Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

990EZ • Fiscal year 2023 • EIN 33-0123421

Jan 01, 2023 to Dec 31, 2023 • Filed on Oct 10, 2024

Organization ProfileN/A
21757 Palomar StWildomar, CA 92595

(951) 238-8455

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

37th percentile

-2.6%

Higher net margin than 37% 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

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2023

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2023

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$2,954

Down $7,530 (-72%) from 2013

Net Assets

Down

$2,954

Down $7,530 (-72%) from 2013

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin37th percentile

Revenue

Down

$21,598

Down $8,782 (-29%) from 2013

Expenses

Down

$22,157

Down $6,464 (-23%) from 2013

Net Income

Down

-$559

Down $2,318 (-132%) from 2013

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$15K$10K$5.0K$0Assets 2013: $10,484Net Assets 2013: $10,4842013Assets 2023: $2,954Net Assets 2023: $2,9542023Assets 2024: $3,598Net Assets 2024: $3,5982024

Highlighted filing

2023

Assets$2,954
Liabilities-
Net Assets$2,954
Open 2023 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$80K$60K$40K$20K$0-$20KRevenue 2013: $30,380Expenses 2013: $28,621Net Income 2013: $1,7592013Revenue 2023: $21,598Expenses 2023: $22,157Net Income 2023: -$5592023Revenue 2024: $69,315Expenses 2024: $68,671Net Income 2024: $6442024

Highlighted filing

2023

Revenue$21,598
Expenses$22,157
Net Income-$559
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Oct 10, 2024
Return Version
2023v5.1
Gross Receipts
$54,624
Mission and Program Overview

Mission

STUDENT WELFARE

Program Services

DescriptionGrantsExpenses
STUDENT ENRICHMENT SERVICES (ASB CARDS, YEARBOOKS, ETC$0$7,230
VARIOUS ACTIVITIES INVOLVIND VARIOUS SEGMENTS OF THE STUDENT BODY. EXAMPLES: HALLOWEEN TRAIL OF TRICK AND TREATS, MAGIC SHOW, LITERACY WEEK, ART CLASS.$0$7,227
5TH GRADE FIELD TRIP$0$4,006
HOSPITALITY$0$2,114
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-PresidentPT$0--
Filing and Contact Details

Filer

Filer Name
Wildomar Elementary Pta
EIN
33-0123421
Phone
9512388455
Address
21757 PALOMAR ST, WILDOMAR, CA 92595

Signing Officer

Name
Serena Holtz
Title
Treasurer
Phone
9512388455
Signed
2024-10-10

Preparer

Firm
Falk Tax Service
Address
9850 Garfield Ave SP 79, Huntington Beach, CA 92646
Preparer
Richard Falk
Phone
7145930828
Supplemental Narrative

Additional Explanations

Pt III, Line 31

“Various activities involvind various segments of the student body. Examples: halloween trail of trick and treats, magic show, literacy week, art class.”

Form 990EZ, Part I, Line 16

“OPERATING EXPENSES 846.”

Form 990EZ, Part I, Line 16

“PROGRAM EXPENSES 20578.”

Form 990EZ, Part I, Line 16

“Due to national organization 733.”

Raw XML Appendix138 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/PersonNm0ELIZETH HERRERA
IRS990EZ/BooksInCareOfDetail/PhoneNum09512388455
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt020734 COMO ST
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0WILDOMAR
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092595
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt03513
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt02954
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt01592
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-559
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt03513
IRS990EZ/Form990TotalAssetsGrp/EOYAmt02954
IRS990EZ/FundraisingGrossIncomeAmt051977
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt054624
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitialReturnInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt01055
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt03513
IRS990EZ/NetAssetsOrFundBalancesEOYAmt02954
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt03513
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt02954
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/BusinessName/BusinessNameLine1Txt0SERENA HOLTZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt022157
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0STUDENT WELFARE
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt05TH GRADE FIELD TRIP
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1STUDENT ENRICHMENT SERVICES (ASB CARDS, YEARBOOKS, ETC
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2HOSPITALITY
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3VARIOUS ACTIVITIES INVOLVIND VARIOUS SEGMENTS OF THE STUDENT BODY. EXAMPLES: HALLOWEEN TRAIL OF TRICK AND TREATS, MAGIC SHOW, LITERACY WEEK, ART CLASS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt20
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt30
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt04006
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt17230
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt22114
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt37227
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt033026
IRS990EZ/SpecialEventsNetIncomeLossAmt018951
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt022157
IRS990EZ/TotalProgramServiceExpensesAmt020577
IRS990EZ/TotalRevenueAmt021598
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt02645
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt02645
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt051977
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt051977
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt054622
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt054622
IRS990ScheduleA/Total509Grp/TotalAmt054622
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt054622
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0VARIOUS ACTIVITIES INVOLVIND VARIOUS SEGMENTS OF THE STUDENT BODY. EXAMPLES: HALLOWEEN TRAIL OF TRICK AND TREATS, MAGIC SHOW, LITERACY WEEK, ART CLASS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1OPERATING EXPENSES 846.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PROGRAM EXPENSES 20578.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DUE TO NATIONAL ORGANIZATION 733.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt III, Line 31
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part I, Line 16
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0SERENA HOLTZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09512388455
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-10-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WILDOMAR ELEMENTARY PTA
ReturnHeader/Filer/BusinessNameControlTxt0WILD
ReturnHeader/Filer/EIN0330123421
ReturnHeader/Filer/PhoneNum09512388455
ReturnHeader/Filer/USAddress/AddressLine1Txt021757 PALOMAR ST
ReturnHeader/Filer/USAddress/CityNm0WILDOMAR
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092595
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0FALK TAX SERVICE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt09850 Garfield Ave SP 79
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Huntington Beach
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092646
ReturnHeader/PreparerPersonGrp/PhoneNum07145930828
ReturnHeader/PreparerPersonGrp/PreparationDt02024-10-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RICHARD FALK
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02024-10-14T19:51:24-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

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
$2,954
Liabilities
-
Net assets
$2,954
Revenue
$21,598
Expenses
$22,157
Net income
-$559
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.60$3.60$69.3$68.7$0.64
2023Detailed filing. Detailed filing data is available for this year.$2.95$2.95$21.6$22.2$0.56
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.5$10.5$30.4$28.6$1.76