Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

990EZ • Fiscal year 2022 • EIN 33-0225462

Jul 01, 2021 to Jun 30, 2022 • 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 2022

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2022

Net Margin

34th percentile

-3.1%

Higher net margin than 34% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

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.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

21st percentile

-22%

Faster asset growth than 21% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2022

Revenue Growth

21st percentile

-25%

Faster revenue growth than 21% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2022

Assets

Down

$16,671

Down $10,660 (-39%) from 2020

Net Assets

Down

$16,671

Down $10,660 (-39%) from 2020

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$14,751

Down $11,326 (-43%) from 2020

Expenses

Down

$15,208

Down $10,637 (-41%) from 2020

Net Income

Down

-$457

Down $689 (-297%) from 2020

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

2022

Assets$16,671
Liabilities-
Net Assets$16,671

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

2022

Revenue$14,751
Expenses$15,208
Net Income-$457
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Jan 25, 2024
Return Version
2021v4.1
Gross Receipts
$52,334
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.-$15,208
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
BARBARA FERNANDEZPresidentPT$0--
CHRISTEN JACKSONTreasurerPT$0--
JENNIFER MILLERSecretaryPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Senior Class Fundraisers$32,719$32,719$29,650$3,069
General Fundraisers$11,114$11,114$2,251$8,863
Total Events$51,867$51,867$37,583$14,284
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
President
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

PROGRAM SUPPORT $5341

Other Expenses.2

TECHNOLOGY SUPPORT $3624

Other Expenses.3

ASSEMBLIES $3573

Other Expenses.4

STAFF APPRECIATION $933

Other Expenses.5

Administrative expenses $638

Other Expenses.6

AWARDS $478

Other Expenses.7

CONVENTON EXPENSES $264

Other Expenses.8

INSURANCE $258

Other Expenses.9

ACCOUNTING $99

Raw XML Appendix189 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/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt032719
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PROGRAM SUPPORT $5341
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1TECHNOLOGY SUPPORT $3624
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ASSEMBLIES $3573
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3STAFF APPRECIATION $933
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ADMINISTRATIVE EXPENSES $638
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5AWARDS $478
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6CONVENTON EXPENSES $264
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7INSURANCE $258
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8ACCOUNTING $99
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.9
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ReturnHeader/BusinessOfficerGrp/SignatureDt02024-01-25
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ReturnHeader/Filer/EIN0330225462
ReturnHeader/Filer/PhoneNum09499228910
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Los Alamitos
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ReturnHeader/PreparerPersonGrp/PhoneNum07148219690
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEVEN FIFIELD CPA
ReturnHeader/ReturnTs02024-01-25T15:17:23-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0BARBARA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0FERNANDEZ
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

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Filings