Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

990EZ • Fiscal year 2016 • EIN 23-7061317

Jul 01, 2015 to Jun 30, 2016 • Filed on Oct 07, 2016

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

56th percentile

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

55th percentile

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

48th percentile

2.5%

Higher net margin than 48% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

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.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

57th percentile

5.7%

Faster asset growth than 57% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

49th percentile

-0.0%

Faster revenue growth than 49% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$9,813

Up $532 (+5.7%) from 2015

Net Assets

Up

$9,813

Up $532 (+5.7%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin48th percentile

Revenue

Down

$21,693

Down $3 (-0.0%) from 2015

Expenses

Down

$21,161

Down $776 (-3.5%) from 2015

Net Income

Up

$532

Up $773 (+321%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth57th 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

2016

Assets$9,813
Liabilities$0
Net Assets$9,813
Open 2016 Filing

Operations Trend

Revenue Growth49th 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

2016

Revenue$21,693
Expenses$21,161
Net Income$532
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Oct 7, 2016
Return Version
2015v2.1
Gross Receipts
$51,069
Mission and Program Overview

Mission

SEE SCH O ITEM 02

Program Services

DescriptionGrantsExpenses
Provided funds for on-site school assemblies benefiting all enrolled students-$6,500
Provided funds and transportaion to various off-site field trips benefiting all enrolled students-$3,900
Provided funds for family programs to encourage parental involvement in the school community benefiting all enrolled students and their families-$2,128
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Sarah MillerPresidentPT$0--
Jim PuslAuditorPT$0--
Sara GerberTreasurerPT$0--
Patty BuffaloeSecretaryPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Catalog$15,616$15,616$7,747$7,869
Carnival$7,522$7,522$2,433$5,089
Total Events$48,491$48,491$29,376$19,115
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
Sara Gerber
Title
Treasurer
Phone
8055206700
Signed
2016-10-07
Discuss with paid preparer
No

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 organizations primary exempt purposethe organizations 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 698CHARITABLE TRUST FEE 10INSURANCE 216PROFESSIONAL FEES 350MEMBERSHIP DRIVE 132STATE PTA CONVENTION 1,816SCHOOL ASSEMBLIES 6,500FIELD TRIPS 3,900STUDENT LEADERSHIP 698DISASTER PREPAREDNESS 375ENRICHMENT PROGRAMS 296FAMILY FUN NIGHTS 2,128HONORARY SERVICE AWARDS 355HOSPITALITY 407JUNIOR OLYMPICS 1,092RED RIBBON WEEK 178STAFF APPRECIATION 165SCHOOL SOCIALS 32KINDNESS CAMPAIGN 750NONFICTION READING 500OTHER PROGRAM EXPENSES 563”

Raw XML Appendix169 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0Sara Gerber
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/BOYAmt09281
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt09813
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt02320
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0532
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt09281
IRS990EZ/Form990TotalAssetsGrp/EOYAmt09813
IRS990EZ/FundraisingGrossIncomeAmt048491
IRS990EZ/GrossReceiptsAmt051069
IRS990EZ/GroupExemptionNum00646
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0258
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt09281
IRS990EZ/NetAssetsOrFundBalancesEOYAmt09813
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt09281
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt09813
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt020.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt210.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt310.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Sarah Miller
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Jim Pusl
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Sara Gerber
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Patty Buffaloe
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/OtherExpensesTotalAmt021161
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 programs to encourage parental involvement in the school community benefiting all enrolled students and their families
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt06500
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt13900
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt22128
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt029376
IRS990EZ/SpecialEventsNetIncomeLossAmt019115
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt021161
IRS990EZ/TotalProgramServiceExpensesAmt012528
IRS990EZ/TotalRevenueAmt021693
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt02578
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt03262
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt03107
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt03253
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt04341
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt016541
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt048491
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt040207
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt050867
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt059930
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt051424
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0250919
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0267460
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt051069
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt043469
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt053974
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt063183
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt055765
IRS990ScheduleA/Total509Grp/TotalAmt0267460
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt051069
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt043469
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt053974
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt063183
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt055765
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0267460
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt029376
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0CATALOG
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0CARNIVAL
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt015616
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt07522
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt025353
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt048491
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt015616
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt07522
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt025353
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt048491
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt019115
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt019196
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt029376
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt07747
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt02433
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt010
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FORM 990-EZ PART III - WHAT IS THE ORGANIZATIONS PRIMARY EXEMPT PURPOSETHE ORGANIZATIONS 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 698CHARITABLE TRUST FEE 10INSURANCE 216PROFESSIONAL FEES 350MEMBERSHIP DRIVE 132STATE PTA CONVENTION 1,816SCHOOL ASSEMBLIES 6,500FIELD TRIPS 3,900STUDENT LEADERSHIP 698DISASTER PREPAREDNESS 375ENRICHMENT PROGRAMS 296FAMILY FUN NIGHTS 2,128HONORARY SERVICE AWARDS 355HOSPITALITY 407JUNIOR OLYMPICS 1,092RED RIBBON WEEK 178STAFF APPRECIATION 165SCHOOL SOCIALS 32KINDNESS CAMPAIGN 750NONFICTION READING 500OTHER PROGRAM EXPENSES 563
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0General explanation attachment
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0Sara Gerber
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum08055206700
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-10-07
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/PreparationDt02016-10-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Sharon M Carlson
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02016-10-07T08:10:07-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$9,813
Liabilities
$0
Net assets
$9,813
Revenue
$21,693
Expenses
$21,161
Net income
$532
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