Civic Intelligence

PTA California Congress of Parents

EIN 26-0089055 • 501(c)3 • Beaumont, CA

Profile

Support student activities and reading

1040 Claiborne West AveBeaumont, CA 92223

n/A

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

62nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2021

Net Margin

58th percentile

6.2%

Higher net margin than 58% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2021

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 2021

Asset Growth

60th percentile

3.0%

Faster asset growth than 60% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

9th percentile

-81%

Faster revenue growth than 9% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets60th percentile

Assets

Up

$16,815

Up $485 (+3.0%) from 2020

Liabilities

Flat

$0

Flat from 2020

Net Assets

Up

$16,815

Up $485 (+3.0%) from 2020

Operations
Liabilities / Revenue62nd percentileNet Margin58th percentile

Revenue

Down

$7,804

Down $32,422 (-81%) from 2020

Expenses

Down

$7,319

Down $41,081 (-85%) from 2020

Net Income

Up

$485

Up $8,659 (+106%) from 2020

Trend Graphs

Balance Sheet Trend

Asset Growth60th percentile

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

$30K$20K$10K$0Assets 2012: $15,377Net Assets 2012: $15,3772012Assets 2013: $6,758Net Assets 2013: $6,7582013Assets 2014: $12,425Net Assets 2014: $12,4252014Assets 2015: $15,342Liabilities 2015: $0Net Assets 2015: $15,3422015Assets 2016: $14,883Liabilities 2016: $0Net Assets 2016: $14,8832016Assets 2017: $20,395Liabilities 2017: $0Net Assets 2017: $20,3952017Assets 2018: $15,801Liabilities 2018: $0Net Assets 2018: $15,8012018Assets 2020: $16,330Liabilities 2020: $0Net Assets 2020: $16,3302020Assets 2021: $16,815Liabilities 2021: $0Net Assets 2021: $16,8152021

Highlighted filing

2021

Assets$16,815
Liabilities$0
Net Assets$16,815
Open 2021 Filing

Operations Trend

Revenue Growth9th percentile

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

$100K$50K$0-$50KRevenue 2012: $78,586Expenses 2012: $82,814Net Income 2012: -$4,2282012Revenue 2013: $50,521Expenses 2013: $59,140Net Income 2013: -$8,6192013Revenue 2014: $47,905Expenses 2014: $44,030Net Income 2014: $3,8752014Revenue 2015: $60,497Expenses 2015: $57,580Net Income 2015: $2,9172015Revenue 2016: $50,057Expenses 2016: $50,516Net Income 2016: -$4592016Revenue 2017: $44,899Expenses 2017: $39,387Net Income 2017: $5,5122017Revenue 2018: $69,933Expenses 2018: $74,527Net Income 2018: -$4,5942018Revenue 2020: $40,226Expenses 2020: $48,400Net Income 2020: -$8,1742020Revenue 2021: $7,804Expenses 2021: $7,319Net Income 2021: $4852021

Highlighted filing

2021

Revenue$7,804
Expenses$7,319
Net Income$485
Open 2021 Filing

Filings

Most recent year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$16,815
Liabilities
$0
Net assets
$16,815
Revenue
$7,804
Expenses
$7,319
Net income
$485
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2021Detailed filing. Detailed filing data is available for this year.$16.8$0.00$16.8$7.80$7.32$0.49
2020Detailed filing. Detailed filing data is available for this year.$16.3$0.00$16.3$40.2$48.4$8.17
2018Detailed filing. Detailed filing data is available for this year.$15.8$0.00$15.8$69.9$74.5$4.59
2017Detailed filing. Detailed filing data is available for this year.$20.4$0.00$20.4$44.9$39.4$5.51
2016Detailed filing. Detailed filing data is available for this year.$14.9$0.00$14.9$50.1$50.5$0.46
2015Detailed filing. Detailed filing data is available for this year.$15.3$0.00$15.3$60.5$57.6$2.92
2014Detailed filing. Detailed filing data is available for this year.$12.4$12.4$47.9$44.0$3.88
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.76$6.76$50.5$59.1$8.62
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$15.4$15.4$78.6$82.8$4.23
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Nov 11, 2021
Return Version
2020v4.1
Gross Receipts
$7,804
Mission and Program Overview

