Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

990EZ • Fiscal year 2024 • EIN 95-6204994

Jul 01, 2023 to Jun 30, 2024 • Filed on Nov 14, 2024

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 2024

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2024

Net Margin

16th percentile

-25%

Higher net margin than 16% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

12th percentile

-47%

Faster asset growth than 12% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

26th percentile

-18%

Faster revenue growth than 26% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$14,981

Down $13,116 (-47%) from 2023

Net Assets

Down

$14,981

Down $13,116 (-47%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin16th percentile

Revenue

Down

$48,054

Down $10,863 (-18%) from 2023

Expenses

Up

$60,062

Up $26,400 (+78%) from 2023

Net Income

Down

-$12,008

Down $37,263 (-148%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth12th 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

2024

Assets$14,981
Liabilities-
Net Assets$14,981
Open 2024 Filing

Operations Trend

Revenue Growth26th 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

2024

Revenue$48,054
Expenses$60,062
Net Income-$12,008
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Nov 14, 2024
Return Version
2023v5.1
Gross Receipts
$51,716
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-$44,443
WELFARE AND HOSPITALITY-$7,858
OTHER ORGANIZATIONAL AND OPERATING EXPENSES-$3,338
SCHOLARSHIPS-$2,000
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
EDDIE HENRIQUEZPresidentPT$0--
ANNIE CHANGTreasurerPT$0--
SHIRLEY MERCADOSecretaryPT$0--
DOROTHY LAIVice President-$0--
BEN WUAuditor-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fall & Spring Fundraisers$32,522$32,522$3,662$28,860
Total Events$32,522$32,522$3,662$28,860
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
Annie Chang
Title
Treasurer
Signed
2024-11-14
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.1002

“Office Expenses $1442”

Other Expenses.1007

“Conferences, Conventions, and Meetings $75”

Other Expenses.1012

“Insurance $282”

Other Expenses.1

“PROGRAM EXPENSES $44443”

Other Expenses.2

“Welfare & hospitality expense $7858”

Other Expenses.3

“Other organization & operating $3338”

Other Expenses.4

“SCHOLARSHIPS $2000”

Other Expenses.5

“MEMBERSHIP & DUES $100”

Other Expenses.6

“BANK FEES $2”

Raw XML Appendix179 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/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/BOYAmt028097
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt014981
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0349
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-12008
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0522
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt028097
IRS990EZ/Form990TotalAssetsGrp/EOYAmt014981
IRS990EZ/FundraisingGrossIncomeAmt032522
IRS990EZ/GrossReceiptsAmt051716
IRS990EZ/GroupExemptionNum00646
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt04
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt01394
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt028097
IRS990EZ/NetAssetsOrFundBalancesEOYAmt014981
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt028097
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt014981
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt210.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0EDDIE HENRIQUEZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ANNIE CHANG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2SHIRLEY MERCADO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3DOROTHY LAI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4BEN WU
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4AUDITOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt0-1108
IRS990EZ/OtherExpensesTotalAmt059540
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE EDUCATIONAL PROGRAMS TO THE STUDENTS AND PARENTS OF THE SCHOOL
IRS990EZ/ProgramServiceRevenueAmt017447
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROGRAMS FOR STUDENTS AND PARENTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1WELFARE AND HOSPITALITY
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2OTHER ORGANIZATIONAL AND OPERATING EXPENSES
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3SCHOLARSHIPS
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt044443
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt17858
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt23338
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt32000
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt03662
IRS990EZ/SpecialEventsNetIncomeLossAmt028860
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt060062
IRS990EZ/TotalProgramServiceExpensesAmt057639
IRS990EZ/TotalRevenueAmt048054
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt01743
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt01412
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt03155
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt04
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt04
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt049969
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt079159
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0129128
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt04
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt04
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal509Amt0132283
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt051712
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt080571
IRS990ScheduleA/Total509Grp/TotalAmt0132283
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt051716
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt080571
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0132287
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt03662
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0FALL & SPRING FUNDRAISERS
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt032522
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt032522
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt032522
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt032522
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt028860
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt03662
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt03662
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $1442
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Conferences, Conventions, and Meetings $75
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Insurance $282
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3PROGRAM EXPENSES $44443
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4WELFARE & HOSPITALITY EXPENSE $7858
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5OTHER ORGANIZATION & OPERATING $3338
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6SCHOLARSHIPS $2000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7MEMBERSHIP & DUES $100
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8BANK FEES $2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1007
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.6
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ANNIE CHANG
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-14
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/ReturnTs02024-11-14T09:07:08-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$14,981
Liabilities
-
Net assets
$14,981
Revenue
$48,054
Expenses
$60,062
Net income
-$12,008
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