Civic Intelligence

Valencia Elementary School PTA California Congress

EIN 33-0195996 • 501(c)3 • Laguna Hills, CA

Profile

Information, advocacy and support of educational and educational enrichment programs for students, staff and families of Valencia Elementary School.

25661 Paseo de ValenciaLaguna Hills, CA 92653

valenciaelementarypta.membershiptoolkit.com

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 2025

Liabilities / Revenue

62nd percentile

0.00x

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

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

Net Margin

86th percentile

40%

Higher net margin than 86% 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

89th percentile

69%

Faster asset growth than 89% of similar nonprofits.

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

Revenue Growth

92nd percentile

108%

Faster revenue growth than 92% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets60th percentile

Assets

Up

$207,037

Up $84,459 (+69%) from 2024

Liabilities

$0

No earlier filing loaded for comparison.

Net Assets

Up

$207,037

Up $84,459 (+69%) from 2024

Operations
Liabilities / Revenue62nd percentileNet Margin86th percentile

Revenue

Up

$208,956

Up $108,358 (+108%) from 2024

Expenses

Down

$124,497

Down $22,095 (-15%) from 2024

Net Income

Up

$84,459

Up $130,453 (+284%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth89th percentile

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

$300K$200K$100K$0Assets 2012: $116,777Liabilities 2012: $12,760Net Assets 2012: $104,0172012Assets 2013: $99,283Liabilities 2013: $381Net Assets 2013: $98,9022013Assets 2015: $112,028Liabilities 2015: $4,502Net Assets 2015: $107,5262015Assets 2016: $80,729Liabilities 2016: $0Net Assets 2016: $80,7292016Assets 2017: $107,598Liabilities 2017: $0Net Assets 2017: $107,5982017Assets 2018: $78,457Liabilities 2018: $0Net Assets 2018: $78,4572018Assets 2019: $101,516Liabilities 2019: $0Net Assets 2019: $101,5162019Assets 2020: $66,564Net Assets 2020: $66,5642020Assets 2021: $92,071Net Assets 2021: $92,0712021Assets 2022: $156,858Net Assets 2022: $156,8582022Assets 2023: $168,572Liabilities 2023: $0Net Assets 2023: $168,5722023Assets 2024: $122,578Net Assets 2024: $122,5782024Assets 2025: $207,037Liabilities 2025: $0Net Assets 2025: $207,0372025

Highlighted filing

2025

Assets$207,037
Liabilities$0
Net Assets$207,037
Open 2025 Filing

Operations Trend

Revenue Growth92nd percentile

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

$300K$200K$100K$0-$100KExpenses 2012: $67,2482012Expenses 2013: $103,9762013Revenue 2015: $157,216Expenses 2015: $78,550Net Income 2015: $78,6662015Revenue 2016: $156,940Expenses 2016: $188,239Net Income 2016: -$31,2992016Revenue 2017: $207,126Expenses 2017: $180,266Net Income 2017: $26,8602017Revenue 2018: $232,966Expenses 2018: $174,268Net Income 2018: $58,6982018Revenue 2019: $75,629Expenses 2019: $8,208Net Income 2019: $67,4212019Revenue 2020: $166,365Expenses 2020: $202,419Net Income 2020: -$36,0542020Revenue 2021: $85,914Expenses 2021: $54,126Net Income 2021: $31,7882021Revenue 2022: $142,339Expenses 2022: $78,208Net Income 2022: $64,1312022Revenue 2023: $200,883Expenses 2023: $189,169Net Income 2023: $11,7142023Revenue 2024: $100,598Expenses 2024: $146,592Net Income 2024: -$45,9942024Revenue 2025: $208,956Expenses 2025: $124,497Net Income 2025: $84,4592025

