Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

EIN 95-6203911 • 501(c)3 • Monterey Park, CA

990-N Coverage

Profile

Enrichment of parents, teachers, students

2410 Findlay AveMonterey Park, CA 91754

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2025

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2025

Net Margin

20th percentile

-28%

Higher net margin than 20% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2025

Asset Growth

23rd percentile

-40%

Faster asset growth than 23% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

80th percentile

37%

Faster revenue growth than 80% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Assets

Down

$23,837

Down $16,030 (-40%) from 2024

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$23,837

Down $16,030 (-40%) from 2024

Revenue

Up

$58,181

Up $15,618 (+37%) from 2024

Expenses

Up

$74,211

Up $43,165 (+139%) from 2024

Net Income

Down

-$16,030

Down $27,547 (-239%) from 2024

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$40K$30K$20K$10K$0Assets 2012: $17,471Liabilities 2012: $02012Assets 2014: $24,864Liabilities 2014: $02014Assets 2015: $29,252Liabilities 2015: $02015Assets 2024: $39,867Net Assets 2024: $39,8672024Assets 2025: $23,837Net Assets 2025: $23,8372025

Highlighted filing

2025

Assets$23,837
Liabilities-
Net Assets$23,837

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$100K$50K$0-$50KRevenue 2012: $22,903Expenses 2012: $19,809Net Income 2012: $3,0942012Revenue 2014: $29,926Expenses 2014: $24,803Net Income 2014: $5,1232014Revenue 2015: $27,108Expenses 2015: $22,720Net Income 2015: $4,3882015Revenue 2024: $42,563Expenses 2024: $31,046Net Income 2024: $11,5172024Revenue 2025: $58,181Expenses 2025: $74,211Net Income 2025: -$16,0302025

Highlighted filing

2025

Revenue$58,181
Expenses$74,211
Net Income-$16,030

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Nov 12, 2025
Return Version
2024v5.2
Gross Receipts
$90,656
Mission and Program Overview

Mission

Enrichment of parents, teachers, students

Program Services

DescriptionGrantsExpenses
PROVIDE FUNDING FOR TEACHERS, STAFF, PTA, SCHOOL BEAUTIFICATION$0$31,069
PROVIDE ACTIVITIES AND EVENTS FOR STUDENTS/STAFF, FAMILYCLASSROOM ACTIVITIES, SCHOLARSHIPS, 5TH GRADE GRADUATION$0$22,629
EDUCATIONAL ENTRICHMENT FOR STUDENTS/STAFFFIELD TRIPS, PROGRAMS, READ ACROSS AMERICA$0$12,903
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ELIZABETH TONGPresidentPT$0--
KELLY YORBATreasurerPT$0--
SUSANA CHAVEZSecretaryPT$0--
Filing and Contact Details

Filer

Filer Name
Bella Vista Elementary Pta Inc
EIN
95-6203911
Phone
3237214335
Address
2410 FINDLAY AVE, MONTEREY PARK, CA 91754

Signing Officer

Name
Kelly Yorba
Title
Treasurer
Phone
3237214335
Signed
2025-11-12
Discuss with paid preparer
Yes

Preparer

Firm
Integrity Tax and Notary Services
Address
16549 Leffingwell Rd, Whittier, CA 90603
Preparer
Barbara Dunagan
Phone
5624009569
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 8

5TH GRADE 20020.

Form 990EZ, Part I, Line 8

BEAUTIFICATION 4419.

Form 990EZ, Part I, Line 8

BIRTHDAY CLUB 1280.

Form 990EZ, Part I, Line 8

MERCHANDISE 314.

Form 990EZ, Part I, Line 8

PROGRAMS 1141.

Form 990EZ, Part I, Line 8

SNACK SHACK 660.

Form 990EZ, Part I, Line 8

YEARBOOK 1110.

Form 990EZ, Part I, Line 16

5th grade catalina & end of year party 22629.

Form 990EZ, Part I, Line 16

BANK FEES 114.

Form 990EZ, Part I, Line 16

BEAUTIFICATION 19844.

Form 990EZ, Part I, Line 16

BOARD EXPENSES 6003.

Form 990EZ, Part I, Line 16

FIELD TRIPS 3800.

