Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

990EZ • Fiscal year 2024 • EIN 95-6206617

Jul 01, 2023 to Jun 30, 2024 • Filed on Nov 07, 2024

Organization ProfileTOLUCAPTA.WEEBLY.COM
4840 Cahuenga BlvdNorth Hollywood, CA 91601

(818) 293-7821

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 2024

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2024

Net Margin

69th percentile

16%

Higher net margin than 69% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

61st percentile

7.9%

Faster asset growth than 61% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

37th percentile

-7.0%

Faster revenue growth than 37% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$77,059

Up $5,639 (+7.9%) from 2023

Net Assets

Up

$85,939

Up $14,518 (+20%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin69th percentile

Revenue

Down

$92,065

Down $6,926 (-7.0%) from 2023

Expenses

Down

$77,546

Down $6,804 (-8.1%) from 2023

Net Income

Down

$14,519

Down $122 (-0.8%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth61st percentile

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

$100K$50K$0Assets 2022: $56,780Net Assets 2022: $23,9482022Assets 2023: $71,420Net Assets 2023: $71,4212023Assets 2024: $77,059Net Assets 2024: $85,9392024Assets 2025: $96,766Liabilities 2025: $0Net Assets 2025: $96,5582025

Highlighted filing

2024

Assets$77,059
Liabilities-
Net Assets$85,939
Open 2024 Filing

Operations Trend

Revenue Growth37th percentile

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

$150K$100K$50K$0-$50KRevenue 2022: $69,787Expenses 2022: $72,467Net Income 2022: -$2,6802022Revenue 2023: $98,991Expenses 2023: $84,350Net Income 2023: $14,6412023Revenue 2024: $92,065Expenses 2024: $77,546Net Income 2024: $14,5192024Revenue 2025: $105,765Expenses 2025: $86,646Net Income 2025: $19,1192025

Highlighted filing

2024

Revenue$92,065
Expenses$77,546
Net Income$14,519
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Nov 7, 2024
Return Version
2023v5.1
Gross Receipts
$119,333
Mission and Program Overview

Mission

The toluca lake elementary school pta's primary purpose is to support toluca lake elementary school students, teachers, and families. The pta provides events and programs to enrich the students education and community.

Program Services

DescriptionGrantsExpenses
FUNDING THE MUSIC PROGRAM FOR OUR STUDENTS. EVERY STUDENT GETS EXPOSURE TO MUSIC AND SINGING, OLDER GRADES HAVE A CHOIR, MOST STUDENTS GET KEYBOARD INSTRUCTION.-$20,000
THEATRE PROGRAM AND AUDITORIUM IMPROVEMENTS$2,427$15,765
unding our Garden Rangers program. An enrichment opportunity for every student to have a hand in planting and tending to our school garden, learning about food production, healthy diets and the environment while doing so.-$12,175
Move a Thon fundraiser, which raised $76,371, almost entirely from small donations from the family and friends of students.-$7,192
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ERICA CLAYTONPresident-$0--
WILLIAM C HEERMANCETreasurer-$0--
CASSIA LOZINSKISecretary-$0--
Filing and Contact Details

Filer

Filer Name
Toluca Lake Elementary School Pta
EIN
95-6206617
Phone
8182937821
Address
4840 CAHUENGA BLVD, North Hollywood, CA 91601

Signing Officer

Name
William C Heermance
Title
Treasurer
Phone
8182937821
Signed
2024-11-07
Discuss with paid preparer
No

Preparer

Firm
Hrb Tax Group Inc
Address
1301 MAIN ST STE 101B, KANSAS CITY, MO 64105
Preparer
Charlotte Lighty
Phone
8004725625
Supplemental Narrative

Additional Explanations

Part III, Line 31

“Theater program and auditorium grant”

Raw XML Appendix137 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/PersonNm0WILLIAM C HEERMANCE
IRS990EZ/BooksInCareOfDetail/PhoneNum08184452734
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt010940 PEACH GROVE ST
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0North Hollywood
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd091601
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IRS990EZ/GrossProfitLossSlsOfInvntryAmt05228
IRS990EZ/GrossReceiptsAmt0119333
IRS990EZ/GrossSalesOfInventoryAmt019145
IRS990EZ/GroupExemptionNum00646
IRS990EZ/InvestmentIncomeAmt02
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0791
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt071420
IRS990EZ/NetAssetsOrFundBalancesEOYAmt085939
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ERICA CLAYTON
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2CASSIA LOZINSKI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
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IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt050558
IRS990EZ/OtherRevenueTotalAmt01281
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0THE TOLUCA LAKE ELEMENTARY SCHOOL PTA'S PRIMARY PURPOSE IS TO SUPPORT TOLUCA LAKE ELEMENTARY SCHOOL STUDENTS, TEACHERS, AND FAMILIES. THE PTA PROVIDES EVENTS AND PROGRAMS TO ENRICH THE STUDENTS EDUCATION AND COMMUNITY.
IRS990EZ/PrintingPublicationsPostageAmt01015
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Move a Thon fundraiser, which raised $76,371, almost entirely from small donations from the family and friends of students.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1FUNDING THE MUSIC PROGRAM FOR OUR STUDENTS. EVERY STUDENT GETS EXPOSURE TO MUSIC AND SINGING, OLDER GRADES HAVE A CHOIR, MOST STUDENTS GET KEYBOARD INSTRUCTION.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2unding our Garden Rangers program. An enrichment opportunity for every student to have a hand in planting and tending to our school garden, learning about food production, healthy diets and the environment while doing so.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3THEATRE PROGRAM AND AUDITORIUM IMPROVEMENTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt02427
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt07192
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt120000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt212175
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt315765
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt013351
IRS990EZ/SpecialEventsNetIncomeLossAmt075261
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt077546
IRS990EZ/TotalProgramServiceExpensesAmt055132
IRS990EZ/TotalRevenueAmt092065
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0TOLUCAPTA.WEEBLY.COM
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt019011
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0108142
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt080198
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0207351
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt02
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt02
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt015947
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt014369
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt030316
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt02
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt02
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0237667
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt034958
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0122511
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt080198
IRS990ScheduleA/Total509Grp/TotalAmt0237667
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt034960
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0122511
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt080198
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0237669
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THEATER PROGRAM AND AUDITORIUM GRANT
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0PART III, LINE 31
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0WILLIAM C HEERMANCE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08182937821
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0TOLUCA LAKE ELEMENTARY SCHOOL PTA
ReturnHeader/Filer/BusinessNameControlTxt0TOLU
ReturnHeader/Filer/EIN0956206617
ReturnHeader/Filer/PhoneNum08182937821
ReturnHeader/Filer/USAddress/AddressLine1Txt04840 CAHUENGA BLVD
ReturnHeader/Filer/USAddress/CityNm0North Hollywood
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd091601
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0KANSAS CITY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd064105
ReturnHeader/PreparerPersonGrp/PhoneNum08004725625
ReturnHeader/PreparerPersonGrp/PreparationDt02024-11-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Charlotte Lighty
ReturnHeader/ReturnTs02024-11-07T20:02:04Z
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$77,059
Liabilities
-
Net assets
$85,939
Revenue
$92,065
Expenses
$77,546
Net income
$14,519
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.97$0.00$0.97$1.06$0.87$0.19
2024Detailed filing. Detailed filing data is available for this year.$0.77$0.86$0.92$0.78$0.15
2023Detailed filing. Detailed filing data is available for this year.$0.71$0.71$0.99$0.84$0.15
2022Detailed filing. Detailed filing data is available for this year.$0.57$0.24$0.70$0.72$0.03