Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

990EZ • Fiscal year 2023 • EIN 95-4348040

Jul 01, 2022 to Jun 30, 2023 • Filed on Nov 18, 2023

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.

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

Liabilities / Revenue

59th 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

94th percentile

64%

Higher net margin than 94% of similar nonprofits.

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

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.

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

Asset Growth

91st percentile

92%

Faster asset growth than 91% of similar nonprofits.

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

Revenue Growth

32nd percentile

-11%

Faster revenue growth than 32% of similar nonprofits.

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

Assets

Up

$29,819

Up $14,253 (+92%) from 2022

Net Assets

Up

$29,819

Up $14,253 (+92%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue

Down

$20,562

Down $2,605 (-11%) from 2022

Expenses

Down

$7,339

Down $5,144 (-41%) from 2022

Net Income

Up

$13,223

Up $2,539 (+24%) from 2022

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

2023

Assets$29,819
Liabilities$0
Net Assets$29,819

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

2023

Revenue$20,562
Expenses$7,339
Net Income$13,223
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Nov 18, 2023
Return Version
2022v5.0
Gross Receipts
$56,780
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.-$5,119
Gifts to School, Hospitality, and Teacher Appreciation Program-Provides equipment and classrooom supplies and promotes parent/teacher communication and morale.-$1,162
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Angie AsheSecretary-$0--
Anne CumminsCo-Treasurer-$0--
Alicia HuffExecutive Vice President-$0--
Alyssa Yerga WoolwineAuditor-$0--
William FosterPresident-$0--
Heather HuertaCo-Treasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Apex Fun Run----
Fall Event----
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
Heather Huerta
Title
Treasurer
Phone
6612512000
Signed
2023-11-18
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 375Government Fees 25Insurance & Unit Assessment 322Meetings & Conventions 11Office Expenses 325Program-Activities 5,119Program-School Gifts & Hospitality 1,162

Other changes in net assets or fund balances Part I line 20

Description AmountPrior Period Adjustments 1,030

Raw XML Appendix183 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/TitleTxt3Auditor
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountAccounting 375Government Fees 25Insurance & Unit Assessment 322Meetings & Conventions 11Office Expenses 325Program-Activities 5,119Program-School Gifts & Hospitality 1,162
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ReturnHeader/BuildTS02023-04-26 12:10:37Z
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ReturnHeader/ReturnTs02023-11-18T21:44:09-05:00
ReturnHeader/ReturnTypeCd0990EZ
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ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

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