Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

990EZ • Fiscal year 2014 • EIN 20-0259273

Jul 01, 2013 to Jun 30, 2014 • Filed on Nov 13, 2014

21501 Deputy Jake Dr91321-4687

(661) 291-4090

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 2014

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2014

Net Margin

4th percentile

-122%

Higher net margin than 4% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

3rd percentile

-83%

Faster asset growth than 3% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

9th percentile

-50%

Faster revenue growth than 9% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Assets

Flat

$2,353

Flat from 2014

Net Assets

$2,353

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Flat

$9,328

Flat from 2014

Expenses

Flat

$20,733

Flat from 2014

Net Income

Flat

-$11,405

Flat from 2014

Historical Trend

Balance Sheet Trend

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

$15K$10K$5.0K$0Assets 2011: $7,161Net Assets 2011: $7,1612011Assets 2012: $10,357Net Assets 2012: $10,3572012Assets 2013: $13,758Net Assets 2013: $13,7582013Assets 2014: $2,353Net Assets 2014: $2,3532014Assets 2014: $2,353Liabilities 2014: $02014Assets 2023: $7,686Liabilities 2023: $0Net Assets 2023: $7,6862023Assets 2024: $0Liabilities 2024: $0Net Assets 2024: $02024Assets 2025: $0Liabilities 2025: $0Net Assets 2025: $02025

Highlighted filing

2014

Assets$2,353
Liabilities-
Net Assets$2,353

Operations Trend

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

$40K$20K$0-$20KRevenue 2011: $17,198Expenses 2011: $15,548Net Income 2011: $1,6502011Revenue 2012: $22,836Expenses 2012: $19,640Net Income 2012: $3,1962012Revenue 2013: $18,558Expenses 2013: $15,157Net Income 2013: $3,4012013Revenue 2014: $9,328Expenses 2014: $20,733Net Income 2014: -$11,4052014Revenue 2014: $9,328Expenses 2014: $20,733Net Income 2014: -$11,4052014Revenue 2023: $37,540Expenses 2023: $30,000Net Income 2023: $7,5402023Revenue 2024: $13,104Expenses 2024: $20,790Net Income 2024: -$7,6862024Revenue 2025: $13,145Expenses 2025: $13,028Net Income 2025: $1172025

Highlighted filing

2014

Revenue$9,328
Expenses$20,733
Net Income-$11,405
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Nov 13, 2014
Return Version
2013v3.1
Gross Receipts
$36,188
Mission and Program Overview

Mission

Child Advocacy - Focusing on Education and Health

Program Services

DescriptionGrantsExpenses
Student activities programs provides field trips, assemblies, enrichment programs, music appreciation, 6th grade graduation, and other activities for children of all elementary grade levels.-$10,549
School and classroom support program provides supplies and equipment to classrooms, and provides funding to renovate and modernize school facilities.-$7,696
The hospitality and teacher support program focuses on developing good communication between students, parents, and teachers through social functions and classroom incentives.-$970
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Brittany RaineyPresident-$0--
Karla ValenzuelaSecretary-$0--
Linda WellsTreasurer-$0--
Joseph SoquiVP-Ways Means-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$19,525$19,525$10,765$8,760
Event 2$3,279$3,279$2,975$304
Total Events$26,325$26,325$21,004$5,321
Filing and Contact Details

Filer

EIN
20-0259273
Phone
6612914090

Signing Officer

Name
Linda Wells
Title
Treasurer
Phone
6612914090
Signed
2014-11-13
Discuss with paid preparer
Yes

Preparer

Preparer
Wayne Wright
Phone
6612951950
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 16, Other Expenses

