Civic Intelligence

PTA California Congress of Parents

EIN 94-6171293 • 501(c)3 • Belmont, CA

Profile

Educational, family, and community support for Belmont Central School such aseducational activities including artists in classroom, computer lab supplies,field trips, music programs, student assemblies and curriculum materials. Alsosupport for family activities including family night, Founders Day, parent andstudent handbooks, and child safety and parent education.

525 Middle RoadBelmont, CA 94002

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 2025

Liabilities / Revenue

62nd percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2025

Net Margin

12th percentile

-64%

Higher net margin than 12% 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

24th percentile

-35%

Faster asset growth than 24% of similar nonprofits.

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

Revenue Growth

26th percentile

-31%

Faster revenue growth than 26% of similar nonprofits.

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

Assets

Down

$81,190

Down $44,677 (-35%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Down

$81,190

Down $44,677 (-35%) from 2024

Revenue

Down

$70,262

Down $32,017 (-31%) from 2024

Expenses

Up

$114,939

Up $52,386 (+84%) from 2024

Net Income

Down

-$44,677

Down $84,403 (-212%) from 2024

Trend Graphs

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2011: $34,578Liabilities 2011: $02011Assets 2012: $38,181Liabilities 2012: $02012Assets 2013: $37,021Liabilities 2013: $02013Assets 2014: $54,798Liabilities 2014: $02014Assets 2015: $33,348Net Assets 2015: $33,3482015Assets 2016: $31,755Net Assets 2016: $31,7552016Assets 2017: $33,243Net Assets 2017: $33,2432017Assets 2018: $35,035Net Assets 2018: $35,0352018Assets 2019: $65,583Net Assets 2019: $65,5832019Assets 2020: $87,503Liabilities 2020: $02020Assets 2021: $83,038Net Assets 2021: $83,0382021Assets 2022: $89,907Liabilities 2022: $0Net Assets 2022: $89,9072022Assets 2023: $86,141Liabilities 2023: $0Net Assets 2023: $86,1412023Assets 2024: $125,867Liabilities 2024: $0Net Assets 2024: $125,8672024Assets 2025: $81,190Liabilities 2025: $0Net Assets 2025: $81,1902025

Highlighted filing

2025

Assets$81,190
Liabilities$0
Net Assets$81,190

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2011: $85,835Expenses 2011: $88,352Net Income 2011: -$2,5172011Revenue 2012: $78,388Expenses 2012: $74,785Net Income 2012: $3,6032012Revenue 2013: $62,634Expenses 2013: $63,794Net Income 2013: -$1,1602013Revenue 2014: $71,556Expenses 2014: $53,789Net Income 2014: $17,7672014Revenue 2015: $74,818Expenses 2015: $70,583Net Income 2015: $4,2352015Revenue 2016: $85,606Expenses 2016: $87,199Net Income 2016: -$1,5932016Revenue 2017: $116,371Expenses 2017: $114,883Net Income 2017: $1,4882017Revenue 2018: $113,571Expenses 2018: $111,779Net Income 2018: $1,7922018Revenue 2019: $149,282Expenses 2019: $118,734Net Income 2019: $30,5482019Revenue 2020: $132,331Expenses 2020: $143,723Net Income 2020: -$11,3922020Revenue 2021: $98,770Expenses 2021: $103,235Net Income 2021: -$4,4652021Revenue 2022: $80,339Expenses 2022: $73,470Net Income 2022: $6,8692022Revenue 2023: $82,367Expenses 2023: $86,133Net Income 2023: -$3,7662023Revenue 2024: $102,279Expenses 2024: $62,553Net Income 2024: $39,7262024Revenue 2025: $70,262Expenses 2025: $114,939Net Income 2025: -$44,6772025

Highlighted filing

2025

Revenue$70,262
Expenses$114,939
Net Income-$44,677

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.81$0.00$0.81$0.70$1.15$0.45
2024Detailed filing. Detailed filing data is available for this year.$1.26$0.00$1.26$1.02$0.63$0.40
2023Detailed filing. Detailed filing data is available for this year.$0.86$0.00$0.86$0.82$0.86$0.04
2022Detailed filing. Detailed filing data is available for this year.$0.90$0.00$0.90$0.80$0.73$0.07
2021Detailed filing. Detailed filing data is available for this year.$0.83$0.83$0.99$1.03$0.04
2020Summary only. Only limited summary data is available for this year.$0.88$0.00$1.32$1.44$0.11
2019Detailed filing. Detailed filing data is available for this year.$0.66$0.66$1.49$1.19$0.31
2018Detailed filing. Detailed filing data is available for this year.$0.35$0.35$1.14$1.12$0.02
2017Detailed filing. Detailed filing data is available for this year.$0.33$0.33$1.16$1.15$0.01
2016Detailed filing. Detailed filing data is available for this year.$0.32$0.32$0.86$0.87$0.02
2015Detailed filing. Detailed filing data is available for this year.$0.33$0.33$0.75$0.71$0.04
2014Summary only. Only limited summary data is available for this year.$0.55$0.00$0.72$0.54$0.18
2013Summary only. Only limited summary data is available for this year.$0.37$0.00$0.63$0.64$0.01
2012Summary only. Only limited summary data is available for this year.$0.38$0.00$0.78$0.75$0.04
2011Summary only. Only limited summary data is available for this year.$0.35$0.00$0.86$0.88$0.03
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Nov 7, 2025
Return Version
2024v5.2
Gross Receipts
$78,694
Mission and Program Overview

Mission

Educational, family, and community support for Belmont Central School such aseducational activities including artists in classroom, computer lab supplies,field trips, music programs, student assemblies and curriculum materials. Alsosupport for family activities including family night, Founders Day, parent andstudent handbooks, and child safety and parent education.

