Civic Intelligence

PTA California Congress of Parents Teachers and Students Inc

990EZ • Fiscal year 2021 • EIN 90-1040240

Jul 01, 2020 to Jun 30, 2021 • Filed on Oct 03, 2022

4200 Kimber DriveNewbury Park, CA 91320

(805) 390-3943

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 2021

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2021

Net Margin

13th percentile

-41%

Higher net margin than 13% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2021

Asset Growth

13th percentile

-31%

Faster asset growth than 13% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

59th percentile

14%

Faster revenue growth than 59% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Assets

Down

$16,339

Down $7,425 (-31%) from 2020

Net Assets

$16,339

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$17,986

Up $2,255 (+14%) from 2020

Expenses

Up

$25,411

Up $24,380 (+2365%) from 2020

Net Income

Down

-$7,425

Down $22,125 (-151%) from 2020

Historical Trend

Balance Sheet Trend

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

$80K$60K$40K$20K$0Assets 2015: $23,041Liabilities 2015: $02015Assets 2016: $36,257Liabilities 2016: $02016Assets 2017: $25,093Liabilities 2017: $02017Assets 2018: $29,248Liabilities 2018: $02018Assets 2019: $42,531Liabilities 2019: $02019Assets 2020: $23,764Liabilities 2020: $02020Assets 2021: $16,339Net Assets 2021: $16,3392021Assets 2022: $51,677Net Assets 2022: $51,6772022Assets 2023: $53,122Net Assets 2023: $53,1222023Assets 2024: $62,979Net Assets 2024: $62,9792024Assets 2025: $54,973Net Assets 2025: $54,9732025

Highlighted filing

2021

Assets$16,339
Liabilities-
Net Assets$16,339

Operations Trend

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

$100K$50K$0-$50KRevenue 2015: $8,338Expenses 2015: $1,905Net Income 2015: $6,4332015Revenue 2016: -$5,439Expenses 2016: $2,309Net Income 2016: -$7,7482016Revenue 2017: -$7,648Expenses 2017: $485Net Income 2017: -$8,1332017Revenue 2018: $5,763Expenses 2018: $1,247Net Income 2018: $4,5162018Revenue 2019: $14,631Expenses 2019: $1,348Net Income 2019: $13,2832019Revenue 2020: $15,731Expenses 2020: $1,031Net Income 2020: $14,7002020Revenue 2021: $17,986Expenses 2021: $25,411Net Income 2021: -$7,4252021Revenue 2022: $64,794Expenses 2022: $29,456Net Income 2022: $35,3382022Revenue 2023: $66,049Expenses 2023: $64,604Net Income 2023: $1,4452023Revenue 2024: $70,996Expenses 2024: $61,139Net Income 2024: $9,8572024Revenue 2025: $73,153Expenses 2025: $81,159Net Income 2025: -$8,0062025

Highlighted filing

2021

Revenue$17,986
Expenses$25,411
Net Income-$7,425
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Oct 3, 2022
Return Version
2020v4.1
Gross Receipts
$26,640
Mission and Program Overview

Mission

Child Advocacy - Supporting students

Program Services

DescriptionGrantsExpenses
ACADEMIC SPECIALIST FOR STUDENTS-$17,000
MUSIC AND PE SPECIALIST FOR STUDENTS-$1,890
OTHER STUDENT ACTIVITIES-$1,357
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
LEANNE TAPPERPresidentPT$0--
SARAH SIDHUVice President-$0--
KATIE PHILLIPSTreasurer-$0--
MECHELLE SCHUMACHERFinancial Secretary-$0--
LISA EDLAURERSecretary-$0--
AMY ZOBELCommunicationsPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fall Fundraiser$11,822$11,822$745$11,077
Yearbook$5,858$5,858$4,328$1,530
Total Events$20,530$20,530$8,654$11,876
Filing and Contact Details

Filer

Filer Name
Cypress Elementary School Pta
EIN
90-1040240
Phone
8053903943
Address
4200 KIMBER DRIVE, Newbury Park, CA 91320

Signing Officer

Name
Samar Mroue
Title
Treasurer
Phone
8053903943
Signed
2022-10-03

Preparer

Firm
Stanton Tax Service
Address
1302 W 525 S, LEHI, UT 84043
Preparer
James F STANTON III
Phone
8058442425
Supplemental Narrative

