Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

990EZ • Fiscal year 2024 • EIN 33-0762233

Jul 01, 2023 to Jun 30, 2024 • Filed on Oct 29, 2024

Organization Profilewww.davismagnetpta.com
1050 Arlington AvenueCosta Mesa, CA 92626

(714) 424-7930

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 2024

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2024

Net Margin

28th percentile

-9.0%

Higher net margin than 28% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

22nd percentile

-22%

Faster asset growth than 22% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

43rd percentile

-2.4%

Faster revenue growth than 43% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$34,270

Down $9,945 (-22%) from 2023

Net Assets

Down

$34,270

Down $9,945 (-22%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin28th percentile

Revenue

Down

$110,301

Down $2,715 (-2.4%) from 2023

Expenses

Up

$120,246

Up $29,609 (+33%) from 2023

Net Income

Down

-$9,945

Down $32,324 (-144%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth22nd percentile

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

$60K$40K$20K$0Assets 2014: $37,933Liabilities 2014: $0Net Assets 2014: $37,9332014Assets 2015: $34,862Liabilities 2015: $0Net Assets 2015: $34,8622015Assets 2017: $33,682Net Assets 2017: $33,6822017Assets 2018: $39,321Net Assets 2018: $39,3212018Assets 2019: $35,193Net Assets 2019: $35,1932019Assets 2020: $41,378Net Assets 2020: $41,3782020Assets 2021: $39,604Net Assets 2021: $39,6042021Assets 2023: $44,215Net Assets 2023: $44,2152023Assets 2024: $34,270Net Assets 2024: $34,2702024

Highlighted filing

2024

Assets$34,270
Liabilities-
Net Assets$34,270
Open 2024 Filing

Operations Trend

Revenue Growth43rd percentile

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

$150K$100K$50K$0-$50KRevenue 2014: $118,014Expenses 2014: $108,170Net Income 2014: $9,8442014Revenue 2015: $68,992Expenses 2015: $72,063Net Income 2015: -$3,0712015Revenue 2017: $50,200Expenses 2017: $58,979Net Income 2017: -$8,7792017Revenue 2018: $57,101Expenses 2018: $51,462Net Income 2018: $5,6392018Revenue 2019: $71,366Expenses 2019: $75,494Net Income 2019: -$4,1282019Revenue 2020: $65,896Expenses 2020: $59,711Net Income 2020: $6,1852020Revenue 2021: $22,301Expenses 2021: $24,075Net Income 2021: -$1,7742021Revenue 2023: $113,016Expenses 2023: $90,637Net Income 2023: $22,3792023Revenue 2024: $110,301Expenses 2024: $120,246Net Income 2024: -$9,9452024

Highlighted filing

2024

Revenue$110,301
Expenses$120,246
Net Income-$9,945
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Oct 29, 2024
Return Version
2023v5.1
Gross Receipts
$185,722
Mission and Program Overview

Mission

To provide Educational Services & Support for Elementary School Students

The mission of the California State PTA is to positively impact the lives of all children and families by representing our members and empowering and supporting them with skills in advocacy, leadership and communication.

Program Services

DescriptionGrantsExpenses
Support programs for expanded educational opportunities including assemblies, field trips and and Art programs.-$55,282
Facilitate opportunities to enhance the school, family and community experience through family fun nights, a school play, spirit merchandise, yearbooks and other family events.-$28,842
Provide additional funds for teacher and staff support, library support, music and other programs.-$27,984
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Nathan LevoitPresidentPT$0--
Andrea FurchesVice President-$0--
Susan BroaddusSecretary-$0--
Paula SipeRecording Secy-$0--
Barb InmanFinancial Secy-$0--
Rena DearTreasurer-$0--
Lexie ButtreyAuditor-$0--
Erin BernardiParliamentarian-$0--
Peggy LevinIncoming Pres-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Duck Dash$97,171$97,171$44,041$53,130
Fall Fundraiser - Catalog sales$12,145$12,145$20,458$-8,313
Total Events$120,207$120,207$74,037$46,170
Filing and Contact Details

Filer

Filer Name
PTA Davis School
EIN
33-0762233
Phone
7144247930
Address
1050 Arlington Avenue, Costa Mesa, CA 92626

Signing Officer

Name
Peggy Levin
Title
President
Signed
2024-10-29
Discuss with paid preparer
Yes

Preparer

Firm
Stamos & Stamos CPA
Address
3111 N Tustin St Ste 230, Orange, CA 92865
Preparer
Chris Stamos
Phone
7149980311
Supplemental Narrative

Additional Explanations

Other Expenses.1

“Teacher & Staff Support $24530”

Other Expenses.2

“School Play $23950”

Other Expenses.3

“Field Trips $14375”

Other Expenses.4

“Family Fun Nights $12215”

Other Expenses.5

“Art Masters & Art Programs $9620”

Other Expenses.6

“Spirit Merchandise $8458”

Other Expenses.7

“Various other school programs $7653”

Other Expenses.8

“Assemblies $7336”

Other Expenses.9

“PTA supplies and admin $3488”

Other Expenses.10

“Yearbooks $2888”

Other Expenses.11

“Tax Prep & Filing Fees $1422”

Other Expenses.12

“Online fees $1166”

Other Expenses.13

“Hospitality $1082”

Other Expenses.14

“Website $704”

Other Expenses.15

“Membership dues and exp $469”

Other Expenses.16

“Insurance $282”

Other Expenses.17

“Luncheons & Awards $227”

Other Expenses.18

“PTA software costs $179”

