Civic Intelligence

PTA California Congress Edna Batey Elementary School PTA

990EZ • Fiscal year 2017 • EIN 26-0067308

Jul 01, 2016 to Jun 30, 2017 • Filed on Nov 03, 2017

9421 Stonebrook DriveElk Grove, CA 95624

(916) 684-4757

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2017

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2017

Net Margin

16th percentile

-19%

Higher net margin than 16% of similar nonprofits.

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

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% 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

15th percentile

-31%

Faster asset growth than 15% of similar nonprofits.

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

Revenue Growth

22nd percentile

-22%

Faster revenue growth than 22% of similar nonprofits.

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

Assets

Down

$13,180

Down $5,939 (-31%) from 2016

Net Assets

Down

$13,180

Down $5,939 (-31%) from 2016

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$30,676

Down $8,714 (-22%) from 2016

Expenses

Down

$36,615

Down $3,976 (-9.8%) from 2016

Net Income

Down

-$5,939

Down $4,738 (-395%) from 2016

Historical Trend

Balance Sheet Trend

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

$60K$40K$20K$0Assets 2011: $37,819Net Assets 2011: $37,8192011Assets 2014: $29,752Net Assets 2014: $29,7522014Assets 2015: $20,320Net Assets 2015: $20,3202015Assets 2016: $19,119Net Assets 2016: $19,1192016Assets 2017: $13,180Net Assets 2017: $13,1802017Assets 2018: $25,846Net Assets 2018: $25,8462018Assets 2019: $21,136Net Assets 2019: $21,1362019Assets 2020: $32,952Net Assets 2020: $32,9522020Assets 2021: $23,706Net Assets 2021: $23,7062021Assets 2022: $18,407Net Assets 2022: $18,4072022Assets 2023: $47,792Net Assets 2023: $47,7922023Assets 2024: $47,864Net Assets 2024: $47,8642024Assets 2025: $48,369Net Assets 2025: $48,3692025

Highlighted filing

2017

Assets$13,180
Liabilities-
Net Assets$13,180

Operations Trend

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

$60K$40K$20K$0-$20KRevenue 2011: $43,484Expenses 2011: $33,268Net Income 2011: $10,2162011Revenue 2014: $33,967Expenses 2014: $25,795Net Income 2014: $8,1722014Revenue 2015: $29,883Expenses 2015: $39,315Net Income 2015: -$9,4322015Revenue 2016: $39,390Expenses 2016: $40,591Net Income 2016: -$1,2012016Revenue 2017: $30,676Expenses 2017: $36,615Net Income 2017: -$5,9392017Revenue 2018: $36,525Expenses 2018: $23,859Net Income 2018: $12,6662018Revenue 2019: $43,195Expenses 2019: $47,905Net Income 2019: -$4,7102019Revenue 2020: $45,467Expenses 2020: $33,651Net Income 2020: $11,8162020Revenue 2021: $6,362Expenses 2021: $15,608Net Income 2021: -$9,2462021Revenue 2022: $19,720Expenses 2022: $25,019Net Income 2022: -$5,2992022Revenue 2023: $48,601Expenses 2023: $19,216Net Income 2023: $29,3852023Revenue 2024: $27,769Expenses 2024: $27,697Net Income 2024: $722024Revenue 2025: $49,842Expenses 2025: $49,337Net Income 2025: $5052025

Highlighted filing

2017

Revenue$30,676
Expenses$36,615
Net Income-$5,939
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Nov 3, 2017
Return Version
2016v3.0
Gross Receipts
$43,861
Mission and Program Overview

Mission

The mission of the edna batey elementary school parent teacher association (pta) is to involve parents and teachers in the process of enhancing the educational experience of the students through financial and volunteer support of the academic curriculum and extra-curricular activities including the arts, athletics, family-oriented events and community enrichment.

Program Services

DescriptionGrantsExpenses
AWARDS,AND PRIZES FOR ACCELERATED READER PROGRAM AND ASSEMBLIES$12,124-
PURCHASE OF SUPPLIES AND EQUIPMENT FOR THE FRONT OFFICE TO BENEFIT THE TEACHERS AND STUDENTS.$8,628-
PURCHASE OF MATERIALS FOR CLASSROOMS FOR EACH GRADE LEVEL AND STUDENT COUNCIL.$7,809-
MONEY DONATED TO THE SCHOOL TO PAY FOR A LIBRARIAN$2,300-
DONATION TO THE 6TH GRADE CLASSES TO COVER THE TRANSPORTATION COST AND SOME SCHOLARSHIPS FOR THE 6TH GRADE TRIP TO ALLIANCE REDWOOD.$2,000-
EVENT SUPPORT AND ASSISTANCE WITH RED RIBBON WEEK, BIKE SAFETY AND TALENT SHOW$1,150-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JENNIFER ESCOBARPresidentPT$0--
KRISTIN OVERTONSecretary-$0--
ROBIN FARNSWORTHVice President-$0--
JULIE FONGTreasurerPT$0--
KAREN BASSAuditor Of BookPT$0--
LORIE VENTURASecretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Jog a Thon$23,761$23,761-$23,761
Total Events$23,761$23,761-$23,761
Filing and Contact Details

Filer

Filer Name
Pta California Congress Edna Batey
EIN
26-0067308
Phone
9166844757
Address
9421 STONEBROOK DRIVE, ELK GROVE, CA 95624

Signing Officer

Name
Jennifer Escobar
Title
President
Signed
2017-11-03
Discuss with paid preparer
Yes

