Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

990EZ • Fiscal year 2016 • EIN 23-7017375

Jul 01, 2015 to Jun 30, 2016 • Filed on Sep 20, 2016

15135 Escalona RoadLA Mirada, CA 90638

(714) 521-0970

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

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

Liabilities / Revenue

55th percentile

0.00x

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

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

Net Margin

53rd percentile

4.4%

Higher net margin than 53% of similar nonprofits.

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

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

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

Asset Growth

13th percentile

-35%

Faster asset growth than 13% of similar nonprofits.

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

Revenue Growth

83rd percentile

40%

Faster revenue growth than 83% of similar nonprofits.

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

Assets

Down

$16,130

Down $8,779 (-35%) from 2015

Net Assets

Down

$16,130

Down $8,779 (-35%) from 2015

Liabilities

$0

No earlier filing loaded for comparison.

Revenue

Up

$59,963

Up $17,116 (+40%) from 2015

Expenses

Up

$57,313

Up $13,306 (+30%) from 2015

Net Income

Up

$2,650

Up $3,810 (+328%) from 2015

Historical Trend

Balance Sheet Trend

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

$30K$20K$10K$0Assets 2015: $24,909Net Assets 2015: $24,9092015Assets 2016: $16,130Liabilities 2016: $0Net Assets 2016: $16,1302016Assets 2017: $9,579Liabilities 2017: $0Net Assets 2017: $9,5792017Assets 2018: $8,502Liabilities 2018: $0Net Assets 2018: $8,5022018Assets 2019: $6,338Liabilities 2019: $0Net Assets 2019: $6,3382019Assets 2020: $28,635Liabilities 2020: $0Net Assets 2020: $28,6352020Assets 2021: $16,448Liabilities 2021: $0Net Assets 2021: $16,4482021Assets 2022: $20,312Liabilities 2022: $0Net Assets 2022: $20,3122022Assets 2023: $24,636Liabilities 2023: $0Net Assets 2023: $24,6362023Assets 2024: $17,527Liabilities 2024: $0Net Assets 2024: $17,5272024

Highlighted filing

2016

Assets$16,130
Liabilities$0
Net Assets$16,130

Operations Trend

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

$100K$50K$0-$50KRevenue 2015: $42,847Expenses 2015: $44,007Net Income 2015: -$1,1602015Revenue 2016: $59,963Expenses 2016: $57,313Net Income 2016: $2,6502016Revenue 2017: $56,584Expenses 2017: $63,135Net Income 2017: -$6,5512017Revenue 2018: $58,438Expenses 2018: $59,515Net Income 2018: -$1,0772018Revenue 2019: $52,726Expenses 2019: $54,890Net Income 2019: -$2,1642019Revenue 2020: $51,641Expenses 2020: $29,344Net Income 2020: $22,2972020Revenue 2021: $7,187Expenses 2021: $19,401Net Income 2021: -$12,2142021Revenue 2022: $48,728Expenses 2022: $44,801Net Income 2022: $3,9272022Revenue 2023: $72,734Expenses 2023: $67,128Net Income 2023: $5,6062023Revenue 2024: $51,494Expenses 2024: $63,453Net Income 2024: -$11,9592024

Highlighted filing

2016

Revenue$59,963
Expenses$57,313
Net Income$2,650
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Sep 20, 2016
Return Version
2015v2.1
Gross Receipts
$73,928
Mission and Program Overview

Mission

Student assistance and parent education

Program Services

DescriptionGrantsExpenses
SUPPORT STUDENTS' EDUCATIONAL AND AFTER SCHOOL PROGRAMS NOT SUBSIDIZED BY THE SCHOOL DISTRICT$0$0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
BONNIE LYTLEPrincipalPT$0--
KATHLEEN HERMANPresidentPT$0--
YSHAEL COOKExec. PresidentPT$0--
VIVIAN DESJARDEN1st VPPT$0--
MICHELE VEGA2nd VPPT$0--
RENEE IVY3rd VPPT$0--
MICHELLE LEETreasurerPT$0--
MICHELE PETERSAuditorPT$0--
KELLY MENDOZASecretaryPT$0--
TERRY PARENTHistorianPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Spring Fundraiser$21,746$21,746$12,680$9,066
Jog-a-thon$19,932$19,932$1,285$18,647
Total Events$41,678$41,678$13,965$27,713
Filing and Contact Details

Filer

Filer Name
Escalona Elementary Pta
EIN
23-7017375
Phone
7145210970
Address
15135 ESCALONA ROAD, LA MIRADA, CA 90638

Signing Officer

Name
Yshael Cook
Title
Exec. President
Phone
7145210970
Signed
2016-09-20
Discuss with paid preparer
Yes

Preparer

Firm
H Ratanjee CPA
Address
14515 VALLEY VIEW, SANTA FE SPRINGS, CA 90670
Preparer
Hiten Ratanjee
Phone
5629219300
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 16 - Other Expenses

