Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

990EZ • Fiscal year 2024 • EIN 33-0225462

Jul 01, 2023 to Jun 30, 2024 • Filed on Nov 08, 2024

Organization ProfileN/A
9952 Graham StreetCypress, CA 90630

(562) 715-1365

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 2024

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2024

Net Margin

32nd percentile

-5.7%

Higher net margin than 32% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

30th percentile

-13%

Faster asset growth than 30% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

48th percentile

1.2%

Faster revenue growth than 48% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$13,368

Down $1,960 (-13%) from 2023

Net Assets

Down

$13,368

Down $1,960 (-13%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin32nd percentile

Revenue

Up

$34,560

Up $417 (+1.2%) from 2023

Expenses

Up

$36,520

Up $1,034 (+2.9%) from 2023

Net Income

Down

-$1,960

Down $617 (-46%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth30th percentile

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

2024

Assets$13,368
Liabilities-
Net Assets$13,368
Open 2024 Filing

Operations Trend

Revenue Growth48th percentile

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

2024

Revenue$34,560
Expenses$36,520
Net Income-$1,960
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Nov 8, 2024
Return Version
2023v5.1
Gross Receipts
$154,624
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.-$36,520
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SHERLEEN RIOSPresidentPT$0--
JOHN JOHNSONTreasurerPT$0--
WENDY SUNDERLANDVice PresidentPT$0--
VERONICA TRAURIGSecretaryPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
General Fundraisers$110,514$110,514$73,494$37,020
Senior Class Activities$32,607$32,607$39,167$-6,560
Total Events$153,894$153,894$120,064$33,830
Filing and Contact Details

Filer

Filer Name
Juliet Morris Elementary School Pta
EIN
33-0225462
Phone
5627151365
Address
9952 GRAHAM STREET, CYPRESS, CA 90630

Signing Officer

Name
John Johnson
Title
Treasurer
Signed
2024-11-08
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 $18175”

Other Expenses.2

“FIELD TRIPS $7775”

Other Expenses.3

“Administrative expenses $4739”

Other Expenses.4

“ASSEMBLIES $3695”

Other Expenses.5

“STAFF APPRECIATION $833”

Other Expenses.6

“EMERGENCY DISASTER $749”

Other Expenses.7

“AWARDS $420”

Other Expenses.8

“BANK FEES $134”

Raw XML Appendix179 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/PersonNm0JOHN JOHNSON
IRS990EZ/BooksInCareOfDetail/PhoneNum05627151365
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt09952 GRAHAM STREET
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0CYPRESS
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd090630
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt015328
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt013368
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-1960
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt015328
IRS990EZ/Form990TotalAssetsGrp/EOYAmt013368
IRS990EZ/FundraisingGrossIncomeAmt0153894
IRS990EZ/GrossReceiptsAmt0154624
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0730
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt015328
IRS990EZ/NetAssetsOrFundBalancesEOYAmt013368
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt015328
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt013368
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt35.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0SHERLEEN RIOS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JOHN JOHNSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2WENDY SUNDERLAND
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3VERONICA TRAURIG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt036520
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0CHILD ADVOCACY
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0JULIET MORRIS ELEMENTARY PTA EXISTS TO PROMOTE STUDENT ENRICHMENT AT JULIET MORRIS PUBLIC ELEMENTARY SCHOOL. ALL FUNDS RAISED ARE USED FOR THIS PURPOSE.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt036520
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt0120064
IRS990EZ/SpecialEventsNetIncomeLossAmt033830
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt036520
IRS990EZ/TotalProgramServiceExpensesAmt036520
IRS990EZ/TotalRevenueAmt034560
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0854
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0465
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0491
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt01810
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt05
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt02
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0130
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0137
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0148584
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt051867
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt02693
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0122570
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0325714
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt05
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt02
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0130
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0137
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal509Amt0327524
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0149438
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt052332
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt02693
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0123061
IRS990ScheduleA/Total509Grp/TotalAmt0327524
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0149443
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt052334
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt02693
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0123191
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0327661
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt0120064
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0GENERAL FUNDRAISERS
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0SENIOR CLASS ACTIVITIES
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt0110514
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt032607
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt010773
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0153894
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt0110514
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt032607
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt010773
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0153894
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt033830
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt07403
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt0120064
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt073494
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt039167
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0STUDENT PROGRAM SUPPORT $18175
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FIELD TRIPS $7775
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ADMINISTRATIVE EXPENSES $4739
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ASSEMBLIES $3695
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4STAFF APPRECIATION $833
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5EMERGENCY DISASTER $749
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6AWARDS $420
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7BANK FEES $134
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
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN JOHNSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JULIET MORRIS ELEMENTARY SCHOOL PTA
ReturnHeader/Filer/BusinessNameControlTxt0JULI
ReturnHeader/Filer/EIN0330225462
ReturnHeader/Filer/PhoneNum05627151365
ReturnHeader/Filer/USAddress/AddressLine1Txt09952 GRAHAM STREET
ReturnHeader/Filer/USAddress/CityNm0CYPRESS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd090630
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0833276735
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Fifield & Jamieson Accountancy PC
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/ReturnTs02024-11-08T14:05:32-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$13,368
Liabilities
-
Net assets
$13,368
Revenue
$34,560
Expenses
$36,520
Net income
-$1,960
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$31.5$0.00$31.5$18.1$0.00$18.1
2024Detailed filing. Detailed filing data is available for this year.$13.4$13.4$34.6$36.5$1.96
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$15.3$15.3$34.1$35.5$1.34
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$16.7$16.7$14.8$15.2$0.46
2020Detailed filing. Detailed filing data is available for this year.$27.3$27.3$26.1$25.8$0.23
2019Detailed filing. Detailed filing data is available for this year.$27.1$0.00$27.1$31.7$41.6$9.93
2018Detailed filing. Detailed filing data is available for this year.$37.0$0.00$37.0$58.3$40.3$18.0
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$20.9$20.9$32.7$48.7$16.0