Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

990EZ • Fiscal year 2016 • EIN 95-3256165

Jul 01, 2015 to Jun 30, 2016 • Filed on Oct 14, 2016

Organization ProfileSTEVELUTHERPTA.ORG
4631 LA Palma AveLA Palma, CA 90623

(818) 235-6958

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

54th percentile

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

54th percentile

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

81st percentile

24%

Higher net margin than 81% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2016

Asset Growth

83rd percentile

43%

Faster asset growth than 83% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

77th percentile

26%

Faster revenue growth than 77% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets54th percentile

Assets

Up

$25,533

Up $7,648 (+43%) from 2015

Net Assets

Up

$25,533

Up $7,648 (+43%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue54th percentileNet Margin81st percentile

Revenue

Up

$31,804

Up $6,643 (+26%) from 2015

Expenses

Down

$24,156

Down $1,355 (-5.3%) from 2015

Net Income

Up

$7,648

Up $7,998 (+2285%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth83rd percentile

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

$30K$20K$10K$0Assets 2012: $23,933Liabilities 2012: $02012Assets 2013: $10,868Liabilities 2013: $02013Assets 2014: $18,378Liabilities 2014: $02014Assets 2015: $17,885Liabilities 2015: $0Net Assets 2015: $17,8852015Assets 2016: $25,533Liabilities 2016: $0Net Assets 2016: $25,5332016Assets 2017: $15,352Liabilities 2017: $0Net Assets 2017: $15,3522017Assets 2018: $21,650Liabilities 2018: $0Net Assets 2018: $21,6502018Assets 2019: $25,983Liabilities 2019: $0Net Assets 2019: $25,9832019Assets 2020: $27,947Liabilities 2020: $0Net Assets 2020: $27,9472020Assets 2024: $16,024Liabilities 2024: $0Net Assets 2024: $16,0242024Assets 2025: $18,972Liabilities 2025: $0Net Assets 2025: $18,9722025

Highlighted filing

2016

Assets$25,533
Liabilities$0
Net Assets$25,533
Open 2016 Filing

Operations Trend

Revenue Growth77th percentile

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

$60K$40K$20K$0-$20KRevenue 2012: $21,311Expenses 2012: $21,807Net Income 2012: -$4962012Revenue 2013: $13,888Expenses 2013: $27,236Net Income 2013: -$13,3482013Revenue 2014: $23,752Expenses 2014: $16,242Net Income 2014: $7,5102014Revenue 2015: $25,161Expenses 2015: $25,511Net Income 2015: -$3502015Revenue 2016: $31,804Expenses 2016: $24,156Net Income 2016: $7,6482016Revenue 2017: $20,353Expenses 2017: $30,534Net Income 2017: -$10,1812017Revenue 2018: $28,864Expenses 2018: $22,566Net Income 2018: $6,2982018Revenue 2019: $32,226Expenses 2019: $27,893Net Income 2019: $4,3332019Revenue 2020: $22,543Expenses 2020: $20,579Net Income 2020: $1,9642020Revenue 2024: $40,941Expenses 2024: $47,533Net Income 2024: -$6,5922024Revenue 2025: $35,692Expenses 2025: $32,744Net Income 2025: $2,9482025

Highlighted filing

2016

Revenue$31,804
Expenses$24,156
Net Income$7,648
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Oct 14, 2016
Return Version
2015v2.1
Gross Receipts
$62,483
Mission and Program Overview

Mission

Parent-teacher organization to enhance student experiences

Parent teacher organization

Program Services

DescriptionGrantsExpenses
THE PTA SPONSORS ACTIVITIES AND EVENTS TO ENHANCE STUDENTS ACADEMIC AND NON-ACADEMIC EXPERIENCES 500 STUDENTS AND SOMETIMES THEIR PARENTS ARE ABLE TO PARTICIPATE IN EVENTS-$13,345
THE PTA PURCHASES BINDERS AND SCHOOL FOLDERS FOR ALL STUDENTS THE BINDERS ARE PRIMARILY USED TO LOG HOMEWORK ASSIGNMENTS-$1,907
THE PTA PROVIDES HONORARIUMS TO TEACHERS TO PURCHASE CLASSROOM SUPPLIES AND PURCHASES AWARDS FOR ACHIEVING STUDENTS-$902
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
CHANTEL NOSAKAPresidentPT$0--
SOPHIA PROVENCIOAuditorPT$0--
RONLYN GREPPOExecutive Vice PresidentPT$0--
WARREN LAUTreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Product Sale$28,345$28,345-$28,345
Bookfair$8,419$8,419-$8,419
Total Events$58,885$58,885-$58,885
Filing and Contact Details

Filer

Filer Name
Steve Luther Elementary Pta
EIN
95-3256165
Address
4631 LA PALMA AVE, LA PALMA, CA 90623

