Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

990EZ • Fiscal year 2023 • EIN 90-1009561

Jul 01, 2022 to Jun 30, 2023 • Filed on Dec 08, 2023

22635 Espuella DriveSanta Clarita, CA 91350

(661) 294-5315

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

59th percentile

0.00x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

66th percentile

13%

Higher net margin than 66% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

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.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

64th percentile

11%

Faster asset growth than 64% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

63rd percentile

18%

Faster revenue growth than 63% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Assets

Up

$89,797

Up $8,604 (+11%) from 2022

Net Assets

Up

$89,797

Up $8,604 (+11%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue

Up

$64,801

Up $9,708 (+18%) from 2022

Expenses

Up

$56,197

Up $9,876 (+21%) from 2022

Net Income

Down

$8,604

Down $168 (-1.9%) from 2022

Historical Trend

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2014: $16,226Liabilities 2014: $02014Assets 2015: $26,611Net Assets 2015: $26,6112015Assets 2016: $27,070Net Assets 2016: $27,0702016Assets 2017: $70,977Net Assets 2017: $70,9772017Assets 2018: $104,706Liabilities 2018: $02018Assets 2019: $70,913Net Assets 2019: $70,9132019Assets 2020: $90,947Liabilities 2020: $0Net Assets 2020: $90,9472020Assets 2021: $72,421Liabilities 2021: $0Net Assets 2021: $72,4212021Assets 2022: $81,193Liabilities 2022: $0Net Assets 2022: $81,1932022Assets 2023: $89,797Liabilities 2023: $0Net Assets 2023: $89,7972023Assets 2024: $70,367Liabilities 2024: $0Net Assets 2024: $70,3672024Assets 2025: $77,452Liabilities 2025: $0Net Assets 2025: $77,4522025

Highlighted filing

2023

Assets$89,797
Liabilities$0
Net Assets$89,797

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2014: $32,810Expenses 2014: $30,116Net Income 2014: $2,6942014Revenue 2015: $60,858Expenses 2015: $50,473Net Income 2015: $10,3852015Revenue 2016: $71,177Expenses 2016: $70,718Net Income 2016: $4592016Revenue 2017: $103,350Expenses 2017: $59,443Net Income 2017: $43,9072017Revenue 2018: $86,874Expenses 2018: $53,145Net Income 2018: $33,7292018Revenue 2019: $94,109Expenses 2019: $127,902Net Income 2019: -$33,7932019Revenue 2020: $59,514Expenses 2020: $39,480Net Income 2020: $20,0342020Revenue 2021: $5,356Expenses 2021: $23,882Net Income 2021: -$18,5262021Revenue 2022: $55,093Expenses 2022: $46,321Net Income 2022: $8,7722022Revenue 2023: $64,801Expenses 2023: $56,197Net Income 2023: $8,6042023Revenue 2024: $68,437Expenses 2024: $87,867Net Income 2024: -$19,4302024Revenue 2025: $62,168Expenses 2025: $54,793Net Income 2025: $7,3752025

Highlighted filing

2023

Revenue$64,801
Expenses$56,197
Net Income$8,604
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Dec 8, 2023
Return Version
2022v5.0
Gross Receipts
$88,558
Mission and Program Overview

Mission

Child advocacy, focusing on education

Child Advocacy Focusing on Education

Program Services

DescriptionGrantsExpenses
Hospitality, Student Activities, & Teacher Appreciation program focuses on developing good communication between students, parents, & teachers through social functions-$36,315
Educational Enrichment-Program further educates students in science, music, & speech, both during and after school hours, including field trips & assemblies.-$12,374
Gifts to School & Classroom program provides funding for school modernization, equipment & classroom support & supplies.-$1,249
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Cinthia SantosPresident-$0--
Stefani JacobovitzExecutive Vice President-$0--
Mary Grace BicolTreasurer-$0--
Cecilia SkinnerSecretary-$0--
Renee LeonVP-Membership-$0--
Marie MoralesVP-Hospitality-$0--
Maria TaulbeeFinancial Reviewer-$0--
Alisha HamiltonHistorian-$0--
Erin MurphyParliamentian-$0--
Claire MonteVP-Progams & Events-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Step It Up$40,558-$1,117-
Fall Fest$12,695-$11,481-
Total Events$62,450$9,197$22,524$-13,327
Filing and Contact Details

