Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

990EZ • Fiscal year 2016 • EIN 01-0823515

Jul 01, 2015 to Jun 30, 2016 • Filed on Feb 15, 2017

7609 Isabel LaneFontana, CA 92336

(909) 434-2255

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

55th percentile

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

30th percentile

-5.0%

Higher net margin than 30% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

5th percentile

-69%

Faster asset growth than 5% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2016

Revenue Growth

47th percentile

-0.7%

Faster revenue growth than 47% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2016

Assets

Down

$1,631

Down $15,285 (-90%) from 2014

Net Assets

$1,631

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2014

Revenue

Down

$79,849

Down $1,175 (-1.5%) from 2014

Expenses

Up

$83,827

Up $9,036 (+12%) from 2014

Net Income

Down

-$3,978

Down $10,211 (-164%) from 2014

Historical Trend

Balance Sheet Trend

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

$40K$30K$20K$10K$0Assets 2011: $3,194Liabilities 2011: $02011Assets 2013: $10,683Liabilities 2013: $02013Assets 2014: $16,916Liabilities 2014: $02014Assets 2016: $1,631Liabilities 2016: $0Net Assets 2016: $1,6312016Assets 2017: $1,631Liabilities 2017: $0Net Assets 2017: $1,6312017Assets 2018: $9,377Liabilities 2018: $0Net Assets 2018: $9,3772018Assets 2019: $6,735Liabilities 2019: $0Net Assets 2019: $6,7352019Assets 2020: $5,674Liabilities 2020: $0Net Assets 2020: $5,6742020Assets 2021: $4,821Liabilities 2021: $0Net Assets 2021: $4,8212021Assets 2022: $24,470Liabilities 2022: $0Net Assets 2022: $24,4702022Assets 2023: $32,188Liabilities 2023: $0Net Assets 2023: $32,1882023Assets 2024: $11,698Liabilities 2024: $0Net Assets 2024: $11,6982024Assets 2025: $8,191Liabilities 2025: $0Net Assets 2025: $8,1912025

Highlighted filing

2016

Assets$1,631
Liabilities$0
Net Assets$1,631

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2011: $22,706Expenses 2011: $21,477Net Income 2011: $1,2292011Revenue 2013: $63,112Expenses 2013: $53,383Net Income 2013: $9,7292013Revenue 2014: $81,024Expenses 2014: $74,791Net Income 2014: $6,2332014Revenue 2016: $79,849Expenses 2016: $83,827Net Income 2016: -$3,9782016Revenue 2017: $79,849Expenses 2017: $83,827Net Income 2017: -$3,9782017Revenue 2018: $119,056Expenses 2018: $115,885Net Income 2018: $3,1712018Revenue 2019: $110,469Expenses 2019: $113,111Net Income 2019: -$2,6422019Revenue 2020: $92,232Expenses 2020: $93,293Net Income 2020: -$1,0612020Revenue 2021: $4,629Expenses 2021: $5,482Net Income 2021: -$8532021Revenue 2022: $70,864Expenses 2022: $46,394Net Income 2022: $24,4702022Revenue 2023: $114,396Expenses 2023: $104,015Net Income 2023: $10,3812023Revenue 2024: $68,400Expenses 2024: $88,890Net Income 2024: -$20,4902024Revenue 2025: $49,107Expenses 2025: $52,614Net Income 2025: -$3,5072025

Highlighted filing

2016

Revenue$79,849
Expenses$83,827
Net Income-$3,978
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Feb 15, 2017
Return Version
2015v3.0
Gross Receipts
$79,849
Mission and Program Overview

Mission

The purpose of this PTA is to provide programs that enhance quality education,expand the arts, encourage community involvement, and work for a healthy communityenvironment. .PTA positively impacts the lives of all children and families byempowering and supporting our members with skills in advocacy, leadership, andcommunication..PTA promotes parent and teacher interaction through cooperativeundertakings..PTA provides parents a voice in support of their school system..PTA strives to make every child's potential a reality.

The purpose of this PTA is to provide programs that enhance quality education, expand the arts, encourage community involvement, and work for a healthy community environment. PTA positively impacts the lives of all children and families by empowering and supporting our members with skills in advocacy, leadership, and communication.PTA promotes parent and teacher interaction through cooperative undertakings.PTA provides parents a voice in support of their school system. PTA strives to make every childs potential a reality

Program Services

DescriptionGrantsExpenses
The exempt purpose achievements this year included a scholarship summit, career day, a doughtnughts with dad event, Literacy Bingo night, Mother and son event, father daughter dance, food drive, Read Across America event, teacher appreciation week, field trip, Kinder Orientation, holiday assemblies.$74,979-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
DESIREE WHIDDENPresidentPT$0--
NINETT CAALVice PresidentPT$0--
GABRIELA PEREZ-RUIZSecretaryPT$0--
ROCIO HNIDEYTreasurerPT$0--
Filing and Contact Details

