Civic Intelligence

PTA California Congress of Parents Teachers & Students

990EZ • Fiscal year 2024 • EIN 95-3718758

Jul 01, 2023 to Jun 30, 2024 • Filed on Nov 05, 2024

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

56th percentile

0.00x

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

57th percentile

0.00x

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

76th percentile

22%

Higher net margin than 76% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

88th percentile

65%

Faster asset growth than 88% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

33rd percentile

-11%

Faster revenue growth than 33% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$32,188

Up $12,641 (+65%) from 2023

Net Assets

Up

$32,188

Up $12,641 (+65%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin76th percentile

Revenue

Down

$56,307

Down $6,803 (-11%) from 2023

Expenses

Down

$43,666

Down $14,024 (-24%) from 2023

Net Income

Up

$12,641

Up $7,221 (+133%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth88th percentile

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

2024

Assets$32,188
Liabilities$0
Net Assets$32,188
Open 2024 Filing

Operations Trend

Revenue Growth33rd 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

2024

Revenue$56,307
Expenses$43,666
Net Income$12,641
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Nov 5, 2024
Return Version
2023v5.1
Gross Receipts
$83,091
Mission and Program Overview

Mission

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-$35,261
GRANTS: GRANTS SCHOLARSHIPS GIFT TO SCHOOL ASSEMBLIES FIELD TRIPS BUSES-$5,708
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KATIE HERNANDEZPresidentFT$0--
BARBARA CAMPOSSecretaryPT$0--
VERONICA RIOSTreasuryPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Candy Fundra$39,047$39,047$22,301$16,746
Total Events$39,047$39,047$22,301$16,746
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
2024-11-05
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

Description of other revenue Part I line 8

“Description AmountMISC REVENUE 5,846”

List of grants and similar amounts paid Part I line 10

“Activity GRANTS SCHOLARSHIP GIFT TO SCHOOL ASSEMBLIES FIELDAmount 5,708Activity PROGRAMS FAMILY NIGHTS Amount 35,260”

Description of other expenses Part I line 16

“Description AmountOFFICERS EXPENSES 462ASSESSMENT 175BANK AND SQUARE FEES 120COUNCIL DISTRICT OFFICE 1,067INSURANCE 282TAXES AND DEPT OF JUSTICE 250”

Raw XML Appendix160 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/BenefitsPaidToOrForMembersAmt0337
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/BOYAmt019547
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt032188
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt01623
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt012641
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt019547
IRS990EZ/Form990TotalAssetsGrp/EOYAmt032188
IRS990EZ/FundraisingGrossIncomeAmt052502
IRS990EZ/GrantsAndSimilarAmountsPaidAmt040968
IRS990EZ/GrossReceiptsAmt083091
IRS990EZ/GroupExemptionNum00646
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt01932
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt019547
IRS990EZ/NetAssetsOrFundBalancesEOYAmt032188
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt019547
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt032188
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt050.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt115.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt215.00
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/PersonNm2VERONICA RIOS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt02356
IRS990EZ/OtherRevenueTotalAmt05846
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0EDUCATION STUDENT SUPPORT
IRS990EZ/PrintingPublicationsPostageAmt05
IRS990EZ/ProgramServiceRevenueAmt021188
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/ProgramServiceExpensesAmt05708
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt135261
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt026784
IRS990EZ/SpecialEventsNetIncomeLossAmt025718
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt043666
IRS990EZ/TotalProgramServiceExpensesAmt040969
IRS990EZ/TotalRevenueAmt056307
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt03555
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt09074
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt03194
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt01139
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt016962
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt079536
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt080408
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt067257
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt01085
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt062990
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0291276
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0308238
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt083091
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt089482
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt070451
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt02224
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt062990
IRS990ScheduleA/Total509Grp/TotalAmt0308238
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt083091
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt089482
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt070451
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt02224
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt062990
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0308238
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt022301
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0CANDY FUNDRA
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt039047
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt039047
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt039047
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt039047
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt016746
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt022301
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt022301
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountMISC REVENUE 5,846
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Activity GRANTS SCHOLARSHIP GIFT TO SCHOOL ASSEMBLIES FIELDAmount 5,708Activity PROGRAMS FAMILY NIGHTS Amount 35,260
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Description AmountOFFICERS EXPENSES 462ASSESSMENT 175BANK AND SQUARE FEES 120COUNCIL DISTRICT OFFICE 1,067INSURANCE 282TAXES AND DEPT OF JUSTICE 250
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other revenue Part I line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1List of grants and similar amounts paid Part I line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Description of other expenses Part I line 16
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KATIE HERNANDEZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06269744900
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-05
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/IRSResponsiblePrtyInfoCurrInd0true
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/PreparationDt02024-11-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JUDEE POST GREENBLATT EA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02024-11-05T15:26:12-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$32,188
Liabilities
$0
Net assets
$32,188
Revenue
$56,307
Expenses
$43,666
Net income
$12,641
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
2024Detailed filing. Detailed filing data is available for this year.$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