Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

EIN 95-6206556 • 501(c)3 • Arcadia, CA

990-N Coverage

Profile

Charitable educational and scientific

2601 Longley WayArcadia, CA 91007
Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

62nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

86th percentile

39%

Higher net margin than 86% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2023

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 2023

Asset Growth

92nd percentile

110%

Faster asset growth than 92% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

42nd percentile

-10%

Faster revenue growth than 42% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets60th percentile

Assets

Up

$39,672

Up $20,785 (+110%) from 2022

Liabilities

Flat

$0

Flat from 2022

Net Assets

Up

$39,672

Up $20,785 (+110%) from 2022

Operations
Liabilities / Revenue62nd percentileNet Margin86th percentile

Revenue

Down

$53,351

Down $6,074 (-10%) from 2022

Expenses

Down

$32,566

Down $30,822 (-49%) from 2022

Net Income

Up

$20,785

Up $24,748 (+624%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth92nd percentile

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

$40K$30K$20K$10K$0Assets 2012: $8,782Liabilities 2012: $02012Assets 2013: $9,461Liabilities 2013: $02013Assets 2017: $11,925Liabilities 2017: $02017Assets 2018: $13,047Liabilities 2018: $02018Assets 2019: $18,188Liabilities 2019: $02019Assets 2022: $18,887Liabilities 2022: $0Net Assets 2022: $18,8872022Assets 2023: $39,672Liabilities 2023: $0Net Assets 2023: $39,6722023

Highlighted filing

2023

Assets$39,672
Liabilities$0
Net Assets$39,672
Open 2023 Filing

Operations Trend

Revenue Growth42nd percentile

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

$80K$60K$40K$20K$0-$20KRevenue 2012: $23,961Expenses 2012: $24,424Net Income 2012: -$4632012Revenue 2013: $20,453Expenses 2013: $19,774Net Income 2013: $6792013Revenue 2017: $57,976Expenses 2017: $60,036Net Income 2017: -$2,0602017Revenue 2018: $55,658Expenses 2018: $54,536Net Income 2018: $1,1222018Revenue 2019: $65,095Expenses 2019: $59,958Net Income 2019: $5,1372019Revenue 2022: $59,425Expenses 2022: $63,388Net Income 2022: -$3,9632022Revenue 2023: $53,351Expenses 2023: $32,566Net Income 2023: $20,7852023

Highlighted filing

2023

Revenue$53,351
Expenses$32,566
Net Income$20,785
Open 2023 Filing

Filings

Most recent year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$39,672
Liabilities
$0
Net assets
$39,672
Revenue
$53,351
Expenses
$32,566
Net income
$20,785
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$39.7$0.00$39.7$53.4$32.6$20.8
2022Detailed filing. Detailed filing data is available for this year.$18.9$0.00$18.9$59.4$63.4$3.96
2019Summary only. Only limited summary data is available for this year.$18.2$0.00$65.1$60.0$5.14
2018Summary only. Only limited summary data is available for this year.$13.0$0.00$55.7$54.5$1.12
2017Summary only. Only limited summary data is available for this year.$11.9$0.00$58.0$60.0$2.06
2013Summary only. Only limited summary data is available for this year.$9.46$0.00$20.5$19.8$0.68
2012Summary only. Only limited summary data is available for this year.$8.78$0.00$24.0$24.4$0.46
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Oct 12, 2023
Return Version
2022v5.0
Gross Receipts
$53,351
Mission and Program Overview

Mission

Charitable educational and scientific

Program Services

DescriptionGrantsExpenses
STUDENTS PROGRAMS INCLUDING SCHOLASTIC, TIMES AND NATIONAL GEOGRAPHICCLASSROOM MATERIAL-$12,846
FAMILY PROGRAMS AND EDUCATIONAL ACTIVITIES WITH SCIENCE, TECHNOLOGY,ART, MATH AND READING PROGRAMS FOR ALL STUDENTS. PROVIDE BOOKS AND SCHOOL SUPPLIES TO ALL STUDENTS-$5,144
TEACHERS AND STAFF PROGRAMS-$2,728
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LISA HUFFPresident-$0--
SHERRY SANDERSSecretay-$0--
KELLY MOKExecutive VP-$0--
ANNY LEETreasurer-$0--
EMILLY BUCHANANFinancial Secretary-$0--
MELISSA LOPEZVice President Of Membership-$0--
Filing and Contact Details

Filer

Filer Name
Longley Way Parent Teacher Association
EIN
95-6206556
Address
2601 LONGLEY WAY, Arcadia, CA 91007

Signing Officer

Name
Lisa Huff
Title
president
Phone
6262267315
Signed
2023-10-12
Discuss with paid preparer
No

