Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

990EZ • Fiscal year 2023 • EIN 95-6207073

Jul 01, 2022 to Jun 30, 2023 • Filed on Nov 01, 2023

Organization ProfileN/A
14030 Weddington StSherman Oaks, CA 91401

(818) 789-6173

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

76th percentile

22%

Higher net margin than 76% of similar nonprofits.

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

Top Officer Pay

88th percentile

$0

Higher top officer pay than 88% 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

71st percentile

16%

Faster asset growth than 71% of similar nonprofits.

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

Revenue Growth

55th percentile

9.0%

Faster revenue growth than 55% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$134,250

Up $18,503 (+16%) from 2022

Net Assets

Up

$134,250

Up $18,503 (+16%) from 2022

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin76th percentile

Revenue

Up

$85,772

Up $7,096 (+9.0%) from 2022

Expenses

Up

$67,269

Up $452 (+0.7%) from 2022

Net Income

Up

$18,503

Up $6,644 (+56%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth71st percentile

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

$150K$100K$50K$0Assets 2014: $74,115Liabilities 2014: $02014Assets 2015: $81,987Liabilities 2015: $02015Assets 2016: $82,753Liabilities 2016: $02016Assets 2017: $83,645Liabilities 2017: $02017Assets 2018: $85,145Liabilities 2018: $02018Assets 2019: $77,118Liabilities 2019: $02019Assets 2020: $80,754Liabilities 2020: $02020Assets 2021: $103,888Liabilities 2021: $0Net Assets 2021: $103,8882021Assets 2022: $115,747Liabilities 2022: $0Net Assets 2022: $115,7472022Assets 2023: $134,250Net Assets 2023: $134,2502023Assets 2024: $73,129Liabilities 2024: $0Net Assets 2024: $74,0102024

Highlighted filing

2023

Assets$134,250
Liabilities-
Net Assets$134,250
Open 2023 Filing

Operations Trend

Revenue Growth55th percentile

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

$200K$100K$0-$100KRevenue 2014: $76,549Expenses 2014: $67,717Net Income 2014: $8,8322014Revenue 2015: $84,841Expenses 2015: $76,969Net Income 2015: $7,8722015Revenue 2016: $74,286Expenses 2016: $73,544Net Income 2016: $7422016Revenue 2017: $72,231Expenses 2017: $71,340Net Income 2017: $8912017Revenue 2018: $74,775Expenses 2018: $73,274Net Income 2018: $1,5012018Revenue 2019: $99,526Expenses 2019: $107,554Net Income 2019: -$8,0282019Revenue 2020: $70,512Expenses 2020: $66,876Net Income 2020: $3,6362020Revenue 2021: $33,905Expenses 2021: $10,771Net Income 2021: $23,1342021Revenue 2022: $78,676Expenses 2022: $66,817Net Income 2022: $11,8592022Revenue 2023: $85,772Expenses 2023: $67,269Net Income 2023: $18,5032023Revenue 2024: $106,129Expenses 2024: $173,027Net Income 2024: -$66,8982024

Highlighted filing

2023

Revenue$85,772
Expenses$67,269
Net Income$18,503
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Nov 1, 2023
Return Version
2022v5.0
Gross Receipts
$95,565
Mission and Program Overview

Mission

Supporting the staff, faculty and students of the school with charitable and educational contributions

Program Services

DescriptionGrantsExpenses
OTHER NOTABLE PROGRAMS : TEACHER APPRCIATION BREAKFAST $6248; GRADE LEVEL FUNDS $4364; 5TH GRADE CULMINATION $3317; GARDEN PROGRAM $2484; CLASSROOM SUPPLIES GRANT $1439, EXPENSE $1439; TECHNOLOGY $1305; BEAUTIFICATION PROGRAM $1078; HOSPITALITY/ FAMILY OUTREACH $628; REFECTIONS PROGRAM $160; KINDER CULMINATION $130.$1,439$23,706
FIELD TIPS: FUNDED BUSES AND ADMISSION FEES FOR FIELD TRIPS FOR ALL STUDENTS AT CHANDLER ALLOWING THRM TO HAVE HANDS-ON EXPERIENCES THAT WOULD ENRICH THEIR LEARNING-$16,082
FAMILY ENGAGMENT PROGRAM: FUNDED ACTIVIES TO PROMOTE FAMILY ENGAGEMENT IN EDUCATION AND SCHOOL FUNCTIONS-$10,448
DIGITAL MARQUEE-$10,000
Compensation and Service Providers
Top Officer Pay88th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kim KasreliovichPresident-$0--
JULIE GARFIELDTreasuer-$0--
Kristi JeromeExecutive VP-$0--
Melissa ByerRecording Secretary-$0--
Anne UemuraVP Of Membership-$0--
Frank IshizakiHistorian-$0--
Irina RodriguezAuditor-$0--
Filing and Contact Details

Filer

Filer Name
Chandler Elementary Pta
EIN
95-6207073
Phone
8187896173
Address
14030 WEDDINGTON ST, Sherman Oaks, CA 91401

Signing Officer

Name
Julie Garfield
Title
Treasurer
Phone
8187896173
Signed
2023-11-01
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

“Other notable programs : teacher apprciation breakfast $6248; grade level funds $4364; 5th grade culmination $3317; garden program $2484; classroom supplies grant $1439, expense $1439; technology $1305; beautification program $1078; hospitality/ family outreach $628; refections program $160; kinder culmination $130.”