Description: AUTISM AWARENESS. Amount: 301. Description: AWARDS. Amount: 659. Description: BANK SERVICE CHARGES. Amount: 169. Description: BOOK FAIR. Amount: 11,230. Description: BUS TRANSPORTATION. Amount: 4,760. Description: CA WEEKLY EXPLORER. Amount: 2,285. Description: CONVENTIONS. Amount: 1,729. Description: DR SEUSS/RED RIBBON. Amount: 1,023. Description: DUES, MEMBERSHIP. Amount: 669. Description: FIELD TRIPS. Amount: 286. Description: FILING FEES. Amount: 10. Description: LMHS GRAD NIGHT. Amount: 100. Description: MEET THE MASTERS. Amount: 3,106. Description: NLMCPTA FEES. Amount: 4,104. Description: OFFICE SUPPLIES. Amount: 2,382. Description: PHOTOGRAPHY. Amount: 358. Description: RETURNED ITEMS (NSF CKS). Amount: 408. Description: SCHOLARSHIPS. Amount: 2,100. Description: SCIENCE ON THE GO. Amount: 850. Description: SOUND EQUIPMENT. Amount: 164. Description: TEACHER. Amount: 1,626. Description: THE NED SHOW. Amount: 1,431. Description: T-SHIRTS. Amount: 1,728. Description: YEAR BOOK. Amount: 7,100. Description: TRAVEL. Amount: 180. Description: PROGRAM FOOD/SUPPLIES. Amount: 3,706. Description: DUPLO EQUIPMENT. Amount: 3,295. Total to Form 990-EZ, line 16: 55,759.

Raw XML Appendix214 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/USAddress/CityNm0LA MIRADA
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRINCIPAL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2EXEC. PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt31ST VP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt42ND VP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt53RD VP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7AUDITOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9HISTORIAN
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt055759
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0STUDENT ASSISTANCE AND PARENT EDUCATION
IRS990EZ/PrintingPublicationsPostageAmt01554
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SUPPORT STUDENTS' EDUCATIONAL AND AFTER SCHOOL PROGRAMS NOT SUBSIDIZED BY THE SCHOOL DISTRICT
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
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IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
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IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
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IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt057313
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt059963
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE FISCAL YEAR END OF ESCALONA ELEMENTARY PTA IS CHANGING TO JUNE 30, AS MANDATED BY THE PARENT ORGANIZATION, CALIFORNIA CONGRESS OF PARENTS, TEACHERS AND STUDENTS, INC.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Part III, Short Year Explanation:
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt03922
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt03342
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt03209
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0952
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0666
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt012091
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt068309
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description: AUTISM AWARENESS. Amount: 301. Description: AWARDS. Amount: 659. Description: BANK SERVICE CHARGES. Amount: 169. Description: BOOK FAIR. Amount: 11,230. Description: BUS TRANSPORTATION. Amount: 4,760. Description: CA WEEKLY EXPLORER. Amount: 2,285. Description: CONVENTIONS. Amount: 1,729. Description: DR SEUSS/RED RIBBON. Amount: 1,023. Description: DUES, MEMBERSHIP. Amount: 669. Description: FIELD TRIPS. Amount: 286. Description: FILING FEES. Amount: 10. Description: LMHS GRAD NIGHT. Amount: 100. Description: MEET THE MASTERS. Amount: 3,106. Description: NLMCPTA FEES. Amount: 4,104. Description: OFFICE SUPPLIES. Amount: 2,382. Description: PHOTOGRAPHY. Amount: 358. Description: RETURNED ITEMS (NSF CKS). Amount: 408. Description: SCHOLARSHIPS. Amount: 2,100. Description: SCIENCE ON THE GO. Amount: 850. Description: SOUND EQUIPMENT. Amount: 164. Description: TEACHER. Amount: 1,626. Description: THE NED SHOW. Amount: 1,431. Description: T-SHIRTS. Amount: 1,728. Description: YEAR BOOK. Amount: 7,100. Description: TRAVEL. Amount: 180. Description: PROGRAM FOOD/SUPPLIES. Amount: 3,706. Description: DUPLO EQUIPMENT. Amount: 3,295. Total to Form 990-EZ, line 16: 55,759.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 16 - Other Expenses
TransferPrsnlBnftContractsDecl/DeclarationDesc0The organization did not, during the year, receive any funds, directly,or indirectly, to pay premiums on a personal benefit contract.The organization, did not, during the year, pay any premiums, directly,or indirectly, on a personal benefit contract.
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0YSHAEL COOK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXEC. PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07145210970
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-09-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ESCALONA ELEMENTARY PTA
ReturnHeader/Filer/BusinessNameControlTxt0ESCA
ReturnHeader/Filer/EIN0237017375
ReturnHeader/Filer/PhoneNum07145210970
ReturnHeader/Filer/USAddress/AddressLine1Txt015135 ESCALONA ROAD
ReturnHeader/Filer/USAddress/CityNm0LA MIRADA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd090638
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0462938360
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0H RATANJEE CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt014515 VALLEY VIEW
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SANTA FE SPRINGS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd090670
ReturnHeader/PreparerPersonGrp/PhoneNum05629219300
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0HITEN RATANJEE
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02016-09-20T16:22:00-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

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No mirrored PDF or thumbnail assets are attached yet.

Filings