Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

990EZ • Fiscal year 2021 • EIN 95-6203993

Jul 01, 2020 to Jun 30, 2021 • Filed on Nov 08, 2021

8299 Holder AveBuena Park, CA 90620

(714) 501-4651

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.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

56th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Net Margin

4th percentile

-226%

Higher net margin than 4% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

16th percentile

-25%

Faster asset growth than 16% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

14th percentile

-58%

Faster revenue growth than 14% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Assets

Down

$15,170

Down $5,098 (-25%) from 2020

Net Assets

Down

$15,170

Down $5,098 (-25%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue

Down

$2,253

Down $3,124 (-58%) from 2020

Expenses

Up

$7,351

Up $5,456 (+288%) from 2020

Net Income

Down

-$5,098

Down $8,580 (-246%) from 2020

Historical Trend

Balance Sheet Trend

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

$40K$30K$20K$10K$0Assets 2011: $31,634Liabilities 2011: $02011Assets 2012: $10,583Liabilities 2012: $02012Assets 2013: $18,603Liabilities 2013: $02013Assets 2014: $11,095Liabilities 2014: $02014Assets 2015: $14,637Liabilities 2015: $02015Assets 2016: $11,414Liabilities 2016: $02016Assets 2017: $7,958Liabilities 2017: $02017Assets 2019: $17,136Liabilities 2019: $02019Assets 2020: $20,268Liabilities 2020: $0Net Assets 2020: $20,2682020Assets 2021: $15,170Liabilities 2021: $0Net Assets 2021: $15,1702021Assets 2022: $27,025Net Assets 2022: $27,0252022Assets 2023: $39,880Net Assets 2023: $39,8802023Assets 2024: $21,369Net Assets 2024: $21,3692024Assets 2025: $35,984Net Assets 2025: $35,9842025

Highlighted filing

2021

Assets$15,170
Liabilities$0
Net Assets$15,170

Operations Trend

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

$100K$50K$0-$50KRevenue 2011: $93,225Expenses 2011: $76,359Net Income 2011: $16,8662011Revenue 2012: $65,252Expenses 2012: $86,303Net Income 2012: -$21,0512012Revenue 2013: $71,686Expenses 2013: $63,666Net Income 2013: $8,0202013Revenue 2014: $70,507Expenses 2014: $78,014Net Income 2014: -$7,5072014Revenue 2015: $74,608Expenses 2015: $71,066Net Income 2015: $3,5422015Revenue 2016: $76,589Expenses 2016: $79,812Net Income 2016: -$3,2232016Revenue 2017: $74,134Expenses 2017: $77,590Net Income 2017: -$3,4562017Revenue 2019: $71,872Expenses 2019: $66,606Net Income 2019: $5,2662019Revenue 2020: $5,377Expenses 2020: $1,895Net Income 2020: $3,4822020Revenue 2021: $2,253Expenses 2021: $7,351Net Income 2021: -$5,0982021Revenue 2022: $15,631Expenses 2022: $8,378Net Income 2022: $7,2532022Revenue 2023: $68,009Expenses 2023: $55,154Net Income 2023: $12,8552023Revenue 2024: $64,065Expenses 2024: $74,404Net Income 2024: -$10,3392024Revenue 2025: $51,606Expenses 2025: $36,991Net Income 2025: $14,6152025

Highlighted filing

2021

Revenue$2,253
Expenses$7,351
Net Income-$5,098
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Nov 8, 2021
Return Version
2020v4.0
Gross Receipts
$2,253
Mission and Program Overview

Mission

Publicschool-agechildren'sactivities

CHILD ADVOCACY

Program Services

DescriptionGrantsExpenses
BUENA TERRA ELEMENTARY PTA EXISTS TO PROMOTE STUDENT ENRICHMENT AT BUENA TERRA ELEMENTARY SCHOOL. ALL FUNDS RAISED ARE USED FOR THE PURPOSE.$7,351-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ALISSA BROOKSPresidentPT$0--
JANET MARTELLSecretaryPT$0--
JENNIFER HARKEYTreasurerPT$0--
Filing and Contact Details

Filer

Filer Name
Buena Terra Pta
EIN
95-6203993
Phone
7145014651
Address
8299 HOLDER AVE, BUENA PARK, CA 90620

Signing Officer

Name
Jennifer Harkey
Title
Treasurer
Signed
2021-11-08
Discuss with paid preparer
Yes