Raw XML Appendix166 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/BooksInCareOfDetail/USAddress/CityNm0Sherman Oaks
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd091401
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Kim Kasreliovich
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JULIE GARFIELD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Kristi Jerome
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Melissa Byer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Anne Uemura
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Frank Ishizaki
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Irina Rodriguez
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASUER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2EXECUTIVE VP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3RECORDING SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4VP OF MEMBERSHIP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5HISTORIAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6AUDITOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt060278
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SUPPORTING THE STAFF, FACULTY AND STUDENTS OF THE SCHOOL WITH CHARITABLE AND EDUCATIONAL CONTRIBUTIONS
IRS990EZ/ProgramServiceRevenueAmt02350
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0FIELD TIPS: FUNDED BUSES AND ADMISSION FEES FOR FIELD TRIPS FOR ALL STUDENTS AT CHANDLER ALLOWING THRM TO HAVE HANDS-ON EXPERIENCES THAT WOULD ENRICH THEIR LEARNING
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1FAMILY ENGAGMENT PROGRAM: FUNDED ACTIVIES TO PROMOTE FAMILY ENGAGEMENT IN EDUCATION AND SCHOOL FUNCTIONS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2DIGITAL MARQUEE
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3OTHER NOTABLE PROGRAMS : TEACHER APPRCIATION BREAKFAST $6248; GRADE LEVEL FUNDS $4364; 5TH GRADE CULMINATION $3317; GARDEN PROGRAM $2484; CLASSROOM SUPPLIES GRANT $1439, EXPENSE $1439; TECHNOLOGY $1305; BEAUTIFICATION PROGRAM $1078; HOSPITALITY/ FAMILY OUTREACH $628; REFECTIONS PROGRAM $160; KINDER CULMINATION $130.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt01439
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt016082
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt110448
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt210000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt323706
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt09793
IRS990EZ/SpecialEventsNetIncomeLossAmt013572
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt067269
IRS990EZ/TotalProgramServiceExpensesAmt060236
IRS990EZ/TotalRevenueAmt085772
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt069843
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt068943
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt033786
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt071202
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0101092
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0344866
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt07
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt04
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt04
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt031
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt080
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0126
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt025715
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt016460
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0360
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt04886
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt010006
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt057427
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt07
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt04
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt04
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt031
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt080
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0126
IRS990ScheduleA/InvestmentIncomeCYPct00.00030
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99970
IRS990ScheduleA/PublicSupportTotal509Amt0402293
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt095558
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt085403
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt034146
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt076088
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0111098
IRS990ScheduleA/Total509Grp/TotalAmt0402293
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt095565
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt085407
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt034150
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt076119
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0111178
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0402419
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0OTHER NOTABLE PROGRAMS : TEACHER APPRCIATION BREAKFAST $6248; GRADE LEVEL FUNDS $4364; 5TH GRADE CULMINATION $3317; GARDEN PROGRAM $2484; CLASSROOM SUPPLIES GRANT $1439, EXPENSE $1439; TECHNOLOGY $1305; BEAUTIFICATION PROGRAM $1078; HOSPITALITY/ FAMILY OUTREACH $628; REFECTIONS PROGRAM $160; KINDER CULMINATION $130.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0PART III LINE 31
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0JULIE GARFIELD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08187896173
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CHANDLER ELEMENTARY PTA
ReturnHeader/Filer/BusinessNameControlTxt0PTAC
ReturnHeader/Filer/EIN0956207073
ReturnHeader/Filer/PhoneNum08187896173
ReturnHeader/Filer/USAddress/AddressLine1Txt014030 WEDDINGTON ST
ReturnHeader/Filer/USAddress/CityNm0Sherman Oaks
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd091401
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0431871840
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HRB TAX GROUP INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01301 MAIN ST STE 101B
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0KANSAS CITY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd064105
ReturnHeader/PreparerPersonGrp/PhoneNum08004725625
ReturnHeader/PreparerPersonGrp/PreparationDt02023-11-01
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Charlotte Lighty
ReturnHeader/ReturnTs02023-11-01T18:10:12Z
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JULIE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0GARFIELD
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
$134,250
Liabilities
-
Net assets
$134,250
Revenue
$85,772
Expenses
$67,269
Net income
$18,503
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.73$0.00$0.74$1.06$1.73$0.67
2023Detailed filing. Detailed filing data is available for this year.$1.34$1.34$0.86$0.67$0.19
2022Detailed filing. Detailed filing data is available for this year.$1.16$0.00$1.16$0.79$0.67$0.12
2021Detailed filing. Detailed filing data is available for this year.$1.04$0.00$1.04$0.34$0.11$0.23
2020Summary only. Only limited summary data is available for this year.$0.81$0.00$0.71$0.67$0.04
2019Summary only. Only limited summary data is available for this year.$0.77$0.00$1.00$1.08$0.08
2018Summary only. Only limited summary data is available for this year.$0.85$0.00$0.75$0.73$0.02
2017Summary only. Only limited summary data is available for this year.$0.84$0.00$0.72$0.71$0.01
2016Summary only. Only limited summary data is available for this year.$0.83$0.00$0.74$0.74$0.01
2015Summary only. Only limited summary data is available for this year.$0.82$0.00$0.85$0.77$0.08
2014Summary only. Only limited summary data is available for this year.$0.74$0.00$0.77$0.68$0.09