Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

990EZ • Fiscal year 2014 • EIN 23-7061317

Jul 01, 2013 to Jun 30, 2014 • Filed on Mar 18, 2015

2250 N Tracy Ave93063

(805) 520-6700

Siviq Scores

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

Liabilities / Assets

53rd percentile

0.00x

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

53rd percentile

0.00x

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Net Margin

19th percentile

-14%

Higher net margin than 19% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

82nd percentile

$0

Higher top officer pay than 82% of similar nonprofits.

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

17th percentile

-25%

Faster asset growth than 17% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

49th percentile

1.0%

Faster revenue growth than 49% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Assets

Down

$9,522

Down $3,237 (-25%) from 2013

Net Assets

Down

$9,522

Down $3,237 (-25%) from 2013

Liabilities

$0

No earlier filing loaded for comparison.

Revenue

Up

$23,408

Up $232 (+1.0%) from 2013

Expenses

Up

$26,645

Up $3,240 (+14%) from 2013

Net Income

Down

-$3,237

Down $3,008 (-1314%) from 2013

Historical Trend

Balance Sheet Trend

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

$30K$20K$10K$0Assets 2013: $12,759Net Assets 2013: $12,7592013Assets 2014: $29,679Liabilities 2014: $0Net Assets 2014: $29,6792014Assets 2014: $9,522Liabilities 2014: $0Net Assets 2014: $9,5222014Assets 2015: $9,281Liabilities 2015: $0Net Assets 2015: $9,2812015Assets 2016: $9,813Liabilities 2016: $0Net Assets 2016: $9,8132016Assets 2017: $11,096Liabilities 2017: $0Net Assets 2017: $11,0962017

Highlighted filing

2014

Assets$9,522
Liabilities$0
Net Assets$9,522

Operations Trend

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

$30K$20K$10K$0-$10KRevenue 2013: $23,176Expenses 2013: $23,405Net Income 2013: -$2292013Revenue 2014: $18,845Expenses 2014: $1,925Net Income 2014: $16,9202014Revenue 2014: $23,408Expenses 2014: $26,645Net Income 2014: -$3,2372014Revenue 2015: $21,696Expenses 2015: $21,937Net Income 2015: -$2412015Revenue 2016: $21,693Expenses 2016: $21,161Net Income 2016: $5322016Revenue 2017: $19,465Expenses 2017: $18,182Net Income 2017: $1,2832017

Highlighted filing

2014

Revenue$23,408
Expenses$26,645
Net Income-$3,237
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Mar 18, 2015
Return Version
2013v4.0
Gross Receipts
$53,974
Mission and Program Overview

Mission

SEE SCH O ITEM 02

Program Services

DescriptionGrantsExpenses
Provided funds for on-site school assemblies and transportaion to various off-site field trips benefiting all enrolled students-$10,904
Provided funds for Garden Grove Elementarys Intervention Fund benefiting all enrolled students-$5,000
Provided funds for Family Fun night programs to encourage parental involvement in the school community benefiting all enrolled students and their families-$2,778
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Shannon LangbhenPresidentFT$0--
Deanna SmithAuditorPT$0--
Jared HayesTreasurerPT$0--
Kathy JohnsonSecretaryPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$29,540$29,540$15,659$13,881
Event 2$5,574$5,574$1,995$3,579
Total Events$50,867$50,867$30,566$20,301
Filing and Contact Details

Filer

EIN
23-7061317

Signing Officer

Name
Lauranne Payne
Title
Treasurer
Phone
8055206700
Signed
2015-03-18
Discuss with paid preparer
Yes

Preparer

Preparer
Sharon M Carlson
Phone
8055819363
Supplemental Narrative

Additional Explanations

Amended return infomation

This return is being amended to correct the following figures (original incorrect reporting likely resulting from the previous preparer's use of preliminary figures, as well as inadvertant clerical errors):1. Form 990-EZ Part I: Line 1 Contributions, Line 6b Fundraising Exps,Line 6c Directs Exps from fundraising events, Line 16 Other Exps, and Line 22(B) Cash balance at end of year.2. Form 990-EZ Part III Line 28, program expenses for assemblies and field trips.3. Schedule A Part III columns (d) and (e) are also corrected due to clerical errors in reporting 2012 figures and updating 2013 figures.4. Schedule G Part II is also corrected to properly report Fundraising Events, using final figures.

General explanation attachment

Form 990-ez part iii - what is the organization's primary exempt purposethe organization's primary purpose is to support and enrich the educational opportunities of the students at garden grove elementary impact academy and to increase parent participation as well as to educate parents.

