Civic Intelligence

Ca Congress of Parents Carl Hankey PTA

EIN 33-0510923 • 501(c)3 • Mission Viejo, CA

Profile

Supports Kindergarten through 8th grade at Carl Hankey Elementary School in Mission Viejo, California.

27252 NublesMission Viejo, CA 92692

carlhankeyptsa.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2025

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2025

Net Margin

24th percentile

-18%

Higher net margin than 24% of similar nonprofits.

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

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

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

Asset Growth

40th percentile

-9.3%

Faster asset growth than 40% of similar nonprofits.

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

Revenue Growth

30th percentile

-25%

Faster revenue growth than 30% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$70,396

Down $7,239 (-9.3%) from 2024

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$70,396

Down $7,239 (-9.3%) from 2024

Operations
Liabilities / RevenueScore unavailableNet Margin24th percentile

Revenue

Down

$39,469

Down $12,979 (-25%) from 2024

Expenses

Up

$46,708

Up $15,323 (+49%) from 2024

Net Income

Down

-$7,239

Down $28,302 (-134%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth40th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$80K$60K$40K$20K$0Assets 2016: $26,445Net Assets 2016: $26,4452016Assets 2017: $0Net Assets 2017: $9,7282017Assets 2018: $50,114Net Assets 2018: $50,1142018Assets 2019: $54,648Net Assets 2019: $54,6482019Assets 2020: $43,103Net Assets 2020: $43,1032020Assets 2022: $51,975Net Assets 2022: $51,9752022Assets 2023: $56,573Net Assets 2023: $56,5732023Assets 2024: $77,635Net Assets 2024: $77,6352024Assets 2025: $70,396Net Assets 2025: $70,3962025

Highlighted filing

2025

Assets$70,396
Liabilities-
Net Assets$70,396
Open 2025 Filing

Operations Trend

Revenue Growth30th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$60K$40K$20K$0-$20KRevenue 2016: $44,674Expenses 2016: $41,666Net Income 2016: $3,0082016Revenue 2017: $53,509Expenses 2017: $43,781Net Income 2017: $9,7282017Revenue 2018: $42,906Expenses 2018: $30,522Net Income 2018: $12,3842018Revenue 2019: $44,142Expenses 2019: $39,608Net Income 2019: $4,5342019Revenue 2020: $45,951Expenses 2020: $57,496Net Income 2020: -$11,5452020Revenue 2022: $48,891Expenses 2022: $26,217Net Income 2022: $22,6742022Revenue 2023: $39,857Expenses 2023: $35,259Net Income 2023: $4,5982023Revenue 2024: $52,448Expenses 2024: $31,385Net Income 2024: $21,0632024Revenue 2025: $39,469Expenses 2025: $46,708Net Income 2025: -$7,2392025

Highlighted filing

2025

Revenue$39,469
Expenses$46,708
Net Income-$7,239
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$70,396
Liabilities
-
Net assets
$70,396
Revenue
$39,469
Expenses
$46,708
Net income
-$7,239
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$70.4$70.4$39.5$46.7$7.24
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$77.6$77.6$52.4$31.4$21.1
2023Detailed filing. Detailed filing data is available for this year.$56.6$56.6$39.9$35.3$4.60
2022Detailed filing. Detailed filing data is available for this year.$52.0$52.0$48.9$26.2$22.7
2020Detailed filing. Detailed filing data is available for this year.$43.1$43.1$46.0$57.5$11.5
2019Detailed filing. Detailed filing data is available for this year.$54.6$54.6$44.1$39.6$4.53
2018Detailed filing. Detailed filing data is available for this year.$50.1$50.1$42.9$30.5$12.4
2017Detailed filing. Detailed filing data is available for this year.$0.00$9.73$53.5$43.8$9.73
2016Detailed filing. Detailed filing data is available for this year.$26.4$26.4$44.7$41.7$3.01
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Oct 1, 2025
Return Version
2024v5.2
Gross Receipts
$49,033
Mission and Program Overview

Mission

Supports kindergarten through 8th grade at carl hankey elementary school in mission viejo, california.

