Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc DBA Hickory PTA

990EZ • Fiscal year 2020 • EIN 26-0747064

Jul 01, 2019 to Jun 30, 2020 • Filed on Nov 19, 2020

Organization Profilewww.hickorypta.net
2800 W 227th STREETTorrance, CA 90505

(130) 533-4672

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 2020

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2020

Net Margin

62nd percentile

14%

Higher net margin than 62% 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

15th percentile

-28%

Faster asset growth than 15% of similar nonprofits.

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

Revenue Growth

18th percentile

-56%

Faster revenue growth than 18% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$30,977

Down $12,067 (-28%) from 2019

Net Assets

Down

$30,977

Down $12,067 (-28%) from 2019

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin62nd percentile

Revenue

Down

$48,977

Down $61,798 (-56%) from 2019

Expenses

Down

$42,326

Down $70,161 (-62%) from 2019

Net Income

Up

$6,651

Up $8,363 (+488%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth15th percentile

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

$100K$50K$0Assets 2016: $66,630Liabilities 2016: $0Net Assets 2016: $66,6302016Assets 2017: $54,941Net Assets 2017: $54,9412017Assets 2018: $46,577Net Assets 2018: $46,5772018Assets 2019: $43,044Net Assets 2019: $43,0442019Assets 2020: $30,977Net Assets 2020: $30,9772020Assets 2022: $83,242Liabilities 2022: $0Net Assets 2022: $83,2422022Assets 2023: $53,706Liabilities 2023: $0Net Assets 2023: $53,7062023Assets 2024: $73,571Liabilities 2024: $0Net Assets 2024: $73,5712024Assets 2025: $94,645Liabilities 2025: $0Net Assets 2025: $94,6452025

Highlighted filing

2020

Assets$30,977
Liabilities-
Net Assets$30,977
Open 2020 Filing

Operations Trend

Revenue Growth18th percentile

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

$150K$100K$50K$0-$50KRevenue 2016: $105,342Expenses 2016: $94,232Net Income 2016: $11,1102016Revenue 2017: $100,313Expenses 2017: $112,002Net Income 2017: -$11,6892017Revenue 2018: $108,767Expenses 2018: $117,131Net Income 2018: -$8,3642018Revenue 2019: $110,775Expenses 2019: $112,487Net Income 2019: -$1,7122019Revenue 2020: $48,977Expenses 2020: $42,326Net Income 2020: $6,6512020Revenue 2022: $84,535Expenses 2022: $44,391Net Income 2022: $40,1442022Revenue 2023: $73,809Expenses 2023: $103,345Net Income 2023: -$29,5362023Revenue 2024: $98,026Expenses 2024: $78,194Net Income 2024: $19,8322024Revenue 2025: $97,119Expenses 2025: $76,045Net Income 2025: $21,0742025

Highlighted filing

2020

Revenue$48,977
Expenses$42,326
Net Income$6,651
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Nov 19, 2020
Return Version
2019v5.0
Gross Receipts
$50,185
Mission and Program Overview

Mission

STUDENT ENRICHMENT

To support the students and educational needs of all students of Hickory Elementary School

Program Services

DescriptionGrantsExpenses
Yearbook - We design and prepare the yearbook for print for the students.$0$12,390
Computer Lab - We provide a completely outfitted computer lab for all classrooms to access for research of projects.$0$11,000
Fully Equipped Science Lab - We provide all consumables and some lab equipment required for science labs for grades k-5 for each student for the school year.$0$2,500
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
Shivani KrausPresidentPT$0--
Lorie HalitzkaTreasurerPT$0--
Laura MartinezSecretaryPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Direct Donation Campaign$19,966$19,966$0$19,966
Book Fair$15,181$15,181$726$14,455
Total Events$48,441$48,441$1,208$47,233
Filing and Contact Details

Filer

Filer Name
Hickory Pta
EIN
26-0747064
In Care Of
% Lorie Halitzka
Phone
1305334672
Address
2800 W 227th STREET, TORRANCE, CA 90505

Signing Officer

Name
Lorie Halitzka
Title
Treasurer
Phone
3105334672
Signed
2020-11-19
Discuss with paid preparer
No
Supplemental Narrative

