Civic Intelligence

PTA California Congress of Parents 2110 Ralph Dunlap Elementary

EIN 95-6206917 • 501(c)3 • Santa Maria, CA

Profile

To promote the welfare of children and youth in home, school, and the community

1220 Oak Knoll RoadSanta Maria, CA 93455

n/A

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2025

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2025

Net Margin

85th percentile

38%

Higher net margin than 85% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

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 2025

Asset Growth

81st percentile

32%

Faster asset growth than 81% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

69th percentile

16%

Faster revenue growth than 69% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Assets

Down

$59,322

Down $5,128 (-8.0%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$59,322

Down $5,128 (-8.0%) from 2023

Revenue

Up

$42,445

Up $2,014 (+5.0%) from 2023

Expenses

Up

$47,573

Up $35,529 (+295%) from 2023

Net Income

Down

-$5,128

Down $33,515 (-118%) from 2023

Trend Graphs

Balance Sheet Trend

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

$80K$60K$40K$20K$0Assets 2012: $40,018Liabilities 2012: $02012Assets 2013: $41,826Liabilities 2013: $02013Assets 2014: $28,409Net Assets 2014: $28,4092014Assets 2015: $15,366Net Assets 2015: $15,3662015Assets 2016: $17,921Net Assets 2016: $17,9212016Assets 2017: $18,618Net Assets 2017: $18,6182017Assets 2018: $26,257Net Assets 2018: $26,2572018Assets 2019: $26,909Net Assets 2019: $26,9092019Assets 2020: $13,082Net Assets 2020: $13,0822020Assets 2021: $23,430Net Assets 2021: $23,4302021Assets 2022: $36,063Net Assets 2022: $36,0632022Assets 2023: $64,450Net Assets 2023: $64,4502023Assets 2024: $59,322Net Assets 2024: $59,3222024

Highlighted filing

2024

Assets$59,322
Liabilities-
Net Assets$59,322

Operations Trend

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

$80K$60K$40K$20K$0-$20KRevenue 2012: $50,199Expenses 2012: $39,118Net Income 2012: $11,0812012Revenue 2013: $49,224Expenses 2013: $47,416Net Income 2013: $1,8082013Revenue 2014: $46,979Expenses 2014: $60,396Net Income 2014: -$13,4172014Revenue 2015: $48,906Expenses 2015: $61,949Net Income 2015: -$13,0432015Revenue 2016: $52,621Expenses 2016: $50,066Net Income 2016: $2,5552016Revenue 2017: $46,991Expenses 2017: $46,294Net Income 2017: $6972017Revenue 2018: $42,604Expenses 2018: $34,965Net Income 2018: $7,6392018Revenue 2019: $52,071Expenses 2019: $51,419Net Income 2019: $6522019Revenue 2020: $16,055Expenses 2020: $29,882Net Income 2020: -$13,8272020Revenue 2021: $19,069Expenses 2021: $8,721Net Income 2021: $10,3482021Revenue 2022: $38,450Expenses 2022: $25,817Net Income 2022: $12,6332022Revenue 2023: $40,431Expenses 2023: $12,044Net Income 2023: $28,3872023Revenue 2024: $42,445Expenses 2024: $47,573Net Income 2024: -$5,1282024

Highlighted filing

2024

Revenue$42,445
Expenses$47,573
Net Income-$5,128

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Aug 16, 2024
Return Version
2023v5.1
Gross Receipts
$48,773
Mission and Program Overview

Mission

To promote the welfare of children and youth in home, school, and the community

Program Services

DescriptionGrantsExpenses
To promote the welfare of children and youth in home, school, and the community-$47,573
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Meridith Nguyen1st VP-$0--
Barbara Sandoval2nd VP-$0--
Lauren SparksSecretary-$0--
Jordan BradshawTreasurer-$0--
Carey MatsonPresident-$0--
Alicia Pischke3rd VP-$0--
VacantAuditor-$0--
Kelly ChristensenHistorian-$0--
Sarah GarciaParliamentarian-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Apex$29,409$29,409$3,656$25,753
Fall Festival$6,554$6,554-$6,554
Total Events$35,963$35,963$3,656$32,307
Filing and Contact Details

Filer

Filer Name
PTA California Congress of Parents
EIN
95-6206917
Phone
8059388500
Address
1220 Oak Knoll Road, Santa Maria, CA 93455

Signing Officer

Name
Stephanie Krieger
Title
Treasurer
Signed
2024-08-16
Discuss with paid preparer
Yes

Preparer

Firm
Moss Levy & Hartzheim LLP
Address
2400 Professional Parkway Suite 205, Santa Maria, CA 93455
Preparer
Ron Levy CPA
Phone
8059252579
Supplemental Narrative

Additional Explanations

Other Expenses.1

Teacher support and education $47142

Other Expenses.2

Membership dues $351

Other Expenses.3

Fees $25

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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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ReturnHeader/BuildTS02024-08-08 14:25:15Z
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