Civic Intelligence

PTA California Congress Teachers - Hugo Reid School

990EZ • Fiscal year 2018 • EIN 95-6206387

Jul 01, 2017 to Jun 30, 2018 • Filed on Oct 24, 2018

Organization ProfileN/A
1000 Hugo Reid DriveArcadia, CA 91007

(626) 712-3295

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 2018

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2018

Net Margin

54th percentile

5.1%

Higher net margin than 54% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

71st percentile

18%

Faster asset growth than 71% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

71st percentile

19%

Faster revenue growth than 71% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$35,631

Up $5,498 (+18%) from 2017

Net Assets

Up

$35,631

Up $5,498 (+18%) from 2017

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin54th percentile

Revenue

Up

$108,118

Up $17,103 (+19%) from 2017

Expenses

Up

$102,620

Up $19,564 (+24%) from 2017

Net Income

Down

$5,498

Down $2,461 (-31%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth71st percentile

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

$60K$40K$20K$0Assets 2012: $28,056Net Assets 2012: $28,0562012Assets 2013: $26,878Net Assets 2013: $26,8782013Assets 2014: $29,658Net Assets 2014: $29,6582014Assets 2015: $34,682Net Assets 2015: $34,6822015Assets 2016: $22,174Net Assets 2016: $22,1742016Assets 2017: $30,133Net Assets 2017: $30,1332017Assets 2018: $35,631Net Assets 2018: $35,6312018Assets 2019: $48,643Net Assets 2019: $48,6432019Assets 2020: $51,881Net Assets 2020: $51,8812020Assets 2021: $30,282Net Assets 2021: $30,2822021Assets 2022: $21,991Net Assets 2022: $21,9912022Assets 2023: $26,477Net Assets 2023: $26,4772023Assets 2024: $24,505Net Assets 2024: $24,5052024Assets 2025: $26,207Net Assets 2025: $26,2072025

Highlighted filing

2018

Assets$35,631
Liabilities-
Net Assets$35,631
Open 2018 Filing

Operations Trend

Revenue Growth71st percentile

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

$150K$100K$50K$0-$50KRevenue 2012: $110,081Expenses 2012: $118,706Net Income 2012: -$8,6252012Revenue 2013: $88,040Expenses 2013: $89,218Net Income 2013: -$1,1782013Revenue 2014: $101,146Expenses 2014: $98,366Net Income 2014: $2,7802014Revenue 2015: $95,649Expenses 2015: $90,625Net Income 2015: $5,0242015Revenue 2016: $74,775Expenses 2016: $87,283Net Income 2016: -$12,5082016Revenue 2017: $91,015Expenses 2017: $83,056Net Income 2017: $7,9592017Revenue 2018: $108,118Expenses 2018: $102,620Net Income 2018: $5,4982018Revenue 2019: $99,553Expenses 2019: $86,541Net Income 2019: $13,0122019Revenue 2020: $71,082Expenses 2020: $67,844Net Income 2020: $3,2382020Revenue 2021: $15,097Expenses 2021: $36,696Net Income 2021: -$21,5992021Revenue 2022: $67,751Expenses 2022: $76,042Net Income 2022: -$8,2912022Revenue 2023: $97,552Expenses 2023: $93,066Net Income 2023: $4,4862023Revenue 2024: $54,048Expenses 2024: $56,020Net Income 2024: -$1,9722024Revenue 2025: $44,100Expenses 2025: $42,398Net Income 2025: $1,7022025

Highlighted filing

2018

Revenue$108,118
Expenses$102,620
Net Income$5,498
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Oct 24, 2018
Return Version
2017v2.2
Gross Receipts
$108,118
Mission and Program Overview

Mission

The hugo reid pta provides services & support to approximately 600 students, their teachers & families. This includes promoting the welfare of children by providing field trips, educational assemblies, computers, playground equipment, library books, teachers' supplies, and scholarship assistance.

Program Services

DescriptionGrantsExpenses
THE HUGO REID PTA PROVIDES SERVICES & SUPPORT TO APPROXIMATELY 600 STUDENTS, THEIR TEACHERS & FAMILIES. THIS INCLUDES PROMOTING THE WELFARE OF CHILDREN BY PROVIDING FIELD TRIPS, EDUCATIONAL ASSEMBLIES, COMPUTERS,PLAYGROUND EQUIPMENT, LIBRARY BOOKS,TEACHERS' SUPPLIES, AND SCHOLARSHIP ASSISTANCE.$55,812-
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROCHELLE FERRARI4th VPPT$0--
JENNIFER MONSONVP PublicityPT$0--
COLLEEN QUIGLEYFin Secretary-$0--
WENDY ONGHistorian-$0--
AMBROSE CHANAuditor-$0--
ANN MOOREParliamentarianPT$0--
EUNICE PENG3rd VP-$0--
LAN NGUYENTreasurerPT$0--
TORI TAKEUCHIPresidentPT$0--
LEAH FORRESTER2nd VPPT$0--
NICOLE RIZZORec SecretaryPT$0--
MICHELLE KIM1st VPPT$0--
JANET DANGCOR SecretaryPT$0--
JENNIFER GASNERExecutive VPPT$0--
Filing and Contact Details

