Civic Intelligence

PTA California Congress Teachers - Hugo Reid School

990EZ • Fiscal year 2020 • EIN 95-6206387

Jul 01, 2019 to Jun 30, 2020 • Filed on Nov 01, 2020

1000 Hugo Reid DriveArcadia, CA 91007

(626) 487-4480

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 2020

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2020

Net Margin

49th percentile

4.6%

Higher net margin than 49% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

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.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

54th percentile

6.7%

Faster asset growth than 54% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

37th percentile

-29%

Faster revenue growth than 37% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Assets

Up

$51,881

Up $3,238 (+6.7%) from 2019

Net Assets

Up

$51,881

Up $3,238 (+6.7%) from 2019

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$71,082

Down $28,471 (-29%) from 2019

Expenses

Down

$67,844

Down $18,697 (-22%) from 2019

Net Income

Down

$3,238

Down $9,774 (-75%) from 2019

Historical Trend

Balance Sheet Trend

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

2020

Assets$51,881
Liabilities-
Net Assets$51,881

Operations Trend

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

2020

Revenue$71,082
Expenses$67,844
Net Income$3,238
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Nov 1, 2020
Return Version
2019v5.0
Gross Receipts
$71,082
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.$51,539-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MINDY VAGENAS4th VPPT$0--
DIANNA MALAK LOPEZ5th VPPT$0--
MICHELLE WANGCOR Secretary-$0--
HELEN LIFin Secretary-$0--
CANDY MOK2nd VP-$0--
LAN NGUYENAuditorPT$0--
IVY FLORES3rd VP-$0--
JENNIFER GASSNERRec SecretaryPT$0--
MICHELLE KIMHistorianPT$0--
TRACY JENSEN HANPresidentPT$0--
PAMELA WANGParliamentarianPT$0--
HELEN WUExecutive VPPT$0--
SHIRLEY KANAAN1st VPPT$0--
MATTHIAS HUBERTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Pta California Congress
EIN
95-6206387
Phone
6264874480
Address
1000 HUGO REID DRIVE, ARCADIA, CA 91007

Signing Officer

Name
Matthias Huber
Title
Treasurer
Signed
2020-11-01
Discuss with paid preparer
Yes

Preparer

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

Additional Explanations

Other Expenses.1012

Insurance $232

Other Expenses.1

GIFTS TO SCHOOLS $30100

Other Expenses.2

Student curriculum programs $19870

Other Expenses.3

Fundraising expenses $10244

Other Expenses.4

Miscellaneous not belonging to $3017

Other Expenses.5

Organizational expenses $2788

Other Expenses.6

COMMUNITY WELFARE $1569

Other Expenses.7

MISCELLANEOUS $24

Raw XML Appendix178 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/PersonNm1DIANNA MALAK LOPEZ
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5LAN NGUYEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6IVY FLORES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7JENNIFER GASSNER
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt04th VP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt15th VP
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt63rd VP
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11EXECUTIVE VP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt121ST VP
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IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt067844
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IRS990EZ/TransactionWithControlEntInd0false
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IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
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IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.00000
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IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Insurance $232
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1GIFTS TO SCHOOLS $30100
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2STUDENT CURRICULUM PROGRAMS $19870
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3FUNDRAISING EXPENSES $10244
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4MISCELLANEOUS NOT BELONGING TO $3017
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5ORGANIZATIONAL EXPENSES $2788
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6COMMUNITY WELFARE $1569
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7MISCELLANEOUS $24
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.6
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ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MATTHIAS HUBER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA CALIFORNIA CONGRESS
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0HUGO REID SCHOOL
ReturnHeader/Filer/BusinessNameControlTxt0PTAC
ReturnHeader/Filer/EIN0956206387
ReturnHeader/Filer/PhoneNum06264874480
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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/ZIPCd091006
ReturnHeader/PreparerPersonGrp/PhoneNum06264471151
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Betsy Wilde EA CFP
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02020-11-09T18:02:56-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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