Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

990EZ • Fiscal year 2022 • EIN 33-0872265

Jul 01, 2021 to Jun 30, 2022 • Filed on Nov 11, 2022

Organization ProfileN/A
2450 W Alton AveSanta Ana, CA 92704

(714) 430-5800

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 2022

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2022

Net Margin

3rd percentile

-293%

Higher net margin than 3% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

10th percentile

-47%

Faster asset growth than 10% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2021 to 2022

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$12,932

Down $11,658 (-47%) from 2021

Net Assets

Down

$12,932

Down $11,658 (-47%) from 2021

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin3rd percentile

Revenue

Up

$3,981

Up $4,379 (+1100%) from 2021

Expenses

Up

$15,639

Up $10,501 (+204%) from 2021

Net Income

Down

-$11,658

Down $6,122 (-111%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth10th percentile

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

$30K$20K$10K$0Assets 2018: $20,039Net Assets 2018: $20,0392018Assets 2019: $24,643Net Assets 2019: $24,6432019Assets 2020: $24,643Net Assets 2020: $24,6432020Assets 2021: $24,590Net Assets 2021: $24,5902021Assets 2022: $12,932Net Assets 2022: $12,9322022Assets 2023: $27,576Net Assets 2023: $27,5762023

Highlighted filing

2022

Assets$12,932
Liabilities-
Net Assets$12,932
Open 2022 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$60K$40K$20K$0-$20KRevenue 2018: $43,483Expenses 2018: $52,023Net Income 2018: -$8,5402018Revenue 2019: $45,653Expenses 2019: $41,049Net Income 2019: $4,6042019Revenue 2021: -$398Expenses 2021: $5,138Net Income 2021: -$5,5362021Revenue 2022: $3,981Expenses 2022: $15,639Net Income 2022: -$11,6582022Revenue 2023: $34,965Expenses 2023: $20,321Net Income 2023: $14,6442023

Highlighted filing

2022

Revenue$3,981
Expenses$15,639
Net Income-$11,658
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Nov 11, 2022
Return Version
2021v4.0
Gross Receipts
$16,830
Mission and Program Overview

Mission

PUBLIC SCHOOL PTA

Program Services

DescriptionGrantsExpenses
STUDENT SUPPORT, ENRICHMENT, EDUCATION-$15,639
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARI RIOSPresident-$0--
YOLANDA CERVANTESTreasurer-$0--
BESSY VARELASecretary-$0--
ERIN HARRISVP Fundraise-$0--
CLAUDIA SERRANOVP Events-$0--
FABY KROLICKHistorian-$0--
JENNIE LEOCADIOAuditor-$0--
CESAR PLASCENCIAParlamentari-$0--
MELISSA MANZANAREZHospitality-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Turkey-trot$5,569$5,569$3,286$2,283
Total Events$5,569$5,569$3,286$2,283
Filing and Contact Details

Filer

Filer Name
Jim Thorpe Fundamental Pta
EIN
33-0872265
Phone
7144305800
Address
2450 W ALTON AVE, SANTA ANA, CA 92704

Signing Officer

Name
Faby Krolick
Title
Historian
Phone
7144305800
Signed
2022-11-11

Preparer

Firm
Foresight CPA Group Pc
Address
20 EXECUTIVE PARK STE 100, IRVINE, CA 92614
Preparer
Adam Dayton
Phone
9492612644
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses administrative expense 5,521 teacher apreciation 2,397 supplies 450 year books 2,917 agendas 2,443 hospitality 636 walk through revolutionar 618 open house 657 total 15,639”

Raw XML Appendix166 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/PersonNm0FABY KROLICK
IRS990EZ/BooksInCareOfDetail/PhoneNum07144305800
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt02450 W ALTON AVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SANTA ANA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092704
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt024590
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt012932
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0611
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-11658
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt024590
IRS990EZ/Form990TotalAssetsGrp/EOYAmt012932
IRS990EZ/FundraisingGrossIncomeAmt015931
IRS990EZ/GrossReceiptsAmt016830
IRS990EZ/GroupExemptionNum00646
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0288
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt024590
IRS990EZ/NetAssetsOrFundBalancesEOYAmt012932
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt024590
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt012932
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt4000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt5000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt6000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt7000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt8000.00
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/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MARI RIOS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1YOLANDA CERVANTES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2BESSY VARELA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ERIN HARRIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4CLAUDIA SERRANO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5FABY KROLICK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6JENNIE LEOCADIO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7CESAR PLASCENCIA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8MELISSA MANZANAREZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VP FUNDRAISE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4VP EVENTS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5HISTORIAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6AUDITOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7PARLAMENTARI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8HOSPITALITY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt015639
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PUBLIC SCHOOL PTA
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0STUDENT SUPPORT, ENRICHMENT, EDUCATION
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt015639
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt012849
IRS990EZ/SpecialEventsNetIncomeLossAmt03082
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt015639
IRS990EZ/TotalProgramServiceExpensesAmt015639
IRS990EZ/TotalRevenueAmt03981
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationTrustInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0611
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt05
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt02585
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt03349
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt02918
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt09468
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt016219
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0659
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt045308
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt093437
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt077219
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0232842
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0242310
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt016830
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0664
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt047893
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt096786
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt080137
IRS990ScheduleA/Total509Grp/TotalAmt0242310
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt016830
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0664
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt047893
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt096786
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt080137
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0242310
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt03286
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0TURKEY-TROT
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt05569
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt05569
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt05569
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt05569
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt02283
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt03286
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt03286
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES ADMINISTRATIVE EXPENSE 5,521 TEACHER APRECIATION 2,397 SUPPLIES 450 YEAR BOOKS 2,917 AGENDAS 2,443 HOSPITALITY 636 WALK THROUGH REVOLUTIONAR 618 OPEN HOUSE 657 TOTAL 15,639
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0FABY KROLICK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0HISTORIAN
ReturnHeader/BusinessOfficerGrp/PhoneNum07144305800
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JIM THORPE FUNDAMENTAL PTA
ReturnHeader/Filer/BusinessNameControlTxt0JIMT
ReturnHeader/Filer/EIN0330872265
ReturnHeader/Filer/PhoneNum07144305800
ReturnHeader/Filer/USAddress/AddressLine1Txt02450 W ALTON AVE
ReturnHeader/Filer/USAddress/CityNm0SANTA ANA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092704
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0830844426
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0FORESIGHT CPA GROUP PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt020 EXECUTIVE PARK STE 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0IRVINE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092614
ReturnHeader/PreparerPersonGrp/PhoneNum09492612644
ReturnHeader/PreparerPersonGrp/PreparationDt02022-11-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ADAM DAYTON
ReturnHeader/ReturnTs02022-11-14T12:19:21-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0FABY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0KROLICK
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$12,932
Liabilities
-
Net assets
$12,932
Revenue
$3,981
Expenses
$15,639
Net income
-$11,658
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$27.6$27.6$35.0$20.3$14.6
2022Detailed filing. Detailed filing data is available for this year.$12.9$12.9$3.98$15.6$11.7
2021Detailed filing. Detailed filing data is available for this year.$24.6$24.6$0.40$5.14$5.54
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$24.6$24.6
2019Detailed filing. Detailed filing data is available for this year.$24.6$24.6$45.7$41.0$4.60
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$20.0$20.0$43.5$52.0$8.54
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2022 filings • 501(c)3 • <$500k nonprofits