Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

990EZ • Fiscal year 2015 • EIN 20-0696468

Jul 01, 2014 to Jun 30, 2015 • Filed on Nov 10, 2015

Organization ProfileN/A
375 Culbertson DriveLodi, CA 95240

(209) 331-8212

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 2015

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2015

Net Margin

51st percentile

3.7%

Higher net margin than 51% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2015

Asset Growth

61st percentile

8.7%

Faster asset growth than 61% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

25th percentile

-18%

Faster revenue growth than 25% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$16,194

Up $1,302 (+8.7%) from 2014

Net Assets

Up

$16,194

Up $1,302 (+8.7%) from 2014

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin51st percentile

Revenue

Down

$35,658

Down $8,011 (-18%) from 2014

Expenses

Down

$34,356

Down $1,990 (-5.5%) from 2014

Net Income

Down

$1,302

Down $6,021 (-82%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth61st percentile

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

$30K$20K$10K$0Assets 2012: $8,644Liabilities 2012: $02012Assets 2013: $7,569Liabilities 2013: $02013Assets 2014: $14,892Net Assets 2014: $14,8922014Assets 2015: $16,194Net Assets 2015: $16,1942015Assets 2016: $20,266Net Assets 2016: $20,2662016Assets 2017: $21,614Liabilities 2017: $0Net Assets 2017: $21,6142017Assets 2018: $21,635Liabilities 2018: $0Net Assets 2018: $21,6352018

Highlighted filing

2015

Assets$16,194
Liabilities-
Net Assets$16,194
Open 2015 Filing

Operations Trend

Revenue Growth25th percentile

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

$60K$40K$20K$0-$20KRevenue 2012: $26,032Expenses 2012: $36,950Net Income 2012: -$10,9182012Revenue 2013: $30,059Expenses 2013: $30,257Net Income 2013: -$1982013Revenue 2014: $43,669Expenses 2014: $36,346Net Income 2014: $7,3232014Revenue 2015: $35,658Expenses 2015: $34,356Net Income 2015: $1,3022015Revenue 2016: $41,357Expenses 2016: $37,285Net Income 2016: $4,0722016Revenue 2017: $50,422Expenses 2017: $49,074Net Income 2017: $1,3482017Revenue 2018: $54,756Expenses 2018: $54,735Net Income 2018: $212018

Highlighted filing

2015

Revenue$35,658
Expenses$34,356
Net Income$1,302
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Nov 10, 2015
Return Version
2014v5.0
Gross Receipts
$55,479
Mission and Program Overview

Mission

Education enhancement for the student body of borchardt school

Program Services

DescriptionGrantsExpenses
CLASS FIELD TRIPS - EACH CLASS HAS FOUR FIELD TRIPS PER YEAR - 800 STUDENTS BENEFIT FROM THIS PROGRAM$22,559-
STUDENT STORE & E-SCRIP PROGRAM - THE STUDENT BODY OF 800 BENEFIT FROM THE PROCEEDS OF THESE PROGRAMS$8,365-
PROGRAM SERVICES - FAMILY DINNER & MOVIE NIGHTS, STUDENT STORE, STAFF APPRECIATION AND ASSEMBLIES. THE ENTIRE STUDENT BODY OF 800 BENEFIT FROM THESE PROGRAMS AS WELL AS THEIR FAMILIES.$5,530-
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
TRICIA GRADDYPresident-$0--
JENNI FRISKTreasurer-$0--
LISA FAIRVice President-$0--
SAMANTHA PEWSecretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fundraising Events$41,114$41,114$19,821$21,293
Total Events$41,114$41,114$19,821$21,293
Filing and Contact Details

Filer

Filer Name
Borchardt Pta
EIN
20-0696468
Phone
2093318212
Address
375 CULBERTSON DRIVE, LODI, CA 95240

Signing Officer

Name
Jennica Frisk
Title
Treasurer
Signed
2015-11-10
Discuss with paid preparer
Yes

Preparer

Firm
Lisa Sheeran
Address
4 W PINE ST, LODI, CA 95240
Preparer
Lisa Sheeran CPA
Phone
2092245566
Supplemental Narrative

Additional Explanations

Other Expenses.1002

“Office Expenses $153”

Other Expenses.1012

“Insurance $209”

Other Expenses.1

“Field trip expenses $22559”

Other Expenses.2

“Student program expenses $5286”

Other Expenses.3

“Store & e-scrip expenses $5134”

Other Expenses.4

“Dues & subscriptions $555”

