Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

990 • Fiscal year 2018 • EIN 20-0696468

Jul 01, 2017 to Jun 30, 2018 • Filed on May 15, 2019

Organization ProfileN/A
375 Culbertson DriveLodi, CA 95240

(209) 663-0515

Siviq Scores

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

Liabilities / Assets

54th percentile

0.00x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

54th percentile

0.00x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

42nd percentile

0.0%

Higher net margin than 42% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2018

Asset Growth

47th percentile

0.1%

Faster asset growth than 47% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

61st percentile

8.6%

Faster revenue growth than 61% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets54th percentile

Assets

Up

$21,635

Up $21 (+0.1%) from 2017

Net Assets

Up

$21,635

Up $21 (+0.1%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue54th percentileNet Margin42nd percentile

Revenue

Up

$54,756

Up $4,334 (+8.6%) from 2017

Expenses

Up

$54,735

Up $5,661 (+12%) from 2017

Net Income

Down

$21

Down $1,327 (-98%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth47th 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

2018

Assets$21,635
Liabilities$0
Net Assets$21,635
Open 2018 Filing

Operations Trend

Revenue Growth61st 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

2018

Revenue$54,756
Expenses$54,735
Net Income$21
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
May 15, 2019
Return Version
2017v2.2
Gross Receipts
$54,756
Mission and Program Overview

Mission

Education enhancement for the student body of borchardt school

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$21,614$21,635▲ $21
Savings and Temporary Cash Investments-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$21,614$21,635▲ $21
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$21,614$21,635▲ $21
Total Net Assets Fund Balance$21,614$21,635▲ $21
Total Liabilities and Net Assets / Fund Balance$21,614$21,635▲ $21
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Tricia GraddyPresident
Lisa FairVice President
Samantha PewSecretary
Shawna SouzaTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$13,932
Investment Income
$0
Other Revenue
$40,824
Change in Net Assets
$21
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$54,735
Total Fundraising Expense$20,019
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Expenses$5,271-$20,019$5,271
Office Expenses-$514-$514
All Other Expenses-$438-$438
Fees for Services Accounting-$400-$400
Insurance-$228-$228
Total Functional Expenses$33,136$1,580$20,019$54,735
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$40,824
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fundraising Events$40,824$40,824-$40,824
Total Events$40,824$40,824-$40,824
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Backup withholding compliance
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

“No review was or will be conducted.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“No documents available to the public.”

Filing and Contact Details

Filer

Filer Name
Borchardt Pta
EIN
20-0696468
Phone
2096630515
Address
375 CULBERTSON DRIVE, LODI, CA 95240

Signing Officer

Name
Shawna Souza
Title
Treasurer
Signed
2019-05-15
Discuss with paid preparer
Yes

Organization Details

Formed
2004
Legal Domicile
CA
Voting Board Members
4
Independent Board Members
0
Employees
0

Preparer

Firm
Lisa Sheeran
Address
4 W PINE ST, LODI, CA 95240
Preparer
Lisa Sheeran
Phone
2092245566
Raw XML Appendix365 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.

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IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt01580
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt033136
IRS990/TotalFunctionalExpensesGrp/TotalAmt054735
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt021614
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IRS990/TotalProgramServiceExpensesAmt033136
IRS990/TotalProgramServiceRevenueAmt013932
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt013932
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt054756
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt021614
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt021635
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt021614
IRS990/UnrestrictedNetAssetsGrp/EOYAmt021635
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SHAWNA SOUZA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BORCHARDT PTA
ReturnHeader/Filer/BusinessNameControlTxt0BORC
ReturnHeader/Filer/EIN0200696468
ReturnHeader/Filer/PhoneNum02096630515
ReturnHeader/Filer/USAddress/AddressLine1Txt0375 CULBERTSON DRIVE
ReturnHeader/Filer/USAddress/CityNm0LODI
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095240
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0464459238
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
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02019-05-15T13:51:29-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$21,635
Liabilities
$0
Net assets
$21,635
Revenue
$54,756
Expenses
$54,735
Net income
$21
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