Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

990EZ • Fiscal year 2024 • EIN 95-6207430

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

Organization ProfileN/A
401 S Palm StLA Habra, CA 90631

(562) 266-2000

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

25th percentile

-11%

Higher net margin than 25% 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

39th percentile

-4.4%

Faster asset growth than 39% of similar nonprofits.

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

Revenue Growth

64th percentile

15%

Faster revenue growth than 64% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$10,905

Down $503 (-4.4%) from 2023

Net Assets

Down

$10,905

Down $503 (-4.4%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin25th percentile

Revenue

Up

$4,554

Up $585 (+15%) from 2023

Expenses

Up

$5,057

Up $290 (+6.1%) from 2023

Net Income

Up

-$503

Up $295 (+37%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth39th percentile

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

$20K$15K$10K$5.0K$0Assets 2020: $17,258Net Assets 2020: $17,2582020Assets 2021: $14,541Net Assets 2021: $14,5412021Assets 2022: $12,206Net Assets 2022: $12,2062022Assets 2023: $11,408Net Assets 2023: $11,4082023Assets 2024: $10,905Net Assets 2024: $10,9052024Assets 2025: $13,311Net Assets 2025: $13,3112025

Highlighted filing

2024

Assets$10,905
Liabilities-
Net Assets$10,905
Open 2024 Filing

Operations Trend

Revenue Growth64th percentile

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

$10K$5.0K$0-$5.0KRevenue 2020: $2,637Expenses 2020: $759Net Income 2020: $1,8782020Revenue 2021: $263Expenses 2021: $2,980Net Income 2021: -$2,7172021Revenue 2022: $1,915Expenses 2022: $4,250Net Income 2022: -$2,3352022Revenue 2023: $3,969Expenses 2023: $4,767Net Income 2023: -$7982023Revenue 2024: $4,554Expenses 2024: $5,057Net Income 2024: -$5032024Revenue 2025: $6,433Expenses 2025: $4,027Net Income 2025: $2,4062025

Highlighted filing

2024

Revenue$4,554
Expenses$5,057
Net Income-$503
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
$40,653
Mission and Program Overview

Mission

Enrichment of parents/students/teachers

Program Services

DescriptionGrantsExpenses
PROVIDE ACTIVITIES TO STUDENTS, SENIOR SUNRISE, WELCOME BACK, CLASSROOM$0$2,546
PROVIDE SUPPORT TO TEACHERS, STAFF, PTASTAFF APPRECIATION, COUNCIL, HSA$0$1,210
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROBERTA GARCIAPresidentPT$0--
TERESA CHAVEZTreasurerPT$0--
RACHEL JOHNSONSecretaryPT$0--
Filing and Contact Details

Filer

Filer Name
Sonora High School Ptsa
EIN
95-6207430
Phone
5622662000
Address
401 S PALM ST, LA HABRA, CA 90631

Signing Officer

Name
Teresa Chavez
Title
Treasurer
Phone
5622662000
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

“BANK FEE 2.”

Form 990EZ, Part I, Line 16

“CHARITABLE TRUST 25.”

Form 990EZ, Part I, Line 16

“CLUB SUPPORT 583.”

Form 990EZ, Part I, Line 16

“COUNCIL FEE 150.”

Form 990EZ, Part I, Line 16

“HSA 575.”

Form 990EZ, Part I, Line 16

“INSURANCE 282.”

Form 990EZ, Part I, Line 16

“LUNCHEONS 135.”

Form 990EZ, Part I, Line 16

“PROGRAMS 3046.”

Form 990EZ, Part I, Line 16

“PTA EZ 99.”

Form 990EZ, Part I, Line 16

“TAX PREP 160.”

Raw XML Appendix170 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 LN
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0LA HABRA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd090631
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt011408
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt010905
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0226
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-503
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt011408
IRS990EZ/Form990TotalAssetsGrp/EOYAmt010905
IRS990EZ/FundraisingGrossIncomeAmt039813
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt040653
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0614
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt011408
IRS990EZ/NetAssetsOrFundBalancesEOYAmt010905
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt011408
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt010905
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt020.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt115.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt215.00
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/PersonNm0ROBERTA GARCIA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1TERESA CHAVEZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2RACHEL JOHNSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt05057
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0ENRICHMENT OF PARENTS/STUDENTS/TEACHERS
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDE ACTIVITIES TO STUDENTS, SENIOR SUNRISE, WELCOME BACK, CLASSROOM
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1PROVIDE SUPPORT TO TEACHERS, STAFF, PTASTAFF APPRECIATION, COUNCIL, HSA
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt02546
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt11210
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt036099
IRS990EZ/SpecialEventsNetIncomeLossAmt03714
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt05057
IRS990EZ/TotalProgramServiceExpensesAmt03756
IRS990EZ/TotalRevenueAmt04554
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0226
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt01958
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0388
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt017
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0916
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt03505
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt039813
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt028780
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt01915
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0671
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt07413
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt078592
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt082097
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt040039
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt030738
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt02303
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0688
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt08329
IRS990ScheduleA/Total509Grp/TotalAmt082097
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt082097
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0BANK FEE 2.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1CHARITABLE TRUST 25.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CLUB SUPPORT 583.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3COUNCIL FEE 150.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4HSA 575.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5INSURANCE 282.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6LUNCHEONS 135.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7PROGRAMS 3046.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8PTA EZ 99.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9TAX PREP 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
ReturnHeader/BuildTS02024-08-08 14:25:15Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0TERESA CHAVEZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05622662000
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-09-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SONORA HIGH SCHOOL PTSA
ReturnHeader/Filer/BusinessNameControlTxt0SONO
ReturnHeader/Filer/EIN0956207430
ReturnHeader/Filer/PhoneNum05622662000
ReturnHeader/Filer/USAddress/AddressLine1Txt0401 S PALM ST
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/ReturnTs02024-09-13T11:21:55-07:00
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
$10,905
Liabilities
-
Net assets
$10,905
Revenue
$4,554
Expenses
$5,057
Net income
-$503
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$13.3$13.3$6.43$4.03$2.41
2024Detailed filing. Detailed filing data is available for this year.$10.9$10.9$4.55$5.06$0.50
2023Detailed filing. Detailed filing data is available for this year.$11.4$11.4$3.97$4.77$0.80
2022Detailed filing. Detailed filing data is available for this year.$12.2$12.2$1.92$4.25$2.34
2021Detailed filing. Detailed filing data is available for this year.$14.5$14.5$0.26$2.98$2.72
2020Detailed filing. Detailed filing data is available for this year.$17.3$17.3$2.64$0.76$1.88