Civic Intelligence

PTA California Congress of Parents Lakeview Jr High School

EIN 95-6205028 • 501(c)3 • Santa Maria, CA

Profile

Promote the welfare of children and youth in home, school, and the community.

3700 Orcutt RoadSanta Maria, CA 93455

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

84th percentile

35%

Higher net margin than 84% of similar nonprofits.

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

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

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

Asset Growth

77th percentile

23%

Faster asset growth than 77% of similar nonprofits.

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

Revenue Growth

92nd percentile

118%

Faster revenue growth than 92% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$24,339

Up $4,601 (+23%) from 2024

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

$24,339

No earlier filing loaded for comparison.

Operations
Liabilities / RevenueScore unavailableNet Margin84th percentile

Revenue

Up

$13,049

Up $7,052 (+118%) from 2024

Expenses

Up

$8,448

Up $1,743 (+26%) from 2024

Net Income

Up

$4,601

Up $5,309 (+750%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth77th percentile

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

$30K$20K$10K$0Assets 2019: $12,345Net Assets 2019: $12,3452019Assets 2020: $15,179Liabilities 2020: $02020Assets 2021: $10,669Net Assets 2021: $10,6692021Assets 2022: $15,461Net Assets 2022: $15,4612022Assets 2023: $20,446Net Assets 2023: $20,4462023Assets 2024: $19,738Liabilities 2024: $02024Assets 2025: $24,339Net Assets 2025: $24,3392025

Highlighted filing

2025

Assets$24,339
Liabilities-
Net Assets$24,339
Open 2025 Filing

Operations Trend

Revenue Growth92nd percentile

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

$15K$10K$5.0K$0-$5.0KRevenue 2019: $11,397Expenses 2019: $6,737Net Income 2019: $4,6602019Revenue 2020: $6,619Expenses 2020: $3,785Net Income 2020: $2,8342020Revenue 2021: $103Expenses 2021: $4,613Net Income 2021: -$4,5102021Revenue 2022: $12,903Expenses 2022: $8,111Net Income 2022: $4,7922022Revenue 2023: $8,209Expenses 2023: $3,224Net Income 2023: $4,9852023Revenue 2024: $5,997Expenses 2024: $6,705Net Income 2024: -$7082024Revenue 2025: $13,049Expenses 2025: $8,448Net Income 2025: $4,6012025

Highlighted filing

2025

Revenue$13,049
Expenses$8,448
Net Income$4,601
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZXML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$24,339
Liabilities
-
Net assets
$24,339
Revenue
$13,049
Expenses
$8,448
Net income
$4,601
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$24.3$24.3$13.0$8.45$4.60
2024Summary only. Only limited summary data is available for this year.$19.7$0.00$6.00$6.71$0.71
2023Detailed filing. Detailed filing data is available for this year.$20.4$20.4$8.21$3.22$4.99
2022Detailed filing. Detailed filing data is available for this year.$15.5$15.5$12.9$8.11$4.79
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.7$10.7$0.10$4.61$4.51
2020Summary only. Only limited summary data is available for this year.$15.2$0.00$6.62$3.79$2.83
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$12.3$12.3$11.4$6.74$4.66
Latest Detailed Filing

The latest 2025 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2023 below.

Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Nov 13, 2023
Return Version
2022v5.0
Gross Receipts
$16,097
Mission and Program Overview

Mission

Promote the welfare of children and youth in home, school, and the community.