Filer

Filer Name
Emblem Academy PTA
EIN
90-1009561
Address
22635 Espuella Drive, Santa Clarita, CA 91350

Signing Officer

Name
Mary Grace Bicol
Title
Treasurer
Phone
6612945315
Signed
2023-12-08
Discuss with paid preparer
Yes

Preparer

Firm
Wayne Wright EA
Address
130 N Garden St Unit 1112, Ventura, CA 93001
Preparer
Wayne F Wright
Phone
6612951950
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

Description AmountAccounting 250Government Fees 100Office Expenses & Bank Fees 1,381Insurance & Unit Assessment 322Conventions, Membership & Meetings 4,206Program-Enrichment & Field Trips 12,374Program-Gifts To School & Classroom 1,249Prog-Hospitality & Teacher Apprec 36,315

Raw XML Appendix225 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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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Santa Clarita
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Cinthia Santos
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Stefani Jacobovitz
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Cecilia Skinner
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Renee Leon
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Marie Morales
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Maria Taulbee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Alisha Hamilton
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8Erin Murphy
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9Claire Monte
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Executive Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4VP-Membership
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5VP-Hospitality
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Financial Reviewer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Historian
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Parliamentian
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9VP-Progams & Events
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt056197
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Child Advocacy Focusing on Education
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Gifts to School & Classroom program provides funding for school modernization, equipment & classroom support & supplies.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Hospitality, Student Activities, & Teacher Appreciation program focuses on developing good communication between students, parents, & teachers through social functions
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt012374
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt11249
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt236315
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt022524
IRS990EZ/SpecialEventsNetIncomeLossAmt0-13327
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
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IRS990EZ/TotalProgramServiceExpensesAmt049938
IRS990EZ/TotalRevenueAmt064801
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0www.emblemacademypta.org
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt077142
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt085397
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt09276
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt098550
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0166845
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt01884
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IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt01997
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt0303
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt05541
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt08176
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt018236
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0106357
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0176905
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt088558
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt010219
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0106357
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0176905
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0478429
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt053253
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IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt012695
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt022524
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Step It Up
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Fall Fest
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt040558
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt012695
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IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-13327
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt09926
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IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt011481
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleG/LicensedStatesCd0CA
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountAccounting 250Government Fees 100Office Expenses & Bank Fees 1,381Insurance & Unit Assessment 322Conventions, Membership & Meetings 4,206Program-Enrichment & Field Trips 12,374Program-Gifts To School & Classroom 1,249Prog-Hospitality & Teacher Apprec 36,315
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd000
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Mary Grace Bicol
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum06612945315
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-12-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Emblem Academy PTA
ReturnHeader/Filer/BusinessNameControlTxt0EMBL
ReturnHeader/Filer/EIN0901009561
ReturnHeader/Filer/USAddress/AddressLine1Txt022635 Espuella Drive
ReturnHeader/Filer/USAddress/CityNm0Santa Clarita
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd091350
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0954295833
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Wayne Wright EA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0130 N Garden St Unit 1112
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Ventura
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd093001
ReturnHeader/PreparerPersonGrp/PhoneNum06612951950
ReturnHeader/PreparerPersonGrp/PreparationDt02023-12-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Wayne F Wright
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02023-12-09T00:33:14-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Mary Grace
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Bicol
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

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$0.00$0.77$0.62$0.55$0.07
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.70$0.00$0.70$0.68$0.88$0.19
2023Detailed filing. Detailed filing data is available for this year.$0.90$0.00$0.90$0.65$0.56$0.09
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.81$0.00$0.81$0.55$0.46$0.09
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.72$0.00$0.72$0.05$0.24$0.19
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.91$0.00$0.91$0.60$0.39$0.20
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.71$0.71$0.94$1.28$0.34
2018Summary only. Only limited summary data is available for this year.$1.05$0.00$0.87$0.53$0.34
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.71$0.71$1.03$0.59$0.44
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.27$0.27$0.71$0.71$0.00
2015Detailed filing. Detailed filing data is available for this year.$0.27$0.27$0.61$0.50$0.10
2014Summary only. Only limited summary data is available for this year.$0.16$0.00$0.33$0.30$0.03