Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

990EZ • Fiscal year 2024 • EIN 95-6206741

Jul 01, 2023 to Jun 30, 2024 • Filed on Sep 13, 2024

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 2024

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2024

Net Margin

15th percentile

-29%

Higher net margin than 15% 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

27th percentile

-16%

Faster asset growth than 27% of similar nonprofits.

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

Revenue Growth

38th percentile

-6.0%

Faster revenue growth than 38% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$5,860

Down $1,102 (-16%) from 2023

Net Assets

Down

$5,860

Down $1,102 (-16%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin15th percentile

Revenue

Down

$3,821

Down $245 (-6.0%) from 2023

Expenses

Up

$4,923

Up $402 (+8.9%) from 2023

Net Income

Down

-$1,102

Down $647 (-142%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth27th 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

2024

Assets$5,860
Liabilities-
Net Assets$5,860
Open 2024 Filing

Operations Trend

Revenue Growth38th 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

2024

Revenue$3,821
Expenses$4,923
Net Income-$1,102
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Sep 13, 2024
Return Version
2023v5.1
Gross Receipts
$3,846
Mission and Program Overview

Mission

Enrichment of parents/teachers/students

Program Services

DescriptionGrantsExpenses
PROVIDE ACTIVITIES AND EVENTS TO STUDENTS, FAMILY FUN NIGHTAUCTION PLATFORM, END OF YEAR, FAMILY FUN NIGHT, FESTIVALRED RIBBON$0$2,124
PROVIDE ASSISTANCE TO THE STAFF, TEACHERS, PTATEACHERS, LIBRARY, STAFF, PTA, HOSPITALITY, COUNSIL HSA, GIFTS TO SCHOOLCOVID 19$0$1,444
EDUCATIONAL ENRICHMENT FOR STUDENTS/STAFF INCLUDINGASSEMBLIES$0$446
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ELENE HELTEBRANPresidentPT$0--
MAYRA MARTINEZSecretaryPT$0--
TERESA CHAVEZTreasurerPT$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
Teresa Chavez
Title
Treasurer
Phone
5626902374
Signed
2024-09-13
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 16

“CHARITABLE TRUST 25.”

Form 990EZ, Part I, Line 16

“COUNCIL EXPENSES 150.”

Form 990EZ, Part I, Line 16

“FAMILY FUN NIGHT 416.”

Form 990EZ, Part I, Line 16

“HSA 471.”

Form 990EZ, Part I, Line 16

“INSURANCE 282.”

Form 990EZ, Part I, Line 16

“PROGRAMS 446.”

Form 990EZ, Part I, Line 16

“PTA CONVENTION 51.”

Form 990EZ, Part I, Line 16

“PTA EZ 99.”

Form 990EZ, Part I, Line 16

“RED RIBBON 65.”

Form 990EZ, Part I, Line 16

“SCHOOL EVENTS 1650.”

Form 990EZ, Part I, Line 16

“STAFF APPRECIATION 1108.”

Form 990EZ, Part I, Line 16

“TAXES 160.”

Raw XML Appendix174 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/PersonNm0TERESA CHAVEZ
IRS990EZ/BooksInCareOfDetail/PhoneNum05627454763
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01440 ROCKINGHORSE LANE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0LA HABRA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd090631
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt06962
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt05860
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt011
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-1102
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt06962
IRS990EZ/Form990TotalAssetsGrp/EOYAmt05860
IRS990EZ/FundraisingGrossIncomeAmt03403
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt03846
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0432
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt06962
IRS990EZ/NetAssetsOrFundBalancesEOYAmt05860
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt06962
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt05860
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/PersonNm0ELENE HELTEBRAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MAYRA MARTINEZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2TERESA CHAVEZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt04923
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0ENRICHMENT OF PARENTS/TEACHERS/STUDENTS
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0EDUCATIONAL ENRICHMENT FOR STUDENTS/STAFF INCLUDINGASSEMBLIES
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1PROVIDE ACTIVITIES AND EVENTS TO STUDENTS, FAMILY FUN NIGHTAUCTION PLATFORM, END OF YEAR, FAMILY FUN NIGHT, FESTIVALRED RIBBON
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/ProgramServiceExpensesAmt0446
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt12124
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt21444
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt025
IRS990EZ/SpecialEventsNetIncomeLossAmt03378
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt04923
IRS990EZ/TotalProgramServiceExpensesAmt04014
IRS990EZ/TotalRevenueAmt03821
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt011
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt02283
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt05324
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0361
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt07979
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt03403
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt01403
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt07416
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt03454
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt015676
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt023655
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt03414
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt03686
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt012740
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt03815
IRS990ScheduleA/Total509Grp/TotalAmt023655
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt023655
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0CHARITABLE TRUST 25.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1COUNCIL EXPENSES 150.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2FAMILY FUN NIGHT 416.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3HSA 471.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4INSURANCE 282.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5PROGRAMS 446.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6PTA CONVENTION 51.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7PTA EZ 99.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8RED RIBBON 65.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9SCHOOL EVENTS 1650.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10STAFF APPRECIATION 1108.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11TAXES 160.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 16
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
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Form 990EZ, Part I, Line 16
ReturnHeader/BuildTS02024-08-08 14:25:15Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0TERESA CHAVEZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05626902374
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-09-13
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/PreparationDt02024-09-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Barbara Dunagan
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02024-09-13T11:23:52-07:00
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
$5,860
Liabilities
-
Net assets
$5,860
Revenue
$3,821
Expenses
$4,923
Net income
-$1,102
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