Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

990EZ • Fiscal year 2023 • EIN 33-0225462

Jul 01, 2022 to Jun 30, 2023 • Filed on Jan 25, 2024

9952 Graham StreetCypress, CA 90630

(949) 922-8910

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

35th percentile

-3.9%

Higher net margin than 35% 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

34th percentile

-8.1%

Faster asset growth than 34% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

92nd percentile

131%

Faster revenue growth than 92% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Assets

Down

$15,328

Down $1,343 (-8.1%) from 2022

Net Assets

Down

$15,328

Down $1,343 (-8.1%) from 2022

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$34,143

Up $19,392 (+131%) from 2022

Expenses

Up

$35,486

Up $20,278 (+133%) from 2022

Net Income

Down

-$1,343

Down $886 (-194%) from 2022

Historical Trend

Balance Sheet Trend

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

$40K$30K$20K$10K$0Assets 2012: $20,918Net Assets 2012: $20,9182012Assets 2018: $37,031Liabilities 2018: $0Net Assets 2018: $37,0312018Assets 2019: $27,099Liabilities 2019: $0Net Assets 2019: $27,0992019Assets 2020: $27,331Net Assets 2020: $27,3312020Assets 2022: $16,671Net Assets 2022: $16,6712022Assets 2023: $15,328Net Assets 2023: $15,3282023Assets 2024: $13,368Net Assets 2024: $13,3682024Assets 2025: $31,491Liabilities 2025: $0Net Assets 2025: $31,4912025

Highlighted filing

2023

Assets$15,328
Liabilities-
Net Assets$15,328

Operations Trend

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

$60K$40K$20K$0-$20KRevenue 2012: $32,657Expenses 2012: $48,672Net Income 2012: -$16,0152012Revenue 2018: $58,300Expenses 2018: $40,268Net Income 2018: $18,0322018Revenue 2019: $31,706Expenses 2019: $41,638Net Income 2019: -$9,9322019Revenue 2020: $26,077Expenses 2020: $25,845Net Income 2020: $2322020Revenue 2022: $14,751Expenses 2022: $15,208Net Income 2022: -$4572022Revenue 2023: $34,143Expenses 2023: $35,486Net Income 2023: -$1,3432023Revenue 2024: $34,560Expenses 2024: $36,520Net Income 2024: -$1,9602024Revenue 2025: $18,123Expenses 2025: $0Net Income 2025: $18,1232025

Highlighted filing

2023

Revenue$34,143
Expenses$35,486
Net Income-$1,343
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Jan 25, 2024
Return Version
2022v5.0
Gross Receipts
$149,443
Mission and Program Overview

Mission

CHILD ADVOCACY

Program Services

DescriptionGrantsExpenses
JULIET MORRIS ELEMENTARY PTA EXISTS TO PROMOTE STUDENT ENRICHMENT AT JULIET MORRIS PUBLIC ELEMENTARY SCHOOL. ALL FUNDS RAISED ARE USED FOR THIS PURPOSE.-$35,486
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
BARBARA FERNANDEZPresidentPT$0--
JENNIFER MILLERTreasurerPT$0--
CASSIE BROWNVice PresidentPT$0--
MAYRA DAZASecretaryPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
General Fundraisers$89,695$89,695$67,891$21,804
Senior Class Activities$48,638$48,638$39,764$8,874
Total Events$148,584$148,584$115,300$33,284
Filing and Contact Details

Filer

Filer Name
Juliet Morris Elementary School Pta
EIN
33-0225462
Phone
9499228910
Address
9952 GRAHAM STREET, CYPRESS, CA 90630

Signing Officer

Name
Barbara Fernandez
Title
Treasurer
Signed
2024-01-25
Discuss with paid preparer
Yes

Preparer

Firm
Fifield & Jamieson Accountancy PC
Address
11021 Winners Circle Suite 106, Los Alamitos, CA 90720
Preparer
Steven Fifield CPA
Phone
7148219690
Supplemental Narrative

Additional Explanations

Other Expenses.1

Student program support $13538

Other Expenses.2

FIELD TRIPS $9936

Other Expenses.3

ASSEMBLIES $5066

Other Expenses.4

TECHNOLOGY SUPPORT $4529

Other Expenses.5

STAFF APPRECIATION $1670

Other Expenses.6

INSURANCE $297

Other Expenses.7

Administrative expenses $148

Other Expenses.8

BANK FEES $120

Other Expenses.9

AWARDS $114

Other Expenses.10

EMERGENCY DISASTER $68

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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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt035486
IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/ScheduleBNotRequiredInd0X
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IRS990EZ/SubjectToProxyTaxInd0false
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IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
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IRS990EZ/TaxReimbursedByOrganizationAmt00
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IRS990EZ/TotalRevenueAmt034143
IRS990EZ/TransactionWithControlEntInd0false
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IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0854
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0491
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt05814
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt07624
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IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
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IRS990ScheduleA/PublicSupportCY509Pct00.99950
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IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0480005
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IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0SENIOR CLASS ACTIVITIES
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt089695
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt048638
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt010251
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IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0STUDENT PROGRAM SUPPORT $13538
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FIELD TRIPS $9936
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ASSEMBLIES $5066
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3TECHNOLOGY SUPPORT $4529
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4STAFF APPRECIATION $1670
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5INSURANCE $297
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6ADMINISTRATIVE EXPENSES $148
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7BANK FEES $120
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8AWARDS $114
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9EMERGENCY DISASTER $68
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.10
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BARBARA FERNANDEZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-01-25
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ReturnHeader/Filer/BusinessNameControlTxt0JULI
ReturnHeader/Filer/EIN0330225462
ReturnHeader/Filer/PhoneNum09499228910
ReturnHeader/Filer/USAddress/AddressLine1Txt09952 GRAHAM STREET
ReturnHeader/Filer/USAddress/CityNm0CYPRESS
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ReturnHeader/Filer/USAddress/ZIPCd090630
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0833276735
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt011021 Winners Circle Suite 106
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Los Alamitos
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd090720
ReturnHeader/PreparerPersonGrp/PhoneNum07148219690
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEVEN FIFIELD CPA
ReturnHeader/ReturnTs02024-01-25T15:15:28-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0BARBARA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0FERNANDEZ
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

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