Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

990EZ • Fiscal year 2022 • EIN 95-6207684

Jul 01, 2021 to Jun 30, 2022 • Filed on Nov 08, 2022

Organization ProfileN/A
10625 S Cole RoadWhittier, CA 90604

(562) 944-7077

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

58th percentile

0.00x

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

58th percentile

0.00x

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Net Margin

90th percentile

54%

Higher net margin than 90% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

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.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

60th percentile

8.3%

Faster asset growth than 60% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2022

Revenue Growth

24th percentile

-20%

Faster revenue growth than 24% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2022

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$40,157

Up $5,934 (+17%) from 2020

Net Assets

$40,157

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin90th percentile

Revenue

Down

$25,447

Down $14,107 (-36%) from 2020

Expenses

Down

$11,813

Down $16,110 (-58%) from 2020

Net Income

Up

$13,634

Up $2,003 (+17%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth60th percentile

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

$60K$40K$20K$0Assets 2012: $32,117Liabilities 2012: $0Net Assets 2012: $32,1172012Assets 2013: $31,619Liabilities 2013: $0Net Assets 2013: $31,6192013Assets 2014: $41,886Liabilities 2014: $02014Assets 2015: $39,675Liabilities 2015: $02015Assets 2016: $40,740Liabilities 2016: $02016Assets 2017: $14,955Liabilities 2017: $02017Assets 2018: $11,086Liabilities 2018: $02018Assets 2019: $22,592Liabilities 2019: $02019Assets 2020: $34,223Liabilities 2020: $02020Assets 2022: $40,157Liabilities 2022: $0Net Assets 2022: $40,1572022Assets 2023: $36,439Liabilities 2023: $0Net Assets 2023: $36,4392023Assets 2024: $43,145Liabilities 2024: $0Net Assets 2024: $43,1452024Assets 2025: $34,930Liabilities 2025: $0Net Assets 2025: $34,9302025

Highlighted filing

2022

Assets$40,157
Liabilities$0
Net Assets$40,157
Open 2022 Filing

Operations Trend

Revenue Growth24th percentile

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

$100K$50K$0-$50KRevenue 2012: $24,451Expenses 2012: $23,432Net Income 2012: $1,0192012Revenue 2013: $30,095Expenses 2013: $30,593Net Income 2013: -$4982013Revenue 2014: $37,539Expenses 2014: $27,272Net Income 2014: $10,2672014Revenue 2015: $9,694Expenses 2015: $15,442Net Income 2015: -$5,7482015Revenue 2016: $25,853Expenses 2016: $24,788Net Income 2016: $1,0652016Revenue 2017: $23,043Expenses 2017: $48,828Net Income 2017: -$25,7852017Revenue 2018: $40,325Expenses 2018: $44,194Net Income 2018: -$3,8692018Revenue 2019: $49,253Expenses 2019: $37,747Net Income 2019: $11,5062019Revenue 2020: $39,554Expenses 2020: $27,923Net Income 2020: $11,6312020Revenue 2022: $25,447Expenses 2022: $11,813Net Income 2022: $13,6342022Revenue 2023: $77,353Expenses 2023: $81,071Net Income 2023: -$3,7182023Revenue 2024: $62,580Expenses 2024: $55,874Net Income 2024: $6,7062024Revenue 2025: $47,448Expenses 2025: $55,663Net Income 2025: -$8,2152025

Highlighted filing

2022

Revenue$25,447
Expenses$11,813
Net Income$13,634
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Nov 8, 2022
Return Version
2021v4.2
Gross Receipts
$51,602
Mission and Program Overview

Mission

CHILD ADVOCACY

Program Services

DescriptionGrantsExpenses
STUDENT PROGRAMS/PARENT EDUCATION/ENRICHMENT$0$10,383
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROBERT NIEVESPresidentPT$0--
AMY JO CALDERTreasurer-$0--
REANNA CARTERSecretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Pacific Fundraiser$22,264$22,264$13,387$8,877
Spring Fundraiser$8,914$8,914$4,216$4,698
Total Events$43,053$43,053$23,741$19,312
Filing and Contact Details

Filer

Filer Name
Orchard Dale Elementary School Pta
EIN
95-6207684
Phone
5629447077
Address
10625 S COLE ROAD, WHITTIER, CA 90604

Signing Officer

Name
Amy Jo Calder
Title
Treasurer
Phone
3102373478
Signed
2022-11-08
Discuss with paid preparer
Yes

Preparer

Firm
Melody Graham CPA
Address
13215 E PENN ST 202, WHITTIER, CA 90602
Preparer
Melody Graham
Phone
5626986762
Supplemental Narrative

Additional Explanations

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

“Description: office & adminstative expenses. Amount: 1,430.”

