Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

990EZ • Fiscal year 2020 • EIN 77-0031673

Jul 01, 2019 to Jun 30, 2020 • Filed on Nov 16, 2020

Organization ProfileN/A
8132 Walker StLA Palma, CA 90623

(714) 925-4484

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 2020

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2020

Net Margin

89th percentile

52%

Higher net margin than 89% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

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.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

86th percentile

87%

Faster asset growth than 86% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

48th percentile

-16%

Faster revenue growth than 48% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$35,916

Up $16,685 (+87%) from 2019

Net Assets

Up

$35,916

Up $16,685 (+87%) from 2019

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin89th percentile

Revenue

Down

$32,059

Down $5,998 (-16%) from 2019

Expenses

Down

$15,374

Down $20,001 (-57%) from 2019

Net Income

Up

$16,685

Up $14,003 (+522%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth86th percentile

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

$40K$30K$20K$10K$0Assets 2019: $19,231Liabilities 2019: $0Net Assets 2019: $19,2312019Assets 2020: $35,916Net Assets 2020: $35,9162020Assets 2021: $31,060Net Assets 2021: $31,0602021Assets 2022: $21,179Net Assets 2022: $21,1792022Assets 2023: $22,943Net Assets 2023: $22,9432023

Highlighted filing

2020

Assets$35,916
Liabilities-
Net Assets$35,916
Open 2020 Filing

Operations Trend

Revenue Growth48th percentile

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

$60K$40K$20K$0-$20KRevenue 2019: $38,057Expenses 2019: $35,375Net Income 2019: $2,6822019Revenue 2020: $32,059Expenses 2020: $15,374Net Income 2020: $16,6852020Revenue 2021: $2,029Expenses 2021: $6,885Net Income 2021: -$4,8562021Revenue 2022: $30,493Expenses 2022: $40,374Net Income 2022: -$9,8812022Revenue 2023: $25,609Expenses 2023: $23,845Net Income 2023: $1,7642023

Highlighted filing

2020

Revenue$32,059
Expenses$15,374
Net Income$16,685
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Nov 16, 2020
Return Version
2019v5.0
Gross Receipts
$54,270
Mission and Program Overview

Mission

Child advocacy & enrichment

Program Services

DescriptionGrantsExpenses
WALKER JR HIGH PTA EXISTS TO PROMOTE STUDENT WELFARE AND ENRICHMENT AT WALKER JR HIGH. ALL FUNDS RAISED ARE USED FOR THAT PURPOSE$15,374-
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARIA NEUFARTHPresident-$0--
CHRISTINE CASTROTreasurer-$0--
DEBBIE SANTA ANASecretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fundraisers$42,030$42,030$10,602$31,428
Spirit Wear$10,196$10,196$10,447$-251
Total Events$52,226$52,226$21,049$31,177
Filing and Contact Details

Filer

Filer Name
Walker Jr High Ptsa
EIN
77-0031673
Phone
7149254484
Address
8132 WALKER ST, LA PALMA, CA 90623

Signing Officer

Name
Christine Castro
Title
Treasurer
Signed
2020-11-16
Discuss with paid preparer
Yes

Preparer

Firm
Fifield & Jamieson Accountancy PC
Address
11021 Winners Circle Suite 106, Los Alamitos, CA 90720
Preparer
Steven Fifield CPA
Phone
7148219690
Supplemental Narrative

Additional Explanations

Other Expenses.1002

“Office Expenses $444”

Other Expenses.1

“Dept supplies grant $5389”

Other Expenses.2

“GIFT TO SCHOOL $2618”

Other Expenses.3

“Community engagement $2086”

Other Expenses.4

“HOSPITALITY $1277”

Other Expenses.5

“ASSEMBLIES $1150”

Other Expenses.6

“Teacher supply grant $1101”

Other Expenses.7

“SCHOOL DANCES $820”

Other Expenses.8

“TAXES $375”

Other Expenses.9

“BANK FEES $48”

Other Expenses.10

“STUDENT INCENTIVES $38”

Other Expenses.11

“MEMBERSHIP $28”

Raw XML Appendix177 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/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt015374
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0CHILD ADVOCACY & ENRICHMENT
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IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt015374
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt022211
IRS990EZ/SpecialEventsNetIncomeLossAmt031176
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt015374
IRS990EZ/TotalProgramServiceExpensesAmt015374
IRS990EZ/TotalRevenueAmt032059
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0879
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0557
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt01073
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt02509
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt04
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt03
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IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt08
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt053387
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt064469
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt016713
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0134569
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt04
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt01
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt08
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal509Amt0137078
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt054266
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt065026
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt017786
IRS990ScheduleA/Total509Grp/TotalAmt0137078
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt054270
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt065029
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt017787
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0137086
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt021049
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0FUNDRAISERS
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0SPIRIT WEAR
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt042030
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt010196
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt052226
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt042030
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt052226
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt031177
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt021049
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt010602
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt010447
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $444
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DEPT SUPPLIES GRANT $5389
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2GIFT TO SCHOOL $2618
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3COMMUNITY ENGAGEMENT $2086
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4HOSPITALITY $1277
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5ASSEMBLIES $1150
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6TEACHER SUPPLY GRANT $1101
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7SCHOOL DANCES $820
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8TAXES $375
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9BANK FEES $48
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10STUDENT INCENTIVES $38
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11MEMBERSHIP $28
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Expenses.11
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CHRISTINE CASTRO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WALKER JR HIGH PTSA
ReturnHeader/Filer/BusinessNameControlTxt0WALK
ReturnHeader/Filer/EIN0770031673
ReturnHeader/Filer/PhoneNum07149254484
ReturnHeader/Filer/USAddress/AddressLine1Txt08132 WALKER ST
ReturnHeader/Filer/USAddress/CityNm0LA PALMA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd090623
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0833276735
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Fifield & Jamieson Accountancy PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt011021 Winners Circle Suite 106
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Los Alamitos
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd090720
ReturnHeader/PreparerPersonGrp/PhoneNum07148219690
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEVEN FIFIELD CPA
ReturnHeader/ReturnTs02020-11-16T09:41:12-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$35,916
Liabilities
-
Net assets
$35,916
Revenue
$32,059
Expenses
$15,374
Net income
$16,685
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$22.9$22.9$25.6$23.8$1.76
2022Detailed filing. Detailed filing data is available for this year.$21.2$21.2$30.5$40.4$9.88
2021Detailed filing. Detailed filing data is available for this year.$31.1$31.1$2.03$6.89$4.86
2020Detailed filing. Detailed filing data is available for this year.$35.9$35.9$32.1$15.4$16.7
2019Detailed filing. Detailed filing data is available for this year.$19.2$0.00$19.2$38.1$35.4$2.68