Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

990EZ • Fiscal year 2024 • EIN 95-6205001

Jul 01, 2023 to Jun 30, 2024 • Filed on Mar 28, 2025

300 Laguna RoadFullerton, CA 92835

(714) 447-7725

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

72nd percentile

18%

Higher net margin than 72% 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

Score unavailable

No value available

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

Source year 2024

Revenue Growth

Score unavailable

No value available

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

Source year 2024

Assets

Up

$46,550

Up $33,429 (+255%) from 2013

Net Assets

$46,550

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$89,875

Up $68,474 (+320%) from 2013

Expenses

Up

$73,932

Up $53,389 (+260%) from 2013

Net Income

Up

$15,943

Up $15,085 (+1758%) from 2013

Historical Trend

Balance Sheet Trend

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

$60K$40K$20K$0Assets 2012: $12,263Liabilities 2012: $02012Assets 2013: $13,121Liabilities 2013: $02013Assets 2024: $46,550Net Assets 2024: $46,5502024Assets 2025: $46,080Net Assets 2025: $46,0802025

Highlighted filing

2024

Assets$46,550
Liabilities-
Net Assets$46,550

Operations Trend

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

$100K$50K$0-$50KRevenue 2012: $26,506Expenses 2012: $25,575Net Income 2012: $9312012Revenue 2013: $21,401Expenses 2013: $20,543Net Income 2013: $8582013Revenue 2024: $89,875Expenses 2024: $73,932Net Income 2024: $15,9432024Revenue 2025: $66,540Expenses 2025: $67,010Net Income 2025: -$4702025

Highlighted filing

2024

Revenue$89,875
Expenses$73,932
Net Income$15,943
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Mar 28, 2025
Return Version
2023v6.0
Gross Receipts
$89,875
Mission and Program Overview

Mission

Fundraising to support school activities

Program Services

DescriptionGrantsExpenses
FUNDRAISING TO SUPPORT SCHOOL ACTIVITIES-$73,932
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
BETHANY MATHEWPresident-$0--
SUSAN GEBHARTVice President-$0--
HALI LIEBTreasurer-$0--
CONNIE LEESecretary-$0--
Filing and Contact Details

Filer

Filer Name
Laguna Road Elementary Pta
EIN
95-6205001
Address
300 LAGUNA ROAD, FULLERTON, CA 92835

Signing Officer

Name
Hali Leib
Title
Treasurer
Signed
2025-03-28
Discuss with paid preparer
Yes

Preparer

Firm
Haas Business Service
Address
13328 Hadley Street, Whittier, CA 90601
Preparer
Vicky L Mickle
Phone
5626989538
Supplemental Narrative

Additional Explanations

Other Expenses.1

Fundraising expenses $45917

Other Expenses.2

SCHOOL ENRICHMENT $22742

Other Expenses.3

Program service expense $3907

Other Expenses.4

Membership expenses $1366

Raw XML Appendix134 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/PersonNm0HALI LEIB
IRS990EZ/BooksInCareOfDetail/PhoneNum07144477725
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0300 LAGUNA ROAD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0FULLERTON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092835
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt030607
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt046550
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt089875
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt015943
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt030607
IRS990EZ/Form990TotalAssetsGrp/EOYAmt046550
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt089875
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt030607
IRS990EZ/NetAssetsOrFundBalancesEOYAmt046550
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt030607
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt046550
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0BETHANY MATHEW
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1SUSAN GEBHART
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2HALI LIEB
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3CONNIE LEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt073932
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0FUNDRAISING TO SUPPORT SCHOOL ACTIVITIES
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0FUNDRAISING TO SUPPORT SCHOOL ACTIVITIES
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt073932
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0true
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt073932
IRS990EZ/TotalProgramServiceExpensesAmt073932
IRS990EZ/TotalRevenueAmt089875
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/SchoolInd0X
IRS990ScheduleE/ComplianceWithRevProc7550Ind0true
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd0false
IRS990ScheduleE/DiscriminateRaceAthltProgInd0false
IRS990ScheduleE/DiscriminateRaceEducPlcyInd0false
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd0false
IRS990ScheduleE/DiscriminateRaceOtherActyInd0false
IRS990ScheduleE/DiscriminateRaceSchsInd0false
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd0false
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd0false
IRS990ScheduleE/GovernmentFinancialAidRcvdInd0false
IRS990ScheduleE/GovernmentFinancialAidRvkdInd0false
IRS990ScheduleE/MaintainCpyOfAllSolInd0true
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd0true
IRS990ScheduleE/MaintainRacialCompRecsInd0true
IRS990ScheduleE/MaintainScholarshipsRecsInd0true
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd0true
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd0true
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd0true
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule E, Line 3 - Racially Nondiscriminatory Policy Publicized
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc1Schedule E, Line 4 - Explanation of Records and Materials Not Maintained
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc2Schedule E, Line 5 - Explanation of Organization Discrimination by Race
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FUNDRAISING EXPENSES $45917
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1SCHOOL ENRICHMENT $22742
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PROGRAM SERVICE EXPENSE $3907
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3MEMBERSHIP EXPENSES $1366
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.4
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0HALI LEIB
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-03-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LAGUNA ROAD ELEMENTARY PTA
ReturnHeader/Filer/BusinessNameControlTxt0LAGU
ReturnHeader/Filer/EIN0956205001
ReturnHeader/Filer/USAddress/AddressLine1Txt0300 LAGUNA ROAD
ReturnHeader/Filer/USAddress/CityNm0FULLERTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092835
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0203587034
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Haas Business Service
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt013328 Hadley Street
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Whittier
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd090601
ReturnHeader/PreparerPersonGrp/PhoneNum05626989538
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Vicky L Mickle
ReturnHeader/ReturnTs02025-03-28T20:48:57-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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