Other Expenses.5

“BANK CHARGES $50”

Other Expenses.6

“TAXES $35”

Raw XML Appendix180 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/PhoneNum02093318212
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0375 CULBERTSON DRIVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0LODI
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd095240
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt014892
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IRS990EZ/ContributionsGiftsGrantsEtcAmt0470
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt01302
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0375
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
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IRS990EZ/FundraisingGrossIncomeAmt041114
IRS990EZ/GrossReceiptsAmt055479
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/GroupExemptionNum00646
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt014892
IRS990EZ/NetAssetsOrFundBalancesEOYAmt016194
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt014892
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt016194
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0TRICIA GRADDY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JENNI FRISK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2LISA FAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3SAMANTHA PEW
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt033981
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0EDUCATION ENHANCEMENT FOR THE STUDENT BODY OF BORCHARDT SCHOOL
IRS990EZ/ProgramServiceRevenueAmt013895
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0CLASS FIELD TRIPS - EACH CLASS HAS FOUR FIELD TRIPS PER YEAR - 800 STUDENTS BENEFIT FROM THIS PROGRAM
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1PROGRAM SERVICES - FAMILY DINNER & MOVIE NIGHTS, STUDENT STORE, STAFF APPRECIATION AND ASSEMBLIES. THE ENTIRE STUDENT BODY OF 800 BENEFIT FROM THESE PROGRAMS AS WELL AS THEIR FAMILIES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2STUDENT STORE & E-SCRIP PROGRAM - THE STUDENT BODY OF 800 BENEFIT FROM THE PROCEEDS OF THESE PROGRAMS
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt022559
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt15530
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt28365
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt019821
IRS990EZ/SpecialEventsNetIncomeLossAmt021293
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt034356
IRS990EZ/TotalProgramServiceExpensesAmt036454
IRS990EZ/TotalRevenueAmt035658
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0470
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0490
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt02296
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0580
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt01236
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt05072
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt055010
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt069765
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt01442
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt01997
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt01644
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0129858
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt026785
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt023455
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt036047
IRS990ScheduleA/OtherIncome509Grp/TotalAmt086287
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.60990
IRS990ScheduleA/PublicSupportPY509Pct00.38760
IRS990ScheduleA/PublicSupportTotal509Amt0134930
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt055480
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt070255
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt03738
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt02577
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt02880
IRS990ScheduleA/Total509Grp/TotalAmt0134930
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt055480
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt070255
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt030523
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt026032
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt038927
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0221217
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt019821
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0FUNDRAISING EVENTS
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt041114
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt041114
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt041114
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt041114
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt021293
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt019821
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt019821
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $153
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Insurance $209
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2FIELD TRIP EXPENSES $22559
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3STUDENT PROGRAM EXPENSES $5286
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4STORE & E-SCRIP EXPENSES $5134
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5DUES & SUBSCRIPTIONS $555
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6BANK CHARGES $50
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7TAXES $35
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
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JENNICA FRISK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-11-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BORCHARDT PTA
ReturnHeader/Filer/BusinessNameControlTxt0BORC
ReturnHeader/Filer/EIN0200696468
ReturnHeader/Filer/PhoneNum02093318212
ReturnHeader/Filer/USAddress/AddressLine1Txt0375 CULBERTSON DRIVE
ReturnHeader/Filer/USAddress/CityNm0LODI
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095240
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Lisa Sheeran
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04 W PINE ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LODI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095240
ReturnHeader/PreparerPersonGrp/PhoneNum02092245566
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Lisa Sheeran CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02015-11-10T09:23:19-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$16,194
Liabilities
-
Net assets
$16,194
Revenue
$35,658
Expenses
$34,356
Net income
$1,302
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2018Detailed filing. Detailed filing data is available for this year.$21.6$0.00$21.6$54.8$54.7$0.02
2017Detailed filing. Detailed filing data is available for this year.$21.6$0.00$21.6$50.4$49.1$1.35
2016Detailed filing. Detailed filing data is available for this year.$20.3$20.3$41.4$37.3$4.07
2015Detailed filing. Detailed filing data is available for this year.$16.2$16.2$35.7$34.4$1.30
2014Detailed filing. Detailed filing data is available for this year.$14.9$14.9$43.7$36.3$7.32
2013Summary only. Only limited summary data is available for this year.$7.57$0.00$30.1$30.3$0.20
2012Summary only. Only limited summary data is available for this year.$8.64$0.00$26.0$37.0$10.9