Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

990EZ • Fiscal year 2024 • EIN 33-0353551

Jul 01, 2023 to Jun 30, 2024 • Filed on Aug 12, 2024

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 2024

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2024

Net Margin

25th percentile

-12%

Higher net margin than 25% 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

26th percentile

-17%

Faster asset growth than 26% of similar nonprofits.

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

Revenue Growth

41st percentile

-4.0%

Faster revenue growth than 41% of similar nonprofits.

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

Assets

Down

$30,668

Down $6,318 (-17%) from 2023

Net Assets

Down

$30,668

Down $6,318 (-17%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$53,796

Down $2,219 (-4.0%) from 2023

Expenses

Up

$60,115

Up $29,272 (+95%) from 2023

Net Income

Down

-$6,319

Down $31,491 (-125%) from 2023

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

2024

Assets$30,668
Liabilities-
Net Assets$30,668

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

2024

Revenue$53,796
Expenses$60,115
Net Income-$6,319
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Aug 12, 2024
Return Version
2023v5.0
Gross Receipts
$63,548
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.-$58,224
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
KIMBERLY LUZWICKPresidentPT$0--
ANJU CHERIANVice PresidePT$0--
DAVID FLORESTreasurerPT$0--
ERIN KURBECSecretaryPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fall Fun Run$26,308$26,308$2,164$24,144
Book Fair$7,212$7,212$7,341$-129
Total Events$33,520$33,520$9,505$24,015
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
Kimberly Luzwick
Title
President
Signed
2024-08-12

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

Knotts berry farm cost of goods sold 3,490 school dances- boys & girls cost of goods sold 5,740 class parties cost of goods sold 7,476 spirit wear cost of goods sold 8,854 yearbook sales cost of goods sold 381 expenses accelerated reader 7,569 grade level special expen 5,385 field trips 4,008 previous year expense 3,704 art prep 1,795 staff luncheons 1,531 front office expense 1,375 teacher startup fund 1,293 teacher welcome basket 1,017 accounting 950 assembly 875 volunteer luncheon 592 veterans day expense 556 testing snacks 474 cheddar up 360 membership drive 337 all pro dad 303 first week of school 296 insurance 282 pancake breakfast 268 red ribbon week 221 office expense 200 paw print store 150 school beautification 146 unexpected costs 89 schoolwide treats 85 dad's on duty 82 principal for the day 52 attorney general 50 pumpkin decorating 45 taxes 42 bank charges 30 fun day friday 12 total 60,115

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.

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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/TitleTxt3SECRETARY
IRS990EZ/OperateHospitalInd0false
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IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt060115
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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/ProgramServiceRevenueAmt025224
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt058224
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IRS990EZ/SpecialEventsNetIncomeLossAmt027409
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0KNOTTS BERRY FARM COST OF GOODS SOLD 3,490 SCHOOL DANCES- BOYS & GIRLS COST OF GOODS SOLD 5,740 CLASS PARTIES COST OF GOODS SOLD 7,476 SPIRIT WEAR COST OF GOODS SOLD 8,854 YEARBOOK SALES COST OF GOODS SOLD 381 EXPENSES ACCELERATED READER 7,569 GRADE LEVEL SPECIAL EXPEN 5,385 FIELD TRIPS 4,008 PREVIOUS YEAR EXPENSE 3,704 ART PREP 1,795 STAFF LUNCHEONS 1,531 FRONT OFFICE EXPENSE 1,375 TEACHER STARTUP FUND 1,293 TEACHER WELCOME BASKET 1,017 ACCOUNTING 950 ASSEMBLY 875 VOLUNTEER LUNCHEON 592 VETERANS DAY EXPENSE 556 TESTING SNACKS 474 CHEDDAR UP 360 MEMBERSHIP DRIVE 337 ALL PRO DAD 303 FIRST WEEK OF SCHOOL 296 INSURANCE 282 PANCAKE BREAKFAST 268 RED RIBBON WEEK 221 OFFICE EXPENSE 200 PAW PRINT STORE 150 SCHOOL BEAUTIFICATION 146 UNEXPECTED COSTS 89 SCHOOLWIDE TREATS 85 DAD'S ON DUTY 82 PRINCIPAL FOR THE DAY 52 ATTORNEY GENERAL 50 PUMPKIN DECORATING 45 TAXES 42 BANK CHARGES 30 FUN DAY FRIDAY 12 TOTAL 60,115
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE 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 III
ReturnHeader/BuildTS02024-08-08 14:25:15Z
ReturnHeader/BusinessOfficerGrp/PersonNm0KIMBERLY LUZWICK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-08-12
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
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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/PreparationDt02024-08-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DOUGLAS WECHSLER
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02024-08-24T09:42:27-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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