Filer

Filer Name
Dorothy Grant Pta
EIN
01-0823515
Address
7609 ISABEL LANE, FONTANA, CA 92336

Signing Officer

Name
Rocio Hnidey
Title
Treasurer
Signed
2017-02-15
Discuss with paid preparer
Yes

Preparer

Firm
BTI Professional Services Inc
Address
17821 East 17th St Ste 270, Tustin, CA 92780-2161
Preparer
Lidia Beltran Ea
Phone
7145056700
Supplemental Narrative

Additional Explanations

Other Expenses.1002

Office Expenses $1404

Other Expenses.1012

Insurance $216

Other Expenses.1

Funraising expenses $40917

Other Expenses.2

PROGRAM EXPENSES $34061

Other Expenses.3

FUNDS NOT OF UNIT $3148

Other Expenses.4

BANK FEES $2189

Other Expenses.5

FILING FEES $936

Other Expenses.6

CHILD CARE $370

Other Expenses.7

WEBSITE $299

Other Expenses.8

HOSPITALITY $240

Raw XML Appendix146 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/PersonNm0ROCIO HNIDEY
IRS990EZ/BooksInCareOfDetail/PhoneNum09094342255
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt09453 PALM LN
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0FONTANA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092335
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt05609
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt01631
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt067729
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-3978
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt05609
IRS990EZ/Form990TotalAssetsGrp/EOYAmt01631
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt079849
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt05609
IRS990EZ/NetAssetsOrFundBalancesEOYAmt01631
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt05609
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt01631
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt020.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt120.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt320.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0DESIREE WHIDDEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1NINETT CAAL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2GABRIELA PEREZ-RUIZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ROCIO HNIDEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt083780
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0The purpose of this PTA is to provide programs that enhance quality education, expand the arts, encourage community involvement, and work for a healthy community environment. PTA positively impacts the lives of all children and families by empowering and supporting our members with skills in advocacy, leadership, and communication.PTA promotes parent and teacher interaction through cooperative undertakings.PTA provides parents a voice in support of their school system. PTA strives to make every childs potential a reality
IRS990EZ/PrintingPublicationsPostageAmt047
IRS990EZ/ProgramServiceRevenueAmt012120
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0The exempt purpose achievements this year included a scholarship summit, career day, a doughtnughts with dad event, Literacy Bingo night, Mother and son event, father daughter dance, food drive, Read Across America event, teacher appreciation week, field trip, Kinder Orientation, holiday assemblies.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt074979
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt083827
IRS990EZ/TotalProgramServiceExpensesAmt074979
IRS990EZ/TotalRevenueAmt079849
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt02288
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt02288
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal509Amt02288
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt02288
IRS990ScheduleA/Total509Grp/TotalAmt02288
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt02288
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt02288
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $1404
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Insurance $216
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2FUNRAISING EXPENSES $40917
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3PROGRAM EXPENSES $34061
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4FUNDS NOT OF UNIT $3148
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5BANK FEES $2189
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6FILING FEES $936
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7CHILD CARE $370
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8WEBSITE $299
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9HOSPITALITY $240
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.8
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ROCIO HNIDEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-02-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DOROTHY GRANT PTA
ReturnHeader/Filer/BusinessNameControlTxt0DORO
ReturnHeader/Filer/EIN0010823515
ReturnHeader/Filer/USAddress/AddressLine1Txt07609 ISABEL LANE
ReturnHeader/Filer/USAddress/CityNm0FONTANA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092336
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BTI Professional Services Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt017821 East 17th St Ste 270
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Tustin
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0927802161
ReturnHeader/PreparerPersonGrp/PhoneNum07145056700
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LIDIA BELTRAN EA
ReturnHeader/ReturnTs02017-02-16T18:33:50-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.08$0.00$0.08$0.49$0.53$0.04
2024Detailed filing. Detailed filing data is available for this year.$0.12$0.00$0.12$0.68$0.89$0.20
2023Detailed filing. Detailed filing data is available for this year.$0.32$0.00$0.32$1.14$1.04$0.10
2022Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$0.24$0.00$0.24$0.71$0.46$0.24
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.05$0.00$0.05$0.05$0.05$0.01
2020Detailed filing. Detailed filing data is available for this year.$0.06$0.00$0.06$0.92$0.93$0.01
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.07$0.00$0.07$1.10$1.13$0.03
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.09$0.00$0.09$1.19$1.16$0.03
2017Detailed filing. Detailed filing data is available for this year.$0.02$0.00$0.02$0.80$0.84$0.04
2016Detailed filing. Detailed filing data is available for this year.$0.02$0.00$0.02$0.80$0.84$0.04
2014Summary only. Only limited summary data is available for this year.$0.17$0.00$0.81$0.75$0.06
2013Summary only. Only limited summary data is available for this year.$0.11$0.00$0.63$0.53$0.10
2011Summary only. Only limited summary data is available for this year.$0.03$0.00$0.23$0.21$0.01