Preparer

Firm
Alta Financial Services
Address
6135 Cabrillo Court, Rancho Cucamonga, CA 91701
Preparer
Reza Alamdari
Phone
9092341987
Supplemental Narrative

Additional Explanations

Description of other revenue Part I line 8

“Description AmountADMINSTRATION INCOME AMAZON SMILES 160DIRECT DONATIONS 14TURKEY TROT WALKATHON DONATIONS 32,098PTA MERCHANDISE INCOME 3,822STUDENTS PROGRAMS 15,139BANK INTERST EARNED 4”

Description of other expenses Part I line 16

“Description AmountADMINSTRATIVE EXPENSES 1,172MEMBERSHIP INCENTIVE EXPENSES 3,672PTA MERCHANDISE 3,900CONTRIBUTION 550COUNCIL EXPENSES 695FAMILY PROGRAMS 5,144STUDENTS PROGRAMS 12,846TEACHER AND STAFF PROGRAMS 2,728OTHER MEMBERSHIP DUES EXPENSES 1,859”

Raw XML Appendix179 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/PersonNm0LONGLEY WAY PTA
IRS990EZ/BooksInCareOfDetail/PhoneNum06262267315
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt02601 LONGLEY WAY
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Arcadia
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd091007
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt018887
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt039672
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt020785
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt018887
IRS990EZ/Form990TotalAssetsGrp/EOYAmt039672
IRS990EZ/GrossReceiptsAmt053351
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitialReturnInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt02114
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt018887
IRS990EZ/NetAssetsOrFundBalancesEOYAmt039672
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt018887
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt039672
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt04.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt14.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt34.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt42.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt52.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0LISA HUFF
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1SHERRY SANDERS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2KELLY MOK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ANNY LEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4EMILLY BUCHANAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5MELISSA LOPEZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETAY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2EXECUTIVE VP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4FINANCIAL SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5VICE PRESIDENT OF MEMBERSHIP
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt032566
IRS990EZ/OtherRevenueTotalAmt051237
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0CHARITABLE EDUCATIONAL AND SCIENTIFIC
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0FAMILY PROGRAMS AND EDUCATIONAL ACTIVITIES WITH SCIENCE, TECHNOLOGY,ART, MATH AND READING PROGRAMS FOR ALL STUDENTS. PROVIDE BOOKS AND SCHOOL SUPPLIES TO ALL STUDENTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1STUDENTS PROGRAMS INCLUDING SCHOLASTIC, TIMES AND NATIONAL GEOGRAPHICCLASSROOM MATERIAL
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2TEACHERS AND STAFF PROGRAMS
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt05144
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt112846
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt22728
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt032566
IRS990EZ/TotalProgramServiceExpensesAmt020718
IRS990EZ/TotalRevenueAmt053351
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt02114
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt03854
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0746
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt05076
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt07586
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt019376
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt04
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt02
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt02
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt02
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt010
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt051233
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt039943
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt07856
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt060019
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt048072
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0207123
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt04
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt02
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt02
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt02
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt010
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal509Amt0226499
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt053347
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt043797
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt08602
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt065095
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt055658
IRS990ScheduleA/Total509Grp/TotalAmt0226499
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt053351
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt043799
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt08604
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt065095
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt055660
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0226509
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountADMINSTRATION INCOME AMAZON SMILES 160DIRECT DONATIONS 14TURKEY TROT WALKATHON DONATIONS 32,098PTA MERCHANDISE INCOME 3,822STUDENTS PROGRAMS 15,139BANK INTERST EARNED 4
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description AmountADMINSTRATIVE EXPENSES 1,172MEMBERSHIP INCENTIVE EXPENSES 3,672PTA MERCHANDISE 3,900CONTRIBUTION 550COUNCIL EXPENSES 695FAMILY PROGRAMS 5,144STUDENTS PROGRAMS 12,846TEACHER AND STAFF PROGRAMS 2,728OTHER MEMBERSHIP DUES EXPENSES 1,859
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other revenue Part I line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL2
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd000
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0LISA HUFF
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0president
ReturnHeader/BusinessOfficerGrp/PhoneNum06262267315
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-10-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LONGLEY WAY PARENT TEACHER ASSOCIATION
ReturnHeader/Filer/BusinessNameControlTxt0LONG
ReturnHeader/Filer/EIN0956206556
ReturnHeader/Filer/USAddress/AddressLine1Txt02601 LONGLEY WAY
ReturnHeader/Filer/USAddress/CityNm0Arcadia
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd091007
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Alta Financial Services
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt06135 Cabrillo Court
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Rancho Cucamonga
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd091701
ReturnHeader/PreparerPersonGrp/PhoneNum09092341987
ReturnHeader/PreparerPersonGrp/PreparationDt02023-10-18
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Reza Alamdari
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02023-10-18T13:27:45-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0LISA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0HUFF
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

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