Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

990EZ • Fiscal year 2019 • EIN 20-1692266

Jul 01, 2018 to Jun 30, 2019 • Filed on Sep 23, 2019

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 2019

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2019

Net Margin

23rd percentile

-11%

Higher net margin than 23% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

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.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

23rd percentile

-16%

Faster asset growth than 23% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

69th percentile

16%

Faster revenue growth than 69% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$31,272

Down $5,937 (-16%) from 2018

Net Assets

Down

$31,272

Down $5,937 (-16%) from 2018

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin23rd percentile

Revenue

Up

$55,166

Up $7,420 (+16%) from 2018

Expenses

Up

$61,103

Up $21,522 (+54%) from 2018

Net Income

Down

-$5,937

Down $14,102 (-173%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth23rd 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

2019

Assets$31,272
Liabilities-
Net Assets$31,272
Open 2019 Filing

Operations Trend

Revenue Growth69th 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

2019

Revenue$55,166
Expenses$61,103
Net Income-$5,937
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Sep 23, 2019
Return Version
2018v3.1
Gross Receipts
$108,911
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.$60,594-
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SHERYL WOODFinancial Sec-$0--
KIRSTEN RASMUSSENHospitality-$0--
CHARIS ALIPAZSecretary-$0--
KIM FEIERBACHMembership-$0--
ASHLEY SCHUTZPresident-$0--
CAROLINE BENOHistorian-$0--
AMANDA URENATreasurer-$0--
SHANNON FONTESVice President-$0--
ELSIE MCDONNELLAuditor-$0--
BREE KELLYPublicity-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Walk a Thon$33,617$33,617$4,335$29,282
Cookie Dough$29,938$29,938$17,963$11,975
Total Events$99,960$99,960$53,745$46,215
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
2019-09-23
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 $232”

Other Expenses.1

“GIFTS TO SCHOOLS $26946”

Other Expenses.2

“FIELD TRIPS $13798”

Other Expenses.3

“Extracurricular activities $7966”

Other Expenses.4

“Eighth grade celebration $1695”

Other Expenses.5

“MISC EXPENSES $1327”

Other Expenses.6

“Teacher appreciation $1313”

Other Expenses.7

“KINDER OWL SHIRTS $1254”

Other Expenses.8

“TESTING CAFE $1122”

Other Expenses.9

“SCHOLARSHIPS $1000”

Other Expenses.10

“CLASSROOM GIFTS $889”

Other Expenses.11

“FAMILY NIGHT $869”

Other Expenses.12

“PARENTS & PASTRIES $828”

Other Expenses.13

“HOSPITALITY $508”

Other Expenses.14

“CHILDCARE $400”

Other Expenses.15

“PTA SUPPLIES $398”

Other Expenses.16

“BOX TOPS $193”

Other Expenses.17

“MEMBERSHIP EXPENSE $53”

Other Expenses.18

“BANK CHARGES $2”

Raw XML Appendix209 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/CompensationAmt90
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4ASHLEY SCHUTZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5CAROLINE BENO
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7SHANNON FONTES
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9BREE KELLY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0FINANCIAL SEC
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1HOSPITALITY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3MEMBERSHIP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5HISTORIAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8AUDITOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9PUBLICITY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt060793
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/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO PROMOTE ACTIVITIES WHOSE PROCEEDS ARE USED TO BENEFIT THE STUDENTS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt060594
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt053745
IRS990EZ/SpecialEventsNetIncomeLossAmt049218
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt061103
IRS990EZ/TotalProgramServiceExpensesAmt060594
IRS990EZ/TotalRevenueAmt055166
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt05948
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt05807
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt03035
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt02309
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt017084
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt034183
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IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt02309
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt017084
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt034183
IRS990ScheduleA/TotalSupportAmt034183
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt053745
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0WALK A THON
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0COOKIE DOUGH
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt033617
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt029938
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt036405
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt099960
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt033617
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt029938
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt036405
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt099960
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt046215
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt031447
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt053745
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt04335
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt017963
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt03
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Insurance $232
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1GIFTS TO SCHOOLS $26946
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2FIELD TRIPS $13798
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3EXTRACURRICULAR ACTIVITIES $7966
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4EIGHTH GRADE CELEBRATION $1695
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5MISC EXPENSES $1327
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6TEACHER APPRECIATION $1313
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7KINDER OWL SHIRTS $1254
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8TESTING CAFE $1122
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9SCHOLARSHIPS $1000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10CLASSROOM GIFTS $889
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11FAMILY NIGHT $869
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12PARENTS & PASTRIES $828
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13HOSPITALITY $508
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14CHILDCARE $400
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15PTA SUPPLIES $398
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16BOX TOPS $193
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17MEMBERSHIP EXPENSE $53
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt18BANK CHARGES $2
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.15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc16Other Expenses.16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc17Other Expenses.17
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc18Other Expenses.18
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0AMANDA URENA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-09-23
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/ReturnTs02019-09-23T15:45:02-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$31,272
Liabilities
-
Net assets
$31,272
Revenue
$55,166
Expenses
$61,103
Net income
-$5,937
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