Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

990EZ • Fiscal year 2020 • EIN 95-6208112

Jul 01, 2019 to Jun 30, 2020 • Filed on Nov 12, 2020

Organization Profilewww.margueritapta.org
1603 S Marguerita AveAlhambra, CA 91803

(323) 336-3689

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 2020

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2020

Net Margin

52nd percentile

6.4%

Higher net margin than 52% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2020

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2020

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Flat

$37,247

Flat from 2020

Net Assets

$37,247

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin52nd percentile

Revenue

Flat

$50,145

Flat from 2020

Expenses

Flat

$46,911

Flat from 2020

Net Income

Flat

$3,234

Flat from 2020

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$40K$30K$20K$10K$0Assets 2020: $37,247Net Assets 2020: $37,2472020Assets 2020: $37,247Liabilities 2020: $02020Assets 2021: $11,705Net Assets 2021: $11,7052021Assets 2022: $12,828Net Assets 2022: $12,8282022Assets 2024: $8,085Net Assets 2024: $8,0852024Assets 2025: $5,396Net Assets 2025: $5,3962025

Highlighted filing

2020

Assets$37,247
Liabilities-
Net Assets$37,247
Open 2020 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$100K$50K$0-$50KRevenue 2020: $50,145Expenses 2020: $46,911Net Income 2020: $3,2342020Revenue 2020: $50,145Expenses 2020: $46,911Net Income 2020: $3,2342020Revenue 2021: $34,397Expenses 2021: $59,939Net Income 2021: -$25,5422021Revenue 2022: $5,274Expenses 2022: $4,151Net Income 2022: $1,1232022Revenue 2024: $15,398Expenses 2024: $16,194Net Income 2024: -$7962024Revenue 2025: $18,793Expenses 2025: $21,482Net Income 2025: -$2,6892025

Highlighted filing

2020

Revenue$50,145
Expenses$46,911
Net Income$3,234
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Nov 12, 2020
Return Version
2019v5.0
Gross Receipts
$72,638
Mission and Program Overview

Mission

Provide public school support

Program Services

DescriptionGrantsExpenses
Provide Public School support for Marguerita Elementary School$46,911-
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Catherine WongTreasurer-$0--
Janet TooheyPresident-$0--
Ingrid SatoPresident-$0--
Alysia SeligmanSecretary-$0--
Teresa YbarraVP Of Programs-$0--
Stacy DuboisVP Fundraisers-$0--
Jen Lin TaingVP Fundraisers-$0--
Stephanie ToVP Publicity-$0--
Karen FungVP Hospitality-$0--
Allison MinamiFincial Secrtry-$0--
Nora HernandezAuditor-$0--
Cindy HoHistorian-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Jog A Thon$44,254$44,254$9,503$34,751
Fall Carnival$10,187$10,187$8,914$1,273
Total Events$54,441$54,441$18,417$36,024
Filing and Contact Details

Filer

Filer Name
Marguerita Elementary PTA Inc
EIN
95-6208112
Address
1603 S Marguerita Ave, Alhambra, CA 91803

Signing Officer

Name
Catherine Wong
Title
Treasurer
Signed
2020-11-12
Discuss with paid preparer
Yes

Preparer

Firm
Crystal Hirose CPA Inc
Address
11 E ADAMS AVE, ALHAMBRA, CA 91801-4802
Preparer
Crystal Hirose CPA
Phone
6262849499
Supplemental Narrative

Additional Explanations

Other Expenses.1001

“Advertising and Promotion $61”

Other Expenses.1002

“Office Expenses $146”

Other Expenses.1012

“Insurance $232”

Other Expenses.1

“Field Trips $13500”

Other Expenses.2

“Classroom Supplies $10500”

Other Expenses.3

“Assemblies/Educational Program $9334”

Other Expenses.4

“Special Programs $4833”

Other Expenses.5

“8th Grade Promotion $3000”

Other Expenses.6

“Student Awards $2504”

Other Expenses.7

“Hospitality $1183”

Other Expenses.8

“Family Engagements $850”

Other Expenses.9

“Founders Day $500”

Other Expenses.10

“Council/District PTA Workshop $174”

Other Expenses.11

“Bank Charges $66”

Other Expenses.12

“Association Donations $28”

Raw XML Appendix198 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/PhoneNum03233363689
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01603 S Marguerita Ave
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Alhambra
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd091803
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt034013
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IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt05732
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt03234
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
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IRS990EZ/FundraisingGrossIncomeAmt066299
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IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0607
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt034013
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IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt034013
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt03.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt13.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt23.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt43.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt63.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt73.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt83.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt93.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt103.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt113.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Catherine Wong
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Janet Toohey
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Ingrid Sato
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Alysia Seligman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Teresa Ybarra
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Stacy Dubois
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Jen Lin Taing
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Stephanie To
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8Karen Fung
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9Allison Minami
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10Nora Hernandez
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11Cindy Ho
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4VP of Programs
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5VP Fundraisers
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6VP Fundraisers
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7VP Publicity
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8VP Hospitality
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9Fincial Secrtry
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10Auditor
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11Historian
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt046911
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Provide public school support
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Provide Public School support for Marguerita Elementary School
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt046911
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt022493
IRS990EZ/SpecialEventsNetIncomeLossAmt043806
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt046911
IRS990EZ/TotalProgramServiceExpensesAmt046911
IRS990EZ/TotalRevenueAmt050145
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0www.margueritapta.org
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt06339
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt01495
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt07834
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.00000
IRS990ScheduleA/PublicSupportTotal170Amt07834
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt06339
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt01495
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt07834
IRS990ScheduleA/TotalSupportAmt07834
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt018417
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Jog A Thon
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Fall Carnival
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt044254
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt010187
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt054441
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt044254
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt010187
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt054441
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt036024
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt018417
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt09503
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt08914
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Advertising and Promotion $61
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Expenses $146
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Insurance $232
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Field Trips $13500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Classroom Supplies $10500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Assemblies/Educational Program $9334
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Special Programs $4833
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt78th Grade Promotion $3000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Student Awards $2504
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Hospitality $1183
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Family Engagements $850
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Founders Day $500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Council/District PTA Workshop $174
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Bank Charges $66
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14Association Donations $28
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Expenses.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Other Expenses.10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Other Expenses.11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Other Expenses.12
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Catherine Wong
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Marguerita Elementary PTA Inc
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0Marguerita Parent Teacher Association
ReturnHeader/Filer/BusinessNameControlTxt0MARG
ReturnHeader/Filer/EIN0956208112
ReturnHeader/Filer/USAddress/AddressLine1Txt01603 S Marguerita Ave
ReturnHeader/Filer/USAddress/CityNm0Alhambra
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd091803
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0954717812
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CRYSTAL HIROSE CPA INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt011 E ADAMS AVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ALHAMBRA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0918014802
ReturnHeader/PreparerPersonGrp/PhoneNum06262849499
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Crystal Hirose CPA
ReturnHeader/ReturnTs02020-11-14T16:08:16-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$37,247
Liabilities
-
Net assets
$37,247
Revenue
$50,145
Expenses
$46,911
Net income
$3,234
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.40$5.40$18.8$21.5$2.69
2024Detailed filing. Detailed filing data is available for this year.$8.09$8.09$15.4$16.2$0.80
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$12.8$12.8$5.27$4.15$1.12
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$11.7$11.7$34.4$59.9$25.5
2020Detailed filing. Detailed filing data is available for this year.$37.2$37.2$50.1$46.9$3.23
2020Summary only. Only limited summary data is available for this year.$37.2$0.00$50.1$46.9$3.23
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2020 filings • 501(c)3 • <$500k nonprofits