Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

990EZ • Fiscal year 2016 • EIN 95-6204994

Jul 01, 2015 to Jun 30, 2016 • Filed on Feb 15, 2017

Organization ProfileN/A
9301 LA Rosa DriveTemple City, CA 91780

(626) 975-7933

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 2016

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2016

Net Margin

16th percentile

-21%

Higher net margin than 16% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2016

Asset Growth

13th percentile

-36%

Faster asset growth than 13% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

7th percentile

-61%

Faster revenue growth than 7% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$4,106

Down $2,344 (-36%) from 2015

Net Assets

Down

$4,106

Down $2,344 (-36%) from 2015

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin16th percentile

Revenue

Down

$11,361

Down $18,040 (-61%) from 2015

Expenses

Down

$13,705

Down $17,353 (-56%) from 2015

Net Income

Down

-$2,344

Down $687 (-41%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth13th percentile

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

$40K$30K$20K$10K$0Assets 2011: $3,471Liabilities 2011: $02011Assets 2012: $5,931Liabilities 2012: $02012Assets 2013: $6,084Liabilities 2013: $02013Assets 2014: $8,107Liabilities 2014: $02014Assets 2015: $6,450Net Assets 2015: $6,4502015Assets 2016: $4,106Net Assets 2016: $4,1062016Assets 2017: $10,873Net Assets 2017: $10,8732017Assets 2018: $26,806Net Assets 2018: $26,8062018Assets 2019: $39,062Net Assets 2019: $39,0622019Assets 2023: $28,097Net Assets 2023: $28,0972023Assets 2024: $14,981Net Assets 2024: $14,9812024Assets 2025: $18,066Net Assets 2025: $18,0662025

Highlighted filing

2016

Assets$4,106
Liabilities-
Net Assets$4,106
Open 2016 Filing

Operations Trend

Revenue Growth7th percentile

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

$80K$60K$40K$20K$0-$20KRevenue 2011: $9,054Expenses 2011: $18,426Net Income 2011: -$9,3722011Revenue 2012: $19,910Expenses 2012: $17,450Net Income 2012: $2,4602012Revenue 2013: $31,107Expenses 2013: $30,954Net Income 2013: $1532013Revenue 2014: $31,980Expenses 2014: $29,957Net Income 2014: $2,0232014Revenue 2015: $29,401Expenses 2015: $31,058Net Income 2015: -$1,6572015Revenue 2016: $11,361Expenses 2016: $13,705Net Income 2016: -$2,3442016Revenue 2017: $29,812Expenses 2017: $23,045Net Income 2017: $6,7672017Revenue 2018: $32,049Expenses 2018: $16,462Net Income 2018: $15,5872018Revenue 2019: $28,409Expenses 2019: $16,153Net Income 2019: $12,2562019Revenue 2023: $58,917Expenses 2023: $33,662Net Income 2023: $25,2552023Revenue 2024: $48,054Expenses 2024: $60,062Net Income 2024: -$12,0082024Revenue 2025: $44,018Expenses 2025: $40,933Net Income 2025: $3,0852025

Highlighted filing

2016

Revenue$11,361
Expenses$13,705
Net Income-$2,344
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Feb 15, 2017
Return Version
2015v3.0
Gross Receipts
$49,590
Mission and Program Overview

Mission

To provide educational programs to the students and parents of the school

Program Services

DescriptionGrantsExpenses
PROGRAMS FOR STUDENTS AND PARENTS$10,188-
OTHER ORGANIZATIONAL AND OPERATING EXPENSES$2,267-
WELFARE AND HOSPITALITY$1,250-
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
JENN SHLAMPresidentPT$0--
IVY MAOTreasurerPT$0--
CHRISTINE HARRISSecretaryPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Apex$23,908$23,908$15,967$7,941
Fall & Spring Fundraisers$11,947$11,947$16,923$-4,976
Total Events$41,181$41,181$38,229$2,952
Filing and Contact Details

Filer

Filer Name
La Rosa Elementary Pta
EIN
95-6204994
Phone
6269757933
Address
9301 LA ROSA DRIVE, TEMPLE CITY, CA 91780

Signing Officer

Name
Leigh Cobb
Title
Treasurer
Signed
2017-02-15
Discuss with paid preparer
Yes

Preparer

Firm
Quality Bookkeeping
Address
9633 E Las Tunas Drive, Temple City, CA 91780
Preparer
Kathleen Chambers
Phone
6262851281
Supplemental Narrative

