Civic Intelligence

PTA Ca Congress of Parents

EIN 68-0233495 • 501(c)3 • Sacramento, CA

Profile

EDUCATION

3919 Mckinley BlvdSacramento, CA 95819
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

71st percentile

16%

Higher net margin than 71% 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

82nd percentile

34%

Faster asset growth than 82% of similar nonprofits.

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

Revenue Growth

67th percentile

13%

Faster revenue growth than 67% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$75,112

Up $19,030 (+34%) from 2024

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Up

$75,112

Up $19,030 (+34%) from 2024

Operations
Liabilities / RevenueScore unavailableNet Margin71st percentile

Revenue

Up

$110,017

Up $12,945 (+13%) from 2024

Expenses

Down

$92,115

Down $4,806 (-5.0%) from 2024

Net Income

Up

$17,902

Up $17,751 (+11756%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth82nd percentile

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

$80K$60K$40K$20K$0Assets 2010: $32,583Liabilities 2010: $02010Assets 2011: $38,474Liabilities 2011: $02011Assets 2012: $35,315Liabilities 2012: $02012Assets 2013: $45,176Liabilities 2013: $02013Assets 2014: $47,114Liabilities 2014: $02014Assets 2015: $55,898Liabilities 2015: $02015Assets 2016: $43,514Liabilities 2016: $14,9872016Assets 2017: $36,156Liabilities 2017: $16,3682017Assets 2018: $74,992Liabilities 2018: $23,585Net Assets 2018: $51,4072018Assets 2019: $66,266Net Assets 2019: $66,2662019Assets 2020: $43,750Liabilities 2020: $02020Assets 2021: $54,652Net Assets 2021: $54,6512021Assets 2022: $61,699Net Assets 2022: $61,6992022Assets 2023: $55,931Net Assets 2023: $56,2502023Assets 2024: $56,082Net Assets 2024: $56,0822024Assets 2025: $75,112Net Assets 2025: $75,1122025

Highlighted filing

2025

Assets$75,112
Liabilities-
Net Assets$75,112
Open 2025 Filing

Operations Trend

Revenue Growth67th percentile

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

$150K$100K$50K$0-$50KRevenue 2010: $51,642Expenses 2010: $46,442Net Income 2010: $5,2002010Revenue 2011: $76,472Expenses 2011: $70,581Net Income 2011: $5,8912011Revenue 2012: $87,727Expenses 2012: $90,886Net Income 2012: -$3,1592012Revenue 2013: $91,991Expenses 2013: $82,130Net Income 2013: $9,8612013Revenue 2014: $96,782Expenses 2014: $94,844Net Income 2014: $1,9382014Revenue 2015: $113,095Expenses 2015: $104,311Net Income 2015: $8,7842015Revenue 2016: $105,973Expenses 2016: $124,544Net Income 2016: -$18,5712016Revenue 2017: $94,784Expenses 2017: $103,523Net Income 2017: -$8,7392017Revenue 2018: $127,839Expenses 2018: $96,220Net Income 2018: $31,6192018Revenue 2019: $119,019Expenses 2019: $122,956Net Income 2019: -$3,9372019Revenue 2020: $78,413Expenses 2020: $103,871Net Income 2020: -$25,4582020Revenue 2021: $53,472Expenses 2021: $42,459Net Income 2021: $11,0132021Revenue 2022: $62,780Expenses 2022: $55,733Net Income 2022: $7,0472022Revenue 2023: $72,627Expenses 2023: $78,712Net Income 2023: -$6,0852023Revenue 2024: $97,072Expenses 2024: $96,921Net Income 2024: $1512024Revenue 2025: $110,017Expenses 2025: $92,115Net Income 2025: $17,9022025

Highlighted filing

2025

Revenue$110,017
Expenses$92,115
Net Income$17,902
Open 2025 Filing

Filings

Most recent year

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

Open filing
Assets
$75,112
Liabilities
-
Net assets
$75,112
Revenue
$110,017
Expenses
$92,115
Net income
$17,902
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.75$0.75$1.10$0.92$0.18
2024Detailed filing. Detailed filing data is available for this year.$0.56$0.56$0.97$0.97$0.00
2023Detailed filing. Detailed filing data is available for this year.$0.56$0.56$0.73$0.79$0.06
2022Detailed filing. Detailed filing data is available for this year.$0.62$0.62$0.63$0.56$0.07
2021Detailed filing. Detailed filing data is available for this year.$0.55$0.55$0.53$0.42$0.11
2020Summary only. Only limited summary data is available for this year.$0.44$0.00$0.78$1.04$0.25
2019Detailed filing. Detailed filing data is available for this year.$0.66$0.66$1.19$1.23$0.04
2018Detailed filing. Detailed filing data is available for this year.$0.75$0.24$0.51$1.28$0.96$0.32
2017Summary only. Only limited summary data is available for this year.$0.36$0.16$0.95$1.04$0.09
2016Summary only. Only limited summary data is available for this year.$0.44$0.15$1.06$1.25$0.19
2015Summary only. Only limited summary data is available for this year.$0.56$0.00$1.13$1.04$0.09
2014Summary only. Only limited summary data is available for this year.$0.47$0.00$0.97$0.95$0.02
2013Summary only. Only limited summary data is available for this year.$0.45$0.00$0.92$0.82$0.10
2012Summary only. Only limited summary data is available for this year.$0.35$0.00$0.88$0.91$0.03
2011Summary only. Only limited summary data is available for this year.$0.38$0.00$0.76$0.71$0.06
2010Summary only. Only limited summary data is available for this year.$0.33$0.00$0.52$0.46$0.05
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Nov 2, 2025
Return Version
2024v5.0
Gross Receipts
$132,415
Mission and Program Overview

