Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

990EZ • Fiscal year 2021 • EIN 23-7350794

Jul 01, 2020 to Jun 30, 2021 • Filed on Aug 24, 2021

Organization ProfileN/A
625 N Walnut StLA Habra, CA 90631

(562) 690-2369

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 2021

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2021

Net Margin

82nd percentile

42%

Higher net margin than 82% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2021

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2021

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$5,205

Down $2,073 (-28%) from 2012

Net Assets

Down

$5,205

Down $2,073 (-28%) from 2012

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin82nd percentile

Revenue

Down

$10,078

Down $3,849 (-28%) from 2012

Expenses

Down

$5,873

Down $6,563 (-53%) from 2012

Net Income

Up

$4,205

Up $2,714 (+182%) from 2012

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$8.0K$6.0K$4.0K$2.0K$0Assets 2011: $5,787Liabilities 2011: $0Net Assets 2011: $5,7872011Assets 2012: $7,278Liabilities 2012: $0Net Assets 2012: $7,2782012Assets 2021: $5,205Net Assets 2021: $5,2052021Assets 2022: $6,411Net Assets 2022: $6,4112022Assets 2025: $6,730Net Assets 2025: $6,7302025

Highlighted filing

2021

Assets$5,205
Liabilities-
Net Assets$5,205
Open 2021 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$40K$30K$20K$10K$0-$10KRevenue 2011: $24,757Expenses 2011: $30,631Net Income 2011: -$5,8742011Revenue 2012: $13,927Expenses 2012: $12,436Net Income 2012: $1,4912012Revenue 2021: $10,078Expenses 2021: $5,873Net Income 2021: $4,2052021Revenue 2022: $7,383Expenses 2022: $6,177Net Income 2022: $1,2062022Revenue 2025: $9,091Expenses 2025: $13,413Net Income 2025: -$4,3222025

Highlighted filing

2021

Revenue$10,078
Expenses$5,873
Net Income$4,205
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Aug 24, 2021
Return Version
2020v4.1
Gross Receipts
$10,078
Mission and Program Overview

Mission

Enrichment of parent/teachers/students

Program Services

DescriptionGrantsExpenses
PROVIDE ACTIVITIES AND EVENTS TO STUDENTS, FAMILY AND FACULTY, INCLUDINGCOMMUNICATIONS, AND INCENTIVES, ASSEMBLIES, CLASSROOM PARTIES, 6TH GRADERED RIBBON BENEFITS APPROX 500 STUDENTS$0$2,570
EDUCATIONAL ENRICHMENT FOR STUDENTS AND STAFF INCLUDINGDISTANCE LEARNING, BENEFITS APPROX 500 STUDENTS$0$1,211
PROVIDE FUNDING FOR NON-REQUIRED CURRICULUM SUPPLIES FORTEACHERS, LIBRARY, STAFF, PTA, HOSPITALITY,$0$1,111
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SARA URSENBACHPresidentPT$0--
STEPHANIE ARBALLOTreasurerPT$0--
KARLA ZEPEDASecretaryPT$0--
Filing and Contact Details

Filer

Filer Name
Walnut Elementary Pta
EIN
23-7350794
Phone
5626902369
Address
625 N WALNUT ST, LA HABRA, CA 90631

Signing Officer

Name
Stephanie Arballo
Title
Treasurer
Phone
5626902369
Signed
2021-08-24
Discuss with paid preparer
Yes

Preparer

Firm
Integrity Tax and Notary Services
Address
16549 Leffingwell Rd, Whittier, CA 90603
Preparer
Barbara Dunagan
Phone
5624009569
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 8

“FIELD TRIPS 1229.”

Form 990EZ, Part I, Line 16

“6TH GRADE 1104.”

Form 990EZ, Part I, Line 16

“ADMIN 10.”

Form 990EZ, Part I, Line 16

“ASSEMBLIES 1000.”

Form 990EZ, Part I, Line 16

“BANK CHARGES 21.”

Form 990EZ, Part I, Line 16

“BUCK A BOOK 348.”

Form 990EZ, Part I, Line 16

“COUNCIL FEES 150.”

Form 990EZ, Part I, Line 16

“Distance learning support 1211.”

Form 990EZ, Part I, Line 16

“INSURANCE 258.”

Form 990EZ, Part I, Line 16

“POSTAGE 95.”

