Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

990EZ • Fiscal year 2024 • EIN 20-1692266

Jul 01, 2023 to Jun 30, 2024 • Filed on Nov 15, 2024

4445 W Ferguson AveVisalia, CA 93291

(805) 340-3743

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 2024

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2024

Net Margin

24th percentile

-13%

Higher net margin than 24% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

33rd percentile

-9.3%

Faster asset growth than 33% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

19th percentile

-29%

Faster revenue growth than 19% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Assets

Down

$113,165

Down $11,664 (-9.3%) from 2023

Net Assets

Down

$113,165

Down $11,664 (-9.3%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$91,005

Down $37,460 (-29%) from 2023

Expenses

Up

$102,669

Up $51,381 (+100%) from 2023

Net Income

Down

-$11,664

Down $88,841 (-115%) from 2023

Historical Trend

Balance Sheet Trend

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

2024

Assets$113,165
Liabilities-
Net Assets$113,165

Operations Trend

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

2024

Revenue$91,005
Expenses$102,669
Net Income-$11,664
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Nov 15, 2024
Return Version
2023v5.1
Gross Receipts
$98,479
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.--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
LAUREN PETERSTreasurer-$0--
ASHLEY SCHUTZVice President-$0--
CAROLINE BENOSecretary-$0--
RENEE HANDLEYParliamentrian-$0--
JACKIE NIEHUSHistorian-$0--
ALESA HEFNERAuditor-$0--
SHERYL WOODPresident-$0--
KIM FEIERBACHHospitality-$0--
KRISTEN RASMUSSENYearbook-$0--
LACEY CHOJNACKIFinancial Sec-$0--
MARISSA AVILACommunications-$0--
VANESSA GIPSONMembership-$0--
GRETCHEN KAHWAJIRestaurant Nigh-$0--
STEPHANIE GIMLINSpirit-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fundraising$52,494$52,494$7,474$45,020
School Events$43,917$43,917-$43,917
Total Events$96,411$96,411$7,474$88,937
Filing and Contact Details

Filer

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

Signing Officer

Name
Lauren Peters
Title
Treasurer
Signed
2024-11-15
Discuss with paid preparer
Yes

Preparer

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

Additional Explanations

Payments to Affiliates.1

Name: OAK GROVE ELEMENTARY SCHOOL | Address: 4445 W FERGUSON VISALIA, CA 93291 | Purpose of payment: SUPPORT OF SCHOOL PROGRAMS | Amount: $31519

Other Expenses.1002

Office Expenses $1460

Other Expenses.1012

Insurance $282

Other Expenses.1

Extracurricular activities $26759

Other Expenses.2

FRADULANT CHARGES $26466

Other Expenses.3

WALK A THON $4249

Other Expenses.4

GEAR $3854

Other Expenses.5

Teacher appreciation $2358

Other Expenses.6

YEARBOOK $2250

Other Expenses.7

HOSPITALITY $2177

Other Expenses.8

SCHOLARSHIPS $860

Other Expenses.9

FILING FEES $75

Other Assets.1

CARNIVAL PROCEEDS - Beginning $12810 CARNIVAL PROCEEDS - Ending $0

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/PersonNm0LAUREN PETERS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ASHLEY SCHUTZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2CAROLINE BENO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3RENEE HANDLEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JACKIE NIEHUS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5ALESA HEFNER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6SHERYL WOOD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7KIM FEIERBACH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8KRISTEN RASMUSSEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9LACEY CHOJNACKI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10MARISSA AVILA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11VANESSA GIPSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm12GRETCHEN KAHWAJI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm13STEPHANIE GIMLIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3PARLIAMENTRIAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4HISTORIAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5AUDITOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7HOSPITALITY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8YEARBOOK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9FINANCIAL SEC
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10COMMUNICATIONS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11MEMBERSHIP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt12RESTAURANT NIGH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt13SPIRIT
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt012810
IRS990EZ/OtherExpensesTotalAmt070790
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.
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IRS990EZ/SpecialEventsNetIncomeLossAmt091000
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IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
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IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt01372
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt01939
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0453
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt02571
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt06335
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IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
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IRS990ScheduleA/PublicSupportTotal170Amt06335
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt01372
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IRS990ScheduleA/TotalSupportAmt06335
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IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt07474
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0FUNDRAISING
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0SCHOOL EVENTS
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt052494
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt043917
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt096411
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt052494
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt043917
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IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt07474
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Name: OAK GROVE ELEMENTARY SCHOOL | Address: 4445 W FERGUSON VISALIA, CA 93291 | Purpose of payment: SUPPORT OF SCHOOL PROGRAMS | Amount: $31519
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Expenses $1460
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Insurance $282
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3EXTRACURRICULAR ACTIVITIES $26759
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4FRADULANT CHARGES $26466
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5WALK A THON $4249
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6GEAR $3854
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7TEACHER APPRECIATION $2358
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8YEARBOOK $2250
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9HOSPITALITY $2177
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10SCHOLARSHIPS $860
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11FILING FEES $75
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12CARNIVAL PROCEEDS - Beginning $12810 CARNIVAL PROCEEDS - Ending $0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Payments to Affiliates.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Expenses.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Other Assets.1
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LAUREN PETERS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0OAK GROVE SCHOOL PTA
ReturnHeader/Filer/BusinessNameControlTxt0OAKG
ReturnHeader/Filer/EIN0201692266
ReturnHeader/Filer/USAddress/AddressLine1Txt04445 W FERGUSON AVE
ReturnHeader/Filer/USAddress/CityNm0VISALIA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093291
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
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/ZIPCd093277
ReturnHeader/PreparerPersonGrp/PhoneNum05596259800
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RICHARD J ARTIS II
ReturnHeader/ReturnTs02024-11-15T08:23:51-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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