Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

990EZ • Fiscal year 2018 • EIN 95-3256165

Jul 01, 2017 to Jun 30, 2018 • Filed on Oct 22, 2018

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

(562) 786-3174

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.

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

Liabilities / Revenue

54th percentile

0.00x

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

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

Net Margin

78th percentile

22%

Higher net margin than 78% of similar nonprofits.

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

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2018

Asset Growth

83rd percentile

41%

Faster asset growth than 83% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

84th percentile

42%

Faster revenue growth than 84% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets54th percentile

Assets

Up

$21,650

Up $6,298 (+41%) from 2017

Net Assets

Up

$21,650

Up $6,298 (+41%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue54th percentileNet Margin78th percentile

Revenue

Up

$28,864

Up $8,511 (+42%) from 2017

Expenses

Down

$22,566

Down $7,968 (-26%) from 2017

Net Income

Up

$6,298

Up $16,479 (+162%) from 2017

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

2018

Assets$21,650
Liabilities$0
Net Assets$21,650
Open 2018 Filing

Operations Trend

Revenue Growth84th 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

2018

Revenue$28,864
Expenses$22,566
Net Income$6,298
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Oct 22, 2018
Return Version
2017v2.2
Gross Receipts
$74,221
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-$12,169
THE PTA PURCHASES BINDERS AND SCHOOL FOLDERS FOR ALL STUDENTS THE BINDERS ARE PRIMARILY USED TO LOG HOMEWORK ASSIGNMENTS-$1,627
THE PTA PROVIDES HONORARIUMS TO TEACHERS TO PURCHASE CLASSROOM SUPPLIES AND PURCHASES AWARDS FOR ACHIEVING STUDENTS-$450
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

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

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Jog a Thon$40,817$40,817$27,165$13,652
Product Sale$20,753$20,753$11,079$9,674
Total Events$73,387$73,387$45,357$28,030
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
Ana Bennett
Title
Treasurer
Signed
2018-10-22
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

Amended return information

“There were no single donors that contributed over $5,000 and the schedule b was not required in the fiscal year ending 6/30/2017.the charitable trust number was corrected in the amended return.”

Description of other expenses Part I line 16

“Description amountprograms and events 12,169awards and recognitions 607administration 3,164school supplies 1,627school support 5,000rounding (1)”

Raw XML Appendix164 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/AmendedReturnInd0X
IRS990EZ/BooksInCareOfDetail/PersonNm0JENNIFER PEASE
IRS990EZ/BooksInCareOfDetail/PhoneNum05627863174
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt04662 SIMONE WAY
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0CYPRESS
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd090630
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt015352
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt021650
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt029
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt06298
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt015352
IRS990EZ/Form990TotalAssetsGrp/EOYAmt021650
IRS990EZ/FundraisingGrossIncomeAmt073387
IRS990EZ/GrossReceiptsAmt074221
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0805
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt015352
IRS990EZ/NetAssetsOrFundBalancesEOYAmt021650
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt015352
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt021650
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt012.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0RONLYN GREPPO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1WARREN LAU
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1AUDITOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt022566
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/ProgramServiceExpensesAmt012169
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt11627
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt2450
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt045357
IRS990EZ/SpecialEventsNetIncomeLossAmt028030
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt022566
IRS990EZ/TotalProgramServiceExpensesAmt014246
IRS990EZ/TotalRevenueAmt028864
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0834
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0424
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt01723
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt01306
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt01619
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt05906
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt073387
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt043760
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt058885
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt054464
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt05994
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0236490
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0242396
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt074221
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt044184
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt060608
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt055770
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt07613
IRS990ScheduleA/Total509Grp/TotalAmt0242396
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt074221
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt044184
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt060608
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt055770
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt07613
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0242396
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt045357
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0JOG A THON
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0PRODUCT SALE
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt040817
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt020753
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt011817
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt073387
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt040817
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt020753
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt011817
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt073387
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt028030
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt07113
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt045357
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt027165
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt011079
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt04
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THERE WERE NO SINGLE DONORS THAT CONTRIBUTED OVER $5,000 AND THE SCHEDULE B WAS NOT REQUIRED IN THE FISCAL YEAR ENDING 6/30/2017.THE CHARITABLE TRUST NUMBER WAS CORRECTED IN THE AMENDED RETURN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION AMOUNTPROGRAMS AND EVENTS 12,169AWARDS AND RECOGNITIONS 607ADMINISTRATION 3,164SCHOOL SUPPLIES 1,627SCHOOL SUPPORT 5,000ROUNDING (1)
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Amended return information
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
ReturnHeader/BuildTS02020-09-23 17:36:50Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0ANA BENNETT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-10-22
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/FilingSecurityInformation/AtSubmissionCreationDeviceId0DF8A319EE33E9FAA447251056C928004737886ED
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0DF8A319EE33E9FAA447251056C928004737886ED
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId03386412020227hvz2e2h
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02020-08-14
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt076.94.37.88
ReturnHeader/FilingSecurityInformation/IPDt02020-08-14
ReturnHeader/FilingSecurityInformation/IPTm013:46:31
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/PreparationDt02020-08-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Mark Waldman
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02020-08-14T13:45:02-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$21,650
Liabilities
$0
Net assets
$21,650
Revenue
$28,864
Expenses
$22,566
Net income
$6,298
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