Preparer

Firm
Michele S Rogers CPA PC
Address
9381 E STOCKTON BLVD STE 102, ELK GROVE, CA 95624-5069
Preparer
Marlo R Carter
Phone
9166841330
Supplemental Narrative

Additional Explanations

Other Expenses.1002

Office Expenses $1784

Other Expenses.1007

Conferences, Conventions, and Meetings $39

Other Expenses.1012

Insurance $656

Other Expenses.1

Accelerated reading program $12124

Other Expenses.2

Grade level purchases $7823

Other Expenses.3

VAPA $2614

Other Expenses.4

LIBRARIAN $2300

Other Expenses.5

SCHOOL SAFETY $2216

Other Expenses.6

Alliance redwood field trip $2000

Other Expenses.7

Membership payments to distric $1655

Other Expenses.8

STAFF APPRECIATION $1450

Other Expenses.9

Health fair expense $1150

Other Expenses.10

PROMOTION $348

Other Expenses.11

HOSPITALITY GIFTS $331

Other Expenses.12

BANK FEES $125

Other Assets.1010

Inventories - Beginning $900 Inventories - Ending $200

Raw XML Appendix202 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/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4AUDITOR OF BOOK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
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IRS990EZ/OtherAssetsTotalDetail/BOYAmt0900
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IRS990EZ/OtherExpensesTotalAmt036615
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
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IRS990EZ/PrimaryExemptPurposeTxt0THE MISSION OF THE EDNA BATEY ELEMENTARY SCHOOL PARENT TEACHER ASSOCIATION (PTA) IS TO INVOLVE PARENTS AND TEACHERS IN THE PROCESS OF ENHANCING THE EDUCATIONAL EXPERIENCE OF THE STUDENTS THROUGH FINANCIAL AND VOLUNTEER SUPPORT OF THE ACADEMIC CURRICULUM AND EXTRA-CURRICULAR ACTIVITIES INCLUDING THE ARTS, ATHLETICS, FAMILY-ORIENTED EVENTS AND COMMUNITY ENRICHMENT.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0DONATION TO THE 6TH GRADE CLASSES TO COVER THE TRANSPORTATION COST AND SOME SCHOLARSHIPS FOR THE 6TH GRADE TRIP TO ALLIANCE REDWOOD.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1MONEY DONATED TO THE SCHOOL TO PAY FOR A LIBRARIAN
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2PURCHASE OF MATERIALS FOR CLASSROOMS FOR EACH GRADE LEVEL AND STUDENT COUNCIL.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3PURCHASE OF SUPPLIES AND EQUIPMENT FOR THE FRONT OFFICE TO BENEFIT THE TEACHERS AND STUDENTS.
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt5EVENT SUPPORT AND ASSISTANCE WITH RED RIBBON WEEK, BIKE SAFETY AND TALENT SHOW
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt02000
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IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
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IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0JOG A THON
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt023761
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $1784
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Conferences, Conventions, and Meetings $39
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Insurance $656
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ACCELERATED READING PROGRAM $12124
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4GRADE LEVEL PURCHASES $7823
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5VAPA $2614
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6LIBRARIAN $2300
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7SCHOOL SAFETY $2216
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8ALLIANCE REDWOOD FIELD TRIP $2000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9MEMBERSHIP PAYMENTS TO DISTRIC $1655
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10STAFF APPRECIATION $1450
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11HEALTH FAIR EXPENSE $1150
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12PROMOTION $348
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13HOSPITALITY GIFTS $331
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14BANK FEES $125
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15Inventories - Beginning $900 Inventories - Ending $200
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1007
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.2
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Expenses.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Other Expenses.10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Other Expenses.11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Other Expenses.12
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Other Assets.1010
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JENNIFER ESCOBAR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA CALIFORNIA CONGRESS EDNA BATEY
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ELEMENTARY SCHOOL PTA
ReturnHeader/Filer/BusinessNameControlTxt0PTAC
ReturnHeader/Filer/EIN0260067308
ReturnHeader/Filer/PhoneNum09166844757
ReturnHeader/Filer/USAddress/AddressLine1Txt09421 STONEBROOK DRIVE
ReturnHeader/Filer/USAddress/CityNm0ELK GROVE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095624
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Michele S Rogers CPA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt09381 E STOCKTON BLVD STE 102
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ELK GROVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0956245069
ReturnHeader/PreparerPersonGrp/PhoneNum09166841330
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Marlo R Carter
ReturnHeader/ReturnTs02017-11-03T10:05:43-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$48.4$48.4$49.8$49.3$0.51
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$47.9$47.9$27.8$27.7$0.07
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$47.8$47.8$48.6$19.2$29.4
2022Detailed filing. Detailed filing data is available for this year.$18.4$18.4$19.7$25.0$5.30
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$23.7$23.7$6.36$15.6$9.25
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$33.0$33.0$45.5$33.7$11.8
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$21.1$21.1$43.2$47.9$4.71
2018Detailed filing. Detailed filing data is available for this year.$25.8$25.8$36.5$23.9$12.7
2017Detailed filing. Detailed filing data is available for this year.$13.2$13.2$30.7$36.6$5.94
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$19.1$19.1$39.4$40.6$1.20
2015Detailed filing. Detailed filing data is available for this year.$20.3$20.3$29.9$39.3$9.43
2014Detailed filing. Detailed filing data is available for this year.$29.8$29.8$34.0$25.8$8.17
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$37.8$37.8$43.5$33.3$10.2