Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

990EZ • Fiscal year 2016 • EIN 20-5395152

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

Organization Profile
4801 Frank Hengel WayOakley, CA 94561

(925) 207-4067

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

82nd percentile

27%

Higher net margin than 82% 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

88th percentile

71%

Faster asset growth than 88% of similar nonprofits.

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

Revenue Growth

59th percentile

6.8%

Faster revenue growth than 59% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$14,939

Up $6,197 (+71%) from 2015

Net Assets

Up

$14,939

Up $7,636 (+105%) from 2015

Liabilities

Down

$0

Down $1,439 (-100%) from 2015

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin82nd percentile

Revenue

Up

$23,331

Up $1,492 (+6.8%) from 2015

Expenses

Up

$17,134

Up $2,096 (+14%) from 2015

Net Income

Down

$6,197

Down $604 (-8.9%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth88th percentile

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

$30K$20K$10K$0Assets 2012: $9,172Liabilities 2012: $02012Assets 2013: $13,262Liabilities 2013: $02013Assets 2015: $8,742Liabilities 2015: $1,439Net Assets 2015: $7,3032015Assets 2016: $14,939Liabilities 2016: $0Net Assets 2016: $14,9392016Assets 2017: $9,115Liabilities 2017: $0Net Assets 2017: $9,1152017Assets 2018: $21,761Liabilities 2018: $0Net Assets 2018: $21,7612018Assets 2019: $4,752Liabilities 2019: $0Net Assets 2019: $4,7522019Assets 2020: $11,308Liabilities 2020: $0Net Assets 2020: $11,3082020Assets 2021: $6,805Liabilities 2021: $0Net Assets 2021: $6,8052021Assets 2022: $4,516Liabilities 2022: $0Net Assets 2022: $4,5162022Assets 2023: $17,887Liabilities 2023: $0Net Assets 2023: $17,8872023Assets 2024: $13,515Liabilities 2024: $0Net Assets 2024: $13,5152024

Highlighted filing

2016

Assets$14,939
Liabilities$0
Net Assets$14,939
Open 2016 Filing

Operations Trend

Revenue Growth59th percentile

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

$40K$20K$0-$20KRevenue 2012: $14,982Expenses 2012: $13,944Net Income 2012: $1,0382012Revenue 2013: $19,405Expenses 2013: $15,315Net Income 2013: $4,0902013Revenue 2015: $21,839Expenses 2015: $15,038Net Income 2015: $6,8012015Revenue 2016: $23,331Expenses 2016: $17,134Net Income 2016: $6,1972016Revenue 2017: $16,019Expenses 2017: $20,404Net Income 2017: -$4,3852017Revenue 2018: $34,120Expenses 2018: $21,474Net Income 2018: $12,6462018Revenue 2019: $17,500Expenses 2019: $31,281Net Income 2019: -$13,7812019Revenue 2020: $20,724Expenses 2020: $13,928Net Income 2020: $6,7962020Revenue 2021: $367Expenses 2021: $4,870Net Income 2021: -$4,5032021Revenue 2022: $16,743Expenses 2022: $19,032Net Income 2022: -$2,2892022Revenue 2023: $25,586Expenses 2023: $12,215Net Income 2023: $13,3712023Revenue 2024: $15,924Expenses 2024: $21,146Net Income 2024: -$5,2222024

Highlighted filing

2016

Revenue$23,331
Expenses$17,134
Net Income$6,197
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Aug 15, 2016
Return Version
2015v2.1
Gross Receipts
$48,625
Mission and Program Overview

Mission

Education enrichment programs

Program Services

DescriptionGrantsExpenses
STUDENT PROGRAMS TO ENCOURAGE SCHOOL SPIRIT AND MORAL PROVIDE PROGRAMS FOR HEALTHY LIFESTYLE AND EDUCTION--
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
VERENISE DISALVIPresidentPT$0--
JENNIFER AYERSSecretaryPT$0--
MICHELLE WOHRLETreasurerPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Annual Fundr----
Filing and Contact Details

Filer

Filer Name
Iron House Elementary School Pta
EIN
20-5395152
Address
4801 FRANK HENGEL WAY, OAKLEY, CA 94561

Signing Officer

Name
Michelle Wohrle
Title
President
Phone
9252074067
Signed
2016-08-15
Discuss with paid preparer
No

Preparer

Firm
Hurst Bookkeeping & Tax
Address
640 ALLAGASH COURT, Oakley, CA 94561
Preparer
Danielle Hurst
Phone
7075368639
Supplemental Narrative

Additional Explanations

Description of other revenue Part I line 8

“Description amountgrade level income 234petty cash 100math night 76supplies return 4refund 10wish list 142”

