Civic Intelligence

PTA California Congress of Parents

EIN 95-6207576 • 501(c)3 • Long Beach, CA

Profile

To provide programs for students, teachers, and parents through fundraising.

3720 Canehill AveLong Beach, CA 90808

www.patrickhenry-pta.com

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

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

Liabilities / Revenue

62nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

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

Net Margin

67th percentile

13%

Higher net margin than 67% of similar nonprofits.

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

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 2023

Asset Growth

77th percentile

23%

Faster asset growth than 77% of similar nonprofits.

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

Revenue Growth

92nd percentile

109%

Faster revenue growth than 92% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets60th percentile

Assets

Up

$64,416

Up $11,984 (+23%) from 2022

Liabilities

Flat

$0

Flat from 2022

Net Assets

Up

$64,416

Up $11,984 (+23%) from 2022

Operations
Liabilities / Revenue62nd percentileNet Margin67th percentile

Revenue

Up

$91,929

Up $47,968 (+109%) from 2022

Expenses

Up

$79,822

Up $54,598 (+216%) from 2022

Net Income

Down

$12,107

Down $6,630 (-35%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth77th percentile

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

$80K$60K$40K$20K$0Assets 2011: $25,824Net Assets 2011: $25,8242011Assets 2012: $53,590Net Assets 2012: $53,5902012Assets 2013: $48,459Liabilities 2013: $02013Assets 2014: $50,996Net Assets 2014: $50,9962014Assets 2015: $39,888Net Assets 2015: $39,8882015Assets 2016: $36,060Net Assets 2016: $36,0602016Assets 2017: $46,533Net Assets 2017: $46,5332017Assets 2018: $54,740Net Assets 2018: $54,7402018Assets 2019: $44,353Liabilities 2019: $0Net Assets 2019: $44,3532019Assets 2020: $7,825Liabilities 2020: $0Net Assets 2020: $7,8252020Assets 2021: $33,695Liabilities 2021: $0Net Assets 2021: $33,6952021Assets 2022: $52,432Liabilities 2022: $0Net Assets 2022: $52,4322022Assets 2023: $64,416Liabilities 2023: $0Net Assets 2023: $64,4162023

Highlighted filing

2023

Assets$64,416
Liabilities$0
Net Assets$64,416
Open 2023 Filing

Operations Trend

Revenue Growth92nd percentile

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

$150K$100K$50K$0-$50KRevenue 2011: $61,754Expenses 2011: $59,941Net Income 2011: $1,8132011Revenue 2012: $82,993Expenses 2012: $55,227Net Income 2012: $27,7662012Revenue 2013: $89,673Expenses 2013: $94,804Net Income 2013: -$5,1312013Revenue 2014: $86,990Expenses 2014: $84,453Net Income 2014: $2,5372014Revenue 2015: $65,790Expenses 2015: $76,898Net Income 2015: -$11,1082015Revenue 2016: $70,328Expenses 2016: $72,830Net Income 2016: -$2,5022016Revenue 2017: $77,351Expenses 2017: $66,878Net Income 2017: $10,4732017Revenue 2018: $99,270Expenses 2018: $91,063Net Income 2018: $8,2072018Revenue 2019: $101,858Expenses 2019: $99,621Net Income 2019: $2,2372019Revenue 2020: $113,425Expenses 2020: $149,953Net Income 2020: -$36,5282020Revenue 2021: $35,900Expenses 2021: $9,443Net Income 2021: $26,4572021Revenue 2022: $43,961Expenses 2022: $25,224Net Income 2022: $18,7372022Revenue 2023: $91,929Expenses 2023: $79,822Net Income 2023: $12,1072023

Highlighted filing

2023

Revenue$91,929
Expenses$79,822
Net Income$12,107
Open 2023 Filing

Filings

Most recent year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$64,416
Liabilities
$0
Net assets
$64,416
Revenue
$91,929
Expenses
$79,822
Net income
$12,107
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$0.64$0.00$0.64$0.92$0.80$0.12
2022Detailed filing. Detailed filing data is available for this year.$0.52$0.00$0.52$0.44$0.25$0.19
2021Detailed filing. Detailed filing data is available for this year.$0.34$0.00$0.34$0.36$0.09$0.26
2020Detailed filing. Detailed filing data is available for this year.$0.08$0.00$0.08$1.13$1.50$0.37
2019Detailed filing. Detailed filing data is available for this year.$0.44$0.00$0.44$1.02$1.00$0.02
2018Detailed filing. Detailed filing data is available for this year.$0.55$0.55$0.99$0.91$0.08
2017Detailed filing. Detailed filing data is available for this year.$0.47$0.47$0.77$0.67$0.10
2016Detailed filing. Detailed filing data is available for this year.$0.36$0.36$0.70$0.73$0.03
2015Detailed filing. Detailed filing data is available for this year.$0.40$0.40$0.66$0.77$0.11
2014Detailed filing. Detailed filing data is available for this year.$0.51$0.51$0.87$0.84$0.03
2013Summary only. Only limited summary data is available for this year.$0.48$0.00$0.90$0.95$0.05
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.54$0.54$0.83$0.55$0.28
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.26$0.26$0.62$0.60$0.02
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Nov 25, 2023
Return Version
2022v5.0
Gross Receipts
$97,366
Mission and Program Overview

Mission

To provide a PTA for Patrick Henry Elementary School in Long Beach, CA

To provide programs for students, teachers, and parents through fundraising.

