Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

990EZ • Fiscal year 2020 • EIN 90-0740987

Jul 01, 2019 to Jun 30, 2020 • Filed on Sep 22, 2020

2620 Orange AvLa Crescenta, CA 91214

(818) 248-2617

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2020

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2020

Net Margin

70th percentile

21%

Higher net margin than 70% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

73rd percentile

30%

Faster asset growth than 73% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

37th percentile

-28%

Faster revenue growth than 37% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Assets

Up

$101,107

Up $23,453 (+30%) from 2019

Net Assets

Up

$101,107

Up $23,453 (+30%) from 2019

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$111,550

Down $43,181 (-28%) from 2019

Expenses

Down

$88,097

Down $66,936 (-43%) from 2019

Net Income

Up

$23,453

Up $23,755 (+7866%) from 2019

Historical Trend

Balance Sheet Trend

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

$200K$150K$100K$50K$0Assets 2013: $141,125Liabilities 2013: $0Net Assets 2013: $141,1252013Assets 2014: $132,020Liabilities 2014: $02014Assets 2015: $147,190Net Assets 2015: $147,1902015Assets 2016: $166,202Net Assets 2016: $166,2022016Assets 2017: $134,326Net Assets 2017: $134,3262017Assets 2018: $77,956Net Assets 2018: $77,9562018Assets 2019: $77,654Net Assets 2019: $77,6542019Assets 2020: $101,107Net Assets 2020: $101,1072020Assets 2021: $120,283Net Assets 2021: $120,2832021Assets 2022: $93,542Net Assets 2022: $93,5422022Assets 2023: $89,184Net Assets 2023: $89,1842023Assets 2024: $57,788Liabilities 2024: $02024Assets 2025: $76,837Net Assets 2025: $76,8372025

Highlighted filing

2020

Assets$101,107
Liabilities-
Net Assets$101,107

Operations Trend

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

$200K$100K$0-$100KExpenses 2013: $76,3172013Revenue 2014: $112,907Expenses 2014: $122,012Net Income 2014: -$9,1052014Revenue 2015: $105,767Expenses 2015: $90,597Net Income 2015: $15,1702015Revenue 2016: $110,269Expenses 2016: $91,257Net Income 2016: $19,0122016Revenue 2017: $118,720Expenses 2017: $150,596Net Income 2017: -$31,8762017Revenue 2018: $127,091Expenses 2018: $183,461Net Income 2018: -$56,3702018Revenue 2019: $154,731Expenses 2019: $155,033Net Income 2019: -$3022019Revenue 2020: $111,550Expenses 2020: $88,097Net Income 2020: $23,4532020Revenue 2021: $76,613Expenses 2021: $57,437Net Income 2021: $19,1762021Revenue 2022: $92,998Expenses 2022: $119,739Net Income 2022: -$26,7412022Revenue 2023: $97,144Expenses 2023: $101,502Net Income 2023: -$4,3582023Revenue 2024: $75,789Expenses 2024: $107,185Net Income 2024: -$31,3962024Revenue 2025: $108,448Expenses 2025: $89,399Net Income 2025: $19,0492025

Highlighted filing

2020

Revenue$111,550
Expenses$88,097
Net Income$23,453
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Sep 22, 2020
Return Version
2019v5.0
Gross Receipts
$138,258
Mission and Program Overview

Mission

The purpose of this association, in common with the purposes of the national pta and the california state pta, are: a. To promote the welfare of the children and youth in home, school, community, and place of worship. B. To raise the standards of home life. C. To secure adequate laws for the care and protection of children and youth.

Program Services

DescriptionGrantsExpenses
OTHER PROGRAM EXPENSES$29,230-
TELEVISIONS FOR CLASSROOMS$21,087-
PRIMARY MUSIC PROGRAM$17,520-
LOWER GRADE PE ASSISTANT$15,000-
LIBRARY PROGRAMS$5,260-
CHROME BOOKS--
ACCELERATED READING PROGRAM--
SHADE STRUCTURE--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
KARIN GRAVERPresidentPT$0--
MARISTELA CHOVice PresidentPT$0--
UNA CHUNG-IWASAKA3rd VPPT$0--
ANNA BRUCK4th VPPT$0--
JENNIFER PARKTreasurerPT$0--
MEGHAN ULFELDT5th VPPT$0--
STEPHANIE FLANAGAN2nd VPPT$0--
TANYA SELLERS1st VPPT$0--
JANNY KIMFinancial Secty-$0--
ROOBINA KAHDIANAuditorPT$0--
REBECCA JOHNSONParliamentarianPT$0--
ANN EDWARDSSecretary-$0--
LIA JOHNSONHistorian-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Campaign$74,982$74,982$379$74,603
Other Events$19,208$19,208$13,265$5,943
Total Events$122,040$122,040$24,764$97,276
Filing and Contact Details

Filer

Filer Name
Monte Vista Elementary School PTA
EIN
90-0740987
Phone
8182482617
Address
2620 Orange Av, La Crescenta, CA 91214

Signing Officer

Name
Karin Graver
Title
President
Signed
2020-09-22
Discuss with paid preparer
Yes

Preparer

Firm
Kelly and Small CPAs LLP
Address
P O Box 598, Montrose, CA 91021-0598
Preparer
David B Small
Phone
8182499896
Supplemental Narrative