Additional Explanations

Other Revenue.1

“STATE REFUND $138”

Other Expenses.1

“Student and parent programs $10188”

Other Expenses.2

“Organization/operating expense $2267”

Other Expenses.3

“WELFARE PROGRAMS $1250”

Raw XML Appendix185 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/PhoneNum06269757933
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt09301 LA ROSA
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0TEMPLE CITY
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd091780
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IRS990EZ/ContributionsGiftsGrantsEtcAmt0277
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-2344
IRS990EZ/FiledScheduleAInd0true
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IRS990EZ/GrossReceiptsAmt049590
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/GroupExemptionNum00646
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
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IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt03667
IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JENN SHLAM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1IVY MAO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2CHRISTINE HARRIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt013705
IRS990EZ/OtherRevenueTotalAmt0138
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE EDUCATIONAL PROGRAMS TO THE STUDENTS AND PARENTS OF THE SCHOOL
IRS990EZ/ProgramServiceRevenueAmt04326
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROGRAMS FOR STUDENTS AND PARENTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1WELFARE AND HOSPITALITY
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2OTHER ORGANIZATIONAL AND OPERATING EXPENSES
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt010188
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt11250
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt22267
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt038229
IRS990EZ/SpecialEventsNetIncomeLossAmt02952
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt013705
IRS990EZ/TotalProgramServiceExpensesAmt013705
IRS990EZ/TotalRevenueAmt011361
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt03944
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt01855
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt02576
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt03616
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt03832
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt015823
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt01
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt02
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt02
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt02
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt01
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt08
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt045507
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt050989
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt073413
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt070416
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt063705
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0304030
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt01
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt02
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt02
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt02
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt01
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt08
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0319853
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt049451
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt052844
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt075989
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt074032
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt067537
IRS990ScheduleA/Total509Grp/TotalAmt0319853
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt049452
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt052846
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt075991
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt074034
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt067538
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0319861
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt038229
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0APEX
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0FALL & SPRING FUNDRAISERS
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt023908
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt011947
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt05326
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt041181
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt023908
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt011947
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt05326
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt041181
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt02952
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt05339
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt038229
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt015967
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt016923
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0STATE REFUND $138
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1STUDENT AND PARENT PROGRAMS $10188
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ORGANIZATION/OPERATING EXPENSE $2267
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3WELFARE PROGRAMS $1250
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Revenue.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.3
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LEIGH COBB
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-02-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LA ROSA ELEMENTARY PTA
ReturnHeader/Filer/BusinessNameControlTxt0LARO
ReturnHeader/Filer/EIN0956204994
ReturnHeader/Filer/PhoneNum06269757933
ReturnHeader/Filer/USAddress/AddressLine1Txt09301 LA ROSA DRIVE
ReturnHeader/Filer/USAddress/CityNm0TEMPLE CITY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd091780
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Quality Bookkeeping
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt09633 E Las Tunas Drive
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Temple City
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd091780
ReturnHeader/PreparerPersonGrp/PhoneNum06262851281
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KATHLEEN CHAMBERS
ReturnHeader/ReturnTs02017-02-15T08:55:45-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,106
Liabilities
-
Net assets
$4,106
Revenue
$11,361
Expenses
$13,705
Net income
-$2,344
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$18.1$18.1$44.0$40.9$3.09
2024Detailed filing. Detailed filing data is available for this year.$15.0$15.0$48.1$60.1$12.0
2023Detailed filing. Detailed filing data is available for this year.$28.1$28.1$58.9$33.7$25.3
2019Detailed filing. Detailed filing data is available for this year.$39.1$39.1$28.4$16.2$12.3
2018Detailed filing. Detailed filing data is available for this year.$26.8$26.8$32.0$16.5$15.6
2017Detailed filing. Detailed filing data is available for this year.$10.9$10.9$29.8$23.0$6.77
2016Detailed filing. Detailed filing data is available for this year.$4.11$4.11$11.4$13.7$2.34
2015Detailed filing. Detailed filing data is available for this year.$6.45$6.45$29.4$31.1$1.66
2014Summary only. Only limited summary data is available for this year.$8.11$0.00$32.0$30.0$2.02
2013Summary only. Only limited summary data is available for this year.$6.08$0.00$31.1$31.0$0.15
2012Summary only. Only limited summary data is available for this year.$5.93$0.00$19.9$17.5$2.46
2011Summary only. Only limited summary data is available for this year.$3.47$0.00$9.05$18.4$9.37