Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

990EZ • Fiscal year 2024 • EIN 95-6203911

Jul 01, 2023 to Jun 30, 2024 • Filed on Oct 29, 2024

Organization ProfileN/A
2410 Findlay AveMonterey Park, CA 91754

(323) 721-4335

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2024

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2024

Net Margin

80th percentile

27%

Higher net margin than 80% 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

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2024

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2024

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$39,867

Up $10,615 (+36%) from 2015

Net Assets

$39,867

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin80th percentile

Revenue

Up

$42,563

Up $15,455 (+57%) from 2015

Expenses

Up

$31,046

Up $8,326 (+37%) from 2015

Net Income

Up

$11,517

Up $7,129 (+162%) from 2015

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$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

2024

Assets$39,867
Liabilities-
Net Assets$39,867
Open 2024 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this 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

2024

Revenue$42,563
Expenses$31,046
Net Income$11,517
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Oct 29, 2024
Return Version
2023v5.1
Gross Receipts
$92,110
Mission and Program Overview

Mission

Enrichment of parents, teachers, students

Program Services

DescriptionGrantsExpenses
PROVIDE ACTIVITIES AND EVENTS FOR STUDENTS/STAFF, FAMILYCLASSROOM ACTIVITIES, SCHOLARSHIPS, 5TH GRADE GRADUATION$0$15,397
EDUCATIONAL ENTRICHMENT FOR STUDENTS/STAFFFIELD TRIPS, PROGRAMS, READ ACROSS AMERICA$0$9,272
PROVIDE FUNDING FOR TEACHERS, STAFF, PTA,$0$1,996
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ADRIANNA ALVARADOPresidentPT$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
2024-10-29
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 CATALINA 8311.”

Form 990EZ, Part I, Line 16

“5th grade catalina & end of year party 10392.”

Form 990EZ, Part I, Line 16

“BANK FEES 426.”

Form 990EZ, Part I, Line 16

“BANNERS 2276.”

Form 990EZ, Part I, Line 16

“BOARD EXPENSES 426.”

Form 990EZ, Part I, Line 16

“CLASSROOM 2505.”

Form 990EZ, Part I, Line 16

“COUNCIL 200.”

Form 990EZ, Part I, Line 16

“FIELD TRIPS 3210.”

Form 990EZ, Part I, Line 16

“HSA 1041.”

Form 990EZ, Part I, Line 16

“INSURANCE 282.”

Form 990EZ, Part I, Line 16

“MEMBERSHIP 104.”

Form 990EZ, Part I, Line 16

“PROGRAMS 5987.”

Form 990EZ, Part I, Line 16

“READ ACROSS AMERICA 75.”

Form 990EZ, Part I, Line 16

“REFUND 828.”

Form 990EZ, Part I, Line 16

“SCHOLARSHIPS 2500.”

Form 990EZ, Part I, Line 16

“SECRETARY OF STATE 50.”

Form 990EZ, Part I, Line 16

“SUPPLIES 18.”

Form 990EZ, Part I, Line 16

“Teacher aprreciation 726.”

Raw XML Appendix180 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/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/BOYAmt028350
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt039867
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0912
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt011517
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt028350
IRS990EZ/Form990TotalAssetsGrp/EOYAmt039867
IRS990EZ/FundraisingGrossIncomeAmt081282
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt092110
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt01605
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt028350
IRS990EZ/NetAssetsOrFundBalancesEOYAmt039867
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt028350
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt039867
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/PersonNm0ADRIANNA ALVARADO
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/OtherExpensesTotalAmt031046
IRS990EZ/OtherRevenueTotalAmt08311
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,
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt20
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt09272
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt115397
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt21996
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt049547
IRS990EZ/SpecialEventsNetIncomeLossAmt031735
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt031046
IRS990EZ/TotalProgramServiceExpensesAmt026665
IRS990EZ/TotalRevenueAmt042563
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0912
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0912
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt081282
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt052219
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0133501
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0134413
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt082194
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt052219
IRS990ScheduleA/Total509Grp/TotalAmt0134413
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0134413
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt05TH GRADE CATALINA 8311.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15TH GRADE CATALINA & END OF YEAR PARTY 10392.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2BANK FEES 426.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3BANNERS 2276.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4BOARD EXPENSES 426.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5CLASSROOM 2505.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6COUNCIL 200.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7FIELD TRIPS 3210.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8HSA 1041.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9INSURANCE 282.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10MEMBERSHIP 104.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11PROGRAMS 5987.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12READ ACROSS AMERICA 75.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13REFUND 828.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14SCHOLARSHIPS 2500.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15SECRETARY OF STATE 50.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16SUPPLIES 18.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17TEACHER APRRECIATION 726.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990EZ, Part I, Line 16
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
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KELLY YORBA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum03237214335
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-10-29
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/PreparationDt02024-10-29
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Barbara Dunagan
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02024-10-29T12:54:38-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$39,867
Liabilities
-
Net assets
$39,867
Revenue
$42,563
Expenses
$31,046
Net income
$11,517
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$23.8$23.8$58.2$74.2$16.0
2024Detailed filing. Detailed filing data is available for this year.$39.9$39.9$42.6$31.0$11.5
2015Summary only. Only limited summary data is available for this year.$29.3$0.00$27.1$22.7$4.39
2014Summary only. Only limited summary data is available for this year.$24.9$0.00$29.9$24.8$5.12
2012Summary only. Only limited summary data is available for this year.$17.5$0.00$22.9$19.8$3.09