Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

990EZ • Fiscal year 2021 • EIN 95-6205006

Jul 01, 2020 to Jun 30, 2021 • Filed on Sep 15, 2021

Organization ProfileN/A
2151 East Brookdale AveLA Habra, CA 90631

(562) 690-2348

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 2021

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2021

Net Margin

21st percentile

-15%

Higher net margin than 21% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

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.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

39th percentile

-0.4%

Faster asset growth than 39% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2021

Revenue Growth

31st percentile

-20%

Faster revenue growth than 31% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2021

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$13,694

Down $182 (-1.3%) from 2018

Net Assets

Down

$13,694

Down $182 (-1.3%) from 2018

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin21st percentile

Revenue

Down

$12,109

Down $11,928 (-50%) from 2018

Expenses

Down

$13,912

Down $3,826 (-22%) from 2018

Net Income

Down

-$1,803

Down $8,102 (-129%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth39th percentile

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

$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

2021

Assets$13,694
Liabilities-
Net Assets$13,694
Open 2021 Filing

Operations Trend

Revenue Growth31st percentile

Revenue, expenses, and net income across loaded years, with this 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

2021

Revenue$12,109
Expenses$13,912
Net Income-$1,803
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Sep 15, 2021
Return Version
2020v4.1
Gross Receipts
$12,592
Mission and Program Overview

Mission

Enrichment of parent/teachers/students

Program Services

DescriptionGrantsExpenses
EDUCATIONAL ENRICHMENT FOR STUDENTS AND STAFF INCLUDING;DISTANCE LEARNING, FIELD TRIPS$0$4,598
PROVIDE ACTIVITIES AND EVENTS TO STUDENTS,FAMILY, STAFFRED RIBBON, 6TH GRADE, FAMILY FUN NIGHT,$0$2,271
PROVIDE FUNDING FOR NON-REQUIRED CURRICULUM SUPPLIES FOR TEACHERS, LIBRARY, STAFF PTAWELCOME BACK,VL/APPS$0$830
Compensation and Service Providers
Top Officer Pay84th percentile

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
Teresa Chavez
Title
Treasurer
Phone
5626902348
Signed
2021-09-15
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 16

“CHARITABLE TRUST 25.”

Form 990EZ, Part I, Line 16

“COMPUTER EXPENSE 99.”

Form 990EZ, Part I, Line 16

“COUNCIL 408.”

Form 990EZ, Part I, Line 16

“MEMBERSHIP DRIVE 65.”

Form 990EZ, Part I, Line 16

“POSTAGE 5.”

Form 990EZ, Part I, Line 16

“PROGRAMS 7730.”

Form 990EZ, Part I, Line 16

“STAFF APPRECIATION 1063.”

Form 990EZ, Part I, Line 16

“TOTEM EXPENSE 29.”

Form 990EZ, Part I, Line 16

“TREASURER EXPENSE 24.”

Form 990EZ, Part I, Line 16

“Virtual field trips 3856.”

Form 990EZ, Part I, Line 16

“WELCOME BACK 200.”

Form 990EZ, Part I, Line 16

“ZOOM 408.”

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/PersonNm0TERESA CHAVEZ
IRS990EZ/BooksInCareOfDetail/PhoneNum05627454763
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01440 ROCKINGHORS LN
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0LA HABRA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd090631
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt015497
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt013694
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt06434
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-1803
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt015497
IRS990EZ/Form990TotalAssetsGrp/EOYAmt013694
IRS990EZ/FundraisingGrossIncomeAmt05892
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt012592
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0266
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt015497
IRS990EZ/NetAssetsOrFundBalancesEOYAmt013694
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt015497
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt013694
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt020.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt215.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/BusinessName/BusinessNameLine1Txt0JENNA LAVIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/BusinessName/BusinessNameLine1Txt1BEN VALENZUELA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/BusinessName/BusinessNameLine1Txt2TERESA CHAVEZ
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/OtherExpensesTotalAmt013912
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0ENRICHMENT OF PARENT/TEACHERS/STUDENTS
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0EDUCATIONAL ENRICHMENT FOR STUDENTS AND STAFF INCLUDING;DISTANCE LEARNING, FIELD TRIPS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1PROVIDE ACTIVITIES AND EVENTS TO STUDENTS,FAMILY, STAFFRED RIBBON, 6TH GRADE, FAMILY FUN NIGHT,
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2PROVIDE FUNDING FOR NON-REQUIRED CURRICULUM SUPPLIES FOR TEACHERS, LIBRARY, STAFF PTAWELCOME BACK,VL/APPS
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt20
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt04598
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt12271
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt2830
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt0483
IRS990EZ/SpecialEventsNetIncomeLossAmt05409
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt013912
IRS990EZ/TotalProgramServiceExpensesAmt07699
IRS990EZ/TotalRevenueAmt012109
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt06987
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt06987
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt05892
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt05892
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt012879
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt012879
IRS990ScheduleA/Total509Grp/TotalAmt012879
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt012879
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0CHARITABLE TRUST 25.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1COMPUTER EXPENSE 99.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2COUNCIL 408.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3MEMBERSHIP DRIVE 65.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4POSTAGE 5.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5PROGRAMS 7730.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6STAFF APPRECIATION 1063.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7TOTEM EXPENSE 29.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8TREASURER EXPENSE 24.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9VIRTUAL FIELD TRIPS 3856.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10WELCOME BACK 200.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11ZOOM 408.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
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
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0TERESA CHAVEZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05626902348
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-09-15
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/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/PreparationDt02021-09-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Barbara Dunagan
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02021-09-16T09:42:13-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0TERESA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0CHAVEZ
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$13,694
Liabilities
-
Net assets
$13,694
Revenue
$12,109
Expenses
$13,912
Net income
-$1,803
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$19.6$19.6$39.1$50.2$11.1
2024Detailed filing. Detailed filing data is available for this year.$30.7$30.7$45.4$48.9$3.50
2023Detailed filing. Detailed filing data is available for this year.$34.2$34.2$51.4$36.2$15.2
2022Detailed filing. Detailed filing data is available for this year.$19.0$19.0$21.5$16.2$5.33
2021Detailed filing. Detailed filing data is available for this year.$13.7$13.7$12.1$13.9$1.80
2018Detailed filing. Detailed filing data is available for this year.$13.9$13.9$24.0$17.7$6.30
2017Summary only. Only limited summary data is available for this year.$7.62$0.00$20.3$23.0$2.77
2016Summary only. Only limited summary data is available for this year.$10.7$0.00$21.8$19.2$2.53
2015Summary only. Only limited summary data is available for this year.$7.85$0.00$24.9$24.3$0.56
2013Summary only. Only limited summary data is available for this year.$5.82$0.00$35.2$35.3$0.16
2012Summary only. Only limited summary data is available for this year.$5.97$0.00$32.5$30.1$2.35