Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

990EZ • Fiscal year 2018 • EIN 33-0716780

Jul 01, 2017 to Jun 30, 2018 • Filed on Nov 10, 2018

200 Nada StLA Habra, CA 90631

(562) 902-4219

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 2018

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2018

Net Margin

50th percentile

3.4%

Higher net margin than 50% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2018

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2018

Assets

$47,731

No earlier filing loaded for comparison.

Net Assets

$47,731

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue

$53,424

No earlier filing loaded for comparison.

Expenses

$51,612

No earlier filing loaded for comparison.

Net Income

$1,812

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$60K$40K$20K$0Assets 2018: $47,731Net Assets 2018: $47,7312018Assets 2019: $47,926Net Assets 2019: $47,9262019Assets 2020: $41,575Net Assets 2020: $41,5752020Assets 2021: $45,779Net Assets 2021: $45,7792021Assets 2022: $51,068Net Assets 2022: $51,0682022Assets 2023: $45,194Net Assets 2023: $45,1942023Assets 2024: $38,539Net Assets 2024: $38,5392024Assets 2025: $32,233Net Assets 2025: $32,2332025

Highlighted filing

2018

Assets$47,731
Liabilities-
Net Assets$47,731

Operations Trend

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

$60K$40K$20K$0-$20KRevenue 2018: $53,424Expenses 2018: $51,612Net Income 2018: $1,8122018Revenue 2019: $46,330Expenses 2019: $46,135Net Income 2019: $1952019Revenue 2020: $45,161Expenses 2020: $51,512Net Income 2020: -$6,3512020Revenue 2021: $22,450Expenses 2021: $18,246Net Income 2021: $4,2042021Revenue 2022: $36,577Expenses 2022: $31,288Net Income 2022: $5,2892022Revenue 2023: $48,073Expenses 2023: $53,947Net Income 2023: -$5,8742023Revenue 2024: $49,438Expenses 2024: $56,093Net Income 2024: -$6,6552024Revenue 2025: $48,037Expenses 2025: $54,343Net Income 2025: -$6,3062025

Highlighted filing

2018

Revenue$53,424
Expenses$51,612
Net Income$1,812
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Nov 10, 2018
Return Version
2017v2.2
Gross Receipts
$106,895
Mission and Program Overview

Mission

Enrichment of parent/teachers/students

Program Services

DescriptionGrantsExpenses
EDUCATIONAL ENRICHMENT FOR STUDENTS AND STAFF INCLUDING FIELD TRIPS, ASSEMBLIES, REFLECTIONS, HSA, CLASSROOM PARTIES, MINDCRAFT,READING BENEFITS APPROX 524 STUDENTS-$32,930
PROVIDE FUNDING FOR NON-REQUIRED CURRICULUM SUPPLIES FOR TEACHERS, LIBRARY, STAFF, PTA, HOSPITALITY, COUNCIL-$18,517
PROVIDE ACTIVITIES AND EVENTS TO STUDENTS, FAMILY AND FACULTY, INCLUDING COMMUNICATIONS AND INCENTIVES, ACHIEVEMENT BUTTONS, CELEBRATIONS, OUTSIDE SCHOOL EVENTS RED RIBBON, REFLECTIONS, BENEFITS APPROX 524 STUDENTS-$9,093
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
LYN CARTYPresidentPT$0--
SHANNON LIPHAMVice PresidentPT$0--
SHANNON BERGSecretaryPT$0--
CARRIE COUTTSTreasurerPT$0--
Filing and Contact Details

Filer

Filer Name
El Portel Elementary School Pta
EIN
33-0716780
Phone
5629024219
Address
200 NADA ST, LA HABRA, CA 90631

Signing Officer

Name
Carrie Coutts
Title
Treasure
Phone
5629024219
Signed
2018-11-10
Discuss with paid preparer
Yes

Preparer

Firm
Integrity Tax and Notary Services
Address
16549 Leffingwell Rd, Whittier, CA 90603
Preparer
Barbara Dunagan
Phone
5622372005
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 8

EARTHQUAKE KIT 1500.

Form 990EZ, Part I, Line 8

SPIRIT GEAR 6338.

Form 990EZ, Part I, Line 16

FIELD TRIPS 6886.

Form 990EZ, Part I, Line 16

COUNCIL FEE 150.

Form 990EZ, Part I, Line 16

BANK CHARGES 36.

Form 990EZ, Part I, Line 16

BUTTONS 343.

Form 990EZ, Part I, Line 16

CELEBRATIONS 489.

Form 990EZ, Part I, Line 16

INSURANCE 228.

Form 990EZ, Part I, Line 16

LIBRARY 524.

Form 990EZ, Part I, Line 16

SUPPLIES 4844.

Form 990EZ, Part I, Line 16

PTA EXPENSE 575.

Form 990EZ, Part I, Line 16

ASSEMBLIES 21958.

