Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

990EZ • Fiscal year 2025 • EIN 33-0353551

Jul 01, 2024 to Jun 30, 2025 • Filed on Aug 15, 2025

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 2025

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2025

Net Margin

27th percentile

-8.9%

Higher net margin than 27% of similar nonprofits.

2025 filings • 501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

82nd percentile

$0

Higher top officer pay than 82% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2025 filings • 501(c)3 • <$500k nonprofits • Source year 2025

Asset Growth

23rd percentile

-18%

Faster asset growth than 23% of similar nonprofits.

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

Revenue Growth

73rd percentile

22%

Faster revenue growth than 73% of similar nonprofits.

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

Assets

Down

$25,217

Down $5,451 (-18%) from 2024

Net Assets

Down

$25,217

Down $5,451 (-18%) from 2024

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$65,714

Up $11,918 (+22%) from 2024

Expenses

Up

$71,579

Up $11,464 (+19%) from 2024

Net Income

Up

-$5,865

Up $454 (+7.2%) from 2024

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

2025

Assets$25,217
Liabilities-
Net Assets$25,217

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

2025

Revenue$65,714
Expenses$71,579
Net Income-$5,865
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Aug 15, 2025
Return Version
2024v5.0
Gross Receipts
$79,865
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.-$69,476
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ALAN LOPEZPresidentPT$0--
KIM LUZWICKTreasurerPT$0--
SARA KENNEDYSecretaryPT$0--
MICHELLE DEVOREFinancial SePT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fall Fun Run$27,979$27,979$300$27,679
Book Fair$13,618$13,618$13,410$208
Total Events$41,597$41,597$13,710$27,887
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
Michelle Devore
Title
Financial Secretary
Signed
2025-08-15

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 8

Winter christmas wrap 2,074 other revenue 278 total 2,352

Form 990-ez, Part I, Line 16

Knotts berry farm cost of goods sold 4,272 school dances- boys & girls cost of goods sold 5,550 spirit wear cost of goods sold 3,964 yearbook sales cost of goods sold 250 opportunity baskets cost of goods sold 541 spring carnival cost of goods sold 5,304 trunk or truck cost of goods sold 934 expenses accelerated reader 8,428 art prep 2,490 assembly 895 attorney general 50 bank charges 53 banner 685 cash box advance 375 cheddar up 360 class parties 7,603 cpa audit and tax prep 1,425 field trips 13,387 front office expense 1,500 fun day friday 13 grade level funds 5,853 health office 84 hospitality 1,084 insurance 288 meeting snacks 280 membership drive 128 office expense 159 pancake breakfast 300 principal for the day 44 pumpkin decorating 57 read accross america 87 schoolwide treats 406 staff luncheons 1,600 teacher appreciation 360 teacher startup fund 1,389 testing snacks 473 veterans day expense 908 total 71,579

Form 990-ez, Part I, Line 20

Adjustment to beginning cash 414

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/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt069476
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0WINTER CHRISTMAS WRAP 2,074 OTHER REVENUE 278 TOTAL 2,352
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1KNOTTS BERRY FARM COST OF GOODS SOLD 4,272 SCHOOL DANCES- BOYS & GIRLS COST OF GOODS SOLD 5,550 SPIRIT WEAR COST OF GOODS SOLD 3,964 YEARBOOK SALES COST OF GOODS SOLD 250 OPPORTUNITY BASKETS COST OF GOODS SOLD 541 SPRING CARNIVAL COST OF GOODS SOLD 5,304 TRUNK OR TRUCK COST OF GOODS SOLD 934 EXPENSES ACCELERATED READER 8,428 ART PREP 2,490 ASSEMBLY 895 ATTORNEY GENERAL 50 BANK CHARGES 53 BANNER 685 CASH BOX ADVANCE 375 CHEDDAR UP 360 CLASS PARTIES 7,603 CPA AUDIT AND TAX PREP 1,425 FIELD TRIPS 13,387 FRONT OFFICE EXPENSE 1,500 FUN DAY FRIDAY 13 GRADE LEVEL FUNDS 5,853 HEALTH OFFICE 84 HOSPITALITY 1,084 INSURANCE 288 MEETING SNACKS 280 MEMBERSHIP DRIVE 128 OFFICE EXPENSE 159 PANCAKE BREAKFAST 300 PRINCIPAL FOR THE DAY 44 PUMPKIN DECORATING 57 READ ACCROSS AMERICA 87 SCHOOLWIDE TREATS 406 STAFF LUNCHEONS 1,600 TEACHER APPRECIATION 360 TEACHER STARTUP FUND 1,389 TESTING SNACKS 473 VETERANS DAY EXPENSE 908 TOTAL 71,579
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ADJUSTMENT TO BEGINNING CASH 414
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE 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 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0MICHELLE DEVORE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0FINANCIAL SECRETARY
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-08-15
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/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/PreparationDt02025-08-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DOUGLAS WECHSLER
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-09-09T16:00:50-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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