Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

990EZ • Fiscal year 2022 • EIN 90-0409365

Jul 01, 2021 to Jun 30, 2022 • Filed on Nov 09, 2022

Organization ProfileN/A
1015 Carnation LaneBeaumont, CA 92223

(909) 855-1097

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

56th percentile

0.00x

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Net Margin

22nd percentile

-15%

Higher net margin than 22% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2022

Asset Growth

19th percentile

-24%

Faster asset growth than 19% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets55th percentile

Assets

Down

$14,231

Down $4,391 (-24%) from 2021

Net Assets

Down

$14,231

Down $4,391 (-24%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin22nd percentile

Revenue

Up

$29,278

Up $33,623 (+774%) from 2021

Expenses

Up

$33,669

Up $29,833 (+778%) from 2021

Net Income

Up

-$4,391

Up $3,790 (+46%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth19th percentile

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

$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

2022

Assets$14,231
Liabilities$0
Net Assets$14,231
Open 2022 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this 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

2022

Revenue$29,278
Expenses$33,669
Net Income-$4,391
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Nov 9, 2022
Return Version
2021v4.2
Gross Receipts
$32,812
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.-$25,533
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
MICHELE MARMONPresidentPT$0--
JENNIFER AGUILARVice PresidentPT$0--
ADRIANA RUELASTreasurerPT$0--
NINA RODRIGUEZSecretaryPT$0--
Filing and Contact Details

Filer

Filer Name
Anna Hause Pta
EIN
90-0409365
Address
1015 CARNATION LANE, BEAUMONT, CA 92223

Signing Officer

Name
Michele Marmon
Title
President
Signed
2022-11-09
Discuss with paid preparer
Yes

Preparer

Firm
Tax Cottage
Address
783 W Ramsey St Ste A, Banning, CA 92220
Preparer
Lisa Redwine
Phone
9519220445
Supplemental Narrative

Additional Explanations

Description of other revenue Part I line 8

“Description amountmembership dues 266”

Description of other expenses Part I line 16

“Description amountbook fairs 4,040fall festival 50assemblies expense 1,665pta operating expense 289first grade field trip 1,104misc exp. Printing supp tshirt sale 6,0584th grade field trip 1,8905th grade field trip 4,847k-5 contribution expenses 2,607clubs & family night 113insurance expense 258other expense 268membership dues 144bank charges 50supplies 136bank charges expense (50)promotions 853trophies 882membership disbursements 1,235field trip all 7,230”

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/PersonNm0MICHELLE MARMON
IRS990EZ/BooksInCareOfDetail/PhoneNum09098551097
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01015 CARNATION LANE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0BEAUMONT
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092223
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt018622
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt014231
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt010991
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-4391
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt018622
IRS990EZ/Form990TotalAssetsGrp/EOYAmt014231
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt032812
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt018622
IRS990EZ/NetAssetsOrFundBalancesEOYAmt014231
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt018622
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt014231
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/PersonNm0MICHELE MARMON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JENNIFER AGUILAR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ADRIANA RUELAS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3NINA RODRIGUEZ
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/OtherExpensesTotalAmt033669
IRS990EZ/OtherRevenueTotalAmt0266
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROMOTING STUDENT ACHIEVEMENT
IRS990EZ/ProgramServiceRevenueAmt021555
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0FIELD TRIPS FOR STUDENTS; ASSEMBLIES, YEARBOOK, READING PROGRAMS AND AWARDS. TEACHER APPRECIATION, BACK TO SCHOOL NIGHT.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt025533
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt03534
IRS990EZ/SpecialEventsNetIncomeLossAmt0-3534
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt033669
IRS990EZ/TotalProgramServiceExpensesAmt025533
IRS990EZ/TotalRevenueAmt029278
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt010991
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt03165
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt06485
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt03853
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt04496
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt028990
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt021555
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt05
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt039253
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt028961
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt050114
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0139888
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0168878
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt032546
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt03170
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt045738
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt032814
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt054610
IRS990ScheduleA/Total509Grp/TotalAmt0168878
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt032546
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt03170
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt045738
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt032814
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt054610
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0168878
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION AMOUNTMEMBERSHIP DUES 266
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION AMOUNTBOOK FAIRS 4,040FALL FESTIVAL 50ASSEMBLIES EXPENSE 1,665PTA OPERATING EXPENSE 289FIRST GRADE FIELD TRIP 1,104MISC EXP. PRINTING SUPP TSHIRT SALE 6,0584TH GRADE FIELD TRIP 1,8905TH GRADE FIELD TRIP 4,847K-5 CONTRIBUTION EXPENSES 2,607CLUBS & FAMILY NIGHT 113INSURANCE EXPENSE 258OTHER EXPENSE 268MEMBERSHIP DUES 144BANK CHARGES 50SUPPLIES 136BANK CHARGES EXPENSE (50)PROMOTIONS 853TROPHIES 882MEMBERSHIP DISBURSEMENTS 1,235FIELD TRIP ALL 7,230
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other revenue Part I line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL2
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd000
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MICHELE MARMON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ANNA HAUSE PTA
ReturnHeader/Filer/BusinessNameControlTxt0ANNA
ReturnHeader/Filer/EIN0900409365
ReturnHeader/Filer/USAddress/AddressLine1Txt01015 CARNATION LANE
ReturnHeader/Filer/USAddress/CityNm0BEAUMONT
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092223
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Tax Cottage
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0783 W Ramsey St Ste A
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Banning
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092220
ReturnHeader/PreparerPersonGrp/PhoneNum09519220445
ReturnHeader/PreparerPersonGrp/PreparationDt02022-11-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Lisa Redwine
ReturnHeader/ReturnTs02022-11-10T13:23:45-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MICHELE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MARMON
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$14,231
Liabilities
$0
Net assets
$14,231
Revenue
$29,278
Expenses
$33,669
Net income
-$4,391
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
2022Detailed filing. Detailed filing data is available for this year.$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