Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

990EZ • Fiscal year 2014 • EIN 20-1994260

Jul 01, 2013 to Jun 30, 2014 • Filed on Feb 12, 2015

38755 Brookside Ave92223

(951) 836-6255

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 2014

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2014

Net Margin

42nd percentile

0.2%

Higher net margin than 42% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2014

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2014

Assets

$5,697

No earlier filing loaded for comparison.

Net Assets

$5,697

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue

$28,836

No earlier filing loaded for comparison.

Expenses

$28,766

No earlier filing loaded for comparison.

Net Income

$70

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$100K$50K$0Assets 2014: $5,697Net Assets 2014: $5,6972014Assets 2015: $8,929Net Assets 2015: $8,9292015Assets 2016: $12,672Net Assets 2016: $12,6722016Assets 2017: $7,142Net Assets 2017: $7,1422017Assets 2018: $8,585Net Assets 2018: $8,5852018Assets 2019: $12,980Net Assets 2019: $12,9802019Assets 2020: $15,130Net Assets 2020: $82,6942020Assets 2024: $8,457Net Assets 2024: $8,4572024Assets 2025: $9,306Liabilities 2025: $216Net Assets 2025: $9,0902025

Highlighted filing

2014

Assets$5,697
Liabilities-
Net Assets$5,697

Operations Trend

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

$100K$50K$0-$50KRevenue 2014: $28,836Expenses 2014: $28,766Net Income 2014: $702014Revenue 2015: $33,584Expenses 2015: $30,352Net Income 2015: $3,2322015Revenue 2016: $35,213Expenses 2016: $31,470Net Income 2016: $3,7432016Revenue 2017: $38,824Expenses 2017: $44,354Net Income 2017: -$5,5302017Revenue 2018: $48,213Expenses 2018: $46,770Net Income 2018: $1,4432018Revenue 2019: $54,798Expenses 2019: $50,403Net Income 2019: $4,3952019Revenue 2020: $83,940Expenses 2020: $28,917Net Income 2020: $55,0232020Revenue 2024: $74,820Expenses 2024: $74,464Net Income 2024: $3562024Revenue 2025: $63,119Expenses 2025: $62,486Net Income 2025: $6332025

Highlighted filing

2014

Revenue$28,836
Expenses$28,766
Net Income$70
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Feb 12, 2015
Return Version
2013v4.0
Gross Receipts
$73,170
Mission and Program Overview

Mission

Support Student Activities including educational assemblies; study trips; Winterfest; Celebrate the Arts; Celebrate Reading and Read-a-Thon; Field Trips; Harvest Festival and Carnival; math night; Author's Fair; and parent/student dances.

Support Student Activities including study trips; yearbook; family nights; and reading and running clubs.

Program Services

DescriptionGrantsExpenses
Study Trips for 1st through 5th Grades; Annual YearBook; Teacher Appreciation; Talent Show; Running and Reading Clubs; Family Nights; 5th Grade Promotion; and, School Improvement.$25,767-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Debra RoppeltPresidentPT$0--
Andrea PetersenTreasurer-$0--
Jessica WarrickSecretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$23,473$22,809$13,721$9,088
Event 2$13,120$13,120$10,987$2,133
Total Events$62,010$61,246$44,334$16,912
Filing and Contact Details

Filer

EIN
20-1994260
Phone
9518366255

Signing Officer

Name
Debra Roppelt
Title
President
Signed
2015-02-12
Discuss with paid preparer
Yes

Preparer

Preparer
Deborah StMartin EA
Phone
9519226619
Supplemental Narrative

Additional Explanations

Other Expenses.1002

Office Expenses $874

Other Expenses.1012

Insurance $202

Other Expenses.1

Program Services $24375

Other Expenses.2

Teacher Appreciation $1392

Other Expenses.3

Hospitality $1030

Other Expenses.4

Dues & Subscriptions $239

Other Expenses.5

Bank Charges $177

Other Expenses.6

Annual Theme $177

Other Expenses.7

Incentives $70

Raw XML Appendix171 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.

Path#Value
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IRS990EZ/BooksInCareOfDetail/PersonNm0Debra Roppelt
IRS990EZ/BooksInCareOfDetail/PhoneNum09518453030
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine105215 W Gilman Street
IRS990EZ/BooksInCareOfDetail/USAddress/City0Banning
IRS990EZ/BooksInCareOfDetail/USAddress/State0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode092220
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt06426
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt05697
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt07680
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt070
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0175
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt06426
IRS990EZ/Form990TotalAssetsGrp/EOYAmt05697
IRS990EZ/FundraisingGrossIncomeAmt061246
IRS990EZ/GrossReceiptsAmt073170
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt06
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt047
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt06426
IRS990EZ/NetAssetsOrFundBalancesEOYAmt05697
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt06426
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt05697
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Debra Roppelt
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Andrea Petersen
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Jessica Warrick
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt0-799
IRS990EZ/OtherExpensesTotalAmt028536
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Support Student Activities including study trips; yearbook; family nights; and reading and running clubs.
IRS990EZ/PrintingPublicationsPostageAmt055
IRS990EZ/ProgramServiceRevenueAmt04191
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Study Trips for 1st through 5th Grades; Annual YearBook; Teacher Appreciation; Talent Show; Running and Reading Clubs; Family Nights; 5th Grade Promotion; and, School Improvement.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt025767
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt044334
IRS990EZ/SpecialEventsNetIncomeLossAmt016912
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt028766
IRS990EZ/TotalProgramServiceExpensesAmt025767
IRS990EZ/TotalRevenueAmt028836
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt07680
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt07680
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt06
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt06
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt04191
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt04191
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt06
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt06
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal509Amt011871
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt011871
IRS990ScheduleA/Total509Grp/TotalAmt011871
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt011877
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt011877
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt0764
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt0664
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriOtherEventsAmt0100
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt044334
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt023473
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt013120
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt025417
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt062010
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt022809
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt013120
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt025317
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt061246
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent1Amt0Fall Fundraiser
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent2Amt0Photos; Yearbook; Merchandise Sales
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt016912
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt019626
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt044334
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt013721
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt010987
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt02
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $874
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Insurance $202
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Program Services $24375
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Teacher Appreciation $1392
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Hospitality $1030
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Dues & Subscriptions $239
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Bank Charges $177
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Annual Theme $177
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Incentives $70
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.7
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Debra Roppelt
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-02-12
ReturnHeader/Filer/BusinessName/BusinessNameLine10PTA California Congress of Parents
ReturnHeader/Filer/BusinessName/BusinessNameLine20Bookside Elementary PTA
ReturnHeader/Filer/BusinessNameControlTxt0PTAC
ReturnHeader/Filer/EIN0201994260
ReturnHeader/Filer/PhoneNum09518366255
ReturnHeader/Filer/USAddress/AddressLine1038755 Brookside Ave
ReturnHeader/Filer/USAddress/City0Beaumont
ReturnHeader/Filer/USAddress/State0CA
ReturnHeader/Filer/USAddress/ZIPCode092223
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10Oak Valley Tax
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10795 E Sixth St Suite A
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0Beaumont
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode092223
ReturnHeader/PreparerPersonGrp/PhoneNum09519226619
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Deborah StMartin EA
ReturnHeader/ReturnTs02015-02-12T07:01:30-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2014 filings • 501(c)3 • <$500k nonprofits