Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

990EZ • Fiscal year 2019 • EIN 95-6204994

Jul 01, 2018 to Jun 30, 2019 • Filed on May 15, 2020

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 2019

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2019

Net Margin

90th percentile

43%

Higher net margin than 90% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2019

Asset Growth

84th percentile

46%

Faster asset growth than 84% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

32nd percentile

-11%

Faster revenue growth than 32% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$39,062

Up $12,256 (+46%) from 2018

Net Assets

Up

$39,062

Up $12,256 (+46%) from 2018

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin90th percentile

Revenue

Down

$28,409

Down $3,640 (-11%) from 2018

Expenses

Down

$16,153

Down $309 (-1.9%) from 2018

Net Income

Down

$12,256

Down $3,331 (-21%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth84th 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

2019

Assets$39,062
Liabilities-
Net Assets$39,062
Open 2019 Filing

Operations Trend

Revenue Growth32nd 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

2019

Revenue$28,409
Expenses$16,153
Net Income$12,256
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
May 15, 2020
Return Version
2018v3.1
Gross Receipts
$71,007
Mission and Program Overview

Mission

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

Program Services

DescriptionGrantsExpenses
WELFARE AND HOSPITALITY$18,171-
PROGRAMS FOR STUDENTS AND PARENTS$11,343-
OTHER ORGANIZATIONAL AND OPERATING EXPENSES$3,125-
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
Boosterthon Enterprises$31,773$31,773$17,704$14,069
Fall & Spring Fundraisers$26,541$26,541$24,894$1,647
Total Events$58,314$58,314$42,598$15,716
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
Ivy Mao
Title
Treasurer
Signed
2020-05-15
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 Expenses.1

“Student and parent programs $10553”

Other Expenses.2

“Organization/operating expense $3429”

Other Expenses.3

“WELFARE PROGRAMS $2171”

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.

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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0TEMPLE CITY
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd091780
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt026806
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IRS990EZ/ContributionsGiftsGrantsEtcAmt02400
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
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IRS990EZ/FiledScheduleAInd0true
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IRS990EZ/FundraisingGrossIncomeAmt058314
IRS990EZ/GrossReceiptsAmt071007
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/GroupExemptionNum00646
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt04
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt02660
IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JENN SHLAM
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2CHRISTINE HARRIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt016153
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE EDUCATIONAL PROGRAMS TO THE STUDENTS AND PARENTS OF THE SCHOOL
IRS990EZ/ProgramServiceRevenueAmt07629
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROGRAMS FOR STUDENTS AND PARENTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1WELFARE AND HOSPITALITY
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2OTHER ORGANIZATIONAL AND OPERATING EXPENSES
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt011343
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt118171
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt23125
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt042598
IRS990EZ/SpecialEventsNetIncomeLossAmt015716
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt016153
IRS990EZ/TotalProgramServiceExpensesAmt032639
IRS990EZ/TotalRevenueAmt028409
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt05060
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt02807
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt03915
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt03944
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt01855
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt017581
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt04
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt02
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt01
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt01
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt02
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt010
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt065943
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt068410
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt078466
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt045507
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt050989
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0309315
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt04
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt02
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt01
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt01
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt02
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt010
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt03126
IRS990ScheduleA/OtherIncome509Grp/TotalAmt03126
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99050
IRS990ScheduleA/PublicSupportPY509Pct00.99060
IRS990ScheduleA/PublicSupportTotal509Amt0326896
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt071003
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt071217
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt082381
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt049451
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt052844
IRS990ScheduleA/Total509Grp/TotalAmt0326896
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt071007
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt082382
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt049452
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt052846
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0330032
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt042598
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0BOOSTERTHON ENTERPRISES
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0FALL & SPRING FUNDRAISERS
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt031773
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt026541
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt058314
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt031773
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt026541
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt058314
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt015716
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt042598
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt017704
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt024894
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0STUDENT AND PARENT PROGRAMS $10553
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ORGANIZATION/OPERATING EXPENSE $3429
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2WELFARE PROGRAMS $2171
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.3
ReturnHeader/BuildTS02020-11-19 02:30:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0IVY MAO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-05-15
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/PreparerFirmEIN0952620565
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/ReturnTs02020-05-15T12:56:48-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$39,062
Liabilities
-
Net assets
$39,062
Revenue
$28,409
Expenses
$16,153
Net income
$12,256
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