Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

990EZ • Fiscal year 2023 • EIN 88-1864499

Jul 01, 2022 to Jun 30, 2023 • Filed on Nov 12, 2023

Organization ProfileN/A
724 N Poplar AveMontebello, CA 90640

(323) 721-5043

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

59th percentile

0.00x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

72nd percentile

19%

Higher net margin than 72% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

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.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2023

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2023

Balance Sheet
Liabilities / Assets58th percentile

Assets

$9,829

No earlier filing loaded for comparison.

Net Assets

$9,829

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin72nd percentile

Revenue

$52,971

No earlier filing loaded for comparison.

Expenses

$43,142

No earlier filing loaded for comparison.

Net Income

$9,829

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$15K$10K$5.0K$0Assets 2023: $9,829Liabilities 2023: $0Net Assets 2023: $9,8292023Assets 2024: $10,208Liabilities 2024: $0Net Assets 2024: $10,2082024Assets 2025: $10,681Net Assets 2025: $10,6812025

Highlighted filing

2023

Assets$9,829
Liabilities$0
Net Assets$9,829
Open 2023 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$60K$40K$20K$0Revenue 2023: $52,971Expenses 2023: $43,142Net Income 2023: $9,8292023Revenue 2024: $37,910Expenses 2024: $37,531Net Income 2024: $3792024Revenue 2025: $43,860Expenses 2025: $43,387Net Income 2025: $4732025

Highlighted filing

2023

Revenue$52,971
Expenses$43,142
Net Income$9,829
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Nov 12, 2023
Return Version
2022v5.0
Gross Receipts
$95,739
Mission and Program Overview

Mission

Enrichment of parent/teachers/ students

Program Services

DescriptionGrantsExpenses
PROVIDE ACTIVITIES FOR STUDENTS, FAMILY & FACULTY, INCLUDING COMMUNICATIONS AND INCENTIVES.THESE INCLUDE; FIELD TRIPS, PROGRAMS, 5TH GRADE PROMOTION,$0$26,781
PROVIDE ASSISTANCE TO TEACHERS, STAFF, PTA$0$4,414
EDUCATION ENRICHMENT FOR LA MERCED ACADEMY STUDENTSTHESE INCLUDE; PROGRAMS$0$3,800
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SYLVIA PALOMARESPresidentPT$0--
NANCY HERNANDEZTreasurerPT$0--
ERIKA CABRERA-MORIYAMASecretaryPT$0--
Filing and Contact Details

Filer

Filer Name
La Merced Academy Pta
EIN
88-1864499
Phone
3237215043
Address
724 N POPLAR AVE, MONTEBELLO, CA 90640

Signing Officer

Name
Sylvia Palomares
Title
President
Phone
3237215043
Signed
2023-11-12
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 8

“PROGRAMS 6801.”

Form 990EZ, Part I, Line 8

“SPIRIT WEAR 3463.”

Form 990EZ, Part I, Line 16

“COUNCIL 3424.”

Form 990EZ, Part I, Line 16

“ASSESSMENT FEE 200.”

Form 990EZ, Part I, Line 16

“PTA 332.”

Form 990EZ, Part I, Line 16

“MISC & SUPPLIES 201.”

Form 990EZ, Part I, Line 16

“TEACHERS AND STAFF 4121.”

Form 990EZ, Part I, Line 16

“PROGRAMS 25130.”

Form 990EZ, Part I, Line 16

“INSURANCE 272.”

Form 990EZ, Part I, Line 16

“MYPTEZ 139.”

Form 990EZ, Part I, Line 16

“Registry of charitable trust 25.”

Form 990EZ, Part I, Line 16

“BANK FEES 224.”

Form 990EZ, Part I, Line 16

“SPIRIT WEAR 2901.”

Form 990EZ, Part I, Line 16

“FIELD TRIPS 6173.”

Raw XML Appendix175 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/PersonNm0SYLVIA
IRS990EZ/BooksInCareOfDetail/PhoneNum03236272744
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0720 N 1ST STREET
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0MONTEBELLO
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd090640
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt00
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt09829
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt07534
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt09829
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt00
IRS990EZ/Form990TotalAssetsGrp/EOYAmt09829
IRS990EZ/FundraisingGrossIncomeAmt077311
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt095739
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitialReturnInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0630
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt00
IRS990EZ/NetAssetsOrFundBalancesEOYAmt09829
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt00
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt09829
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt020.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt115.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt215.00
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/PersonNm0SYLVIA PALOMARES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1NANCY HERNANDEZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ERIKA CABRERA-MORIYAMA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt043142
IRS990EZ/OtherRevenueTotalAmt010264
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0ENRICHMENT OF PARENT/TEACHERS/ STUDENTS
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0EDUCATION ENRICHMENT FOR LA MERCED ACADEMY STUDENTSTHESE INCLUDE; PROGRAMS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1PROVIDE ACTIVITIES FOR STUDENTS, FAMILY & FACULTY, INCLUDING COMMUNICATIONS AND INCENTIVES.THESE INCLUDE; FIELD TRIPS, PROGRAMS, 5TH GRADE PROMOTION,
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2PROVIDE ASSISTANCE TO TEACHERS, STAFF, PTA
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt20
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt03800
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt126781
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt24414
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt042768
IRS990EZ/SpecialEventsNetIncomeLossAmt034543
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt043142
IRS990EZ/TotalProgramServiceExpensesAmt034995
IRS990EZ/TotalRevenueAmt052971
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt07534
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt07534
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt077311
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt077311
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt084845
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt084845
IRS990ScheduleA/Total509Grp/TotalAmt084845
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt084845
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PROGRAMS 6801.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1SPIRIT WEAR 3463.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2COUNCIL 3424.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ASSESSMENT FEE 200.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4PTA 332.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5MISC & SUPPLIES 201.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6TEACHERS AND STAFF 4121.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7PROGRAMS 25130.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8INSURANCE 272.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9MYPTEZ 139.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10REGISTRY OF CHARITABLE TRUST 25.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11BANK FEES 224.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12SPIRIT WEAR 2901.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13FIELD TRIPS 6173.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 8
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
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SYLVIA PALOMARES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum03237215043
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LA MERCED ACADEMY PTA
ReturnHeader/Filer/BusinessNameControlTxt0LAME
ReturnHeader/Filer/EIN0881864499
ReturnHeader/Filer/PhoneNum03237215043
ReturnHeader/Filer/USAddress/AddressLine1Txt0724 N POPLAR AVE
ReturnHeader/Filer/USAddress/CityNm0MONTEBELLO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd090640
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0818136591
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/PreparationDt02023-11-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Barbara Dunagan
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02023-11-12T13:03:00-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0SYLVIA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0PALOMARES
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$9,829
Liabilities
$0
Net assets
$9,829
Revenue
$52,971
Expenses
$43,142
Net income
$9,829
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$10.7$10.7$43.9$43.4$0.47
2024Detailed filing. Detailed filing data is available for this year.$10.2$0.00$10.2$37.9$37.5$0.38
2023Detailed filing. Detailed filing data is available for this year.$9.83$0.00$9.83$53.0$43.1$9.83