Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

990EZ • Fiscal year 2024 • EIN 87-1373355

Jul 01, 2023 to Jun 30, 2024 • Filed on Nov 26, 2024

Organization ProfileN/A
30344 Stage Coach RoadMenifee, CA 92584

(310) 909-4556

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

56th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

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

Liabilities / Revenue

57th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

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

Net Margin

31st percentile

-6.4%

Higher net margin than 31% 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

83rd percentile

43%

Faster asset growth than 83% of similar nonprofits.

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

Revenue Growth

35th percentile

-8.8%

Faster revenue growth than 35% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$29,023

Up $8,707 (+43%) from 2023

Net Assets

Up

$29,023

Up $8,707 (+43%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin31st percentile

Revenue

Down

$86,093

Down $8,347 (-8.8%) from 2023

Expenses

Up

$91,564

Up $17,440 (+24%) from 2023

Net Income

Down

-$5,471

Down $25,787 (-127%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth83rd percentile

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

$40K$30K$20K$10K$0Assets 2022: $36,206Net Assets 2022: $36,2062022Assets 2023: $20,316Liabilities 2023: $0Net Assets 2023: $20,3162023Assets 2024: $29,023Liabilities 2024: $0Net Assets 2024: $29,0232024Assets 2025: $21,086Liabilities 2025: $0Net Assets 2025: $21,0862025

Highlighted filing

2024

Assets$29,023
Liabilities$0
Net Assets$29,023
Open 2024 Filing

Operations Trend

Revenue Growth35th percentile

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

$100K$50K$0-$50KRevenue 2022: $69,421Expenses 2022: $33,215Net Income 2022: $36,2062022Revenue 2023: $94,440Expenses 2023: $74,124Net Income 2023: $20,3162023Revenue 2024: $86,093Expenses 2024: $91,564Net Income 2024: -$5,4712024Revenue 2025: $66,093Expenses 2025: $74,030Net Income 2025: -$7,9372025

Highlighted filing

2024

Revenue$86,093
Expenses$91,564
Net Income-$5,471
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Nov 26, 2024
Return Version
2023v5.1
Gross Receipts
$86,093
Mission and Program Overview

Mission

Parent and teacher association purposes to support the academic and social experiene of elementary school aged children

SEE SCHEDULE O

Program Services

DescriptionGrantsExpenses
TO GENERATE INCOME TO SUPPORT THE SCHOOL AND ITS STUDENTS--
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SOPHA ROSENZWEIGPresident-$0--
MICHELLE SINGLETONTreasurer-$0--
SASHA NIXONSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Taawila Elementary Pta
EIN
87-1373355
Address
30344 STAGE COACH ROAD, Menifee, CA 92584

Signing Officer

Name
Sopha Rosenzweig
Title
President
Phone
3109094556
Signed
2024-11-26
Discuss with paid preparer
No

Preparer

Firm
Pham CPA
Address
24939 Destry Drive, Menifee, CA 92584
Preparer
Marc Pham
Phone
8042451945
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

“Description AmountPROGRAM EXPENSES 91,564”

Part III response or note to any other line in Part III

“Parent and teacher association primary purpose is to support the academic and social experience of elementary school aged children”

Raw XML Appendix138 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/PersonNm0TAAWILA ELEMENTARY
IRS990EZ/BooksInCareOfDetail/PhoneNum03109094556
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt030344 STAGE COACH RD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Menifee
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092584
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt034494
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt029023
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-5471
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt034494
IRS990EZ/Form990TotalAssetsGrp/EOYAmt029023
IRS990EZ/GrossReceiptsAmt086093
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt01604
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt034494
IRS990EZ/NetAssetsOrFundBalancesEOYAmt029023
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt034494
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt029023
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20.00
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/PersonNm0SOPHA ROSENZWEIG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MICHELLE SINGLETON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2SASHA NIXON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt091564
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SEE SCHEDULE O
IRS990EZ/ProgramServiceRevenueAmt084489
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO GENERATE INCOME TO SUPPORT THE SCHOOL AND ITS STUDENTS
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt091564
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt086093
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt01604
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0851
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt01140
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt03595
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt084488
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt093589
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt068281
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt01
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt01
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0246360
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal509Amt0249955
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt086092
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt094440
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt069421
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt01
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt01
IRS990ScheduleA/Total509Grp/TotalAmt0249955
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt086092
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt094440
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt069421
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt01
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt01
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0249955
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountPROGRAM EXPENSES 91,564
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PARENT AND TEACHER ASSOCIATION PRIMARY PURPOSE IS TO SUPPORT THE ACADEMIC AND SOCIAL EXPERIENCE OF ELEMENTARY SCHOOL AGED CHILDREN
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Part III response or note to any other line in Part III
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0SOPHA ROSENZWEIG
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum03109094556
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0TAAWILA ELEMENTARY PTA
ReturnHeader/Filer/BusinessNameControlTxt0TAAW
ReturnHeader/Filer/EIN0871373355
ReturnHeader/Filer/USAddress/AddressLine1Txt030344 STAGE COACH ROAD
ReturnHeader/Filer/USAddress/CityNm0Menifee
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092584
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0472779537
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PHAM CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt024939 Destry Drive
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Menifee
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092584
ReturnHeader/PreparerPersonGrp/PhoneNum08042451945
ReturnHeader/PreparerPersonGrp/PreparationDt02024-11-26
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Marc Pham
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02024-11-26T12:28:42-05:00
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
$29,023
Liabilities
$0
Net assets
$29,023
Revenue
$86,093
Expenses
$91,564
Net income
-$5,471
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$21.1$0.00$21.1$66.1$74.0$7.94
2024Detailed filing. Detailed filing data is available for this year.$29.0$0.00$29.0$86.1$91.6$5.47
2023Detailed filing. Detailed filing data is available for this year.$20.3$0.00$20.3$94.4$74.1$20.3
2022Detailed filing. Detailed filing data is available for this year.$36.2$36.2$69.4$33.2$36.2