Form 990EZ, Part I, Line 16

MINDCRAFT/QUEST 209.

Form 990EZ, Part I, Line 16

RED RIBBON 347.

Form 990EZ, Part I, Line 16

REFLECTIONS 25.

Form 990EZ, Part I, Line 16

School beautification 8052.

Form 990EZ, Part I, Line 16

SAFETY PATROL 29.

Form 990EZ, Part I, Line 16

Teacher/staff appreciation 3096.

Form 990EZ, Part I, Line 16

WONDER OF READING 200.

Form 990EZ, Part I, Line 16

TREASURE BOX 32.

Form 990EZ, Part I, Line 16

Registry of charitable trusts 25.

Form 990EZ, Part I, Line 16

EARTHQUAKE KITS 964.

Raw XML Appendix182 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.

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IRS990EZ/AmendedReturnInd0X
IRS990EZ/BooksInCareOfDetail/PersonNm0CARRIE COUTTS
IRS990EZ/BooksInCareOfDetail/PhoneNum05622377279
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0301 GRANADA DR
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0LA HABRA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd090631
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt045919
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt047731
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IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
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IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0870
IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt310.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0LYN CARTY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1SHANNON LIPHAM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2SHANNON BERG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3CARRIE COUTTS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt049012
IRS990EZ/OtherRevenueTotalAmt07838
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0ENRICHMENT OF PARENT/TEACHERS/STUDENTS
IRS990EZ/PrintingPublicationsPostageAmt02600
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0EDUCATIONAL ENRICHMENT FOR STUDENTS AND STAFF INCLUDING FIELD TRIPS, ASSEMBLIES, REFLECTIONS, HSA, CLASSROOM PARTIES, MINDCRAFT,READING BENEFITS APPROX 524 STUDENTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1PROVIDE ACTIVITIES AND EVENTS TO STUDENTS, FAMILY AND FACULTY, INCLUDING COMMUNICATIONS AND INCENTIVES, ACHIEVEMENT BUTTONS, CELEBRATIONS, OUTSIDE SCHOOL EVENTS RED RIBBON, REFLECTIONS, BENEFITS APPROX 524 STUDENTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2PROVIDE FUNDING FOR NON-REQUIRED CURRICULUM SUPPLIES FOR TEACHERS, LIBRARY, STAFF, PTA, HOSPITALITY, COUNCIL
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt032930
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt19093
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt218517
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt053471
IRS990EZ/SpecialEventsNetIncomeLossAmt044238
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt051612
IRS990EZ/TotalProgramServiceExpensesAmt060540
IRS990EZ/TotalRevenueAmt053424
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt01348
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt01348
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt097709
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt035885
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0133594
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt0134942
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt099057
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt035885
IRS990ScheduleA/Total509Grp/TotalAmt0134942
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0134942
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EARTHQUAKE KIT 1500.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1SPIRIT GEAR 6338.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2FIELD TRIPS 6886.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3COUNCIL FEE 150.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4BANK CHARGES 36.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5BUTTONS 343.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6CELEBRATIONS 489.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7INSURANCE 228.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8LIBRARY 524.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9SUPPLIES 4844.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10PTA EXPENSE 575.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11ASSEMBLIES 21958.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12MINDCRAFT/QUEST 209.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13RED RIBBON 347.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14REFLECTIONS 25.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15SCHOOL BEAUTIFICATION 8052.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16SAFETY PATROL 29.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17TEACHER/STAFF APPRECIATION 3096.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt18WONDER OF READING 200.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt19TREASURE BOX 32.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt20REGISTRY OF CHARITABLE TRUSTS 25.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt21EARTHQUAKE KITS 964.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc16Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc17Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc18Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc19Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc20Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc21Form 990EZ, Part I, Line 16
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CARRIE COUTTS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURE
ReturnHeader/BusinessOfficerGrp/PhoneNum05629024219
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0EL PORTEL ELEMENTARY SCHOOL PTA
ReturnHeader/Filer/BusinessNameControlTxt0ELPO
ReturnHeader/Filer/EIN0330716780
ReturnHeader/Filer/PhoneNum05629024219
ReturnHeader/Filer/USAddress/AddressLine1Txt0200 NADA ST
ReturnHeader/Filer/USAddress/CityNm0LA HABRA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd090631
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0AFB86E94B0F86B950DD1C22AF75E3C6D8E4814E3
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0AFB86E94B0F86B950DD1C22AF75E3C6D8E4814E3
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt035.129.80.27
ReturnHeader/FilingSecurityInformation/IPDt02018-11-10
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm022:50:41
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Integrity Tax and Notary Services
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt016549 Leffingwell Rd
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Whittier
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd090603
ReturnHeader/PreparerPersonGrp/PhoneNum05622372005
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BARBARA DUNAGAN
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-11-10T22:50:53-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

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Filings