Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

EIN 90-1252045 • 501(c)3 • Tustin, CA

990-N Coverage

Profile

Information, advocacy, educational support.

15571 Williams StreetTustin, CA 92780

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2025

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2025

Net Margin

66th percentile

12%

Higher net margin than 66% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2025

Asset Growth

69th percentile

11%

Faster asset growth than 69% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

80th percentile

37%

Faster revenue growth than 80% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$65,007

Up $6,540 (+11%) from 2024

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Up

$65,007

Up $6,540 (+11%) from 2024

Operations
Liabilities / RevenueScore unavailableNet Margin66th percentile

Revenue

Up

$55,436

Up $15,042 (+37%) from 2024

Expenses

Up

$48,896

Up $10,960 (+29%) from 2024

Net Income

Up

$6,540

Up $4,082 (+166%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth69th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$80K$60K$40K$20K$0Assets 2023: $56,009Net Assets 2023: $56,0092023Assets 2024: $58,467Net Assets 2024: $58,4672024Assets 2025: $65,007Net Assets 2025: $65,0072025

Highlighted filing

2025

Assets$65,007
Liabilities-
Net Assets$65,007
Open 2025 Filing

Operations Trend

Revenue Growth80th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$60K$40K$20K$0Revenue 2023: $45,347Expenses 2023: $26,126Net Income 2023: $19,2212023Revenue 2024: $40,394Expenses 2024: $37,936Net Income 2024: $2,4582024Revenue 2025: $55,436Expenses 2025: $48,896Net Income 2025: $6,5402025

Highlighted filing

2025

Revenue$55,436
Expenses$48,896
Net Income$6,540
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$65,007
Liabilities
-
Net assets
$65,007
Revenue
$55,436
Expenses
$48,896
Net income
$6,540
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$65.0$65.0$55.4$48.9$6.54
2024Detailed filing. Detailed filing data is available for this year.$58.5$58.5$40.4$37.9$2.46
2023Detailed filing. Detailed filing data is available for this year.$56.0$56.0$45.3$26.1$19.2
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Nov 10, 2025
Return Version
2024v5.2
Gross Receipts
$59,815
Mission and Program Overview

Mission

Information, advocacy, educational support.

Program Services

DescriptionGrantsExpenses
Student Educational Programs Funding-$27,320
Teacher/Staff Programs Funding-$4,484
School Improvement Programs Funding-$4,047
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Maria Blanco Schedule OPresident-$0--
Sherry Davis Schedule OTreasurer-$0--
Deanna Parks Schedule OSecretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Musical Theater Event$6,050$6,050$3,267$2,783
Jogathon$1,417$1,417-$1,417
Total Events$8,197$8,197$4,379$3,818
Filing and Contact Details

Filer

Filer Name
Heideman Elementary PTA
EIN
90-1252045
In Care Of
% Sherry Davis
Phone
7147307521
Address
15571 Williams Street, Tustin, CA 92780

Signing Officer

Name
Sherry Davis
Title
Treasurer
Phone
7147307521
Signed
2025-11-10
Discuss with paid preparer
Yes

Preparer

Preparer
Elizabeth A Weber CPA
Phone
9492909333
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 16, Other Expenses

“Fundraising 10,572”

Form 990-EZ, Part I, Line 16, Other Expenses

“Student Educational Programs Funding 27,320”

Form 990-EZ, Part I, Line 16, Other Expenses

“Teacher/Staff Programs Funding 4,484”

Form 990-EZ, Part I, Line 16, Other Expenses

“School Improvement Programs Funding 4,047”

Form 990-EZ, Part I, Line 16, Other Expenses

“Volunteers Expenses 1,092”

Form 990-EZ, Part I, Line 16, Other Expenses

“PTA Administrative Expenses 451”

Form 990-EZ, Part IV, Line E

“All board members are also employees of the school district Tustin Unified School District.”

Raw XML Appendix178 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
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IRS990EZ/BooksInCareOfDetail/PhoneNum07147307521
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt015571 Williams Street
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Tustin
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092780
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt058467
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt065007
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt017502
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt06540
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0930
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
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IRS990EZ/FundraisingGrossIncomeAmt08197
IRS990EZ/GrossProfitLossSlsOfInvntryAmt030
IRS990EZ/GrossReceiptsAmt059815
IRS990EZ/GrossSalesOfInventoryAmt030
IRS990EZ/GroupExemptionNum00646
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartIVInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0561
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt058467
IRS990EZ/NetAssetsOrFundBalancesEOYAmt065007
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt058467
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt065007
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1002.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2001.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Maria Blanco Schedule O
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Sherry Davis Schedule O
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Deanna Parks Schedule O
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt047966
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Information, advocacy, educational support.
IRS990EZ/ProgramServiceRevenueAmt033525
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Student Educational Programs Funding
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Teacher/Staff Programs Funding
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2School Improvement Programs Funding
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt027320
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt14484
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt24047
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt04379
IRS990EZ/SpecialEventsNetIncomeLossAmt03818
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TotalExpensesAmt048896
IRS990EZ/TotalProgramServiceExpensesAmt035851
IRS990EZ/TotalRevenueAmt055436
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt018063
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt027823
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt029193
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt055906
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0130985
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt041752
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt017483
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt020958
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt080193
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0211178
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt059815
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt045306
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt050151
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt055906
IRS990ScheduleA/Total509Grp/TotalAmt0211178
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt059815
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt045306
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt050151
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt055906
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0211178
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt04379
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentOtherEventsAmt0400
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt0400
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Musical Theater Event
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Jogathon
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageOtherEventsAmt0405
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt0405
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt06050
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt01417
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt0730
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt08197
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt06050
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt01417
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt0730
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt08197
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt03818
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt0307
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt03574
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt03267
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt02
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Fundraising 10,572
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Student Educational Programs Funding 27,320
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Teacher/Staff Programs Funding 4,484
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3School Improvement Programs Funding 4,047
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Volunteers Expenses 1,092
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5PTA Administrative Expenses 451
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6All board members are also employees of the school district Tustin Unified School District.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990-EZ, Part IV, Line e
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Sherry Davis
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum07147307521
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Heideman Elementary PTA
ReturnHeader/Filer/BusinessNameControlTxt0HEID
ReturnHeader/Filer/EIN0901252045
ReturnHeader/Filer/InCareOfNm0% Sherry Davis
ReturnHeader/Filer/PhoneNum07147307521
ReturnHeader/Filer/USAddress/AddressLine1Txt015571 Williams Street
ReturnHeader/Filer/USAddress/CityNm0Tustin
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092780
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerPersonGrp/PhoneNum09492909333
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Elizabeth A Weber CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-11-11T08:08:45-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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