Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

990EZ • Fiscal year 2024 • EIN 23-7350794

Jul 01, 2023 to Jun 30, 2024 • Filed on Oct 21, 2024

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 2024

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2024

Net Margin

59th percentile

8.1%

Higher net margin than 59% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

59th percentile

6.8%

Faster asset growth than 59% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

24th percentile

-22%

Faster revenue growth than 24% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$11,052

Up $4,641 (+72%) from 2022

Net Assets

Up

$11,052

Up $4,641 (+72%) from 2022

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin59th percentile

Revenue

Up

$8,598

Up $1,215 (+16%) from 2022

Expenses

Up

$7,899

Up $1,722 (+28%) from 2022

Net Income

Down

$699

Down $507 (-42%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth59th 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 2024: $11,052Net Assets 2024: $11,0522024Assets 2025: $6,730Net Assets 2025: $6,7302025

Highlighted filing

2024

Assets$11,052
Liabilities-
Net Assets$11,052
Open 2024 Filing

Operations Trend

Revenue Growth24th 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 2024: $8,598Expenses 2024: $7,899Net Income 2024: $6992024Revenue 2025: $9,091Expenses 2025: $13,413Net Income 2025: -$4,3222025

Highlighted filing

2024

Revenue$8,598
Expenses$7,899
Net Income$699
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Oct 21, 2024
Return Version
2023v5.1
Gross Receipts
$23,681
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, BUCK A BOOK,FAMILY FUN NIGHT FIELD DAY,$0$3,776
PROVIDE FUNDING FOR NON-REQUIRED CURRICULUM SUPPLIES FORTEACHERS, LIBRARY, STAFF, PTA, HOSPITALITY,$0$1,690
EDUCATIONAL ENRICHMENT FOR STUDENTS AND STAFF INCLUDINGRED RIBBON, CLASSROOM, BENEFITS APPROX 500 STUDENTS$0$573
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
GRACE SALAZARPresidentPT$0--
ANGELES DAVALOSTreasurerPT$0--
HILARY EDWARDSSecretaryPT$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
Angeles Davalos
Title
Treasurer
Phone
5626902369
Signed
2024-10-21
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

“BANK CHARGES 42.”

Form 990EZ, Part I, Line 16

“COUNCIL FEES 150.”

Form 990EZ, Part I, Line 16

“FAMILY FUN NIGHT 2430.”

Form 990EZ, Part I, Line 16

“FIELD DAY 328.”

Form 990EZ, Part I, Line 16

“FIELD TRIPS 979.”

Form 990EZ, Part I, Line 16

“HSA 417.”

Form 990EZ, Part I, Line 16

“INSTALLATION 107.”

Form 990EZ, Part I, Line 16

“INSURANCE 282.”

Form 990EZ, Part I, Line 16

“MEMBERSHIP 13.”

Form 990EZ, Part I, Line 16

“PBIS 482.”

Form 990EZ, Part I, Line 16

“PROGRAMS 955.”

Form 990EZ, Part I, Line 16

“PTA EZ 99.”

Form 990EZ, Part I, Line 16

“RED RIBBON 264.”

Form 990EZ, Part I, Line 16

“STAFF APPRECIATION 916.”

Form 990EZ, Part I, Line 16

“Tax prep and charitable trust sos 185.”

Form 990EZ, Part I, Line 16

“WELCOME BACK 250.”

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/PersonNm0ANGELES DAVALOS
IRS990EZ/BooksInCareOfDetail/PhoneNum05628183983
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0311 W EMA AVE A
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0LA HABRA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd090631
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt010353
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt011052
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0479
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0699
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt010353
IRS990EZ/Form990TotalAssetsGrp/EOYAmt011052
IRS990EZ/FundraisingGrossIncomeAmt022856
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt023681
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0346
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt010353
IRS990EZ/NetAssetsOrFundBalancesEOYAmt011052
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt010353
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt011052
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/PersonNm0GRACE SALAZAR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ANGELES DAVALOS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2HILARY EDWARDS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt07899
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, BENEFITS APPROX 500 STUDENTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1PROVIDE ACTIVITIES AND EVENTS TO STUDENTS, FAMILY AND FACULTY, INCLUDINGCOMMUNICATIONS, AND INCENTIVES, BUCK A BOOK,FAMILY FUN NIGHT FIELD DAY,
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/ProgramServiceExpensesAmt0573
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt13776
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt21690
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt015083
IRS990EZ/SpecialEventsNetIncomeLossAmt07773
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt07899
IRS990EZ/TotalProgramServiceExpensesAmt06039
IRS990EZ/TotalRevenueAmt08598
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0479
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0812
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0509
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt04146
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt05946
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt022856
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt022414
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt017266
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt04430
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt066966
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt072912
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt023335
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt023226
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt017775
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt08576
IRS990ScheduleA/Total509Grp/TotalAmt072912
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt072912
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0BANK CHARGES 42.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1COUNCIL FEES 150.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2FAMILY FUN NIGHT 2430.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3FIELD DAY 328.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4FIELD TRIPS 979.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5HSA 417.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6INSTALLATION 107.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7INSURANCE 282.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8MEMBERSHIP 13.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9PBIS 482.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10PROGRAMS 955.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11PTA EZ 99.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12RED RIBBON 264.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13STAFF APPRECIATION 916.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14TAX PREP AND CHARITABLE TRUST SOS 185.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15WELCOME BACK 250.
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
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ANGELES DAVALOS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05626902369
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-10-21
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/PreparationDt02024-10-21
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Barbara Dunagan
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02024-10-21T17:14:25-07:00
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
$11,052
Liabilities
-
Net assets
$11,052
Revenue
$8,598
Expenses
$7,899
Net income
$699
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
2024Detailed filing. Detailed filing data is available for this year.$11.1$11.1$8.60$7.90$0.70
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