Highlighted filing

2025

Revenue$208,956
Expenses$124,497
Net Income$84,459
Open 2025 Filing

Filings

Most recent year

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

Open filing
Assets
$207,037
Liabilities
$0
Net assets
$207,037
Revenue
$208,956
Expenses
$124,497
Net income
$84,459
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.07$0.00$2.07$2.09$1.24$0.84
2024Detailed filing. Detailed filing data is available for this year.$1.23$1.23$1.01$1.47$0.46
2023Detailed filing. Detailed filing data is available for this year.$1.69$0.00$1.69$2.01$1.89$0.12
2022Detailed filing. Detailed filing data is available for this year.$1.57$1.57$1.42$0.78$0.64
2021Detailed filing. Detailed filing data is available for this year.$0.92$0.92$0.86$0.54$0.32
2020Detailed filing. Detailed filing data is available for this year.$0.67$0.67$1.66$2.02$0.36
2019Detailed filing. Detailed filing data is available for this year.$1.02$0.00$1.02$0.76$0.08$0.67
2018Detailed filing. Detailed filing data is available for this year.$0.78$0.00$0.78$2.33$1.74$0.59
2017Detailed filing. Detailed filing data is available for this year.$1.08$0.00$1.08$2.07$1.80$0.27
2016Detailed filing. Detailed filing data is available for this year.$0.81$0.00$0.81$1.57$1.88$0.31
2015Detailed filing. Detailed filing data is available for this year.$1.12$0.05$1.08$1.57$0.79$0.79
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.99$0.00$0.99$1.04
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.17$0.13$1.04$0.67
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Oct 24, 2025
Return Version
2024v5.2
Gross Receipts
$270,412
Mission and Program Overview

Mission

Student support, student enrichment, student educational field trips, student educational assemblies, educational programs, school operational and technology gifts.

Information, advocacy, educational enrichment for the students, families and staff of Valencia Elementary School.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$122,578$207,037▲ $84,459
Cash and Non-Interest-Bearing Accounts$74,817$159,252▲ $84,435
Savings and Temporary Cash Investments$47,761$47,785▲ $24
Total Assets$122,578$207,037▲ $84,459
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$122,578$207,037▲ $84,459
Total Liabilities and Net Assets / Fund Balance$122,578$207,037▲ $84,459
Compensation and Service Providers
Top Officer Pay81st percentile

Board Members and Trustees

NameTitle
Remy DietzPresident
Sarah CarridoAuditor, Communications
Jill FitzpatrickExec. V. P.
Christine Egge Schedule OFinancial Secy
Shannon GerlachParliamentarian
Trang NguyenRecording Secy
Alissa McCantaTreasurer
Beth ZefferV. P. Programs
Karolin StradlingV. P. Ways and Means
Revenue and Support

Revenue Composition

Contributions and Grants
$41,981
Program Service Revenue
$45,697
Investment Income
$24
Other Revenue
$121,254
All Other Contributions
$40,516
Change in Net Assets
$84,459
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$92,197
Grants and Similar Amounts Paid$32,300
Total Fundraising Expense$2,002
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$32,300--$32,300
Other Expenses$7,825--$7,825
Office Expenses-$5,865-$5,865
All Other Expenses-$555$2,002$2,557
Information Technology-$1,429-$1,429
Conferences and Meetings-$778-$778
Fees for Services Accounting-$465-$465
Insurance-$288-$288
Total Functional Expenses$113,115$9,380$2,002$124,497
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Valencia Elem School (SVUSD)Laguna Hills, CA501c3Education Programs Funding$32,300
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
Yes

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$171,728
Fundraising Direct Expenses$54,950
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Jogathon 2024 and 2025 Events$112,054$112,054$3,513$108,541
Dinner Dance Fundraising Event$51,556$51,556$21,756$29,800
Total Events$171,728$171,728$54,950$116,778
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VII, Section A, Line 7

“Board Financial Secretary is also an employee of the School Districe SVUSD.”

Form 990, Part XI, Section C, Line 19

“The governing documents and financial statements are available by the organization upon request.”