Mission

Support student activities and reading

Program Services

DescriptionGrantsExpenses
STUDENT FIELD TRIPS--
YEAR BOOK--
ASSEMBLIES--
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROBIN LOUFEKPresidentPT$0--
PAT WATERSVice PresidentPT$0--
ROSA MARQUEZTreasurerPT$0--
SELENA SEWELLSecretaryPT$0--
Filing and Contact Details

Filer

Filer Name
Pta California Congress of Parents
EIN
26-0089055
Address
1040 CLAIBORNE WEST AVE, BEAUMONT, CA 92223

Signing Officer

Name
Robin Loufek
Title
President
Phone
9518455052
Signed
2021-11-11
Discuss with paid preparer
Yes

Preparer

Firm
Tax Cottage
Address
783 W Ramsey St Ste A, Banning, CA 92220
Preparer
Lisa Redwine
Phone
9519220445
Supplemental Narrative

Additional Explanations

Description of other revenue Part I line 8

“Description amountbox tops 136yearbook 4,694programs 824spirit wear 673membership and dues 161food nights 720fudiciary agreement 459”

Description of other expenses Part I line 16

“Description amountoffice supplies 8tax pay 285student events 2655th grade promotion 731fudiciary agreement 634awards 108yearbook 2,372pta ez 319spirit wear 1,565programs 471hospitality 311awards, hospitality and other program expenses”

Raw XML Appendix160 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/PersonNm0ROBIN LOUFIN
IRS990EZ/BooksInCareOfDetail/PhoneNum09513062263
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01040 CLAIRBORNE WEST AVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0BEAUMONT
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092223
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt016330
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt016815
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0107
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0485
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0250
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt016330
IRS990EZ/Form990TotalAssetsGrp/EOYAmt016815
IRS990EZ/GrossReceiptsAmt07804
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt030
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt016330
IRS990EZ/NetAssetsOrFundBalancesEOYAmt016815
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt016330
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt016815
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt210.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt310.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ROBIN LOUFEK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1PAT WATERS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ROSA MARQUEZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3SELENA SEWELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt07069
IRS990EZ/OtherRevenueTotalAmt07667
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SUPPORT STUDENT ACTIVITIES AND READING
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0STUDENT FIELD TRIPS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1YEAR BOOK
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2ASSEMBLIES
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt07319
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt07804
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0107
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0376
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt03405
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt03289
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt01122
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt08299
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt08
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt012
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt020
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt030
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt039850
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt060208
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt066644
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt065174
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0231906
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt08
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt012
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt020
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt02049
IRS990ScheduleA/OtherIncome509Grp/TotalAmt02049
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99150
IRS990ScheduleA/PublicSupportPY509Pct00.98890
IRS990ScheduleA/PublicSupportTotal509Amt0240205
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0137
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt040226
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt063613
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt069933
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt066296
IRS990ScheduleA/Total509Grp/TotalAmt0240205
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0137
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt040234
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt063613
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt069933
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt068357
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0242274
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION AMOUNTBOX TOPS 136YEARBOOK 4,694PROGRAMS 824SPIRIT WEAR 673MEMBERSHIP AND DUES 161FOOD NIGHTS 720FUDICIARY AGREEMENT 459
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION AMOUNTOFFICE SUPPLIES 8TAX PAY 285STUDENT EVENTS 2655TH GRADE PROMOTION 731FUDICIARY AGREEMENT 634AWARDS 108YEARBOOK 2,372PTA EZ 319SPIRIT WEAR 1,565PROGRAMS 471HOSPITALITY 311AWARDS, HOSPITALITY AND OTHER PROGRAM EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other revenue Part I line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd000
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBIN LOUFEK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09518455052
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA CALIFORNIA CONGRESS OF PARENTS
ReturnHeader/Filer/BusinessNameControlTxt0PTAC
ReturnHeader/Filer/EIN0260089055
ReturnHeader/Filer/USAddress/AddressLine1Txt01040 CLAIBORNE WEST AVE
ReturnHeader/Filer/USAddress/CityNm0BEAUMONT
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092223
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Tax Cottage
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0783 W Ramsey St Ste A
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Banning
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092220
ReturnHeader/PreparerPersonGrp/PhoneNum09519220445
ReturnHeader/PreparerPersonGrp/PreparationDt02021-11-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Lisa Redwine
ReturnHeader/ReturnTs02021-11-11T13:21:53-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ROBIN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0LOUFEK
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

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