Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

990EZ • Fiscal year 2021 • EIN 16-1672228

Jul 01, 2020 to Jun 30, 2021 • Filed on Nov 19, 2021

Organization ProfileN/A
36680 Cady RoadWinchester, CA 92596

(760) 553-3976

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 2021

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2021

Net Margin

7th percentile

-108%

Higher net margin than 7% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

9th percentile

-46%

Faster asset growth than 9% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

4th percentile

-92%

Faster revenue growth than 4% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$3,556

Down $3,015 (-46%) from 2020

Net Assets

Down

$3,556

Down $3,015 (-46%) from 2020

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin7th percentile

Revenue

Down

$2,853

Down $35,035 (-92%) from 2020

Expenses

Down

$5,920

Down $33,424 (-85%) from 2020

Net Income

Down

-$3,067

Down $1,611 (-111%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth9th percentile

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

$30K$20K$10K$0Assets 2011: $21,511Net Assets 2011: $21,5112011Assets 2012: $13,483Liabilities 2012: $02012Assets 2013: $22,676Liabilities 2013: $02013Assets 2014: $21,687Net Assets 2014: $21,6872014Assets 2015: $12,833Net Assets 2015: $12,8332015Assets 2016: $12,715Net Assets 2016: $12,7152016Assets 2017: $12,444Net Assets 2017: $12,4442017Assets 2018: $10,960Liabilities 2018: $02018Assets 2019: $9,214Net Assets 2019: $9,2142019Assets 2020: $6,571Net Assets 2020: $6,5712020Assets 2021: $3,556Net Assets 2021: $3,5562021Assets 2024: $20,049Net Assets 2024: $20,0492024Assets 2025: $18,351Net Assets 2025: $18,3512025

Highlighted filing

2021

Assets$3,556
Liabilities-
Net Assets$3,556
Open 2021 Filing

Operations Trend

Revenue Growth4th percentile

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

$100K$50K$0-$50KRevenue 2011: $15,842Expenses 2011: $1,916Net Income 2011: $13,9262011Revenue 2012: $65,725Expenses 2012: $73,753Net Income 2012: -$8,0282012Revenue 2013: $70,506Expenses 2013: $61,313Net Income 2013: $9,1932013Revenue 2014: $46,112Expenses 2014: $47,101Net Income 2014: -$9892014Revenue 2015: $53,560Expenses 2015: $62,414Net Income 2015: -$8,8542015Revenue 2016: $50,276Expenses 2016: $50,089Net Income 2016: $1872016Revenue 2017: $57,564Expenses 2017: $57,835Net Income 2017: -$2712017Revenue 2018: $59,115Expenses 2018: $60,599Net Income 2018: -$1,4842018Revenue 2019: $43,996Expenses 2019: $44,343Net Income 2019: -$3472019Revenue 2020: $37,888Expenses 2020: $39,344Net Income 2020: -$1,4562020Revenue 2021: $2,853Expenses 2021: $5,920Net Income 2021: -$3,0672021Revenue 2024: $72,452Expenses 2024: $62,191Net Income 2024: $10,2612024Revenue 2025: $53,871Expenses 2025: $53,058Net Income 2025: $8132025

Highlighted filing

2021

Revenue$2,853
Expenses$5,920
Net Income-$3,067
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Nov 19, 2021
Return Version
2020v4.0
Gross Receipts
$2,913
Mission and Program Overview

Mission

Assisting Student Body

Program Services

DescriptionGrantsExpenses
Assisting the student body by providing field trips, assemblies, school equipment and other enrichment activities not provided for in the school district budget.$5,920-
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Cassie PribylPresidentPT$0--
Pamela RamirezSecretaryPT$0--
Jean MerriamTreasurerPT$0--
Filing and Contact Details

Filer

Filer Name
French Valley Elementary PTA
EIN
16-1672228
Address
36680 Cady Road, Winchester, CA 92596

Signing Officer

Name
Jean Merriam
Title
Treasurer
Signed
2021-11-19
Discuss with paid preparer
Yes

Preparer

Firm
Financial Accounting Services Inc
Address
41635 Enterprise Cir N Ste A, Temecula, CA 92590
Preparer
Frederick J Karma
Phone
9517191515
Supplemental Narrative

Additional Explanations

Other Expenses.1002

“Office Expenses $270”

Other Expenses.1012

“Insurance $258”

Other Expenses.1

“Hospitality $1435”

