Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

990EZ • Fiscal year 2023 • EIN 95-3718758

Jul 01, 2022 to Jun 30, 2023 • Filed on Nov 15, 2023

Organization Profile
1941 E Workman AveWest Covina, CA 91791

(626) 974-4900

Siviq Scores

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

Liabilities / Assets

64th percentile

0.00x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

63rd percentile

0.00x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

60th percentile

8.6%

Higher net margin than 60% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

88th percentile

$0

Higher top officer pay than 88% of similar nonprofits.

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2022 to 2023

Revenue Growth

72nd percentile

29%

Faster revenue growth than 72% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets64th percentile

Assets

Up

$19,547

Up $19,547 from 2022

Net Assets

Up

$19,547

Up $19,547 from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue63rd percentileNet Margin60th percentile

Revenue

Up

$63,110

Up $14,240 (+29%) from 2022

Expenses

Up

$57,690

Up $12,227 (+27%) from 2022

Net Income

Up

$5,420

Up $2,013 (+59%) from 2022

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$40K$30K$20K$10K$0Assets 2012: $8,225Liabilities 2012: $02012Assets 2015: $8,867Liabilities 2015: $0Net Assets 2015: $8,8672015Assets 2016: $12,098Liabilities 2016: $0Net Assets 2016: $12,0982016Assets 2017: $9,184Liabilities 2017: $0Net Assets 2017: $9,1842017Assets 2018: $5,271Liabilities 2018: $02018Assets 2019: $9,498Liabilities 2019: $02019Assets 2020: $17,299Liabilities 2020: $0Net Assets 2020: $17,2992020Assets 2022: $0Liabilities 2022: $0Net Assets 2022: $02022Assets 2023: $19,547Liabilities 2023: $0Net Assets 2023: $19,5472023Assets 2024: $32,188Liabilities 2024: $0Net Assets 2024: $32,1882024Assets 2025: $6,278Liabilities 2025: $0Net Assets 2025: $6,2782025

Highlighted filing

2023

Assets$19,547
Liabilities$0
Net Assets$19,547
Open 2023 Filing

Operations Trend

Revenue Growth72nd percentile

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

$100K$50K$0-$50KRevenue 2012: $49,067Expenses 2012: $49,877Net Income 2012: -$8102012Revenue 2015: $33,000Expenses 2015: $29,647Net Income 2015: $3,3532015Revenue 2016: $44,460Expenses 2016: $41,229Net Income 2016: $3,2312016Revenue 2017: $47,031Expenses 2017: $49,945Net Income 2017: -$2,9142017Revenue 2018: $38,592Expenses 2018: $42,505Net Income 2018: -$3,9132018Revenue 2019: $31,192Expenses 2019: $26,965Net Income 2019: $4,2272019Revenue 2020: $39,731Expenses 2020: $31,930Net Income 2020: $7,8012020Revenue 2022: $48,870Expenses 2022: $45,463Net Income 2022: $3,4072022Revenue 2023: $63,110Expenses 2023: $57,690Net Income 2023: $5,4202023Revenue 2024: $56,307Expenses 2024: $43,666Net Income 2024: $12,6412024Revenue 2025: $37,563Expenses 2025: $63,473Net Income 2025: -$25,9102025

Highlighted filing

2023

Revenue$63,110
Expenses$57,690
Net Income$5,420
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Nov 15, 2023
Return Version
2022v5.0
Gross Receipts
$89,482
Mission and Program Overview

Mission

Child Advocacy

Education student support

Program Services

DescriptionGrantsExpenses
PROGRAMS: PANCAKE BREAKFAST COLLEGE T SHIRTS CARNVIAL HALLOWEEN FILM NIGHT HOLIDAY SHOP SANTA AND PJS PROGRAM SWEETHEART DANCE READ ACROSS AMERICA DAY BOOKFAIR FAMILY NIGHTS RED RI-$38,154
GRANTS: GRANTS SCHOLARSHIPS GIFT TO SCHOOL ASSEMBLIES FIELD TRIPS BUSES-$9,606
Compensation and Service Providers
Top Officer Pay88th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KATIE HERNANDEZPresidentPT$0--
BARBARA CAMPOSSecretary-$0--
CECILIA GONZALIZTreasury-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Candy Fundra$40,480$40,480$23,454$17,026
Color Run$11,350$11,350$90$11,260
Total Events$51,830$51,830$23,544$28,286
Filing and Contact Details

Filer

Filer Name
Workman Ave Elementary Pta
EIN
95-3718758
Address
1941 E WORKMAN AVE, West Covina, CA 91791

Signing Officer

Name
Katie Hernandez
Title
President
Phone
6269744900
Signed
2023-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Jp Financial Services Inc
Address
PO BOX 1816, Glendora, CA 91740
Preparer
Judee Post Greenblatt Ea
Phone
6084496307
Supplemental Narrative

Additional Explanations

List of grants and similar amounts paid Part I line 10

“Activity GRANTS SCHOLARSHIP GIFT TO SCHOOL ASSEMBLIES FIELDAmount 9,606Activity PROGRAMS FAMILY NIGHTS Amount 38,154”