Description of other expenses Part I line 16

Description AmountOPERATING EXPS 449INSURANCE 202PROFESSIONAL FEES 362MEMBERSHIP DRIVE 180STATE PTA CONVENTION 1,383SCHOOL ASSEMBLIES AND FIELD TRIPS 10,904STUDENT LEADERSHIP 482DISASTER PREPAREDNESS 1,705ENRICHMENT PROGRAMS 600FAMILY FUN NIGHT 2,778HONORARY SERVICE AWARDS 537HOSPITALITY 150JUNIOR OLYMPICS 1,017RED RIBBON WEEK 175REFLECTIONS PROGRAM 77STAFF APPRECIATION 450SCHOOL SOCIALS 134INTERVENTION PROGRAM 5,000OTHER PROGRAM EXPS 60

Raw XML Appendix175 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/AddressLine102250 N Tracy Ave
IRS990EZ/BooksInCareOfDetail/USAddress/City0Simi Valley
IRS990EZ/BooksInCareOfDetail/USAddress/State0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode093063
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Shannon Langbhen
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Deanna Smith
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Jared Hayes
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Kathy Johnson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Auditor
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt026645
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SEE SCH O ITEM 02
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Provided funds for Garden Grove Elementarys Intervention Fund benefiting all enrolled students
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Provided funds for Family Fun night programs to encourage parental involvement in the school community benefiting all enrolled students and their families
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt010904
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt15000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt22778
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt030566
IRS990EZ/SpecialEventsNetIncomeLossAmt020301
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
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IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
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IRS990EZ/TotalRevenueAmt023408
IRS990EZ/TransactionWithControlEntInd0false
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IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0None
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt03107
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt03253
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt04341
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt06027
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt03861
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt020589
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt050867
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt059930
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt069026
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IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct01.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0302871
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt053974
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt055765
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt057062
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt072887
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IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt01995
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt08
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0This return is being amended to correct the following figures (original incorrect reporting likely resulting from the previous preparer's use of preliminary figures, as well as inadvertant clerical errors):1. Form 990-EZ Part I: Line 1 Contributions, Line 6b Fundraising Exps,Line 6c Directs Exps from fundraising events, Line 16 Other Exps, and Line 22(B) Cash balance at end of year.2. Form 990-EZ Part III Line 28, program expenses for assemblies and field trips.3. Schedule A Part III columns (d) and (e) are also corrected due to clerical errors in reporting 2012 figures and updating 2013 figures.4. Schedule G Part II is also corrected to properly report Fundraising Events, using final figures.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FORM 990-EZ PART III - WHAT IS THE ORGANIZATION'S PRIMARY EXEMPT PURPOSETHE ORGANIZATION'S PRIMARY PURPOSE IS TO SUPPORT AND ENRICH THE EDUCATIONAL OPPORTUNITIES OF THE STUDENTS AT GARDEN GROVE ELEMENTARY IMPACT ACADEMY AND TO INCREASE PARENT PARTICIPATION AS WELL AS TO EDUCATE PARENTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Description AmountOPERATING EXPS 449INSURANCE 202PROFESSIONAL FEES 362MEMBERSHIP DRIVE 180STATE PTA CONVENTION 1,383SCHOOL ASSEMBLIES AND FIELD TRIPS 10,904STUDENT LEADERSHIP 482DISASTER PREPAREDNESS 1,705ENRICHMENT PROGRAMS 600FAMILY FUN NIGHT 2,778HONORARY SERVICE AWARDS 537HOSPITALITY 150JUNIOR OLYMPICS 1,017RED RIBBON WEEK 175REFLECTIONS PROGRAM 77STAFF APPRECIATION 450SCHOOL SOCIALS 134INTERVENTION PROGRAM 5,000OTHER PROGRAM EXPS 60
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Amended return infomation
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1General explanation attachment
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Description of other expenses Part I line 16
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Lauranne Payne
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum08055206700
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-03-18
ReturnHeader/Filer/BusinessName/BusinessNameLine10Garden Grove Elementary PTA
ReturnHeader/Filer/BusinessNameControlTxt0GARD
ReturnHeader/Filer/EIN0237061317
ReturnHeader/Filer/USAddress/AddressLine102250 N Tracy Ave
ReturnHeader/Filer/USAddress/City0Simi Valley
ReturnHeader/Filer/USAddress/State0CA
ReturnHeader/Filer/USAddress/ZIPCode093063
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10Sharon M Carlson CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10521 Mindenvale Ct
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0Simi Valley
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode093065
ReturnHeader/PreparerPersonGrp/PhoneNum08055819363
ReturnHeader/PreparerPersonGrp/PreparationDt02015-03-22
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Sharon M Carlson
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02015-03-22T10:05:06-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

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