Additional Explanations

990EZ Line 16

Academic specialist 17,000

990EZ Line 16

ADMIN EXPENSE 110

990EZ Line 16

FIFTH GRADE 1,207

990EZ Line 16

HOSPITALITY 883

990EZ Line 16

INSURANCE 258

990EZ Line 16

MEMBERSHIP 380

990EZ Line 16

MUSIC 1890

990EZ Line 16

RAFFLE FEE 25

990EZ Line 16

SOFTWARE 744

990EZ Line 16

STUDENT ACTIVITIES 1084

990EZ Line 16

TEACHER FUNDS 1800

Raw XML Appendix266 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/CityNm0Newbury Park
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
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IRS990EZ/MembershipDuesAmt0630
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2KATIE PHILLIPS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MECHELLE SCHUMACHER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4LISA EDLAURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5AMY ZOBEL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3FINANCIAL SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5COMMUNICATIONS
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt025411
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IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1MUSIC AND PE SPECIALIST FOR STUDENTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2OTHER STUDENT ACTIVITIES
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt017000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt11890
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt21357
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
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IRS990EZ/ScheduleBNotRequiredInd0X
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IRS990EZ/SpecialEventsNetIncomeLossAmt011876
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt025411
IRS990EZ/TotalProgramServiceExpensesAmt020247
IRS990EZ/TotalRevenueAmt017986
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990ScheduleA/DistributableAmountGrp/CYAdjNetIncomeDistributableAmt00
IRS990ScheduleA/DistributableAmountGrp/CYDistributableAsAdjustedAmt00
IRS990ScheduleA/DistributableAmountGrp/CYGreaterAdjustedMinimumAmt00
IRS990ScheduleA/DistributableAmountGrp/CYIncomeTaxImposedPYAmt00
IRS990ScheduleA/DistributableAmountGrp/CYPct85AdjustedNetIncomeAmt00
IRS990ScheduleA/DistributableAmountGrp/CYTotalMinAstDistributableAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CarryoverPYNotAppliedAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYDistriAppDistributableAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYDistribAppUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYDistributableAsAdjustedAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistrCPYAmt00
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IRS990ScheduleA/DistributionAllocationsGrp/CYTotalAnnualDistributionsAmt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionAmt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovAmt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr1Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr2Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr3Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr4Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr5Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistriCyovToNextYrAmt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear1Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear2Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear3Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear4Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear5Amt00
IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriCYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/TotalExcessDistributionCyovAmt00
IRS990ScheduleA/DistributionAllocationsGrp/UnderdistributionsAmt00
IRS990ScheduleA/DistributionsGrp/CYAdministrativeExpensePaidAmt00
IRS990ScheduleA/DistributionsGrp/CYDistriAttentiveSuprtOrgAmt00
IRS990ScheduleA/DistributionsGrp/CYDistributableAsAdjustedAmt00
IRS990ScheduleA/DistributionsGrp/CYDistributionYrRt00
IRS990ScheduleA/DistributionsGrp/CYOtherDistributionsAmt00
IRS990ScheduleA/DistributionsGrp/CYPaidAccomplishExemptPrpsAmt00
IRS990ScheduleA/DistributionsGrp/CYPdInExcessIncomeActivityAmt00
IRS990ScheduleA/DistributionsGrp/CYTotalAnnualDistributionsAmt00
IRS990ScheduleA/DistributionsGrp/ExemptUseAssetsAcquisPaidAmt00
IRS990ScheduleA/DistributionsGrp/QualifiedSetAsideAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt06110
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt014249
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt014168
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt05424
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt02107
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt042058
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt020530
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt067393
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt097810
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt084069
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt084316
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0354118
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/MinimumAssetAmountGrp/AcquisitionIndebtednessGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/DiscountClaimedAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/PriorYearAmt00
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt086423
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IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt00
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IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt00
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt02850
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt011822
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt05858
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt02850
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IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt011876
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt00
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IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt08654
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt0745
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt04328
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt03
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt00
IRS990ScheduleG/TotalGrossReceiptsAmt00
IRS990ScheduleG/TotalNetToOrganizationAmt00
IRS990ScheduleG/TotalRetainedByContractorsAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ACADEMIC SPECIALIST 17,000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ADMIN EXPENSE 110
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2FIFTH GRADE 1,207
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3HOSPITALITY 883
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4INSURANCE 258
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5MEMBERSHIP 380
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6MUSIC 1890
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7RAFFLE FEE 25
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8SOFTWARE 744
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9STUDENT ACTIVITIES 1084
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10TEACHER FUNDS 1800
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0990EZ LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1990EZ LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2990EZ LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3990EZ LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4990EZ LINE 16
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8990EZ LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9990EZ LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10990EZ LINE 16
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0SAMAR MROUE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08053903943
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-10-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CYPRESS ELEMENTARY SCHOOL PTA
ReturnHeader/Filer/BusinessNameControlTxt0CYPR
ReturnHeader/Filer/EIN0901040240
ReturnHeader/Filer/PhoneNum08053903943
ReturnHeader/Filer/USAddress/AddressLine1Txt04200 KIMBER DRIVE
ReturnHeader/Filer/USAddress/CityNm0Newbury Park
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd091320
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0273110075
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0STANTON TAX SERVICE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01302 W 525 S
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LEHI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0UT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd084043
ReturnHeader/PreparerPersonGrp/PhoneNum08058442425
ReturnHeader/PreparerPersonGrp/PreparationDt02022-10-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0James F STANTON III
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02022-10-03T13:51:09-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0SAMAR
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MROUE
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

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