Description of other expenses Part I line 16

“Description amountprogram expenses 5,058grade level expenses 4,810council 463business registration 25membership 72bank charges 50insurance 216operating 1,997teacher appreciation 4,443”

Raw XML Appendix144 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0MICHELLE WOHRLE
IRS990EZ/BooksInCareOfDetail/PhoneNum09252074067
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt04801 FRANK HENGEL WAY
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0OAKLEY
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd094561
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt08742
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt014939
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt04449
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt06197
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt08742
IRS990EZ/Form990TotalAssetsGrp/EOYAmt014939
IRS990EZ/FundraisingGrossIncomeAmt042960
IRS990EZ/GrossReceiptsAmt048625
IRS990EZ/GroupExemptionNum00646
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0650
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt08742
IRS990EZ/NetAssetsOrFundBalancesEOYAmt014939
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt08742
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt014939
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt07.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt16.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt26.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0VERENISE DISALVI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JENNIFER AYERS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MICHELLE WOHRLE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt017134
IRS990EZ/OtherRevenueTotalAmt0566
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0EDUCATION ENRICHMENT PROGRAMS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0STUDENT PROGRAMS TO ENCOURAGE SCHOOL SPIRIT AND MORAL PROVIDE PROGRAMS FOR HEALTHY LIFESTYLE AND EDUCTION
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt025294
IRS990EZ/SpecialEventsNetIncomeLossAmt017666
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt017134
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt023331
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt04449
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt02669
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt01172
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0739
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt01005
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt010034
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt042960
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt035617
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt056285
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt044336
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt033177
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt0212375
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0222409
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt047409
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt038286
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt057457
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt045075
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt034182
IRS990ScheduleA/Total509Grp/TotalAmt0222409
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt047409
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt038286
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt057457
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt045075
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt034182
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0222409
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0ANNUAL FUNDR
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION AMOUNTGRADE LEVEL INCOME 234PETTY CASH 100MATH NIGHT 76SUPPLIES RETURN 4REFUND 10WISH LIST 142
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION AMOUNTPROGRAM EXPENSES 5,058GRADE LEVEL EXPENSES 4,810COUNCIL 463BUSINESS REGISTRATION 25MEMBERSHIP 72BANK CHARGES 50INSURANCE 216OPERATING 1,997TEACHER APPRECIATION 4,443
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other revenue Part I line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
ReturnHeader/BuildTS02016-12-15 16:53:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0MICHELLE WOHRLE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09252074067
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-08-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0IRON HOUSE ELEMENTARY SCHOOL PTA
ReturnHeader/Filer/BusinessNameControlTxt0IRON
ReturnHeader/Filer/EIN0205395152
ReturnHeader/Filer/USAddress/AddressLine1Txt04801 FRANK HENGEL WAY
ReturnHeader/Filer/USAddress/CityNm0OAKLEY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094561
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HURST BOOKKEEPING & TAX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0640 ALLAGASH COURT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Oakley
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094561
ReturnHeader/PreparerPersonGrp/PhoneNum07075368639
ReturnHeader/PreparerPersonGrp/PreparationDt02016-08-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DANIELLE HURST
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02016-08-04T11:59:37-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$14,939
Liabilities
$0
Net assets
$14,939
Revenue
$23,331
Expenses
$17,134
Net income
$6,197
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$13.5$0.00$13.5$15.9$21.1$5.22
2023Detailed filing. Detailed filing data is available for this year.$17.9$0.00$17.9$25.6$12.2$13.4
2022Detailed filing. Detailed filing data is available for this year.$4.52$0.00$4.52$16.7$19.0$2.29
2021Detailed filing. Detailed filing data is available for this year.$6.81$0.00$6.81$0.37$4.87$4.50
2020Detailed filing. Detailed filing data is available for this year.$11.3$0.00$11.3$20.7$13.9$6.80
2019Detailed filing. Detailed filing data is available for this year.$4.75$0.00$4.75$17.5$31.3$13.8
2018Detailed filing. Detailed filing data is available for this year.$21.8$0.00$21.8$34.1$21.5$12.6
2017Detailed filing. Detailed filing data is available for this year.$9.12$0.00$9.12$16.0$20.4$4.39
2016Detailed filing. Detailed filing data is available for this year.$14.9$0.00$14.9$23.3$17.1$6.20
2015Detailed filing. Detailed filing data is available for this year.$8.74$1.44$7.30$21.8$15.0$6.80
2013Summary only. Only limited summary data is available for this year.$13.3$0.00$19.4$15.3$4.09
2012Summary only. Only limited summary data is available for this year.$9.17$0.00$15.0$13.9$1.04