Civic Intelligence

PTA California Congress of Parents

990EZ • Fiscal year 2025 • EIN 90-1476941

Jul 01, 2024 to Jun 30, 2025

17615 Los Jardines EastFountain Valley, CA 92708

(562) 882-2271

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Down

$18,456

Down $17,395 (-49%) from 2023

Net Assets

$18,456

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

Up

$83,740

Up $10,468 (+14%) from 2023

Expenses

Down

$83,762

Down $11,315 (-12%) from 2023

Net Income

Up

-$22

Up $21,783 (+100%) from 2023

Historical Trend

Balance Sheet Trend

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

$60K$40K$20K$0Assets 2020: $22,387Net Assets 2020: $22,3872020Assets 2021: $26,073Net Assets 2021: $26,0732021Assets 2022: $57,500Liabilities 2022: $02022Assets 2023: $35,851Liabilities 2023: $02023Assets 2025: $18,456Net Assets 2025: $18,4562025

Highlighted filing

2025

Assets$18,456
Liabilities-
Net Assets$18,456

Operations Trend

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

$100K$50K$0-$50KRevenue 2020: $53,481Expenses 2020: $31,094Net Income 2020: $22,3872020Revenue 2021: $16,373Expenses 2021: $12,707Net Income 2021: $3,6662021Revenue 2022: $59,691Expenses 2022: $28,264Net Income 2022: $31,4272022Revenue 2023: $73,272Expenses 2023: $95,077Net Income 2023: -$21,8052023Revenue 2025: $83,740Expenses 2025: $83,762Net Income 2025: -$222025

Highlighted filing

2025

Revenue$83,740
Expenses$83,762
Net Income-$22
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Mar 4, 2026
Return Version
2024v5.2
Gross Receipts
$84,661
Mission and Program Overview

Mission

To positively impact the lives of all children and families by representing our members and empowering and supporting them with skills in advocacy, leadership, and communication.

To positively impact the lives of all children and families by representing ourmembers and empowering and supporting them with skills in advocacy, leadership,and communication.

Program Services

DescriptionGrantsExpenses
4th Grade Expenses - Science Camp-$19,433
School site improvement-$15,646
Field trips-$10,052
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JESSICA GEERPresidentPT$0--
STEPHANIE MONSON-JONESVP Membership-$0--
MELISSA WHITEVP Programs-$0--
SARAH CARLOTreasurerPT$0--
TIFFANY OKAMOTOSecretaryPT$0--
JILL DE LA TORREParliamentarian-$0--
JENNIFER ATKINSFin. Reviewer-$0--
RASHA NIVOTHistorian-$0--
JAMIE ANKENYCommunicationsPT$0--
TODD KUBOTATeacher Rep-$0--
LISA HORNBUCKLETeacher Rep-$0--
JENNIFER OLLILAPrincipal-$0--
ASHLEY HILLTreasurer ElectPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Jog-a-thon$31,136$31,136$921$30,215
Total Events$31,136$31,136$921$30,215
Filing and Contact Details

Filer

Filer Name
Cox Elementary School Pta
EIN
90-1476941
Phone
5628822271
Address
17615 LOS JARDINES EAST, FOUNTAIN VALLEY, CA 92708

Signing Officer

Name
Ashley Hill
Title
Treasurer
Signed
2026-03-04
Discuss with paid preparer
Yes

Preparer

Firm
Pacific Tax Advisors
Address
2130 Main Street Ste 190, Huntington Beach, CA 92648
Preparer
Aaron Riordan CPA
Phone
7143742053
Supplemental Narrative

