Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

990EZ • Fiscal year 2023 • EIN 95-6207684

Jul 01, 2022 to Jun 30, 2023 • Filed on Mar 14, 2024

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.

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

Liabilities / Revenue

59th percentile

0.00x

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

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

Net Margin

34th percentile

-4.8%

Higher net margin than 34% 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

33rd percentile

-9.3%

Faster asset growth than 33% of similar nonprofits.

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

Revenue Growth

95th percentile

204%

Faster revenue growth than 95% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$36,439

Down $3,718 (-9.3%) from 2022

Net Assets

Down

$36,439

Down $3,718 (-9.3%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin34th percentile

Revenue

Up

$77,353

Up $51,906 (+204%) from 2022

Expenses

Up

$81,071

Up $69,258 (+586%) from 2022

Net Income

Down

-$3,718

Down $17,352 (-127%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth33rd 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

2023

Assets$36,439
Liabilities$0
Net Assets$36,439
Open 2023 Filing

Operations Trend

Revenue Growth95th 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

2023

Revenue$77,353
Expenses$81,071
Net Income-$3,718
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Mar 14, 2024
Return Version
2022v5.0
Gross Receipts
$77,812
Mission and Program Overview

Mission

CHILD ADVOCACY

Program Services

DescriptionGrantsExpenses
STUDENT PROGRAMS/PARENT EDUCATION/ENRICHMENT$0$56,207
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROBERTA LUJANPresidentPT$0--
CHRISTINE ROSALESTreasurerPT$0--
STACY FLUHRERSecretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Popcorn Sales$25,280$25,280-$25,280
Pacific Fundraiser$20,141$20,141-$20,141
Total Events$68,678$68,678$319$68,359
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
Christine Rosales
Title
Treasurer
Phone
5624477551
Signed
2024-03-14
Discuss with paid preparer
Yes

Preparer

Firm
Blue Ribbon CPA PC
Address
5920 Temple City Blvd, Temple City, CA 91780
Preparer
Melody Graham
Phone
6265013900
Supplemental Narrative

Additional Explanations

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

“Description: OFFICE & ADMINSTATIVE EXPENSES. Amount: 24,864.”

Raw XML Appendix173 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/BenefitsPaidToOrForMembersAmt056207
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0CHRISTINE ROSALES
IRS990EZ/BooksInCareOfDetail/PhoneNum05624477551
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt010625 COLE RD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0WHITTIER
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd090604
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt040157
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt036439
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt01048
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-3718
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt040157
IRS990EZ/Form990TotalAssetsGrp/EOYAmt036439
IRS990EZ/FundraisingGrossIncomeAmt076024
IRS990EZ/GrossReceiptsAmt077812
IRS990EZ/GroupExemptionNum00646
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt0740
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt040157
IRS990EZ/NetAssetsOrFundBalancesEOYAmt036439
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt040157
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt036439
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
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/PersonNm0ROBERTA LUJAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1CHRISTINE ROSALES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2STACY FLUHRER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt024864
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0CHILD ADVOCACY
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0STUDENT PROGRAMS/PARENT EDUCATION/ENRICHMENT
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt056207
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SpecialEventsDirectExpensesAmt0459
IRS990EZ/SpecialEventsNetIncomeLossAmt075565
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt081071
IRS990EZ/TotalProgramServiceExpensesAmt056207
IRS990EZ/TotalRevenueAmt077353
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationTrustInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt01001
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt01141
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0949
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt01661
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0527
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt05279
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt056666
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt050461
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt010355
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt071632
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt080706
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt0269820
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0275099
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt057667
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt051602
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt011304
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt073293
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt081233
IRS990ScheduleA/Total509Grp/TotalAmt0275099
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt057667
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt051602
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt011304
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt073293
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt081233
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0275099
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt0319
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0POPCORN SALES
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0PACIFIC FUNDRAISER
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt025280
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt020141
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt023257
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt068678
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt025280
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt020141
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt023257
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt068678
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt068359
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt0319
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt0319
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt02
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description: OFFICE & ADMINSTATIVE EXPENSES. Amount: 24,864.
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/TrustedCustomerCd03
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0CHRISTINE ROSALES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05624477551
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-03-14
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/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0872697492
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Blue Ribbon CPA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05920 Temple City Blvd
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Temple City
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd091780
ReturnHeader/PreparerPersonGrp/PhoneNum06265013900
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MELODY GRAHAM
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02024-03-14T13:05:42-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0CHRISTINE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0ROSALES
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
$36,439
Liabilities
$0
Net assets
$36,439
Revenue
$77,353
Expenses
$81,071
Net income
-$3,718
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