Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

990EZ • Fiscal year 2023 • EIN 95-6203890

Jul 01, 2022 to Jun 30, 2023 • Filed on Nov 05, 2024

Organization Profile
727 S Barranca AveCovina, CA 91723

(626) 974-4000

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

22nd percentile

-16%

Higher net margin than 22% 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

100th percentile

698800%

Faster asset growth than 100% of similar nonprofits.

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

Revenue Growth

36th percentile

-7.0%

Faster revenue growth than 36% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets58th percentile

Assets

Flat

$6,989

Flat from 2023

Net Assets

Flat

$6,989

Flat from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin22nd percentile

Revenue

Flat

$26,336

Flat from 2023

Expenses

Flat

$30,529

Flat from 2023

Net Income

Flat

-$4,193

Flat from 2023

Historical Trend

Balance Sheet Trend

Asset Growth100th percentile

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

$15K$10K$5.0K$0Assets 2011: $10,626Liabilities 2011: $02011Assets 2012: $12,460Liabilities 2012: $02012Assets 2013: $4,046Liabilities 2013: $02013Assets 2014: $10,477Liabilities 2014: $02014Assets 2015: $10,983Liabilities 2015: $02015Assets 2016: $4,809Liabilities 2016: $02016Assets 2017: $3,509Liabilities 2017: $02017Assets 2018: $7,544Liabilities 2018: $02018Assets 2019: $4,729Liabilities 2019: $02019Assets 2020: $7,564Liabilities 2020: $02020Assets 2022: $0Liabilities 2022: $0Net Assets 2022: $7,0392022Assets 2023: $6,989Liabilities 2023: $0Net Assets 2023: $6,9892023Assets 2023: $6,989Liabilities 2023: $0Net Assets 2023: $6,9892023Assets 2024: $12,365Liabilities 2024: $0Net Assets 2024: $12,3652024

Highlighted filing

2023

Assets$6,989
Liabilities$0
Net Assets$6,989
Open 2023 Filing

Operations Trend

Revenue Growth36th percentile

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

$60K$40K$20K$0-$20KRevenue 2011: $35,246Expenses 2011: $26,925Net Income 2011: $8,3212011Revenue 2012: $35,494Expenses 2012: $33,657Net Income 2012: $1,8372012Revenue 2013: $38,330Expenses 2013: $46,745Net Income 2013: -$8,4152013Revenue 2014: $28,644Expenses 2014: $22,213Net Income 2014: $6,4312014Revenue 2015: $33,310Expenses 2015: $32,804Net Income 2015: $5062015Revenue 2016: $27,958Expenses 2016: $34,132Net Income 2016: -$6,1742016Revenue 2017: $32,444Expenses 2017: $33,744Net Income 2017: -$1,3002017Revenue 2018: $36,829Expenses 2018: $32,795Net Income 2018: $4,0342018Revenue 2019: $27,188Expenses 2019: $30,004Net Income 2019: -$2,8162019Revenue 2020: $29,393Expenses 2020: $26,558Net Income 2020: $2,8352020Revenue 2022: $28,319Expenses 2022: $21,280Net Income 2022: $7,0392022Revenue 2023: $26,336Expenses 2023: $30,529Net Income 2023: -$4,1932023Revenue 2023: $26,336Expenses 2023: $30,529Net Income 2023: -$4,1932023Revenue 2024: $20,517Expenses 2024: $15,141Net Income 2024: $5,3762024

Highlighted filing

2023

Revenue$26,336
Expenses$30,529
Net Income-$4,193
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Nov 5, 2024
Return Version
2022v5.0
Gross Receipts
$36,247
Mission and Program Overview

Mission

CHILD ADVOCACY

Program Services

DescriptionGrantsExpenses
GIFT SCHOOL-$10,000
STUDENT ENRICHMENT-$7,167
FAMILY EVENTS-$2,233
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DESIRE VENTURAPresidentPT$0--
ISHIA BARAJASTreasurer-$0--
LEAH RATESecretaryPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Gift School$10,000$10,000-$10,000
Student Enri$7,167$7,167-$7,167
Total Events$17,167$17,167-$17,167
Filing and Contact Details

Filer

Filer Name
Barranca Elementary School Pta
EIN
95-6203890
Address
727 S BARRANCA AVE, Covina, CA 91723

Signing Officer

Name
Desire Ventura
Title
President
Phone
6269744000
Signed
2024-11-05
Discuss with paid preparer
Yes

Preparer

Firm
Jp Financial Services Inc
Address
PO BOX 1816, Glendora, CA 91740
Preparer
Judee Post Greenblatt Ea
Phone
6084496307
Supplemental Narrative

Additional Explanations

Amended return information

“The original return understated rev and expenses for fund raising”

Description of other revenue Part I line 8

“Description AmountMISC ADJUSTMENT 941”

Description of other expenses Part I line 16

“Description AmountOTHER OFFICE EXPENSE 2,121CONFERENCES CONVENTIONS MEETINGS 810INSURANCE 272GIFT TO SCHOOL 10,000STUDENT ENRICHMENT 7,167FAMILY EVENTS 2,233HONORARY SERVICE AWARDS 1,575TEACHER STAFF APRECI 867HEALTH AND WELFARE 454REFLECTIONS 350HOSPITALITY AND HISTORNIAN 307ATTORNEY GENERAL FEES 25MEMBERSHIP DDRIVE AND SUPPLY 325NATIONAL DUES FORWARDED 928HOLIDAY SHOPPING EVENT 3,095”

