Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

990EZ • Fiscal year 2015 • EIN 23-7014343

Jul 01, 2014 to Jun 30, 2015 • Filed on Feb 13, 2016

1330 Amelia AveGlendora, CA 91740

(626) 914-2260

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2015

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2015

Net Margin

24th percentile

-9.2%

Higher net margin than 24% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

83rd percentile

$0

Higher top officer pay than 83% of similar nonprofits.

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

22nd percentile

-17%

Faster asset growth than 22% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

23rd percentile

-20%

Faster revenue growth than 23% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Assets

Down

$19,816

Down $4,080 (-17%) from 2014

Net Assets

Down

$19,816

Down $4,080 (-17%) from 2014

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$44,345

Down $11,266 (-20%) from 2014

Expenses

Down

$48,425

Down $6,437 (-12%) from 2014

Net Income

Down

-$4,080

Down $4,829 (-645%) from 2014

Historical Trend

Balance Sheet Trend

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

$60K$40K$20K$0Assets 2012: $21,106Net Assets 2012: $21,1062012Assets 2013: $23,147Net Assets 2013: $23,1472013Assets 2014: $23,896Net Assets 2014: $23,8962014Assets 2015: $19,816Net Assets 2015: $19,8162015Assets 2016: $3,390Net Assets 2016: $3,3902016Assets 2019: $23,072Net Assets 2019: $23,0722019Assets 2021: $41,255Net Assets 2021: $41,2552021Assets 2024: $18,650Net Assets 2024: $18,6502024Assets 2025: $23,403Net Assets 2025: $23,4032025

Highlighted filing

2015

Assets$19,816
Liabilities-
Net Assets$19,816

Operations Trend

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

$100K$50K$0-$50KRevenue 2012: $52,471Expenses 2012: $57,600Net Income 2012: -$5,1292012Revenue 2013: $47,465Expenses 2013: $45,424Net Income 2013: $2,0412013Revenue 2014: $55,611Expenses 2014: $54,862Net Income 2014: $7492014Revenue 2015: $44,345Expenses 2015: $48,425Net Income 2015: -$4,0802015Revenue 2016: $38,156Expenses 2016: $54,582Net Income 2016: -$16,4262016Revenue 2019: $60,582Expenses 2019: $55,858Net Income 2019: $4,7242019Revenue 2021: $15,007Expenses 2021: $18,086Net Income 2021: -$3,0792021Revenue 2024: $74,266Expenses 2024: $89,638Net Income 2024: -$15,3722024Revenue 2025: $68,583Expenses 2025: $63,830Net Income 2025: $4,7532025

Highlighted filing

2015

Revenue$44,345
Expenses$48,425
Net Income-$4,080
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Feb 13, 2016
Return Version
2014v6.0
Gross Receipts
$51,303
Mission and Program Overview

Mission

Educational support/student activities

Program Services

DescriptionGrantsExpenses
STUDENT SUPPORT, ENRICHMENT AND EDUCATIONAL PROGRAM ACTIVITIES AND ASSEMBLIES THAT SUPPLEMENT AND ENHANCE SCHOOL ACTIVITIES.$46,847-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
GREG HEALYPresidentPT$0--
CAIREEN DAVIS1st Vice PresPT$0--
LIZ DELGADO2nd Vice PresPT$0--
KELLY SARAF3rd Vice PresPT$0--
ANGELISA HERRERASecretaryPT$0--
SUSAN KIMBALLTreasurerPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Walk-a -thon$10,575$10,575$1,355$9,220
Carnival$6,131$6,131$2,496$3,635
Total Events$16,706$16,706$3,851$12,855
Filing and Contact Details

Filer

Filer Name
Grace Sutherland Elementary School Pta
EIN
23-7014343
Address
1330 AMELIA AVE, GLENDORA, CA 91740

Signing Officer

Name
Greg Healy
Title
President
Signed
2016-02-13
Discuss with paid preparer
Yes

Preparer

Firm
Davis & Deal CPAs
Address
211 S Glendora Ave Ste A, Glendora, CA 91741
Preparer
Stanley B Deal
Phone
6269630297
Supplemental Narrative

