Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

990EZ • Fiscal year 2022 • EIN 33-0353551

Jul 01, 2021 to Jun 30, 2022 • Filed on May 15, 2023

15452 Valle Vista DrChino Hills, CA 91709-3871

(909) 591-1239

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

35th percentile

-2.7%

Higher net margin than 35% 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

40th percentile

-3.6%

Faster asset growth than 40% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

91st percentile

206%

Faster revenue growth than 91% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Assets

Down

$11,814

Down $446 (-3.6%) from 2021

Net Assets

Down

$11,814

Down $446 (-3.6%) from 2021

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$16,545

Up $11,138 (+206%) from 2021

Expenses

Up

$16,990

Up $132 (+0.8%) from 2021

Net Income

Up

-$445

Up $11,006 (+96%) from 2021

Historical Trend

Balance Sheet Trend

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

$40K$30K$20K$10K$0Assets 2013: $16,353Net Assets 2013: $16,3532013Assets 2014: $23,757Net Assets 2014: $23,7572014Assets 2015: $8,667Net Assets 2015: $8,6672015Assets 2016: $9,483Net Assets 2016: $9,4832016Assets 2017: $15,917Net Assets 2017: $15,9172017Assets 2018: $23,259Net Assets 2018: $23,2592018Assets 2021: $12,260Net Assets 2021: $12,2602021Assets 2022: $11,814Net Assets 2022: $11,8142022Assets 2023: $36,986Net Assets 2023: $36,9862023Assets 2024: $30,668Net Assets 2024: $30,6682024Assets 2025: $25,217Net Assets 2025: $25,2172025

Highlighted filing

2022

Assets$11,814
Liabilities-
Net Assets$11,814

Operations Trend

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

$100K$50K$0-$50KRevenue 2013: $44,617Expenses 2013: $35,753Net Income 2013: $8,8642013Revenue 2014: $49,792Expenses 2014: $42,388Net Income 2014: $7,4042014Revenue 2015: $35,008Expenses 2015: $50,098Net Income 2015: -$15,0902015Revenue 2016: $36,122Expenses 2016: $35,306Net Income 2016: $8162016Revenue 2017: $40,445Expenses 2017: $34,011Net Income 2017: $6,4342017Revenue 2018: $75,507Expenses 2018: $68,165Net Income 2018: $7,3422018Revenue 2021: $5,407Expenses 2021: $16,858Net Income 2021: -$11,4512021Revenue 2022: $16,545Expenses 2022: $16,990Net Income 2022: -$4452022Revenue 2023: $56,015Expenses 2023: $30,843Net Income 2023: $25,1722023Revenue 2024: $53,796Expenses 2024: $60,115Net Income 2024: -$6,3192024Revenue 2025: $65,714Expenses 2025: $71,579Net Income 2025: -$5,8652025

Highlighted filing

2022

Revenue$16,545
Expenses$16,990
Net Income-$445
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
May 15, 2023
Return Version
2021v4.0
Gross Receipts
$32,013
Mission and Program Overview

Mission

To provide services that enhance student learning.

The oak ridge elementary pta's mission is to enhance the learning experience for the students of the school as well as allow family to be a part of the learning process through sponsoring social activities, field trips, protection for our youth, and recognition of accomplishments by our students. Our job is to work closely with the teachers, giving them the necessary support and also the school staff.

Program Services

DescriptionGrantsExpenses
TO PROMOTE THE LOVE OF LEARNING AND GIVE STUDENTS THE OPPORTUNITIES TO GROW NOT ONLY ACADEMICALLY, BUT SOCIALLY AND HAVE THE FAMILY AND COMMUNITY BE A PART OF THIS GROWTH IN A SAFE, LOVING ATMOSPHERE.-$16,342
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
BRIANNA HOLLEMANPresidentPT$0--
KRISI BERTSCHVice PresidePT$0--
REBECCA WHITETreasurerPT$0--
LIZBETH NEUMANN DE RODRIGUEZSecretaryPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Book Fair$15,518$15,518$15,468$50
Total Events$15,518$15,518$15,468$50
Filing and Contact Details

Filer

Filer Name
Oak Ridge Elementary Pta
EIN
33-0353551
Phone
9095911239
Address
15452 VALLE VISTA DR, CHINO HILLS, CA 91709-3871

Signing Officer

Name
Rebecca White
Title
Treasurer
Signed
2023-05-15

Preparer

Firm
Douglas Wechsler CPA
Address
16050 AUGUSTA DR, CHINO HILLS, CA 91709
Preparer
Douglas Wechsler
Phone
9518331042
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