Filer

Filer Name
Pta California Congress
EIN
95-6206387
Phone
6267123295
Address
1000 HUGO REID DRIVE, ARCADIA, CA 91007

Signing Officer

Name
Lan Nguyen
Title
Treasurer
Signed
2018-10-24
Discuss with paid preparer
Yes

Preparer

Firm
Betsy Wilde
Address
150 N Santa Anita Ave Ste 405, Arcadia, CA 91006-3176
Preparer
Betsy Wilde EA CFP
Phone
6264471151
Supplemental Narrative

Additional Explanations

Other Expenses.1012

“Insurance $228”

Other Expenses.1

“GIFTS TO SCHOOLS $37848”

Other Expenses.2

“School community programs $25871”

Other Expenses.3

“Fundraising expenses $20345”

Other Expenses.4

“Student curriculum programs $11738”

Other Expenses.5

“Organizational expenses $4197”

Other Expenses.6

“WELFARE $2093”

Raw XML Appendix177 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.

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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt120
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt130
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ROCHELLE FERRARI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JENNIFER MONSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2COLLEEN QUIGLEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3WENDY ONG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4AMBROSE CHAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5ANN MOORE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6EUNICE PENG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7LAN NGUYEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8TORI TAKEUCHI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9LEAH FORRESTER
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm12JANET DANG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm13JENNIFER GASNER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt04TH VP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VP PUBLICITY
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3HISTORIAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4AUDITOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5PARLIAMENTARIAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt63RD VP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8President
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10REC SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt111ST VP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt12COR SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt13EXECUTIVE VP
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt0102320
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
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IRS990EZ/ProgramServiceRevenueAmt0108118
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IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt055812
IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
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IRS990EZ/SubjectToProxyTaxInd0false
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IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/First5Years509Ind0X
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
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IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal509Amt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Insurance $228
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1GIFTS TO SCHOOLS $37848
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2SCHOOL COMMUNITY PROGRAMS $25871
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3FUNDRAISING EXPENSES $20345
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4STUDENT CURRICULUM PROGRAMS $11738
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5ORGANIZATIONAL EXPENSES $4197
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6WELFARE $2093
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
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.6
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LAN NGUYEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-10-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA CALIFORNIA CONGRESS
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0TEACHERS - HUGO REID SCHOOL
ReturnHeader/Filer/BusinessNameControlTxt0PTAC
ReturnHeader/Filer/EIN0956206387
ReturnHeader/Filer/PhoneNum06267123295
ReturnHeader/Filer/USAddress/AddressLine1Txt01000 HUGO REID DRIVE
ReturnHeader/Filer/USAddress/CityNm0ARCADIA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd091007
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0954761189
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BETSY WILDE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0150 N Santa Anita Ave Ste 405
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Arcadia
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0910063176
ReturnHeader/PreparerPersonGrp/PhoneNum06264471151
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Betsy Wilde EA CFP
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-10-26T14:41:02-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$35,631
Liabilities
-
Net assets
$35,631
Revenue
$108,118
Expenses
$102,620
Net income
$5,498
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.26$0.26$0.44$0.42$0.02
2024Detailed filing. Detailed filing data is available for this year.$0.25$0.25$0.54$0.56$0.02
2023Detailed filing. Detailed filing data is available for this year.$0.26$0.26$0.98$0.93$0.04
2022Detailed filing. Detailed filing data is available for this year.$0.22$0.22$0.68$0.76$0.08
2021Detailed filing. Detailed filing data is available for this year.$0.30$0.30$0.15$0.37$0.22
2020Detailed filing. Detailed filing data is available for this year.$0.52$0.52$0.71$0.68$0.03
2019Detailed filing. Detailed filing data is available for this year.$0.49$0.49$1.00$0.87$0.13
2018Detailed filing. Detailed filing data is available for this year.$0.36$0.36$1.08$1.03$0.05
2017Detailed filing. Detailed filing data is available for this year.$0.30$0.30$0.91$0.83$0.08
2016Detailed filing. Detailed filing data is available for this year.$0.22$0.22$0.75$0.87$0.13
2015Detailed filing. Detailed filing data is available for this year.$0.35$0.35$0.96$0.91$0.05
2014Detailed filing. Detailed filing data is available for this year.$0.30$0.30$1.01$0.98$0.03
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.27$0.27$0.88$0.89$0.01
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.28$0.28$1.10$1.19$0.09