Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

990EZ • Fiscal year 2021 • EIN 33-0825197

Jul 01, 2020 to Jun 30, 2021 • Filed on Aug 24, 2021

Organization ProfileN/A
1001 Brookdale AveLA Habra, CA 90631

(562) 690-2352

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

62nd percentile

18%

Higher net margin than 62% 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

58th percentile

12%

Faster asset growth than 58% of similar nonprofits.

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

Revenue Growth

25th percentile

-30%

Faster revenue growth than 25% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$14,299

Up $1,576 (+12%) from 2020

Net Assets

Up

$14,299

Up $1,576 (+12%) from 2020

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin62nd percentile

Revenue

Down

$8,877

Down $3,787 (-30%) from 2020

Expenses

Down

$7,301

Down $537 (-6.9%) from 2020

Net Income

Down

$1,576

Down $3,250 (-67%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth58th percentile

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

$20K$15K$10K$5.0K$0Assets 2019: $7,897Net Assets 2019: $7,8972019Assets 2020: $12,723Net Assets 2020: $12,7232020Assets 2021: $14,299Net Assets 2021: $14,2992021Assets 2022: $10,645Net Assets 2022: $10,6452022Assets 2023: $16,579Net Assets 2023: $16,5792023Assets 2024: $10,305Net Assets 2024: $10,3052024Assets 2025: $9,954Net Assets 2025: $9,9542025

Highlighted filing

2021

Assets$14,299
Liabilities-
Net Assets$14,299
Open 2021 Filing

Operations Trend

Revenue Growth25th percentile

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

$20K$10K$0-$10KRevenue 2019: $6,487Expenses 2019: $6,875Net Income 2019: -$3882019Revenue 2020: $12,664Expenses 2020: $7,838Net Income 2020: $4,8262020Revenue 2021: $8,877Expenses 2021: $7,301Net Income 2021: $1,5762021Revenue 2022: $7,342Expenses 2022: $10,996Net Income 2022: -$3,6542022Revenue 2023: $16,177Expenses 2023: $10,243Net Income 2023: $5,9342023Revenue 2024: $11,199Expenses 2024: $17,473Net Income 2024: -$6,2742024Revenue 2025: $14,410Expenses 2025: $14,761Net Income 2025: -$3512025

Highlighted filing

2021

Revenue$8,877
Expenses$7,301
Net Income$1,576
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Aug 24, 2021
Return Version
2020v4.1
Gross Receipts
$8,877
Mission and Program Overview

Mission

Enrichment of parents/students/teachers

Program Services

DescriptionGrantsExpenses
PROVIDE ACTIVITIES AND EVENTS TO STUDENTS/FAMILY FACULITY, INCLUDINGASSEMBLIES, MOVIE NIGHT, RED RIBBON, FAMILY FUN NIGHT,$0$4,255
PROVIDE FUNDING FOR NON-REQUIRED CURRICULUM SUPPLIES FOR TEACHERS, STAFF, PTA,$0$1,099
EDUCATIONAL ENRICHMENT FOR STUDENTS/STAFF INCLUDING6TH GRADE$0$163
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOSETTE PERREPresidentPT$0--
LAURA AGUIRRETreasurerPT$0--
KIARA GOMEZSecretaryPT$0--
Filing and Contact Details

Filer

Filer Name
Arbolita Pta
EIN
33-0825197
Phone
5626902352
Address
1001 BROOKDALE AVE, LA HABRA, CA 90631

Signing Officer

Name
Laurie Aguirre
Title
Treasurer
Phone
5626902352
Signed
2021-08-24
Discuss with paid preparer
Yes

Preparer

Firm
Integrity Tax and Notary Services
Address
16549 Leffingwell Rd, Whittier, CA 90603
Preparer
Barbara Dunagan
Phone
5624009569
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 16

“6TH GRADE 163.”

Form 990EZ, Part I, Line 16

“ASSEMBLIES 3047.”

Form 990EZ, Part I, Line 16

“BANK CHARGES 8.”

Form 990EZ, Part I, Line 16

“COUNCIL DUES 150.”

Form 990EZ, Part I, Line 16

“FAMILY FUN NIGHT 209.”

Form 990EZ, Part I, Line 16

“GARDEN 1000.”

Form 990EZ, Part I, Line 16

“INSURANCE 258.”