Program Services

DescriptionGrantsExpenses
HOSPITALITY$0$0
COMMUNITY EVENTS$0$0
SPIRIT WEAR EXPENSES$0$0
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARIA MENOLDPresident-$0--
AMBER VERA MENDOZAVice President-$0--
IRMA QUEZADATreasurer-$0--
PRECIOUS GRACE SANDOVALRecording Secretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Jog-a-thon$49,752$49,752$2,442$47,310
Read-a-thon$20,182$20,182$1,889$18,293
Total Events$71,419$71,419$5,437$65,982
Filing and Contact Details

Filer

Filer Name
Pta California Congress of Parents
EIN
95-6207576
Phone
5624213754
Address
3720 CANEHILL AVE, LONG BEACH, CA 90808

Signing Officer

Name
Irma Quezada
Title
Treasurer
Phone
5624213754
Signed
2023-11-25
Discuss with paid preparer
Yes

Preparer

Firm
WNR CPA'S INC
Address
6615 E PACIFIC COAST HWY STE 150, LONG BEACH, CA 90803
Preparer
John D Williams
Phone
5624238777
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: student programs. Amount: 65,042. Description: organizational expenses. Amount: 8,005. Description: non unit expense. Amount: 6,775. Total to form 990-ez, line 16: 79,822.”

Raw XML Appendix184 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
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IRS990EZ/BooksInCareOfDetail/PersonNm0IRMA QUEZADA
IRS990EZ/BooksInCareOfDetail/PhoneNum05624213754
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt03720 CANEHILL AVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0LONG BEACH
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0908082201
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt052309
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt064416
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt0842
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt012107
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IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt052309
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IRS990EZ/FundraisingGrossIncomeAmt071419
IRS990EZ/GrossReceiptsAmt097366
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt01543
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt052309
IRS990EZ/NetAssetsOrFundBalancesEOYAmt064416
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt052309
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt064416
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt03.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt13.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt23.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt33.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MARIA MENOLD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1AMBER VERA MENDOZA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2IRMA QUEZADA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3PRECIOUS GRACE SANDOVAL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3RECORDING SECRETARY
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt079822
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE PROGRAMS FOR STUDENTS, TEACHERS, AND PARENTS THROUGH FUNDRAISING.
IRS990EZ/ProgramServiceRevenueAmt023562
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0HOSPITALITY
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1COMMUNITY EVENTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2SPIRIT WEAR EXPENSES
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt20
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt20
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SpecialEventsDirectExpensesAmt05437
IRS990EZ/SpecialEventsNetIncomeLossAmt065982
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt079822
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt091929
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.PATRICKHENRY-PTA.COM
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt02386
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt01130
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt01574
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt010107
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt02145
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt017342
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt079186
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt035787
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt09868
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0132208
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
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IRS990ScheduleA/PublicSupportTotal509Amt0149550
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt081572
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt036917
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt08941
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt019975
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt02145
IRS990ScheduleA/Total509Grp/TotalAmt0149550
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt081572
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IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0149550
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt05437
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0JOG-A-THON
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0READ-A-THON
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt049752
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt020182
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt01485
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt071419
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt049752
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt020182
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt01485
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IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt065982
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt01106
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IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt02442
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt01889
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: STUDENT PROGRAMS. AMOUNT: 65,042. DESCRIPTION: ORGANIZATIONAL EXPENSES. AMOUNT: 8,005. DESCRIPTION: NON UNIT EXPENSE. AMOUNT: 6,775. TOTAL TO FORM 990-EZ, LINE 16: 79,822.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0IRMA QUEZADA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05624213754
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA CALIFORNIA CONGRESS OF PARENTS
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0TEACHERS & STUDENTS INC P HENRY ELEM PTA
ReturnHeader/Filer/BusinessNameControlTxt0PTAC
ReturnHeader/Filer/EIN0956207576
ReturnHeader/Filer/PhoneNum05624213754
ReturnHeader/Filer/USAddress/AddressLine1Txt03720 CANEHILL AVE
ReturnHeader/Filer/USAddress/CityNm0LONG BEACH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd090808
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0874648603
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd090803
ReturnHeader/PreparerPersonGrp/PhoneNum05624238777
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN D WILLIAMS
ReturnHeader/ReturnTs02023-11-27T19:21:16-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0IRMA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0QUEZADA
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

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