Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

990EZ • Fiscal year 2021 • EIN 16-1672233

Jul 01, 2020 to Jun 30, 2021 • Filed on Jan 21, 2022

Organization ProfileN/A
7437 Corona Valley AveEastvale, CA 92880

(951) 736-4545

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

11th percentile

-56%

Higher net margin than 11% of similar nonprofits.

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

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% 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

29th percentile

-6.8%

Faster asset growth than 29% of similar nonprofits.

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

Revenue Growth

6th percentile

-86%

Faster revenue growth than 6% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$9,596

Down $705 (-6.8%) from 2020

Net Assets

Down

$9,596

Down $705 (-6.8%) from 2020

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin11th percentile

Revenue

Down

$1,248

Down $7,551 (-86%) from 2020

Expenses

Down

$1,953

Down $15,713 (-89%) from 2020

Net Income

Up

-$705

Up $8,162 (+92%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth29th percentile

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

$30K$20K$10K$0Assets 2010: $7,689Liabilities 2010: $02010Assets 2011: $17,000Liabilities 2011: $02011Assets 2012: $17,047Liabilities 2012: $02012Assets 2013: $17,011Liabilities 2013: $02013Assets 2014: $5,452Liabilities 2014: $02014Assets 2015: $7,543Liabilities 2015: $02015Assets 2016: $5,991Liabilities 2016: $02016Assets 2018: $13,546Net Assets 2018: $13,5462018Assets 2019: $19,168Net Assets 2019: $19,1682019Assets 2020: $10,301Net Assets 2020: $10,3012020Assets 2021: $9,596Net Assets 2021: $9,5962021Assets 2022: $21,694Net Assets 2022: $21,6942022Assets 2023: $25,296Net Assets 2023: $25,2962023Assets 2024: $21,124Net Assets 2024: $21,1242024

Highlighted filing

2021

Assets$9,596
Liabilities-
Net Assets$9,596
Open 2021 Filing

Operations Trend

Revenue Growth6th percentile

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

$150K$100K$50K$0-$50KRevenue 2010: $93,319Expenses 2010: $108,688Net Income 2010: -$15,3692010Revenue 2011: $104,400Expenses 2011: $95,087Net Income 2011: $9,3132011Revenue 2012: $69,557Expenses 2012: $69,510Net Income 2012: $472012Revenue 2013: $42,911Expenses 2013: $42,947Net Income 2013: -$362013Revenue 2014: $59,119Expenses 2014: $64,854Net Income 2014: -$5,7352014Revenue 2015: $112,138Expenses 2015: $110,544Net Income 2015: $1,5942015Revenue 2016: $77,505Expenses 2016: $43,733Net Income 2016: $33,7722016Revenue 2018: $32,030Expenses 2018: $27,121Net Income 2018: $4,9092018Revenue 2019: $35,585Expenses 2019: $29,963Net Income 2019: $5,6222019Revenue 2020: $8,799Expenses 2020: $17,666Net Income 2020: -$8,8672020Revenue 2021: $1,248Expenses 2021: $1,953Net Income 2021: -$7052021Revenue 2022: $40,011Expenses 2022: $27,913Net Income 2022: $12,0982022Revenue 2023: $47,175Expenses 2023: $43,573Net Income 2023: $3,6022023Revenue 2024: $56,545Expenses 2024: $60,717Net Income 2024: -$4,1722024

Highlighted filing

2021

Revenue$1,248
Expenses$1,953
Net Income-$705
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Jan 21, 2022
Return Version
2020v4.0
Gross Receipts
$1,248
Mission and Program Overview

Mission

public school pta

Program Services

DescriptionGrantsExpenses
student support, enrichment and education$823-
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
STACY CALLIHANPresidentPT$0--
PAYAL DAVEYTreasurerPT$0--
Filing and Contact Details

Filer

Filer Name
Clara Barton Pta
EIN
16-1672233
Phone
9517364545
Address
7437 CORONA VALLEY AVE, EASTVALE, CA 92880

Signing Officer

Name
Payal Davey
Title
Treasurer
Signed
2022-01-21
Discuss with paid preparer
Yes

Preparer

Firm
Mcmenomy & Associates Cpas Llp
Address
876 N Mountain Ave Ste 105, Upland, CA 91786
Preparer
Geoffrey D Kramer
Phone
9092942350
Supplemental Narrative

