Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

990 • Fiscal year 2014 • EIN 23-7075674

Jul 01, 2013 to Jun 30, 2014 • Filed on Nov 10, 2014

12314 Bradford Place91344

(818) 832-6900

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.

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

Liabilities / Revenue

55th 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

33rd percentile

-3.3%

Higher net margin than 33% of similar nonprofits.

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

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% 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

59th percentile

7.5%

Faster asset growth than 59% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2011 to 2014

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2014

Assets

Up

$26,460

Up $5,173 (+24%) from 2011

Net Assets

Up

$26,460

Up $5,173 (+24%) from 2011

Liabilities

Flat

$0

Flat from 2011

Revenue

$149,688

No earlier filing loaded for comparison.

Expenses

Up

$154,582

Up $69,401 (+81%) from 2011

Net Income

-$4,894

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2011: $21,287Liabilities 2011: $0Net Assets 2011: $21,2872011Assets 2014: $26,460Liabilities 2014: $0Net Assets 2014: $26,4602014Assets 2015: $19,747Liabilities 2015: $0Net Assets 2015: $19,7472015Assets 2016: $12,521Liabilities 2016: $0Net Assets 2016: $12,5212016Assets 2017: $25,119Liabilities 2017: $0Net Assets 2017: $25,1192017Assets 2018: $12,861Liabilities 2018: $0Net Assets 2018: $12,8612018Assets 2019: $39,932Liabilities 2019: $0Net Assets 2019: $39,9322019Assets 2020: $110,931Liabilities 2020: $0Net Assets 2020: $110,9312020Assets 2022: $81,790Liabilities 2022: $0Net Assets 2022: $81,7902022Assets 2023: $59,896Liabilities 2023: $0Net Assets 2023: $59,8962023Assets 2024: $74,068Net Assets 2024: $74,0682024Assets 2025: $98,583Liabilities 2025: $0Net Assets 2025: $98,5832025

Highlighted filing

2014

Assets$26,460
Liabilities$0
Net Assets$26,460

Operations Trend

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

$400K$300K$200K$100K$0-$100KExpenses 2011: $85,1812011Revenue 2014: $149,688Expenses 2014: $154,582Net Income 2014: -$4,8942014Revenue 2015: $181,672Expenses 2015: $188,385Net Income 2015: -$6,7132015Revenue 2016: $150,598Expenses 2016: $157,824Net Income 2016: -$7,2262016Revenue 2017: $179,029Expenses 2017: $166,431Net Income 2017: $12,5982017Revenue 2018: $169,448Expenses 2018: $181,706Net Income 2018: -$12,2582018Revenue 2019: $300,822Expenses 2019: $273,751Net Income 2019: $27,0712019Revenue 2020: $268,243Expenses 2020: $197,245Net Income 2020: $70,9982020Revenue 2022: $102,141Expenses 2022: $97,991Net Income 2022: $4,1502022Revenue 2023: $106,876Expenses 2023: $128,770Net Income 2023: -$21,8942023Revenue 2024: $149,251Expenses 2024: $135,079Net Income 2024: $14,1722024Revenue 2025: $354,722Expenses 2025: $330,207Net Income 2025: $24,5152025

Highlighted filing

2014

Revenue$149,688
Expenses$154,582
Net Income-$4,894
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Nov 10, 2014
Return Version
2013v3.1
Gross Receipts
$149,688
Mission and Program Overview

Mission

To provide support and services for Robert Frost Middle School

Parent Teacher Association for Robert Frost Middle School in Granada Hills CA

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$31,358$26,460▼ $4,898
Rtn Earn Endowment Incm Other Fnds$31,358$26,460▼ $4,898
Total Assets$31,358$26,460▼ $4,898
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$31,358$26,460▼ $4,898
Total Liabilities and Net Assets / Fund Balance$31,358$26,460▼ $4,898
Compensation and Service Providers

Board Members and Trustees

NameTitle
Sharon JackolaPresident
Alfred CastillVice President
Helen CastilloFine Arts Chai
Dora DunnMembership
Juan RodriguezRepresentative
Alicia ContrerSecretary
Diane BashamSecretary
Traci BrownTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$149,688
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$2,577
Change in Net Assets
$-4,894
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$154,582
Total Fundraising Expense$46,062
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
All Other Expenses---$70,795
Other Expenses---$11,693
Fees for Services Accounting-$380-$380
Office Expenses-$222-$222
Insurance-$202-$202
Total Functional Expenses$0$108,520$46,062$154,582
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$14,554$14,554$11,693$2,861
Event 2$11,010$11,010$9,276$1,734
Total Events$141,762$141,762$77,780$63,982
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No
Filing and Contact Details

Filer

EIN
23-7075674
Phone
8188326900

Signing Officer

Name
Traci Brown
Title
Treasurer
Signed
2014-11-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Traci Brown
Formed
1969
Legal Domicile
CA
Voting Board Members
8
Independent Board Members
0
Employees
0