Additional Explanations

Part I, line 16

“| Other Expenses:, Amount:| Organizational/Office Supplies, $1159.00| Yearbook, $12390.00| Emergency Kits, $3144.00| Classroom Supplies, $18241.00| Adventures in Art Expense, $7392.00|”

Raw XML Appendix172 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0Lorie Halitzka
IRS990EZ/BooksInCareOfDetail/PhoneNum03105334672
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt02800 W 227th STREET
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0TORRANCE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd090505
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt024326
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt030977
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt01744
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt06651
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt024326
IRS990EZ/Form990TotalAssetsGrp/EOYAmt030977
IRS990EZ/FundraisingGrossIncomeAmt048441
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt050185
IRS990EZ/GrossSalesOfInventoryAmt00
IRS990EZ/GroupExemptionNum03145
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartIVInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt024326
IRS990EZ/NetAssetsOrFundBalancesEOYAmt030977
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt024326
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt030977
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt025
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt125
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt215
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Shivani Kraus
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Lorie Halitzka
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Laura Martinez
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt042326
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0To support the students and educational needs of all students of Hickory Elementary School
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Fully Equipped Science Lab - We provide all consumables and some lab equipment required for science labs for grades k-5 for each student for the school year.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Computer Lab - We provide a completely outfitted computer lab for all classrooms to access for research of projects.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Yearbook - We design and prepare the yearbook for print for the students.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt20
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt02500
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt111000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt212390
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt01208
IRS990EZ/SpecialEventsNetIncomeLossAmt047233
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt042326
IRS990EZ/TotalProgramServiceExpensesAmt025890
IRS990EZ/TotalRevenueAmt048977
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0www.hickorypta.net
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt01744
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt068016
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt069760
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00
IRS990ScheduleA/PublicSupportPY170Pct00.00
IRS990ScheduleA/PublicSupportTotal170Amt069760
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt01744
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt068016
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt069760
IRS990ScheduleA/TotalSupportAmt069760
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesOtherEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesTotalEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriOtherEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt01208
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentOtherEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Direct Donation Campaign
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Book Fair
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageOtherEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt019966
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt015181
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt013294
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt048441
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt019966
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt015181
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt013294
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt048441
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt047233
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesOtherEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt0482
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt01208
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt0726
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsOtherEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Other Expenses:, Amount:| Organizational/Office Supplies, $1159.00| Yearbook, $12390.00| Emergency Kits, $3144.00| Classroom Supplies, $18241.00| Adventures in Art Expense, $7392.00|
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I, line 16
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0Lorie Halitzka
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum03105334672
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-19
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HICKORY PTA
ReturnHeader/Filer/BusinessNameControlTxt0HICK
ReturnHeader/Filer/EIN0260747064
ReturnHeader/Filer/InCareOfNm0% Lorie Halitzka
ReturnHeader/Filer/PhoneNum01305334672
ReturnHeader/Filer/USAddress/AddressLine1Txt02800 W 227th STREET
ReturnHeader/Filer/USAddress/CityNm0TORRANCE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd090505
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0104.174.88.236
ReturnHeader/FilingSecurityInformation/IPDt02020-11-19
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ES
ReturnHeader/ReturnTs02020-11-19T09:00:28-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$30,977
Liabilities
-
Net assets
$30,977
Revenue
$48,977
Expenses
$42,326
Net income
$6,651
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.95$0.00$0.95$0.97$0.76$0.21
2024Detailed filing. Detailed filing data is available for this year.$0.74$0.00$0.74$0.98$0.78$0.20
2023Detailed filing. Detailed filing data is available for this year.$0.54$0.00$0.54$0.74$1.03$0.30
2022Detailed filing. Detailed filing data is available for this year.$0.83$0.00$0.83$0.85$0.44$0.40
2020Detailed filing. Detailed filing data is available for this year.$0.31$0.31$0.49$0.42$0.07
2019Detailed filing. Detailed filing data is available for this year.$0.43$0.43$1.11$1.12$0.02
2018Detailed filing. Detailed filing data is available for this year.$0.47$0.47$1.09$1.17$0.08
2017Detailed filing. Detailed filing data is available for this year.$0.55$0.55$1.00$1.12$0.12
2016Detailed filing. Detailed filing data is available for this year.$0.67$0.00$0.67$1.05$0.94$0.11