Program Services

DescriptionGrantsExpenses
Promote the welfare of children and youth in home, school, and the community.-$3,224
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LAURA RICHARDSONPresident-$0--
VACANTVP Fundraising-$0--
VACANTVP Events-$0--
EMIKO GERBERSecretary-$0--
VANESSA ALAMGUERTreasurer-$0--
VACANTHistorian-$0--
LEYA O'NEALVP Membership-$0--
VACANTParliamentarian-$0--
VACANTVol Coord-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Apex$15,776$15,776$7,888$7,888
Total Events$15,776$15,776$7,888$7,888
Filing and Contact Details

Filer

Filer Name
Pta California Congress of Parents
EIN
95-6205028
Address
3700 ORCUTT ROAD, SANTA MARIA, CA 93455

Signing Officer

Name
Vanessa Almaguer
Title
Treasurer
Signed
2023-11-13
Discuss with paid preparer
Yes

Preparer

Firm
Moss Levy & Hartzheim LLP
Address
2400 Professional Parkway Suite 205, Santa Maria, CA 93455
Preparer
Ron Levy CPA
Phone
8059252579
Supplemental Narrative

Additional Explanations

Other Expenses.1012

“Insurance $272”

Other Expenses.1

“Teacher support and education $2600”

Other Expenses.2

“PTA ASSESSMENTS $158”

Other Expenses.3

“FILING FEE $25”

Other Expenses.4

“BANK CHARGES $24”

Raw XML Appendix191 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/PersonNm0VANESSA ALMAGUER
IRS990EZ/BooksInCareOfDetail/PhoneNum08053456945
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt03700 ORCUTT ROAD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SANTA MARIA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd093455
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt015461
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt020446
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt04985
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0145
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt015461
IRS990EZ/Form990TotalAssetsGrp/EOYAmt020446
IRS990EZ/FundraisingGrossIncomeAmt015776
IRS990EZ/GrossReceiptsAmt016097
IRS990EZ/GroupExemptionNum00646
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0275
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt015461
IRS990EZ/NetAssetsOrFundBalancesEOYAmt020446
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt015461
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt020446
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt42.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt62.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt72.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0LAURA RICHARDSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1VACANT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2VACANT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3EMIKO GERBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4VANESSA ALAMGUER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5VACANT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6LEYA O'NEAL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7VACANT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8VACANT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VP FUNDRAISING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VP EVENTS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5HISTORIAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6VP Membership
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Parliamentarian
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Vol Coord
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt03079
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Promote the welfare of children and youth in home, school, and the community.
IRS990EZ/ProgramServiceRevenueAmt046
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Promote the welfare of children and youth in home, school, and the community.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt03224
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt07888
IRS990EZ/SpecialEventsNetIncomeLossAmt07888
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt03224
IRS990EZ/TotalProgramServiceExpensesAmt03224
IRS990EZ/TotalRevenueAmt08209
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0321
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0283
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0103
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0730
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0333
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt01770
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt015776
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt025156
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt011761
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt015568
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt068261
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt070031
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt016097
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt025439
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0103
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt012491
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt015901
IRS990ScheduleA/Total509Grp/TotalAmt070031
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt016097
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt025439
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0103
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt012491
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt015901
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt070031
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt07888
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0APEX
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt015776
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt015776
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt015776
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt015776
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt07888
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt07888
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt07888
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Insurance $272
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1TEACHER SUPPORT AND EDUCATION $2600
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PTA ASSESSMENTS $158
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3FILING FEE $25
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4BANK CHARGES $24
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
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/PersonNm0VANESSA ALMAGUER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA CALIFORNIA CONGRESS OF PARENTS
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0LAKEVIEW JR HIGH SCHOOL
ReturnHeader/Filer/BusinessNameControlTxt0PTAC
ReturnHeader/Filer/EIN0956205028
ReturnHeader/Filer/USAddress/AddressLine1Txt03700 ORCUTT ROAD
ReturnHeader/Filer/USAddress/CityNm0SANTA MARIA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093455
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0753194011
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Moss Levy & Hartzheim LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02400 Professional Parkway Suite 205
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Santa Maria
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd093455
ReturnHeader/PreparerPersonGrp/PhoneNum08059252579
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Ron Levy CPA
ReturnHeader/ReturnTs02023-11-13T15:12:15-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0VANESSA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0ALMAGUER
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 501(c)3 • <$500k nonprofits