Liabilities / Assets
Score unavailable
Liabilities-to-assets requires both liabilities and assets on this filing.
PTA California Congress of Parents Teachers & Students Inc
990EZ • Fiscal year 2023 • EIN 90-1252045
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
No value available
Liabilities / Revenue
Score unavailable
Liabilities-to-revenue requires both liabilities and revenue on this filing.
Net Margin
88th percentile
Higher net margin than 88% of similar nonprofits.
Top Officer Pay
78th percentile
Higher top officer pay than 78% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
Score unavailable
No earlier valid filing was available within the previous three public years.
Revenue Growth
Score unavailable
No earlier valid filing was available within the previous three public years.
Balance Sheet
Assets
$56,009
No earlier filing loaded for comparison.
Net Assets
$56,009
No earlier filing loaded for comparison.
Liabilities
-
No earlier filing loaded for comparison.
Revenue And Expenses
Revenue
$45,347
No earlier filing loaded for comparison.
Expenses
$26,126
No earlier filing loaded for comparison.
Net Income
$19,221
No earlier filing loaded for comparison.
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jul 1, 2022 to Jun 30, 2023
- Signed
- Nov 18, 2024
- Return Version
- 2022v5.0
- Gross Receipts
- $50,151
Mission and Program Overview
Mission
Information, advocacy, educational support.
Program Services
| Description | Grants | Expenses |
|---|---|---|
| Student Educational Programs Funding | - | $12,852 |
| Teacher/Staff Programs Funding | - | $1,430 |
| School Improvement Programs Funding | - | $1,193 |
| Parent/Family Programs Funding | - | $192 |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| Crysel Limon | President | - | $0 | - | - |
| Maria Blanco Schedule O | Vice President | - | $0 | - | - |
| Sherry Davis Schedule O | Treasurer | - | $0 | - | - |
| Anais Lopez | Secretary | - | $0 | - | - |
Fundraising, Events, and Gaming
Fundraising Events
| Event | Gross Receipts | Gross Revenue | Direct Expenses | Net Income |
|---|---|---|---|---|
| Musical Theater Evetn | $4,800 | $4,800 | - | $4,800 |
| Jogathon | $3,774 | $3,774 | $255 | $3,519 |
| Total Events | $12,184 | $12,184 | $2,827 | $9,357 |
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
- 2024-11-18
- Discuss with paid preparer
- Yes
Preparer
- Preparer
- Elizabeth A Weber CPA
- Phone
- 9492909333
Supplemental Narrative
Additional Explanations
Form 990-EZ, Part III, Line 31
“Parent/Family Programs Funding Grants and allocations 0, Program service expenses 192”
Form 990-EZ, Part I, Line 16, Other Expenses
“Fundraising 9,448”
Form 990-EZ, Part I, Line 16, Other Expenses
“Conferences, conventions, and meetings 69”
Form 990-EZ, Part I, Line 16, Other Expenses
“Supplies 43”
Form 990-EZ, Part I, Line 16, Other Expenses
“Student Educational Programs Funding 12,852”
Form 990-EZ, Part I, Line 16, Other Expenses
“Teacher/Staff Programs Funding 1,430”
Form 990-EZ, Part I, Line 16, Other Expenses
“School Improvement Programs Funding 1,193”
Form 990-EZ, Part I, Line 16, Other Expenses
“Parent/Family Programs Funding 192”
Form 990-EZ, Part I, Line 16, Other Expenses
“volunteers Expenses 500”
Form 990-EZ, Part I, Line 16, Other Expenses
“PTA Administrative Expenses 399”
Form 990-EZ, Part IV, Line E
“The Board Vice President and Treasurer are both also employees of the school district.”
Raw XML Appendix177 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/ActivitiesNotPreviouslyRptInd | 0 | false |
| IRS990EZ/BooksInCareOfDetail/PersonNm | 0 | Sherry Davis |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 7147307521 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 15571 Williams Street |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | Tustin |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | CA |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 92780 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 36788 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 56009 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | false |
| IRS990EZ/ContributionsGiftsGrantsEtcAmt | 0 | 28186 |
| IRS990EZ/CostOfGoodsSoldAmt | 0 | 1977 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | false |
| IRS990EZ/EngagedInExcessBenefitTransInd | 0 | false |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | 19221 |
| IRS990EZ/FiledScheduleAInd | 0 | true |
| IRS990EZ/ForeignFinancialAccountInd | 0 | false |
| IRS990EZ/ForeignOfficeInd | 0 | false |
| IRS990EZ/Form1120PolFiledInd | 0 | false |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 36788 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 56009 |
| IRS990EZ/FundraisingGrossIncomeAmt | 0 | 12184 |
| IRS990EZ/GrossProfitLossSlsOfInvntryAmt | 0 | 1381 |
| IRS990EZ/GrossReceiptsAmt | 0 | 50151 |
| IRS990EZ/GrossSalesOfInventoryAmt | 0 | 3358 |
| IRS990EZ/GroupExemptionNum | 0 | 0646 |
| IRS990EZ/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIVInd | 0 | X |
| IRS990EZ/LobbyingActivitiesInd | 0 | false |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | false |
| IRS990EZ/MembershipDuesAmt | 0 | 1007 |
| IRS990EZ/MethodOfAccountingCashInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 36788 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 56009 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 36788 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 56009 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 000.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 000.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 000.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 3 | 000.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | Crysel Limon |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | Maria Blanco Schedule O |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | Sherry Davis Schedule O |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | Anais Lopez |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | President |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | Vice President |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | Treasurer |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | Secretary |
| IRS990EZ/OperateHospitalInd | 0 | false |
| IRS990EZ/Organization501c3Ind | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | false |
| IRS990EZ/OrganizationHadUBIInd | 0 | false |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 26126 |
| IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt | 0 | NONE |
| IRS990EZ/PartVIOfCompOfHghstPdEmplTxt | 0 | NONE |
| IRS990EZ/PoliticalCampaignActyInd | 0 | false |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | Information, advocacy, educational support. |
| IRS990EZ/ProgramServiceRevenueAmt | 0 | 5416 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | Student Educational Programs Funding |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 1 | Teacher/Staff Programs Funding |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 2 | School Improvement Programs Funding |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 3 | Parent/Family Programs Funding |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 12852 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 1 | 1430 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 2 | 1193 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 3 | 192 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SchoolOperatingInd | 0 | false |
