Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

990EZ • Fiscal year 2023 • EIN 95-6206741

Jul 01, 2022 to Jun 30, 2023 • Filed on Oct 10, 2023

Organization ProfileN/A
716 East LA Habra BlvdLA Habra, CA 90631

(562) 690-2374

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 2023

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2023

Net Margin

26th percentile

-11%

Higher net margin than 26% of similar nonprofits.

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

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

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

Asset Growth

37th percentile

-6.1%

Faster asset growth than 37% of similar nonprofits.

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

Revenue Growth

10th percentile

-55%

Faster revenue growth than 10% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$6,962

Down $455 (-6.1%) from 2022

Net Assets

Down

$6,962

Down $455 (-6.1%) from 2022

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin26th percentile

Revenue

Down

$4,066

Down $5,043 (-55%) from 2022

Expenses

Down

$4,521

Down $585 (-11%) from 2022

Net Income

Down

-$455

Down $4,458 (-111%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth37th percentile

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

$8.0K$6.0K$4.0K$2.0K$0Assets 2019: $4,085Net Assets 2019: $4,0852019Assets 2020: $3,414Net Assets 2020: $3,4142020Assets 2021: $7,417Net Assets 2021: $7,4172021Assets 2022: $7,417Net Assets 2022: $7,4172022Assets 2023: $6,962Net Assets 2023: $6,9622023Assets 2024: $5,860Net Assets 2024: $5,8602024

Highlighted filing

2023

Assets$6,962
Liabilities-
Net Assets$6,962
Open 2023 Filing

Operations Trend

Revenue Growth10th percentile

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

$10K$5.0K$0-$5.0KRevenue 2019: $2,446Expenses 2019: $2,827Net Income 2019: -$3812019Revenue 2020: $1,433Expenses 2020: $2,104Net Income 2020: -$6712020Revenue 2021: $9,109Expenses 2021: $5,106Net Income 2021: $4,0032021Revenue 2022: $9,109Expenses 2022: $5,106Net Income 2022: $4,0032022Revenue 2023: $4,066Expenses 2023: $4,521Net Income 2023: -$4552023Revenue 2024: $3,821Expenses 2024: $4,923Net Income 2024: -$1,1022024

Highlighted filing

2023

Revenue$4,066
Expenses$4,521
Net Income-$455
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Oct 10, 2023
Return Version
2022v5.0
Gross Receipts
$5,065
Mission and Program Overview

Mission

Enrichment of parents/teachers/students

Program Services

DescriptionGrantsExpenses
PROVIDE ASSISTANCE TO THE STAFF, TEACHERS, PTATEACHERS, LIBRARY, STAFF, PTA, HOSPITALITY, COUNSIL HSA, GIFTS TO SCHOOLCOVID 19$0$1,663
EDUCATIONAL ENRICHMENT FOR STUDENTS/STAFF INCLUDING ASSEMBLIES,$0$1,016
PROVIDE ACTIVITIES AND EVENTS TO STUDENTS, FAMILY FUN NIGHTFILM FESTIVAL, PROMOTION PARTY$0$710
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
YOLANDA NUNGARAYPresidentPT$0--
MAYRA MARTINEZSecretaryPT$0--
ELENE HELTEBRANTreasurerPT$0--
Filing and Contact Details

Filer

Filer Name
Washington Middle School Ptsa
EIN
95-6206741
Phone
5626902374
Address
716 EAST LA HABRA BLVD, LA HABRA, CA 90631

Signing Officer

Name
Elene Heltebran
Title
Treasurer
Phone
5626902374
Signed
2023-10-10
Discuss with paid preparer
Yes

Preparer

Firm
Integrity Tax and Notary Services
Address
16549 Leffingwell Rd, Whittier, CA 90603
Preparer
Barbara Dunagan
Phone
5624009569
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 8

“PARENT EDUCATION 1000.”

Form 990EZ, Part I, Line 16

“COUNCIL EXPENSES 245.”

Form 990EZ, Part I, Line 16

“HOSPITALITY 280.”

Form 990EZ, Part I, Line 16

“HSA 442.”

Form 990EZ, Part I, Line 16

“INSURANCE 272.”

Form 990EZ, Part I, Line 16

“PROGRAMS 1726.”

