Civic Intelligence

PTA California Congress Edna Batey Elementary School PTA

990EZ • Fiscal year 2019 • EIN 26-0067308

Jul 01, 2018 to Jun 30, 2019 • Filed on Oct 09, 2019

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 2019

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2019

Net Margin

23rd percentile

-11%

Higher net margin than 23% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

22nd percentile

-18%

Faster asset growth than 22% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

71st percentile

18%

Faster revenue growth than 71% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Assets

Down

$21,136

Down $4,710 (-18%) from 2018

Net Assets

Down

$21,136

Down $4,710 (-18%) from 2018

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$43,195

Up $6,670 (+18%) from 2018

Expenses

Up

$47,905

Up $24,046 (+101%) from 2018

Net Income

Down

-$4,710

Down $17,376 (-137%) from 2018

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

2019

Assets$21,136
Liabilities-
Net Assets$21,136

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

2019

Revenue$43,195
Expenses$47,905
Net Income-$4,710
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Oct 9, 2019
Return Version
2018v3.1
Gross Receipts
$77,423
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
PLAYGROUND EQUIPMENT AND SAFETY AND IMPROVEMENTS TO THE SCHOOL$14,067-
PURCHASE OF MATERIALS FOR CLASSROOMS FOR EACH GRADE LEVEL AND STUDENT COUNCIL.$9,093-
EVENT SUPPORT AND ASSISTANCE WITH RED RIBBON WEEK, BIKE SAFETY AND TALENT SHOW$8,391-
AWARDS,AND PRIZES FOR ACCELERATED READER PROGRAM AND ASSEMBLIES$5,000-
CROCKER ART WORK RECOGINITION TO SUPPORT STUDENTS$3,250-
MONEY DONATED TO THE SCHOOL TO PAY FOR A LIBRARIAN$3,148-
DONATION TO THE 6TH GRADE CLASSES TO COVER THE TRANSPORTATION COST AND SOME SCHOLARSHIPS FOR THE 6TH GRADE TRIP TO ALLIANCE REDWOOD.$2,000-
PURCHASE OF SUPPLIES AND EQUIPMENT FOR THE FRONT OFFICE TO BENEFIT THE TEACHERS AND STUDENTS.$1,652-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
DIANE UNDERWOODFinancial Secr-$0--
JESSICA CARTERSecretaryPT$0--
JULIE RUSHINGPresident-$0--
KAREN BASSParlimentarianPT$0--
ROSIE VIERATreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Jog a Thon$41,312$41,312$19,882$21,430
Bobcat Bash$9,727$9,727$1,161$8,566
Total Events$51,039$51,039$21,043$29,996
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
Julie Rushing
Title
President
Signed
2019-10-09
Discuss with paid preparer
Yes

Preparer

Firm
Michele S Rogers CPA PC
Address
5081 Willow Vale Way, Elk Grove, CA 95758
Preparer
Marlo R Carter Ea
Phone
9166841330
Supplemental Narrative

Additional Explanations

Other Expenses.1002

Office Expenses $556

Other Expenses.1

Playground and safety equipmen $14067

Other Expenses.2

Grade level purchases $9093

Other Expenses.3

Accelerated reading program $5000

Other Expenses.4

CROCKER ART ARK $3250

Other Expenses.5

LIBRARIAN $3148

Other Expenses.6

ART DOCENT $2630

Other Expenses.7

Membership payments to distric $2085

Other Expenses.8

Alliance redwood field trip $2000

Other Expenses.9

Front office supplies $1652

Other Expenses.10

Health fair expense $1368

Other Expenses.11

STAFF APPRECIATION $1261

Other Expenses.12

HOSPITALITY GIFTS $448

Other Expenses.13

BANK CHARGES $323

Other Expenses.14

Talent show and bike rodeo $311

Other Expenses.15

VAPA $116

Other Expenses.16

FIELD DAY $92

Other Expenses.17

MULTI CULTURAL FAIR $80

Other Assets.1010

Inventories - Beginning $1200 Inventories - Ending $1200

Raw XML Appendix215 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/PersonNm3KAREN BASS
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0FINANCIAL SECR
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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.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt4AWARDS,AND PRIZES FOR ACCELERATED READER PROGRAM AND ASSEMBLIES
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IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0JOG A THON
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0BOBCAT BASH
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt041312
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt09727
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $556
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PLAYGROUND AND SAFETY EQUIPMEN $14067
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2GRADE LEVEL PURCHASES $9093
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ACCELERATED READING PROGRAM $5000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4CROCKER ART ARK $3250
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5LIBRARIAN $3148
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6ART DOCENT $2630
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7MEMBERSHIP PAYMENTS TO DISTRIC $2085
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8ALLIANCE REDWOOD FIELD TRIP $2000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9FRONT OFFICE SUPPLIES $1652
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10HEALTH FAIR EXPENSE $1368
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11STAFF APPRECIATION $1261
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12HOSPITALITY GIFTS $448
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13BANK CHARGES $323
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14TALENT SHOW AND BIKE RODEO $311
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15VAPA $116
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16FIELD DAY $92
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17MULTI CULTURAL FAIR $80
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt18Inventories - Beginning $1200 Inventories - Ending $1200
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Expenses.11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Other Expenses.12
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Other Expenses.13
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Other Expenses.14
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Other Expenses.15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc16Other Expenses.16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc17Other Expenses.17
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc18Other Assets.1010
ReturnHeader/BuildTS02020-01-14 16:20:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JULIE RUSHING
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-10-09
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/PreparerFirmEIN0262758313
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Michele S Rogers CPA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05081 Willow Vale Way
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Elk Grove
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095758
ReturnHeader/PreparerPersonGrp/PhoneNum09166841330
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARLO R CARTER EA
ReturnHeader/ReturnTs02019-10-09T14:11:00-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

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
2019Detailed filing. Detailed filing data is available for this year.$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
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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