Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

990EZ • Fiscal year 2016 • EIN 23-7014343

Jul 01, 2015 to Jun 30, 2016 • Filed on May 15, 2017

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 2016

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2016

Net Margin

9th percentile

-43%

Higher net margin than 9% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2016

Asset Growth

3rd percentile

-83%

Faster asset growth than 3% of similar nonprofits.

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

Revenue Growth

29th percentile

-14%

Faster revenue growth than 29% of similar nonprofits.

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

Assets

Down

$3,390

Down $16,426 (-83%) from 2015

Net Assets

Down

$3,390

Down $16,426 (-83%) from 2015

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$38,156

Down $6,189 (-14%) from 2015

Expenses

Up

$54,582

Up $6,157 (+13%) from 2015

Net Income

Down

-$16,426

Down $12,346 (-303%) from 2015

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

2016

Assets$3,390
Liabilities-
Net Assets$3,390

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

2016

Revenue$38,156
Expenses$54,582
Net Income-$16,426
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
May 15, 2017
Return Version
2015v3.0
Gross Receipts
$42,868
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.$52,209-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
GREG HEALYPresidentPT$0--
SHANNON MALMFELDTFirst Vice Pres-$0--
BRYANNE KNIGHTExecutive VPPT$0--
LIZ DELGADO2nd Vice PresPT$0--
SHANNON GODBER3rd Vice PresPT$0--
SARA TOMKINSSecretaryPT$0--
SUSAN KIMBALLTreasurerPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fundrasing Event$10,942$10,942$2,118$8,824
Carnival$5,373$5,373$2,594$2,779
Total Events$16,315$16,315$4,712$11,603
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
Jessica Poras
Title
Treasurer
Signed
2017-05-15
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 $216

Other Expenses.1

Student activities $38109

Other Expenses.2

GITS TO SCHOOL $13700

Other Expenses.3

STAFF APPRECIATION $1165

Other Expenses.4

SCHOLARSHIP FUND $400

Other Expenses.5

PRESIDENT EXPENSES $240

Other Expenses.6

BANK CHARGES $202

Other Expenses.7

MEMBERSHIP EXPENSES $158

Other Expenses.8

Treasurer's expenses $149

Other Expenses.9

Hospitality expenses $143

Raw XML Appendix198 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.

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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1FIRST VICE PRES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2EXECUTIVE VP
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt43rd VICE PRES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt054482
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
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IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt052209
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
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IRS990EZ/SpecialEventsNetIncomeLossAmt011603
IRS990EZ/SubjectToProxyTaxInd0false
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IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt01782
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt01458
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt07206
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
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IRS990ScheduleA/InvestmentIncomeCYPct00.00010
IRS990ScheduleA/InvestmentIncomePYPct00.00030
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99990
IRS990ScheduleA/PublicSupportPY509Pct00.99970
IRS990ScheduleA/PublicSupportTotal509Amt0280556
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
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IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0280588
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IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0FUNDRASING EVENT
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0CARNIVAL
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt010942
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt05373
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt010942
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IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt02118
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt02594
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Insurance $216
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1STUDENT ACTIVITIES $38109
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2GITS TO SCHOOL $13700
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3STAFF APPRECIATION $1165
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4SCHOLARSHIP FUND $400
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5PRESIDENT EXPENSES $240
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6BANK CHARGES $202
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7MEMBERSHIP EXPENSES $158
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8TREASURER'S EXPENSES $149
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9HOSPITALITY EXPENSES $143
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
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.9
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JESSICA PORAS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-05-15
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/ReturnTs02017-05-15T16:40:24-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

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