Father daughter evening cost of goods sold 2,730 mother son evening cost of goods sold 2,440 expenses accelerated reader 1,573 accounting program 209 all pro dads 232 art prep 648 bank charges 30 banners and posters 34 end of year activity 726 flyers 51 grade level fund - 1st 437 grade level fund - 2nd 272 grade level fund - 6th pr 1,072 grade level fund - presch 256 grade level fund 3rd 450 grade level fund 4th 356 grade level fund 5th 336 grade level fund kinderga 378 hospitality 85 ice cream 35 kindness week 136 membership expense 5 misc expense and supplies 146 miscellaneous supplies 783 playground equipment 56 pta insurance & council 258 read-a-thon 1 sbac snacks 258 staff recognition 910 staff startup 700 student assemblies 1,275 veterans day expense 112 total 16,990

Form 990-ez, Part I, Line 20

Adjustment to beg. Cash bal 0

Form 990-ez, Part III

The oak ridge elementary pta's mission is to enhance the learning experience for the students of the school as well as allow family to be a part of the learning process through sponsoring social activities, field trips, protection for our youth, and recognition of accomplishments by our students. Our job is to work closely with the teachers, giving them the necessary support and also the school staff.

Raw XML Appendix154 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/BooksInCareOfDetail/USAddress/CityNm0CHINO HILLS
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3LIZBETH NEUMANN DE RODRIGUEZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt016990
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0THE OAK RIDGE ELEMENTARY PTA'S MISSION IS TO ENHANCE THE LEARNING EXPERIENCE FOR THE STUDENTS OF THE SCHOOL AS WELL AS ALLOW FAMILY TO BE A PART OF THE LEARNING PROCESS THROUGH SPONSORING SOCIAL ACTIVITIES, FIELD TRIPS, PROTECTION FOR OUR YOUTH, AND RECOGNITION OF ACCOMPLISHMENTS BY OUR STUDENTS. OUR JOB IS TO WORK CLOSELY WITH THE TEACHERS, GIVING THEM THE NECESSARY SUPPORT AND ALSO THE SCHOOL STAFF.
IRS990EZ/ProgramServiceRevenueAmt010326
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt016342
IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/SpecialEventsNetIncomeLossAmt04308
IRS990EZ/SubjectToProxyTaxInd0false
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IRS990EZ/TotalExpensesAmt016990
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IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt01911
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt02244
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt01964
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FATHER DAUGHTER EVENING COST OF GOODS SOLD 2,730 MOTHER SON EVENING COST OF GOODS SOLD 2,440 EXPENSES ACCELERATED READER 1,573 ACCOUNTING PROGRAM 209 ALL PRO DADS 232 ART PREP 648 BANK CHARGES 30 BANNERS AND POSTERS 34 END OF YEAR ACTIVITY 726 FLYERS 51 GRADE LEVEL FUND - 1ST 437 GRADE LEVEL FUND - 2ND 272 GRADE LEVEL FUND - 6TH PR 1,072 GRADE LEVEL FUND - PRESCH 256 GRADE LEVEL FUND 3RD 450 GRADE LEVEL FUND 4TH 356 GRADE LEVEL FUND 5TH 336 GRADE LEVEL FUND KINDERGA 378 HOSPITALITY 85 ICE CREAM 35 KINDNESS WEEK 136 MEMBERSHIP EXPENSE 5 MISC EXPENSE AND SUPPLIES 146 MISCELLANEOUS SUPPLIES 783 PLAYGROUND EQUIPMENT 56 PTA INSURANCE & COUNCIL 258 READ-A-THON 1 SBAC SNACKS 258 STAFF RECOGNITION 910 STAFF STARTUP 700 STUDENT ASSEMBLIES 1,275 VETERANS DAY EXPENSE 112 TOTAL 16,990
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ADJUSTMENT TO BEG. CASH BAL 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE OAK RIDGE ELEMENTARY PTA'S MISSION IS TO ENHANCE THE LEARNING EXPERIENCE FOR THE STUDENTS OF THE SCHOOL AS WELL AS ALLOW FAMILY TO BE A PART OF THE LEARNING PROCESS THROUGH SPONSORING SOCIAL ACTIVITIES, FIELD TRIPS, PROTECTION FOR OUR YOUTH, AND RECOGNITION OF ACCOMPLISHMENTS BY OUR STUDENTS. OUR JOB IS TO WORK CLOSELY WITH THE TEACHERS, GIVING THEM THE NECESSARY SUPPORT AND ALSO THE SCHOOL STAFF.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0REBECCA WHITE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0OAK RIDGE ELEMENTARY PTA
ReturnHeader/Filer/BusinessNameControlTxt0OAKR
ReturnHeader/Filer/EIN0330353551
ReturnHeader/Filer/PhoneNum09095911239
ReturnHeader/Filer/USAddress/AddressLine1Txt015452 VALLE VISTA DR
ReturnHeader/Filer/USAddress/CityNm0CHINO HILLS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd0917093871
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DOUGLAS WECHSLER CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt016050 AUGUSTA DR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CHINO HILLS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd091709
ReturnHeader/PreparerPersonGrp/PhoneNum09518331042
ReturnHeader/PreparerPersonGrp/PreparationDt02023-05-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DOUGLAS WECHSLER
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02023-06-07T18:06:19-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0AMY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0GABEL
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

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