Description of other expenses Part I line 16

“Description AmountOFFICERS EXPENSES 924ASSESSMENT 175BANK AND SQUARE FEES 104PTA CONVENTION 1,924COUNCIL DISTRICT OFFICE 1,130INSURANCE 272TAXES AND DEPT OF JUSTICE 4,960MEMBERSHIP CAMPAIGN EXPENSE 269MISC RETURN ADJUSTMENTS 40”

Raw XML Appendix167 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/PersonNm0KATIE HERNANDEZ
IRS990EZ/BooksInCareOfDetail/PhoneNum06269744900
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01941 WORKMAN AVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0West Covina
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd091791
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt014127
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt019547
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt08384
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt05420
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt014127
IRS990EZ/Form990TotalAssetsGrp/EOYAmt019547
IRS990EZ/FundraisingGrossIncomeAmt058259
IRS990EZ/GrantsAndSimilarAmountsPaidAmt047760
IRS990EZ/GrossReceiptsAmt089482
IRS990EZ/GroupExemptionNum00646
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0690
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt014127
IRS990EZ/NetAssetsOrFundBalancesEOYAmt019547
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt014127
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt019547
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt025.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0KATIE HERNANDEZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1BARBARA CAMPOS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2CECILIA GONZALIZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt09798
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0EDUCATION STUDENT SUPPORT
IRS990EZ/PrintingPublicationsPostageAmt0132
IRS990EZ/ProgramServiceRevenueAmt022149
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0GRANTS: GRANTS SCHOLARSHIPS GIFT TO SCHOOL ASSEMBLIES FIELD TRIPS BUSES
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1PROGRAMS: PANCAKE BREAKFAST COLLEGE T SHIRTS CARNVIAL HALLOWEEN FILM NIGHT HOLIDAY SHOP SANTA AND PJS PROGRAM SWEETHEART DANCE READ ACROSS AMERICA DAY BOOKFAIR FAMILY NIGHTS RED RI
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt09606
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt138154
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt026372
IRS990EZ/SpecialEventsNetIncomeLossAmt031887
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt057690
IRS990EZ/TotalProgramServiceExpensesAmt047760
IRS990EZ/TotalRevenueAmt063110
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt09074
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt03194
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt01139
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt01377
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt03415
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt018199
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt080408
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt067257
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt01085
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt062990
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt073212
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0284952
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0303151
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt089482
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt070451
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt02224
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt064367
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt076627
IRS990ScheduleA/Total509Grp/TotalAmt0303151
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt089482
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt070451
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt02224
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt064367
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt076627
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0303151
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt023544
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0CANDY FUNDRA
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0COLOR RUN
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt040480
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt011350
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt051830
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt040480
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt011350
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt051830
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt028286
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt023544
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt023454
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt090
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Activity GRANTS SCHOLARSHIP GIFT TO SCHOOL ASSEMBLIES FIELDAmount 9,606Activity PROGRAMS FAMILY NIGHTS Amount 38,154
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description AmountOFFICERS EXPENSES 924ASSESSMENT 175BANK AND SQUARE FEES 104PTA CONVENTION 1,924COUNCIL DISTRICT OFFICE 1,130INSURANCE 272TAXES AND DEPT OF JUSTICE 4,960MEMBERSHIP CAMPAIGN EXPENSE 269MISC RETURN ADJUSTMENTS 40
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0List of grants and similar amounts paid Part I line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL2
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd000
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KATIE HERNANDEZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06269744900
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WORKMAN AVE ELEMENTARY PTA
ReturnHeader/Filer/BusinessNameControlTxt0WORK
ReturnHeader/Filer/EIN0953718758
ReturnHeader/Filer/USAddress/AddressLine1Txt01941 E WORKMAN AVE
ReturnHeader/Filer/USAddress/CityNm0West Covina
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd091791
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0800744658
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JP FINANCIAL SERVICES INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 1816
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Glendora
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd091740
ReturnHeader/PreparerPersonGrp/PhoneNum06084496307
ReturnHeader/PreparerPersonGrp/PreparationDt02023-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JUDEE POST GREENBLATT EA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02023-11-15T14:19:53-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0KATIE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0HERNANDEZ
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$19,547
Liabilities
$0
Net assets
$19,547
Revenue
$63,110
Expenses
$57,690
Net income
$5,420
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$6.28$0.00$6.28$37.6$63.5$25.9
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$32.2$0.00$32.2$56.3$43.7$12.6
2023Detailed filing. Detailed filing data is available for this year.$19.5$0.00$19.5$63.1$57.7$5.42
2022Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$48.9$45.5$3.41
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$17.3$0.00$17.3$39.7$31.9$7.80
2019Summary only. Only limited summary data is available for this year.$9.50$0.00$31.2$27.0$4.23
2018Summary only. Only limited summary data is available for this year.$5.27$0.00$38.6$42.5$3.91
2017Detailed filing. Detailed filing data is available for this year.$9.18$0.00$9.18$47.0$49.9$2.91
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$12.1$0.00$12.1$44.5$41.2$3.23
2015Detailed filing. Detailed filing data is available for this year.$8.87$0.00$8.87$33.0$29.6$3.35
2012Summary only. Only limited summary data is available for this year.$8.23$0.00$49.1$49.9$0.81