Civic Intelligence

PTA Ca Congress of Parents Helmers Elementary

990 • Fiscal year 2023 • EIN 95-4123386

Jul 01, 2022 to Jun 30, 2023 • Filed on Jul 27, 2023

Organization Profilewww.helmerspta.org
27300 Grandview DriveValencia, CA 91354-1800

(661) 286-4399

Siviq Scores

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

Liabilities / Assets

64th percentile

0.00x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

63rd percentile

0.00x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

93rd percentile

58%

Higher net margin than 93% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2023

Asset Growth

97th percentile

287%

Faster asset growth than 97% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

99th percentile

1165%

Faster revenue growth than 99% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets64th percentile

Assets

Up

$51,135

Up $37,905 (+287%) from 2022

Net Assets

Up

$51,135

Up $37,905 (+287%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue63rd percentileNet Margin93rd percentile

Revenue

Up

$65,049

Up $59,905 (+1165%) from 2022

Expenses

Down

$27,210

Down $1,969 (-6.7%) from 2022

Net Income

Up

$37,839

Up $61,874 (+257%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth97th percentile

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

$100K$50K$0Assets 2011: $42,062Liabilities 2011: $0Net Assets 2011: $42,0622011Assets 2012: $52,886Liabilities 2012: $0Net Assets 2012: $52,8862012Assets 2013: $62,572Liabilities 2013: $0Net Assets 2013: $62,5722013Assets 2014: $51,340Liabilities 2014: $0Net Assets 2014: $51,3402014Assets 2015: $55,823Liabilities 2015: $0Net Assets 2015: $55,8232015Assets 2016: $73,982Liabilities 2016: $0Net Assets 2016: $73,9822016Assets 2017: $89,478Liabilities 2017: $0Net Assets 2017: $89,4782017Assets 2018: $84,458Liabilities 2018: $0Net Assets 2018: $84,4582018Assets 2019: $66,460Liabilities 2019: $0Net Assets 2019: $66,4602019Assets 2020: $50,227Liabilities 2020: $0Net Assets 2020: $50,2272020Assets 2021: $37,265Liabilities 2021: $0Net Assets 2021: $37,2652021Assets 2022: $13,230Liabilities 2022: $0Net Assets 2022: $13,2302022Assets 2023: $51,135Liabilities 2023: $0Net Assets 2023: $51,1352023Assets 2024: $30,645Liabilities 2024: $0Net Assets 2024: $30,6452024Assets 2025: $43,940Liabilities 2025: $0Net Assets 2025: $43,9402025

Highlighted filing

2023

Assets$51,135
Liabilities$0
Net Assets$51,135
Open 2023 Filing

Operations Trend

Revenue Growth99th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$200K$150K$100K$50K$0-$50KExpenses 2011: $162,8352011Expenses 2012: $149,5882012Expenses 2013: $140,1652013Revenue 2014: $114,939Expenses 2014: $126,171Net Income 2014: -$11,2322014Revenue 2015: $74,528Expenses 2015: $70,045Net Income 2015: $4,4832015Revenue 2016: $72,920Expenses 2016: $54,761Net Income 2016: $18,1592016Revenue 2017: $97,130Expenses 2017: $81,634Net Income 2017: $15,4962017Revenue 2018: $83,795Expenses 2018: $88,815Net Income 2018: -$5,0202018Revenue 2019: $80,569Expenses 2019: $98,567Net Income 2019: -$17,9982019Revenue 2020: $64,441Expenses 2020: $80,674Net Income 2020: -$16,2332020Revenue 2021: -$2,276Expenses 2021: $10,686Net Income 2021: -$12,9622021Revenue 2022: $5,144Expenses 2022: $29,179Net Income 2022: -$24,0352022Revenue 2023: $65,049Expenses 2023: $27,210Net Income 2023: $37,8392023Revenue 2024: $52,159Expenses 2024: $72,649Net Income 2024: -$20,4902024Revenue 2025: $54,640Expenses 2025: $41,345Net Income 2025: $13,2952025

Highlighted filing

2023

Revenue$65,049
Expenses$27,210
Net Income$37,839
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Jul 27, 2023
Return Version
2022v5.0
Gross Receipts
$113,285
Mission and Program Overview

Mission

Child Advocacy for Elementary-Aged School Children, With An Emphasis on Education And Health

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$13,230$51,135▲ $37,905
Total Assets$13,230$51,135▲ $37,905
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$13,230$51,135▲ $37,905
Total Net Assets Fund Balance$13,230$51,135▲ $37,905
Total Liabilities and Net Assets / Fund Balance$13,230$51,135▲ $37,905
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Leana FerrerPresident
Carolyn VeisVice President
Carla GarzaVice President Membership
Teresa SanchezVice President Reflections
Nate PairVice President-Programs
Teresa SanchezAuditor-Financial Reviewer
Heike MadsenParliamentarian
Douglas UrayamaSecretary
Priya BaskaranTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$98,114
Program Service Revenue
$1,156
Investment Income
$3
Other Revenue
$-34,224
All Other Contributions
$11,695
Change in Net Assets
$37,839
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$27,210
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings-$3,005-$3,005
Office Expenses-$399-$399
Insurance-$322-$322
Fees for Services Accounting-$250-$250
Other Expenses$3,288$25-$25
Total Functional Expenses$23,209$4,001$0$27,210
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$43,896
Fundraising Gross Income$5,282
Gaming Gross Income$80
Gaming Direct Expenses$30
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Apex Fun Run$86,419-$40,899-
Book Fair$5,282$5,282$2,997$2,285
Total Events$91,701$5,282$43,896$-38,614
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990 governing body review Part VI line 11

“The completed Form 990 is turned in to the PTA Council for review. The council encourages PTAs within its membership to complete the Form 990 at least one month prior to the initial IRS imposed 990 deadline. The council then makes recommendations to the PTA upon completion of its review. The member PTA body discusses the council findings in a regular PTA board meeting. The Form 990 is approved, or edited for necessary changes, and then filed with the Internal Revenue Service.”