Other Expenses.19

“Council Assessment $100”

Other Expenses.20

“PTA General exp $66”

Other Expenses.21

“Bank & Merchant acct fees $35”

Other Expenses.22

“rounding $1”

Raw XML Appendix246 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/PersonNm0Lexie Buttrey
IRS990EZ/BooksInCareOfDetail/PhoneNum07144247930
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01050 Arlington Avenue
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Costa Mesa
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092626
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt044215
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt034270
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt09585
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-9945
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt044215
IRS990EZ/Form990TotalAssetsGrp/EOYAmt034270
IRS990EZ/FundraisingGrossIncomeAmt0124190
IRS990EZ/GrossReceiptsAmt0185722
IRS990EZ/GroupExemptionNum00646
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt02
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt044215
IRS990EZ/NetAssetsOrFundBalancesEOYAmt034270
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt044215
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt034270
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt06.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt14.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt24.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt33.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt43.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt54.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt64.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt73.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt80
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/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Nathan Levoit
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Andrea Furches
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Susan Broaddus
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Paula Sipe
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Barb Inman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Rena Dear
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Lexie Buttrey
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Erin Bernardi
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8Peggy Levin
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Recording Secy
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Financial Secy
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Auditor
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Parliamentarian
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Incoming Pres
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt0120246
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0The mission of the California State PTA is to positively impact the lives of all children and families by representing our members and empowering and supporting them with skills in advocacy, leadership and communication.
IRS990EZ/ProgramServiceRevenueAmt051945
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Support programs for expanded educational opportunities including assemblies, field trips and and Art programs.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Facilitate opportunities to enhance the school, family and community experience through family fun nights, a school play, spirit merchandise, yearbooks and other family events.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Provide additional funds for teacher and staff support, library support, music and other programs.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt055282
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt128842
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt227984
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt075421
IRS990EZ/SpecialEventsNetIncomeLossAmt048769
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt0120246
IRS990EZ/TotalProgramServiceExpensesAmt0112108
IRS990EZ/TotalRevenueAmt0110301
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0http://www.davismagnetpta.com/
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt08146
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt08001
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt04510
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt05203
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt04391
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt030251
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt02
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt01
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt03
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt03
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt04
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt013
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt051945
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0154142
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt035385
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt021526
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt070870
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0333868
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt02
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt01
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt03
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt03
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt04
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt013
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00010
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct00.99990
IRS990ScheduleA/PublicSupportTotal509Amt0364119
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt060091
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0162143
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt039895
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt026729
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt075261
IRS990ScheduleA/Total509Grp/TotalAmt0364119
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt060093
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0162144
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt039898
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt026732
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt075265
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0364132
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt074037
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Duck Dash
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Fall Fundraiser - Catalog sales
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt097171
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt012145
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt010891
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0120207
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt097171
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt012145
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt010891
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0120207
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt046170
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt09538
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt074037
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt044041
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt020458
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Teacher & Staff Support $24530
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1School Play $23950
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Field Trips $14375
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Family Fun Nights $12215
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Art Masters & Art Programs $9620
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Spirit Merchandise $8458
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Various other school programs $7653
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Assemblies $7336
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8PTA supplies and admin $3488
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Yearbooks $2888
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Tax Prep & Filing Fees $1422
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Online fees $1166
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Hospitality $1082
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Website $704
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14Membership dues and exp $469
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15Insurance $282
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16Luncheons & Awards $227
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17PTA software costs $179
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt18Council Assessment $100
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt19PTA General exp $66
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt20Bank & Merchant acct fees $35
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt21rounding $1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Expenses.12
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Other Expenses.13
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Other Expenses.14
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Other Expenses.15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Other Expenses.16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc16Other Expenses.17
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc17Other Expenses.18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc18Other Expenses.19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc19Other Expenses.20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc20Other Expenses.21
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc21Other Expenses.22
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Peggy Levin
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-10-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA Davis School
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CA Congress of Parents & Teachers Inc
ReturnHeader/Filer/BusinessNameControlTxt0PTAD
ReturnHeader/Filer/EIN0330762233
ReturnHeader/Filer/PhoneNum07144247930
ReturnHeader/Filer/USAddress/AddressLine1Txt01050 Arlington Avenue
ReturnHeader/Filer/USAddress/CityNm0Costa Mesa
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092626
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0861097025
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Stamos & Stamos CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03111 N Tustin St Ste 230
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Orange
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092865
ReturnHeader/PreparerPersonGrp/PhoneNum07149980311
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CHRIS STAMOS
ReturnHeader/ReturnTs02024-10-29T12:09:35-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$34,270
Liabilities
-
Net assets
$34,270
Revenue
$110,301
Expenses
$120,246
Net income
-$9,945
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.34$0.34$1.10$1.20$0.10
2023Detailed filing. Detailed filing data is available for this year.$0.44$0.44$1.13$0.91$0.22
2021Detailed filing. Detailed filing data is available for this year.$0.40$0.40$0.22$0.24$0.02
2020Detailed filing. Detailed filing data is available for this year.$0.41$0.41$0.66$0.60$0.06
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.35$0.35$0.71$0.75$0.04
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.39$0.39$0.57$0.51$0.06
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.34$0.34$0.50$0.59$0.09
2015Detailed filing. Detailed filing data is available for this year.$0.35$0.00$0.35$0.69$0.72$0.03
2014Detailed filing. Detailed filing data is available for this year.$0.38$0.00$0.38$1.18$1.08$0.10