Form 990EZ, Part I, Line 16

“PTA EZ 99.”

Form 990EZ, Part I, Line 16

“STAFF APPRECIATION 1100.”

Form 990EZ, Part I, Line 16

“TAXES 175.”

Form 990EZ, Part I, Line 16

“ZOOM 150.”

Form 990EZ, Part I, Line 16

“PTA EXPENSE 30.”

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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0ELENE HELTEBRAN
IRS990EZ/BooksInCareOfDetail/PhoneNum07605834336
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0509 WARNE ST
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0LA HABRA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd090631
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt07417
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt06962
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt02283
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-455
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt07417
IRS990EZ/Form990TotalAssetsGrp/EOYAmt06962
IRS990EZ/FundraisingGrossIncomeAmt01403
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt05065
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0379
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt07417
IRS990EZ/NetAssetsOrFundBalancesEOYAmt06962
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt07417
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt06962
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt020.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt115.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt210.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0YOLANDA NUNGARAY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MAYRA MARTINEZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ELENE HELTEBRAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt04519
IRS990EZ/OtherRevenueTotalAmt01000
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0ENRICHMENT OF PARENTS/TEACHERS/STUDENTS
IRS990EZ/PrintingPublicationsPostageAmt02
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0EDUCATIONAL ENRICHMENT FOR STUDENTS/STAFF INCLUDING ASSEMBLIES,
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1PROVIDE ACTIVITIES AND EVENTS TO STUDENTS, FAMILY FUN NIGHTFILM FESTIVAL, PROMOTION PARTY
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2PROVIDE ASSISTANCE TO THE STAFF, TEACHERS, PTATEACHERS, LIBRARY, STAFF, PTA, HOSPITALITY, COUNSIL HSA, GIFTS TO SCHOOLCOVID 19
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt20
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt01016
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt1710
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt21663
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt0999
IRS990EZ/SpecialEventsNetIncomeLossAmt0404
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt04521
IRS990EZ/TotalProgramServiceExpensesAmt03389
IRS990EZ/TotalRevenueAmt04066
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt02283
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt05324
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0361
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt07968
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt01403
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt07416
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt03454
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt012273
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt020241
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt03686
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt012740
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt03815
IRS990ScheduleA/Total509Grp/TotalAmt020241
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt020241
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PARENT EDUCATION 1000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1COUNCIL EXPENSES 245.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2HOSPITALITY 280.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3HSA 442.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4INSURANCE 272.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5PROGRAMS 1726.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6PTA EZ 99.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7STAFF APPRECIATION 1100.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8TAXES 175.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9ZOOM 150.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10PTA EXPENSE 30.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990EZ, Part I, Line 16
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ELENE HELTEBRAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05626902374
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-10-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WASHINGTON MIDDLE SCHOOL PTSA
ReturnHeader/Filer/BusinessNameControlTxt0WASH
ReturnHeader/Filer/EIN0956206741
ReturnHeader/Filer/PhoneNum05626902374
ReturnHeader/Filer/USAddress/AddressLine1Txt0716 EAST LA HABRA BLVD
ReturnHeader/Filer/USAddress/CityNm0LA HABRA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd090631
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0818136591
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Integrity Tax and Notary Services
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt016549 Leffingwell Rd
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Whittier
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd090603
ReturnHeader/PreparerPersonGrp/PhoneNum05624009569
ReturnHeader/PreparerPersonGrp/PreparationDt02023-10-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Barbara Dunagan
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02023-10-13T11:23:46-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ELENE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0HELTEBRAN
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$6,962
Liabilities
-
Net assets
$6,962
Revenue
$4,066
Expenses
$4,521
Net income
-$455
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5,860$5,860$3,821$4,923$1,102
2023Detailed filing. Detailed filing data is available for this year.$6,962$6,962$4,066$4,521$455
2022Detailed filing. Detailed filing data is available for this year.$7,417$7,417$9,109$5,106$4,003
2021Detailed filing. Detailed filing data is available for this year.$7,417$7,417$9,109$5,106$4,003
2020Detailed filing. Detailed filing data is available for this year.$3,414$3,414$1,433$2,104$671
2019Detailed filing. Detailed filing data is available for this year.$4,085$4,085$2,446$2,827$381