Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

990EZ • Fiscal year 2024 • EIN 95-4235389

Jul 01, 2023 to Jun 30, 2024 • Filed on Oct 16, 2024

Refreshing map…

1550 Baseline RdLA Verne, CA 91750

(000) 000-0000

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.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

57th percentile

0.00x

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

66th percentile

13%

Higher net margin than 66% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

92nd percentile

102%

Faster asset growth than 92% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

24th percentile

-21%

Faster revenue growth than 24% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Assets

Flat

$14,046

Flat from 2024

Net Assets

$14,046

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2024

Revenue

Flat

$55,774

Flat from 2024

Expenses

Flat

$48,687

Flat from 2024

Net Income

Flat

$7,087

Flat from 2024

Historical Trend

Balance Sheet Trend

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

$60K$40K$20K$0Assets 2011: $24,799Liabilities 2011: $02011Assets 2012: $32,031Liabilities 2012: $0Net Assets 2012: $32,0312012Assets 2013: $47,920Liabilities 2013: $0Net Assets 2013: $47,9202013Assets 2014: $40,180Net Assets 2014: $40,1802014Assets 2015: $32,353Net Assets 2015: $32,3532015Assets 2016: $40,325Net Assets 2016: $40,3252016Assets 2017: $39,431Liabilities 2017: $0Net Assets 2017: $39,4312017Assets 2018: $50,701Liabilities 2018: $0Net Assets 2018: $50,7012018Assets 2019: $49,587Liabilities 2019: $02019Assets 2023: $6,959Liabilities 2023: $02023Assets 2024: $14,046Liabilities 2024: $0Net Assets 2024: $14,0462024Assets 2024: $14,046Liabilities 2024: $02024Assets 2025: $17,130Net Assets 2025: $17,1302025

Highlighted filing

2024

Assets$14,046
Liabilities$0
Net Assets$14,046

Operations Trend

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

$100K$50K$0-$50KRevenue 2011: $53,232Expenses 2011: $65,777Net Income 2011: -$12,5452011Revenue 2012: $69,888Expenses 2012: $66,334Net Income 2012: $3,5542012Revenue 2013: $84,890Expenses 2013: $69,001Net Income 2013: $15,8892013Revenue 2014: $77,248Expenses 2014: $84,988Net Income 2014: -$7,7402014Revenue 2015: $67,202Expenses 2015: $75,029Net Income 2015: -$7,8272015Revenue 2016: $68,522Expenses 2016: $60,550Net Income 2016: $7,9722016Revenue 2017: $52,055Expenses 2017: $52,949Net Income 2017: -$8942017Revenue 2018: $64,147Expenses 2018: $52,877Net Income 2018: $11,2702018Revenue 2019: $59,069Expenses 2019: $60,183Net Income 2019: -$1,1142019Revenue 2023: $70,611Expenses 2023: $70,912Net Income 2023: -$3012023Revenue 2024: $55,774Expenses 2024: $48,687Net Income 2024: $7,0872024Revenue 2024: $55,774Expenses 2024: $48,687Net Income 2024: $7,0872024Revenue 2025: $56,911Expenses 2025: $53,827Net Income 2025: $3,0842025

Highlighted filing

2024

Revenue$55,774
Expenses$48,687
Net Income$7,087
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Oct 16, 2024
Return Version
2023v5.0
Gross Receipts
$96,151
Mission and Program Overview

Mission

Parent teacher organization

Parent Teacher Organization We are an organization that normally receives more than 33 13 of its support from contributions membership fees and gross receipts from activities related to its exempt functions and no more than 33 13 of its support from gross investment income and unrelated business taxable income from business acquired by the organization

Program Services

DescriptionGrantsExpenses
0--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Emily RichardsPresidentPT$0--
Heather RoblesVice PresidentPT$0--
Gabe Zuniga1st VP Ways And Means-$0--
Nicole Johnson2nd VP Programs-$0--
Dara Stine3rd VP HospitalityPT$0--
Raeleen Hervey4th VP Room Parent RepPT$0--
Heather MendezTreasurerPT$0--
Stephanie San PaoloSecretaryPT$0--
Autumn LarsonFinancial SecretaryPT$0--
Megan DavisFinancial ReviewerPT$0--
Margarita HetzelHistorianPT$0--
Elizabeth TaddeoParliamentarianPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fun Run$64,979$64,979$29,000$35,979
Pizza Nights$10,251$10,251$10,251$0
Total Events$80,732$80,732$44,533$36,199
Filing and Contact Details

Filer

Filer Name
La Verne Heights Elementary PTA
EIN
95-4235389
Phone
0000000000
Address
1550 BASELINE RD, LA VERNE, CA 91750

Signing Officer

Name
Heather Mendez
Title
Treasurer
Phone
0000000000
Signed
2024-10-16
Supplemental Narrative