Form 990EZ, Part I, Line 16

INSURANCE 288.

Form 990EZ, Part I, Line 16

MERCHANDISE 5384.

Form 990EZ, Part I, Line 16

MYPTZ 215.

Form 990EZ, Part I, Line 16

PROGRAMS 9103.

Form 990EZ, Part I, Line 16

SECRETARY OF STATE 20.

Form 990EZ, Part I, Line 16

Teacher aprreciation 5222.

Form 990EZ, Part I, Line 16

TAX PREP 75.

Form 990EZ, Part I, Line 16

SNACK SHACK 139.

Form 990EZ, Part I, Line 16

YEARBOOK 1375.

Raw XML Appendix191 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/PersonNm0KELLY YORBA
IRS990EZ/BooksInCareOfDetail/PhoneNum03234207554
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01543 LACEWOOD DR
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0WHITTIER
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd090601
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt039867
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt023837
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt01915
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-16030
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt039867
IRS990EZ/Form990TotalAssetsGrp/EOYAmt023837
IRS990EZ/FundraisingGrossIncomeAmt057792
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt090656
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt02005
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt039867
IRS990EZ/NetAssetsOrFundBalancesEOYAmt023837
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt039867
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt023837
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt020.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt115.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt215.00
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/PersonNm0ELIZABETH TONG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1KELLY YORBA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2SUSANA CHAVEZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt074211
IRS990EZ/OtherRevenueTotalAmt028944
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0ENRICHMENT OF PARENTS, TEACHERS, STUDENTS
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0EDUCATIONAL ENTRICHMENT FOR STUDENTS/STAFFFIELD TRIPS, PROGRAMS, READ ACROSS AMERICA
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1PROVIDE ACTIVITIES AND EVENTS FOR STUDENTS/STAFF, FAMILYCLASSROOM ACTIVITIES, SCHOLARSHIPS, 5TH GRADE GRADUATION
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2PROVIDE FUNDING FOR TEACHERS, STAFF, PTA, SCHOOL BEAUTIFICATION
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt20
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt012903
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt122629
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt231069
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt032475
IRS990EZ/SpecialEventsNetIncomeLossAmt025317
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt074211
IRS990EZ/TotalProgramServiceExpensesAmt066601
IRS990EZ/TotalRevenueAmt058181
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt01915
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0912
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt02827
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt057792
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt081282
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt052219
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0191293
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0194120
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt059707
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt082194
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt052219
IRS990ScheduleA/Total509Grp/TotalAmt0194120
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0194120
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt05TH GRADE 20020.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1BEAUTIFICATION 4419.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2BIRTHDAY CLUB 1280.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3MERCHANDISE 314.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4PROGRAMS 1141.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5SNACK SHACK 660.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6YEARBOOK 1110.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt75TH GRADE CATALINA & END OF YEAR PARTY 22629.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8BANK FEES 114.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9BEAUTIFICATION 19844.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10BOARD EXPENSES 6003.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11FIELD TRIPS 3800.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12INSURANCE 288.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13MERCHANDISE 5384.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14MYPTZ 215.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15PROGRAMS 9103.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16SECRETARY OF STATE 20.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17TEACHER APRRECIATION 5222.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt18TAX PREP 75.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt19SNACK SHACK 139.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt20YEARBOOK 1375.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part I, Line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part I, Line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990EZ, Part I, Line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990EZ, Part I, Line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc16Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc17Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc18Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc19Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc20Form 990EZ, Part I, Line 16
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KELLY YORBA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum03237214335
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BELLA VISTA ELEMENTARY PTA INC
ReturnHeader/Filer/BusinessNameControlTxt0BELL
ReturnHeader/Filer/EIN0956203911
ReturnHeader/Filer/PhoneNum03237214335
ReturnHeader/Filer/USAddress/AddressLine1Txt02410 FINDLAY AVE
ReturnHeader/Filer/USAddress/CityNm0MONTEREY PARK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd091754
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0818136591
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Integrity Tax and Notary Services
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt016549 Leffingwell Rd
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Whittier
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd090603
ReturnHeader/PreparerPersonGrp/PhoneNum05624009569
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Barbara Dunagan
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-11-12T10:31:15-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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