Governing documents etc available to public Part VI line 19

“The organizations books, records, and Form 990 are available for inspection upon written or in-person request to the Charles Helmer Elementary School administration office. The Helmer administration office then forwards the request to principals of the PTA. The organizations Form 990 can also be viewed by the public on the internet at www.guidestar.org or at the California Secretary of State Registry of Charitable Trusts at rct.doj.ca.gov.”

Filing and Contact Details

Filer

Filer Name
Helmers Elementary PTA
EIN
95-4123386
Address
27300 Grandview Drive, Valencia, CA 91354-1800

Signing Officer

Name
Priya Baskaran
Title
Treasurer
Phone
6612864399
Signed
2023-07-27
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Leana Ferrer
Formed
1994
Legal Domicile
CA
Voting Board Members
9
Independent Board Members
9
Employees
0
Volunteers
30

Preparer

Firm
Wayne Wright EA
Address
130 N Garden St Unit 1112, Ventura, CA 93001
Preparer
Wayne F Wright
Phone
6612951950
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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0429321
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0113282
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt05898
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt03932
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0135519
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0170690
IRS990ScheduleA/Total509Grp/TotalAmt0429321
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0113285
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt05898
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt03932
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0135519
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0170690
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0429324
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt086419
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt086419
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt043896
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Apex Fun Run
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Book Fair
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt086419
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt05282
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt091701
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt05282
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt05282
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-38614
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt043896
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt040899
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt02997
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt02
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The completed Form 990 is turned in to the PTA Council for review. The council encourages PTAs within its membership to complete the Form 990 at least one month prior to the initial IRS imposed 990 deadline. The council then makes recommendations to the PTA upon completion of its review. The member PTA body discusses the council findings in a regular PTA board meeting. The Form 990 is approved, or edited for necessary changes, and then filed with the Internal Revenue Service.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The organizations books, records, and Form 990 are available for inspection upon written or in-person request to the Charles Helmer Elementary School administration office. The Helmer administration office then forwards the request to principals of the PTA. The organizations Form 990 can also be viewed by the public on the internet at www.guidestar.org or at the California Secretary of State Registry of Charitable Trusts at rct.doj.ca.gov.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Governing documents etc available to public Part VI line 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt013230
IRS990/TotalAssetsEOYAmt051135
IRS990/TotalAssetsGrp/BOYAmt013230
IRS990/TotalAssetsGrp/EOYAmt051135
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt098114
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt04001
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt023209
IRS990/TotalFunctionalExpensesGrp/TotalAmt027210
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt013230
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt051135
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt023209
IRS990/TotalProgramServiceRevenueAmt01156
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0-38611
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt05546
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt065049
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt030
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt013230
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt051135
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationAssocInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt09
IRS990/VotingMembersIndependentCnt09
IRS990/WebsiteAddressTxt0www.helmerspta.org
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL2
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd000
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Priya Baskaran
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum06612864399
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-07-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Helmers Elementary PTA
ReturnHeader/Filer/BusinessNameControlTxt0HELM
ReturnHeader/Filer/EIN0954123386
ReturnHeader/Filer/USAddress/AddressLine1Txt027300 Grandview Drive
ReturnHeader/Filer/USAddress/CityNm0Valencia
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd0913541800
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0954295833
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Wayne Wright EA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0130 N Garden St Unit 1112
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Ventura
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd093001
ReturnHeader/PreparerPersonGrp/PhoneNum06612951950
ReturnHeader/PreparerPersonGrp/PreparationDt02023-07-27
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Wayne F Wright
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02023-07-27T21:05:44-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Priya
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Baskaran
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$51,135
Liabilities
$0
Net assets
$51,135
Revenue
$65,049
Expenses
$27,210
Net income
$37,839
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.44$0.00$0.44$0.55$0.41$0.13
2024Detailed filing. Detailed filing data is available for this year.$0.31$0.00$0.31$0.52$0.73$0.20
2023Detailed filing. Detailed filing data is available for this year.$0.51$0.00$0.51$0.65$0.27$0.38
2022Detailed filing. Detailed filing data is available for this year.$0.13$0.00$0.13$0.05$0.29$0.24
2021Detailed filing. Detailed filing data is available for this year.$0.37$0.00$0.37$0.02$0.11$0.13
2020Detailed filing. Detailed filing data is available for this year.$0.50$0.00$0.50$0.64$0.81$0.16
2019Detailed filing. Detailed filing data is available for this year.$0.66$0.00$0.66$0.81$0.99$0.18
2018Detailed filing. Detailed filing data is available for this year.$0.84$0.00$0.84$0.84$0.89$0.05
2017Detailed filing. Detailed filing data is available for this year.$0.89$0.00$0.89$0.97$0.82$0.15
2016Detailed filing. Detailed filing data is available for this year.$0.74$0.00$0.74$0.73$0.55$0.18
2015Detailed filing. Detailed filing data is available for this year.$0.56$0.00$0.56$0.75$0.70$0.04
2014Detailed filing. Detailed filing data is available for this year.$0.51$0.00$0.51$1.15$1.26$0.11
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.63$0.00$0.63$1.40
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.53$0.00$0.53$1.50
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.42$0.00$0.42$1.63