Mission

EDUCATION

Program Services

DescriptionGrantsExpenses
MUSIC PROGRAM-$20,360
GARDEN PROGRAM-$14,632
SCIENCE PROGRAM-$14,553
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MEREDITH LARSENPresidentPT$0--
SUZANNAH ROBERTSONTreasurerPT$0--
ANNA REINHARTSecretaryPT$0--
JENNIFER GALLVP CommunicationsPT$0--
TEAGAN FRIENDVP EventsPT$0--
JOSIE STEIGERVP MembershiipPT$0--
MEGAN ANDERSONParliamentarianPT$0--
COURTNEY COVINGTONFinancial SecretaryPT$0--
BRIAN DUNCANAuditorPT$0--
FRANCESCA BJURSTROMTeacher RepsPT$0--
INGRID KANTOLAHistorianPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Read-a-thon$42,636$42,636$2,121$40,515
Jog-a-thon$29,061$29,061$5,513$23,548
Total Events$90,128$90,128$18,736$71,392
Filing and Contact Details

Filer

Filer Name
Pta CA Congress of Parents
EIN
68-0233495
Address
3919 MCKINLEY BLVD, SACRAMENTO, CA 95819

Signing Officer

Name
Suzannah Robertson
Title
Treasurer
Phone
7074991280
Signed
2025-11-02
Discuss with paid preparer
Yes

Preparer

Firm
J & K Tax and Financial Services
Address
1740 FRUITRIDGE RD STE 102, SACRAMENTO, CA 95822
Preparer
Jin Li
Phone
9164531888
Supplemental Narrative

Additional Explanations

Page 1 Line 8 Other Revenue

“Enrichment, prior year carried over, bank refunds.”

Page 1 Line 16 Other Expenses.

“Includes administration expenses and membership insurance.”

Raw XML Appendix160 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/BenefitsPaidToOrForMembersAmt082422
IRS990EZ/BooksInCareOfDetail/PersonNm0SUZANNAH ROBERTSON
IRS990EZ/BooksInCareOfDetail/PhoneNum09162776384
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt03919 MCKINLEY BLVD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SACRAMENTO
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd095819
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt056082
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt075112
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0172
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt017902
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt056082
IRS990EZ/Form990TotalAssetsGrp/EOYAmt075112
IRS990EZ/FundraisingGrossIncomeAmt0113910
IRS990EZ/GrossReceiptsAmt0132415
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt01586
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt056082
IRS990EZ/NetAssetsOrFundBalancesEOYAmt075112
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt056082
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt075112
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt020
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt120
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt220
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt320
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt420
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt520
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt610
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt710
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt810
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt920
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1010
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/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MEREDITH LARSEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1SUZANNAH ROBERTSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ANNA REINHART
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JENNIFER GALL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4TEAGAN FRIEND
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5JOSIE STEIGER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6MEGAN ANDERSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7COURTNEY COVINGTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8BRIAN DUNCAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9FRANCESCA BJURSTROM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10INGRID KANTOLA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VP COMMUNICATIONS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4VP EVENTS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5VP MEMBERSHIIP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6PARLIAMENTARIAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7FINANCIAL SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8AUDITOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9TEACHER REPS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10HISTORIAN
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt01128
IRS990EZ/OtherExpensesTotalAmt09693
IRS990EZ/OtherRevenueTotalAmt016747
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0EDUCATION
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SCIENCE PROGRAM
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1GARDEN PROGRAM
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2MUSIC PROGRAM
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt014553
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt114632
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt220360
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt022398
IRS990EZ/SpecialEventsNetIncomeLossAmt091512
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt092115
IRS990EZ/TotalProgramServiceExpensesAmt049545
IRS990EZ/TotalRevenueAmt0110017
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SchoolInd0X
IRS990ScheduleA/SupportSumAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt018736
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0JOG-A-THON
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0READ-A-THON
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt029061
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt042636
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt018431
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt090128
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt029061
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt042636
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt018431
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt090128
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt071392
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt011102
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt018736
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt05513
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt02121
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ENRICHMENT, PRIOR YEAR CARRIED OVER, BANK REFUNDS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1INCLUDES ADMINISTRATION EXPENSES AND MEMBERSHIP INSURANCE.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0PAGE 1 LINE 8 OTHER REVENUE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1PAGE 1 LINE 16 OTHER EXPENSES.
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SUZANNAH ROBERTSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07074991280
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA CA CONGRESS OF PARENTS
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0456 TH JUDAH ELEMENTARY PTA
ReturnHeader/Filer/BusinessNameControlTxt0PTAC
ReturnHeader/Filer/EIN0680233495
ReturnHeader/Filer/USAddress/AddressLine1Txt03919 MCKINLEY BLVD
ReturnHeader/Filer/USAddress/CityNm0SACRAMENTO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095819
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0742997245
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0J & K TAX AND FINANCIAL SERVICES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01740 FRUITRIDGE RD STE 102
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SACRAMENTO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095822
ReturnHeader/PreparerPersonGrp/PhoneNum09164531888
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JIN LI
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-11-14T17:54:34-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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