Civic Intelligence

PTA California Congress of Parents

EIN 23-7043929 • 501(c)3 • Saratoga, CA

Profile

We are organized and operated exclusively for educational purposes and a member of good standing with the California State PTA. Our California State PTA group exemption number is GEN-0646.

14114 Marilyn LaneSaratoga, CA 95070

www.marshalllanepta.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

60th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

62nd percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2025

Net Margin

30th percentile

-10%

Higher net margin than 30% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2025

Asset Growth

42nd percentile

-7.5%

Faster asset growth than 42% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

72nd percentile

21%

Faster revenue growth than 72% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Assets

Up

$264,393

Up $33,014 (+14%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Up

$264,393

Up $33,014 (+14%) from 2023

Revenue

Down

$159,989

Down $1,566 (-1.0%) from 2023

Expenses

Up

$129,824

Up $37,258 (+40%) from 2023

Net Income

Down

$30,165

Down $38,824 (-56%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$300K$200K$100K$0Assets 2011: $57,472Liabilities 2011: $0Net Assets 2011: $57,4722011Assets 2012: $44,482Liabilities 2012: $0Net Assets 2012: $44,4822012Assets 2013: $158,227Liabilities 2013: $0Net Assets 2013: $158,2272013Assets 2014: $175,615Liabilities 2014: $260Net Assets 2014: $175,3552014Assets 2015: $206,957Liabilities 2015: $0Net Assets 2015: $206,9572015Assets 2016: $187,479Liabilities 2016: $0Net Assets 2016: $187,4792016Assets 2017: $232,436Liabilities 2017: $0Net Assets 2017: $232,4362017Assets 2018: $254,357Liabilities 2018: $466Net Assets 2018: $253,8912018Assets 2019: $271,171Liabilities 2019: $0Net Assets 2019: $271,1712019Assets 2020: $135,195Liabilities 2020: $0Net Assets 2020: $135,1952020Assets 2021: $115,998Net Assets 2021: $115,9982021Assets 2022: $162,390Net Assets 2022: $162,3902022Assets 2023: $231,379Net Assets 2023: $231,3792023Assets 2024: $264,393Net Assets 2024: $264,3932024

Highlighted filing

2024

Assets$264,393
Liabilities-
Net Assets$264,393

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$400K$200K$0-$200KExpenses 2011: $176,8552011Expenses 2012: $183,9642012Expenses 2013: $82,5572013Revenue 2014: $208,963Expenses 2014: $191,835Net Income 2014: $17,1282014Revenue 2015: $243,176Expenses 2015: $211,574Net Income 2015: $31,6022015Revenue 2016: $223,044Expenses 2016: $242,522Net Income 2016: -$19,4782016Revenue 2017: $241,731Expenses 2017: $196,774Net Income 2017: $44,9572017Revenue 2018: $250,898Expenses 2018: $229,443Net Income 2018: $21,4552018Revenue 2019: $258,891Expenses 2019: $241,611Net Income 2019: $17,2802019Revenue 2020: $189,388Expenses 2020: $325,364Net Income 2020: -$135,9762020Revenue 2021: $30,613Expenses 2021: $49,810Net Income 2021: -$19,1972021Revenue 2022: $145,134Expenses 2022: $98,743Net Income 2022: $46,3912022Revenue 2023: $161,555Expenses 2023: $92,566Net Income 2023: $68,9892023Revenue 2024: $159,989Expenses 2024: $129,824Net Income 2024: $30,1652024

Highlighted filing

2024

Revenue$159,989
Expenses$129,824
Net Income$30,165

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.64$2.64$1.60$1.30$0.30
2023Detailed filing. Detailed filing data is available for this year.$2.31$2.31$1.62$0.93$0.69
2022Detailed filing. Detailed filing data is available for this year.$1.62$1.62$1.45$0.99$0.46
2021Detailed filing. Detailed filing data is available for this year.$1.16$1.16$0.31$0.50$0.19
2020Detailed filing. Detailed filing data is available for this year.$1.35$0.00$1.35$1.89$3.25$1.36
2019Detailed filing. Detailed filing data is available for this year.$2.71$0.00$2.71$2.59$2.42$0.17
2018Detailed filing. Detailed filing data is available for this year.$2.54$0.00$2.54$2.51$2.29$0.21
2017Detailed filing. Detailed filing data is available for this year.$2.32$0.00$2.32$2.42$1.97$0.45
2016Detailed filing. Detailed filing data is available for this year.$1.87$0.00$1.87$2.23$2.43$0.19
2015Detailed filing. Detailed filing data is available for this year.$2.07$0.00$2.07$2.43$2.12$0.32
2014Detailed filing. Detailed filing data is available for this year.$1.76$0.00$1.75$2.09$1.92$0.17
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.58$0.00$1.58$0.83
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.44$0.00$0.44$1.84
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.57$0.00$0.57$1.77
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Nov 14, 2024
Return Version
2023v6.0
Gross Receipts
$192,926
Mission and Program Overview

