Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

990EZ • Fiscal year 2023 • EIN 95-6207465

Jul 01, 2022 to Jun 30, 2023 • Filed on Oct 23, 2023

Organization ProfileN/A
5223 E Bigelow StLakewood, CA 90712

(714) 318-5009

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

97th percentile

91%

Higher net margin than 97% of similar nonprofits.

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

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% 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

60th percentile

6.9%

Faster asset growth than 60% of similar nonprofits.

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

Revenue Growth

62nd percentile

16%

Faster revenue growth than 62% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$28,809

Up $1,869 (+6.9%) from 2022

Net Assets

$28,809

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin97th percentile

Revenue

Up

$73,555

Up $10,164 (+16%) from 2022

Expenses

Down

$6,520

Down $47,672 (-88%) from 2022

Net Income

Up

$67,035

Up $57,836 (+629%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth60th percentile

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

$40K$30K$20K$10K$0Assets 2013: $25,095Liabilities 2013: $02013Assets 2014: $11,807Liabilities 2014: $02014Assets 2015: $13,792Liabilities 2015: $02015Assets 2016: $8,539Liabilities 2016: $02016Assets 2017: $17,960Liabilities 2017: $02017Assets 2018: $20,593Liabilities 2018: $02018Assets 2019: $23,856Liabilities 2019: $02019Assets 2020: $10,293Liabilities 2020: $02020Assets 2021: $26,940Net Assets 2021: $26,9402021Assets 2022: $26,940Liabilities 2022: $02022Assets 2023: $28,809Net Assets 2023: $28,8092023Assets 2024: $30,782Net Assets 2024: $30,7822024Assets 2025: $15,675Net Assets 2025: $15,6752025

Highlighted filing

2023

Assets$28,809
Liabilities-
Net Assets$28,809
Open 2023 Filing

Operations Trend

Revenue Growth62nd percentile

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

$100K$50K$0-$50KRevenue 2013: $61,695Expenses 2013: $61,798Net Income 2013: -$1032013Revenue 2014: $52,352Expenses 2014: $65,640Net Income 2014: -$13,2882014Revenue 2015: $46,190Expenses 2015: $44,207Net Income 2015: $1,9832015Revenue 2016: $59,683Expenses 2016: $62,576Net Income 2016: -$2,8932016Revenue 2017: $65,801Expenses 2017: $56,380Net Income 2017: $9,4212017Revenue 2018: $66,236Expenses 2018: $63,603Net Income 2018: $2,6332018Revenue 2019: $60,288Expenses 2019: $57,025Net Income 2019: $3,2632019Revenue 2020: $54,530Expenses 2020: $68,093Net Income 2020: -$13,5632020Revenue 2021: $63,391Expenses 2021: $54,192Net Income 2021: $9,1992021Revenue 2022: $63,391Expenses 2022: $54,192Net Income 2022: $9,1992022Revenue 2023: $73,555Expenses 2023: $6,520Net Income 2023: $67,0352023Revenue 2024: $67,620Expenses 2024: $3,283Net Income 2024: $64,3372024Revenue 2025: $56,056Expenses 2025: $71,163Net Income 2025: -$15,1072025

Highlighted filing

2023

Revenue$73,555
Expenses$6,520
Net Income$67,035
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Oct 23, 2023
Return Version
2022v5.0
Gross Receipts
$97,537
Mission and Program Overview

Mission

SUPPORT OF STUDENTS

Program Services

DescriptionGrantsExpenses
DIRECT BENEFIT TO STUDENTS TO REDUCE OR ELIMINATE FEESFOR YEARBOOKS, STUDENT BODY CARDS, DANCES, MEALS, ETC$0$64,674
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
GINA WHISNERPresidentPT$0--
CHRISTINA LOPEZFirst VPPT$0--
ERICA VARGASSecond VPPT$0--
BRIDGET GAUTHIERSecretaryPT$0--
MARITZA OZIERTreasurerPT$0--
Filing and Contact Details

Filer

Filer Name
Stephen Foster Elementary School Pta
EIN
95-6207465
Phone
7143185009
Address
5223 E BIGELOW ST, LAKEWOOD, CA 90712

Signing Officer

Name
Toni Woods
Title
Treasurer
Phone
7143185009
Signed
2023-10-23

Preparer

Firm
Falk Tax Service
Address
9850 Garfield Ave SP 79, Huntington Beach, CA 92646
Preparer
Richard Falk
Phone
7145930828
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 16

“Organizational expenses 6520.”