Information, Advocacy, Educational Enrichment

Program Services

DescriptionGrantsExpenses
Student Programs Funding-$22,622
School Improvement Programs Funding-$7,858
Teacher/Staff Programs Funding-$2,641
Family Programs Funding-$2,541
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jeanna EmmonsPresidentPT$0--
Flor Rios See Schedule OParliamentarian-$0--
Nora EastmanSecretary/Reflections-$0--
Michelle GooldTreasurer-$0--
Lacey MarberryFinancial Reviewer-$0--
Agnes EricksonMembership-$0--
Yuko DelavanHealth Safety/Red Ribon-$0--
Ashley MillerFundraising/Ways Means-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Hankey Hop$15,163$15,163$630$14,533
Book Fair$2,329$2,329$3,212$-883
Total Events$17,492$17,492$8,514$8,978
Filing and Contact Details

Filer

Filer Name
Carl Hankey PTSA California Congress
EIN
33-0510923
In Care Of
% Agnes Erickson
Phone
9492345315
Address
27252 Nubles, Mission Viejo, CA 92692

Signing Officer

Name
Agnes Erickson
Title
Treasurer
Phone
9492345315
Signed
2025-10-01
Discuss with paid preparer
Yes

Preparer

Preparer
Elizabeth A Weber CPA
Phone
9492909333
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part III, Line 31

“Family Programs Funding Grants and allocations 0, Program service expenses 2,541”

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

“Fundraising 1,797”

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

“Student Programs Funding 22,622”

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

“Teacher/Staff Programs Funding 2,541”

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

“School Improvement Programs Funding 7,858”

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

“Family and Parent Education Programs Funding 2,641”

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

“PTSA Administrative Expenses 2,625”

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

“Subtraction of Non-Cash Donations, needed to balance 5,315”

Form 990-EZ, Part IV, Line E

“Board of Directors Parliamentarian is also a part-time employee of the school district Capistrano Unified School District”

Raw XML Appendix210 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/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Jeanna Emmons
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Flor Rios See Schedule O
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Nora Eastman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Michelle Goold
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Lacey Marberry
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Agnes Erickson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Yuko Delavan
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Ashley Miller
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Parliamentarian
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary/Reflections
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Financial Reviewer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Membership
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Health Safety/Red Ribon
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Fundraising/Ways Means
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt045399
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Information, Advocacy, Educational Enrichment
IRS990EZ/PrintingPublicationsPostageAmt0844
IRS990EZ/ProgramServiceRevenueAmt04274
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2School Improvement Programs Funding
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3Family Programs Funding
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt022622
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt12641
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt27858
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt32541
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt08514
IRS990EZ/SpecialEventsNetIncomeLossAmt08978
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TotalExpensesAmt046708
IRS990EZ/TotalProgramServiceExpensesAmt035662
IRS990EZ/TotalRevenueAmt039469
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0carlhankeyptsa.org
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt026091
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt027879
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt015075
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt018608
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt08795
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt096448
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt03
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt063
IRS990ScheduleA/InvestmentIncomeCYPct00.00030
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IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
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IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt02209
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Hankey Hop
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Book Fair
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt02012
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt02012
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Family Programs Funding Grants and allocations 0, Program service expenses 2,541
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Fundraising 1,797
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Teacher/Staff Programs Funding 2,541
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Family and Parent Education Programs Funding 2,641
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6PTSA Administrative Expenses 2,625
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990-EZ, Part I, Line 16, Other Expenses
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 IV, Line e
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Agnes Erickson
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum09492345315
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-10-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Carl Hankey PTSA California Congress
ReturnHeader/Filer/BusinessNameControlTxt0CARL
ReturnHeader/Filer/EIN0330510923
ReturnHeader/Filer/InCareOfNm0% Agnes Erickson
ReturnHeader/Filer/PhoneNum09492345315
ReturnHeader/Filer/USAddress/AddressLine1Txt027252 Nubles
ReturnHeader/Filer/USAddress/CityNm0Mission Viejo
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092692
ReturnHeader/PreparerPersonGrp/PhoneNum09492909333
ReturnHeader/PreparerPersonGrp/PreparationDt02025-10-01
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Elizabeth A Weber CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-10-01T06:29:01-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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