Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

990EZ • Fiscal year 2022 • EIN 90-0740987

Jul 01, 2021 to Jun 30, 2022 • Filed on Sep 28, 2022

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 2022

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2022

Net Margin

15th percentile

-29%

Higher net margin than 15% of similar nonprofits.

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

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.

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

Asset Growth

20th percentile

-22%

Faster asset growth than 20% of similar nonprofits.

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

Revenue Growth

59th percentile

21%

Faster revenue growth than 59% of similar nonprofits.

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

Assets

Down

$93,542

Down $26,741 (-22%) from 2021

Net Assets

Down

$93,542

Down $26,741 (-22%) from 2021

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$92,998

Up $16,385 (+21%) from 2021

Expenses

Up

$119,739

Up $62,302 (+108%) from 2021

Net Income

Down

-$26,741

Down $45,917 (-239%) from 2021

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

2022

Assets$93,542
Liabilities-
Net Assets$93,542

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

2022

Revenue$92,998
Expenses$119,739
Net Income-$26,741
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Sep 28, 2022
Return Version
2021v4.0
Gross Receipts
$120,948
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-$50,261
MARQUEE-$24,151
PRIMARY MUSIC PROGRAM-$20,046
LIBRARY PROGRAMS-$10,478
CLASSROOM FUNDS-$9,559
CERAMICS-$5,244
CHROME BOOKS--
ACCELERATED READING PROGRAM--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
LAURA LANG2nd VPPT$0--
MARISTELA CHOPresidentPT$0--
JOELLE ELHAJ5th VPPT$0--
MARY KLAUSNERFin SecretaryPT$0--
JENNIFER PARKParliamentarianPT$0--
MEGHAN ULFELDTTreasurerPT$0--
SUZANNE RISSEPrincipalPT$0--
TANYA SELLERSAuditorPT$0--
JANNY KIM1st VPPT$0--
HURY BABAYANAsst. PrincipalPT$0--
GENY KIMHistorianPT$0--
SAMEEN WILSON3rd VPPT$0--
ANN EDWARDS4th VPPT$0--
LIA JOHNSONSecretaryPT$0--
MARRAL ARARADIANTeacher LiasonPT$0--
JUDI DOOMTeacher LiasonPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Campaign$76,235$76,235$1,783$74,452
Sale of Apparel$14,124$14,124$15,002$-878
Total Events$106,881$106,881$21,284$85,597
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
Maristela Cho
Title
President
Signed
2022-09-28
Discuss with paid preparer
Yes

Preparer

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

Additional Explanations

Other Expenses.1

MARQUEE $24151

Other Expenses.2

MUSIC PROGRAM $20046

Other Expenses.3

PE ASSISTANT $15000

Other Expenses.4

Library & lab assistants $10478

Other Expenses.5

CLASSROOM FUNDS $9559

Other Expenses.6

CERAMICS KILN $5244

Other Expenses.7

SCHOLASTIC NEWS $2735

Other Expenses.8

LAMINATOR $2657

Other Expenses.9

SCHOLARSHIPS CVHS $2500

Other Expenses.10

5th grade lunch novels $2300

Other Expenses.11

ASSEMBLIES $2255

Other Expenses.12

STAFF APPRECIATION $2000

Other Expenses.13

BRAIN POP $1995

Other Expenses.14

6th grade panoramic $1905

Other Expenses.15

6th grade breakfast/promotion/ $1776

Other Expenses.16

6TH GRADE T-SHIRT $1491

Other Expenses.17

QUIZIZZ $1425

Other Expenses.18

MYSTERY SCIENCE $1325

Other Expenses.19

TREASURY EXPENSE $1269

Other Expenses.20

SCIENCE FAIR $1135

Other Expenses.21

PTA CONVENTION $827

Other Expenses.22

SCHOOL NEWSPAPER $756

Other Expenses.23

Honorary service awards $700

Other Expenses.24

RED RIBBON $661

Other Expenses.25

FOUNDERS CELEB $600

Other Expenses.26

XTRA MATH $513

Other Expenses.27

HOLIDAY DINNER $500

Other Expenses.28

PRESIDENT'S EXPENSE $500

Other Expenses.29

HOWDY COFFEE $494

Other Expenses.30

Welcome back to school $491

Other Expenses.31

INSTALLATION $400

Other Expenses.32

MONTY'S GARDEN $367

Other Expenses.33

REFLECTIONS $281

Other Expenses.34

STARFALL $270

Other Expenses.35

Random acts of kindness $198

Other Expenses.36

Zoom conference calls $157

Other Expenses.37

QUARTERLY MEETINGS $155

Other Expenses.38

COUNCIL OPERATIONS $150

Other Expenses.39

BANK CHARGES $108

Other Expenses.40

6th grade lunch raffle prizes $100

Other Expenses.41

5th grade lunch raffle prizes $100

Other Expenses.42

Summer reading program $90

Other Expenses.43

PLAYGROUND PAINT $63

Other Expenses.44

COUNCIL $12

Raw XML Appendix317 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.

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MARQUEE $24151
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1MUSIC PROGRAM $20046
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PE ASSISTANT $15000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3LIBRARY & LAB ASSISTANTS $10478
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4CLASSROOM FUNDS $9559
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5CERAMICS KILN $5244
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6SCHOLASTIC NEWS $2735
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7LAMINATOR $2657
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8SCHOLARSHIPS CVHS $2500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt95TH GRADE LUNCH NOVELS $2300
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10ASSEMBLIES $2255
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11STAFF APPRECIATION $2000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12BRAIN POP $1995
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt136TH GRADE PANORAMIC $1905
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt146TH GRADE BREAKFAST/PROMOTION/ $1776
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt156TH GRADE T-SHIRT $1491
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16QUIZIZZ $1425
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17MYSTERY SCIENCE $1325
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt18TREASURY EXPENSE $1269
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt19SCIENCE FAIR $1135
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt20PTA CONVENTION $827
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt21SCHOOL NEWSPAPER $756
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt22HONORARY SERVICE AWARDS $700
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt23RED RIBBON $661
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt24FOUNDERS CELEB $600
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt25XTRA MATH $513
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt26HOLIDAY DINNER $500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt27PRESIDENT'S EXPENSE $500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt28HOWDY COFFEE $494
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt29WELCOME BACK TO SCHOOL $491
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt30INSTALLATION $400
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt31MONTY'S GARDEN $367
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt32REFLECTIONS $281
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt33STARFALL $270
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt34RANDOM ACTS OF KINDNESS $198
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt35ZOOM CONFERENCE CALLS $157
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt36QUARTERLY MEETINGS $155
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt37COUNCIL OPERATIONS $150
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt38BANK CHARGES $108
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt396TH GRADE LUNCH RAFFLE PRIZES $100
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt405TH GRADE LUNCH RAFFLE PRIZES $100
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt41SUMMER READING PROGRAM $90
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt42PLAYGROUND PAINT $63
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt43COUNCIL $12
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.9
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
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc35Other Expenses.36
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc36Other Expenses.37
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc37Other Expenses.38
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc38Other Expenses.39
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc39Other Expenses.40
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc40Other Expenses.41
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc41Other Expenses.42
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc42Other Expenses.43
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc43Other Expenses.44
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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