Bank Fees 175

Form 990-EZ, Part I, Line 16, Other Expenses

General Operating Expenses 85

Form 990-EZ, Part I, Line 16, Other Expenses

Membership Dues to Council 731

Form 990-EZ, Part I, Line 16, Other Expenses

Insurance Assessment Fees 252

Form 990-EZ, Part I, Line 16, Other Expenses

Governmental Fees 25

Form 990-EZ, Part I, Line 16, Other Expenses

Programs-Assemblies, Enrichment, Field Trips 10,549

Form 990-EZ, Part I, Line 16, Other Expenses

Programs-Hospitality, Teacher Support 970

Form 990-EZ, Part I, Line 16, Other Expenses

Programs-School Classroom Support 7,696

Raw XML Appendix192 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/PersonNm0JACQUI PONCE
IRS990EZ/BooksInCareOfDetail/PhoneNum06612914090
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IRS990EZ/BooksInCareOfDetail/USAddress/City0NEWHALL
IRS990EZ/BooksInCareOfDetail/USAddress/State0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode0913214687
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IRS990EZ/GrossSalesOfInventoryAmt05435
IRS990EZ/GroupExemptionNum00646
IRS990EZ/InfoInScheduleOPartIInd0X
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IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1004.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2004.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Brittany Rainey
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Karla Valenzuela
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Linda Wells
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Joseph Soqui
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VP-Ways Means
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt020483
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Child Advocacy - Focusing on Education and Health
IRS990EZ/ProgramServiceRevenueAmt0632
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Student activities programs provides field trips, assemblies, enrichment programs, music appreciation, 6th grade graduation, and other activities for children of all elementary grade levels.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1The hospitality and teacher support program focuses on developing good communication between students, parents, and teachers through social functions and classroom incentives.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2School and classroom support program provides supplies and equipment to classrooms, and provides funding to renovate and modernize school facilities.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt010549
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt1970
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt27696
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt021004
IRS990EZ/SpecialEventsNetIncomeLossAmt05321
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TotalExpensesAmt020733
IRS990EZ/TotalProgramServiceExpensesAmt019215
IRS990EZ/TotalRevenueAmt09328
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0www.newhall.k12.ca.us/mcgrath
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt03796
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt01486
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt04290
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt01831
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt01190
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt012593
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt032392
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt044936
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt040093
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt029874
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt025053
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0172348
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.00000
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt00
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IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt036188
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt046422
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt044383
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt031705
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt026243
IRS990ScheduleA/Total509Grp/TotalAmt0184941
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt036188
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt046422
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt044383
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt031705
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt026243
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0184941
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt021004
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt019525
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt03279
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt03521
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt026325
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt019525
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt03279
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt03521
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt026325
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent1Amt0Westcoast
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent2Amt0Kids Corner
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt05321
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt07264
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt021004
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt010765
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt02975
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt02
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Bank Fees 175
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1General Operating Expenses 85
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Membership Dues to Council 731
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Insurance Assessment Fees 252
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Governmental Fees 25
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Programs-Assemblies, Enrichment, Field Trips 10,549
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Programs-Hospitality, Teacher Support 970
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Programs-School Classroom Support 7,696
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990-EZ, Part I, Line 16, Other Expenses
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Linda Wells
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum06612914090
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine10PTA CA CONGRESS OF PARENTS MCGRATH ELEMENTARY PTA
ReturnHeader/Filer/BusinessNameControlTxt0PTAC
ReturnHeader/Filer/EIN0200259273
ReturnHeader/Filer/PhoneNum06612914090
ReturnHeader/Filer/USAddress/AddressLine1021501 DEPUTY JAKE DR
ReturnHeader/Filer/USAddress/City0NEWHALL
ReturnHeader/Filer/USAddress/State0CA
ReturnHeader/Filer/USAddress/ZIPCode0913214687
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10WAYNE WRIGHT EA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1029317 VIA MILAGRO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0VALENCIA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode091354
ReturnHeader/PreparerPersonGrp/PhoneNum06612951950
ReturnHeader/PreparerPersonGrp/PreparationDt02014-11-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0WAYNE WRIGHT
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02014-11-13T12:32:19-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

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