Additional Explanations

Other Expenses.1

“Teacher/staff appreciation $591”

Other Expenses.2

“Pta operating expense $322”

Other Expenses.3

“INSURANCE $258”

Other Expenses.4

“HOSPITALITY $232”

Other Expenses.5

“COUNCIL ASSESSMENT $100”

Other Expenses.6

“BANK FEES $50”

Raw XML Appendix157 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/PersonNm0PAYAL DAVEY
IRS990EZ/BooksInCareOfDetail/PhoneNum09517364545
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt07437 CORONA VALLEY AVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0EASTVALE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092880
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt010301
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt09596
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0342
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-705
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0400
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt010301
IRS990EZ/Form990TotalAssetsGrp/EOYAmt09596
IRS990EZ/FundraisingGrossIncomeAmt0603
IRS990EZ/GrossReceiptsAmt01248
IRS990EZ/GroupExemptionNum00646
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0303
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt010301
IRS990EZ/NetAssetsOrFundBalancesEOYAmt09596
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt010301
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt09596
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0STACY CALLIHAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1PAYAL DAVEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt01553
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0public school pta
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0student support, enrichment and education
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt0823
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt0603
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt01953
IRS990EZ/TotalProgramServiceExpensesAmt0823
IRS990EZ/TotalRevenueAmt01248
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0342
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt03107
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt04551
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt04890
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0942
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt013832
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0906
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt040127
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt081807
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt080645
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt062232
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0265717
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0279549
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt01248
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt043234
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt086358
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt085535
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt063174
IRS990ScheduleA/Total509Grp/TotalAmt0279549
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt01248
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt043234
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt086358
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt085535
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt063174
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0279549
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TEACHER/STAFF APPRECIATION $591
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PTA OPERATING EXPENSE $322
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2INSURANCE $258
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3HOSPITALITY $232
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4COUNCIL ASSESSMENT $100
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5BANK FEES $50
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.6
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0PAYAL DAVEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-01-21
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CLARA BARTON PTA
ReturnHeader/Filer/BusinessNameControlTxt0CLAR
ReturnHeader/Filer/EIN0161672233
ReturnHeader/Filer/PhoneNum09517364545
ReturnHeader/Filer/USAddress/AddressLine1Txt07437 CORONA VALLEY AVE
ReturnHeader/Filer/USAddress/CityNm0EASTVALE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092880
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0461559312
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MCMENOMY & ASSOCIATES CPAS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0876 N Mountain Ave Ste 105
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Upland
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd091786
ReturnHeader/PreparerPersonGrp/PhoneNum09092942350
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Geoffrey D Kramer
ReturnHeader/ReturnTs02022-01-21T11:16:53-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0PAYAL
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0DAVEY
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
$9,596
Liabilities
-
Net assets
$9,596
Revenue
$1,248
Expenses
$1,953
Net income
-$705
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.21$0.21$0.57$0.61$0.04
2023Detailed filing. Detailed filing data is available for this year.$0.25$0.25$0.47$0.44$0.04
2022Detailed filing. Detailed filing data is available for this year.$0.22$0.22$0.40$0.28$0.12
2021Detailed filing. Detailed filing data is available for this year.$0.10$0.10$0.01$0.02$0.01
2020Detailed filing. Detailed filing data is available for this year.$0.10$0.10$0.09$0.18$0.09
2019Detailed filing. Detailed filing data is available for this year.$0.19$0.19$0.36$0.30$0.06
2018Detailed filing. Detailed filing data is available for this year.$0.14$0.14$0.32$0.27$0.05
2016Summary only. Only limited summary data is available for this year.$0.06$0.00$0.78$0.44$0.34
2015Summary only. Only limited summary data is available for this year.$0.08$0.00$1.12$1.11$0.02
2014Summary only. Only limited summary data is available for this year.$0.05$0.00$0.59$0.65$0.06
2013Summary only. Only limited summary data is available for this year.$0.17$0.00$0.43$0.43$0.00
2012Summary only. Only limited summary data is available for this year.$0.17$0.00$0.70$0.70$0.00
2011Summary only. Only limited summary data is available for this year.$0.17$0.00$1.04$0.95$0.09
2010Summary only. Only limited summary data is available for this year.$0.08$0.00$0.93$1.09$0.15