Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

990EZ • Fiscal year 2021 • EIN 33-0479508

Jul 01, 2020 to Jun 30, 2021 • Filed on Oct 28, 2021

25 San CarloIrvine, CA 92614

(949) 936-6400

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 2021

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2021

Net Margin

59th percentile

15%

Higher net margin than 59% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

55th percentile

9.6%

Faster asset growth than 55% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

17th percentile

-49%

Faster revenue growth than 17% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Assets

Up

$87,335

Up $7,653 (+9.6%) from 2020

Net Assets

Up

$87,335

Up $7,653 (+9.6%) from 2020

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$49,831

Down $47,582 (-49%) from 2020

Expenses

Down

$42,178

Down $12,322 (-23%) from 2020

Net Income

Down

$7,653

Down $35,260 (-82%) from 2020

Historical Trend

Balance Sheet Trend

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

$100K$50K$0Assets 2016: $24,910Net Assets 2016: $24,9102016Assets 2017: $40,815Net Assets 2017: $40,8152017Assets 2018: $56,705Net Assets 2018: $56,7052018Assets 2019: $36,769Net Assets 2019: $36,7692019Assets 2020: $79,682Net Assets 2020: $79,6822020Assets 2021: $87,335Net Assets 2021: $87,3352021Assets 2022: $57,354Net Assets 2022: $57,3542022Assets 2023: $25,832Net Assets 2023: $25,8322023Assets 2025: $53,453Net Assets 2025: $53,4532025

Highlighted filing

2021

Assets$87,335
Liabilities-
Net Assets$87,335

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2016: $124,146Expenses 2016: $119,303Net Income 2016: $4,8432016Revenue 2017: $139,617Expenses 2017: $123,712Net Income 2017: $15,9052017Revenue 2018: $112,690Expenses 2018: $80,041Net Income 2018: $32,6492018Revenue 2019: $111,218Expenses 2019: $132,384Net Income 2019: -$21,1662019Revenue 2020: $97,413Expenses 2020: $54,500Net Income 2020: $42,9132020Revenue 2021: $49,831Expenses 2021: $42,178Net Income 2021: $7,6532021Revenue 2022: $86,462Expenses 2022: $116,443Net Income 2022: -$29,9812022Revenue 2023: $108,217Expenses 2023: $139,739Net Income 2023: -$31,5222023Revenue 2025: $96,096Expenses 2025: $72,307Net Income 2025: $23,7892025

Highlighted filing

2021

Revenue$49,831
Expenses$42,178
Net Income$7,653
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Oct 28, 2021
Return Version
2020v4.1
Gross Receipts
$85,462
Mission and Program Overview

Mission

To assist in the education of Westpark Elementary school students

Program Services

DescriptionGrantsExpenses
Educational Assemblies-$12,485
Charitable contributions-$8,785
Teacher appreciation-$8,204
Back to School Picnic-$6,788
School play-$1,484
6th grade promotion-$864
Membership pass thru-$852
Guys Night and Mother Daughter Tea-$465
Dare-$100
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jodie HoffmanPresPT$0--
Jill WallaceExecu VP-$0--
Belinda WangAuditor-$0--
Beth HammannVP-$0--
Kellu ColtmanSecretary-$0--
Bryn MathisonTreasurer-$0--
Shannon VineyFinancial Secretary-$0--
Tereasa DoanParliamentarian-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Apex fun run$59,184$59,184$27,112$32,072
Misx fundraisers$1,250$1,250$1,102$148
Total Events$80,342$80,342$35,631$44,711
Filing and Contact Details

Filer

Filer Name
Westpark PTA
EIN
33-0479508
Phone
9499366400
Address
25 San Carlo, Irvine, CA 92614

Signing Officer

Name
Bryn Mathison
Title
Treasurer
Signed
2021-10-28
Discuss with paid preparer
No

Preparer

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

Additional Explanations

Form 990-EZ, Part III, Line 31

Charitable contributions Grants and allocations 0, Program service expenses 8,785

Form 990-EZ, Part III, Line 31

Guys Night and Mother Daughter Tea Grants and allocations 0, Program service expenses 465