Preparer

Firm
Fifield & Jamieson Accountancy PC
Address
11021 Winners Circle Suite 106, Los Alamitos, CA 90720
Preparer
Steven Fifield CPA
Phone
7148219690
Supplemental Narrative

Additional Explanations

Other Expenses.1

6TH GRADE EXPENSES $2820

Other Expenses.2

MISCELLANEOUS $2648

Other Expenses.3

HOSPITALITY $757

Other Expenses.4

Other operating expenses $546

Other Expenses.5

FAMILY MOVIE NIGHT $451

Other Expenses.6

BP PTA SCHOLARSHIP $100

Other Expenses.7

OFFICER EXPENSES $29

Raw XML Appendix159 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/PersonNm0JENNIFER HARKEY
IRS990EZ/BooksInCareOfDetail/PhoneNum07145014651
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt08299 HOLDER AVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0BUENA PARK
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd090620
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt020268
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt015170
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0160
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-5098
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt020268
IRS990EZ/Form990TotalAssetsGrp/EOYAmt015170
IRS990EZ/FundraisingGrossIncomeAmt02093
IRS990EZ/GrossReceiptsAmt02253
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt020268
IRS990EZ/NetAssetsOrFundBalancesEOYAmt015170
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt020268
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt015170
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ALISSA BROOKS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JANET MARTELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JENNIFER HARKEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt07351
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0CHILD ADVOCACY
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0BUENA TERRA ELEMENTARY PTA EXISTS TO PROMOTE STUDENT ENRICHMENT AT BUENA TERRA ELEMENTARY SCHOOL. ALL FUNDS RAISED ARE USED FOR THE PURPOSE.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt07351
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt02093
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt07351
IRS990EZ/TotalProgramServiceExpensesAmt07351
IRS990EZ/TotalRevenueAmt02253
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0160
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt03279
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt02350
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0766
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt01053
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt07608
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt02093
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt060995
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt069522
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt076780
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt073081
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0282471
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0290079
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt02253
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt064274
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt071872
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt077546
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt074134
IRS990ScheduleA/Total509Grp/TotalAmt0290079
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt02253
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt064274
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt071872
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt077546
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt074134
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0290079
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt06TH GRADE EXPENSES $2820
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1MISCELLANEOUS $2648
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2HOSPITALITY $757
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3OTHER OPERATING EXPENSES $546
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4FAMILY MOVIE NIGHT $451
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5BP PTA SCHOLARSHIP $100
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6OFFICER EXPENSES $29
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.7
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JENNIFER HARKEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BUENA TERRA PTA
ReturnHeader/Filer/BusinessNameControlTxt0BUEN
ReturnHeader/Filer/EIN0956203993
ReturnHeader/Filer/PhoneNum07145014651
ReturnHeader/Filer/USAddress/AddressLine1Txt08299 HOLDER AVE
ReturnHeader/Filer/USAddress/CityNm0BUENA PARK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd090620
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0833276735
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Fifield & Jamieson Accountancy PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt011021 Winners Circle Suite 106
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Los Alamitos
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd090720
ReturnHeader/PreparerPersonGrp/PhoneNum07148219690
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEVEN FIFIELD CPA
ReturnHeader/ReturnTs02021-11-08T09:29:36-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JENNIFER
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0HARKEY
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$36.0$36.0$51.6$37.0$14.6
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$21.4$21.4$64.1$74.4$10.3
2023Detailed filing. Detailed filing data is available for this year.$39.9$39.9$68.0$55.2$12.9
2022Detailed filing. Detailed filing data is available for this year.$27.0$27.0$15.6$8.38$7.25
2021Detailed filing. Detailed filing data is available for this year.$15.2$0.00$15.2$2.25$7.35$5.10
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$20.3$0.00$20.3$5.38$1.90$3.48
2019Summary only. Only limited summary data is available for this year.$17.1$0.00$71.9$66.6$5.27
2017Summary only. Only limited summary data is available for this year.$7.96$0.00$74.1$77.6$3.46
2016Summary only. Only limited summary data is available for this year.$11.4$0.00$76.6$79.8$3.22
2015Summary only. Only limited summary data is available for this year.$14.6$0.00$74.6$71.1$3.54
2014Summary only. Only limited summary data is available for this year.$11.1$0.00$70.5$78.0$7.51
2013Summary only. Only limited summary data is available for this year.$18.6$0.00$71.7$63.7$8.02
2012Summary only. Only limited summary data is available for this year.$10.6$0.00$65.3$86.3$21.1
2011Summary only. Only limited summary data is available for this year.$31.6$0.00$93.2$76.4$16.9