Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

990EZ • Fiscal year 2024 • EIN 90-1252045

Jul 01, 2023 to Jun 30, 2024 • Filed on Nov 22, 2024

Organization ProfileN/A
15571 Williams StreetTustin, CA 92780

(714) 730-7521

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 2024

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2024

Net Margin

55th percentile

6.1%

Higher net margin than 55% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

56th percentile

4.4%

Faster asset growth than 56% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

33rd percentile

-11%

Faster revenue growth than 33% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$58,467

Up $2,458 (+4.4%) from 2023

Net Assets

Up

$58,467

Up $2,458 (+4.4%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin55th percentile

Revenue

Down

$40,394

Down $4,953 (-11%) from 2023

Expenses

Up

$37,936

Up $11,810 (+45%) from 2023

Net Income

Down

$2,458

Down $16,763 (-87%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth56th percentile

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

$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

2024

Assets$58,467
Liabilities-
Net Assets$58,467
Open 2024 Filing

Operations Trend

Revenue Growth33rd percentile

Revenue, expenses, and net income across loaded years, with this 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

2024

Revenue$40,394
Expenses$37,936
Net Income$2,458
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Nov 22, 2024
Return Version
2023v5.1
Gross Receipts
$45,306
Mission and Program Overview

Mission

Information, advocacy, educational support.

Program Services

DescriptionGrantsExpenses
Student Educational Programs Funding-$12,281
School Improvement Programs Funding-$9,590
Teacher/Staff Programs Funding-$2,502
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Maria BlancoPresident-$0--
Sherry Davis Schedule OTreasurer-$0--
Deanna ParksSecretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Musical Theater Event$3,953$3,953$2,183$1,770
Jogathon$2,587$2,587$131$2,456
Total Events$8,192$8,192$3,746$4,446
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
2024-11-22
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 12,096”

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

“Student Educational Programs Funding 12,281”

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

“Teacher/Staff Programs Funding 2,502”

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

“School Improvement Programs Funding 9,590”

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

“Volunteers Expenses 918”

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

“PTA Administrative Expenses 549”

Form 990-EZ, Part IV, Line E

“The Board Treasurer is also an employee of the school district.”

Raw XML Appendix170 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0Sherry Davis
IRS990EZ/BooksInCareOfDetail/PhoneNum07147307521
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt015571 Williams Street
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Tustin
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092780
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt056009
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt058467
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt027130
IRS990EZ/CostOfGoodsSoldAmt01166
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt02458
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt056009
IRS990EZ/Form990TotalAssetsGrp/EOYAmt058467
IRS990EZ/FundraisingGrossIncomeAmt08192
IRS990EZ/GrossProfitLossSlsOfInvntryAmt0-308
IRS990EZ/GrossReceiptsAmt045306
IRS990EZ/GrossSalesOfInventoryAmt0858
IRS990EZ/GroupExemptionNum00646
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartIVInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0693
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt056009
IRS990EZ/NetAssetsOrFundBalancesEOYAmt058467
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt056009
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt058467
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0002.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1002.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2001.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Maria Blanco
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Sherry Davis Schedule O
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Deanna Parks
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt037936
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Information, advocacy, educational support.
IRS990EZ/ProgramServiceRevenueAmt08433
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Student Educational Programs Funding
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Teacher/Staff Programs Funding
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2School Improvement Programs Funding
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt012281
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt12502
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt29590
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt03746
IRS990EZ/SpecialEventsNetIncomeLossAmt04446
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TotalExpensesAmt037936
IRS990EZ/TotalProgramServiceExpensesAmt024373
IRS990EZ/TotalRevenueAmt040394
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt027823
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt029193
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt055906
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt023890
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0136812
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt017483
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt020958
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt038441
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0175253
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt045306
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt050151
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt055906
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt023890
IRS990ScheduleA/Total509Grp/TotalAmt0175253
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt045306
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt050151
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt055906
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt023890
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0175253
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt03746
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Musical Theater Event
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Jogathon
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageOtherEventsAmt0990
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt0990
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt03953
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt02587
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt01652
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt08192
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt03953
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt02587
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt01652
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt08192
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt04446
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent2Amt0376
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt0376
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt066
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt02380
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt02183
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt0131
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt02
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Fundraising 12,096
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Student Educational Programs Funding 12,281
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Teacher/Staff Programs Funding 2,502
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3School Improvement Programs Funding 9,590
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Volunteers Expenses 918
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5PTA Administrative Expenses 549
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6The Board Treasurer is also an employee of the 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/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Sherry Davis
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum07147307521
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-22
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/PreparerPersonGrp/PhoneNum09492909333
ReturnHeader/PreparerPersonGrp/PreparationDt02024-11-24
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Elizabeth A Weber CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02024-11-24T11:40:06-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$58,467
Liabilities
-
Net assets
$58,467
Revenue
$40,394
Expenses
$37,936
Net income
$2,458
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