Preparer

Preparer
Brent Irek
Phone
8888448267
Supplemental Narrative

Additional Explanations

990 Part III Line 4

There were no program services undertaken this fiscal year

Raw XML Appendix272 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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IRS990/ActivityOrMissionDesc0Parent Teacher Association for Robert Frost Middle School in Granada Hills CA
IRS990/AllOtherContributionsAmt02577
IRS990/AllOtherExpensesGrp/TotalAmt070795
IRS990/BackupWthldComplianceInd0false
IRS990/BooksInCareOfDetail/PersonNm0Traci Brown
IRS990/BooksInCareOfDetail/PhoneNum08188326900
IRS990/BooksInCareOfDetail/USAddress/AddressLine1012314 Bradford
IRS990/BooksInCareOfDetail/USAddress/City0GRANADA HILLS
IRS990/BooksInCareOfDetail/USAddress/State0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCode091344
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IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0149688
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt00
IRS990/CYOtherExpensesAmt0154582
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-4894
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0154582
IRS990/CYTotalFundraisingExpenseAmt046062
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0149688
IRS990/DecisionsSubjectToApprovaInd0false
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IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0No program services in this fiscal year
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DistributionToDonorInd0false
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IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExcessBusinessHoldingsInd0false
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt0380
IRS990/FeesForServicesAccountingGrp/TotalAmt0380
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt010
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt110
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IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt710
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
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IRS990/Form990PartVIISectionAGrp/OfficerInd3X
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IRS990/Form990PartVIISectionAGrp/OfficerInd6X
IRS990/Form990PartVIISectionAGrp/OfficerInd7X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/PersonNm0Sharon Jackola
IRS990/Form990PartVIISectionAGrp/PersonNm1Alfred Castill
IRS990/Form990PartVIISectionAGrp/PersonNm2Traci Brown
IRS990/Form990PartVIISectionAGrp/PersonNm3Alicia Contrer
IRS990/Form990PartVIISectionAGrp/PersonNm4Diane Basham
IRS990/Form990PartVIISectionAGrp/PersonNm5Helen Castillo
IRS990/Form990PartVIISectionAGrp/PersonNm6Juan Rodriguez
IRS990/Form990PartVIISectionAGrp/PersonNm7Dora Dunn
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/TitleTxt0President
IRS990/Form990PartVIISectionAGrp/TitleTxt1Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt2Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt3Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt4Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt5Fine Arts Chai
IRS990/Form990PartVIISectionAGrp/TitleTxt6Representative
IRS990/Form990PartVIISectionAGrp/TitleTxt7Membership
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormationYr01969
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0true
IRS990/FundraisingAmt0141762
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt08
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0149688
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt0202
IRS990/InsuranceGrp/TotalAmt0202
IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0CA
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembershipDuesAmt05349
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0false
IRS990/MinutesOfGoverningBodyInd0false
IRS990/MissionDesc0To provide services and support for Robert Frost Middle School
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt031358
IRS990/NetAssetsOrFundBalancesEOYAmt026460
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NondeductibleContributionsInd0false
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0222
IRS990/OfficeExpensesGrp/TotalAmt0222
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherExpensesGrp/TotalAmt026926
IRS990/OtherExpensesGrp/TotalAmt125107
IRS990/OtherExpensesGrp/TotalAmt219257
IRS990/OtherExpensesGrp/TotalAmt311693
IRS990/OtherOrganizationDsc0PTSA
IRS990/PartialLiquidationInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0Traci Brown
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/ReconcilationRevenueExpnssAmt0-4894
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt031358
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt026460
IRS990ScheduleA/SchoolInd0X
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt077780
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt014554
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt011010
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt0116198
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0141762
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt014554
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt011010
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt0116198
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0141762
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent1Amt0Book Fair
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent2Amt0Internationa
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt063982
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt056811
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt077780
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IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt09276
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0There were no program services undertaken this fiscal year
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0990 Part III Line 4
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0true
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IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
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IRS990/TempOrPermanentEndowmentsInd0false
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IRS990/TotalCompGreaterThan150KInd0false
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IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
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IRS990/TotalGrossUBIAmt00
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IRS990/USAddress/City0GRANADA HILLS
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IRS990/USAddress/ZIPCode091344
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt00
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Traci Brown
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-11-10
ReturnHeader/Filer/BusinessName/BusinessNameLine10Robert Frost Middle School PT
ReturnHeader/Filer/BusinessNameControlTxt0ROBE
ReturnHeader/Filer/EIN0237075674
ReturnHeader/Filer/PhoneNum08188326900
ReturnHeader/Filer/USAddress/AddressLine1012314 Bradford Place
ReturnHeader/Filer/USAddress/City0GRANADA HILLS
ReturnHeader/Filer/USAddress/State0CA
ReturnHeader/Filer/USAddress/ZIPCode091344
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0261584358
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10Taxstar Income Tax Service
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1018305 Sherman Way Ste 18
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0RESEDA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode091335
ReturnHeader/PreparerPersonGrp/PhoneNum08888448267
ReturnHeader/PreparerPersonGrp/PreparationDt02014-11-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Brent Irek
ReturnHeader/ReturnTs02014-11-18T17:25:09-08:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

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