Civic Intelligence

PTA California Congress of Parents Teachers & Stud

EIN 90-0409365 • 501(c)3 • Beaumont, CA

Profile

Promoting student achievement

1015 Carnation LaneBeaumont, CA 92223
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

60th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

62nd percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2025

Net Margin

28th percentile

-13%

Higher net margin than 28% 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

23rd percentile

-39%

Faster asset growth than 23% of similar nonprofits.

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

Revenue Growth

29th percentile

-27%

Faster revenue growth than 29% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets60th percentile

Assets

Down

$8,316

Down $5,340 (-39%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

$8,316

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue62nd percentileNet Margin28th percentile

Revenue

Down

$42,460

Down $15,931 (-27%) from 2024

Expenses

Down

$47,800

Down $14,403 (-23%) from 2024

Net Income

Down

-$5,340

Down $1,528 (-40%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth23rd percentile

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

$40K$30K$20K$10K$0Assets 2014: $9,763Liabilities 2014: $02014Assets 2016: $6,857Liabilities 2016: $0Net Assets 2016: $6,8572016Assets 2017: $10,730Liabilities 2017: $0Net Assets 2017: $10,7302017Assets 2018: $17,375Liabilities 2018: $0Net Assets 2018: $17,3752018Assets 2019: $17,557Liabilities 2019: $02019Assets 2020: $36,633Liabilities 2020: $0Net Assets 2020: $36,6332020Assets 2021: $18,622Liabilities 2021: $0Net Assets 2021: $18,6222021Assets 2022: $14,231Liabilities 2022: $0Net Assets 2022: $14,2312022Assets 2023: $17,467Liabilities 2023: $02023Assets 2024: $13,656Liabilities 2024: $02024Assets 2025: $8,316Liabilities 2025: $0Net Assets 2025: $8,3162025

Highlighted filing

2025

Assets$8,316
Liabilities$0
Net Assets$8,316
Open 2025 Filing

Operations Trend

Revenue Growth29th percentile

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

$100K$50K$0-$50KRevenue 2014: $57,380Expenses 2014: $55,387Net Income 2014: $1,9932014Revenue 2016: $50,421Expenses 2016: $49,788Net Income 2016: $6332016Revenue 2017: $64,518Expenses 2017: $60,645Net Income 2017: $3,8732017Revenue 2018: $87,690Expenses 2018: $81,045Net Income 2018: $6,6452018Revenue 2019: $72,149Expenses 2019: $67,859Net Income 2019: $4,2902019Revenue 2020: $84,522Expenses 2020: $65,446Net Income 2020: $19,0762020Revenue 2021: -$4,345Expenses 2021: $3,836Net Income 2021: -$8,1812021Revenue 2022: $29,278Expenses 2022: $33,669Net Income 2022: -$4,3912022Revenue 2023: $67,091Expenses 2023: $63,855Net Income 2023: $3,2362023Revenue 2024: $58,391Expenses 2024: $62,203Net Income 2024: -$3,8122024Revenue 2025: $42,460Expenses 2025: $47,800Net Income 2025: -$5,3402025

Highlighted filing

2025

Revenue$42,460
Expenses$47,800
Net Income-$5,340
Open 2025 Filing

Filings

Most recent year

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

Open filing
Assets
$8,316
Liabilities
$0
Net assets
$8,316
Revenue
$42,460
Expenses
$47,800
Net income
-$5,340
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$8.32$0.00$8.32$42.5$47.8$5.34
2024Summary only. Only limited summary data is available for this year.$13.7$0.00$58.4$62.2$3.81
2023Summary only. Only limited summary data is available for this year.$17.5$0.00$67.1$63.9$3.24
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$14.2$0.00$14.2$29.3$33.7$4.39
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$18.6$0.00$18.6$4.35$3.84$8.18
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$36.6$0.00$36.6$84.5$65.4$19.1
2019Summary only. Only limited summary data is available for this year.$17.6$0.00$72.1$67.9$4.29
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$17.4$0.00$17.4$87.7$81.0$6.65
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.7$0.00$10.7$64.5$60.6$3.87
2016Detailed filing. Detailed filing data is available for this year.$6.86$0.00$6.86$50.4$49.8$0.63
2014Summary only. Only limited summary data is available for this year.$9.76$0.00$57.4$55.4$1.99
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Sep 2, 2025
Return Version
2024v5.2
Gross Receipts
$47,529
Mission and Program Overview

Mission

Promoting student achievement

Program Services

DescriptionGrantsExpenses
FIELD TRIPS FOR STUDENTS; ASSEMBLIES, YEARBOOK, READING PROGRAMS AND AWARDS. TEACHER APPRECIATION, BACK TO SCHOOL NIGHT.-$35,886
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JENNIFER AGUILARPresidentPT$0--
MICHELE MARMONVice PresidentPT$0--
KATHRYN MYRDAHLTreasurerPT$0--
EMYLEE CRUZSecretaryPT$0--
Filing and Contact Details

Filer

Filer Name
Anna Hause Pta
EIN
90-0409365
In Care Of
% JENNIFER AGUILAR
Address
1015 CARNATION LANE, BEAUMONT, CA 92223

