Civic Intelligence

PTA Ca Congress of Parents and Teachers Greentree Elementary PTA

EIN 33-0306038 • 501(c)3 • Irvine, CA

Profile

To fund educational programs for the students and staff

4200 ManzanitaIrvine, CA 92604

n/a

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2025

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2025

Net Margin

49th percentile

1.2%

Higher net margin than 49% 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

59th percentile

2.6%

Faster asset growth than 59% of similar nonprofits.

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

Revenue Growth

34th percentile

-20%

Faster revenue growth than 34% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$14,477

Up $366 (+2.6%) from 2024

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Up

$14,477

Up $366 (+2.6%) from 2024

Operations
Liabilities / RevenueScore unavailableNet Margin49th percentile

Revenue

Down

$30,958

Down $7,803 (-20%) from 2024

Expenses

Down

$30,592

Down $5,728 (-16%) from 2024

Net Income

Down

$366

Down $2,075 (-85%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth59th percentile

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

$30K$20K$10K$0Assets 2019: $26,948Liabilities 2019: $0Net Assets 2019: $26,9482019Assets 2020: $6,431Liabilities 2020: $0Net Assets 2020: $6,4312020Assets 2021: $12,588Net Assets 2021: $12,5882021Assets 2022: $21,251Net Assets 2022: $21,2512022Assets 2023: $11,670Net Assets 2023: $11,6702023Assets 2024: $14,111Net Assets 2024: $14,1112024Assets 2025: $14,477Net Assets 2025: $14,4772025

Highlighted filing

2025

Assets$14,477
Liabilities-
Net Assets$14,477
Open 2025 Filing

Operations Trend

Revenue Growth34th percentile

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

$100K$50K$0-$50KRevenue 2019: $62,221Expenses 2019: $53,489Net Income 2019: $8,7322019Revenue 2020: $20,999Expenses 2020: $41,516Net Income 2020: -$20,5172020Revenue 2021: $28,611Expenses 2021: $22,454Net Income 2021: $6,1572021Revenue 2022: $36,190Expenses 2022: $27,527Net Income 2022: $8,6632022Revenue 2023: $32,571Expenses 2023: $42,152Net Income 2023: -$9,5812023Revenue 2024: $38,761Expenses 2024: $36,320Net Income 2024: $2,4412024Revenue 2025: $30,958Expenses 2025: $30,592Net Income 2025: $3662025

Highlighted filing

2025

Revenue$30,958
Expenses$30,592
Net Income$366
Open 2025 Filing

Filings

Most recent year

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

Open filing
Assets
$14,477
Liabilities
-
Net assets
$14,477
Revenue
$30,958
Expenses
$30,592
Net income
$366
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$14.5$14.5$31.0$30.6$0.37
2024Detailed filing. Detailed filing data is available for this year.$14.1$14.1$38.8$36.3$2.44
2023Detailed filing. Detailed filing data is available for this year.$11.7$11.7$32.6$42.2$9.58
2022Detailed filing. Detailed filing data is available for this year.$21.3$21.3$36.2$27.5$8.66
2021Detailed filing. Detailed filing data is available for this year.$12.6$12.6$28.6$22.5$6.16
2020Detailed filing. Detailed filing data is available for this year.$6.43$0.00$6.43$21.0$41.5$20.5
2019Detailed filing. Detailed filing data is available for this year.$26.9$0.00$26.9$62.2$53.5$8.73
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Nov 12, 2025
Return Version
2024v5.2
Gross Receipts
$68,371
Mission and Program Overview

Mission

To fund educational programs for the students and staff

Program Services

DescriptionGrantsExpenses
Enrichment-$18,406
Teachers fund-$8,098
Hospitality-$1,032
Misc programs--
6th grade promotion--
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Ana Marie StewartTreasurer-$0--
Donna ThompsonVP Programs-$0--
Jack YuanFinan Secretary-$0--
Christopher TuckerParliamentarian-$0--
Tara JohnsonPresident-$0--
Sara Atondo RamorezSecretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Jog a thon$41,545$41,545$14,854$26,691
Earn n learn$1,000$1,000-$1,000
Total Events$61,091$61,091$37,413$23,678
Filing and Contact Details

Filer

Filer Name
PTA Ca congress of parents and teachers Greentree Elementary PTA
EIN
33-0306038
Address
4200 Manzanita, Irvine, CA 92604

Signing Officer

Name
Donna Thompson
Title
VP Programs
Signed
2025-11-12
Discuss with paid preparer
Yes

Preparer

Firm
BID Systems Inc
Address
2865 E Coast Hwy Suite 360, Crn Del Mar, CA 92625
Preparer
Cathy M Palmer
Phone
9496752337
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part III, Line 31

“Enrichment Grants and allocations 0, Program service expenses 18,406”

Form 990-EZ, Part III, Line 31

“Hospitality Grants and allocations 0, Program service expenses 1,032”

Form 990-EZ, Part I, Line 16, Other Expenses

“Fundraising 228”

Form 990-EZ, Part I, Line 16, Other Expenses

“Supplies 2,480”

Form 990-EZ, Part I, Line 16, Other Expenses

“insurance 288”

Form 990-EZ, Part I, Line 16, Other Expenses

“Program expense 27,536”

Form 990-EZ, Part I, Line 16, Other Expenses

“dues/pubs 60”

Raw XML Appendix195 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/OfficerDirectorTrusteeEmplGrp/PersonNm0Ana Marie Stewart
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Jack Yuan
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4President
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IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt030592
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0To fund educational programs for the students and staff
IRS990EZ/ProgramServiceRevenueAmt01843
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Teachers fund
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt4Hospitality
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt08098
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt21032
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
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IRS990EZ/SpecialEventsDirectExpensesAmt037413
IRS990EZ/SpecialEventsNetIncomeLossAmt023678
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedUnderIRC4911Amt00
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IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0n/a
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt07270
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt04722
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt03023
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt08806
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IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
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IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
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IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Enrichment Grants and allocations 0, Program service expenses 18,406
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Hospitality Grants and allocations 0, Program service expenses 1,032
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Fundraising 228
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Supplies 2,480
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4insurance 288
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Program expense 27,536
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990-EZ, Part I, Line 16, Other Expenses
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Donna Thompson
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VP Programs
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA Ca congress of parents and teachers Greentree Elementary PTA
ReturnHeader/Filer/BusinessNameControlTxt0PTAC
ReturnHeader/Filer/EIN0330306038
ReturnHeader/Filer/USAddress/AddressLine1Txt04200 Manzanita
ReturnHeader/Filer/USAddress/CityNm0Irvine
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092604
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0203088963
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BID Systems Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02865 E Coast Hwy Suite 360
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Crn Del Mar
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092625
ReturnHeader/PreparerPersonGrp/PhoneNum09496752337
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Cathy M Palmer
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-11-12T08:14:08-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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