Civic Intelligence

PTA California Congress of Parents Talbert Middle School PTA

EIN 90-1509019 • 501(c)3 • Huntington Beach, CA

Profile

Child advocacy and enrichment

9101 Brabham DriveHuntington Beach, CA 92646
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

43rd percentile

-0.8%

Higher net margin than 43% 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

51st percentile

-1.4%

Faster asset growth than 51% of similar nonprofits.

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

Revenue Growth

88th percentile

72%

Faster revenue growth than 88% of similar nonprofits.

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

Assets

Down

$10,502

Down $12,479 (-54%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

$10,502

No earlier filing loaded for comparison.

Revenue

Up

$18,106

Up $2,976 (+20%) from 2023

Expenses

Up

$18,259

Up $7,793 (+74%) from 2023

Net Income

Down

-$153

Down $4,817 (-103%) from 2023

Trend Graphs

Balance Sheet Trend

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

$30K$20K$10K$0Assets 2020: $13,496Net Assets 2020: $13,4962020Assets 2021: $19,209Liabilities 2021: $5,790Net Assets 2021: $13,4192021Assets 2022: $18,403Liabilities 2022: $799Net Assets 2022: $17,6042022Assets 2023: $22,981Liabilities 2023: $7132023Assets 2025: $10,502Net Assets 2025: $10,5022025

Highlighted filing

2025

Assets$10,502
Liabilities-
Net Assets$10,502

Operations Trend

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

$30K$20K$10K$0-$10KRevenue 2020: $13,4962020Revenue 2021: $9,184Expenses 2021: $7,064Net Income 2021: $2,1202021Revenue 2022: $28,713Expenses 2022: $24,528Net Income 2022: $4,1852022Revenue 2023: $15,130Expenses 2023: $10,466Net Income 2023: $4,6642023Revenue 2025: $18,106Expenses 2025: $18,259Net Income 2025: -$1532025

Highlighted filing

2025

Revenue$18,106
Expenses$18,259
Net Income-$153

Filings

Latest Detailed Filing

The latest 2025 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2022 below.

Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
May 10, 2023
Return Version
2021v4.0
Gross Receipts
$32,728
Mission and Program Overview

Mission

Child advocacy and enrichment

Program Services

DescriptionGrantsExpenses
SUPPORT SOCIAL, SPORTS AND EDUCATIONAL ENRICHMENT ACTIVITIES AT SAMUEL E TALBERT MIDDLE SCHOOL-$23,544
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
LAURA EHRLICHPresidentPT$0--
TARAH STOVALLVP Membershi-$0--
PETRA ERLANDSONVP Communica-$0--
CAREY WISKUSSecretary-$0--
KATHRYN DADAKISSALEEM AARONTreasurer-$0--
JENNIFER LUCIERFinancial Se-$0--
Filing and Contact Details

Filer

Filer Name
Pta California Congress of Parents
EIN
90-1509019
Address
9101 BRABHAM DRIVE, HUNTINGTON BEACH, CA 92646

Signing Officer

Name
Laura Ehrlich
Title
President
Phone
7143163063
Signed
2023-05-10
Discuss with paid preparer
Yes

Preparer

Firm
Mcginty Knudtson & Associates Llp
Address
20422 BEACH BLVD SUITE 450, HUNTINGTON BEACH, CA 92648
Preparer
Melissa Knudtson
Phone
7145367777
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8

Other income 3,347 retailer rebates 406 total 3,753

Form 990-ez, Part I, Line 10

Huntington union pta 2,466

Form 990-ez, Part I, Line 16

Expenses website/toolkit 750 treasurer supplies 46 clothing drive expense 39 hospitality 571 conferences 250 insurance 258 credit card processing 200 spc dues 100 department expenses 953 awards 1,736 sports programs 4,719 teacher supplies 2,098 bank fees 186 membership 10 taxes/permits 20 accelerated reader 1,000 assemblies 300 miscellaneous 4,573 cheerleader coach 1,333 school clubs 2,400 total 21,542

Form 990-ez, Part II, Line 26

Accounts payable and accrued expenses 5,789 799

Raw XML Appendix150 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/PersonNm0SANDI WOEST
IRS990EZ/BooksInCareOfDetail/PhoneNum07143163063
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt09101 BRABHAM DRIVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0HUNTINGTON BEACH
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092646
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt019208
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt018403
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IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt04185
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0450
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
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IRS990EZ/FundraisingGrossIncomeAmt07753
IRS990EZ/GrantsAndSimilarAmountsPaidAmt02466
IRS990EZ/GrossReceiptsAmt032728
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt04021
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt013419
IRS990EZ/NetAssetsOrFundBalancesEOYAmt017604
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt013419
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt017604
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010.38
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.26
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30.45
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt42.52
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt50.32
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1TARAH STOVALL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2PETRA ERLANDSON
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4KATHRYN DADAKISSALEEM AARON
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VP MEMBERSHI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VP COMMUNICA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5FINANCIAL SE
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt021542
IRS990EZ/OtherRevenueTotalAmt03753
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0CHILD ADVOCACY AND ENRICHMENT
IRS990EZ/PrintingPublicationsPostageAmt070
IRS990EZ/ProgramServiceRevenueAmt01496
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt023544
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt04015
IRS990EZ/SpecialEventsNetIncomeLossAmt03738
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt05789
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0799
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt024528
IRS990EZ/TotalProgramServiceExpensesAmt023544
IRS990EZ/TotalRevenueAmt028713
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt015705
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt02125
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt013496
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt031326
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt017023
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt022317
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt039340
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt070666
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt032728
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt024442
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt013496
IRS990ScheduleA/Total509Grp/TotalAmt070666
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt032728
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt024442
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt013496
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt070666
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0OTHER INCOME 3,347 RETAILER REBATES 406 TOTAL 3,753
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1HUNTINGTON UNION PTA 2,466
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2EXPENSES WEBSITE/TOOLKIT 750 TREASURER SUPPLIES 46 CLOTHING DRIVE EXPENSE 39 HOSPITALITY 571 CONFERENCES 250 INSURANCE 258 CREDIT CARD PROCESSING 200 SPC DUES 100 DEPARTMENT EXPENSES 953 AWARDS 1,736 SPORTS PROGRAMS 4,719 TEACHER SUPPLIES 2,098 BANK FEES 186 MEMBERSHIP 10 TAXES/PERMITS 20 ACCELERATED READER 1,000 ASSEMBLIES 300 MISCELLANEOUS 4,573 CHEERLEADER COACH 1,333 SCHOOL CLUBS 2,400 TOTAL 21,542
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ACCOUNTS PAYABLE AND ACCRUED EXPENSES 5,789 799
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 26
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LAURA EHRLICH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07143163063
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-05-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA CALIFORNIA CONGRESS OF PARENTS
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0TALBERT MIDDLE SCHOOL PTA
ReturnHeader/Filer/BusinessNameControlTxt0PTAC
ReturnHeader/Filer/EIN0901509019
ReturnHeader/Filer/USAddress/AddressLine1Txt09101 BRABHAM DRIVE
ReturnHeader/Filer/USAddress/CityNm0HUNTINGTON BEACH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HUNTINGTON BEACH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092648
ReturnHeader/PreparerPersonGrp/PhoneNum07145367777
ReturnHeader/PreparerPersonGrp/PreparationDt02023-05-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MELISSA KNUDTSON
ReturnHeader/ReturnTs02023-05-15T17:59:48-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0LAURA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0EHRLICH
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

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