Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

990EZ • Fiscal year 2018 • EIN 20-1692266

Jul 01, 2017 to Jun 30, 2018 • Filed on Aug 23, 2018

Organization ProfileN/A
4445 W Ferguson AveVisalia, CA 93291

(559) 471-9021

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 2018

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2018

Net Margin

73rd percentile

17%

Higher net margin than 73% of similar nonprofits.

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

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

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

Asset Growth

77th percentile

28%

Faster asset growth than 77% of similar nonprofits.

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

Revenue Growth

42nd percentile

-3.9%

Faster revenue growth than 42% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$37,209

Up $8,165 (+28%) from 2017

Net Assets

Up

$37,209

Up $8,165 (+28%) from 2017

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin73rd percentile

Revenue

Down

$47,746

Down $1,963 (-3.9%) from 2017

Expenses

Down

$39,581

Down $8,820 (-18%) from 2017

Net Income

Up

$8,165

Up $6,857 (+524%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth77th percentile

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

$150K$100K$50K$0Assets 2012: $32,024Net Assets 2012: $32,0242012Assets 2013: $42,760Liabilities 2013: $02013Assets 2014: $18,815Net Assets 2014: $18,8152014Assets 2015: $33,968Net Assets 2015: $33,9682015Assets 2016: $27,736Net Assets 2016: $27,7362016Assets 2017: $29,044Net Assets 2017: $29,0442017Assets 2018: $37,209Net Assets 2018: $37,2092018Assets 2019: $31,272Net Assets 2019: $31,2722019Assets 2020: $41,529Net Assets 2020: $41,5292020Assets 2021: $33,697Net Assets 2021: $33,6972021Assets 2022: $47,652Net Assets 2022: $47,6522022Assets 2023: $124,829Net Assets 2023: $124,8292023Assets 2024: $113,165Net Assets 2024: $113,1652024Assets 2025: $43,085Net Assets 2025: $43,0852025

Highlighted filing

2018

Assets$37,209
Liabilities-
Net Assets$37,209
Open 2018 Filing

Operations Trend

Revenue Growth42nd percentile

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

$200K$100K$0-$100KRevenue 2012: $59,787Expenses 2012: $62,463Net Income 2012: -$2,6762012Revenue 2013: $46,392Expenses 2013: $35,656Net Income 2013: $10,7362013Revenue 2014: $57,672Expenses 2014: $81,617Net Income 2014: -$23,9452014Revenue 2015: $56,069Expenses 2015: $40,916Net Income 2015: $15,1532015Revenue 2016: $44,049Expenses 2016: $50,281Net Income 2016: -$6,2322016Revenue 2017: $49,709Expenses 2017: $48,401Net Income 2017: $1,3082017Revenue 2018: $47,746Expenses 2018: $39,581Net Income 2018: $8,1652018Revenue 2019: $55,166Expenses 2019: $61,103Net Income 2019: -$5,9372019Revenue 2020: $51,577Expenses 2020: $41,320Net Income 2020: $10,2572020Revenue 2021: $8,067Expenses 2021: $15,899Net Income 2021: -$7,8322021Revenue 2022: $45,782Expenses 2022: $31,827Net Income 2022: $13,9552022Revenue 2023: $128,465Expenses 2023: $51,288Net Income 2023: $77,1772023Revenue 2024: $91,005Expenses 2024: $102,669Net Income 2024: -$11,6642024Revenue 2025: $76,030Expenses 2025: $146,110Net Income 2025: -$70,0802025

Highlighted filing

2018

Revenue$47,746
Expenses$39,581
Net Income$8,165
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Aug 23, 2018
Return Version
2017v2.2
Gross Receipts
$91,802
Mission and Program Overview

Mission

To bring into close relation the home and the school, so that parents and teachers may cooperate intelligently in the education of the children. To develop united efforts between educators and the general public to secure for all children the highest advantages in education.

Program Services

DescriptionGrantsExpenses
TO PROMOTE ACTIVITIES WHOSE PROCEEDS ARE USED TO BENEFIT THE STUDENTS.$39,078-
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SHERYL WOODMembership-$0--
KIRSTEN RASMUSSENPresident-$0--
BEN COOPERVice President-$0--
KIM FEIERBACHHospitality-$0--
ASHLEY SCHUTZAuditor-$0--
CAROLINE BENOSecretary-$0--
AMANDA URENATreasurer-$0--
SHANNON FONTESFinancial Sec-$0--
ERIN LARGOZAPublicity-$0--
BREE KELLYHistorian-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Walk a Thon$37,163$37,163$4,552$32,611
Carnival$17,182$17,182$17,182$0
Total Events$83,414$83,414$44,056$39,358
Filing and Contact Details

Filer

Filer Name
Oak Grove School Pta
EIN
20-1692266
Phone
5594719021
Address
4445 W FERGUSON AVE, VISALIA, CA 93291

Signing Officer

Name
Amanda Urena
Title
Treasurer
Signed
2018-08-23
Discuss with paid preparer
Yes

Preparer

Firm
Pine Pedroncelli & Aguilar Inc
Address
3500 W Orchard Court, Visalia, CA 93277-9249
Preparer
Richard J Artis Ii
Phone
5596259800
Supplemental Narrative

Additional Explanations

Other Expenses.1012

“Insurance $228”

Other Expenses.1

“FIELD TRIPS $11556”

Other Expenses.2

“GIFTS TO SCHOOLS $9000”

Other Expenses.3

“Extracurricular activities $7166”

Other Expenses.4

“MISC EXPENSES $2450”

Other Expenses.5

“Teacher appreciation $1585”