Raw XML Appendix164 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/AmendedReturnInd0X
IRS990EZ/BooksInCareOfDetail/PersonNm0DESIRE VENTURA
IRS990EZ/BooksInCareOfDetail/PhoneNum06269744000
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0727 S BARRANCA AVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Covina
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd091723
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt011182
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt06989
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0132
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-4193
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt011182
IRS990EZ/Form990TotalAssetsGrp/EOYAmt06989
IRS990EZ/FundraisingGrossIncomeAmt030113
IRS990EZ/GrossReceiptsAmt036247
IRS990EZ/GroupExemptionNum00646
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt01622
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt011182
IRS990EZ/NetAssetsOrFundBalancesEOYAmt06989
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt011182
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt06989
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt020.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt220.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0DESIRE VENTURA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ISHIA BARAJAS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2LEAH RATE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt030529
IRS990EZ/OtherRevenueTotalAmt0941
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PrimaryExemptPurposeTxt0CHILD ADVOCACY
IRS990EZ/ProgramServiceRevenueAmt03439
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0GIFT SCHOOL
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1STUDENT ENRICHMENT
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2FAMILY EVENTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt010000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt17167
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt22233
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt09911
IRS990EZ/SpecialEventsNetIncomeLossAmt020202
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt030529
IRS990EZ/TotalProgramServiceExpensesAmt019400
IRS990EZ/TotalRevenueAmt026336
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt01622
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt061546
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt06685
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt067804
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0137657
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt01622
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt061546
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt06685
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt067804
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0137657
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt01622
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt061546
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt06685
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt067804
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0137657
IRS990ScheduleA/InvestmentIncomeCYPct00.50000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.50000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0137657
IRS990ScheduleA/ThirtyThrPctSuprtTestsPY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt01622
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt061546
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt06685
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt067804
IRS990ScheduleA/Total509Grp/TotalAmt0137657
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt03244
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0123092
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt013370
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0135608
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0275314
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0GIFT SCHOOL
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0STUDENT ENRI
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt010000
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt07167
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt017167
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt010000
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt07167
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt017167
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt017167
IRS990ScheduleG/LicensedStatesCd0CA
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORIGINAL RETURN UNDERSTATED REV AND EXPENSES FOR FUND RAISING
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description AmountMISC ADJUSTMENT 941
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Description AmountOTHER OFFICE EXPENSE 2,121CONFERENCES CONVENTIONS MEETINGS 810INSURANCE 272GIFT TO SCHOOL 10,000STUDENT ENRICHMENT 7,167FAMILY EVENTS 2,233HONORARY SERVICE AWARDS 1,575TEACHER STAFF APRECI 867HEALTH AND WELFARE 454REFLECTIONS 350HOSPITALITY AND HISTORNIAN 307ATTORNEY GENERAL FEES 25MEMBERSHIP DDRIVE AND SUPPLY 325NATIONAL DUES FORWARDED 928HOLIDAY SHOPPING EVENT 3,095
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Amended return information
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other revenue Part I line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Description of other expenses Part I line 16
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DESIRE VENTURA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06269744000
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BARRANCA ELEMENTARY SCHOOL PTA
ReturnHeader/Filer/BusinessNameControlTxt0BARR
ReturnHeader/Filer/EIN0956203890
ReturnHeader/Filer/USAddress/AddressLine1Txt0727 S BARRANCA AVE
ReturnHeader/Filer/USAddress/CityNm0Covina
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd091723
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0800744658
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JP FINANCIAL SERVICES INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 1816
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Glendora
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd091740
ReturnHeader/PreparerPersonGrp/PhoneNum06084496307
ReturnHeader/PreparerPersonGrp/PreparationDt02024-11-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JUDEE POST GREENBLATT EA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02024-11-05T14:13:19-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,989
Liabilities
$0
Net assets
$6,989
Revenue
$26,336
Expenses
$30,529
Net income
-$4,193
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$12.4$0.00$12.4$20.5$15.1$5.38
2023Detailed filing. Detailed filing data is available for this year.$6.99$0.00$6.99$26.3$30.5$4.19
2023Detailed filing. Detailed filing data is available for this year.$6.99$0.00$6.99$26.3$30.5$4.19
2022Detailed filing. Detailed filing data is available for this year.$0.00$0.00$7.04$28.3$21.3$7.04
2020Summary only. Only limited summary data is available for this year.$7.56$0.00$29.4$26.6$2.84
2019Summary only. Only limited summary data is available for this year.$4.73$0.00$27.2$30.0$2.82
2018Summary only. Only limited summary data is available for this year.$7.54$0.00$36.8$32.8$4.03
2017Summary only. Only limited summary data is available for this year.$3.51$0.00$32.4$33.7$1.30
2016Summary only. Only limited summary data is available for this year.$4.81$0.00$28.0$34.1$6.17
2015Summary only. Only limited summary data is available for this year.$11.0$0.00$33.3$32.8$0.51
2014Summary only. Only limited summary data is available for this year.$10.5$0.00$28.6$22.2$6.43
2013Summary only. Only limited summary data is available for this year.$4.05$0.00$38.3$46.7$8.42
2012Summary only. Only limited summary data is available for this year.$12.5$0.00$35.5$33.7$1.84
2011Summary only. Only limited summary data is available for this year.$10.6$0.00$35.2$26.9$8.32