Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

990EZ • Fiscal year 2024 • EIN 95-6206609

Jun 01, 2023 to May 31, 2024 • Filed on Feb 20, 2025

1900 N Sixth StreetBurbank, CA 91504

(818) 558-4635

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Down

$38,466

Down $15,768 (-29%) from 2023

Net Assets

Down

$38,466

Down $15,768 (-29%) from 2023

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

Down

$32,568

Down $31,415 (-49%) from 2023

Expenses

Down

$48,336

Down $13,507 (-22%) from 2023

Net Income

Down

-$15,768

Down $17,908 (-837%) from 2023

Historical Trend

Balance Sheet Trend

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

$60K$40K$20K$0Assets 2011: $37,903Liabilities 2011: $02011Assets 2012: $51,662Net Assets 2012: $51,6622012Assets 2013: $57,305Liabilities 2013: $02013Assets 2014: $57,854Net Assets 2014: $57,8542014Assets 2015: $53,840Net Assets 2015: $53,8402015Assets 2016: $51,076Net Assets 2016: $51,0762016Assets 2017: $44,799Net Assets 2017: $44,7992017Assets 2018: $31,951Net Assets 2018: $31,9512018Assets 2019: $37,289Net Assets 2019: $37,2892019Assets 2023: $54,234Net Assets 2023: $54,2342023Assets 2024: $38,466Liabilities 2024: $0Net Assets 2024: $38,4662024

Highlighted filing

2024

Assets$38,466
Liabilities$0
Net Assets$38,466

Operations Trend

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

$100K$50K$0-$50KRevenue 2011: $52,898Expenses 2011: $45,469Net Income 2011: $7,4292011Revenue 2012: $37,486Expenses 2012: $23,727Net Income 2012: $13,7592012Revenue 2013: $31,934Expenses 2013: $26,291Net Income 2013: $5,6432013Revenue 2014: $30,864Expenses 2014: $30,315Net Income 2014: $5492014Revenue 2015: $51,594Expenses 2015: $55,608Net Income 2015: -$4,0142015Revenue 2016: $56,346Expenses 2016: $59,110Net Income 2016: -$2,7642016Revenue 2017: $68,892Expenses 2017: $75,169Net Income 2017: -$6,2772017Revenue 2018: $34,714Expenses 2018: $47,562Net Income 2018: -$12,8482018Revenue 2019: $34,985Expenses 2019: $29,647Net Income 2019: $5,3382019Revenue 2023: $63,983Expenses 2023: $61,843Net Income 2023: $2,1402023Revenue 2024: $32,568Expenses 2024: $48,336Net Income 2024: -$15,7682024

Highlighted filing

2024

Revenue$32,568
Expenses$48,336
Net Income-$15,768
Jump To
Filing Snapshot
Filing Period
Jun 1, 2023 to May 31, 2024
Signed
Feb 20, 2025
Return Version
2023v6.0
Gross Receipts
$47,089
Mission and Program Overview

Mission

To support the elementary school and the community with expenses including student assemblies and other expenses including special projects.

To support the elementary school expenses including special projects.

Program Services

DescriptionGrantsExpenses
PROGRAM - ARTS ENRICHMENT, BUSES, PARENT/CHILD ACTIVITIES, RED RIBBON WEEK, REFLECTIONS, TEACHER APPRECIATION, PROGRAM CHAIR EXPENSES, PROMOTION, RECESS SUPPLIES$0$40,740
ADMINISTRATION - HSA AWARDS, OFFICER AND CHAIRMAN EXPENSES INCLUDING INSTALLATION, INSURANCE, TAX PREP, TAXES AND COUNCIL ASSESSMENT$0$5,596
JEFFERSON ALUMNI BURBANK HIGH SCHOOL SCHOLARSHIP$0$2,000
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JESSICA O'KEEFEPresidentPT$0--
DESTINEY WHITEParliamentarian-$0--
JAM CHIANGCorresponding Secretary-$0--
JULIE BARNHARTTreasurerPT$0--
CHRISTINA MCKENNAFinancial Secretary-$0--
ANGELA KILGORERecording SecretaryPT$0--
KAPPA CURRANFinancial Reviewer-$0--
BAHARE NADJIHistorian-$0--
SUMUN PENDAKURDei Chair-$0--
NICHOLE MOOREVP- Ways And Means-$0--
ALLYCE MARSHALLVP- Membership-$0--
MICHELLE SUGGVP- Family Picnic-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Carnival$17,992$17,992$8,384$9,608
Fun Run$13,992-$892-
Total Events$40,121$26,129$14,521$11,608
Filing and Contact Details

Filer

Filer Name
Thomas Jefferson Pta
EIN
95-6206609
Phone
8185584635
Address
1900 N SIXTH STREET, BURBANK, CA 91504

Signing Officer

Name
Allyce Marshall
Title
Treasurer
Phone
8185584635
Signed
2025-02-20
Discuss with paid preparer
Yes

