Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

990EZ • Fiscal year 2015 • EIN 23-7061317

Jul 01, 2014 to Jun 30, 2015 • Filed on Aug 17, 2015

Organization ProfileNone
2250 N Tracy AveSimi Valley, CA 93063-2753

(805) 520-6700

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

37th percentile

-1.1%

Higher net margin than 37% 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

5th percentile

-69%

Faster asset growth than 5% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

68th percentile

15%

Faster revenue growth than 68% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets55th percentile

Assets

Down

$9,281

Down $20,398 (-69%) from 2014

Net Assets

Down

$9,281

Down $20,398 (-69%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin37th percentile

Revenue

Up

$21,696

Up $2,851 (+15%) from 2014

Expenses

Up

$21,937

Up $20,012 (+1040%) from 2014

Net Income

Down

-$241

Down $17,161 (-101%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth5th percentile

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 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

2015

Assets$9,281
Liabilities$0
Net Assets$9,281
Open 2015 Filing

Operations Trend

Revenue Growth68th percentile

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 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

2015

Revenue$21,696
Expenses$21,937
Net Income-$241
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Aug 17, 2015
Return Version
2014v5.0
Gross Receipts
$43,469
Mission and Program Overview

Mission

SEE SCH O ITEM 02

Program Services

DescriptionGrantsExpenses
Provided funds for on-site school assemblies benefiting all enrolled students-$6,200
Provided funds and transportaion to various off-site field trips benefiting all enrolled students-$4,894
Provided funds for Family Fun night programs to encourage parental involvement in the school community benefiting all enrolled students and their families-$2,450
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Sarah GerberPresidentPT$0--
Mery NunezAuditorPT$0--
Lauranne PayneTreasurerPT$0--
Shannon LangbhenSecretaryPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Catalog$18,986$18,986$9,700$9,286
Carnival$6,695$6,695$1,597$5,098
Total Events$40,207$40,207$21,773$18,434
Filing and Contact Details

Filer

Filer Name
Garden Grove Elementary PTA
EIN
23-7061317
Address
2250 N Tracy Ave, Simi Valley, CA 93063-2753

Signing Officer

Name
Lauranne Payne
Title
Treasurer
Phone
8055206700
Signed
2015-08-17
Discuss with paid preparer
Yes

Preparer

Firm
Sharon M Carlson CPA
Address
521 Mindenvale Ct, Simi Valley, CA 93065
Preparer
Sharon M Carlson
Phone
8055819363
Supplemental Narrative

Additional Explanations

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 1,003CHARITABLE TRUST FEE 24INSURANCE 209PROFESSIONAL FEES 350MEMBERSHIP DRIVE 42STATE PTA CONVENTION 1,716SCHOOL ASSEMBLIES 6,200FIELD TRIPS 4,894STUDENT LEADERSHIP 581DISASTER PREPAREDNESS 750ENRICHMENT PROGRAMS 510FAMILY FUN NIGHTS 2,450HONORARY SERVICE AWARDS 464HOSPITALITY 323JUNIOR OLYMPICS 1,222RED RIBBON WEEK 41STAFF APPRECIATION 393SCHOOL SOCIALS 142OTHER PROGRAM EXPS 623”

Raw XML Appendix171 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/PersonNm0Lauranne Payne
IRS990EZ/BooksInCareOfDetail/PhoneNum08055206700
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt02250 N Tracy Ave
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Simi Valley
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0930632753
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt09522
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IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
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IRS990EZ/ExcessOrDeficitForYearAmt0-241
IRS990EZ/FiledScheduleAInd0true
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IRS990EZ/GrossReceiptsAmt043469
IRS990EZ/GroupExemptionNum00646
IRS990EZ/InfoInScheduleOPartIInd0X
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IRS990EZ/LobbyingActivitiesInd0false
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IRS990EZ/MembershipDuesAmt0211
IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt020.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Sarah Gerber
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Mery Nunez
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Lauranne Payne
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Shannon Langbhen
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/OtherExpensesTotalAmt021937
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SEE SCH O ITEM 02
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Provided funds for on-site school assemblies benefiting all enrolled students
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Provided funds and transportaion to various off-site field trips 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/ProgramServiceExpensesAmt06200
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt14894
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt22450
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt021773
IRS990EZ/SpecialEventsNetIncomeLossAmt018434
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt021937
IRS990EZ/TotalProgramServiceExpensesAmt013544
IRS990EZ/TotalRevenueAmt021696
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt03262
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt03107
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt03253
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt04341
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt06057
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt020020
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt040207
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt050867
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt059930
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt051424
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt051035
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0253463
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct01.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0273483
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt043469
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt053974
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt063183
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt055765
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt057092
IRS990ScheduleA/Total509Grp/TotalAmt0273483
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt043469
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt053974
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt055765
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt057092
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0273483
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IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0CATALOG
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0CARNIVAL
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt018986
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt06695
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt014526
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt040207
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt018986
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt06695
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt014526
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt040207
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt018434
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt010476
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt021773
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt09700
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt01597
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt010
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FORM 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/ExplanationTxt1Description AmountOPERATING EXPS 1,003CHARITABLE TRUST FEE 24INSURANCE 209PROFESSIONAL FEES 350MEMBERSHIP DRIVE 42STATE PTA CONVENTION 1,716SCHOOL ASSEMBLIES 6,200FIELD TRIPS 4,894STUDENT LEADERSHIP 581DISASTER PREPAREDNESS 750ENRICHMENT PROGRAMS 510FAMILY FUN NIGHTS 2,450HONORARY SERVICE AWARDS 464HOSPITALITY 323JUNIOR OLYMPICS 1,222RED RIBBON WEEK 41STAFF APPRECIATION 393SCHOOL SOCIALS 142OTHER PROGRAM EXPS 623
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0General explanation attachment
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Lauranne Payne
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum08055206700
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-08-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Garden Grove Elementary PTA
ReturnHeader/Filer/BusinessNameControlTxt0GARD
ReturnHeader/Filer/EIN0237061317
ReturnHeader/Filer/USAddress/AddressLine1Txt02250 N Tracy Ave
ReturnHeader/Filer/USAddress/CityNm0Simi Valley
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd0930632753
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Sharon M Carlson CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0521 Mindenvale Ct
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Simi Valley
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd093065
ReturnHeader/PreparerPersonGrp/PhoneNum08055819363
ReturnHeader/PreparerPersonGrp/PreparationDt02015-08-18
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Sharon M Carlson
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02015-08-18T13:39:18-07:00
ReturnHeader/ReturnTypeCd0990EZ
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 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$9,281
Liabilities
$0
Net assets
$9,281
Revenue
$21,696
Expenses
$21,937
Net income
-$241
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2017Detailed filing. Detailed filing data is available for this year.$11.1$0.00$11.1$19.5$18.2$1.28
2016Detailed filing. Detailed filing data is available for this year.$9.81$0.00$9.81$21.7$21.2$0.53
2015Detailed filing. Detailed filing data is available for this year.$9.28$0.00$9.28$21.7$21.9$0.24
2014Detailed filing. Detailed filing data is available for this year.$29.7$0.00$29.7$18.8$1.93$16.9
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$12.8$12.8$23.2$23.4$0.23