Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

990EZ • Fiscal year 2020 • EIN 95-3256165

Jul 01, 2019 to Jun 30, 2020 • Filed on Sep 02, 2020

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

55th percentile

0.00x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

55th percentile

0.00x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

55th percentile

8.7%

Higher net margin than 55% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

55th percentile

7.6%

Faster asset growth than 55% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

36th percentile

-30%

Faster revenue growth than 36% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets55th percentile

Assets

Up

$27,947

Up $1,964 (+7.6%) from 2019

Net Assets

Up

$27,947

Up $1,964 (+7.6%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin55th percentile

Revenue

Down

$22,543

Down $9,683 (-30%) from 2019

Expenses

Down

$20,579

Down $7,314 (-26%) from 2019

Net Income

Down

$1,964

Down $2,369 (-55%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth55th 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

2020

Assets$27,947
Liabilities$0
Net Assets$27,947
Open 2020 Filing

Operations Trend

Revenue Growth36th 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

2020

Revenue$22,543
Expenses$20,579
Net Income$1,964
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Sep 2, 2020
Return Version
2019v5.1
Gross Receipts
$22,543
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.-$13,845
THE PTA PURCHASES BINDERS AND SCHOOL FOLDERS FOR ALL STUDENTS. THE BINDERS ARE PRIMARILY USED TO LOG HOMEWORK ASSIGNMENTS.-$1,982
THE PTA PROVIDES HONORARIUMS TO TEACHERS TO PURCHASE CLASSROOM SUPPLIES AND PURCHASES AWARDS FOR ACHIEVING STUDENTS-$1,575
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DELIA ESPANAPresidentPT$0--
CATHERINE GRAYAuditorPT$0--
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 Marquez Pease
Title
Treasurer
Phone
5627863174
Signed
2020-09-02
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 13,846awards and recognitions 1,886administration 2,865school supplies 1,982”

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 Appendix146 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/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/BOYAmt025983
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt027947
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt022181
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt01964
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt025983
IRS990EZ/Form990TotalAssetsGrp/EOYAmt027947
IRS990EZ/GrossReceiptsAmt022543
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0362
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt025983
IRS990EZ/NetAssetsOrFundBalancesEOYAmt027947
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt025983
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt027947
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/PersonNm0DELIA ESPANA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1CATHERINE GRAY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1AUDITOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt020579
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/ProgramServiceExpensesAmt013845
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt11982
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt21575
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt020579
IRS990EZ/TotalProgramServiceExpensesAmt017402
IRS990EZ/TotalRevenueAmt022543
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0362
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0455
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0834
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0424
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt01723
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt03798
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt022181
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt069097
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt073387
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt043760
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt058885
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0267310
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0271108
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt022543
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt069552
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt074221
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt044184
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt060608
IRS990ScheduleA/Total509Grp/TotalAmt0271108
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt022543
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt069552
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt074221
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt044184
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt060608
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0271108
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION AMOUNTPROGRAMS AND EVENTS 13,846AWARDS AND RECOGNITIONS 1,886ADMINISTRATION 2,865SCHOOL SUPPLIES 1,982
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/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JENNIFER MARQUEZ PEASE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05627863174
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-09-02
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/FederalOriginalSubmissionId03386412020254lr4tbfw
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02020-09-10
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt076.94.37.88
ReturnHeader/FilingSecurityInformation/IPDt02020-09-10
ReturnHeader/FilingSecurityInformation/IPTm014:30:00
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/PreparationDt02020-09-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Mark Waldman
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02020-09-10T14:29:03-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$27,947
Liabilities
$0
Net assets
$27,947
Revenue
$22,543
Expenses
$20,579
Net income
$1,964
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