Civic Intelligence

Ladera Palma Elementary PTA

EIN 95-6205006 • 501(c)3 • LA Habra, CA

Profile

Enrichment of parent/teachers/students

2151 East Brookdale AveLA Habra, CA 90631

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2025

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2025

Net Margin

19th percentile

-28%

Higher net margin than 19% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2025

Asset Growth

22nd percentile

-36%

Faster asset growth than 22% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

36th percentile

-14%

Faster revenue growth than 36% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Assets

Down

$19,636

Down $11,062 (-36%) from 2024

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$19,636

Down $11,062 (-36%) from 2024

Revenue

Down

$39,121

Down $6,295 (-14%) from 2024

Expenses

Up

$50,183

Up $1,266 (+2.6%) from 2024

Net Income

Down

-$11,062

Down $7,561 (-216%) from 2024

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$40K$30K$20K$10K$0Assets 2012: $5,969Liabilities 2012: $02012Assets 2013: $5,820Liabilities 2013: $02013Assets 2015: $7,853Liabilities 2015: $02015Assets 2016: $10,702Liabilities 2016: $02016Assets 2017: $7,618Liabilities 2017: $02017Assets 2018: $13,876Net Assets 2018: $13,8762018Assets 2021: $13,694Net Assets 2021: $13,6942021Assets 2022: $19,027Net Assets 2022: $19,0272022Assets 2023: $34,199Net Assets 2023: $34,1992023Assets 2024: $30,698Net Assets 2024: $30,6982024Assets 2025: $19,636Net Assets 2025: $19,6362025

Highlighted filing

2025

Assets$19,636
Liabilities-
Net Assets$19,636

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$60K$40K$20K$0-$20KRevenue 2012: $32,485Expenses 2012: $30,138Net Income 2012: $2,3472012Revenue 2013: $35,154Expenses 2013: $35,312Net Income 2013: -$1582013Revenue 2015: $24,860Expenses 2015: $24,297Net Income 2015: $5632015Revenue 2016: $21,767Expenses 2016: $19,233Net Income 2016: $2,5342016Revenue 2017: $20,259Expenses 2017: $23,028Net Income 2017: -$2,7692017Revenue 2018: $24,037Expenses 2018: $17,738Net Income 2018: $6,2992018Revenue 2021: $12,109Expenses 2021: $13,912Net Income 2021: -$1,8032021Revenue 2022: $21,546Expenses 2022: $16,213Net Income 2022: $5,3332022Revenue 2023: $51,377Expenses 2023: $36,205Net Income 2023: $15,1722023Revenue 2024: $45,416Expenses 2024: $48,917Net Income 2024: -$3,5012024Revenue 2025: $39,121Expenses 2025: $50,183Net Income 2025: -$11,0622025

Highlighted filing

2025

Revenue$39,121
Expenses$50,183
Net Income-$11,062

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Oct 24, 2025
Return Version
2024v5.2
Gross Receipts
$45,546
Mission and Program Overview

Mission

Enrichment of parent/teachers/students

Program Services

DescriptionGrantsExpenses
PROVIDE ACTIVITIES AND EVENTS TO STUDENTS,FAMILY, STAFFWELCOME WEEK, 6TH GRADE, FAMILY FUN NIGHT, ASSEMBLIESFIELD TRIPS$0$36,609
EDUCATIONAL ENRICHMENT FOR STUDENTS AND STAFF INCLUDING;GARDEN,MURAL, TECHNOLOGY$0$6,857
PROVIDE FUNDING FOR NON-REQUIRED CURRICULUM SUPPLIES FOR TEACHERS, LIBRARY, STAFF PTAWELCOME BACK,APPS, STAFF APPRECIATION, HSA, CLASSROOM SUPPLIES$0$2,901
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
-PresidentPT$0--
-SecretaryPT$0--
-TreasurerPT$0--
Filing and Contact Details

Filer

Filer Name
Ladera Palma Elementary Pta
EIN
95-6205006
Phone
5626902348
Address
2151 EAST BROOKDALE AVE, LA HABRA, CA 90631

Signing Officer

Name
Ana Mayhall
Title
Treasurer
Phone
5626902348
Signed
2025-10-24
Discuss with paid preparer
Yes

Preparer

Firm
Integrity Tax and Notary Services
Address
16549 Leffingwell Rd, Whittier, CA 90603
Preparer
Barbara Dunagan
Phone
5624009569
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 8

YEARBOOK 3765.

Form 990EZ, Part I, Line 8

PROGRAMS 4901.

