Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

990EZ • Fiscal year 2022 • EIN 20-5395152

Jul 01, 2021 to Jun 30, 2022 • Filed on Sep 13, 2022

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

58th percentile

0.00x

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

58th percentile

0.00x

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Net Margin

23rd percentile

-14%

Higher net margin than 23% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

15th percentile

-34%

Faster asset growth than 15% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

99th percentile

4462%

Faster revenue growth than 99% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$4,516

Down $2,289 (-34%) from 2021

Net Assets

Down

$4,516

Down $2,289 (-34%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin23rd percentile

Revenue

Up

$16,743

Up $16,376 (+4462%) from 2021

Expenses

Up

$19,032

Up $14,162 (+291%) from 2021

Net Income

Up

-$2,289

Up $2,214 (+49%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth15th 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

2022

Assets$4,516
Liabilities$0
Net Assets$4,516
Open 2022 Filing

Operations Trend

Revenue Growth99th 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

2022

Revenue$16,743
Expenses$19,032
Net Income-$2,289
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Sep 13, 2022
Return Version
2021v4.2
Gross Receipts
$16,743
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-$19,033
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARIAN BUSHMANTreasurer-$0--
NICOLE GUITIERREZPresidentPT$0--
CLAUDINE ZAMBRANASecretary-$0--
AMY GILDROYVice President-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Annual Fundr----
Harvest Carn----
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
Marian Bushman
Title
Treasurer
Phone
9256256828
Signed
2022-09-13
Discuss with paid preparer
Yes

Preparer

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

Additional Explanations

Description of other expenses Part I line 16

“Description amount5th grade celebration 861donations 1,071field day 3,688fundraising 3,451dues expense 243program expenses 1,571fundraising expenses 4,579recess 2,500bank fee 35supplies 75insurance 258”

Raw XML Appendix153 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/PersonNm0MARIAN BUSHMAN
IRS990EZ/BooksInCareOfDetail/PhoneNum09256256828
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt04801 FRANK HENGEL WAY
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0OAKLEY
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd094561
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt06805
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt04516
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0215
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-2289
IRS990EZ/FiledScheduleAInd0true
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IRS990EZ/Form1120PolFiledInd0false
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IRS990EZ/FundraisingGrossIncomeAmt016071
IRS990EZ/GrossReceiptsAmt016743
IRS990EZ/GroupExemptionNum00646
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0457
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt06805
IRS990EZ/NetAssetsOrFundBalancesEOYAmt04516
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt06805
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt04516
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt04.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt33.00
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/PersonNm0MARIAN BUSHMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1NICOLE GUITIERREZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2CLAUDINE ZAMBRANA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3AMY GILDROY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VICE PRESIDENT
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt018332
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0EDUCATION ENRICHMENT PROGRAMS
IRS990EZ/PrintingPublicationsPostageAmt0700
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0STUDENT PROGRAMS TO ENCOURAGE SCHOOL SPIRIT AND MORAL . PROVIDE PROGRAMS FOR HEALTHY LIFESTYLE AND EDUCTION
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt019033
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsNetIncomeLossAmt016071
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt019032
IRS990EZ/TotalProgramServiceExpensesAmt019033
IRS990EZ/TotalRevenueAmt016743
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0673
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0367
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0699
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt01196
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt01023
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt03958
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt016071
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt037544
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt025956
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt083049
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt0162620
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0166578
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt016744
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0367
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt038243
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt027152
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt084072
IRS990ScheduleA/Total509Grp/TotalAmt0166578
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt016744
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0367
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt038243
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt027152
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt084072
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0166578
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0ANNUAL FUNDR
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0HARVEST CARN
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION AMOUNT5TH GRADE CELEBRATION 861DONATIONS 1,071FIELD DAY 3,688FUNDRAISING 3,451DUES EXPENSE 243PROGRAM EXPENSES 1,571FUNDRAISING EXPENSES 4,579RECESS 2,500BANK FEE 35SUPPLIES 75INSURANCE 258
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL2
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd000
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MARIAN BUSHMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09256256828
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-09-13
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
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0640 Allagash Court
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Oakley
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094561
ReturnHeader/PreparerPersonGrp/PhoneNum09252404009
ReturnHeader/PreparerPersonGrp/PreparationDt02022-10-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Danielle Hurst
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02022-10-03T12:12:36-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MARIAN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BUSHMAN
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,516
Liabilities
$0
Net assets
$4,516
Revenue
$16,743
Expenses
$19,032
Net income
-$2,289
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