Filing and Contact Details

Filer

Filer Name
Valencia Elementary School PTA California Congress
EIN
33-0195996
In Care Of
% Alissa McCanta
Phone
9498303650
Address
25661 Paseo de Valencia, Laguna Hills, CA 92653

Signing Officer

Name
Alissa McCanta
Title
Treasurer 202526
Phone
9498303650
Signed
2025-10-24
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Alissa McCanta
Formed
1989
Legal Domicile
CA
Voting Board Members
9
Independent Board Members
9
Employees
0

Preparer

Preparer
Elizabeth A Weber CPA
Phone
9492909333
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 4D

“Program Service Expenses 7,825, Grants and allocations 0, Revenue 0 Family Programs Funding”

Form 990, Part IX, Section 24, Line E

“Volunteer Expenses 555, Fundraising Expenses 1502, Non-cash contributions subtracted to balance 500.”

Form 990, Part XI, Section B, Line 11A

“The form 990 will be made available for review by the board at their next PTA meeting.”

Raw XML AppendixShowing 400 of 438 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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IRS990/RevenueAmt045397
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0122578
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0207037
IRS990/SavingsAndTempCashInvstGrp/BOYAmt047761
IRS990/SavingsAndTempCashInvstGrp/EOYAmt047785
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt041981
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt052361
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt072642
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt065459
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt039181
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0271624
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt024
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt024
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt024
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt026
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt040
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0138
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0228407
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0132656
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0202617
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt094359
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt054702
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0712741
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt024
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt024
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt024
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt026
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt040
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0138
IRS990ScheduleA/InvestmentIncomeCYPct00.00010
IRS990ScheduleA/InvestmentIncomePYPct00.00020
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99990
IRS990ScheduleA/PublicSupportPY509Pct00.99980
IRS990ScheduleA/PublicSupportTotal509Amt0984365
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0270388
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0185017
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0275259
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0159818
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt093883
IRS990ScheduleA/Total509Grp/TotalAmt0984365
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0270412
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0185041
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0275283
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0159844
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt093923
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0984503
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/EmailSolicitationsInd0X
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt054950
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt0900
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent2Amt0900
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt01800
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Dinner Dance Fundraising Event
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Jogathon 2024 and 2025 Events
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent2Amt0501
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt0501
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt051556
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt0112054
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt08118
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0171728
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt051556
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt0112054
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt08118
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0171728
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0116778
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent2Amt0200
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt0200
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt08620
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt033889
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt021756
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt03513
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt018560
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt018560
IRS990ScheduleG/InPersonSolicitationsInd0X
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt032300
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501c3
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0Education Programs Funding
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0Valencia Elem School (SVUSD)
IRS990ScheduleI/RecipientTable/RecipientEIN0953872448
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt025661 Paseo de Valencia
IRS990ScheduleI/RecipientTable/USAddress/CityNm0Laguna Hills
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0CA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd092653
IRS990ScheduleI/Total501c3OrgCnt01
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Program Service Expenses 7,825, Grants and allocations 0, Revenue 0 Family Programs Funding
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Board Financial Secretary is also an employee of the School Districe SVUSD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Volunteer Expenses 555, Fundraising Expenses 1502, Non-cash contributions subtracted to balance 500.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3The form 990 will be made available for review by the board at their next PTA meeting.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4The governing documents and financial statements are available by the organization upon request.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part III, Line 4d
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VII, Section A, Line 7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part IX, Section 24, Line e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part XI, Section B, Line 11a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part XI, Section C, Line 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0122578
IRS990/TotalAssetsEOYAmt0207037
IRS990/TotalAssetsGrp/BOYAmt0122578
IRS990/TotalAssetsGrp/EOYAmt0207037
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt041981
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt02002
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt09380
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0113115
IRS990/TotalFunctionalExpensesGrp/TotalAmt0124497
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0122578
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0207037
IRS990/TotalOtherProgSrvcExpenseAmt07825
IRS990/TotalProgramServiceExpensesAmt0113115
IRS990/TotalProgramServiceRevenueAmt045697
IRS990/TotalRevenueGrp/ExclusionAmt0116778
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0208956
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0122578
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0207037

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