Form 990EZ, Part I, Line 16

BANK FEE 45.

Form 990EZ, Part I, Line 16

CHARITABLE TRUST 25.

Form 990EZ, Part I, Line 16

COUNCIL 1388.

Form 990EZ, Part I, Line 16

HSA 569.

Form 990EZ, Part I, Line 16

INSURANCE 288.

Form 990EZ, Part I, Line 16

MEMBERSHIP DRIVE 15.

Form 990EZ, Part I, Line 16

OFFICER EXPENSE 292.

Form 990EZ, Part I, Line 16

PROGRAMS 36722.

Form 990EZ, Part I, Line 16

PTEZ 139.

Form 990EZ, Part I, Line 16

SCHOOL MURAL 4997.

Form 990EZ, Part I, Line 16

STAFF APPRECIATION 652.

Form 990EZ, Part I, Line 16

TAX PREP 160.

Form 990EZ, Part I, Line 16

TECHNOLOGY 1747.

Form 990EZ, Part I, Line 16

YEARBOOK 3144.

Raw XML Appendix184 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/PersonNm0ROSEMARIE DeMONACO
IRS990EZ/BooksInCareOfDetail/PhoneNum06268249954
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0LA HABRA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd090631
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt030698
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt019636
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IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
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IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-11062
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
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IRS990EZ/Form990TotalAssetsGrp/EOYAmt019636
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IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt045546
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt01131
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt030698
IRS990EZ/NetAssetsOrFundBalancesEOYAmt019636
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt030698
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt019636
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt020.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt215.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/BusinessName/BusinessNameLine1Txt0MARIANA VARGAS ROBLES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/BusinessName/BusinessNameLine1Txt1ROSEMARY DeMONACO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/BusinessName/BusinessNameLine1Txt2ANA MAYHALL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt050183
IRS990EZ/OtherRevenueTotalAmt08666
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0ENRICHMENT OF PARENT/TEACHERS/STUDENTS
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0EDUCATIONAL ENRICHMENT FOR STUDENTS AND STAFF INCLUDING;GARDEN,MURAL, TECHNOLOGY
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1PROVIDE ACTIVITIES AND EVENTS TO STUDENTS,FAMILY, STAFFWELCOME WEEK, 6TH GRADE, FAMILY FUN NIGHT, ASSEMBLIESFIELD TRIPS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2PROVIDE FUNDING FOR NON-REQUIRED CURRICULUM SUPPLIES FOR TEACHERS, LIBRARY, STAFF PTAWELCOME BACK,APPS, STAFF APPRECIATION, HSA, CLASSROOM SUPPLIES
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt20
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt06857
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt136609
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt22901
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt06425
IRS990EZ/SpecialEventsNetIncomeLossAmt029324
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt050183
IRS990EZ/TotalProgramServiceExpensesAmt046367
IRS990EZ/TotalRevenueAmt039121
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0948
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt02196
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0834
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt06987
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt010965
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt041700
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt050922
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt017249
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt05892
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0115763
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0126728
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt042648
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt053118
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt018083
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt012879
IRS990ScheduleA/Total509Grp/TotalAmt0126728
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0126728
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0YEARBOOK 3765.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PROGRAMS 4901.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2BANK FEE 45.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3CHARITABLE TRUST 25.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4COUNCIL 1388.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5HSA 569.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6INSURANCE 288.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7MEMBERSHIP DRIVE 15.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8OFFICER EXPENSE 292.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9PROGRAMS 36722.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10PTEZ 139.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11SCHOOL MURAL 4997.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12STAFF APPRECIATION 652.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13TAX PREP 160.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14TECHNOLOGY 1747.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15YEARBOOK 3144.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Form 990EZ, Part I, Line 16
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ANA MAYHALL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05626902348
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-10-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LADERA PALMA ELEMENTARY PTA
ReturnHeader/Filer/BusinessNameControlTxt0LADE
ReturnHeader/Filer/EIN0956205006
ReturnHeader/Filer/PhoneNum05626902348
ReturnHeader/Filer/USAddress/AddressLine1Txt02151 EAST BROOKDALE AVE
ReturnHeader/Filer/USAddress/CityNm0LA HABRA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd090631
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0818136591
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Integrity Tax and Notary Services
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt016549 Leffingwell Rd
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Whittier
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd090603
ReturnHeader/PreparerPersonGrp/PhoneNum05624009569
ReturnHeader/PreparerPersonGrp/PreparationDt02025-10-24
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Barbara Dunagan
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-10-24T16:29:42-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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