Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

990EZ • Fiscal year 2022 • EIN 95-4348040

Jul 01, 2021 to Jun 30, 2022 • Filed on Nov 09, 2022

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

58th percentile

0.00x

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

58th percentile

0.00x

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Net Margin

88th percentile

46%

Higher net margin than 88% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

96th percentile

219%

Faster asset growth than 96% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

Score unavailable

No value available

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

Annualized from 2021 to 2022

Assets

Up

$15,566

Up $10,684 (+219%) from 2021

Net Assets

Up

$15,566

Up $10,684 (+219%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue

Up

$23,167

Up $24,814 (+1507%) from 2021

Expenses

Up

$12,483

Up $5,641 (+82%) from 2021

Net Income

Up

$10,684

Up $19,173 (+226%) from 2021

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

2022

Assets$15,566
Liabilities$0
Net Assets$15,566

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

2022

Revenue$23,167
Expenses$12,483
Net Income$10,684
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Nov 9, 2022
Return Version
2021v4.2
Gross Receipts
$42,422
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.-$9,889
Gifts to School, Hospitality, and Teacher Appreciation Program-Provides equipment and classrooom supplies and promotes parent/teacher communication and morale.-$916
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Angie AsheSecretary-$0--
Anne CumminsTreasurer-$0--
Alicia HuffExecutive Vice President-$0--
Margot FosterVP-Membership-$0--
Daniel LingerVP-Ways And Means-$0--
Alyssa Yerga WoolwineAuditor-$0--
William FosterPresident-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Apex Fun Run$28,219-$12,937-
Fall Event$7,551-$224-
Total Events$40,604$4,834$17,383$-12,549
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
Anne Cummins
Title
Treasurer
Phone
6612512000
Signed
2022-11-09
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 AmountAccounting 600Government Fees 25Insurance 316Office Expenses 737Program-Activities 9,889Program-School Gifts & Hospitality 916

Raw XML Appendix201 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.

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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Daniel Linger
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Alyssa Yerga Woolwine
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6William Foster
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/TitleTxt6President
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt012483
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IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Gifts to School, Hospitality, and Teacher Appreciation Program-Provides equipment and classrooom supplies and promotes parent/teacher communication and morale.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt09889
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt1916
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
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IRS990EZ/SpecialEventsNetIncomeLossAmt0-12549
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IRS990EZ/SubjectToProxyTaxInd0false
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IRS990EZ/TanningServicesProvidedInd0false
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IRS990EZ/TotalRevenueAmt023167
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt025984
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt035699
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IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt01259
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt0763
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt013937
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt015678
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IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt041935
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
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IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
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IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt07551
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IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Apex Fun Run
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Fall Event
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt028219
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt07551
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt04834
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt04834
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IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-12549
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt04222
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IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt012937
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountAccounting 600Government Fees 25Insurance 316Office Expenses 737Program-Activities 9,889Program-School Gifts & Hospitality 916
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
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ReturnHeader/BuildTS02022-09-23 18:48:47Z
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum06612512000
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA CA Congress Parents Valley View Elementary PTA
ReturnHeader/Filer/BusinessNameControlTxt0PTAC
ReturnHeader/Filer/EIN0954348040
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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
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ReturnHeader/PreparerPersonGrp/PhoneNum06612951950
ReturnHeader/PreparerPersonGrp/PreparationDt02022-11-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Wayne F Wright
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02022-11-10T21:53:37-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Anne
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Cummins
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

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