Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

990EZ • Fiscal year 2024 • EIN 95-6208328

Jul 01, 2023 to Jun 30, 2024 • Filed on Nov 11, 2024

Organization ProfileWWW.RIOVISTASCHOOL.ORG
310 N Rio Vista StreetAnaeim, CA 92806

(714) 986-7240

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 2024

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2024

Net Margin

9th percentile

-52%

Higher net margin than 9% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

10th percentile

-56%

Faster asset growth than 10% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

8th percentile

-61%

Faster revenue growth than 8% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$15,858

Down $20,561 (-56%) from 2023

Net Assets

Down

$15,858

Down $20,561 (-56%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin9th percentile

Revenue

Down

$39,808

Down $62,224 (-61%) from 2023

Expenses

Down

$60,369

Down $20,711 (-26%) from 2023

Net Income

Down

-$20,561

Down $41,513 (-198%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth10th percentile

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

$40K$30K$20K$10K$0Assets 2011: $4,380Liabilities 2011: $02011Assets 2015: $0Liabilities 2015: $02015Assets 2017: $10,140Net Assets 2017: $10,1402017Assets 2018: $13,851Net Assets 2018: $13,8512018Assets 2019: $29,832Net Assets 2019: $29,8322019Assets 2020: $24,608Net Assets 2020: $24,6082020Assets 2023: $36,419Net Assets 2023: $36,4192023Assets 2024: $15,858Net Assets 2024: $15,8582024Assets 2025: $19,182Net Assets 2025: $19,1822025

Highlighted filing

2024

Assets$15,858
Liabilities-
Net Assets$15,858
Open 2024 Filing

Operations Trend

Revenue Growth8th percentile

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

$150K$100K$50K$0-$50KRevenue 2011: $41,772Expenses 2011: $46,137Net Income 2011: -$4,3652011Revenue 2015: $0Expenses 2015: $0Net Income 2015: $02015Revenue 2017: $15,574Expenses 2017: $16,410Net Income 2017: -$8362017Revenue 2018: $11,667Expenses 2018: $13,412Net Income 2018: -$1,7452018Revenue 2019: $61,103Expenses 2019: $45,122Net Income 2019: $15,9812019Revenue 2020: $45,126Expenses 2020: $50,350Net Income 2020: -$5,2242020Revenue 2023: $102,032Expenses 2023: $81,080Net Income 2023: $20,9522023Revenue 2024: $39,808Expenses 2024: $60,369Net Income 2024: -$20,5612024Revenue 2025: $52,886Expenses 2025: $49,562Net Income 2025: $3,3242025

Highlighted filing

2024

Revenue$39,808
Expenses$60,369
Net Income-$20,561
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Nov 11, 2024
Return Version
2023v5.1
Gross Receipts
$47,480
Mission and Program Overview

Mission

The organization's purpose is to positively impact the lives of all children and families by providing services, equipment and educational programs and supplies in support and enhancement of quality education and pride in our school and community.

The organization's purpose is to positively impact the lives of all children and families by providing services, equipment and educational programs and supplies in support and enchancement of quality education and pride in our school and community.

Program Services

DescriptionGrantsExpenses
TEACHER AND STAFF SUPPORT AND APPRECIATION, PROGRAMS SUCH AS PBIS AND RED RIBBON AND OTHER SCHOOL PROGRAMS TO ENCOURAGE AND SUPPORT OUR SCHOOL MISSION AND OUR STUDENTS.-$43,086
FACILITATE AND COORDINATE A BOOK FAIR, YEARBOOKS, DRAMA PRODUCTIONS, SCIENCE CAMP AND PROMOTE COLLEGE ATTENDANCE TO ENCHANCE LEARNING, SCHOOL SPIRIT AND FAMILY AND COMMUNITY INTERACTION.-$12,017
PROVIDE ASSEMBLIES AND FIELD TRIPS THAT ENHANCE THE CHILDREN'S EDUCATION OPPORTUNITIES AND EXPERIENCES.-$1,135
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
STEPHANIE ANAYAPresidentPT$0--
DOLORES NATALY NAVARROExec VPPT$0--
ERICA ROWANTreasurerPT$0--
ALISHA GILPINFin ReviewerPT$0--
MELISSA BARRIGASecretaryPT$0--
PRISCILLA MYLESParliamentarianPT$0--
ELIZABETH RODRIGUEZHistorianPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fall and Spring Fundraiser$11,623$11,623$6,786$4,837
Total Events$11,623$11,623$6,786$4,837
Filing and Contact Details

Filer

Filer Name
Pta Rio Vista Elementary School
EIN
95-6208328
Phone
7149867240
Address
310 N RIO VISTA STREET, ANAEIM, CA 92806

Signing Officer

Name
Stephanie Anaya
Title
President
Signed
2024-11-11
Discuss with paid preparer
Yes

Preparer

Firm
Michael C Agresti CPA
Address
17342 STAFFORD CIR, YORBA LINDA, CA 92886
Preparer
Michael C Agresti
Phone
7143213680
Supplemental Narrative

Additional Explanations

Other Revenue.1

“OTHER REVENUE $2910”

Other Revenue.2

“Pta remittance to council $407”

Other Expenses.1

“PROGRAM EXPENSES $56238”

Other Expenses.2

“OPERATING EXPENSES $3723”

Other Expenses.3

“Pta membership remittance $408”

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.