Signing Officer

Name
Warren Lau
Title
Treasurer
Signed
2016-10-14
Discuss with paid preparer
No

Preparer

Firm
Waldman Tax and Financial Svcs Inc
Address
7861 Valley View Street, La Palma, CA 90623
Preparer
Mark Waldman
Phone
7142289978
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

“Description amountprograms and events 13,345awards and recognitions 902administration 8,000school supplies 1,907rounding 2”

Raw XML Appendix162 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/PersonNm0WARREN LAU
IRS990EZ/BooksInCareOfDetail/PhoneNum08182356958
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt04781 ELBEN DRIVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0LA PALMA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd090623
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt017885
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt025533
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt01263
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt07648
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt017885
IRS990EZ/Form990TotalAssetsGrp/EOYAmt025533
IRS990EZ/FundraisingGrossIncomeAmt058885
IRS990EZ/GamingGrossIncomeAmt01875
IRS990EZ/GrossReceiptsAmt062483
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0460
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt017885
IRS990EZ/NetAssetsOrFundBalancesEOYAmt025533
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt017885
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt025533
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt012.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt210.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0CHANTEL NOSAKA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1SOPHIA PROVENCIO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2RONLYN GREPPO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3WARREN LAU
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1AUDITOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2EXECUTIVE VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt024156
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PARENT TEACHER ORGANIZATION
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE PTA SPONSORS ACTIVITIES AND EVENTS TO ENHANCE STUDENTS ACADEMIC AND NON-ACADEMIC EXPERIENCES 500 STUDENTS AND SOMETIMES THEIR PARENTS ARE ABLE TO PARTICIPATE IN EVENTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1THE PTA PURCHASES BINDERS AND SCHOOL FOLDERS FOR ALL STUDENTS THE BINDERS ARE PRIMARILY USED TO LOG HOMEWORK ASSIGNMENTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2THE PTA PROVIDES HONORARIUMS TO TEACHERS TO PURCHASE CLASSROOM SUPPLIES AND PURCHASES AWARDS FOR ACHIEVING STUDENTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt013345
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt11907
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt2902
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt030679
IRS990EZ/SpecialEventsNetIncomeLossAmt030081
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt024156
IRS990EZ/TotalProgramServiceExpensesAmt016154
IRS990EZ/TotalRevenueAmt031804
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt01723
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt01306
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt01619
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0235
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt01369
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt06252
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt058885
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt054464
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt05994
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt013888
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt019942
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0153173
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0159425
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt060608
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt055770
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt07613
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt014123
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt021311
IRS990ScheduleA/Total509Grp/TotalAmt0159425
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt060608
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt055770
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt07613
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt014123
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt021311
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0159425
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0PRODUCT SALE
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0BOOKFAIR
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt028345
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt08419
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt022121
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt058885
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt028345
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt08419
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt022121
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt058885
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt058885
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt05
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION AMOUNTPROGRAMS AND EVENTS 13,345AWARDS AND RECOGNITIONS 902ADMINISTRATION 8,000SCHOOL SUPPLIES 1,907ROUNDING 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0WARREN LAU
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-10-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0STEVE LUTHER ELEMENTARY PTA
ReturnHeader/Filer/BusinessNameControlTxt0STEV
ReturnHeader/Filer/EIN0953256165
ReturnHeader/Filer/USAddress/AddressLine1Txt04631 LA PALMA AVE
ReturnHeader/Filer/USAddress/CityNm0LA PALMA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd090623
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0461188819
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Waldman Tax and Financial Svcs Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt07861 Valley View Street
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0La Palma
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd090623
ReturnHeader/PreparerPersonGrp/PhoneNum07142289978
ReturnHeader/PreparerPersonGrp/PreparationDt02016-10-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Mark Waldman
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02016-10-14T10:48:53-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$25,533
Liabilities
$0
Net assets
$25,533
Revenue
$31,804
Expenses
$24,156
Net income
$7,648
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$19.0$0.00$19.0$35.7$32.7$2.95
2024Detailed filing. Detailed filing data is available for this year.$16.0$0.00$16.0$40.9$47.5$6.59
2020Detailed filing. Detailed filing data is available for this year.$27.9$0.00$27.9$22.5$20.6$1.96
2019Detailed filing. Detailed filing data is available for this year.$26.0$0.00$26.0$32.2$27.9$4.33
2018Detailed filing. Detailed filing data is available for this year.$21.7$0.00$21.7$28.9$22.6$6.30
2017Detailed filing. Detailed filing data is available for this year.$15.4$0.00$15.4$20.4$30.5$10.2
2016Detailed filing. Detailed filing data is available for this year.$25.5$0.00$25.5$31.8$24.2$7.65
2015Detailed filing. Detailed filing data is available for this year.$17.9$0.00$17.9$25.2$25.5$0.35
2014Summary only. Only limited summary data is available for this year.$18.4$0.00$23.8$16.2$7.51
2013Summary only. Only limited summary data is available for this year.$10.9$0.00$13.9$27.2$13.3
2012Summary only. Only limited summary data is available for this year.$23.9$0.00$21.3$21.8$0.50