Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

990EZ • Fiscal year 2020 • EIN 23-7083955

Jul 01, 2019 to Jun 30, 2020 • Filed on Sep 15, 2020

151 Victoria StreetDaly City, CA 94080

(650) 877-8853

Siviq Scores

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

Liabilities / Assets

75th percentile

0.12x

Higher debt load relative to assets than 75% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

72nd percentile

0.07x

Higher debt load relative to revenue than 72% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

73rd percentile

24%

Higher net margin than 73% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2020

Asset Growth

89th percentile

110%

Faster asset growth than 89% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

85th percentile

34%

Faster revenue growth than 85% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Assets

Up

$31,616

Up $16,542 (+110%) from 2019

Net Assets

Up

$27,858

Up $12,784 (+85%) from 2019

Liabilities

$3,758

No earlier filing loaded for comparison.

Revenue

Up

$54,557

Up $13,714 (+34%) from 2019

Expenses

Down

$41,643

Down $14,534 (-26%) from 2019

Net Income

Up

$12,914

Up $28,248 (+184%) from 2019

Historical Trend

Balance Sheet Trend

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

$60K$40K$20K$0Assets 2018: $30,235Net Assets 2018: $30,2352018Assets 2019: $15,074Net Assets 2019: $15,0742019Assets 2020: $31,616Liabilities 2020: $3,758Net Assets 2020: $27,8582020Assets 2021: $27,525Liabilities 2021: $630Net Assets 2021: $26,8952021Assets 2025: $47,720Liabilities 2025: $0Net Assets 2025: $47,7202025

Highlighted filing

2020

Assets$31,616
Liabilities$3,758
Net Assets$27,858

Operations Trend

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

$80K$60K$40K$20K$0-$20KRevenue 2018: $49,760Expenses 2018: $38,700Net Income 2018: $11,0602018Revenue 2019: $40,843Expenses 2019: $56,177Net Income 2019: -$15,3342019Revenue 2020: $54,557Expenses 2020: $41,643Net Income 2020: $12,9142020Revenue 2021: $15,404Expenses 2021: $19,960Net Income 2021: -$4,5562021Revenue 2025: $60,756Expenses 2025: $38,092Net Income 2025: $22,6642025

Highlighted filing

2020

Revenue$54,557
Expenses$41,643
Net Income$12,914
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Sep 15, 2020
Return Version
2019v5.0
Gross Receipts
$73,237
Mission and Program Overview

Mission

Junipero serra pta is joined by a group of dedicated parents, teachers and staff who come together to raise funds and plan exciting events and activities that benefit students, parents and teachers at junipero serra elementary school.

Program Services

DescriptionGrantsExpenses
JS PTA PRIMARY GOAL IS TO PROVIDE STUDENTS WITH ADVANCED TECHNOLOGY, EXTRA TEACHING MATERIALS FOR TEACHERS, TRANSPORTATION FOR FIELD TRIPS, AND MAKE IMPROVEMENT TO SCHOOL FOR STUDENTS AND STAFF TO HAVE A SAFE LEARNING ENVIRONMENT. THROUGH TWO MAJOR FUNDRAISING EVENTS - "WORLD FINEST CHOCOLATE AND "THE WACKY WALK", PTA WAS ABLE TO ACCOMPLISHED THESE GOALS.-$26,481
PTA'S OTHER ACCOMPLISHEMENT WAS TO ENCOURAGE PARENT INVOLVEMENTS IN THEIR CHILDREN AND SCHOOL ACTIVITIES BY VOLUNTEERING. PTA ALSO ORGANIZED FUN AND EXCITING SOCIAL EVENTS FOR THE JS COMMUNITY - SUCH AS MOVIE NIGHTS, FAMILY NIGHTS, SANTA WORKSHOP/SILENT DRAW, WALK-A-THON, HALLOWEEN HAPPENINGS-$8,375
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JENNY LIUPresident-$0--
STACY TRUONGSecretary-$0--
DIANNE RAVALTreasurer-$0--
CINDY YAGIMembership-$0--
JANICE CALDWELLAuditor-$0--
CARLA WEBBHistorian-$0--
MARK MANGONONParliamentar-$0--
CARLA MARTINEZHospitality-$0--
BELINDA NGUYENFundraising-$0--
DANIELLE KROLVolunteers C-$0--
TIFFANY LIBIRANVolunteers C-$0--
ALESSANDRA PIMENTELVolunteers C-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Worlds Finest C$35,894$35,894$17,699$18,195
Wacky Water$18,924$18,924$981$17,943
Total Events$59,874$59,874$18,680$41,194
Filing and Contact Details

Filer

Filer Name
Junipero Serra Elementary Pta
EIN
23-7083955
Phone
6508778853
Address
151 VICTORIA STREET, DALY CITY, CA 94080

Signing Officer

Name
Jenny Liu
Title
President
Phone
6508778853
Signed
2020-09-15
Discuss with paid preparer
Yes

Preparer

Firm
Clayton Patterson Ea
Address
433 AIRPORT BLVD SUITE 307, BURLINGAME, CA 94010
Preparer
Clayton Patterson
Phone
6505916797
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8

Misc events: sentle/ 3,003 total 3,003

Form 990-ez, Part I, Line 16

Expenses bank fees 10 donations to council 128 hospitality expense 425 memberships-dist/state/nat'l 784 tax filing fees 3,598 website hosting 480 insurance 232 outdoor education scholar 3,707 5th grade promotion 394 field trip transportation 12,700 student folders/planners 935 classroom supplies 596 school improvements 3,343 3rd-5th grade basketball 3,876 other events 670 pta member training 260 halloween happenings 1,329 santa workshop 1,059 membership drive 2,060 fundrasier cards 2,235 movie licenses/expenses 683 park clean up event 82 staff/board luncheon 172 pbis-pinto store 755 total 40,513

Form 990-ez, Part I, Line 20

Book/bank acct variance -51 prior year expense: ck1565 -79

Form 990-ez, Part II, Line 26

Outstanding checks 0 3,758

Form 990-ez, Part III

Junipero serra pta is joined by a group of dedicated parents, teachers and staff who come together to raise funds and plan exciting events and activities that benefit students, parents and teachers at junipero serra elementary school.

