Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

990 • Fiscal year 2015 • EIN 23-7024755

Jul 01, 2014 to Jun 30, 2015 • Filed on Nov 12, 2015

Organization Profile
12281 Nelson StreetGarden Grove, CA 92840

(714) 663-6558

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

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

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

Liabilities / Revenue

55th percentile

0.00x

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

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

Net Margin

55th percentile

5.4%

Higher net margin than 55% of similar nonprofits.

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

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.

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

Asset Growth

78th percentile

31%

Faster asset growth than 78% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2015

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2015

Balance Sheet
Liabilities / Assets55th percentile

Assets

Up

$9,632

Up $4,050 (+73%) from 2013

Net Assets

Up

$9,632

Up $4,050 (+73%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin55th percentile

Revenue

$17,291

No earlier filing loaded for comparison.

Expenses

Down

$16,360

Down $1,458 (-8.2%) from 2013

Net Income

$931

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth78th percentile

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

$10K$5.0K$0Assets 2013: $5,582Liabilities 2013: $0Net Assets 2013: $5,5822013Assets 2015: $9,632Liabilities 2015: $0Net Assets 2015: $9,6322015Assets 2016: $5,451Liabilities 2016: $0Net Assets 2016: $5,4512016Assets 2018: $4,459Liabilities 2018: $0Net Assets 2018: $4,4592018

Highlighted filing

2015

Assets$9,632
Liabilities$0
Net Assets$9,632
Open 2015 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$30K$20K$10K$0-$10KExpenses 2013: $17,8182013Revenue 2015: $17,291Expenses 2015: $16,360Net Income 2015: $9312015Revenue 2016: $21,198Expenses 2016: $17,334Net Income 2016: $3,8642016Revenue 2018: $11,930Expenses 2018: $16,570Net Income 2018: -$4,6402018

Highlighted filing

2015

Revenue$17,291
Expenses$16,360
Net Income$931
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Nov 12, 2015
Return Version
2014v5.0
Gross Receipts
$30,656
Mission and Program Overview

Mission

Student support/enrichment/education

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$8,701$9,632▲ $931
Total Assets$8,701$9,632▲ $931
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$8,701$9,632▲ $931
Total Net Assets Fund Balance$8,701$9,632▲ $931
Total Liabilities and Net Assets / Fund Balance$8,701$9,632▲ $931
Compensation and Service Providers
Top Officer Pay75th percentile

Board Members and Trustees

NameTitle
Rhonda BettencourtPresident
Lydia GreeneVice President
Tyleen PerezParliamentarian
Debra Mcmanus-knowlesSecretary
Stephanie CollinsTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,155
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$16,136
Change in Net Assets
$931
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$16,360
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Expenses$16,360--$16,360
Total Functional Expenses$16,360$0$0$16,360
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$29,501
Fundraising Direct Expenses$13,365
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Choco Fundr$12,910$12,910$6,310$6,600
Walk-a-thon$3,141$3,141$541$2,600
Total Events$29,501$29,501$13,365$16,136
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Members or stockholder classes and rights Part VI line 6

“Membership in this organization shall be made available by this council PTA without regard to race, color, creed, or national origin.”

Member election for additional members Part VI line 7A

“The organization governing body is elected by its members at a regularly schedule meeting of the membership.”

Governing body decisions Part VI line 7B

“Decisions of the governing body are subject to approval by its members. Regular board meetings are held.”

Committee meeting documentation Part VI line 8B

“The organization has written policies and procedures governing its actions.”

Form 990 governing body review Part VI line 11

“Presented to the Board at a regular meeting of the organization for review and approval.”

Conflict of interest policy compliance Part VI line 12C

“Warrant lists are presented to the Board at regular meetings of the organization for review and approval.”

Governing documents etc available to public Part VI line 19

“All documents available upon request.”

Filing and Contact Details

Filer

Filer Name
Ethel M Evans Elementary School Pta
EIN
23-7024755
Address
12281 NELSON STREET, GARDEN GROVE, CA 92840
Doing Business As
Pta California Congress of Par

Signing Officer

Name
Rhonda Bettencourt
Title
President
Phone
7146636558
Signed
2015-11-12
Discuss with paid preparer
Yes

Organization Details

Formed
1955
Legal Domicile
CA
Voting Board Members
7
Independent Board Members
0
Employees
0
Volunteers
20

Preparer

Firm
Ken C Parker & Associates
Address
5122 KATELLA AVENUE SUITE 310, Los Alamitos, CA 90720
Preparer
Kenneth Parker
Phone
5629361976
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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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Membership in this organization shall be made available by this council PTA without regard to race, color, creed, or national origin.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The organization governing body is elected by its members at a regularly schedule meeting of the membership.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Decisions of the governing body are subject to approval by its members. Regular board meetings are held.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3The organization has written policies and procedures governing its actions.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Presented to the Board at a regular meeting of the organization for review and approval.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Warrant lists are presented to the Board at regular meetings of the organization for review and approval.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6ALL DOCUMENTS AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Members or stockholder classes and rights Part VI line 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Member election for additional members Part VI line 7a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Governing body decisions Part VI line 7b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Committee meeting documentation Part VI line 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Conflict of interest policy compliance Part VI line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Governing documents etc available to public Part VI line 19
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ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ETHEL M EVANS ELEMENTARY SCHOOL PTA
ReturnHeader/Filer/BusinessNameControlTxt0ETHE
ReturnHeader/Filer/EIN0237024755
ReturnHeader/Filer/USAddress/AddressLine1Txt012281 NELSON STREET
ReturnHeader/Filer/USAddress/CityNm0GARDEN GROVE
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ReturnHeader/Filer/USAddress/ZIPCd092840
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0330967367
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KEN C PARKER & ASSOCIATES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05122 KATELLA AVENUE SUITE 310
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Los Alamitos
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd090720
ReturnHeader/PreparerPersonGrp/PhoneNum05629361976
ReturnHeader/PreparerPersonGrp/PreparationDt02015-11-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KENNETH PARKER
ReturnHeader/ReturnTs02015-11-12T16:15:22-08:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$9,632
Liabilities
$0
Net assets
$9,632
Revenue
$17,291
Expenses
$16,360
Net income
$931
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2018Detailed filing. Detailed filing data is available for this year.$4.46$0.00$4.46$11.9$16.6$4.64
2016Detailed filing. Detailed filing data is available for this year.$5.45$0.00$5.45$21.2$17.3$3.86
2015Detailed filing. Detailed filing data is available for this year.$9.63$0.00$9.63$17.3$16.4$0.93
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.58$0.00$5.58$17.8