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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0ANAHEIM
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0STEPHANIE ANAYA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DOLORES NATALY NAVARRO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ERICA ROWAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ALISHA GILPIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4MELISSA BARRIGA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5PRISCILLA MYLES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6ELIZABETH RODRIGUEZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1EXEC VP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3FIN REVIEWER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5PARLIAMENTARIAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6HISTORIAN
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt060369
IRS990EZ/OtherRevenueTotalAmt03317
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0THE ORGANIZATION'S PURPOSE IS TO POSITIVELY IMPACT THE LIVES OF ALL CHILDREN AND FAMILIES BY PROVIDING SERVICES, EQUIPMENT AND EDUCATIONAL PROGRAMS AND SUPPLIES IN SUPPORT AND ENCHANCEMENT OF QUALITY EDUCATION AND PRIDE IN OUR SCHOOL AND COMMUNITY.
IRS990EZ/ProgramServiceRevenueAmt024759
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TEACHER AND STAFF SUPPORT AND APPRECIATION, PROGRAMS SUCH AS PBIS AND RED RIBBON AND OTHER SCHOOL PROGRAMS TO ENCOURAGE AND SUPPORT OUR SCHOOL MISSION AND OUR STUDENTS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1FACILITATE AND COORDINATE A BOOK FAIR, YEARBOOKS, DRAMA PRODUCTIONS, SCIENCE CAMP AND PROMOTE COLLEGE ATTENDANCE TO ENCHANCE LEARNING, SCHOOL SPIRIT AND FAMILY AND COMMUNITY INTERACTION.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2PROVIDE ASSEMBLIES AND FIELD TRIPS THAT ENHANCE THE CHILDREN'S EDUCATION OPPORTUNITIES AND EXPERIENCES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt043086
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt112017
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt21135
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt07672
IRS990EZ/SpecialEventsNetIncomeLossAmt08138
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt060369
IRS990EZ/TotalProgramServiceExpensesAmt056238
IRS990EZ/TotalRevenueAmt039808
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0WWW.RIOVISTASCHOOL.ORG
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt01593
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt052707
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt039347
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt033013
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt011922
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0138582
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt045887
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt060786
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt039334
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0146007
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0284589
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt047480
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0113493
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt039347
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt033013
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt051256
IRS990ScheduleA/Total509Grp/TotalAmt0284589
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt047480
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0113493
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt033013
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt051256
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0284589
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt06786
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0FALL AND SPRING FUNDRAISER
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt011623
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt011623
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt011623
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt011623
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt04837
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt06786
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt06786
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0OTHER REVENUE $2910
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PTA REMITTANCE TO COUNCIL $407
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PROGRAM EXPENSES $56238
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3OPERATING EXPENSES $3723
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4PTA MEMBERSHIP REMITTANCE $408
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Revenue.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Revenue.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.3
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0STEPHANIE ANAYA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA RIO VISTA ELEMENTARY SCHOOL
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CA CONGRESS OF PARENTS TEACHERS STUDENTS
ReturnHeader/Filer/BusinessNameControlTxt0PTAR
ReturnHeader/Filer/EIN0956208328
ReturnHeader/Filer/PhoneNum07149867240
ReturnHeader/Filer/USAddress/AddressLine1Txt0310 N RIO VISTA STREET
ReturnHeader/Filer/USAddress/CityNm0ANAEIM
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092806
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MICHAEL C AGRESTI CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt017342 STAFFORD CIR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0YORBA LINDA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092886
ReturnHeader/PreparerPersonGrp/PhoneNum07143213680
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Michael C Agresti
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02024-11-11T17:21:12-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$15,858
Liabilities
-
Net assets
$15,858
Revenue
$39,808
Expenses
$60,369
Net income
-$20,561
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.19$0.19$0.53$0.50$0.03
2024Detailed filing. Detailed filing data is available for this year.$0.16$0.16$0.40$0.60$0.21
2023Detailed filing. Detailed filing data is available for this year.$0.36$0.36$1.02$0.81$0.21
2020Detailed filing. Detailed filing data is available for this year.$0.25$0.25$0.45$0.50$0.05
2019Detailed filing. Detailed filing data is available for this year.$0.30$0.30$0.61$0.45$0.16
2018Detailed filing. Detailed filing data is available for this year.$0.14$0.14$0.12$0.13$0.02
2017Detailed filing. Detailed filing data is available for this year.$0.10$0.10$0.16$0.16$0.01
2015Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$0.00$0.00
2011Summary only. Only limited summary data is available for this year.$0.04$0.00$0.42$0.46$0.04