Form 990-ez, Part III, Line 28

Js pta primary goal is to provide students with advanced technology, extra teaching materials for teachers, transportation for field trips, and make improvement to school for students and staff to have a safe learning environment. Through two major fundraising events - "world finest chocolate and "the wacky walk", pta was able to accomplished these goals.

Form 990-ez, Part III, Line 29

Pta's other accomplishement was to encourage parent involvements in their children and school activities by volunteering. Pta also organized fun and exciting social events for the js community - such as movie nights, family nights, santa workshop/silent draw, walk-a-thon, halloween happenings

Raw XML Appendix207 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.

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IRS990EZ/PrimaryExemptPurposeTxt0JUNIPERO SERRA PTA IS JOINED BY A GROUP OF DEDICATED PARENTS, TEACHERS AND STAFF WHO COME TOGETHER TO RAISE FUNDS AND PLAN EXCITING EVENTS AND ACTIVITIES THAT BENEFIT STUDENTS, PARENTS AND TEACHERS AT JUNIPERO SERRA ELEMENTARY SCHOOL.
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1PTA'S OTHER ACCOMPLISHEMENT WAS TO ENCOURAGE PARENT INVOLVEMENTS IN THEIR CHILDREN AND SCHOOL ACTIVITIES BY VOLUNTEERING. PTA ALSO ORGANIZED FUN AND EXCITING SOCIAL EVENTS FOR THE JS COMMUNITY - SUCH AS MOVIE NIGHTS, FAMILY NIGHTS, SANTA WORKSHOP/SILENT DRAW, WALK-A-THON, HALLOWEEN HAPPENINGS
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MISC EVENTS: SENTLE/ 3,003 TOTAL 3,003
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES BANK FEES 10 DONATIONS TO COUNCIL 128 HOSPITALITY EXPENSE 425 MEMBERSHIPS-DIST/STATE/NAT'L 784 TAX FILING FEES 3,598 WEBSITE HOSTING 480 INSURANCE 232 OUTDOOR EDUCATION SCHOLAR 3,707 5TH GRADE PROMOTION 394 FIELD TRIP TRANSPORTATION 12,700 STUDENT FOLDERS/PLANNERS 935 CLASSROOM SUPPLIES 596 SCHOOL IMPROVEMENTS 3,343 3RD-5TH GRADE BASKETBALL 3,876 OTHER EVENTS 670 PTA MEMBER TRAINING 260 HALLOWEEN HAPPENINGS 1,329 SANTA WORKSHOP 1,059 MEMBERSHIP DRIVE 2,060 FUNDRASIER CARDS 2,235 MOVIE LICENSES/EXPENSES 683 PARK CLEAN UP EVENT 82 STAFF/BOARD LUNCHEON 172 PBIS-PINTO STORE 755 TOTAL 40,513
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2BOOK/BANK ACCT VARIANCE -51 PRIOR YEAR EXPENSE: CK1565 -79
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3OUTSTANDING CHECKS 0 3,758
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4JUNIPERO SERRA PTA IS JOINED BY A GROUP OF DEDICATED PARENTS, TEACHERS AND STAFF WHO COME TOGETHER TO RAISE FUNDS AND PLAN EXCITING EVENTS AND ACTIVITIES THAT BENEFIT STUDENTS, PARENTS AND TEACHERS AT JUNIPERO SERRA ELEMENTARY SCHOOL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5JS PTA PRIMARY GOAL IS TO PROVIDE STUDENTS WITH ADVANCED TECHNOLOGY, EXTRA TEACHING MATERIALS FOR TEACHERS, TRANSPORTATION FOR FIELD TRIPS, AND MAKE IMPROVEMENT TO SCHOOL FOR STUDENTS AND STAFF TO HAVE A SAFE LEARNING ENVIRONMENT. THROUGH TWO MAJOR FUNDRAISING EVENTS - "WORLD FINEST CHOCOLATE AND "THE WACKY WALK", PTA WAS ABLE TO ACCOMPLISHED THESE GOALS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6PTA'S OTHER ACCOMPLISHEMENT WAS TO ENCOURAGE PARENT INVOLVEMENTS IN THEIR CHILDREN AND SCHOOL ACTIVITIES BY VOLUNTEERING. PTA ALSO ORGANIZED FUN AND EXCITING SOCIAL EVENTS FOR THE JS COMMUNITY - SUCH AS MOVIE NIGHTS, FAMILY NIGHTS, SANTA WORKSHOP/SILENT DRAW, WALK-A-THON, HALLOWEEN HAPPENINGS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990-EZ, PART III, LINE 28
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990-EZ, PART III, LINE 29
ReturnHeader/BuildTS02021-01-29 14:40:06Z
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ReturnHeader/BusinessOfficerGrp/SignatureDt02020-09-15
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ReturnHeader/Filer/PhoneNum06508778853
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ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0108.178.174.186
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ReturnHeader/FilingSecurityInformation/IPTm014:43:29
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0433 AIRPORT BLVD SUITE 307
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BURLINGAME
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
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ReturnHeader/PreparerPersonGrp/PreparationDt02020-09-18
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CLAYTON PATTERSON
ReturnHeader/ReturnTs02020-10-13T14:43:29-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

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