Civic Intelligence

PTA California Congress of Parents Teachers and Students Inc

990EZ • Fiscal year 2016 • EIN 20-5013343

Jul 01, 2015 to Jun 30, 2016 • Filed on Nov 15, 2016

1401 E Pennsylvania AvenueRedlands, CA 92374

(909) 307-2430

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

56th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

55th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

67th percentile

12%

Higher net margin than 67% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

79th percentile

32%

Faster asset growth than 79% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

64th percentile

11%

Faster revenue growth than 64% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Up

$15,528

Up $3,772 (+32%) from 2015

Net Assets

Up

$15,528

Up $3,772 (+32%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue

Up

$32,033

Up $3,080 (+11%) from 2015

Expenses

Down

$28,261

Down $1,197 (-4.1%) from 2015

Net Income

Up

$3,772

Up $4,277 (+847%) from 2015

Historical Trend

Balance Sheet Trend

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

$40K$30K$20K$10K$0Assets 2012: $13,696Liabilities 2012: $0Net Assets 2012: $13,6962012Assets 2013: $26,874Liabilities 2013: $0Net Assets 2013: $26,8742013Assets 2014: $12,261Liabilities 2014: $0Net Assets 2014: $12,2612014Assets 2015: $11,756Liabilities 2015: $0Net Assets 2015: $11,7562015Assets 2016: $15,528Liabilities 2016: $0Net Assets 2016: $15,5282016Assets 2017: $27,559Liabilities 2017: $0Net Assets 2017: $27,5592017Assets 2018: $33,402Liabilities 2018: $0Net Assets 2018: $33,4022018Assets 2019: $1,876Liabilities 2019: $0Net Assets 2019: $1,8762019Assets 2020: $7,003Liabilities 2020: $0Net Assets 2020: $7,0032020Assets 2022: $32,793Liabilities 2022: $0Net Assets 2022: $32,7932022Assets 2023: $25,749Liabilities 2023: $0Net Assets 2023: $25,7492023Assets 2024: $39,013Liabilities 2024: $0Net Assets 2024: $39,0132024

Highlighted filing

2016

Assets$15,528
Liabilities$0
Net Assets$15,528

Operations Trend

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

$100K$50K$0-$50KRevenue 2012: $25,324Expenses 2012: $17,599Net Income 2012: $7,7252012Revenue 2013: $39,930Expenses 2013: $26,752Net Income 2013: $13,1782013Revenue 2014: $30,439Expenses 2014: $45,052Net Income 2014: -$14,6132014Revenue 2015: $28,953Expenses 2015: $29,458Net Income 2015: -$5052015Revenue 2016: $32,033Expenses 2016: $28,261Net Income 2016: $3,7722016Revenue 2017: $30,914Expenses 2017: $18,883Net Income 2017: $12,0312017Revenue 2018: $26,874Expenses 2018: $21,031Net Income 2018: $5,8432018Revenue 2019: $20,070Expenses 2019: $51,596Net Income 2019: -$31,5262019Revenue 2020: $22,825Expenses 2020: $17,698Net Income 2020: $5,1272020Revenue 2022: $51,975Expenses 2022: $25,660Net Income 2022: $26,3152022Revenue 2023: $52,654Expenses 2023: $59,698Net Income 2023: -$7,0442023Revenue 2024: $60,192Expenses 2024: $46,928Net Income 2024: $13,2642024

Highlighted filing

2016

Revenue$32,033
Expenses$28,261
Net Income$3,772
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Nov 15, 2016
Return Version
2015v2.1
Gross Receipts
$62,909
Mission and Program Overview

Mission

Studentteacher support programs

Program Services

DescriptionGrantsExpenses
STUDENT PROGRAMS AND ASSEMBLIESACTIVITIES FOR APPROXIMATELY 500 STUDENTS AT JUDSON AND BROWN ELEMENTARY SCHOOL-$28,052
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAWN LADDPresident-$0--
JOY RAMIREZExec Vice President-$0--
ERICA BERNSTEINTreasurer-$0--
TERESA GIBBONS1st VP Fundraising-$0--
LYNETTE MACKAYVP Membership-$0--
HEIDI JONESParliamentarian-$0--
STEPHANIE SCHOFIELDHistorian-$0--
AMY KALLIOAuditor-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fall Fundrsr$30,120$30,120$17,581$12,539
Jog a Thon$14,608$14,608-$14,608
Total Events$56,280$56,280$28,052$28,228
Filing and Contact Details

Filer

Filer Name
Judson & Brown Pta
EIN
20-5013343
Address
1401 E PENNSYLVANIA AVENUE, REDLANDS, CA 92374

Signing Officer

Name
Dawn Ladd
Title
President
Phone
9093072430
Signed
2016-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Skeen & Co Cpas Inc
Address
615-A BROOKSIDE AVENUE, REDLANDS, CA 92373
Preparer
G Scott Litel
Phone
9097938135
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

Description amountprogram and general expenses 26,286insurance 216unit fees and tax filing fees 456pta memberships 1,303

Raw XML Appendix188 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/PersonNm5HEIDI JONES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6STEPHANIE SCHOFIELD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7AMY KALLIO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1EXEC VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4VP MEMBERSHIP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5PARLIAMENTARIAN
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IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt028052
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
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IRS990EZ/SchoolOperatingInd0false
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt015676
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0310066
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
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IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION AMOUNTPROGRAM AND GENERAL EXPENSES 26,286INSURANCE 216UNIT FEES AND TAX FILING FEES 456PTA MEMBERSHIPS 1,303
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DAWN LADD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09093072430
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JUDSON & BROWN PTA
ReturnHeader/Filer/BusinessNameControlTxt0JUDS
ReturnHeader/Filer/EIN0205013343
ReturnHeader/Filer/USAddress/AddressLine1Txt01401 E PENNSYLVANIA AVENUE
ReturnHeader/Filer/USAddress/CityNm0REDLANDS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092374
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0200434914
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SKEEN & CO CPAS INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0615-A BROOKSIDE AVENUE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0REDLANDS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092373
ReturnHeader/PreparerPersonGrp/PhoneNum09097938135
ReturnHeader/PreparerPersonGrp/PreparationDt02016-11-22
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0G SCOTT LITEL
ReturnHeader/ReturnTs02016-11-22T13:16:30-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

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Filings