Civic Intelligence

PTA California Congress Valley View PTA

EIN 95-3846609 • 501(c)3 • Lancaster, CA

Profile

To develop and promote elementary school education activities through parental involvement and interaction with the local public education agency, west side school district.

Refreshing map…

3310 West Avenue L-8Lancaster, CA 93536

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2025

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2025

Net Margin

3rd percentile

-1109%

Higher net margin than 3% of similar nonprofits.

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

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

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

Asset Growth

29th percentile

-26%

Faster asset growth than 29% of similar nonprofits.

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

Revenue Growth

5th percentile

-96%

Faster revenue growth than 5% of similar nonprofits.

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

Assets

Down

$11,476

Down $246 (-2.1%) from 2022

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$11,476

Down $246 (-2.1%) from 2022

Revenue

Down

$6,832

Down $3,342 (-33%) from 2022

Expenses

Down

$7,078

Down $3,669 (-34%) from 2022

Net Income

Up

-$246

Up $327 (+57%) from 2022

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$60K$40K$20K$0Assets 2011: $29,477Liabilities 2011: $02011Assets 2012: $43,421Net Assets 2012: $43,4212012Assets 2013: $19,270Net Assets 2013: $19,2702013Assets 2014: $21,841Net Assets 2014: $21,8412014Assets 2015: $24,757Net Assets 2015: $24,7572015Assets 2016: $26,551Net Assets 2016: $26,5512016Assets 2017: $31,678Net Assets 2017: $31,6782017Assets 2018: $21,765Net Assets 2018: $21,7652018Assets 2019: $11,234Net Assets 2019: $11,2342019Assets 2020: $19,816Net Assets 2020: $19,8162020Assets 2021: $12,295Net Assets 2021: $12,2952021Assets 2022: $11,722Net Assets 2022: $11,7222022Assets 2023: $11,476Net Assets 2023: $11,4762023

Highlighted filing

2023

Assets$11,476
Liabilities-
Net Assets$11,476

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$100K$50K$0-$50KRevenue 2011: $30,496Expenses 2011: $15,577Net Income 2011: $14,9192011Revenue 2012: $36,923Expenses 2012: $22,979Net Income 2012: $13,9442012Revenue 2013: $44,678Expenses 2013: $68,829Net Income 2013: -$24,1512013Revenue 2014: $32,191Expenses 2014: $29,620Net Income 2014: $2,5712014Revenue 2015: $26,693Expenses 2015: $23,777Net Income 2015: $2,9162015Revenue 2016: $24,894Expenses 2016: $23,100Net Income 2016: $1,7942016Revenue 2017: $22,588Expenses 2017: $17,461Net Income 2017: $5,1272017Revenue 2018: $24,797Expenses 2018: $34,710Net Income 2018: -$9,9132018Revenue 2019: $7,790Expenses 2019: $18,321Net Income 2019: -$10,5312019Revenue 2020: $21,306Expenses 2020: $12,724Net Income 2020: $8,5822020Revenue 2021: -$1,670Expenses 2021: $5,851Net Income 2021: -$7,5212021Revenue 2022: $10,174Expenses 2022: $10,747Net Income 2022: -$5732022Revenue 2023: $6,832Expenses 2023: $7,078Net Income 2023: -$2462023

Highlighted filing

2023

Revenue$6,832
Expenses$7,078
Net Income-$246

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$11.5$11.5$6.83$7.08$0.25
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$11.7$11.7$10.2$10.7$0.57
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$12.3$12.3$1.67$5.85$7.52
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$19.8$19.8$21.3$12.7$8.58
2019Detailed filing. Detailed filing data is available for this year.$11.2$11.2$7.79$18.3$10.5
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$21.8$21.8$24.8$34.7$9.91
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$31.7$31.7$22.6$17.5$5.13
2016Detailed filing. Detailed filing data is available for this year.$26.6$26.6$24.9$23.1$1.79
2015Detailed filing. Detailed filing data is available for this year.$24.8$24.8$26.7$23.8$2.92
2014Detailed filing. Detailed filing data is available for this year.$21.8$21.8$32.2$29.6$2.57
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$19.3$19.3$44.7$68.8$24.2
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$43.4$43.4$36.9$23.0$13.9
2011Summary only. Only limited summary data is available for this year.$29.5$0.00$30.5$15.6$14.9
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Nov 15, 2023
Return Version
2022v5.0
Gross Receipts
$61,610
Mission and Program Overview

Mission

To develop and promote elementary school education activities through parental involvement and interaction with the local public education agency, west side school district.