Form 990EZ, Part I, Line 16

“MEMBERSHIP 853.”

Form 990EZ, Part I, Line 16

“MEET THE TEACHER 60.”

Form 990EZ, Part I, Line 16

“MY PTEZ 139.”

Form 990EZ, Part I, Line 16

“OFFICERS EXPENSE 44.”

Form 990EZ, Part I, Line 16

“STAFF APPRECIATION 891.”

Form 990EZ, Part I, Line 16

“TAXES 160.”

Form 990EZ, Part I, Line 16

“TRUNK OR TREAT 27.”

Form 990EZ, Part I, Line 16

“WELCOME BACK 292.”

Raw XML Appendix181 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/PersonNm0LAURA AGUIRRE
IRS990EZ/BooksInCareOfDetail/PhoneNum05629656954
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01001 E BROOKDALE AVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0LA HABRA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd090631
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt012723
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt014299
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0205
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt01576
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt012723
IRS990EZ/Form990TotalAssetsGrp/EOYAmt014299
IRS990EZ/FundraisingGrossIncomeAmt08243
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt08877
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0429
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt012723
IRS990EZ/NetAssetsOrFundBalancesEOYAmt014299
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt012723
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt014299
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt020.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt115.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt210.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JOSETTE PERRE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1LAURA AGUIRRE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2KIARA GOMEZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt07301
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0ENRICHMENT OF PARENTS/STUDENTS/TEACHERS
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0EDUCATIONAL ENRICHMENT FOR STUDENTS/STAFF INCLUDING6TH GRADE
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1PROVIDE ACTIVITIES AND EVENTS TO STUDENTS/FAMILY FACULITY, INCLUDINGASSEMBLIES, MOVIE NIGHT, RED RIBBON, FAMILY FUN NIGHT,
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2PROVIDE FUNDING FOR NON-REQUIRED CURRICULUM SUPPLIES FOR TEACHERS, STAFF, PTA,
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt20
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0163
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt14255
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt21099
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt08243
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt07301
IRS990EZ/TotalProgramServiceExpensesAmt05517
IRS990EZ/TotalRevenueAmt08877
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0205
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt01291
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0633
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt02129
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt08243
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt023411
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt013666
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt045320
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt047449
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt08448
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt024702
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt014299
IRS990ScheduleA/Total509Grp/TotalAmt047449
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt047449
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt06TH GRADE 163.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ASSEMBLIES 3047.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2BANK CHARGES 8.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3COUNCIL DUES 150.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4FAMILY FUN NIGHT 209.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5GARDEN 1000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6INSURANCE 258.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7MEMBERSHIP 853.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8MEET THE TEACHER 60.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9MY PTEZ 139.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10OFFICERS EXPENSE 44.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11STAFF APPRECIATION 891.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12TAXES 160.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13TRUNK OR TREAT 27.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14WELCOME BACK 292.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
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
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LAURIE AGUIRRE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05626902352
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-08-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ARBOLITA PTA
ReturnHeader/Filer/BusinessNameControlTxt0ARBO
ReturnHeader/Filer/EIN0330825197
ReturnHeader/Filer/PhoneNum05626902352
ReturnHeader/Filer/USAddress/AddressLine1Txt01001 BROOKDALE AVE
ReturnHeader/Filer/USAddress/CityNm0LA HABRA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd090631
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/PhoneNum05624009569
ReturnHeader/PreparerPersonGrp/PreparationDt02021-08-24
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Barbara Dunagan
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02021-08-24T16:42:02-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0LAURIE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0AGUIRRE
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$14,299
Liabilities
-
Net assets
$14,299
Revenue
$8,877
Expenses
$7,301
Net income
$1,576
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$9.95$9.95$14.4$14.8$0.35
2024Detailed filing. Detailed filing data is available for this year.$10.3$10.3$11.2$17.5$6.27
2023Detailed filing. Detailed filing data is available for this year.$16.6$16.6$16.2$10.2$5.93
2022Detailed filing. Detailed filing data is available for this year.$10.6$10.6$7.34$11.0$3.65
2021Detailed filing. Detailed filing data is available for this year.$14.3$14.3$8.88$7.30$1.58
2020Detailed filing. Detailed filing data is available for this year.$12.7$12.7$12.7$7.84$4.83
2019Detailed filing. Detailed filing data is available for this year.$7.90$7.90$6.49$6.88$0.39