Additional Explanations

Schedule O:

Part 1.16 - Other expenses: Total: 47610: Operations/Management Expenses 1410, Program Expenses 46000, Council/PTA Dues 200

Raw XML Appendix245 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/BenefitsPaidToOrForMembersAmt00
IRS990EZ/BooksInCareOfDetail/PersonNm0La Verne Heights PTA
IRS990EZ/BooksInCareOfDetail/PhoneNum09099718205
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01550 Baseline Road
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0La Verne
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd091750
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt06959
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt014046
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0808
IRS990EZ/CostOfGoodsSoldAmt00
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IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt07087
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt00
IRS990EZ/FiledScheduleAInd0false
IRS990EZ/ForeignFinancialAccountInd0false
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IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt06959
IRS990EZ/Form990TotalAssetsGrp/EOYAmt014046
IRS990EZ/FundraisingGrossIncomeAmt082321
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
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IRS990EZ/MembershipDuesAmt01506
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Emily Richards
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Heather Robles
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Gabe Zuniga
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Nicole Johnson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Dara Stine
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Raeleen Hervey
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Heather Mendez
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Stephanie San Paolo
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8Autumn Larson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9Megan Davis
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10Margarita Hetzel
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11Elizabeth Taddeo
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt21st VP Ways and Means
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt32nd VP Programs
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt43rd VP Hospitality
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt54th VP Room Parent Rep
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Financial Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9Financial Reviewer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10Historian
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11Parliamentarian
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt047610
IRS990EZ/OtherRevenueTotalAmt00
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Parent Teacher Organization We are an organization that normally receives more than 33 13 of its support from contributions membership fees and gross receipts from activities related to its exempt functions and no more than 33 13 of its support from gross investment income and unrelated business taxable income from business acquired by the organization
IRS990EZ/PrintingPublicationsPostageAmt01077
IRS990EZ/ProgramServiceRevenueAmt011516
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt00
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt00
IRS990EZ/SaleOfAssetsGrossAmt00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt040377
IRS990EZ/SpecialEventsNetIncomeLossAmt041944
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt048687
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt055774
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0550
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0795
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt01345
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt095342
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0109298
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt062515
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt035389
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt036201
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0338745
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/InvestmentIncomePYPct00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct01
IRS990ScheduleA/PublicSupportPY170Pct00
IRS990ScheduleA/PublicSupportPY509Pct00
IRS990ScheduleA/PublicSupportTotal509Amt0340090
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt095892
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0110093
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt062515
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt035389
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt036201
IRS990ScheduleA/Total509Grp/TotalAmt0340090
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt095892
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0110093
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt062515
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt035389
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt036201
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0340090
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesOtherEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesTotalEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriOtherEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt044533
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentOtherEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Fun Run
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Pizza Nights
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageOtherEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt064979
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt010251
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt05502
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt080732
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt064979
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt010251
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt05502
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt080732
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt036199
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesOtherEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt05282
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt044533
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt029000
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt010251
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsOtherEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Part 1.16 - Other expenses: Total: 47610: Operations/Management Expenses 1410, Program Expenses 46000, Council/PTA Dues 200
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule O:
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Heather Mendez
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum00000000000
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-10-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0La Verne Heights Elementary PTA
ReturnHeader/Filer/BusinessNameControlTxt0LAVE
ReturnHeader/Filer/EIN0954235389
ReturnHeader/Filer/PhoneNum00000000000
ReturnHeader/Filer/USAddress/AddressLine1Txt01550 BASELINE RD
ReturnHeader/Filer/USAddress/CityNm0LA VERNE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd091750
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/ReturnTs02024-10-16T17:30:06Z
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$17.1$17.1$56.9$53.8$3.08
2024Detailed filing. Detailed filing data is available for this year.$14.0$0.00$14.0$55.8$48.7$7.09
2024Summary only. Only limited summary data is available for this year.$14.0$0.00$55.8$48.7$7.09
2023Summary only. Only limited summary data is available for this year.$6.96$0.00$70.6$70.9$0.30
2019Summary only. Only limited summary data is available for this year.$49.6$0.00$59.1$60.2$1.11
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$50.7$0.00$50.7$64.1$52.9$11.3
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$39.4$0.00$39.4$52.1$52.9$0.89
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$40.3$40.3$68.5$60.6$7.97
2015Detailed filing. Detailed filing data is available for this year.$32.4$32.4$67.2$75.0$7.83
2014Detailed filing. Detailed filing data is available for this year.$40.2$40.2$77.2$85.0$7.74
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$47.9$0.00$47.9$84.9$69.0$15.9
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$32.0$0.00$32.0$69.9$66.3$3.55
2011Summary only. Only limited summary data is available for this year.$24.8$0.00$53.2$65.8$12.5