Raw XML Appendix176 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/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BenefitsPaidToOrForMembersAmt010383
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0AMY JO CALDER
IRS990EZ/BooksInCareOfDetail/PhoneNum03102373478
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt010625 COLE RD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0WHITTIER
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd090604
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt026523
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt040157
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/CntrctRcvdGreaterThan100KCnt00
IRS990EZ/ContributionsGiftsGrantsEtcAmt0295
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt013634
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt026523
IRS990EZ/Form990TotalAssetsGrp/EOYAmt040157
IRS990EZ/FundraisingGrossIncomeAmt050441
IRS990EZ/GrossReceiptsAmt051602
IRS990EZ/GroupExemptionNum00646
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt0846
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt026523
IRS990EZ/NetAssetsOrFundBalancesEOYAmt040157
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt026523
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt040157
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt13.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt23.00
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/PersonNm0ROBERT NIEVES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1AMY JO CALDER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2REANNA CARTER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherEmployeePaidOver100kCnt00
IRS990EZ/OtherExpensesTotalAmt01430
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0CHILD ADVOCACY
IRS990EZ/ProgramServiceRevenueAmt020
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0STUDENT PROGRAMS/PARENT EDUCATION/ENRICHMENT
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt010383
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SpecialEventsDirectExpensesAmt026155
IRS990EZ/SpecialEventsNetIncomeLossAmt024286
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt011813
IRS990EZ/TotalProgramServiceExpensesAmt010383
IRS990EZ/TotalRevenueAmt025447
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationTrustInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt01141
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0949
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt01661
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0527
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0681
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt04959
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt010788
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt010788
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt050461
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt010355
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt071632
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt080706
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt062696
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt0275850
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0291597
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt051602
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt011304
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt073293
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt081233
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt074165
IRS990ScheduleA/Total509Grp/TotalAmt0291597
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt051602
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt011304
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt073293
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt081233
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt074165
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0291597
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt023741
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0PACIFIC FUNDRAISER
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0SPRING FUNDRAISER
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt022264
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt08914
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt011875
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt043053
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt022264
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt08914
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt011875
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt043053
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt019312
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt06138
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt023741
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt013387
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt04216
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt02
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: OFFICE & ADMINSTATIVE EXPENSES. AMOUNT: 1,430.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0AMY JO CALDER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum03102373478
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ORCHARD DALE ELEMENTARY SCHOOL PTA
ReturnHeader/Filer/BusinessNameControlTxt0ORCH
ReturnHeader/Filer/EIN0956207684
ReturnHeader/Filer/PhoneNum05629447077
ReturnHeader/Filer/USAddress/AddressLine1Txt010625 S COLE ROAD
ReturnHeader/Filer/USAddress/CityNm0WHITTIER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd090604
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0954441800
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MELODY GRAHAM CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt013215 E PENN ST 202
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WHITTIER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd090602
ReturnHeader/PreparerPersonGrp/PhoneNum05626986762
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MELODY GRAHAM
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02022-11-15T10:52:39-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0AMY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0JO CALDER
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$40,157
Liabilities
$0
Net assets
$40,157
Revenue
$25,447
Expenses
$11,813
Net income
$13,634
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$34.9$0.00$34.9$47.4$55.7$8.22
2024Detailed filing. Detailed filing data is available for this year.$43.1$0.00$43.1$62.6$55.9$6.71
2023Detailed filing. Detailed filing data is available for this year.$36.4$0.00$36.4$77.4$81.1$3.72
2022Detailed filing. Detailed filing data is available for this year.$40.2$0.00$40.2$25.4$11.8$13.6
2020Summary only. Only limited summary data is available for this year.$34.2$0.00$39.6$27.9$11.6
2019Summary only. Only limited summary data is available for this year.$22.6$0.00$49.3$37.7$11.5
2018Summary only. Only limited summary data is available for this year.$11.1$0.00$40.3$44.2$3.87
2017Summary only. Only limited summary data is available for this year.$15.0$0.00$23.0$48.8$25.8
2016Summary only. Only limited summary data is available for this year.$40.7$0.00$25.9$24.8$1.07
2015Summary only. Only limited summary data is available for this year.$39.7$0.00$9.69$15.4$5.75
2014Summary only. Only limited summary data is available for this year.$41.9$0.00$37.5$27.3$10.3
2013Summary only. Only limited summary data is available for this year.$31.6$0.00$31.6$30.1$30.6$0.50
2012Summary only. Only limited summary data is available for this year.$32.1$0.00$32.1$24.5$23.4$1.02