Mission

We are organized and operated exclusively for educational purposes and a member of good standing with the california state pta. Our california state pta group exemption number is gen-0646.

Program Services

DescriptionGrantsExpenses
THIS ASSOCIATION HAS FUNDED IMPROVEMENTS FOR THE SCHOOL'S KNOWLEDGE CENTER, HAS PROVIDED COMPUTER PERIPHERALS, SOFTWARE, AND PLAYGROUND EQUIPMENT FOR THE SCHOOL'S TECHNOLOGY CENTER, SUPPLEMENTED THE CLASSROOMS WITH SUPPLIES, HAS GIVEN THE CAMPBELL SCHOOL DISTRICT STAFFING GRANTS FOR VARIOUS PROGRAMS, INCLUDING LITERACY, LIBRARY AND TECHNOLOGY; PURCHASED PE EQUIPMENT AND PLAYGROUND EQUIPMENT, AND PROVIDED FOR SPECIAL STUDENT PROGRAMS SUCH AS THE BIRTHDAY CLUB, ASSEMBLIES, FIELD TRIP SCHOLARSHIPS, FAMILY PROGRAMS,AND CELEBRATIONS FOR THE STUDENTS.$94,226$194,313
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
EILEEN WEINSTEINTreasurerPT$0--
CORTNEY HARPERSecretaryPT$0--
CHRISTA LEVINEVice PresidePT$0--
STEPH CONTROPresidentPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Walk a Thon$52,291$52,291$6,112$46,179
Spring Fling$38,855$38,855$16,375$22,480
Total Events$114,361$114,361$32,937$81,424
Filing and Contact Details

Filer

Filer Name
Pta California Congress of Parents
EIN
23-7043929
Phone
4155053922
Address
14114 MARILYN LANE, SARATOGA, CA 95070

Signing Officer

Name
Eileen Weinstein
Title
Treasurer
Phone
4155053922
Signed
2024-11-14

Preparer

Firm
John G Campbell CPA
Address
155 E CAMPBELL AVE STE 112, CAMPBELL, CA 95008-2066
Preparer
John G Campbell
Phone
4084121586
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

Expenses office supplies 10,000 art program 14,604 bank & credit card charge 5,527 bingo night 1,618 classroom supplies 8,815 family program expenses 1,530 glow dance expenses 3,071 knowledge center 6,151 logo wear 8,121 outdoor education center 1,604 planning day for teachers 18,000 pta event expenses 1,747 pta expenses 7,058 registration fees 105 staff appreciation lunch 2,419 staff related expenses 4,283 student program expenses 41,059 wepay fees 1,115 cusd carryover from py -15,683 total 121,144

Form 990-ez, Part I, Line 20

Prior year adjustmkents 2,849

Form 990-ez, Part II, Line 24

Donated stock 172 172 total 172 172

Form 990-ez, Part III

We are organized and operated exclusively for educational purposes and a member of good standing with the california state pta. Our california state pta group exemption number is gen-0646.

Form 990-ez, Part III, Line 28

This association has funded improvements for the school's knowledge center, has provided computer peripherals, software, and playground equipment for the school's technology center, supplemented the classrooms with supplies, has given the campbell school district staffing grants for various programs, including literacy, library and technology; purchased pe equipment and playground equipment, and provided for special student programs such as the birthday club, assemblies, field trip scholarships, family programs,and celebrations for the students.

