Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

990EZ • Fiscal year 2021 • EIN 95-3846609

Jul 01, 2020 to Jun 30, 2021 • Filed on Dec 03, 2021

Organization ProfileN/A

Refreshing map…

3310 West Avenue L-8Lancaster, CA 93536

(661) 943-2451

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.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2021

Net Margin

100th percentile

450%

Higher net margin than 100% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

11th percentile

-38%

Faster asset growth than 11% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

Score unavailable

No value available

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

Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets56th percentile

Assets

Down

$12,295

Down $7,521 (-38%) from 2020

Net Assets

Down

$12,295

Down $7,521 (-38%) from 2020

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin100th percentile

Revenue

Down

-$1,670

Down $22,976 (-108%) from 2020

Expenses

Down

$5,851

Down $6,873 (-54%) from 2020

Net Income

Down

-$7,521

Down $16,103 (-188%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth11th percentile

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

$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: $12,295Liabilities 2021: $0Net Assets 2021: $12,2952021Assets 2022: $11,722Net Assets 2022: $11,7222022Assets 2023: $11,476Net Assets 2023: $11,4762023

Highlighted filing

2021

Assets$12,295
Liabilities$0
Net Assets$12,295
Open 2021 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this 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

2021

Revenue-$1,670
Expenses$5,851
Net Income-$7,521
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Dec 3, 2021
Return Version
2020v4.0
Gross Receipts
$259
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.$5,423-
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
HALEY KOWALSKITreasurerPT$0--
ALLANA GARZAPresidentPT$0--
RHEANNA MCWHIRTERSecretaryPT$0--
Jennifer HartVice PresidentPT$0--
DEBBIE ALVAREZAuditorPT$0--
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
Jennifer Hart
Title
Treasurer
Signed
2021-12-03
Discuss with paid preparer
Yes

Preparer

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

Additional Explanations

Other Expenses.1012

“Insurance $358”

Other Expenses.1

“Educational resources $4326”

Other Expenses.2

“Staff and volunteer gifts $903”

Other Expenses.3

“Dues & subscriptions $139”

Other Expenses.4

“OPERATIONAL COSTS $60”

Other Expenses.5

“Membership incentives $55”

Raw XML Appendix163 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/PersonNm0Jennifer Hart
IRS990EZ/BooksInCareOfDetail/PhoneNum07605799838
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt03310 WEST AVE L-8
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0LANCASTER
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd093536
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt019816
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt012295
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0215
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-7521
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt010
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt019816
IRS990EZ/Form990TotalAssetsGrp/EOYAmt012295
IRS990EZ/FundraisingGrossIncomeAmt044
IRS990EZ/GrossReceiptsAmt0259
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt019816
IRS990EZ/NetAssetsOrFundBalancesEOYAmt012295
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt019816
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt012295
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt015.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt115.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt215.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt315.00
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/PersonNm2RHEANNA MCWHIRTER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Jennifer Hart
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4DEBBIE ALVAREZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4AUDITOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt05841
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/GrantsAndAllocationsAmt05423
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt01929
IRS990EZ/SpecialEventsNetIncomeLossAmt0-1885
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt05851
IRS990EZ/TotalProgramServiceExpensesAmt05423
IRS990EZ/TotalRevenueAmt0-1670
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0215
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0428
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0191
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt01990
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt02674
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt05498
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt044
IRS990ScheduleA/OtherIncome509Grp/TotalAmt044
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99210
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt05498
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0215
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0428
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0191
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt01990
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt02674
IRS990ScheduleA/Total509Grp/TotalAmt05498
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0259
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0428
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0191
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt01990
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt02674
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt05542
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Insurance $358
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EDUCATIONAL RESOURCES $4326
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2STAFF AND VOLUNTEER GIFTS $903
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DUES & SUBSCRIPTIONS $139
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4OPERATIONAL COSTS $60
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5MEMBERSHIP INCENTIVES $55
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.5
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Jennifer Hart
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-12-03
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/PreparerFirmGrp/PreparerFirmEIN0952868411
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BURKEY COX EVANS & BRADFORD
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
ReturnHeader/ReturnTs02021-12-03T09:33:22-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Jennifer
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Hart
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$12,295
Liabilities
$0
Net assets
$12,295
Revenue
-$1,670
Expenses
$5,851
Net income
-$7,521
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
2021Detailed filing. Detailed filing data is available for this year.$12.3$0.00$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