Signing Officer

Name
Jennifer Aguilar
Title
President
Phone
9095566134
Signed
2025-09-02
Discuss with paid preparer
Yes

Preparer

Firm
Tax Cottage
Address
783 W Ramsey St SteA, Banning, CA 92220
Preparer
Grace Ashmore
Phone
9519220445
Supplemental Narrative

Additional Explanations

Description of other revenue Part I line 8

“Description amountfall festival income 8,926membership income 213”

Description of other expenses Part I line 16

“Description amountother expense 10supplies 11membership dues expense 193bank charges 59pta operating expenses 1,939assemblies 3,049promotions 1,781fall festival 9,168spring dance 2,469kindergarten field trips 2571st grade field trips 3,3932nd grade field trips 1,3513rd grade field trips 1,5494th grade field trips 4905th grade field trips 422running club 139teacher appreciation expense 2,230spring book fair 5,467k through 5th contribution expense 6,875attendance rewards 312read a thon 449family night 723field trips sped 60sped contribution 37spiritwear expense 1,055red ribbon week 384fnl expense 1,183caasp testing 268school beautification 105volunteer tea 152hospitality expense 413field trip-all 1,807”

Raw XML Appendix154 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/PersonNm0JENNIFER AGUILAR
IRS990EZ/BooksInCareOfDetail/PhoneNum09095566134
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01015 CARNATION LANE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0BEAUMONT
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092223
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt013656
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt08316
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt013972
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-5340
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt013656
IRS990EZ/Form990TotalAssetsGrp/EOYAmt08316
IRS990EZ/GrossReceiptsAmt047529
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt013656
IRS990EZ/NetAssetsOrFundBalancesEOYAmt08316
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt013656
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt08316
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt210.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt310.00
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/PersonNm0JENNIFER AGUILAR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MICHELE MARMON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2KATHRYN MYRDAHL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3EMYLEE CRUZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt047800
IRS990EZ/OtherRevenueTotalAmt09139
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROMOTING STUDENT ACHIEVEMENT
IRS990EZ/ProgramServiceRevenueAmt024418
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0FIELD TRIPS FOR STUDENTS; ASSEMBLIES, YEARBOOK, READING PROGRAMS AND AWARDS. TEACHER APPRECIATION, BACK TO SCHOOL NIGHT.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt035886
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt05069
IRS990EZ/SpecialEventsNetIncomeLossAmt0-5069
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt047800
IRS990EZ/TotalProgramServiceExpensesAmt035886
IRS990EZ/TotalRevenueAmt042460
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt013973
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt034530
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt010991
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt03165
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt062659
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt024419
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt014764
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt021555
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt05
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt060743
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0123402
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt038392
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt049294
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt032546
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt03170
IRS990ScheduleA/Total509Grp/TotalAmt0123402
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt038392
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt049294
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt032546
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt03170
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0123402
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION AMOUNTFALL FESTIVAL INCOME 8,926MEMBERSHIP INCOME 213
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION AMOUNTOTHER EXPENSE 10SUPPLIES 11MEMBERSHIP DUES EXPENSE 193BANK CHARGES 59PTA OPERATING EXPENSES 1,939ASSEMBLIES 3,049PROMOTIONS 1,781FALL FESTIVAL 9,168SPRING DANCE 2,469KINDERGARTEN FIELD TRIPS 2571ST GRADE FIELD TRIPS 3,3932ND GRADE FIELD TRIPS 1,3513RD GRADE FIELD TRIPS 1,5494TH GRADE FIELD TRIPS 4905TH GRADE FIELD TRIPS 422RUNNING CLUB 139TEACHER APPRECIATION EXPENSE 2,230SPRING BOOK FAIR 5,467K THROUGH 5TH CONTRIBUTION EXPENSE 6,875ATTENDANCE REWARDS 312READ A THON 449FAMILY NIGHT 723FIELD TRIPS SPED 60SPED CONTRIBUTION 37SPIRITWEAR EXPENSE 1,055RED RIBBON WEEK 384FNL EXPENSE 1,183CAASP TESTING 268SCHOOL BEAUTIFICATION 105VOLUNTEER TEA 152HOSPITALITY EXPENSE 413FIELD TRIP-ALL 1,807
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other revenue Part I line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JENNIFER AGUILAR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09095566134
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-09-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ANNA HAUSE PTA
ReturnHeader/Filer/BusinessNameControlTxt0ANNA
ReturnHeader/Filer/EIN0900409365
ReturnHeader/Filer/InCareOfNm0% JENNIFER AGUILAR
ReturnHeader/Filer/USAddress/AddressLine1Txt01015 CARNATION LANE
ReturnHeader/Filer/USAddress/CityNm0BEAUMONT
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092223
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0330867126
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Tax Cottage
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0783 W Ramsey St SteA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Banning
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092220
ReturnHeader/PreparerPersonGrp/PhoneNum09519220445
ReturnHeader/PreparerPersonGrp/PreparationDt02025-09-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GRACE ASHMORE
ReturnHeader/ReturnTs02025-09-02T18:56:13-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 501(c)3 • <$500k nonprofits