Form 990-EZ, Part III, Line 31

Dare Grants and allocations 0, Program service expenses 100

Form 990-EZ, Part III, Line 31

Teacher appreciation Grants and allocations 0, Program service expenses 8,204

Form 990-EZ, Part III, Line 31

Membership pass thru Grants and allocations 0, Program service expenses 852

Form 990-EZ, Part III, Line 31

School play Grants and allocations 0, Program service expenses 1,484

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

Interest 27

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

Program expenses 40,027

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

insurances 258

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

Fees 50

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

Credit card fees 641

Raw XML Appendix201 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
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Irvine
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092614
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt079682
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IRS990EZ/ExcessOrDeficitForYearAmt07653
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0945
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
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IRS990EZ/FundraisingGrossIncomeAmt080342
IRS990EZ/GrossReceiptsAmt085462
IRS990EZ/GroupExemptionNum00646
IRS990EZ/InfoInScheduleOPartIIIInd0X
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IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt03135
IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0005.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt4002.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt5002.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt6002.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt7001.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Jodie Hoffman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Jill Wallace
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Belinda Wang
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Beth Hammann
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Kellu Coltman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Bryn Mathison
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Shannon Viney
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Tereasa Doan
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Pres
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Execu VP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Auditor
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3vp
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6financial secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Parliamentarian
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt041003
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0To assist in the education of Westpark Elementary school students
IRS990EZ/PrintingPublicationsPostageAmt0230
IRS990EZ/ProgramServiceRevenueAmt01985
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Back to School Picnic
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt16th grade promotion
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Educational Assemblies
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3Charitable contributions
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt4Guys Night and Mother Daughter Tea
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt5Dare
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt6Teacher appreciation
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt7Membership pass thru
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt8School play
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt06788
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt1864
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt212485
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt38785
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt4465
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt5100
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt68204
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt7852
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt81484
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt035631
IRS990EZ/SpecialEventsNetIncomeLossAmt044711
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TotalExpensesAmt042178
IRS990EZ/TotalProgramServiceExpensesAmt040027
IRS990EZ/TotalRevenueAmt049831
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0n/a
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt036941
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt036941
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.00000
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt036941
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt036941
IRS990ScheduleA/Total509Grp/TotalAmt036941
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt036941
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt036941
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt035631
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Apex fun run
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Misx fundraisers
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt059184
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt01250
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt019908
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt080342
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt059184
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt01250
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt019908
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt080342
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt044711
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt07417
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt035631
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt027112
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt01102
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt05
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Charitable contributions Grants and allocations 0, Program service expenses 8,785
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Guys Night and Mother Daughter Tea Grants and allocations 0, Program service expenses 465
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Dare Grants and allocations 0, Program service expenses 100
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Teacher appreciation Grants and allocations 0, Program service expenses 8,204
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Membership pass thru Grants and allocations 0, Program service expenses 852
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5School play Grants and allocations 0, Program service expenses 1,484
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Interest 27
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Program expenses 40,027
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8insurances 258
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Fees 50
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Credit card fees 641
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part III, Line 31
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part III, Line 31
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part III, Line 31
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990-EZ, Part III, Line 31
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990-EZ, Part III, Line 31
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990-EZ, Part III, Line 31
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990-EZ, Part I, Line 16, Other Expenses
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0Bryn Mathison
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-10-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Westpark PTA
ReturnHeader/Filer/BusinessNameControlTxt0WEST
ReturnHeader/Filer/EIN0330479508
ReturnHeader/Filer/PhoneNum09499366400
ReturnHeader/Filer/USAddress/AddressLine1Txt025 San Carlo
ReturnHeader/Filer/USAddress/CityNm0Irvine
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092614
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BID Systems Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02865 E Coast Hwy 360
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Crn Del Mar
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092625
ReturnHeader/PreparerPersonGrp/PhoneNum09496752337
ReturnHeader/PreparerPersonGrp/PreparationDt02021-10-28
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Cathy M Palmer
ReturnHeader/ReturnTs02021-10-28T12:50:27-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Jodie
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Hoffman
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

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