Other Expenses.2

“Fam Event #3 $1000”

Other Expenses.3

“Fam Event #4 $853”

Other Expenses.4

“Scholarship $500”

Other Expenses.5

“Fam Event #2 $300”

Other Expenses.6

“5th grade promotion $229”

Other Expenses.7

“PTA Unit Fee $200”

Other Expenses.8

“Unallocated funds $190”

Other Expenses.9

“Fam Event #1 $150”

Raw XML Appendix179 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/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0Jean Merriam
IRS990EZ/BooksInCareOfDetail/PhoneNum07605533976
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt036680 Cady Road
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Winchester
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092596
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt06571
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt03556
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0153
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-3067
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0535
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt06571
IRS990EZ/Form990TotalAssetsGrp/EOYAmt03556
IRS990EZ/FundraisingGrossIncomeAmt02756
IRS990EZ/GrossReceiptsAmt02913
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt04
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt06571
IRS990EZ/NetAssetsOrFundBalancesEOYAmt03556
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt06571
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt03556
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt210.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Cassie Pribyl
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Pamela Ramirez
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Jean Merriam
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt052
IRS990EZ/OtherExpensesTotalAmt05385
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Assisting Student Body
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Assisting the student body by providing field trips, assemblies, school equipment and other enrichment activities not provided for in the school district budget.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt05920
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt060
IRS990EZ/SpecialEventsNetIncomeLossAmt02696
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt05920
IRS990EZ/TotalProgramServiceExpensesAmt05920
IRS990EZ/TotalRevenueAmt02853
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0281
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt04109
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt04036
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt03649
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt03169
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt015244
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt04
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt041
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt044
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt059
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt050
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0198
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt02756
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt067315
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0107219
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0177290
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt04
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt041
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt044
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt059
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt050
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0198
IRS990ScheduleA/InvestmentIncomeCYPct00.00100
IRS990ScheduleA/InvestmentIncomePYPct00.00090
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99900
IRS990ScheduleA/PublicSupportPY509Pct00.99910
IRS990ScheduleA/PublicSupportTotal509Amt0192534
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt03037
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt071424
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0111255
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt03649
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt03169
IRS990ScheduleA/Total509Grp/TotalAmt0192534
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt03041
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt071465
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0111299
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt03708
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt03219
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0192732
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $270
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Insurance $258
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Hospitality $1435
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Fam Event #3 $1000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Fam Event #4 $853
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Scholarship $500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Fam Event #2 $300
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt75th grade promotion $229
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8PTA Unit Fee $200
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Unallocated funds $190
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Fam Event #1 $150
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
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.9
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Jean Merriam
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-19
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0French Valley Elementary PTA
ReturnHeader/Filer/BusinessNameControlTxt0FREN
ReturnHeader/Filer/EIN0161672228
ReturnHeader/Filer/USAddress/AddressLine1Txt036680 Cady Road
ReturnHeader/Filer/USAddress/CityNm0Winchester
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092596
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0330856059
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Financial Accounting Services Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt041635 Enterprise Cir N Ste A
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Temecula
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092590
ReturnHeader/PreparerPersonGrp/PhoneNum09517191515
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Frederick J Karma
ReturnHeader/ReturnTs02021-11-19T15:47:27-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Jean
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Merriam
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,556
Liabilities
-
Net assets
$3,556
Revenue
$2,853
Expenses
$5,920
Net income
-$3,067
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$18.4$18.4$53.9$53.1$0.81
2024Detailed filing. Detailed filing data is available for this year.$20.0$20.0$72.5$62.2$10.3
2021Detailed filing. Detailed filing data is available for this year.$3.56$3.56$2.85$5.92$3.07
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.57$6.57$37.9$39.3$1.46
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.21$9.21$44.0$44.3$0.35
2018Summary only. Only limited summary data is available for this year.$11.0$0.00$59.1$60.6$1.48
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$12.4$12.4$57.6$57.8$0.27
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$12.7$12.7$50.3$50.1$0.19
2015Detailed filing. Detailed filing data is available for this year.$12.8$12.8$53.6$62.4$8.85
2014Detailed filing. Detailed filing data is available for this year.$21.7$21.7$46.1$47.1$0.99
2013Summary only. Only limited summary data is available for this year.$22.7$0.00$70.5$61.3$9.19
2012Summary only. Only limited summary data is available for this year.$13.5$0.00$65.7$73.8$8.03
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$21.5$21.5$15.8$1.92$13.9