Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

990EZ • Fiscal year 2019 • EIN 95-3256165

Jul 01, 2018 to Jun 30, 2019 • Filed on Oct 25, 2019

4631 LA Palma AveLA Palma, CA 90623

(562) 786-3174

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$25,983

Flat from 2019

Net Assets

Flat

$25,983

Flat from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses

Revenue

Flat

$32,226

Flat from 2019

Expenses

Flat

$27,893

Flat from 2019

Net Income

Flat

$4,333

Flat from 2019

Historical Trend

Balance Sheet Trend

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 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

2019

Assets$25,983
Liabilities$0
Net Assets$25,983

Operations Trend

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 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

2019

Revenue$32,226
Expenses$27,893
Net Income$4,333
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Oct 25, 2019
Return Version
2018v3.1
Gross Receipts
$80,305
Mission and Program Overview

Mission

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-$11,604
Other program services$8,000-
THE PTA PURCHASES BINDERS AND SCHOOL FOLDERS FOR ALL STUDENTS THE BINDERS ARE PRIMARILY USED TO LOG HOMEWORK ASSIGNMENTS-$1,511
THE PTA PROVIDES HONORARIUMS TO TEACHERS TO PURCHASE CLASSROOM SUPPLIES AND PURCHASES AWARDS FOR ACHIEVING STUDENTS-$1,424
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
RONLYN GREPPOPresidentPT$0--
WARREN LAUAuditorPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Jog a Thon$34,422$34,422$27,165$7,257
Product Sale$18,640$18,640$9,301$9,339
Total Events$66,244$66,244$46,104$20,140
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
Jennifer Pease
Title
Treasurer
Phone
5627863174
Signed
2019-10-25
Discuss with paid preparer
Yes

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 11,604awards and recognitions 1,684administration 5,094school supplies 1,511school support 8,000

Other program services Part III line 31

Grants are provided to steve luther elementary school to purchase books and equipment that is helpful to the students.

Raw XML Appendix168 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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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0CYPRESS
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IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd090630
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt021650
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IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0455
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt021650
IRS990EZ/NetAssetsOrFundBalancesEOYAmt025983
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IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt025983
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IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt027893
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/DescriptionProgramSrvcAccomTxt3Other program services
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt08000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt011604
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt11511
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt21424
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
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IRS990EZ/SpecialEventsNetIncomeLossAmt031646
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
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IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt027893
IRS990EZ/TotalProgramServiceExpensesAmt014539
IRS990EZ/TotalRevenueAmt032226
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0455
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0834
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0424
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt01723
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt01306
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt04742
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0299593
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0304335
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt069552
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IRS990ScheduleA/Total509Grp/TotalAmt0304335
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt069552
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IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0JOG A THON
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0PRODUCT SALE
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt018640
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt013182
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt066244
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt034422
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt018640
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IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt046104
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt027165
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt09301
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt02
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION AMOUNTPROGRAMS AND EVENTS 11,604AWARDS AND RECOGNITIONS 1,684ADMINISTRATION 5,094SCHOOL SUPPLIES 1,511SCHOOL SUPPORT 8,000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1GRANTS ARE PROVIDED TO STEVE LUTHER ELEMENTARY SCHOOL TO PURCHASE BOOKS AND EQUIPMENT THAT IS HELPFUL TO THE STUDENTS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other program services Part III line 31
ReturnHeader/BuildTS02020-03-31 21:24:44Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0JENNIFER PEASE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05627863174
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-10-25
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
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ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt076.94.37.88
ReturnHeader/FilingSecurityInformation/IPDt02019-11-12
ReturnHeader/FilingSecurityInformation/IPTm015:04:28
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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/PreparationDt02019-11-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Mark Waldman
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02019-11-12T15:03:44-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

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Filings