Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

990EZ • Fiscal year 2025 • EIN 95-3718758

Jul 01, 2024 to Jun 30, 2025 • Filed on Nov 11, 2025

1941 E Workman AveWest Covina, CA 91791

(626) 347-1126

Siviq Scores

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

Liabilities / Assets

61st percentile

0.00x

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

2025 filings • 501(c)3 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

62nd percentile

0.00x

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

2025 filings • 501(c)3 • <$500k nonprofits • Source year 2025

Net Margin

6th percentile

-69%

Higher net margin than 6% of similar nonprofits.

2025 filings • 501(c)3 • <$500k nonprofits • Source year 2025

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.

2025 filings • 501(c)3 • <$500k nonprofits • Source year 2025

Asset Growth

4th percentile

-80%

Faster asset growth than 4% of similar nonprofits.

2025 filings • 501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

11th percentile

-33%

Faster revenue growth than 11% of similar nonprofits.

2025 filings • 501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Assets

Down

$6,278

Down $25,910 (-80%) from 2024

Net Assets

Down

$6,278

Down $25,910 (-80%) from 2024

Liabilities

Flat

$0

Flat from 2024

Revenue

Down

$37,563

Down $18,744 (-33%) from 2024

Expenses

Up

$63,473

Up $19,807 (+45%) from 2024

Net Income

Down

-$25,910

Down $38,551 (-305%) from 2024

Historical Trend

Balance Sheet Trend

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

2025

Assets$6,278
Liabilities$0
Net Assets$6,278

Operations Trend

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

2025

Revenue$37,563
Expenses$63,473
Net Income-$25,910
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Nov 11, 2025
Return Version
2024v5.2
Gross Receipts
$63,914
Mission and Program Overview

Mission

Child Advocacy

Education student support

Program Services

DescriptionGrantsExpenses
GRANTS: GRANTS SCHOLARSHIPS GIFT TO SCHOOL ASSEMBLIES FIELD TRIPS BUSES-$0
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-$0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
KATIE HERNANDEZPresidentFT$0--
JENNIFER FISHERSecretaryPT$0--
STEPHANIE FISHERTreasuryPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Candy Fundra$37,858$37,858$22,737$15,121
Bubble Run$8,844$8,844$46$8,798
Total Events$46,702$46,702$22,783$23,919
Filing and Contact Details

Filer

Filer Name
Workman Ave Elementary Pta
EIN
95-3718758
In Care Of
% KATIE HERNANEZ
Phone
6263471126
Address
1941 E WORKMAN AVE, West Covina, CA 91791

Signing Officer

Name
Katie Hernanez
Title
President
Phone
6269744900
Signed
2025-11-11
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 262

List of grants and similar amounts paid Part I line 10

Activity GRANTS SCHOLARSHIP GIFT TO SCHOOL ASSEMBLIES FIELDAmount 22,099Activity PROGRAMS FAMILY NIGHTS Amount 30,889

Description of other expenses Part I line 16

Description AmountOFFICERS EXPENSES 1,743ASSESSMENT 175BANK AND SQUARE FEES 84PTA CONVENTION 826COUNCIL DISTRICT OFFICE 934INSURANCE 288TAXES AND DEPT OF JUSTICE 250EQUIPMENT 3,064HOSPITALITY 2,826MISC 80

Raw XML Appendix175 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/BenefitsPaidToOrForMembersAmt056
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/BOYAmt032188
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt06278
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0710
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-25910
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt032188
IRS990EZ/Form990TotalAssetsGrp/EOYAmt06278
IRS990EZ/FundraisingGrossIncomeAmt050422
IRS990EZ/GrantsAndSimilarAmountsPaidAmt052988
IRS990EZ/GrossReceiptsAmt063914
IRS990EZ/GroupExemptionNum00646
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt01674
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt032188
IRS990EZ/NetAssetsOrFundBalancesEOYAmt06278
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt032188
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt06278
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/PersonNm1JENNIFER FISHER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2STEPHANIE FISHER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt010270
IRS990EZ/OtherRevenueTotalAmt0262
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0EDUCATION STUDENT SUPPORT
IRS990EZ/PrintingPublicationsPostageAmt0159
IRS990EZ/ProgramServiceRevenueAmt010846
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/ProgramServiceExpensesAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt10
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt026351
IRS990EZ/SpecialEventsNetIncomeLossAmt024071
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt063473
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt037563
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt02384
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt03555
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt09074
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt03194
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt01139
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt019346
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt061530
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt079536
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt080408
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt067257
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt01085
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0289816
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0309162
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt063914
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt083091
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt089482
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt070451
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt02224
IRS990ScheduleA/Total509Grp/TotalAmt0309162
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt063914
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt083091
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt089482
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt070451
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt02224
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0309162
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt022783
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0CANDY FUNDRA
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0BUBBLE RUN
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt037858
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt08844
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt046702
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt037858
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt08844
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt046702
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt023919
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt022783
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt022737
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt046
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountMISC REVENUE 262
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Activity GRANTS SCHOLARSHIP GIFT TO SCHOOL ASSEMBLIES FIELDAmount 22,099Activity PROGRAMS FAMILY NIGHTS Amount 30,889
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Description AmountOFFICERS EXPENSES 1,743ASSESSMENT 175BANK AND SQUARE FEES 84PTA CONVENTION 826COUNCIL DISTRICT OFFICE 934INSURANCE 288TAXES AND DEPT OF JUSTICE 250EQUIPMENT 3,064HOSPITALITY 2,826MISC 80
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/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KATIE HERNANEZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06269744900
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WORKMAN AVE ELEMENTARY PTA
ReturnHeader/Filer/BusinessNameControlTxt0WORK
ReturnHeader/Filer/EIN0953718758
ReturnHeader/Filer/InCareOfNm0% KATIE HERNANEZ
ReturnHeader/Filer/PhoneNum06263471126
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/PreparationDt02025-11-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JUDEE POST GREENBLATT EA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-11-11T09:51:58-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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No mirrored PDF or thumbnail assets are attached yet.

Filings

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2025 filings • 501(c)3 • <$500k nonprofits