Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

990EZ • Fiscal year 2025 • EIN 23-7350794

Jul 01, 2024 to Jun 30, 2025 • Filed on Nov 04, 2025

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 2025

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2025

Net Margin

9th percentile

-48%

Higher net margin than 9% of similar nonprofits.

2025 filings • 501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

82nd percentile

$0

Higher top officer pay than 82% of similar nonprofits.

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

2025 filings • 501(c)3 • <$500k nonprofits • Source year 2025

Asset Growth

13th percentile

-39%

Faster asset growth than 13% of similar nonprofits.

2025 filings • 501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

56th percentile

5.7%

Faster revenue growth than 56% of similar nonprofits.

2025 filings • 501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$6,730

Up $319 (+5.0%) from 2022

Net Assets

Up

$6,730

Up $319 (+5.0%) from 2022

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin9th percentile

Revenue

Up

$9,091

Up $1,708 (+23%) from 2022

Expenses

Up

$13,413

Up $7,236 (+117%) from 2022

Net Income

Down

-$4,322

Down $5,528 (-458%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth13th percentile

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

2025

Assets$6,730
Liabilities-
Net Assets$6,730
Open 2025 Filing

Operations Trend

Revenue Growth56th 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 2025: $9,091Expenses 2025: $13,413Net Income 2025: -$4,3222025

Highlighted filing

2025

Revenue$9,091
Expenses$13,413
Net Income-$4,322
Open 2025 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Nov 4, 2025
Return Version
2024v5.2
Gross Receipts
$17,269
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, FIELD TRIPS$0$8,405
PROVIDE FUNDING FOR NON-REQUIRED CURRICULUM SUPPLIES FORTEACHERS, LIBRARY, STAFF, PTA, HOSPITALITY,$0$3,212
EDUCATIONAL ENRICHMENT FOR STUDENTS AND STAFF INCLUDINGRED RIBBON, CLASSROOM,GIFT TO SCHOOL BENEFITS APPROX 500 STUDENTS$0$1,660
Compensation and Service Providers
Top Officer Pay82nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
XIEMENA SHERIDANPresidentPT$0--
DALIA PENALOZATreasurerPT$0--
JOSE AMEZQUITASecretaryPT$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
Dalia Pendaloza
Title
Treasurer
Phone
5626902369
Signed
2025-11-04
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 37.”

Form 990EZ, Part I, Line 16

“COUNCIL FEES 390.”

Form 990EZ, Part I, Line 16

“FIELD TRIPS 2882.”

Form 990EZ, Part I, Line 16

“GIFT TO SCHOOL 1599.”

Form 990EZ, Part I, Line 16

“HSA 645.”

Form 990EZ, Part I, Line 16

“PROGRAMS 5523.”

Form 990EZ, Part I, Line 16

“PTA 482.”

Form 990EZ, Part I, Line 16

“STAFF 1695.”

Form 990EZ, Part I, Line 16

“Tax prep and charitable trust sos 160.”

Raw XML Appendix172 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/PersonNm0DALIA PENALOZA
IRS990EZ/BooksInCareOfDetail/PhoneNum05625248150
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0435 N AVO LN
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0LA HABRA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd090631
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt011052
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt06730
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0132
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-4322
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt011052
IRS990EZ/Form990TotalAssetsGrp/EOYAmt06730
IRS990EZ/FundraisingGrossIncomeAmt016569
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt017269
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0568
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt011052
IRS990EZ/NetAssetsOrFundBalancesEOYAmt06730
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt011052
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt06730
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/PersonNm0XIEMENA SHERIDAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DALIA PENALOZA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JOSE AMEZQUITA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt013413
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,GIFT TO SCHOOL 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, FIELD TRIPS
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/ProgramServiceExpensesAmt01660
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt18405
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt23212
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt08178
IRS990EZ/SpecialEventsNetIncomeLossAmt08391
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt013413
IRS990EZ/TotalProgramServiceExpensesAmt013277
IRS990EZ/TotalRevenueAmt09091
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0132
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0479
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0812
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0509
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt04146
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt06078
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt016569
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt022856
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt022414
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt017266
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt04430
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt083535
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt089613
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt016701
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt023335
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt023226
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt017775
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt08576
IRS990ScheduleA/Total509Grp/TotalAmt089613
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt089613
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0BANK CHARGES 37.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1COUNCIL FEES 390.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2FIELD TRIPS 2882.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3GIFT TO SCHOOL 1599.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4HSA 645.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5PROGRAMS 5523.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6PTA 482.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7STAFF 1695.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8TAX PREP AND CHARITABLE TRUST SOS 160.
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
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DALIA PENDALOZA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05626902369
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-04
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/PreparationDt02025-11-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Barbara Dunagan
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-11-04T09:21:08-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,730
Liabilities
-
Net assets
$6,730
Revenue
$9,091
Expenses
$13,413
Net income
-$4,322
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
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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2025 filings • 501(c)3 • <$500k nonprofits