Other Expenses.6

“Eighth grade celebration $1415”

Other Expenses.7

“SCHOLARSHIPS $1000”

Other Expenses.8

“CLASSROOM GIFTS $973”

Other Expenses.9

“PARENTS & PASTRIES $774”

Other Expenses.10

“STAR TESTING $619”

Other Expenses.11

“FAMILY NIGHT $555”

Other Expenses.12

“HOSPITALITY $473”

Other Expenses.13

“PTA SUPPLIES $470”

Other Expenses.14

“CHILDCARE $400”

Other Expenses.16

“BOX TOPS $213”

Other Expenses.17

“MEMBERSHIP EXPENSE $60”

Raw XML Appendix206 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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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0SHERYL WOOD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1KIRSTEN RASMUSSEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2BEN COOPER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3KIM FEIERBACH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4ASHLEY SCHUTZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5CAROLINE BENO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6AMANDA URENA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7SHANNON FONTES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8ERIN LARGOZA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9BREE KELLY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0MEMBERSHIP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3HOSPITALITY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4AUDITOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7FINANCIAL SEC
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8PUBLICITY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9HISTORIAN
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt038937
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO BRING INTO CLOSE RELATION THE HOME AND THE SCHOOL, SO THAT PARENTS AND TEACHERS MAY COOPERATE INTELLIGENTLY IN THE EDUCATION OF THE CHILDREN. TO DEVELOP UNITED EFFORTS BETWEEN EDUCATORS AND THE GENERAL PUBLIC TO SECURE FOR ALL CHILDREN THE HIGHEST ADVANTAGES IN EDUCATION.
IRS990EZ/PrintingPublicationsPostageAmt0334
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IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt039078
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt044056
IRS990EZ/SpecialEventsNetIncomeLossAmt041939
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt039581
IRS990EZ/TotalProgramServiceExpensesAmt039078
IRS990EZ/TotalRevenueAmt047746
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt05807
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt03035
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt02309
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt017084
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt018705
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt046940
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IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
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IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt046940
IRS990ScheduleA/SubstantialContributorsTotAmt00
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IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt05807
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt02309
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt017084
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt018705
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt046940
IRS990ScheduleA/TotalSupportAmt046940
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt044056
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0WALK A THON
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0CARNIVAL
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt037163
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt017182
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt029069
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt017182
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt029069
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt083414
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt039358
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt022322
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt044056
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt04552
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt017182
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt03
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Insurance $228
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FIELD TRIPS $11556
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2GIFTS TO SCHOOLS $9000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3EXTRACURRICULAR ACTIVITIES $7166
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4MISC EXPENSES $2450
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5TEACHER APPRECIATION $1585
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6EIGHTH GRADE CELEBRATION $1415
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7SCHOLARSHIPS $1000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8CLASSROOM GIFTS $973
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9PARENTS & PASTRIES $774
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10STAR TESTING $619
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11FAMILY NIGHT $555
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12HOSPITALITY $473
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13PTA SUPPLIES $470
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14CHILDCARE $400
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15BOX TOPS $213
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16MEMBERSHIP EXPENSE $60
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Expenses.11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Other Expenses.12
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Other Expenses.13
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Other Expenses.14
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Other Expenses.16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc16Other Expenses.17
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0AMANDA URENA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-08-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0OAK GROVE SCHOOL PTA
ReturnHeader/Filer/BusinessNameControlTxt0OAKG
ReturnHeader/Filer/EIN0201692266
ReturnHeader/Filer/PhoneNum05594719021
ReturnHeader/Filer/USAddress/AddressLine1Txt04445 W FERGUSON AVE
ReturnHeader/Filer/USAddress/CityNm0VISALIA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093291
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0770051886
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Pine Pedroncelli & Aguilar Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03500 W Orchard Court
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Visalia
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0932779249
ReturnHeader/PreparerPersonGrp/PhoneNum05596259800
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RICHARD J ARTIS II
ReturnHeader/ReturnTs02018-08-23T14:14:19-07:00
ReturnHeader/ReturnTypeCd0990EZ
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 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$37,209
Liabilities
-
Net assets
$37,209
Revenue
$47,746
Expenses
$39,581
Net income
$8,165
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.43$0.43$0.76$1.46$0.70
2024Detailed filing. Detailed filing data is available for this year.$1.13$1.13$0.91$1.03$0.12
2023Detailed filing. Detailed filing data is available for this year.$1.25$1.25$1.28$0.51$0.77
2022Detailed filing. Detailed filing data is available for this year.$0.48$0.48$0.46$0.32$0.14
2021Detailed filing. Detailed filing data is available for this year.$0.34$0.34$0.08$0.16$0.08
2020Detailed filing. Detailed filing data is available for this year.$0.42$0.42$0.52$0.41$0.10
2019Detailed filing. Detailed filing data is available for this year.$0.31$0.31$0.55$0.61$0.06
2018Detailed filing. Detailed filing data is available for this year.$0.37$0.37$0.48$0.40$0.08
2017Detailed filing. Detailed filing data is available for this year.$0.29$0.29$0.50$0.48$0.01
2016Detailed filing. Detailed filing data is available for this year.$0.28$0.28$0.44$0.50$0.06
2015Detailed filing. Detailed filing data is available for this year.$0.34$0.34$0.56$0.41$0.15
2014Detailed filing. Detailed filing data is available for this year.$0.19$0.19$0.58$0.82$0.24
2013Summary only. Only limited summary data is available for this year.$0.43$0.00$0.46$0.36$0.11
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.32$0.32$0.60$0.62$0.03