Preparer

Firm
Hit Accounting and Business Management
Address
16133 VENTURA BLVD SUITE 850, ENCINO, CA 91436
Preparer
Kristen Pucher
Phone
8186910720
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16 - Other Expenses

Description: council assessment. Amount: 400. Description: conferences, conventions and meetings. Amount: 1,932. Description: hsa banquet and awards. Amount: 1,121. Description: non profit raffle application. Amount: 30. Description: presidents pin. Amount: 38. Description: pta ez subscription. Amount: 184. Description: registry of charitable trusts. Amount: 50. Description: square fee expense. Amount: 648. Description: supplies. Amount: 175. Description: insurance. Amount: 300. Description: boo bash. Amount: 998. Description: totem donation fee. Amount: 32. Description: 2nd vp - recognition/membership. Amount: 213. Description: 3rd vp - family picnics. Amount: 2,152. Description: 4th vp - room parent/classroom enrichment. Amount: 2,157. Description: 5th vp - dei. Amount: 1,152. Description: arts enrichment. Amount: 6,480. Description: bhs scholarship. Amount: 2,000. Description: campus beautification. Amount: 602. Description: diversity, equity & inclusion. Amount: 10,596. Description: field trip expense - buses. Amount: 10,000. Description: nurse's office. Amount: 209. Description: parent/child dance. Amount: 1,937. Description: red ribbon week. Amount: 372. Description: reflections. Amount: 885. Description: teacher & staff appreciation. Amount: 2,987. Description: expenses not belonging to unit. Amount: 16. Total to form 990-ez, line 16: 47,666.

Raw XML Appendix238 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/TitleTxt0PRESIDENT
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IRS990EZ/PrintingPublicationsPostageAmt020
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROGRAM - ARTS ENRICHMENT, BUSES, PARENT/CHILD ACTIVITIES, RED RIBBON WEEK, REFLECTIONS, TEACHER APPRECIATION, PROGRAM CHAIR EXPENSES, PROMOTION, RECESS SUPPLIES
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1ADMINISTRATION - HSA AWARDS, OFFICER AND CHAIRMAN EXPENSES INCLUDING INSTALLATION, INSURANCE, TAX PREP, TAXES AND COUNCIL ASSESSMENT
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2JEFFERSON ALUMNI BURBANK HIGH SCHOOL SCHOLARSHIP
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: COUNCIL ASSESSMENT. AMOUNT: 400. DESCRIPTION: CONFERENCES, CONVENTIONS AND MEETINGS. AMOUNT: 1,932. DESCRIPTION: HSA BANQUET AND AWARDS. AMOUNT: 1,121. DESCRIPTION: NON PROFIT RAFFLE APPLICATION. AMOUNT: 30. DESCRIPTION: PRESIDENTS PIN. AMOUNT: 38. DESCRIPTION: PTA EZ SUBSCRIPTION. AMOUNT: 184. DESCRIPTION: REGISTRY OF CHARITABLE TRUSTS. AMOUNT: 50. DESCRIPTION: SQUARE FEE EXPENSE. AMOUNT: 648. DESCRIPTION: SUPPLIES. AMOUNT: 175. DESCRIPTION: INSURANCE. AMOUNT: 300. DESCRIPTION: BOO BASH. AMOUNT: 998. DESCRIPTION: TOTEM DONATION FEE. AMOUNT: 32. DESCRIPTION: 2ND VP - RECOGNITION/MEMBERSHIP. AMOUNT: 213. DESCRIPTION: 3RD VP - FAMILY PICNICS. AMOUNT: 2,152. DESCRIPTION: 4TH VP - ROOM PARENT/CLASSROOM ENRICHMENT. AMOUNT: 2,157. DESCRIPTION: 5TH VP - DEI. AMOUNT: 1,152. DESCRIPTION: ARTS ENRICHMENT. AMOUNT: 6,480. DESCRIPTION: BHS SCHOLARSHIP. AMOUNT: 2,000. DESCRIPTION: CAMPUS BEAUTIFICATION. AMOUNT: 602. DESCRIPTION: DIVERSITY, EQUITY & INCLUSION. AMOUNT: 10,596. DESCRIPTION: FIELD TRIP EXPENSE - BUSES. AMOUNT: 10,000. DESCRIPTION: NURSE'S OFFICE. AMOUNT: 209. DESCRIPTION: PARENT/CHILD DANCE. AMOUNT: 1,937. DESCRIPTION: RED RIBBON WEEK. AMOUNT: 372. DESCRIPTION: REFLECTIONS. AMOUNT: 885. DESCRIPTION: TEACHER & STAFF APPRECIATION. AMOUNT: 2,987. DESCRIPTION: EXPENSES NOT BELONGING TO UNIT. AMOUNT: 16. TOTAL TO FORM 990-EZ, LINE 16: 47,666.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/BusinessOfficerGrp/SignatureDt02025-02-20
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ReturnHeader/ReturnTs02025-02-21T12:48:08-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-06-01
ReturnHeader/TaxPeriodEndDt02024-05-31
ReturnHeader/TaxYr02023

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