Raw XML Appendix161 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/PersonNm0TONI WOODS
IRS990EZ/BooksInCareOfDetail/PhoneNum07143185009
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt04519 ASHWORTH ST
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0LAKEWOOD
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd090712
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt026940
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt028809
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt012015
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt067035
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt026940
IRS990EZ/Form990TotalAssetsGrp/EOYAmt028809
IRS990EZ/FundraisingGrossIncomeAmt065664
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt097537
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt01174
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt026940
IRS990EZ/NetAssetsOrFundBalancesEOYAmt028809
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt026940
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt028809
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt35.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt45.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0GINA WHISNER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1CHRISTINA LOPEZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ERICA VARGAS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3BRIDGET GAUTHIER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4MARITZA OZIER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1FIRST VP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECOND VP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt0-65166
IRS990EZ/OtherExpensesTotalAmt06520
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SUPPORT OF STUDENTS
IRS990EZ/ProgramServiceRevenueAmt018684
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0DIRECT BENEFIT TO STUDENTS TO REDUCE OR ELIMINATE FEESFOR YEARBOOKS, STUDENT BODY CARDS, DANCES, MEALS, ETC
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt064674
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt023982
IRS990EZ/SpecialEventsNetIncomeLossAmt041682
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt06520
IRS990EZ/TotalProgramServiceExpensesAmt064674
IRS990EZ/TotalRevenueAmt073555
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt097537
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt063391
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt027518
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt066829
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt084020
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0339295
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0339295
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt097537
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt063391
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt027518
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt066829
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt084020
IRS990ScheduleA/Total509Grp/TotalAmt0339295
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0339295
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ORGANIZATIONAL EXPENSES 6520.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 16
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0TONI WOODS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07143185009
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-10-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0STEPHEN FOSTER ELEMENTARY SCHOOL PTA
ReturnHeader/Filer/BusinessNameControlTxt0STEP
ReturnHeader/Filer/EIN0956207465
ReturnHeader/Filer/PhoneNum07143185009
ReturnHeader/Filer/USAddress/AddressLine1Txt05223 E BIGELOW ST
ReturnHeader/Filer/USAddress/CityNm0LAKEWOOD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd090712
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0FALK TAX SERVICE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt09850 Garfield Ave SP 79
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Huntington Beach
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092646
ReturnHeader/PreparerPersonGrp/PhoneNum07145930828
ReturnHeader/PreparerPersonGrp/PreparationDt02023-11-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RICHARD FALK
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02023-11-14T10:09:30-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0TONI
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0WOODS
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
$28,809
Liabilities
-
Net assets
$28,809
Revenue
$73,555
Expenses
$6,520
Net income
$67,035
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$15.7$15.7$56.1$71.2$15.1
2024Detailed filing. Detailed filing data is available for this year.$30.8$30.8$67.6$3.28$64.3
2023Detailed filing. Detailed filing data is available for this year.$28.8$28.8$73.6$6.52$67.0
2022Summary only. Only limited summary data is available for this year.$26.9$0.00$63.4$54.2$9.20
2021Detailed filing. Detailed filing data is available for this year.$26.9$26.9$63.4$54.2$9.20
2020Summary only. Only limited summary data is available for this year.$10.3$0.00$54.5$68.1$13.6
2019Summary only. Only limited summary data is available for this year.$23.9$0.00$60.3$57.0$3.26
2018Summary only. Only limited summary data is available for this year.$20.6$0.00$66.2$63.6$2.63
2017Summary only. Only limited summary data is available for this year.$18.0$0.00$65.8$56.4$9.42
2016Summary only. Only limited summary data is available for this year.$8.54$0.00$59.7$62.6$2.89
2015Summary only. Only limited summary data is available for this year.$13.8$0.00$46.2$44.2$1.98
2014Summary only. Only limited summary data is available for this year.$11.8$0.00$52.4$65.6$13.3
2013Summary only. Only limited summary data is available for this year.$25.1$0.00$61.7$61.8$0.10