| IRS990EZ/SpecialEventsDirectExpensesAmt | 0 | 2827 |
| IRS990EZ/SpecialEventsNetIncomeLossAmt | 0 | 9357 |
| IRS990EZ/StatesWhereCopyOfReturnIsFldCd | 0 | CA |
| IRS990EZ/SubjectToProxyTaxInd | 0 | false |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TaxImposedUnderIRC4911Amt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4912Amt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4955Amt | 0 | 0 |
| IRS990EZ/TotalExpensesAmt | 0 | 26126 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 15667 |
| IRS990EZ/TotalRevenueAmt | 0 | 45347 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd | 0 | false |
| IRS990EZ/TypeOfOrganizationAssocInd | 0 | X |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt | 0 | 29193 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt | 0 | 55906 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt | 0 | 23890 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt | 0 | 31648 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt | 0 | 140637 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt | 0 | 0 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt | 0 | 20958 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt | 0 | 20958 |
| IRS990ScheduleA/InvestmentIncomeCYPct | 0 | 0.00000 |
| IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt | 0 | 0 |
| IRS990ScheduleA/OtherIncome509Grp/TotalAmt | 0 | 0 |
| IRS990ScheduleA/Post1975UBTIGrp/TotalAmt | 0 | 0 |
| IRS990ScheduleA/PubliclySupportedOrg509a2Ind | 0 | X |
| IRS990ScheduleA/PublicSupportCY509Pct | 0 | 1.00000 |
| IRS990ScheduleA/PublicSupportTotal509Amt | 0 | 161595 |
| IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind | 0 | X |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt | 0 | 50151 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt | 0 | 55906 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt | 0 | 23890 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt | 0 | 31648 |
| IRS990ScheduleA/Total509Grp/TotalAmt | 0 | 161595 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt | 0 | 50151 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt | 0 | 55906 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt | 0 | 23890 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt | 0 | 31648 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt | 0 | 161595 |
| IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt | 0 | 2827 |
| IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm | 0 | Musical Theater Evetn |
| IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm | 0 | Jogathon |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt | 0 | 4800 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt | 0 | 3774 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt | 0 | 3610 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt | 0 | 12184 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt | 0 | 4800 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt | 0 | 3774 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt | 0 | 3610 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt | 0 | 12184 |
| IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt | 0 | 9357 |
| IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt | 0 | 2572 |
| IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt | 0 | 2827 |
| IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt | 0 | 255 |
| IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt | 0 | 1 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | Parent/Family Programs Funding Grants and allocations 0, Program service expenses 192 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | Fundraising 9,448 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | Conferences, conventions, and meetings 69 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | Supplies 43 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | Student Educational Programs Funding 12,852 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 5 | Teacher/Staff Programs Funding 1,430 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 6 | School Improvement Programs Funding 1,193 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 7 | Parent/Family Programs Funding 192 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 8 | volunteers Expenses 500 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 9 | PTA Administrative Expenses 399 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 10 | The Board Vice President and Treasurer are both also employees of the school district. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | Form 990-EZ, Part III, Line 31 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | Form 990-EZ, Part I, Line 16, Other Expenses |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | Form 990-EZ, Part I, Line 16, Other Expenses |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | Form 990-EZ, Part I, Line 16, Other Expenses |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | Form 990-EZ, Part I, Line 16, Other Expenses |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 5 | Form 990-EZ, Part I, Line 16, Other Expenses |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 6 | Form 990-EZ, Part I, Line 16, Other Expenses |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 7 | Form 990-EZ, Part I, Line 16, Other Expenses |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 8 | Form 990-EZ, Part I, Line 16, Other Expenses |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 9 | Form 990-EZ, Part I, Line 16, Other Expenses |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 10 | Form 990-EZ, Part IV, Line e |
| ReturnHeader/BuildTS | 0 | 2024-10-15 13:58:12Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | true |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | Sherry Davis |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | Treasurer |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 7147307521 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2024-11-18 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | Heideman Elementary PTA |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | HEID |
| ReturnHeader/Filer/EIN | 0 | 901252045 |
| ReturnHeader/Filer/InCareOfNm | 0 | % Sherry Davis |
| ReturnHeader/Filer/PhoneNum | 0 | 7147307521 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 15571 Williams Street |
| ReturnHeader/Filer/USAddress/CityNm | 0 | Tustin |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | CA |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 92780 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 9492909333 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2024-11-20 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | Elizabeth A Weber CPA |
| ReturnHeader/PreparerPersonGrp/SelfEmployedInd | 0 | X |
| ReturnHeader/ReturnTs | 0 | 2024-11-20T10:16:22-00:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2022-07-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2023-06-30 |
| ReturnHeader/TaxYr | 0 | 2022 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $56,009
- Liabilities
- -
- Net assets
- $56,009
- Revenue
- $45,347
- Expenses
- $26,126
- Net income
- $19,221
| Balance Sheet | Operations | |||||
|---|---|---|---|---|---|---|
| Year | Assets | Liabilities | Net Assets | Revenue | Expenses | Net 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 | |