITY/TEACHER APPRECIATI $4867
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3OPERATING EXPENSES $1693
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Revenue.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.3
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CATHY BALLENGER-APOLO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0GLENVIEW ELEMENTARY PTA
ReturnHeader/Filer/BusinessNameControlTxt0GLEN
ReturnHeader/Filer/EIN0237124522
ReturnHeader/Filer/PhoneNum07149867150
ReturnHeader/Filer/USAddress/AddressLine1Txt01775 GLENVIEW AVENUE
ReturnHeader/Filer/USAddress/CityNm0ANAHEIM
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092807
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MICHAEL C AGRESTI CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt017342 STAFFORD CIR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0YORBA LINDA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092886
ReturnHeader/PreparerPersonGrp/PhoneNum07143213680
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Michael C Agresti
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02024-11-14T21:45:58-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$25,534
Liabilities
-
Net assets
$25,534
Revenue
$129,073
Expenses
$128,076
Net income
$997
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.41$0.41$0.87$0.72$0.16
2024Detailed filing. Detailed filing data is available for this year.$0.26$0.26$1.29$1.28$0.01
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.46$0.46$0.89$0.56$0.32
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.14$0.14$0.10$0.31$0.20
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.34$0.34$0.42$0.20$0.23
2019Detailed filing. Detailed filing data is available for this year.$0.12$0.12$0.61$0.58$0.03
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.09$0.09$0.54$0.58$0.04
2015Detailed filing. Detailed filing data is available for this year.$0.21$0.21$0.23$0.24$0.01
2014Detailed filing. Detailed filing data is available for this year.$0.22$0.22$0.25$0.24$0.01
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.21$0.21$0.20$0.21$0.01
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.22$0.22$0.22$0.02$0.20
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.02$0.02$0.34$0.39$0.04