Additional Explanations

Other Expenses.1012

Insurance $288

Other Expenses.1

4th Grade Science Camp $19433

Other Expenses.2

School Site Improvement $15646

Other Expenses.3

Field Trips $10052

Other Expenses.4

Classroom enhancements $9033

Other Expenses.5

5th grate Savings for SC $7560

Other Expenses.6

Spring Family Fun Night Expens $4064

Other Expenses.7

Book Fair Expense $2290

Other Expenses.8

Teacher Appreciation $1943

Other Expenses.9

Petty cash draw $1700

Other Expenses.10

Credit Card Processing $1272

Other Expenses.11

Other Expense $1246

Other Expenses.12

HUC membership $1098

Other Expenses.13

Meeting/Hospitality $830

Other Expenses.14

Fall Golf $760

Other Expenses.15

Conference Expense $708

Other Expenses.16

Sweethearts Dance Expense $680

Other Expenses.17

5th grade party $600

Other Expenses.18

5th Grade Awards $591

Other Expenses.19

Peer Assistance League $500

Other Expenses.20

Officer Expenses $430

Other Expenses.21

HOLIDAY PARTY $391

Other Expenses.22

Gardening $303

Other Expenses.23

Supplies Expense $252

Other Expenses.24

WEBSITE $209

Other Expenses.25

VIDEO RIGHTS $186

Other Expenses.26

SPC Dues $150

Other Expenses.27

Trunk/Treat Expense $149

Other Expenses.28

Bank Charges $126

Other Expenses.29

FVSF Donation $100

Other Expenses.30

HUC Assessment Fee $100

Other Expenses.31

YEARBOOKS $80

Other Expenses.33

Membership drives $-835

Form 990-ez, Part V, Line 34 - Changes to Org or Gov Documents

Changes to cox elementary pta by-lawsrevised january 2022adopted 9/20/2023article iv membership and duessection 4.b. Annual dues shall be allocated as follows:1. Two dollars and twenty five cents ($2.25) of each members annual dues is payableto the national pta2. Two dollars ($2.00) of each members annual dues is payable to the californiastate pta.3. One dollar ($1.00) of each members annual dues is payable to fourth district.4. Thirty-five cents of each members annual dues is payable to huntington unioncouncil.5. Each association shall remit to the council per capital dues of five dollars andsixty cents ($5.60) annually.section 7.to remain in good standing, a remittance of council, district, ca state pta, andnational pta portions of the dues paid by each member to this association shall beremitted by the council deadline of november 1.article v officers and their electionsection 6.b. Nominees for the offices of president, treasurer, financial secretary, auditor,or any elected officer authorized to sign checks shall not be related by blood ormarriage or reside in the same household.article vi duties of officers and chairssection 4. (new section)all disbursements of the association must be signed by two (2) authorized signers.authorized signers are: president, treasurer, and first vice president, second vicepresident. The authorized signers and any members counting cash/checks shall not berelated by blood or marriage nor reside in the same household.article viii executive boardsection 2.g. Appoint an audit review committee, ratified by the association, to review therequired audits and review the financial records. The audit review committee shallbe composed of the auditor and, at least, one other member of the unit, council, ordistrict pta. The majority of the audit review committee members may not be checksigners.audits may be conducted by an elected auditor, appointed auditor, or council pta.alternatively, the board may authorize, subject to the ratification of theassociation, that required audits be conducted by a qualified accountant (paid orvolunteer).if the audit is conducted by a qualified accountant (paid or volunteer), therequirement of appointing an audit review committee does not apply.h. Appoint a member or members of the unit, ratified by the association, who is/arenot a check signer to review the monthly bank statements and reconciliation.i. Create committees as are deemed necessary to promote the purposes and to carry onthe work of the association, the ca state pta and the national pta and approve acommittees plan of work.section 6.b. Six (6) members shall constitute a quorum.

