Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

990EZ • Fiscal year 2022 • EIN 23-7350794

Jul 01, 2021 to Jun 30, 2022 • Filed on Sep 06, 2022

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 2022

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2022

Net Margin

66th percentile

16%

Higher net margin than 66% 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

73rd percentile

23%

Faster asset growth than 73% of similar nonprofits.

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

Revenue Growth

20th percentile

-27%

Faster revenue growth than 20% of similar nonprofits.

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

Assets

Up

$6,411

Up $1,206 (+23%) from 2021

Net Assets

Up

$6,411

Up $1,206 (+23%) from 2021

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$7,383

Down $2,695 (-27%) from 2021

Expenses

Up

$6,177

Up $304 (+5.2%) from 2021

Net Income

Down

$1,206

Down $2,999 (-71%) from 2021

Historical Trend

Balance Sheet Trend

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

2022

Assets$6,411
Liabilities-
Net Assets$6,411

Operations Trend

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

2022

Revenue$7,383
Expenses$6,177
Net Income$1,206
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Sep 6, 2022
Return Version
2021v4.1
Gross Receipts
$17,877
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, BOOK FAIR, BUCK A BOOK,FAMILY FUN NIGHT FIELD DAY, READ ACROSS LA HABRA$0$6,677
PROVIDE FUNDING FOR NON-REQUIRED CURRICULUM SUPPLIES FORTEACHERS, LIBRARY, STAFF, PTA, HOSPITALITY,$0$2,436
EDUCATIONAL ENRICHMENT FOR STUDENTS AND STAFF INCLUDINGRED RIBBON, 6TH GRADE, READ A THON BENEFITS APPROX 500 STUDENTS$0$1,692
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
SARA URSENBACHPresidentPT$0--
STEPHANIE ARBALLOTreasurerPT$0--
GRACE SALAZARSecretaryPT$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
2022-09-06
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 16

6TH GRADE 250.

Form 990EZ, Part I, Line 16

BANK CHARGES 22.

Form 990EZ, Part I, Line 16

CASH BOX 100.

Form 990EZ, Part I, Line 16

COUNCIL 305.

Form 990EZ, Part I, Line 16

COUNCIL FEES 150.

Form 990EZ, Part I, Line 16

FAMILY FUN NIGHT 1053.

Form 990EZ, Part I, Line 16

FIELD DAY 241.

Form 990EZ, Part I, Line 16

GIFT TO SCHOOL 1100.

Form 990EZ, Part I, Line 16

HOSPITALITY 14.

Form 990EZ, Part I, Line 16

HSA 240.

Form 990EZ, Part I, Line 16

INSURANCE 258.

Form 990EZ, Part I, Line 16

MEMBERSHIP 15.

Form 990EZ, Part I, Line 16

OFFICER EXPENSES 56.

Form 990EZ, Part I, Line 16

PBIS 398.

Form 990EZ, Part I, Line 16

PTA EZ 99.

Form 990EZ, Part I, Line 16

RED RIBBON 509.

Form 990EZ, Part I, Line 16

STAFF APPRECIATION 819.

Form 990EZ, Part I, Line 16

TAX PREP 150.

Form 990EZ, Part I, Line 16

TRAININGS 40.

Form 990EZ, Part I, Line 16

Volunteer appreciation 111.

Form 990EZ, Part I, Line 16

WELCOME BACK 247.

Raw XML Appendix192 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/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/BOYAmt05205
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt06411
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
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IRS990EZ/CostOfGoodsSoldAmt00
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IRS990EZ/FiledScheduleAInd0true
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IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt017877
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0102
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt05205
IRS990EZ/NetAssetsOrFundBalancesEOYAmt06411
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt05205
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt06411
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/PersonNm2GRACE SALAZAR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt06177
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0ENRICHMENT OF PARENT/TEACHERS/STUDENTS
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0EDUCATIONAL ENRICHMENT FOR STUDENTS AND STAFF INCLUDINGRED RIBBON, 6TH GRADE, READ A THON BENEFITS APPROX 500 STUDENTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1PROVIDE ACTIVITIES AND EVENTS TO STUDENTS, FAMILY AND FACULTY, INCLUDINGCOMMUNICATIONS, AND INCENTIVES, BOOK FAIR, BUCK A BOOK,FAMILY FUN NIGHT FIELD DAY, READ ACROSS LA HABRA
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/ProgramServiceExpensesAmt01692
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt16677
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt22436
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt010494
IRS990EZ/SpecialEventsNetIncomeLossAmt06772
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt06177
IRS990EZ/TotalProgramServiceExpensesAmt010805
IRS990EZ/TotalRevenueAmt07383
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0509
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt04146
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt04655
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt017266
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt04430
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt021696
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt026351
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt017775
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt08576
IRS990ScheduleA/Total509Grp/TotalAmt026351
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt026351
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt06TH GRADE 250.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1BANK CHARGES 22.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CASH BOX 100.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3COUNCIL 305.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4COUNCIL FEES 150.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5FAMILY FUN NIGHT 1053.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6FIELD DAY 241.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7GIFT TO SCHOOL 1100.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8HOSPITALITY 14.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9HSA 240.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10INSURANCE 258.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11MEMBERSHIP 15.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12OFFICER EXPENSES 56.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13PBIS 398.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14PTA EZ 99.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15RED RIBBON 509.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16STAFF APPRECIATION 819.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17TAX PREP 150.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt18TRAININGS 40.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt19VOLUNTEER APPRECIATION 111.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt20WELCOME BACK 247.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 16
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
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc16Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc17Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc18Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc19Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc20Form 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/SignatureDt02022-09-06
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/PreparerFirmEIN0818136591
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/PreparationDt02022-09-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Barbara Dunagan
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02022-09-06T17:18:48-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0STEPHANIE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0ARBALLO
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

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