Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

990EZ • Fiscal year 2024 • EIN 88-1864499

Jul 01, 2023 to Jun 30, 2024 • Filed on Nov 12, 2024

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

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

45th percentile

1.0%

Higher net margin than 45% 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

55th percentile

3.9%

Faster asset growth than 55% of similar nonprofits.

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

Revenue Growth

20th percentile

-28%

Faster revenue growth than 20% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$10,208

Up $379 (+3.9%) from 2023

Net Assets

Up

$10,208

Up $379 (+3.9%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin45th percentile

Revenue

Down

$37,910

Down $15,061 (-28%) from 2023

Expenses

Down

$37,531

Down $5,611 (-13%) from 2023

Net Income

Down

$379

Down $9,450 (-96%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth55th percentile

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

2024

Assets$10,208
Liabilities$0
Net Assets$10,208
Open 2024 Filing

Operations Trend

Revenue Growth20th percentile

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

2024

Revenue$37,910
Expenses$37,531
Net Income$379
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Nov 12, 2024
Return Version
2023v5.1
Gross Receipts
$84,149
Mission and Program Overview

Mission

Enrichment of parent/teachers/ students

Program Services

DescriptionGrantsExpenses
EDUCATION ENRICHMENT FOR LA MERCED ACADEMY STUDENTSTHESE INCLUDE; PROGRAMS$0$16,816
PROVIDE ACTIVITIES FOR STUDENTS, FAMILY & FACULTY, INCLUDING COMMUNICATIONS AND INCENTIVES.THESE INCLUDE; FIELD TRIPS, GRANTS$0$16,193
PROVIDE ASSISTANCE TO TEACHERS, STAFF, PTA$0$3,413
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SYLVIA PALOMARESPresidentPT$0--
NANCY HERNANDEZTreasurerPT$0--
ARCELIA PONCESecretaryPT$0--
SANDRA RODRIGUEZVice PresidentPT$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
2024-11-12
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

“PAYPAL 244.”

Form 990EZ, Part I, Line 8

“TALENT SHOW 289.”

Form 990EZ, Part I, Line 16

“FIELD TRIPS 15128.”

Form 990EZ, Part I, Line 16

“MISC & SUPPLIES 322.”

Form 990EZ, Part I, Line 16

“PROGRAMS 16816.”

Form 990EZ, Part I, Line 16

“PTA 15.”

Form 990EZ, Part I, Line 16

“TEACHERS AND STAFF 902.”

Form 990EZ, Part I, Line 16

“TAX PREP 160.”

Form 990EZ, Part I, Line 16

“ASSESSMENT 482.”

Form 990EZ, Part I, Line 16

“GRANT 1065.”

Form 990EZ, Part I, Line 16

“PTA 602.”

Form 990EZ, Part I, Line 16

“HSA 1610.”

Form 990EZ, Part I, Line 16

“Paypay processing fee 429.”

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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0SYLVIA PALAMARES
IRS990EZ/BooksInCareOfDetail/PhoneNum03236272744
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0720 N 1ST STREET
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0MONTEBELLO
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd090640
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt09829
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt010208
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt04924
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0379
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt09829
IRS990EZ/Form990TotalAssetsGrp/EOYAmt010208
IRS990EZ/FundraisingGrossIncomeAmt078114
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt084149
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0578
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt09829
IRS990EZ/NetAssetsOrFundBalancesEOYAmt010208
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt09829
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt010208
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt020.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt115.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt215.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt315.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0SYLVIA PALOMARES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1NANCY HERNANDEZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ARCELIA PONCE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3SANDRA RODRIGUEZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VICE PRESIDENT
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt037531
IRS990EZ/OtherRevenueTotalAmt0533
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, GRANTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2PROVIDE ASSISTANCE TO TEACHERS, STAFF, PTA
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt20
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt016816
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt116193
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt23413
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt046239
IRS990EZ/SpecialEventsNetIncomeLossAmt031875
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt037531
IRS990EZ/TotalProgramServiceExpensesAmt036422
IRS990EZ/TotalRevenueAmt037910
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt04924
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt07534
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt012458
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt078114
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt077311
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0155425
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0167883
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt083038
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt084845
IRS990ScheduleA/Total509Grp/TotalAmt0167883
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0167883
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PAYPAL 244.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1TALENT SHOW 289.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2FIELD TRIPS 15128.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3MISC & SUPPLIES 322.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4PROGRAMS 16816.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5PTA 15.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6TEACHERS AND STAFF 902.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7TAX PREP 160.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8ASSESSMENT 482.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9GRANT 1065.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10PTA 602.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11HSA 1610.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12PAYPAY PROCESSING FEE 429.
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
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SYLVIA PALOMARES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum03237215043
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-12
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/PreparationDt02024-11-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Barbara Dunagan
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02024-11-12T12:52:12-08:00
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
$10,208
Liabilities
$0
Net assets
$10,208
Revenue
$37,910
Expenses
$37,531
Net income
$379
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