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IRS990ScheduleG/SupplementalInformationDetail/ExplanationTxt0ORGANIZATION USED 99PLEDGES LLC FUNDRAISING COMPANY FOR THEIR JOG-A-THON EVENT.
IRS990ScheduleG/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I, Line 2b - Fundraiser Additional Information
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Insurance $288
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14th Grade Science Camp $19433
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2School Site Improvement $15646
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Field Trips $10052
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4CLASSROOM ENHANCEMENTS $9033
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt55th grate Savings for SC $7560
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Spring Family Fun Night Expens $4064
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Book Fair Expense $2290
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Teacher Appreciation $1943
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Petty cash draw $1700
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Credit Card Processing $1272
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Other Expense $1246
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12HUC membership $1098
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Meeting/Hospitality $830
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14Fall Golf $760
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15Conference Expense $708
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16Sweethearts Dance Expense $680
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt175th grade party $600
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt185th Grade Awards $591
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt19Peer Assistance League $500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt20Officer Expenses $430
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt21HOLIDAY PARTY $391
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt22Gardening $303
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt23Supplies Expense $252
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt24WEBSITE $209
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt25VIDEO RIGHTS $186
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt28Bank Charges $126
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt29FVSF Donation $100
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt30HUC Assessment Fee $100
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt31YEARBOOKS $80
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt32Membership drives $-835
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt33CHANGES TO COX ELEMENTARY PTA BY-LAWSREVISED JANUARY 2022ADOPTED 9/20/2023ARTICLE IV MEMBERSHIP AND DUESSECTION 4.B. ANNUAL DUES SHALL BE ALLOCATED AS FOLLOWS:1. TWO DOLLARS AND TWENTY FIVE CENTS ($2.25) OF EACH MEMBERS ANNUAL DUES IS PAYABLETO THE NATIONAL PTA2. TWO DOLLARS ($2.00) OF EACH MEMBERS ANNUAL DUES IS PAYABLE TO THE CALIFORNIASTATE PTA.3. ONE DOLLAR ($1.00) OF EACH MEMBERS ANNUAL DUES IS PAYABLE TO FOURTH DISTRICT.4. THIRTY-FIVE CENTS OF EACH MEMBERS ANNUAL DUES IS PAYABLE TO HUNTINGTON UNIONCOUNCIL.5. EACH ASSOCIATION SHALL REMIT TO THE COUNCIL PER CAPITAL DUES OF FIVE DOLLARS ANDSIXTY CENTS ($5.60) ANNUALLY.SECTION 7.TO REMAIN IN GOOD STANDING, A REMITTANCE OF COUNCIL, DISTRICT, CA STATE PTA, ANDNATIONAL PTA PORTIONS OF THE DUES PAID BY EACH MEMBER TO THIS ASSOCIATION SHALL BEREMITTED BY THE COUNCIL DEADLINE OF NOVEMBER 1.ARTICLE V OFFICERS AND THEIR ELECTIONSECTION 6.B. NOMINEES FOR THE OFFICES OF PRESIDENT, TREASURER, FINANCIAL SECRETARY, AUDITOR,OR ANY ELECTED OFFICER AUTHORIZED TO SIGN CHECKS SHALL NOT BE RELATED BY BLOOD ORMARRIAGE OR RESIDE IN THE SAME HOUSEHOLD.ARTICLE VI DUTIES OF OFFICERS AND CHAIRSSECTION 4. (NEW SECTION)ALL DISBURSEMENTS OF THE ASSOCIATION MUST BE SIGNED BY TWO (2) AUTHORIZED SIGNERS.AUTHORIZED SIGNERS ARE: PRESIDENT, TREASURER, AND FIRST VICE PRESIDENT, SECOND VICEPRESIDENT. THE AUTHORIZED SIGNERS AND ANY MEMBERS COUNTING CASH/CHECKS SHALL NOT BERELATED BY BLOOD OR MARRIAGE NOR RESIDE IN THE SAME HOUSEHOLD.ARTICLE VIII EXECUTIVE BOARDSECTION 2.G. APPOINT AN AUDIT REVIEW COMMITTEE, RATIFIED BY THE ASSOCIATION, TO REVIEW THEREQUIRED AUDITS AND REVIEW THE FINANCIAL RECORDS. THE AUDIT REVIEW COMMITTEE SHALLBE COMPOSED OF THE AUDITOR AND, AT LEAST, ONE OTHER MEMBER OF THE UNIT, COUNCIL, ORDISTRICT PTA. THE MAJORITY OF THE AUDIT REVIEW COMMITTEE MEMBERS MAY NOT BE CHECKSIGNERS.AUDITS MAY BE CONDUCTED BY AN ELECTED AUDITOR, APPOINTED AUDITOR, OR COUNCIL PTA.ALTERNATIVELY, THE BOARD MAY AUTHORIZE, SUBJECT TO THE RATIFICATION OF THEASSOCIATION, THAT REQUIRED AUDITS BE CONDUCTED BY A QUALIFIED ACCOUNTANT (PAID ORVOLUNTEER).IF THE AUDIT IS CONDUCTED BY A QUALIFIED ACCOUNTANT (PAID OR VOLUNTEER), THEREQUIREMENT OF APPOINTING AN AUDIT REVIEW COMMITTEE DOES NOT APPLY.H. APPOINT A MEMBER OR MEMBERS OF THE UNIT, RATIFIED BY THE ASSOCIATION, WHO IS/ARENOT A CHECK SIGNER TO REVIEW THE MONTHLY BANK STATEMENTS AND RECONCILIATION.I. CREATE COMMITTEES AS ARE DEEMED NECESSARY TO PROMOTE THE PURPOSES AND TO CARRY ONTHE WORK OF THE ASSOCIATION, THE CA STATE PTA AND THE NATIONAL PTA AND APPROVE ACOMMITTEES PLAN OF WORK.SECTION 6.B. SIX (6) MEMBERS SHALL CONSTITUTE A QUORUM.
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc33FORM 990-EZ, PART V, LINE 34 - CHANGES TO ORG OR GOV DOCUMENTS
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ASHLEY HILL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-03-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0COX ELEMENTARY SCHOOL PTA
ReturnHeader/Filer/BusinessNameControlTxt0COXE
ReturnHeader/Filer/EIN0901476941
ReturnHeader/Filer/PhoneNum05628822271
ReturnHeader/Filer/USAddress/AddressLine1Txt017615 LOS JARDINES EAST
ReturnHeader/Filer/USAddress/CityNm0FOUNTAIN VALLEY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092708
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0471857580
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Pacific Tax Advisors
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02130 Main Street Ste 190
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Huntington Beach
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092648
ReturnHeader/PreparerPersonGrp/PhoneNum07143742053
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Aaron Riordan CPA
ReturnHeader/ReturnTs02026-03-04T14:40:45-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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