Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

990EZ • Fiscal year 2023 • EIN 23-7350794

Jul 01, 2022 to Jun 30, 2023 • Filed on Sep 23, 2023

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 2023

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2023

Net Margin

85th percentile

36%

Higher net margin than 85% 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

87th percentile

61%

Faster asset growth than 87% 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 / AssetsScore unavailable

Assets

Up

$10,353

Up $3,942 (+61%) from 2022

Net Assets

Up

$10,353

Up $3,942 (+61%) from 2022

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin85th percentile

Revenue

Up

$10,982

Up $3,599 (+49%) from 2022

Expenses

Up

$7,040

Up $863 (+14%) from 2022

Net Income

Up

$3,942

Up $2,736 (+227%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth87th percentile

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

$15K$10K$5.0K$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 2023: $10,353Net Assets 2023: $10,3532023Assets 2025: $6,730Net Assets 2025: $6,7302025

Highlighted filing

2023

Assets$10,353
Liabilities-
Net Assets$10,353
Open 2023 Filing

Operations Trend

Revenue Growth80th percentile

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 2023: $10,982Expenses 2023: $7,040Net Income 2023: $3,9422023Revenue 2025: $9,091Expenses 2025: $13,413Net Income 2025: -$4,3222025

Highlighted filing

2023

Revenue$10,982
Expenses$7,040
Net Income$3,942
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Sep 23, 2023
Return Version
2022v5.0
Gross Receipts
$23,698
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$4,888
PROVIDE FUNDING FOR NON-REQUIRED CURRICULUM SUPPLIES FORTEACHERS, LIBRARY, STAFF, PTA, HOSPITALITY,$0$1,046
EDUCATIONAL ENRICHMENT FOR STUDENTS AND STAFF INCLUDINGRED RIBBON, CLASSROOM, BOOK CLUB BENEFITS APPROX 500 STUDENTS$0$612
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DELMER CARTAGENAPresidentPT$0--
JOSE AMEZQUITATreasurerPT$0--
STEPHANIE ARBALLOSecretaryPT$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
Jose Amezuita
Title
Treasurer
Phone
5626902369
Signed
2023-09-23
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

“FAMILY FUN NIGHT 268.”

Form 990EZ, Part I, Line 16

“BANK CHARGES 8.”

Form 990EZ, Part I, Line 16

“BOOK CLUB 612.”

Form 990EZ, Part I, Line 16

“COUNCIL FEES 150.”

Form 990EZ, Part I, Line 16

“FAMILY FUN NIGHT 2472.”

Form 990EZ, Part I, Line 16

“FIELD DAY 160.”

Form 990EZ, Part I, Line 16

“GIFT TO SCHOOL 818.”

Form 990EZ, Part I, Line 16

“INSURANCE 272.”

Form 990EZ, Part I, Line 16

“PBIS 423.”

Form 990EZ, Part I, Line 16

“PROGRAMS 403.”

Form 990EZ, Part I, Line 16

“PTA EZ 99.”

Form 990EZ, Part I, Line 16

“STAFF APPRECIATION 1070.”

Form 990EZ, Part I, Line 16

“Tax prep and charitable trust 175.”

Form 990EZ, Part I, Line 16

“WELCOME BACK 378.”

Raw XML Appendix183 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/PersonNm0JOSE AMEZQUITA
IRS990EZ/BooksInCareOfDetail/PhoneNum06268619741
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0302 W GREENWOOD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0LA HABRA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd090631
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt06411
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt010353
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0812
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt03942
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt06411
IRS990EZ/Form990TotalAssetsGrp/EOYAmt010353
IRS990EZ/FundraisingGrossIncomeAmt022414
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt023698
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0204
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt06411
IRS990EZ/NetAssetsOrFundBalancesEOYAmt010353
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt06411
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt010353
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/PersonNm0DELMER CARTAGENA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JOSE AMEZQUITA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2STEPHANIE ARBALLO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt07040
IRS990EZ/OtherRevenueTotalAmt0268
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0ENRICHMENT OF PARENT/TEACHERS/STUDENTS
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0EDUCATIONAL ENRICHMENT FOR STUDENTS AND STAFF INCLUDINGRED RIBBON, CLASSROOM, BOOK CLUB 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/ProgramServiceExpensesAmt0612
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt14888
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt21046
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt012716
IRS990EZ/SpecialEventsNetIncomeLossAmt09698
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt07040
IRS990EZ/TotalProgramServiceExpensesAmt06546
IRS990EZ/TotalRevenueAmt010982
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0812
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0509
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt04146
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt05467
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt022414
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt017266
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt04430
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt044110
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt049577
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt023226
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt017775
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt08576
IRS990ScheduleA/Total509Grp/TotalAmt049577
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt049577
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FAMILY FUN NIGHT 268.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1BANK CHARGES 8.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2BOOK CLUB 612.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3COUNCIL FEES 150.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4FAMILY FUN NIGHT 2472.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5FIELD DAY 160.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6GIFT TO SCHOOL 818.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7INSURANCE 272.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8PBIS 423.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9PROGRAMS 403.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10PTA EZ 99.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11STAFF APPRECIATION 1070.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12TAX PREP AND CHARITABLE TRUST 175.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13WELCOME BACK 378.
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
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JOSE AMEZUITA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05626902369
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-09-23
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/IRSResponsiblePrtyInfoCurrInd0true
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/PreparationDt02023-09-23
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Barbara Dunagan
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02023-09-23T16:14:46-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JOSE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0AMEZUITA
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
$10,353
Liabilities
-
Net assets
$10,353
Revenue
$10,982
Expenses
$7,040
Net income
$3,942
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
2023Detailed filing. Detailed filing data is available for this year.$10.4$10.4$11.0$7.04$3.94
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
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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