Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

990EZ • Fiscal year 2024 • EIN 95-6207073

Jul 01, 2023 to Jun 30, 2024 • Filed on Oct 25, 2024

Organization ProfileN/A
14030 Weddington StSherman Oaks, CA 91401

(818) 631-2725

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Up

$140,908

Up $67,779 (+93%) from 2024

Net Assets

Up

$216,648

Up $142,638 (+193%) from 2024

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

Down

$85,137

Down $20,992 (-20%) from 2024

Expenses

Down

$2,739

Down $170,288 (-98%) from 2024

Net Income

Up

$82,398

Up $149,296 (+223%) from 2024

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$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: $140,908Net Assets 2024: $216,6482024Assets 2024: $73,129Liabilities 2024: $0Net Assets 2024: $74,0102024

Highlighted filing

2024

Assets$140,908
Liabilities-
Net Assets$216,648
Open 2024 Filing

Operations Trend

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: $85,137Expenses 2024: $2,739Net Income 2024: $82,3982024Revenue 2024: $106,129Expenses 2024: $173,027Net Income 2024: -$66,8982024

Highlighted filing

2024

Revenue$85,137
Expenses$2,739
Net Income$82,398
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Oct 25, 2024
Return Version
2023v5.1
Gross Receipts
$98,421
Mission and Program Overview

Mission

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

Program Services

DescriptionGrantsExpenses
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-$23,268
FAMILY ENGAGMENT PROGRAM: FUNDED ACTIVIES TO PROMOTE FAMILY ENGAGEMENT IN EDUCATION AND SCHOOL FUNCTIONS-$10,903
BOOK VENDING MACHINE. KIDS GET CAUGHT BEING KIND RECIEVE A TOKEN FOR A FREE BOOK OF THEIR CHOICE FROM THE MACHINE.-$7,812
ORGANIC VEGGIE GARDEN. THE organic vegetable and fruit garden provides hands on garden/food enrichment to all 450+ students! It is so important to teach kids of the importance of how and where food comes from.-$7,560
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kim KasreliovichPresident-$0--
HILARY PEREZTreasuerPT$0--
Kristi JeromeExecutive VP-$0--
MELODY URIELISecretary Historian-$0--
Anne UemuraVP Of Membership-$0--
Filing and Contact Details

Filer

Filer Name
Chandler Elementary Pta
EIN
95-6207073
Phone
8186312725
Address
14030 WEDDINGTON ST, Sherman Oaks, CA 91401

Signing Officer

Name
Hilary Perez
Title
Treasurer
Phone
8186312725
Signed
2024-10-25
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

“This year we had the highest amount of new members join our PTA ever! We are really growing and expanding our PTA and have the most volunteers we have ever had.”

Raw XML Appendix155 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/PersonNm0JULIE GARFIELD
IRS990EZ/BooksInCareOfDetail/PhoneNum03237932088
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt014030 WEDDINGTON ST
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Sherman Oaks
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd091401
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0134250
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0140908
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt02455
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt082398
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt02739
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0134250
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0140908
IRS990EZ/FundraisingGrossIncomeAmt089641
IRS990EZ/GrossReceiptsAmt098421
IRS990EZ/InvestmentIncomeAmt023
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt03414
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NameChangeInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0134250
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0216648
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0134250
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0140908
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt04.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt24.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt43.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Kim Kasreliovich
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1HILARY PEREZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Kristi Jerome
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MELODY URIELI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Anne Uemura
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASUER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2EXECUTIVE VP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY HISTORIAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4VP OF MEMBERSHIP
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SUPPORTING THE STAFF, FACULTY AND STUDENTS OF THE SCHOOL WITH CHARITABLE AND EDUCATIONAL CONTRIBUTIONS
IRS990EZ/ProgramServiceRevenueAmt02888
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/DescriptionProgramSrvcAccomTxt2BOOK VENDING MACHINE. KIDS GET CAUGHT BEING KIND RECIEVE A TOKEN FOR A FREE BOOK OF THEIR CHOICE FROM THE MACHINE.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3ORGANIC VEGGIE GARDEN. THE organic vegetable and fruit garden provides hands on garden/food enrichment to all 450+ students! It is so important to teach kids of the importance of how and where food comes from.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt023268
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt110903
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt27812
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt37560
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt013284
IRS990EZ/SpecialEventsNetIncomeLossAmt076357
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt02739
IRS990EZ/TotalProgramServiceExpensesAmt049543
IRS990EZ/TotalRevenueAmt085137
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt092632
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt069843
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt068943
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt033786
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt071202
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0336406
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt023
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt07
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt04
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt04
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt031
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt069
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt086763
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt025715
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt016460
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0360
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt04886
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0134184
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt023
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt07
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt04
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt04
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt031
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt069
IRS990ScheduleA/InvestmentIncomeCYPct00.00010
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99990
IRS990ScheduleA/PublicSupportTotal509Amt0470590
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0179395
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt095558
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt085403
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt034146
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt076088
IRS990ScheduleA/Total509Grp/TotalAmt0470590
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0179418
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt095565
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt085407
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt034150
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt076119
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0470659
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0This year we had the highest amount of new members join our PTA ever! We are really growing and expanding our PTA and have the most volunteers we have ever had.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0PART III
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0HILARY PEREZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08186312725
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-10-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CHANDLER ELEMENTARY PTA
ReturnHeader/Filer/BusinessNameControlTxt04035
ReturnHeader/Filer/EIN0956207073
ReturnHeader/Filer/PhoneNum08186312725
ReturnHeader/Filer/USAddress/AddressLine1Txt014030 WEDDINGTON ST
ReturnHeader/Filer/USAddress/CityNm0Sherman Oaks
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd091401
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
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/PreparationDt02024-10-25
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Charlotte Lighty
ReturnHeader/ReturnTs02024-10-25T17:09:23Z
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
$140,908
Liabilities
-
Net assets
$216,648
Revenue
$85,137
Expenses
$2,739
Net income
$82,398
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.41$2.17$0.85$0.03$0.82
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