Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

990EZ • Fiscal year 2019 • EIN 20-5395152

Jul 01, 2018 to Jun 30, 2019 • Filed on Oct 25, 2019

Organization Profile
4801 Frank Hengel WayOakley, CA 94561

(925) 625-6828

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

57th percentile

0.00x

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

6th percentile

-79%

Higher net margin than 6% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

4th percentile

-78%

Faster asset growth than 4% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

10th percentile

-49%

Faster revenue growth than 10% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$4,752

Down $17,009 (-78%) from 2018

Net Assets

Down

$4,752

Down $17,009 (-78%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin6th percentile

Revenue

Down

$17,500

Down $16,620 (-49%) from 2018

Expenses

Up

$31,281

Up $9,807 (+46%) from 2018

Net Income

Down

-$13,781

Down $26,427 (-209%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth4th 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

2019

Assets$4,752
Liabilities$0
Net Assets$4,752
Open 2019 Filing

Operations Trend

Revenue Growth10th 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

2019

Revenue$17,500
Expenses$31,281
Net Income-$13,781
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Oct 25, 2019
Return Version
2018v3.1
Gross Receipts
$43,456
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-$57,237
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JENNIFER AYERSPresidentPT$0--
KATRINA MENDOZATreasurerPT$0--
CLAUDINE ZAMBRANASecretary-$0--
NICOLE GUTIERREZVice President-$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
Katrina Mendoza
Title
Treasurer
Phone
9256256828
Signed
2019-10-25
Discuss with paid preparer
No

Preparer

Firm
Hurst Bookkeeping
Address
640 Allagash Court, Oakley, CA 94561
Preparer
Danielle Hurst
Phone
9252404009
Supplemental Narrative

Additional Explanations

Description of other revenue Part I line 8

“Description amount5th grade 452petty cash 200personal donations 2,670refund 266”

Description of other expenses Part I line 16

“Description amountprogram expenses 21,608grade level expenses 960field day 1,907misc 301membership 752teacher appreciation 4,980operation 748business registration 25”

Raw XML Appendix156 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/PersonNm0CLAUDINE ZAMBRANA
IRS990EZ/BooksInCareOfDetail/PhoneNum09256256828
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt04801 FRANK HENGEL WAY
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0OAKLEY
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd094561
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt018533
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt04752
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt01196
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-13781
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt018533
IRS990EZ/Form990TotalAssetsGrp/EOYAmt04752
IRS990EZ/FundraisingGrossIncomeAmt037936
IRS990EZ/GrossReceiptsAmt043456
IRS990EZ/GroupExemptionNum00646
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0736
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt018533
IRS990EZ/NetAssetsOrFundBalancesEOYAmt04752
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt018533
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt04752
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt07.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt16.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt24.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt34.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JENNIFER AYERS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1KATRINA MENDOZA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2CLAUDINE ZAMBRANA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3NICOLE GUTIERREZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VICE PRESIDENT
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt031281
IRS990EZ/OtherRevenueTotalAmt03588
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/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt057237
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt025956
IRS990EZ/SpecialEventsNetIncomeLossAmt011980
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt031281
IRS990EZ/TotalProgramServiceExpensesAmt057237
IRS990EZ/TotalRevenueAmt017500
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt01196
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt01023
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt02954
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt04449
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt02669
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt012291
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt025956
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt083049
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt040441
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt042960
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt035617
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt0228023
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0240314
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt027152
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt084072
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt043395
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt047409
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt038286
IRS990ScheduleA/Total509Grp/TotalAmt0240314
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt027152
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt084072
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt043395
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt047409
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt038286
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0240314
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0ANNUAL FUNDR
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION AMOUNT5TH GRADE 452PETTY CASH 200PERSONAL DONATIONS 2,670REFUND 266
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION AMOUNTPROGRAM EXPENSES 21,608GRADE LEVEL EXPENSES 960FIELD DAY 1,907MISC 301MEMBERSHIP 752TEACHER APPRECIATION 4,980OPERATION 748BUSINESS REGISTRATION 25
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other revenue Part I line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
ReturnHeader/BuildTS02020-03-31 21:24:44Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0KATRINA MENDOZA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09256256828
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-10-25
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/FilingSecurityInformation/AtSubmissionCreationDeviceId071ECA9BF1A25A3EE75549CF113CA77B80806C749
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId071ECA9BF1A25A3EE75549CF113CA77B80806C749
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId06880502019310hgje2md
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02019-11-06
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0104.179.208.235
ReturnHeader/FilingSecurityInformation/IPDt02019-11-06
ReturnHeader/FilingSecurityInformation/IPTm017:10:25
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Hurst Bookkeeping
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0640 Allagash Court
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Oakley
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094561
ReturnHeader/PreparerPersonGrp/PhoneNum09252404009
ReturnHeader/PreparerPersonGrp/PreparationDt02019-11-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Danielle Hurst
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02019-11-06T17:08:44-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,752
Liabilities
$0
Net assets
$4,752
Revenue
$17,500
Expenses
$31,281
Net income
-$13,781
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