Additional Explanations

Other Expenses.1

Televisons for classrooms $21087

Other Expenses.2

Primary music programs $17520

Other Expenses.3

Primary pe assistant $15000

Other Expenses.4

CLASSROOM FUNDS $5143

Other Expenses.5

Library & lab assistants $3760

Other Expenses.6

SCHOLASTIC NEWS $3035

Other Expenses.7

Social studies supplies $3019

Other Expenses.8

OUTDOOR SYSTEM $2246

Other Expenses.9

SCHOLARSHIPS CVHS $2000

Other Expenses.10

GARDENING CLUB $1688

Other Expenses.11

BLUE RIBBON WEEK $1537

Other Expenses.12

TREASURY EXPENSE $1504

Other Expenses.13

LIBRARY $1500

Other Expenses.14

6th grade breakfast/promotion $1299

Other Expenses.15

ASSEMBLIES $1245

Other Expenses.16

Glaze and clay projects $777

Other Expenses.17

SCHOOL NEWSPAPER $756

Other Expenses.18

Benchmark adv programs $737

Other Expenses.19

FOUNDERS CELEB $500

Other Expenses.20

HOWDY COFFEE $458

Other Expenses.21

MEET THE MASTERS $439

Other Expenses.22

HOLIDAY DINNER $417

Other Expenses.23

Honorary service awards $338

Other Expenses.24

PRESIDENT'S EXPENSE $315

Other Expenses.25

QUARTERLY MEETINGS $274

Other Expenses.26

STARFALL $270

Other Expenses.27

INSTALLATION $250

Other Expenses.28

INSURANCE $232

Other Expenses.29

Random acts of kindness $203

Other Expenses.30

COUNCIL $150

Other Expenses.31

WALK TO SCHOOL $132

Other Expenses.32

REFLECTIONS $102

Other Expenses.33

Summer reading program $90

Other Expenses.34

SCHOOL SUPPLY KITS $54

Other Expenses.35

PTA CONVENTION $20

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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TELEVISONS FOR CLASSROOMS $21087
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PRIMARY MUSIC PROGRAMS $17520
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PRIMARY PE ASSISTANT $15000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3CLASSROOM FUNDS $5143
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4LIBRARY & LAB ASSISTANTS $3760
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5SCHOLASTIC NEWS $3035
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6SOCIAL STUDIES SUPPLIES $3019
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7OUTDOOR SYSTEM $2246
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8SCHOLARSHIPS CVHS $2000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9GARDENING CLUB $1688
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10BLUE RIBBON WEEK $1537
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11TREASURY EXPENSE $1504
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12LIBRARY $1500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt136TH GRADE BREAKFAST/PROMOTION $1299
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14ASSEMBLIES $1245
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15GLAZE AND CLAY PROJECTS $777
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16SCHOOL NEWSPAPER $756
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17BENCHMARK ADV PROGRAMS $737
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt18FOUNDERS CELEB $500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt19HOWDY COFFEE $458
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt20MEET THE MASTERS $439
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt21HOLIDAY DINNER $417
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt22HONORARY SERVICE AWARDS $338
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt23PRESIDENT'S EXPENSE $315
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt24QUARTERLY MEETINGS $274
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt25STARFALL $270
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt26INSTALLATION $250
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt27INSURANCE $232
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt28RANDOM ACTS OF KINDNESS $203
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt29COUNCIL $150
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt30WALK TO SCHOOL $132
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt31REFLECTIONS $102
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt32SUMMER READING PROGRAM $90
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt33SCHOOL SUPPLY KITS $54
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt34PTA CONVENTION $20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Expenses.12
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Other Expenses.13
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Other Expenses.14
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Other Expenses.15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Other Expenses.16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc16Other Expenses.17
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc17Other Expenses.18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc18Other Expenses.19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc19Other Expenses.20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc20Other Expenses.21
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc21Other Expenses.22
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc22Other Expenses.23
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc23Other Expenses.24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc24Other Expenses.25
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc25Other Expenses.26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc26Other Expenses.27
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc27Other Expenses.28
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc28Other Expenses.29
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc29Other Expenses.30
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc30Other Expenses.31
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc31Other Expenses.32
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc32Other Expenses.33
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc33Other Expenses.34
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc34Other Expenses.35
ReturnHeader/BuildTS02022-01-07 14:23:13Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KARIN GRAVER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-09-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Monte Vista Elementary School PTA
ReturnHeader/Filer/BusinessNameControlTxt0MONT
ReturnHeader/Filer/EIN0900740987
ReturnHeader/Filer/PhoneNum08182482617
ReturnHeader/Filer/USAddress/AddressLine1Txt02620 Orange Av
ReturnHeader/Filer/USAddress/CityNm0La Crescenta
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd091214
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0954610749
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Kelly and Small CPAs LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0P O Box 598
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Montrose
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0910210598
ReturnHeader/PreparerPersonGrp/PhoneNum08182499896
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID B SMALL
ReturnHeader/ReturnTs02020-09-22T14:25:05-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.77$0.77$1.08$0.89$0.19
2024Summary only. Only limited summary data is available for this year.$0.58$0.00$0.76$1.07$0.31
2023Detailed filing. Detailed filing data is available for this year.$0.89$0.89$0.97$1.02$0.04
2022Detailed filing. Detailed filing data is available for this year.$0.94$0.94$0.93$1.20$0.27
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.20$1.20$0.77$0.57$0.19
2020Detailed filing. Detailed filing data is available for this year.$1.01$1.01$1.12$0.88$0.23
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.78$0.78$1.55$1.55$0.00
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.78$0.78$1.27$1.83$0.56
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.34$1.34$1.19$1.51$0.32
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.66$1.66$1.10$0.91$0.19
2015Detailed filing. Detailed filing data is available for this year.$1.47$1.47$1.06$0.91$0.15
2014Summary only. Only limited summary data is available for this year.$1.32$0.00$1.13$1.22$0.09
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.41$0.00$1.41$0.76