Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

990EZ • Fiscal year 2017 • EIN 23-7061317

Jul 01, 2016 to Jun 30, 2017 • Filed on Oct 25, 2017

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

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

57th percentile

6.6%

Higher net margin than 57% of similar nonprofits.

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

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

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

Asset Growth

66th percentile

13%

Faster asset growth than 66% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

33rd percentile

-10%

Faster revenue growth than 33% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets54th percentile

Assets

Up

$11,096

Up $1,283 (+13%) from 2016

Net Assets

Up

$11,096

Up $1,283 (+13%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue54th percentileNet Margin57th percentile

Revenue

Down

$19,465

Down $2,228 (-10%) from 2016

Expenses

Down

$18,182

Down $2,979 (-14%) from 2016

Net Income

Up

$1,283

Up $751 (+141%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth66th 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

2017

Assets$11,096
Liabilities$0
Net Assets$11,096
Open 2017 Filing

Operations Trend

Revenue Growth33rd 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

2017

Revenue$19,465
Expenses$18,182
Net Income$1,283
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Oct 25, 2017
Return Version
2016v3.0
Gross Receipts
$41,901
Mission and Program Overview

Mission

SEE SCH O ITEM 02

Program Services

DescriptionGrantsExpenses
Provided funds and transportaion to various off-site field trips benefiting all enrolled students-$4,024
Provided funds for family programs to encourage parental involvement in the school community benefiting all enrolled students and their families-$2,133
Provided funds for on-site school assemblies benefiting all enrolled students-$1,701
Compensation and Service Providers
Top Officer Pay84th 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$16,934$16,934$8,199$8,735
Carnival$7,271$7,271$2,303$4,968
Total Events$40,504$40,504$22,436$18,068
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
2017-10-25
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 942CHARITABLE TRUST FEE 10INSURANCE 221PROFESSIONAL FEES 375MEMBERSHIP DRIVE 187STATE PTA CONVENTION 1,329SCHOOL ASSEMBLIES 1,701FIELD TRIPS 4,024STUDENT LEADERSHIP 380REFLECTIONS 170ENRICHMENT PROGRAMS 3,134FAMILY FUN NIGHTS 2,133HONORARY SERVICE AWARDS 271HOSPITALITY 180JUNIOR OLYMPICS 1,229RED RIBBON WEEK 80STAFF APPRECIATION 434SCHOOL SOCIALS 48NONFICTION READING 500OTHER PROGRAM EXPENSES 834”

Raw XML Appendix178 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/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/BOYAmt09813
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt011096
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt01161
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IRS990EZ/ExcessOrDeficitForYearAmt01283
IRS990EZ/FiledScheduleAInd0true
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IRS990EZ/GrossReceiptsAmt041901
IRS990EZ/GroupExemptionNum00646
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
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IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0236
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt09813
IRS990EZ/NetAssetsOrFundBalancesEOYAmt011096
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
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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/OtherExpensesTotalAmt018182
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/ProgramServiceExpensesAmt01701
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt14024
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt22133
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt022436
IRS990EZ/SpecialEventsNetIncomeLossAmt018068
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt018182
IRS990EZ/TotalProgramServiceExpensesAmt07858
IRS990EZ/TotalRevenueAmt019465
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt01397
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt02578
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt03262
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt03107
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt03253
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt013597
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt040504
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt048491
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt040207
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt050867
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt059930
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0239999
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0253596
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt041901
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt051069
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt043469
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt053974
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt063183
IRS990ScheduleA/Total509Grp/TotalAmt0253596
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt041901
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt051069
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt043469
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt053974
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt063183
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0253596
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt022436
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0CATALOG
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0CARNIVAL
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt016934
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt07271
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt016299
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt040504
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt016934
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt07271
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt016299
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt040504
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt018068
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt011934
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt022436
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt08199
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt02303
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt08
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 942CHARITABLE TRUST FEE 10INSURANCE 221PROFESSIONAL FEES 375MEMBERSHIP DRIVE 187STATE PTA CONVENTION 1,329SCHOOL ASSEMBLIES 1,701FIELD TRIPS 4,024STUDENT LEADERSHIP 380REFLECTIONS 170ENRICHMENT PROGRAMS 3,134FAMILY FUN NIGHTS 2,133HONORARY SERVICE AWARDS 271HOSPITALITY 180JUNIOR OLYMPICS 1,229RED RIBBON WEEK 80STAFF APPRECIATION 434SCHOOL SOCIALS 48NONFICTION READING 500OTHER PROGRAM EXPENSES 834
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/SignatureDt02017-10-25
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/FilingSecurityInformation/AtSubmissionCreationDeviceId0D7918118F225208E26480D989808E62A9FB4B57D
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0D7918118F225208E26480D989808E62A9FB4B57D
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId09679422017318tygwdew
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02017-11-14
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0172.112.22.160
ReturnHeader/FilingSecurityInformation/IPDt02017-11-14
ReturnHeader/FilingSecurityInformation/IPTm011:02:08
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/PreparationDt02017-11-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Sharon M Carlson
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02017-11-14T10:59:37-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$11,096
Liabilities
$0
Net assets
$11,096
Revenue
$19,465
Expenses
$18,182
Net income
$1,283
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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2017 filings • 501(c)3 • <$500k nonprofits