Program Services

DescriptionGrantsExpenses
TO DEVELOP AND PROMOTE ELEMENTARY SCHOOL EDUCATION ACTIVITIES THROUGH PARENTAL INVOLVEMENT AND INTERACTION WITH THE LOCAL PUBLIC EDUCATION AGENCY, WEST SIDE SCHOOL DISTRICT.-$2,878
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
HALEY KOWALSKIPresidentPT$0--
ALLANA GARZATreasurerPT$0--
JEN HARTSecretaryPT$0--
MISTI BEESONVice PresidentPT$0--
SHASTA HOWARDAuditorPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Other School Events$33,517$33,517$32,631$886
Fall Fundraiser$18,934$18,934$15,451$3,483
Total Events$58,903$58,903$54,005$4,898
Filing and Contact Details

Filer

Filer Name
Pta California Congress Valley View Pta
EIN
95-3846609
Phone
6619432451
Address
3310 WEST AVENUE L-8, LANCASTER, CA 93536

Signing Officer

Name
Allana Garza
Title
Treasurer
Signed
2023-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Burkey Cox Evans & Bradford
Address
1058 W AVENUE M14, PALMDALE, CA 93551
Preparer
Sarah Cox EA
Phone
6612672005
Supplemental Narrative

Additional Explanations

Other Expenses.1

OPERATIONAL COSTS $2565

Other Expenses.2

CASH BANK EXPENSE $1700

Other Expenses.3

Staff and volunteer gifts $1500

Other Expenses.4

Membership incentives $1000

Other Expenses.5

Educational resources $240

Other Expenses.6

DUES & SUBSCRIPTIONS $73

Raw XML Appendix182 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
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IRS990EZ/BooksInCareOfDetail/PhoneNum06614782482
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt03310 WEST AVE L-8
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0LANCASTER
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd093536
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt011722
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IRS990EZ/ContributionsGiftsGrantsEtcAmt0339
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-246
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt011722
IRS990EZ/Form990TotalAssetsGrp/EOYAmt011476
IRS990EZ/FundraisingGrossIncomeAmt060173
IRS990EZ/GrossReceiptsAmt061610
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt0700
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0398
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt011722
IRS990EZ/NetAssetsOrFundBalancesEOYAmt011476
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt011722
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt011476
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt015.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt415.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0HALEY KOWALSKI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ALLANA GARZA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JEN HART
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MISTI BEESON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4SHASTA HOWARD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4AUDITOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt07078
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO DEVELOP AND PROMOTE ELEMENTARY SCHOOL EDUCATION ACTIVITIES THROUGH PARENTAL INVOLVEMENT AND INTERACTION WITH THE LOCAL PUBLIC EDUCATION AGENCY, WEST SIDE SCHOOL DISTRICT.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO DEVELOP AND PROMOTE ELEMENTARY SCHOOL EDUCATION ACTIVITIES THROUGH PARENTAL INVOLVEMENT AND INTERACTION WITH THE LOCAL PUBLIC EDUCATION AGENCY, WEST SIDE SCHOOL DISTRICT.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt02878
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt054778
IRS990EZ/SpecialEventsNetIncomeLossAmt05395
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt07078
IRS990EZ/TotalProgramServiceExpensesAmt02878
IRS990EZ/TotalRevenueAmt06832
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0688
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0215
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0428
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0191
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt01703
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt044
IRS990ScheduleA/OtherIncome509Grp/TotalAmt044
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.97480
IRS990ScheduleA/PublicSupportPY509Pct00.98560
IRS990ScheduleA/PublicSupportTotal509Amt01703
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0688
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0181
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0428
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0191
IRS990ScheduleA/Total509Grp/TotalAmt01703
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0688
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0181
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0259
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0428
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0191
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01747
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt054005
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0OTHER SCHOOL EVENTS
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0FALL FUNDRAISER
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt033517
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt018934
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt06452
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt058903
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt033517
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt018934
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt06452
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt058903
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt04898
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt05923
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt054005
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt032631
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt015451
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0OPERATIONAL COSTS $2565
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1CASH BANK EXPENSE $1700
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2STAFF AND VOLUNTEER GIFTS $1500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3MEMBERSHIP INCENTIVES $1000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4EDUCATIONAL RESOURCES $240
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5DUES & SUBSCRIPTIONS $73
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.6
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ALLANA GARZA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA CALIFORNIA CONGRESS VALLEY VIEW PTA
ReturnHeader/Filer/BusinessNameControlTxt0PTAC
ReturnHeader/Filer/EIN0953846609
ReturnHeader/Filer/PhoneNum06619432451
ReturnHeader/Filer/USAddress/AddressLine1Txt03310 WEST AVENUE L-8
ReturnHeader/Filer/USAddress/CityNm0LANCASTER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093536
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0952868411
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01058 W AVENUE M14
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PALMDALE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd093551
ReturnHeader/PreparerPersonGrp/PhoneNum06612672005
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Sarah Cox EA
ReturnHeader/ReturnTs02023-11-15T10:23:33-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ALLANA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0GARZA
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

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