Form 990EZ, Part I, Line 16

“PTA EZ 99.”

Form 990EZ, Part I, Line 16

“RED RIBBON 466.”

Form 990EZ, Part I, Line 16

“SINAGE 305.”

Form 990EZ, Part I, Line 16

“STAFF APPRECIATION 500.”

Form 990EZ, Part I, Line 16

“Volunteer aoorecuatuib 122.”

Form 990EZ, Part I, Line 16

“WELCOME BACK 184.”

Raw XML Appendix177 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/PersonNm0STEPHANIE ARBALLO
IRS990EZ/BooksInCareOfDetail/PhoneNum05626864944
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0327 E FRANCIS
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0LA HABRA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd090631
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt01000
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt05205
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt04146
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt04205
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt01000
IRS990EZ/Form990TotalAssetsGrp/EOYAmt05205
IRS990EZ/FundraisingGrossIncomeAmt04430
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt010078
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0273
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt01000
IRS990EZ/NetAssetsOrFundBalancesEOYAmt05205
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt01000
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt05205
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt020.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt115.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt210.00
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/PersonNm0SARA URSENBACH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1STEPHANIE ARBALLO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2KARLA ZEPEDA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt05873
IRS990EZ/OtherRevenueTotalAmt01229
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0ENRICHMENT OF PARENT/TEACHERS/STUDENTS
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0EDUCATIONAL ENRICHMENT FOR STUDENTS AND STAFF INCLUDINGDISTANCE LEARNING, BENEFITS APPROX 500 STUDENTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1PROVIDE ACTIVITIES AND EVENTS TO STUDENTS, FAMILY AND FACULTY, INCLUDINGCOMMUNICATIONS, AND INCENTIVES, ASSEMBLIES, CLASSROOM PARTIES, 6TH GRADERED RIBBON BENEFITS APPROX 500 STUDENTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2PROVIDE FUNDING FOR NON-REQUIRED CURRICULUM SUPPLIES FORTEACHERS, LIBRARY, STAFF, PTA, HOSPITALITY,
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt20
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt01211
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt12570
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt21111
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt04430
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt05873
IRS990EZ/TotalProgramServiceExpensesAmt04892
IRS990EZ/TotalRevenueAmt010078
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt04146
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt04146
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt04430
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt04430
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt08576
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt08576
IRS990ScheduleA/Total509Grp/TotalAmt08576
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt08576
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FIELD TRIPS 1229.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16TH GRADE 1104.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ADMIN 10.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ASSEMBLIES 1000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4BANK CHARGES 21.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5BUCK A BOOK 348.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6COUNCIL FEES 150.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7DISTANCE LEARNING SUPPORT 1211.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8INSURANCE 258.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9POSTAGE 95.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10PTA EZ 99.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11RED RIBBON 466.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12SINAGE 305.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13STAFF APPRECIATION 500.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14VOLUNTEER AOORECUATUIB 122.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15WELCOME BACK 184.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Form 990EZ, Part I, Line 16
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0STEPHANIE ARBALLO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05626902369
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-08-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WALNUT ELEMENTARY PTA
ReturnHeader/Filer/BusinessNameControlTxt0WALN
ReturnHeader/Filer/EIN0237350794
ReturnHeader/Filer/PhoneNum05626902369
ReturnHeader/Filer/USAddress/AddressLine1Txt0625 N WALNUT ST
ReturnHeader/Filer/USAddress/CityNm0LA HABRA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd090631
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Integrity Tax and Notary Services
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt016549 Leffingwell Rd
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Whittier
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd090603
ReturnHeader/PreparerPersonGrp/PhoneNum05624009569
ReturnHeader/PreparerPersonGrp/PreparationDt02021-08-24
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Barbara Dunagan
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02021-08-24T16:47:32-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0STEPHANIE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0ARBALLO
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,205
Liabilities
-
Net assets
$5,205
Revenue
$10,078
Expenses
$5,873
Net income
$4,205
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$6.73$6.73$9.09$13.4$4.32
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.41$6.41$7.38$6.18$1.21
2021Detailed filing. Detailed filing data is available for this year.$5.21$5.21$10.1$5.87$4.21
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.28$0.00$7.28$13.9$12.4$1.49
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.79$0.00$5.79$24.8$30.6$5.87