Raw XML Appendix161 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/TitleTxt0TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3PRESIDENT
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
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IRS990EZ/OtherAssetsTotalDetail/BOYAmt0172
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IRS990EZ/OtherChangesInNetAssetsAmt02849
IRS990EZ/OtherExpensesTotalAmt0121144
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
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IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0WE ARE ORGANIZED AND OPERATED EXCLUSIVELY FOR EDUCATIONAL PURPOSES AND A MEMBER OF GOOD STANDING WITH THE CALIFORNIA STATE PTA. OUR CALIFORNIA STATE PTA GROUP EXEMPTION NUMBER IS GEN-0646.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THIS ASSOCIATION HAS FUNDED IMPROVEMENTS FOR THE SCHOOL'S KNOWLEDGE CENTER, HAS PROVIDED COMPUTER PERIPHERALS, SOFTWARE, AND PLAYGROUND EQUIPMENT FOR THE SCHOOL'S TECHNOLOGY CENTER, SUPPLEMENTED THE CLASSROOMS WITH SUPPLIES, HAS GIVEN THE CAMPBELL SCHOOL DISTRICT STAFFING GRANTS FOR VARIOUS PROGRAMS, INCLUDING LITERACY, LIBRARY AND TECHNOLOGY; PURCHASED PE EQUIPMENT AND PLAYGROUND EQUIPMENT, AND PROVIDED FOR SPECIAL STUDENT PROGRAMS SUCH AS THE BIRTHDAY CLUB, ASSEMBLIES, FIELD TRIP SCHOLARSHIPS, FAMILY PROGRAMS,AND CELEBRATIONS FOR THE STUDENTS.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES OFFICE SUPPLIES 10,000 ART PROGRAM 14,604 BANK & CREDIT CARD CHARGE 5,527 BINGO NIGHT 1,618 CLASSROOM SUPPLIES 8,815 FAMILY PROGRAM EXPENSES 1,530 GLOW DANCE EXPENSES 3,071 KNOWLEDGE CENTER 6,151 LOGO WEAR 8,121 OUTDOOR EDUCATION CENTER 1,604 PLANNING DAY FOR TEACHERS 18,000 PTA EVENT EXPENSES 1,747 PTA EXPENSES 7,058 REGISTRATION FEES 105 STAFF APPRECIATION LUNCH 2,419 STAFF RELATED EXPENSES 4,283 STUDENT PROGRAM EXPENSES 41,059 WEPAY FEES 1,115 CUSD CARRYOVER FROM PY -15,683 TOTAL 121,144
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PRIOR YEAR ADJUSTMKENTS 2,849
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DONATED STOCK 172 172 TOTAL 172 172
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3WE ARE ORGANIZED AND OPERATED EXCLUSIVELY FOR EDUCATIONAL PURPOSES AND A MEMBER OF GOOD STANDING WITH THE CALIFORNIA STATE PTA. OUR CALIFORNIA STATE PTA GROUP EXEMPTION NUMBER IS GEN-0646.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THIS ASSOCIATION HAS FUNDED IMPROVEMENTS FOR THE SCHOOL'S KNOWLEDGE CENTER, HAS PROVIDED COMPUTER PERIPHERALS, SOFTWARE, AND PLAYGROUND EQUIPMENT FOR THE SCHOOL'S TECHNOLOGY CENTER, SUPPLEMENTED THE CLASSROOMS WITH SUPPLIES, HAS GIVEN THE CAMPBELL SCHOOL DISTRICT STAFFING GRANTS FOR VARIOUS PROGRAMS, INCLUDING LITERACY, LIBRARY AND TECHNOLOGY; PURCHASED PE EQUIPMENT AND PLAYGROUND EQUIPMENT, AND PROVIDED FOR SPECIAL STUDENT PROGRAMS SUCH AS THE BIRTHDAY CLUB, ASSEMBLIES, FIELD TRIP SCHOLARSHIPS, FAMILY PROGRAMS,AND CELEBRATIONS FOR THE STUDENTS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART III, LINE 28
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0EILEEN WEINSTEIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum04155053922
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA CALIFORNIA CONGRESS OF PARENTS
ReturnHeader/Filer/BusinessNameControlTxt0PTAC
ReturnHeader/Filer/EIN0237043929
ReturnHeader/Filer/PhoneNum04155053922
ReturnHeader/Filer/USAddress/AddressLine1Txt014114 MARILYN LANE
ReturnHeader/Filer/USAddress/CityNm0SARATOGA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095070
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0811327047
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JOHN G CAMPBELL CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0155 E CAMPBELL AVE STE 112
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CAMPBELL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0950082066
ReturnHeader/PreparerPersonGrp/PhoneNum04084121586
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN G CAMPBELL
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-05-14T16:03:35-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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