Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

990EZ • Fiscal year 2017 • EIN 23-7041426

Jul 01, 2016 to Jun 30, 2017 • Filed on Sep 21, 2017

409 S Barranca AveWest Covina, CA 91791

(626) 915-3408

Siviq Scores

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

Liabilities / Assets

54th percentile

0.00x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

54th percentile

0.00x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

55th percentile

5.4%

Higher net margin than 55% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2017

Asset Growth

Score unavailable

No value available

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

Source year 2017

Revenue Growth

Score unavailable

No value available

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

Source year 2017

Assets

$13,485

No earlier filing loaded for comparison.

Net Assets

$13,485

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue

$53,036

No earlier filing loaded for comparison.

Expenses

$50,192

No earlier filing loaded for comparison.

Net Income

$2,844

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$80K$60K$40K$20K$0Assets 2017: $13,485Liabilities 2017: $0Net Assets 2017: $13,4852017Assets 2021: $35,488Liabilities 2021: $0Net Assets 2021: $35,4882021Assets 2022: $60,349Liabilities 2022: $0Net Assets 2022: $60,3492022Assets 2023: $32,417Liabilities 2023: $0Net Assets 2023: $32,4172023Assets 2024: $31,040Net Assets 2024: $31,0402024Assets 2025: $17,315Net Assets 2025: $17,3152025

Highlighted filing

2017

Assets$13,485
Liabilities$0
Net Assets$13,485

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2017: $53,036Expenses 2017: $50,192Net Income 2017: $2,8442017Revenue 2021: $2,124Expenses 2021: $25,700Net Income 2021: -$23,5762021Revenue 2022: $51,120Expenses 2022: $26,259Net Income 2022: $24,8612022Revenue 2023: $76,376Expenses 2023: $104,308Net Income 2023: -$27,9322023Revenue 2024: $82,402Expenses 2024: $85,223Net Income 2024: -$2,8212024Revenue 2025: $72,586Expenses 2025: $86,311Net Income 2025: -$13,7252025

Highlighted filing

2017

Revenue$53,036
Expenses$50,192
Net Income$2,844
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Sep 21, 2017
Return Version
2016v3.0
Gross Receipts
$72,428
Mission and Program Overview

Mission

CHILD ADVOCACY

Program Services

DescriptionGrantsExpenses
STUDENT SUPPORT ENRICHMENT EDUCATIONAL PROGRAMS AND ACTIVITIES AND ASSEMBLIES THAT SUPPLEMENT AND ENHANCE SCHOOL ACTIVITIES-$44,016
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
TAMMI FROHPresidentPT$0--
LENKA KENDALL1st Vice PreisdentPT$0--
LISA BAKERSecretaryPT$0--
JENNIFER JONESTreasurerPT$0--
CINDY SZUCS2nd Vice PresidentPT$0--
REBECCA BURKE4th Vice PresidentPT$0--
CHRISTINA CASTELLONAuditorPT$0--
STEVE KENYONPaliamentarianPT$0--
DORIE BAFFORDHistorianPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fall Foundra$30,223$30,223$18,552$11,671
Read a Thon$9,841$9,841$840$9,001
Total Events$40,064$40,064$19,942$20,122
Filing and Contact Details

Filer

Filer Name
Mesa Elementary School Pta
EIN
23-7041426
Address
409 S BARRANCA AVE, WEST COVINA, CA 91791

Signing Officer

Name
Jennifer Jones
Title
Treasurer
Signed
2017-09-21
Discuss with paid preparer
No

Preparer

Firm
Albert E Jeffrey Tax
Address
4702 N DUXFORD AVE, Covina, CA 91722
Preparer
Albert E Jeffrey
Phone
6269153408
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

Description amountbook fair 13,232box top for education 362yearbook 4,752popsicle fundraiser 450family night 2,812candy gram 67smecil fundraiser 324agenda books 1,740yearend student party 1,054night of giving 152parent orientation/appreciation 286hsa/founders day 389red ribbon week 174reflections 225summer reading porgram 34student enrichment 319school gift 137field trips 12,340shhs scholarships 500teacher enrichment 42teacher grants 4,625council assesxment 125insurance & state tax 246pta admistration supplies 631workshop luncheon 1,132printing 1,146bank fees 90membership expense 319state and federal taxes 261membership due council 400 @ $5.30 2,226

Raw XML Appendix190 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/TitleTxt11ST VICE PREISDENT
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
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IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION AMOUNTBOOK FAIR 13,232BOX TOP FOR EDUCATION 362YEARBOOK 4,752POPSICLE FUNDRAISER 450FAMILY NIGHT 2,812CANDY GRAM 67SMECIL FUNDRAISER 324AGENDA BOOKS 1,740YEAREND STUDENT PARTY 1,054NIGHT OF GIVING 152PARENT ORIENTATION/APPRECIATION 286HSA/FOUNDERS DAY 389RED RIBBON WEEK 174REFLECTIONS 225SUMMER READING PORGRAM 34STUDENT ENRICHMENT 319SCHOOL GIFT 137FIELD TRIPS 12,340SHHS SCHOLARSHIPS 500TEACHER ENRICHMENT 42TEACHER GRANTS 4,625COUNCIL ASSESXMENT 125INSURANCE & STATE TAX 246PTA ADMISTRATION SUPPLIES 631WORKSHOP LUNCHEON 1,132PRINTING 1,146BANK FEES 90MEMBERSHIP EXPENSE 319STATE AND FEDERAL TAXES 261MEMBERSHIP DUE COUNCIL 400 @ $5.30 2,226
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0JENNIFER JONES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-09-21
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MESA ELEMENTARY SCHOOL PTA
ReturnHeader/Filer/BusinessNameControlTxt0MESA
ReturnHeader/Filer/EIN0237041426
ReturnHeader/Filer/USAddress/AddressLine1Txt0409 S BARRANCA AVE
ReturnHeader/Filer/USAddress/CityNm0WEST COVINA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd091791
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ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt047.157.209.240
ReturnHeader/FilingSecurityInformation/IPDt02017-11-14
ReturnHeader/FilingSecurityInformation/IPTm013:55:11
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0800202401
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04702 N DUXFORD AVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Covina
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd091722
ReturnHeader/PreparerPersonGrp/PhoneNum06269153408
ReturnHeader/PreparerPersonGrp/PreparationDt02017-11-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Albert E Jeffrey
ReturnHeader/ReturnTs02017-11-14T13:53:16-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

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