Civic Intelligence

PTA California Congress of Parents

EIN 23-7380461 • 501(c)3 • Fountain Valley, CA

Profile

Promote the welfare of our children in the school community.

18313 Santa CarlottaFountain Valley, CA 92708

www.courregespta.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2025

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2025

Net Margin

82nd percentile

31%

Higher net margin than 82% of similar nonprofits.

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

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

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

Asset Growth

83rd percentile

38%

Faster asset growth than 83% of similar nonprofits.

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

Revenue Growth

30th percentile

-25%

Faster revenue growth than 30% of similar nonprofits.

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

Assets

Up

$77,186

Up $17,067 (+28%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Up

$77,186

Up $17,067 (+28%) from 2023

Revenue

Up

$127,919

Up $58,684 (+85%) from 2023

Expenses

Up

$110,852

Up $14,284 (+15%) from 2023

Net Income

Up

$17,067

Up $44,400 (+162%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$100K$50K$0Assets 2014: $0Net Assets 2014: $34,0402014Assets 2015: $42,467Net Assets 2015: $42,4672015Assets 2016: $27,321Net Assets 2016: $27,3212016Assets 2017: $16,630Net Assets 2017: $16,6302017Assets 2018: $37,126Net Assets 2018: $37,1262018Assets 2019: $38,330Net Assets 2019: $38,3302019Assets 2020: $53,126Net Assets 2020: $53,1262020Assets 2021: $44,394Net Assets 2021: $44,3942021Assets 2022: $87,452Net Assets 2022: $87,4522022Assets 2023: $60,119Net Assets 2023: $60,1192023Assets 2024: $77,186Net Assets 2024: $77,1862024

Highlighted filing

2024

Assets$77,186
Liabilities-
Net Assets$77,186

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$150K$100K$50K$0-$50KRevenue 2014: $92,969Expenses 2014: $69,938Net Income 2014: $23,0312014Revenue 2015: $107,111Expenses 2015: $98,684Net Income 2015: $8,4272015Revenue 2016: $105,181Expenses 2016: $120,327Net Income 2016: -$15,1462016Revenue 2017: $120,381Expenses 2017: $131,072Net Income 2017: -$10,6912017Revenue 2018: $135,298Expenses 2018: $114,802Net Income 2018: $20,4962018Revenue 2019: $132,553Expenses 2019: $131,349Net Income 2019: $1,2042019Revenue 2020: $90,588Expenses 2020: $75,792Net Income 2020: $14,7962020Revenue 2021: $17,231Expenses 2021: $25,963Net Income 2021: -$8,7322021Revenue 2022: $71,850Expenses 2022: $28,792Net Income 2022: $43,0582022Revenue 2023: $69,235Expenses 2023: $96,568Net Income 2023: -$27,3332023Revenue 2024: $127,919Expenses 2024: $110,852Net Income 2024: $17,0672024

Highlighted filing

2024

Revenue$127,919
Expenses$110,852
Net Income$17,067

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Feb 17, 2025
Return Version
2023v6.0
Gross Receipts
$184,104
Mission and Program Overview

Mission

Promote the welfare of our children in the school community.

Program Services

DescriptionGrantsExpenses
Educational field trips and assemblies for approximately 700 students$58,773$58,773
Classroom/social enhancements such as art program, reading program, class parties, and other educational tools$38,461$38,461
Teacher Continuing Education$8,947$8,947
Computer software and supplies to improve availability for approximately 700 students$4,491$4,491
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Lucy CoreyPresidentPT$0--
Katie WatkinsVice PresidentPT$0--
Katie Naumann2nd Vice PresPT$0--
Gabriela Monahan3rd Vice PresPT$0--
Rebecca RichardsonTreasurerPT$0--
Kelsey JepsenAuditorPT$0--
Carrie FarrSecretaryPT$0--
Andre HallSecretaryPT$0--
Allison CassaraHistorianPT$0--
Melissa RichardsonParliamentarianPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Other Events$107,977$107,977$50,164$57,813
Fall Fundrasier$73,790$73,790$6,021$67,769
Total Events$181,767$181,767$56,185$125,582
Filing and Contact Details

Filer

Filer Name
PTA California Congress of Parents
EIN
23-7380461
Phone
7143784280
Address
18313 Santa Carlotta, Fountain Valley, CA 92708

Signing Officer

Name
Lucy Corey
Title
President
Signed
2025-02-17
Discuss with paid preparer
Yes

Preparer

Firm
Silverberg & Cook Inc
Address
1045 W KATELLA AVE STE 260, ORANGE, CA 92867
Preparer
Coleman Cook EA
Phone
7149391113
Supplemental Narrative

Additional Explanations

Grants and Similar Amounts Paid In Excess of $5,000.1

Class of Activity: 501 (c)3 | Donee's Name: Roch Courreges School | Donee's Address: 18313 Santa Carlotta Fountain Valley CA 92708 | Cash Amount Given: $110852

Raw XML Appendix196 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.

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