Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

990EZ • Fiscal year 2023 • EIN 20-5395152

Jul 01, 2022 to Jun 30, 2023 • Filed on Jul 27, 2023

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.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

59th percentile

0.00x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

91st percentile

52%

Higher net margin than 91% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

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.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

97th percentile

296%

Faster asset growth than 97% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

81st percentile

53%

Faster revenue growth than 81% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$17,887

Up $13,371 (+296%) from 2022

Net Assets

Up

$17,887

Up $13,371 (+296%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin91st percentile

Revenue

Up

$25,586

Up $8,843 (+53%) from 2022

Expenses

Down

$12,215

Down $6,817 (-36%) from 2022

Net Income

Up

$13,371

Up $15,660 (+684%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth97th 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

2023

Assets$17,887
Liabilities$0
Net Assets$17,887
Open 2023 Filing

Operations Trend

Revenue Growth81st 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

2023

Revenue$25,586
Expenses$12,215
Net Income$13,371
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Jul 27, 2023
Return Version
2022v5.0
Gross Receipts
$51,834
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-$38,462
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARIAN BUSHMANTreasurer-$0--
CLAUDINE ZAMBRANASecretary-$0--
AMY GILDROYPresident-$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
2023-07-27
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 revenue Part I line 8

“Description amount5th grade income 891smores night 184rounding 2”

Description of other expenses Part I line 16

“Description amount5th grade celebration 1,324grade expense 149field day 2,875program expenses 3,456dues expense 69wish list appreciation 3,539smores night 406business registration 25”

Raw XML Appendix151 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/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/BOYAmt04516
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt017887
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0213
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt013371
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt04516
IRS990EZ/Form990TotalAssetsGrp/EOYAmt017887
IRS990EZ/FundraisingGrossIncomeAmt050254
IRS990EZ/GrossReceiptsAmt051834
IRS990EZ/GroupExemptionNum00646
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0290
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt04516
IRS990EZ/NetAssetsOrFundBalancesEOYAmt017887
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt04516
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt017887
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt04.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt23.00
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/PersonNm0MARIAN BUSHMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1CLAUDINE ZAMBRANA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2AMY GILDROY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2PRESIDENT
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt011843
IRS990EZ/OtherRevenueTotalAmt01077
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0EDUCATION ENRICHMENT PROGRAMS
IRS990EZ/PrintingPublicationsPostageAmt0372
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0STUDENT PROGRAMS TO ENCOURAGE SCHOOL SPIRIT AND MORAL . PROVIDE PROGRAMS FOR HEALTHY LIFESTYLE AND EDUCTION
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt038462
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt026248
IRS990EZ/SpecialEventsNetIncomeLossAmt024006
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt012215
IRS990EZ/TotalProgramServiceExpensesAmt038462
IRS990EZ/TotalRevenueAmt025586
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0504
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0673
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0367
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0699
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt01196
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt03439
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt051329
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt016071
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt037544
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt025956
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt0130900
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0134339
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt051833
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt016744
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0367
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt038243
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt027152
IRS990ScheduleA/Total509Grp/TotalAmt0134339
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt051833
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt016744
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0367
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt038243
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt027152
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0134339
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0ANNUAL FUNDR
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0HARVEST CARN
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION AMOUNT5TH GRADE INCOME 891SMORES NIGHT 184ROUNDING 2
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION AMOUNT5TH GRADE CELEBRATION 1,324GRADE EXPENSE 149FIELD DAY 2,875PROGRAM EXPENSES 3,456DUES EXPENSE 69WISH LIST APPRECIATION 3,539SMORES NIGHT 406BUSINESS REGISTRATION 25
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other revenue Part I line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL2
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd000
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MARIAN BUSHMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09256256828
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-07-27
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/PreparationDt02023-08-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Danielle Hurst
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02023-08-03T14:04:18-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MARIAN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BUSHMAN
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$17,887
Liabilities
$0
Net assets
$17,887
Revenue
$25,586
Expenses
$12,215
Net income
$13,371
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