Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

990EZ • Fiscal year 2023 • EIN 95-6204419

Jul 01, 2022 to Jun 30, 2023 • Filed on Feb 16, 2024

5251 E Stearns StLong Beach, CA 90815

(562) 498-3794

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

89th percentile

46%

Higher net margin than 89% 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

91st percentile

89%

Faster asset growth than 91% of similar nonprofits.

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

Revenue Growth

59th percentile

13%

Faster revenue growth than 59% of similar nonprofits.

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

Assets

Up

$97,019

Up $45,772 (+89%) from 2022

Net Assets

Up

$97,019

Up $45,772 (+89%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue

Up

$52,493

Up $5,981 (+13%) from 2022

Expenses

Up

$28,361

Up $16,019 (+130%) from 2022

Net Income

Down

$24,132

Down $10,038 (-29%) from 2022

Historical Trend

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2012: $20,728Liabilities 2012: $02012Assets 2013: $7,690Liabilities 2013: $02013Assets 2015: $26,365Liabilities 2015: $02015Assets 2016: $34,530Liabilities 2016: $0Net Assets 2016: $34,5302016Assets 2017: $32,941Liabilities 2017: $0Net Assets 2017: $32,9412017Assets 2018: $11,927Liabilities 2018: $0Net Assets 2018: $11,9272018Assets 2019: $46,277Liabilities 2019: $0Net Assets 2019: $46,2772019Assets 2020: $32,088Liabilities 2020: $0Net Assets 2020: $32,0882020Assets 2021: $17,077Liabilities 2021: $0Net Assets 2021: $17,0772021Assets 2022: $51,247Liabilities 2022: $0Net Assets 2022: $51,2472022Assets 2023: $97,019Liabilities 2023: $0Net Assets 2023: $97,0192023Assets 2024: $129,837Liabilities 2024: $0Net Assets 2024: $129,8372024

Highlighted filing

2023

Assets$97,019
Liabilities$0
Net Assets$97,019

Operations Trend

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

$100K$50K$0-$50KRevenue 2012: $32,918Expenses 2012: $37,112Net Income 2012: -$4,1942012Revenue 2013: $21,618Expenses 2013: $25,257Net Income 2013: -$3,6392013Revenue 2015: $20,130Expenses 2015: $9,230Net Income 2015: $10,9002015Revenue 2016: $54,479Expenses 2016: $46,314Net Income 2016: $8,1652016Revenue 2017: $56,577Expenses 2017: $58,166Net Income 2017: -$1,5892017Revenue 2018: $55,572Expenses 2018: $48,467Net Income 2018: $7,1052018Revenue 2019: $41,294Expenses 2019: $32,657Net Income 2019: $8,6372019Revenue 2020: $49,655Expenses 2020: $63,844Net Income 2020: -$14,1892020Revenue 2021: $16,810Expenses 2021: $20,493Net Income 2021: -$3,6832021Revenue 2022: $46,512Expenses 2022: $12,342Net Income 2022: $34,1702022Revenue 2023: $52,493Expenses 2023: $28,361Net Income 2023: $24,1322023Revenue 2024: $70,026Expenses 2024: $37,208Net Income 2024: $32,8182024

Highlighted filing

2023

Revenue$52,493
Expenses$28,361
Net Income$24,132
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Feb 16, 2024
Return Version
2022v5.0
Gross Receipts
$68,242
Mission and Program Overview

Mission

To provide the opportunity for parents to supposrt their child's public schools and its teachers.

Program Services

DescriptionGrantsExpenses
5TH GRADE PROMOTION$0$7,469
MEET THE MASTERS$0$4,930
HARVEST FESTIVAL$0$2,057
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
KRISTINE CLANCYPresidentPT$0--
DIEGO LOPEZVice PresidentPT$0--
HEATHER CHAVEZTreasurerPT$0--
SUSANA GONZALEZ EDMONDCommunicationsPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fit a Thon$46,556$46,556$5,673$40,883
5th Grade Fundraising$7,963$7,963$2,148$5,815
Total Events$64,395$64,395$15,749$48,646
Filing and Contact Details

Filer

Filer Name
Florence Bixby Elementary Pta
EIN
95-6204419
Phone
5624983794
Address
5251 E STEARNS ST, LONG BEACH, CA 90815

Signing Officer

Name
Diego Lopez
Title
Vice President
Phone
5624983794
Signed
2024-02-16
Discuss with paid preparer
Yes

Preparer

Firm
WNR CPA'S INC
Address
6615 E PACIFIC COAST HWY STE 150, LONG BEACH, CA 90803
Preparer
John D Williams
Phone
5624238777
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16 - Other Expenses

Description: student welfare. Amount: 24,719. Description: organizational expense. Amount: 3,231. Description: dues not belonging to council. Amount: 411. Total to form 990-ez, line 16: 28,361.

Raw XML Appendix186 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/PhoneNum05624983794
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0LONG BEACH
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd090815
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0KRISTINE CLANCY
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2HEATHER CHAVEZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3SUSANA GONZALEZ EDMOND
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3COMMUNICATIONS
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt028361
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE THE OPPORTUNITY FOR PARENTS TO SUPPOSRT THEIR CHILD'S PUBLIC SCHOOLS AND ITS TEACHERS.
IRS990EZ/ProgramServiceRevenueAmt01565
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt05TH GRADE PROMOTION
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1HARVEST FESTIVAL
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2MEET THE MASTERS
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt20
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt07469
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt12057
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt24930
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SpecialEventsDirectExpensesAmt015749
IRS990EZ/SpecialEventsNetIncomeLossAmt048646
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
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IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
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IRS990EZ/TaxReimbursedByOrganizationAmt00
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IRS990EZ/TotalProgramServiceExpensesAmt014456
IRS990EZ/TotalRevenueAmt052493
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt08056
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt011521
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt07529
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt03305
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt032693
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt065960
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt056774
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt028263
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0217101
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0249794
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IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt031568
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt068242
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IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0249794
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt015749
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0FIT A THON
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm05TH GRADE FUNDRAISING
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt046556
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt07963
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt09876
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt046556
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt07963
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt09876
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IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt048646
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IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt015749
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt05673
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt02148
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt03
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: STUDENT WELFARE. AMOUNT: 24,719. DESCRIPTION: ORGANIZATIONAL EXPENSE. AMOUNT: 3,231. DESCRIPTION: DUES NOT BELONGING TO COUNCIL. AMOUNT: 411. TOTAL TO FORM 990-EZ, LINE 16: 28,361.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DIEGO LOPEZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05624983794
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-02-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FLORENCE BIXBY ELEMENTARY PTA
ReturnHeader/Filer/BusinessNameControlTxt0FLOR
ReturnHeader/Filer/EIN0956204419
ReturnHeader/Filer/PhoneNum05624983794
ReturnHeader/Filer/USAddress/AddressLine1Txt05251 E STEARNS ST
ReturnHeader/Filer/USAddress/CityNm0LONG BEACH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd090815
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0874648603
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WNR CPA'S INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt06615 E PACIFIC COAST HWY STE 150
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LONG BEACH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd090803
ReturnHeader/PreparerPersonGrp/PhoneNum05624238777
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN D WILLIAMS
ReturnHeader/ReturnTs02024-02-16T11:48:18-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0DIEGO
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0LOPEZ
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

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