Civic Intelligence

PTA California Congress of Parents

EIN 91-2091356 • 501(c)3 • Costa Mesa, CA

Profile

Support of whittier elementary school.

1800 N Whittier AvenueCosta Mesa, CA 92627

n/A

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

62nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

57th percentile

5.3%

Higher net margin than 57% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2018

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 2018

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2018

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2018

Balance Sheet
Liabilities / Assets60th percentile

Assets

$61,072

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Net Assets

$61,072

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue62nd percentileNet Margin57th percentile

Revenue

$34,862

No earlier filing loaded for comparison.

Expenses

$33,003

No earlier filing loaded for comparison.

Net Income

$1,859

No earlier filing loaded for comparison.

Trend Graphs

Balance Sheet Trend

Asset GrowthScore unavailable

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

$80K$60K$40K$20K$0Assets 2018: $61,072Liabilities 2018: $0Net Assets 2018: $61,0722018

Highlighted filing

2018

Assets$61,072
Liabilities$0
Net Assets$61,072
Open 2018 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$40K$30K$20K$10K$0Revenue 2018: $34,862Expenses 2018: $33,003Net Income 2018: $1,8592018

Highlighted filing

2018

Revenue$34,862
Expenses$33,003
Net Income$1,859
Open 2018 Filing

Filings

Most recent year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$61,072
Liabilities
$0
Net assets
$61,072
Revenue
$34,862
Expenses
$33,003
Net income
$1,859
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2018Detailed filing. Detailed filing data is available for this year.$61.1$0.00$61.1$34.9$33.0$1.86
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Feb 12, 2019
Return Version
2017v2.2
Gross Receipts
$49,546
Mission and Program Overview

Mission

Support of whittier elementary school.

Program Services

DescriptionGrantsExpenses
GRANTS FOR STUDENT OUTDOOR SCIENCE TRIP$10,518-
GRANTS FOR STUDENT FIELD TRIPS$9,400-
GRANTS FOR MEET THE MASTERS CIRRICULUM$3,858-
TEACHER GRANTS FOR CLASSROOM SUPPLIES$3,569-
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
NORMA ALCALAPresident-$0--
SILVIA HERNANDEZSecretary-$0--
OFELIA BARAJASTreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
See Attached$48,444$42,956$14,684$28,272
Total Events$48,444$42,956$14,684$28,272
Filing and Contact Details

Filer

Filer Name
Pta California Congress of Parents
EIN
91-2091356
Address
1800 N WHITTIER AVENUE, COSTA MESA, CA 92627

Signing Officer

Name
Erica Gonzalez
Title
Treasurer
Signed
2019-02-12
Discuss with paid preparer
Yes

Preparer

Firm
Weyer Crellin & Custer
Address
245 Fischer Ave A3, Costa Mesa, CA 92626
Preparer
Richard E Crellin CPA
Phone
7144299283
Supplemental Narrative

Additional Explanations

Grants and Similar Amounts Paid In Excess of $5,000.1

“Class of Activity: SCHOOL | Donee's Name: WHITTIER ELEMENTARY SCHOOL | Donee's Address: 1800 N. WHITTIER AVENUE COSTA MESA CA 92627 | Relationship of Donee: SCHOOL | Cash Amount Given: $27345”

Other Expenses.1012

“Insurance $228”

Other Expenses.1

“Pta operating expenses $3367”

Other Expenses.2

“Teacher appreciation costs $1525”

Other Expenses.3

“MEMBERSHIP EXPENSES $442”

Other Expenses.4

“LICENSES AND PERMITS $75”

Other Expenses.5

“BANK CHARGES $21”

Raw XML Appendix173 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/PersonNm0ERICA GONZALEZ
IRS990EZ/BooksInCareOfDetail/PhoneNum09492678487
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01800 N WHITTIER AVENUE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0COSTA MESA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092627
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt059213
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt061072
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt05488
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt01859
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt059213
IRS990EZ/Form990TotalAssetsGrp/EOYAmt061072
IRS990EZ/FundraisingGrossIncomeAmt042956
IRS990EZ/GrantsAndSimilarAmountsPaidAmt027345
IRS990EZ/GrossReceiptsAmt049546
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt01102
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt059213
IRS990EZ/NetAssetsOrFundBalancesEOYAmt061072
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt059213
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt061072
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt23.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0NORMA ALCALA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1SILVIA HERNANDEZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2OFELIA BARAJAS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt05658
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SUPPORT OF WHITTIER ELEMENTARY SCHOOL.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TEACHER GRANTS FOR CLASSROOM SUPPLIES
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1GRANTS FOR STUDENT FIELD TRIPS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2GRANTS FOR MEET THE MASTERS CIRRICULUM
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3GRANTS FOR STUDENT OUTDOOR SCIENCE TRIP
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt03569
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt19400
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt23858
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt310518
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt014684
IRS990EZ/SpecialEventsNetIncomeLossAmt028272
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt033003
IRS990EZ/TotalProgramServiceExpensesAmt027345
IRS990EZ/TotalRevenueAmt034862
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt06590
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt08713
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt014575
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt020764
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt012644
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt063286
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt042956
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt064170
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt048319
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt049132
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt048205
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0252782
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0316068
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt049546
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt072883
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt062894
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt069896
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt060849
IRS990ScheduleA/Total509Grp/TotalAmt0316068
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt049546
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt072883
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt062894
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt069896
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt060849
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0316068
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt05488
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt05488
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt014684
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0SEE ATTACHED
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt048444
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt048444
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt042956
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt042956
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt028272
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt014684
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt014684
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Class of Activity: SCHOOL | Donee's Name: WHITTIER ELEMENTARY SCHOOL | Donee's Address: 1800 N. WHITTIER AVENUE COSTA MESA CA 92627 | Relationship of Donee: SCHOOL | Cash Amount Given: $27345
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Insurance $228
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PTA OPERATING EXPENSES $3367
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3TEACHER APPRECIATION COSTS $1525
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4MEMBERSHIP EXPENSES $442
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5LICENSES AND PERMITS $75
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6BANK CHARGES $21
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.5
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Erica Gonzalez
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-02-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA CALIFORNIA CONGRESS OF PARENTS
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0WHITTIER ELEMENTARY PTA
ReturnHeader/Filer/BusinessNameControlTxt0PTAC
ReturnHeader/Filer/EIN0912091356
ReturnHeader/Filer/USAddress/AddressLine1Txt01800 N WHITTIER AVENUE
ReturnHeader/Filer/USAddress/CityNm0COSTA MESA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092627
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0953533570
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Weyer Crellin & Custer
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0245 Fischer Ave A3
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Costa Mesa
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092626
ReturnHeader/PreparerPersonGrp/PhoneNum07144299283
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RICHARD E CRELLIN CPA
ReturnHeader/ReturnTs02019-02-12T16:18:16-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.