SEE SCHEDULE O

Program Services

DescriptionGrantsExpenses
FINANCIAL SUPPORT FOR FAMILY ACTIVITIES SUCH AS FOUNDERS DAYFAMILY DAY- WELCOME BACK BRAEAKFAST , PARENTS EDUCATION, PARENT AND STUDENT HAND BOOKS AND SAFETY AWARENESS.-$59,384
SEE ATTACHMNET O-$35,118
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
SHERIE LYN HAFALIAPresident-$0--
DAVID CHENGExecutive Vice President-$0--
KATY CHENGTreasurer-$0--
PENNY HUSecretary-$0--
MAIRA OLLILAVice President Communication-$0--
ESTHER CHUNGParlimentarian-$0--
Filing and Contact Details

Filer

Filer Name
Pta California Congress of Parents
EIN
94-6171293
In Care Of
% katy Cheng
Phone
6506374820
Address
525 MIDDLE ROAD, Belmont, CA 94002

Signing Officer

Name
Katy Cheng
Title
Treasurer
Phone
5103339134
Signed
2025-11-07
Discuss with paid preparer
No

Preparer

Firm
Pathibhara Financial Service Inc
Address
2332 S El Camino Real, SAN MATEO, CA 94403-2214
Preparer
Tanka Rayachhetry
Phone
6502950772
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

Description AmountCHARITABLE TRUST FEES 75PTA MEMBERSHIP AND COUNCIL DUES 125PRINCIPLE COFEE CHAT 110PARENT EDUCATION 250INSURANCE 288OFFICE EXPENSE-ZOOM LICENCE 114CURRICULAM SUPPORT 3,972PTA BPARD MEMBER DINNER 483TEACHER SUPPLY PRIOR YEAR 1,030TEACHER SUPPLY AND DEVELOPMENT 12,998FUND RAISER EXPENSE 35,118LIABERY BENIFITS 5,642COMMUNITY FUND CHORMBOOK 53,739

Part IV response or note to any line in Part IV

EDUCATIONAL, FAMILY AND COMMUNITY SUPPORT FOR BELMONT CENTRAL SCHOOL SUCH AS EDUCATIONAL ACTIVITIES INCLUDING ARTISTS IN CLASS ROOM, COMPUTER LAB SUPPLIES, FIELD TRIPS, MUSIC PROGRAMS, STUDENT ASSEMBLIES AND CURRUCULAM MATERIALS. ALSO SUPPORT FOR FAMILY ACTIVITIES INCLUDING FAMILY NIGHT, FOUNDERS DAY, PARENT AND STUDENT HANDBOOKS, AND CHILD SAFETY AND PARENT EDUCATION. PROVISION OF FINANCIAL SUPPORT FOR VARIOUS EDUCATIONAL ACTIVITIES AT BELMONT CENTRAL SCHOOL. THESE ACTIVITIES INCLUDE ART IN ACTION, FIELD TRIPS, MUSIC PROGRAMS, STUDENT ASSEMLIES, CURRICULUM MATERIALS, COMPTUR LAB SUPPLIES, SCHOOL EQUIPMENT AND TUTORING (A) DIS THE ORGANIZATION DURING THE YEAR RECEIVE ANY FUNDS, DIRECTLY OR INDIRECTLY TO PAY PREMUMS ON A PERSONAL BENEFIT CONTRACT.................................................................................. ................NO (b)DID THE ORGANIZATION DURING THE YEAR PAY PREMIUMS, DIRECTLY OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.....NO

Raw XML Appendix174 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.

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountCHARITABLE TRUST FEES 75PTA MEMBERSHIP AND COUNCIL DUES 125PRINCIPLE COFEE CHAT 110PARENT EDUCATION 250INSURANCE 288OFFICE EXPENSE-ZOOM LICENCE 114CURRICULAM SUPPORT 3,972PTA BPARD MEMBER DINNER 483TEACHER SUPPLY PRIOR YEAR 1,030TEACHER SUPPLY AND DEVELOPMENT 12,998FUND RAISER EXPENSE 35,118LIABERY BENIFITS 5,642COMMUNITY FUND CHORMBOOK 53,739
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EDUCATIONAL, FAMILY AND COMMUNITY SUPPORT FOR BELMONT CENTRAL SCHOOL SUCH AS EDUCATIONAL ACTIVITIES INCLUDING ARTISTS IN CLASS ROOM, COMPUTER LAB SUPPLIES, FIELD TRIPS, MUSIC PROGRAMS, STUDENT ASSEMBLIES AND CURRUCULAM MATERIALS. ALSO SUPPORT FOR FAMILY ACTIVITIES INCLUDING FAMILY NIGHT, FOUNDERS DAY, PARENT AND STUDENT HANDBOOKS, AND CHILD SAFETY AND PARENT EDUCATION. PROVISION OF FINANCIAL SUPPORT FOR VARIOUS EDUCATIONAL ACTIVITIES AT BELMONT CENTRAL SCHOOL. THESE ACTIVITIES INCLUDE ART IN ACTION, FIELD TRIPS, MUSIC PROGRAMS, STUDENT ASSEMLIES, CURRICULUM MATERIALS, COMPTUR LAB SUPPLIES, SCHOOL EQUIPMENT AND TUTORING (A) DIS THE ORGANIZATION DURING THE YEAR RECEIVE ANY FUNDS, DIRECTLY OR INDIRECTLY TO PAY PREMUMS ON A PERSONAL BENEFIT CONTRACT.................................................................................. ................NO (b)DID THE ORGANIZATION DURING THE YEAR PAY PREMIUMS, DIRECTLY OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.....NO
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Part IV response or note to any line in Part IV
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ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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