Additional Explanations

Other Expenses.1012

Insurance $209

Other Expenses.1

Student activities $46247

Other Expenses.2

STAFF APPRECIATION $665

Other Expenses.3

Hospitality expenses $406

Other Expenses.4

SCHOLARSHIP FUND $400

Other Expenses.5

PRESIDENT EXPENSES $265

Other Expenses.6

BANK CHARGES $140

Other Expenses.7

TREASURER'S EXPENSES $93

Raw XML Appendix192 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/PersonNm0PTA PRESIDENT
IRS990EZ/BooksInCareOfDetail/PhoneNum06269142260
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01330 AMELIA AVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0GLENDORA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd091740
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt023896
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt019816
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0250
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-4080
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt023896
IRS990EZ/Form990TotalAssetsGrp/EOYAmt019816
IRS990EZ/FundraisingGrossIncomeAmt024803
IRS990EZ/GrossReceiptsAmt051303
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/GroupExemptionNum00646
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt013
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0551
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt023896
IRS990EZ/NetAssetsOrFundBalancesEOYAmt019816
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt023896
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt019816
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt210.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt310.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt410.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt510.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0GREG HEALY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1CAIREEN DAVIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2LIZ DELGADO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3KELLY SARAF
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4ANGELISA HERRERA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5SUSAN KIMBALL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11st VICE PRES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt22nd VICE PRES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt33rd VICE PRES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt048425
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0EDUCATIONAL SUPPORT/STUDENT ACTIVITIES
IRS990EZ/ProgramServiceRevenueAmt025686
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0STUDENT SUPPORT, ENRICHMENT AND EDUCATIONAL PROGRAM ACTIVITIES AND ASSEMBLIES THAT SUPPLEMENT AND ENHANCE SCHOOL ACTIVITIES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt046847
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt06958
IRS990EZ/SpecialEventsNetIncomeLossAmt017845
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt048425
IRS990EZ/TotalProgramServiceExpensesAmt046847
IRS990EZ/TotalRevenueAmt044345
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0801
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt01117
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt01782
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt01458
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt02722
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt07880
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt013
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt019
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt055
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt087
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt050489
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt060737
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt052000
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt069304
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt084253
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0316783
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt013
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt019
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt055
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt087
IRS990ScheduleA/InvestmentIncomeCYPct00.00030
IRS990ScheduleA/InvestmentIncomePYPct00.00040
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99970
IRS990ScheduleA/PublicSupportPY509Pct00.99960
IRS990ScheduleA/PublicSupportTotal509Amt0324663
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt051290
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt061854
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt053782
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt070762
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt086975
IRS990ScheduleA/Total509Grp/TotalAmt0324663
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt051303
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt061873
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt053782
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt070762
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt087030
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0324750
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt03851
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0WALK-A -THON
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0CARNIVAL
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt010575
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt06131
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt016706
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt010575
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt06131
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt016706
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt012855
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt03851
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt01355
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt02496
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Insurance $209
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1STUDENT ACTIVITIES $46247
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2STAFF APPRECIATION $665
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3HOSPITALITY EXPENSES $406
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4SCHOLARSHIP FUND $400
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5PRESIDENT EXPENSES $265
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6BANK CHARGES $140
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7TREASURER'S EXPENSES $93
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.7
ReturnHeader/BuildTS02016-08-17 19:52:53Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Greg Healy
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-02-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0GRACE SUTHERLAND ELEMENTARY SCHOOL PTA
ReturnHeader/Filer/BusinessNameControlTxt0GRAC
ReturnHeader/Filer/EIN0237014343
ReturnHeader/Filer/USAddress/AddressLine1Txt01330 AMELIA AVE
ReturnHeader/Filer/USAddress/CityNm0GLENDORA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd091740
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Davis & Deal CPAs
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0211 S Glendora Ave Ste A
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Glendora
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd091741
ReturnHeader/PreparerPersonGrp/PhoneNum06269630297
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Stanley B Deal
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02016-02-17T11:56:39-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings