Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

990EZ • Fiscal year 2023 • EIN 95-6204994

Jul 01, 2022 to Jun 30, 2023 • Filed on Nov 13, 2023

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 2023

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2023

Net Margin

88th percentile

43%

Higher net margin than 88% 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

Score unavailable

No value available

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

Source year 2023

Revenue Growth

Score unavailable

No value available

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

Source year 2023

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$28,097

Down $10,965 (-28%) from 2019

Net Assets

Down

$28,097

Down $10,965 (-28%) from 2019

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin88th percentile

Revenue

Up

$58,917

Up $30,508 (+107%) from 2019

Expenses

Up

$33,662

Up $17,509 (+108%) from 2019

Net Income

Up

$25,255

Up $12,999 (+106%) from 2019

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 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

2023

Assets$28,097
Liabilities-
Net Assets$28,097
Open 2023 Filing

Operations Trend

Revenue GrowthScore unavailable

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

2023

Revenue$58,917
Expenses$33,662
Net Income$25,255
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Nov 13, 2023
Return Version
2022v5.0
Gross Receipts
$80,571
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-$22,243
WELFARE AND HOSPITALITY-$7,817
SCHOLARSHIPS-$2,050
OTHER ORGANIZATIONAL AND OPERATING EXPENSES-$535
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
EDDIE HENRIQUEZPresidentPT$0--
BEN WUTreasurerPT$0--
SHIRLEY MERCADOSecretaryPT$0--
HALEY CHANGVice President-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fall & Spring Fundraisers$53,887$53,887$21,654$32,233
Total Events$53,887$53,887$21,654$32,233
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
2023-11-13
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.1012

“Insurance $272”

Other Expenses.1

“PROGRAM EXPENSES $22243”

Other Expenses.2

“Welfare & hospitality expense $7817”

Other Expenses.3

“SCHOLARSHIPS $2050”

Other Expenses.4

“MEMBERSHIP & DUES $634”

Other Expenses.5

“Other organization & operating $535”

Other Expenses.6

“BANK FEES $11”

Raw XML Appendix168 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/PersonNm0IVY MAO
IRS990EZ/BooksInCareOfDetail/PhoneNum06269757933
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt09301 LA ROSA
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0TEMPLE CITY
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd091780
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt02842
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt028097
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0437
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt025255
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0100
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt02842
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IRS990EZ/FundraisingGrossIncomeAmt053887
IRS990EZ/GrossReceiptsAmt080571
IRS990EZ/GroupExemptionNum00646
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0975
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt02842
IRS990EZ/NetAssetsOrFundBalancesEOYAmt028097
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt02842
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt028097
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt210.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0EDDIE HENRIQUEZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1BEN WU
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2SHIRLEY MERCADO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3HALEY CHANG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Vice President
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt033562
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE EDUCATIONAL PROGRAMS TO THE STUDENTS AND PARENTS OF THE SCHOOL
IRS990EZ/ProgramServiceRevenueAmt025272
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROGRAMS FOR STUDENTS AND PARENTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1WELFARE AND HOSPITALITY
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2OTHER ORGANIZATIONAL AND OPERATING EXPENSES
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3SCHOLARSHIPS
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt022243
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt17817
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt2535
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt32050
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt021654
IRS990EZ/SpecialEventsNetIncomeLossAmt032233
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt033662
IRS990EZ/TotalProgramServiceExpensesAmt032645
IRS990EZ/TotalRevenueAmt058917
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt01412
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt01412
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt079159
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt079159
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal509Amt080571
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt080571
IRS990ScheduleA/Total509Grp/TotalAmt080571
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt080571
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt080571
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt021654
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0FALL & SPRING FUNDRAISERS
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt053887
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt053887
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt053887
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt053887
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt032233
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt021654
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt021654
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Insurance $272
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PROGRAM EXPENSES $22243
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2WELFARE & HOSPITALITY EXPENSE $7817
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3SCHOLARSHIPS $2050
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4MEMBERSHIP & DUES $634
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5OTHER ORGANIZATION & OPERATING $535
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6BANK FEES $11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.6
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0IVY MAO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-13
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/IRSResponsiblePrtyInfoCurrInd0true
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/ReturnTs02023-11-13T10:05:33-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0IVY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MAO
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$28,097
Liabilities
-
Net assets
$28,097
Revenue
$58,917
Expenses
$33,662
Net income
$25,255
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