Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

990EZ • Fiscal year 2023 • EIN 33-0353551

Jul 01, 2022 to Jun 30, 2023 • Filed on Mar 27, 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 2023

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2023

Net Margin

89th percentile

45%

Higher net margin than 89% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

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.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

96th percentile

213%

Faster asset growth than 96% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

96th percentile

239%

Faster revenue growth than 96% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Assets

Up

$36,986

Up $25,172 (+213%) from 2022

Net Assets

Up

$36,986

Up $25,172 (+213%) from 2022

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$56,015

Up $39,470 (+239%) from 2022

Expenses

Up

$30,843

Up $13,853 (+82%) from 2022

Net Income

Up

$25,172

Up $25,617 (+5757%) from 2022

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

2023

Assets$36,986
Liabilities-
Net Assets$36,986

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

2023

Revenue$56,015
Expenses$30,843
Net Income$25,172
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Mar 27, 2023
Return Version
2022v5.0
Gross Receipts
$71,362
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.-$28,836
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAHLIA VOTHPresidentPT$0--
ANGIE JARMANVice PresidePT$0--
CHRISTINA H DISERIOTreasurerPT$0--
DIANA BALLARDSecretaryPT$0--
ANGELA PENAFLORFinancial SePT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fall Fun Run$37,223$37,223-$37,223
Book Fair$15,151$15,151$15,138$13
Total Events$52,374$52,374$15,138$37,236
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
Angela Penaflor
Title
Financial Secretary
Signed
2023-03-27

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 787 school dances- boys & girls cost of goods sold 6,851 holiday boutique cost of goods sold 165 skate express cost of goods sold 598 expenses accelerated reader 7,271 art prep 943 assembly 900 bank charges 10 field trip - kindergarten 670 field trips 5th grade 405 golf tournament 126 grade level fund - 2nd 537 grade level fund - 6th pr 272 grade level fund 3rd 626 grade level fund 5th 24 grade level funds - 1st 605 hospitality 192 insurance 272 office expense 408 pizza lunch 607 pta membership winner par 69 red ribbon week 497 room parent 173 school beautification 297 special events - grade le 1,395 staff luncheons 1,507 student activities 81 tax preparation 1,225 teacher appreciation 13 teacher startup fund 600 veterans day expense 580 volunteer luncheon 1,094 yearbook 1,020 reconciling difference 23 total 30,843

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 Appendix159 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0ANGELA PENAFLOR
IRS990EZ/BooksInCareOfDetail/PhoneNum09095911239
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt03600 VALLE VISTA DR
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0CHINO HILLS
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd091709
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt011814
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt036986
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt02260
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt025172
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt011814
IRS990EZ/Form990TotalAssetsGrp/EOYAmt036986
IRS990EZ/FundraisingGrossIncomeAmt054018
IRS990EZ/GrossReceiptsAmt071362
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt060
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt011814
IRS990EZ/NetAssetsOrFundBalancesEOYAmt036986
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt011814
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt036986
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt210.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt310.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt410.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0DAHLIA VOTH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ANGIE JARMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2CHRISTINA H DISERIO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3DIANA BALLARD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4ANGELA PENAFLOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4FINANCIAL SE
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt030843
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/ProgramServiceRevenueAmt015024
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO 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.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt028836
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt015347
IRS990EZ/SpecialEventsNetIncomeLossAmt038671
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt030843
IRS990EZ/TotalProgramServiceExpensesAmt028836
IRS990EZ/TotalRevenueAmt056015
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt02260
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt01911
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt02244
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt01964
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt01047
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt09426
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt02
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt02
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt069102
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt030102
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt03163
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt059817
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt094995
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0257179
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt02
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt02
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0266605
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt071362
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt032013
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt05407
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt061781
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt096042
IRS990ScheduleA/Total509Grp/TotalAmt0266605
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt071362
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt032013
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt05407
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt061781
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt096044
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0266607
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt015138
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0FALL FUN RUN
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0BOOK FAIR
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt037223
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt015151
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt052374
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt037223
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt015151
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt052374
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt037236
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt015138
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt015138
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0KNOTTS BERRY FARM COST OF GOODS SOLD 787 SCHOOL DANCES- BOYS & GIRLS COST OF GOODS SOLD 6,851 HOLIDAY BOUTIQUE COST OF GOODS SOLD 165 SKATE EXPRESS COST OF GOODS SOLD 598 EXPENSES ACCELERATED READER 7,271 ART PREP 943 ASSEMBLY 900 BANK CHARGES 10 FIELD TRIP - KINDERGARTEN 670 FIELD TRIPS 5TH GRADE 405 GOLF TOURNAMENT 126 GRADE LEVEL FUND - 2ND 537 GRADE LEVEL FUND - 6TH PR 272 GRADE LEVEL FUND 3RD 626 GRADE LEVEL FUND 5TH 24 GRADE LEVEL FUNDS - 1ST 605 HOSPITALITY 192 INSURANCE 272 OFFICE EXPENSE 408 PIZZA LUNCH 607 PTA MEMBERSHIP WINNER PAR 69 RED RIBBON WEEK 497 ROOM PARENT 173 SCHOOL BEAUTIFICATION 297 SPECIAL EVENTS - GRADE LE 1,395 STAFF LUNCHEONS 1,507 STUDENT ACTIVITIES 81 TAX PREPARATION 1,225 TEACHER APPRECIATION 13 TEACHER STARTUP FUND 600 VETERANS DAY EXPENSE 580 VOLUNTEER LUNCHEON 1,094 YEARBOOK 1,020 RECONCILING DIFFERENCE 23 TOTAL 30,843
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/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0ANGELA PENAFLOR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0FINANCIAL SECRETARY
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-03-27
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/IRSResponsiblePrtyInfoCurrInd0false
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/PreparationDt02024-03-27
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DOUGLAS WECHSLER
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02024-04-06T10:29:54-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ANGELA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0PENAFLOR
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings