Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

990EZ • Fiscal year 2021 • EIN 95-4348040

Jul 01, 2020 to Jun 30, 2021 • Filed on Nov 13, 2021

19414 Sierra Estate DriveNewhall, CA 91321-2196

(661) 251-2000

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

515%

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

-37%

Faster asset growth than 11% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2021

Revenue Growth

Score unavailable

No value available

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

Annualized from 2019 to 2021

Assets

Down

$4,882

Down $7,243 (-60%) from 2019

Net Assets

Down

$4,882

Down $7,243 (-60%) from 2019

Liabilities

$0

No earlier filing loaded for comparison.

Revenue

Down

-$1,647

Down $33,279 (-105%) from 2019

Expenses

Down

$6,842

Down $30,190 (-82%) from 2019

Net Income

Down

-$8,489

Down $3,089 (-57%) from 2019

Historical Trend

Balance Sheet Trend

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

$30K$20K$10K$0Assets 2012: $9,355Net Assets 2012: $9,3552012Assets 2013: $7,807Net Assets 2013: $7,8072013Assets 2014: $8,965Liabilities 2014: $02014Assets 2015: $6,431Net Assets 2015: $6,4312015Assets 2016: $6,793Liabilities 2016: $02016Assets 2017: $8,530Net Assets 2017: $8,5302017Assets 2018: $17,552Net Assets 2018: $17,5522018Assets 2019: $12,125Net Assets 2019: $12,1252019Assets 2021: $4,882Liabilities 2021: $0Net Assets 2021: $4,8822021Assets 2022: $15,566Liabilities 2022: $0Net Assets 2022: $15,5662022Assets 2023: $29,819Liabilities 2023: $0Net Assets 2023: $29,8192023

Highlighted filing

2021

Assets$4,882
Liabilities$0
Net Assets$4,882

Operations Trend

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

$40K$20K$0-$20KRevenue 2012: $20,464Expenses 2012: $18,491Net Income 2012: $1,9732012Revenue 2013: $23,307Expenses 2013: $24,855Net Income 2013: -$1,5482013Revenue 2014: $21,296Expenses 2014: $20,308Net Income 2014: $9882014Revenue 2015: $19,082Expenses 2015: $21,616Net Income 2015: -$2,5342015Revenue 2016: $13,001Expenses 2016: $12,639Net Income 2016: $3622016Revenue 2017: $18,356Expenses 2017: $16,608Net Income 2017: $1,7482017Revenue 2018: $17,391Expenses 2018: $8,369Net Income 2018: $9,0222018Revenue 2019: $31,632Expenses 2019: $37,032Net Income 2019: -$5,4002019Revenue 2021: -$1,647Expenses 2021: $6,842Net Income 2021: -$8,4892021Revenue 2022: $23,167Expenses 2022: $12,483Net Income 2022: $10,6842022Revenue 2023: $20,562Expenses 2023: $7,339Net Income 2023: $13,2232023

Highlighted filing

2021

Revenue-$1,647
Expenses$6,842
Net Income-$8,489
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Nov 13, 2021
Return Version
2020v4.1
Gross Receipts
$2,488
Mission and Program Overview

Mission

Child Advocacy Though Health & Education

Program Services

DescriptionGrantsExpenses
Student Activities Programs-Promotes education, both intellectual and physical, through field trips, school assemblies, and after school enrichment programs.-$4,437
Gifts to School, Hospitality, and Teacher Appreciation Program-Provides equipment and classrooom supplies and promotes parent/teacher communication and morale.-$1,165
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Alyssa Yerga-WoolwineSecretary-$0--
Angie AsheTreasurer-$0--
William FosterExecutive Vice President-$0--
Anne CumminsVP-Membership-$0--
Jasmine GantVP-Ways And Means-$0--
Lyndi MunchofAuditor-$0--
Brenda CorralesHistorian-$0--
Alicia HuffPresident-$0--
Filing and Contact Details

Filer

Filer Name
PTA CA Congress Parents Valley View Elementary PTA
EIN
95-4348040
Address
19414 Sierra Estate Drive, Newhall, CA 91321-2196

Signing Officer

Name
Alyssa Yerga-Woolwine
Title
Secretary
Phone
6612512000
Signed
2021-11-13
Discuss with paid preparer
Yes

Preparer

Firm
Wayne Wright EA
Address
130 N Garden St Unit 1112, Ventura, CA 93001
Preparer
Wayne F Wright
Phone
6612951950
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

Description AmountGovernment Fees 11Insurance 308Meetings & Conventions 95Office Expenses 312Special Events Expenses 514Program-Activities 4,437Program-School Gifts & Hospitality 1,165

Raw XML Appendix185 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/PersonNm0Alyssa Yerga-Woolwine
IRS990EZ/BooksInCareOfDetail/PhoneNum06612512000
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt019414 Sierra Estates Drive
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Newhall
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0913212196
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt013371
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt04882
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt01725
IRS990EZ/CostOfGoodsSoldAmt04135
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-8489
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt013371
IRS990EZ/Form990TotalAssetsGrp/EOYAmt04882
IRS990EZ/GrossProfitLossSlsOfInvntryAmt0-3372
IRS990EZ/GrossReceiptsAmt02488
IRS990EZ/GrossSalesOfInventoryAmt0763
IRS990EZ/GroupExemptionNum00646
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt013371
IRS990EZ/NetAssetsOrFundBalancesEOYAmt04882
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt013371
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt04882
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt04.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt14.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt42.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt54.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt62.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt74.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Alyssa Yerga-Woolwine
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Angie Ashe
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2William Foster
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Anne Cummins
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Jasmine Gant
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Lyndi Munchof
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Brenda Corrales
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Alicia Huff
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Executive Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VP-Membership
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4VP-Ways and Means
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Auditor
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Historian
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7President
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt06842
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Child Advocacy Though Health & Education
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Student Activities Programs-Promotes education, both intellectual and physical, through field trips, school assemblies, and after school enrichment programs.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Gifts to School, Hospitality, and Teacher Appreciation Program-Provides equipment and classrooom supplies and promotes parent/teacher communication and morale.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt04437
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt11165
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt06842
IRS990EZ/TotalProgramServiceExpensesAmt05602
IRS990EZ/TotalRevenueAmt0-1647
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt01725
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt025984
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt035699
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt04711
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0896
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt069015
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt04863
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt04812
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt022505
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt011542
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt043722
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt0763
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt013937
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt015678
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt010298
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt021837
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt062513
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0175250
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt02488
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt044784
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt056189
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt037514
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt034275
IRS990ScheduleA/Total509Grp/TotalAmt0175250
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt02488
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt044784
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt056189
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt037514
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt034275
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0175250
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountGovernment Fees 11Insurance 308Meetings & Conventions 95Office Expenses 312Special Events Expenses 514Program-Activities 4,437Program-School Gifts & Hospitality 1,165
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd000
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Alyssa Yerga-Woolwine
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Secretary
ReturnHeader/BusinessOfficerGrp/PhoneNum06612512000
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA CA Congress Parents Valley View Elementary PTA
ReturnHeader/Filer/BusinessNameControlTxt0PTAC
ReturnHeader/Filer/EIN0954348040
ReturnHeader/Filer/USAddress/AddressLine1Txt019414 Sierra Estate Drive
ReturnHeader/Filer/USAddress/CityNm0Newhall
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd0913212196
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/PreparationDt02021-11-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Wayne F Wright
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02021-11-14T17:37:31-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Alyssa
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Yerga-Woolwine
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings