Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

990EZ • Fiscal year 2020 • EIN 20-1692266

Jul 01, 2019 to Jun 30, 2020 • Filed on Jul 24, 2020

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 2020

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2020

Net Margin

69th percentile

20%

Higher net margin than 69% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

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.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

74th percentile

33%

Faster asset growth than 74% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

57th percentile

-6.5%

Faster revenue growth than 57% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$41,529

Up $10,257 (+33%) from 2019

Net Assets

Up

$41,529

Up $10,257 (+33%) from 2019

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin69th percentile

Revenue

Down

$51,577

Down $3,589 (-6.5%) from 2019

Expenses

Down

$41,320

Down $19,783 (-32%) from 2019

Net Income

Up

$10,257

Up $16,194 (+273%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth74th 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

2020

Assets$41,529
Liabilities-
Net Assets$41,529
Open 2020 Filing

Operations Trend

Revenue Growth57th 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

2020

Revenue$51,577
Expenses$41,320
Net Income$10,257
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Jul 24, 2020
Return Version
2019v5.0
Gross Receipts
$93,136
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.$40,793-
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SHERYL WOODFinancial Sec-$0--
KIRSTEN RASMUSSENHospitality-$0--
CHARIS ALIPAZSecretary-$0--
BEN COOPERParliamentarian-$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$36,641$36,641$4,736$31,905
Cookie Dough$31,491$31,491$19,145$12,346
Total Events$84,137$84,137$39,886$44,251
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
2020-07-24
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

“FIELD TRIPS $14191”

Other Expenses.2

“GIFTS TO SCHOOLS $12000”

Other Expenses.3

“Extracurricular activities $4986”

Other Expenses.4

“SCHOLARSHIPS $3000”

Other Expenses.5

“Teacher appreciation $1496”

Other Expenses.6

“MISC EXPENSES $1075”

Other Expenses.7

“CLASSROOM GIFTS $907”

Other Expenses.8

“PARENTS & PASTRIES $862”

Other Expenses.9

“KINDER OWL SHIRTS $656”

Other Expenses.10

“HOSPITALITY $394”

Other Expenses.11

“Eighth grade celebration $347”

Other Expenses.12

“CHILDCARE $300”

Other Expenses.13

“PTA SUPPLIES $297”

Other Expenses.14

“MEMBERSHIP EXPENSE $105”

Other Expenses.15

“SPIRIT GEAR $80”

Other Expenses.16

“BOX TOPS $34”

Other Expenses.17

“PRINTING $28”

Raw XML Appendix207 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/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1KIRSTEN RASMUSSEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2CHARIS ALIPAZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3BEN COOPER
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/TitleTxt3PARLIAMENTARIAN
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/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt040990
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.
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IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/SpecialEventsDirectExpensesAmt041559
IRS990EZ/SpecialEventsNetIncomeLossAmt049006
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt041320
IRS990EZ/TotalProgramServiceExpensesAmt040793
IRS990EZ/TotalRevenueAmt051577
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt02571
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt05948
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt05807
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt03035
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt02309
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt019670
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IRS990ScheduleA/SubstantialContributorsTotAmt00
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IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt02571
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IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt019670
IRS990ScheduleA/TotalSupportAmt019670
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt039886
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0WALK A THON
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0COOKIE DOUGH
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt036641
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt031491
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt016005
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt031491
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt016005
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IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt016005
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IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt04736
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt019145
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Insurance $232
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FIELD TRIPS $14191
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2GIFTS TO SCHOOLS $12000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3EXTRACURRICULAR ACTIVITIES $4986
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4SCHOLARSHIPS $3000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5TEACHER APPRECIATION $1496
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6MISC EXPENSES $1075
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7CLASSROOM GIFTS $907
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8PARENTS & PASTRIES $862
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9KINDER OWL SHIRTS $656
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10HOSPITALITY $394
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11EIGHTH GRADE CELEBRATION $347
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12CHILDCARE $300
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13PTA SUPPLIES $297
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14MEMBERSHIP EXPENSE $105
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15SPIRIT GEAR $80
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16BOX TOPS $34
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17PRINTING $28
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
ReturnHeader/BuildTS02020-11-19 02:30:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0AMANDA URENA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-07-24
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/ReturnTs02020-07-24T11:40:22-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$41,529
Liabilities
-
Net assets
$41,529
Revenue
$51,577
Expenses
$41,320
Net income
$10,257
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