Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

990EZ • Fiscal year 2015 • EIN 95-3718758

Jul 01, 2014 to Jun 30, 2015 • Filed on Sep 06, 2015

Organization Profile
1941 East Workman AveCovina, CA 91723

(626) 383-9314

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.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

54th percentile

0.00x

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Net Margin

64th percentile

10%

Higher net margin than 64% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2015

Asset Growth

52nd percentile

2.5%

Faster asset growth than 52% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2015

Revenue Growth

31st percentile

-12%

Faster revenue growth than 31% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2015

Balance Sheet
Liabilities / Assets54th percentile

Assets

Up

$8,867

Up $642 (+7.8%) from 2012

Net Assets

$8,867

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2012

Revenue And Expenses
Liabilities / Revenue54th percentileNet Margin64th percentile

Revenue

Down

$33,000

Down $16,067 (-33%) from 2012

Expenses

Down

$29,647

Down $20,230 (-41%) from 2012

Net Income

Up

$3,353

Up $4,163 (+514%) from 2012

Historical Trend

Balance Sheet Trend

Asset Growth52nd 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

2015

Assets$8,867
Liabilities$0
Net Assets$8,867
Open 2015 Filing

Operations Trend

Revenue Growth31st 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

2015

Revenue$33,000
Expenses$29,647
Net Income$3,353
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Sep 6, 2015
Return Version
2014v5.0
Gross Receipts
$52,804
Mission and Program Overview

Mission

Child Advocacy

Educational supportstudent activities

Program Services

DescriptionGrantsExpenses
STUDENT SUPPORT ENRICHMENTEDUCATIONAL PROGRAMS AND ASSEMBLIES THAT SUPPLEMENT AND ENHANCE SCHOOL ACTIVITIES-$23,408
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
KELLY SCHWEDLERPresidentPT$0--
OLGA BENJAMINSSecretaryPT$0--
CYNDI REGRETTreasurerPT$0--
CHRISTY CRUZAuditorPT$0--
LESLIE EVENSENFundraiserPT$0--
YOLANDA PALAACIOSMembership-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Winter Fundr$21,996$21,996$11,446$10,550
Fall Fundrai$11,851$11,851$6,815$5,036
Total Events$35,325$35,325$20,794$14,531
Filing and Contact Details

Filer

Filer Name
Workman Avenue Elementary Pta
EIN
95-3718758
Address
1941 EAST WORKMAN AVE, COVINA, CA 91723

Signing Officer

Name
Cyndi Regret
Title
Treasurer
Signed
2015-09-06
Discuss with paid preparer
Yes

Preparer

Firm
Albert E Jeffrey Tax
Address
4702 N DUXFORD AVE, Covina, CA 91722
Preparer
Albert E Jeffrey
Phone
6269153408
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

“Description amountspring carnival 1,634book fair 5,788yearbook 3,199student enrichment 1,715family event/parent enrichment 1,886red ribbon week 237reflections 194college t shirts 3,180hsa awards 781t-shirt sales 2,898staff enrichment 589asssemblies 1,110school gifts 2,334classroom grants 340council assessment 125insurance state fee 209pts administrative supplies 916workshops/luncheons 884attorney general 75return deposit 27repairs 197council membership amount 1,329”

Raw XML Appendix165 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/PersonNm0CYNDI REGRET
IRS990EZ/BooksInCareOfDetail/PhoneNum06263839314
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01941 EAST WORKMAN AVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0COVINA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd091722
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt05514
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt08867
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt03353
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt05514
IRS990EZ/Form990TotalAssetsGrp/EOYAmt08867
IRS990EZ/FundraisingGrossIncomeAmt035325
IRS990EZ/GrossReceiptsAmt052804
IRS990EZ/GroupExemptionNum00646
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0715
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt05514
IRS990EZ/NetAssetsOrFundBalancesEOYAmt08867
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt05514
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt08867
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt015.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt212.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt35.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt47.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt54.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0KELLY SCHWEDLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1OLGA BENJAMINS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2CYNDI REGRET
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3CHRISTY CRUZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4LESLIE EVENSEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5YOLANDA PALAACIOS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3AUDITOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4FUNDRAISER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5MEMBERSHIP
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt029647
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0EDUCATIONAL SUPPORTSTUDENT ACTIVITIES
IRS990EZ/ProgramServiceRevenueAmt016764
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0STUDENT SUPPORT ENRICHMENTEDUCATIONAL PROGRAMS AND ASSEMBLIES THAT SUPPLEMENT AND ENHANCE SCHOOL ACTIVITIES
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt023408
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt019804
IRS990EZ/SpecialEventsNetIncomeLossAmt015521
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt029647
IRS990EZ/TotalProgramServiceExpensesAmt023408
IRS990EZ/TotalRevenueAmt033000
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0715
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt01510
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt02225
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt052804
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt069457
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt0122261
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportTotal509Amt0124486
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt053519
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt070967
IRS990ScheduleA/Total509Grp/TotalAmt0124486
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt053519
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt070967
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0124486
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt020794
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0FALL FUNDRAI
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0WINTER FUNDR
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt011851
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt021996
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt01478
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt035325
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt011851
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt021996
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt01478
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt035325
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt014531
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt0426
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent2Amt0564
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt0990
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt01543
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt019804
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt06815
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt011446
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION AMOUNTSPRING CARNIVAL 1,634BOOK FAIR 5,788YEARBOOK 3,199STUDENT ENRICHMENT 1,715FAMILY EVENT/PARENT ENRICHMENT 1,886RED RIBBON WEEK 237REFLECTIONS 194COLLEGE T SHIRTS 3,180HSA AWARDS 781T-SHIRT SALES 2,898STAFF ENRICHMENT 589ASSSEMBLIES 1,110SCHOOL GIFTS 2,334CLASSROOM GRANTS 340COUNCIL ASSESSMENT 125INSURANCE STATE FEE 209PTS ADMINISTRATIVE SUPPLIES 916WORKSHOPS/LUNCHEONS 884ATTORNEY GENERAL 75RETURN DEPOSIT 27REPAIRS 197COUNCIL MEMBERSHIP AMOUNT 1,329
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CYNDI REGRET
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-09-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WORKMAN AVENUE ELEMENTARY PTA
ReturnHeader/Filer/BusinessNameControlTxt0WORK
ReturnHeader/Filer/EIN0953718758
ReturnHeader/Filer/USAddress/AddressLine1Txt01941 EAST WORKMAN AVE
ReturnHeader/Filer/USAddress/CityNm0COVINA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd091723
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0800202401
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ALBERT E JEFFREY TAX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04702 N DUXFORD AVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Covina
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd091722
ReturnHeader/PreparerPersonGrp/PhoneNum06269153408
ReturnHeader/PreparerPersonGrp/PreparationDt02015-09-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ALBERT E JEFFREY
ReturnHeader/ReturnTs02015-09-14T20:05:08-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$8,867
Liabilities
$0
Net assets
$8,867
Revenue
$33,000
Expenses
$29,647
Net income
$3,353
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