Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

990EZ • Fiscal year 2024 • EIN 95-4348040

Jul 01, 2023 to Jun 30, 2024 • Filed on Dec 23, 2024

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.

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

45th percentile

1.0%

Higher net margin than 45% 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

49th percentile

0.7%

Faster asset growth than 49% of similar nonprofits.

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

Revenue Growth

41st percentile

-4.2%

Faster revenue growth than 41% of similar nonprofits.

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

Assets

Up

$30,024

Up $205 (+0.7%) from 2023

Net Assets

Up

$30,024

Up $205 (+0.7%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue

Down

$19,694

Down $868 (-4.2%) from 2023

Expenses

Up

$19,489

Up $12,150 (+166%) from 2023

Net Income

Down

$205

Down $13,018 (-98%) from 2023

Historical Trend

Balance Sheet Trend

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

$40K$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: $29,8192023Assets 2024: $30,024Liabilities 2024: $0Net Assets 2024: $30,0242024

Highlighted filing

2024

Assets$30,024
Liabilities$0
Net Assets$30,024

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: $13,2232023Revenue 2024: $19,694Expenses 2024: $19,489Net Income 2024: $2052024

Highlighted filing

2024

Revenue$19,694
Expenses$19,489
Net Income$205
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Dec 23, 2024
Return Version
2023v5.1
Gross Receipts
$41,583
Mission and Program Overview

Mission

Child Advocacy Though Health & Education

Program Services

DescriptionGrantsExpenses
Gifts to School, Hospitality, and Teacher Appreciation Program-Provides equipment and classrooom supplies and promotes parent/teacher communication and morale.-$12,175
Student Activities Programs-Promotes education, both intellectual and physical, through field trips, school assemblies, and after school enrichment programs.-$6,605
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Angie AsheSecretary-$0--
Ricci AckermanFvp Ways & Means-$0--
Margot FosterExecutive Vice President-$0--
William FosterPresident-$0--
Heather HuertaTreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Apex Fun Run$11,672---
Book Fair$10,331$10,331$10,274$57
Total Events$31,225$10,613$16,812$-6,199
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
2024-12-23
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 350Government Fees 25Insurance & Unit Assessment 332Office Expenses 2Program-Enrichment & Activities 6,605Program-School Gifts & Hospitality 12,175

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
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IRS990EZ/BooksInCareOfDetail/PhoneNum06612512000
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Newhall
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0913212196
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt029819
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IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Angie Ashe
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Margot Foster
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3William Foster
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Heather Huerta
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1FVP Ways & Means
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Executive Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt019489
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Child Advocacy Though Health & Education
IRS990EZ/ProgramServiceRevenueAmt0610
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/ProgramServiceExpensesAmt06605
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt112175
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt016812
IRS990EZ/SpecialEventsNetIncomeLossAmt0-6199
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt019489
IRS990EZ/TotalProgramServiceExpensesAmt018780
IRS990EZ/TotalRevenueAmt019694
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt023417
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt036770
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt036329
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt01725
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt025984
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0124225
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt011223
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt08919
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt04834
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt04863
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt029839
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt06943
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt011091
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt01259
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt0763
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt013937
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt033993
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0188057
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt041583
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt056780
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt042422
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt02488
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt044784
IRS990ScheduleA/Total509Grp/TotalAmt0188057
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt041583
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt056780
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt042422
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt02488
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt044784
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0188057
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt020612
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt011672
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriOtherEventsAmt08940
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt016812
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Apex Fun Run
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Book Fair
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt011672
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt010331
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt09222
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt031225
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt010331
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt0282
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt010613
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-6199
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt06538
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt016812
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt010274
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt02
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountAccounting 350Government Fees 25Insurance & Unit Assessment 332Office Expenses 2Program-Enrichment & Activities 6,605Program-School Gifts & Hospitality 12,175
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Heather Huerta
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum06612512000
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-12-23
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/IRSResponsiblePrtyInfoCurrInd0true
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/PreparationDt02024-12-23
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Wayne F Wright
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02024-12-23T15:41:54-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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