Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

990EZ • Fiscal year 2019 • EIN 30-0940337

Jul 01, 2018 to Jun 30, 2019 • Filed on May 12, 2020

110 Ellis StreetPetaluma, CA 94952

(707) 778-4750

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.

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

Liabilities / Revenue

55th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

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

Net Margin

86th percentile

34%

Higher net margin than 86% of similar nonprofits.

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

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2019

Asset Growth

Score unavailable

No value available

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

Source year 2019

Revenue Growth

Score unavailable

No value available

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

Source year 2019

Assets

$82,031

No earlier filing loaded for comparison.

Net Assets

$82,031

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue

$102,695

No earlier filing loaded for comparison.

Expenses

$68,238

No earlier filing loaded for comparison.

Net Income

$34,457

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 2019: $82,031Liabilities 2019: $0Net Assets 2019: $82,0312019Assets 2020: $121,943Liabilities 2020: $0Net Assets 2020: $121,9432020Assets 2022: $149,813Liabilities 2022: $0Net Assets 2022: $149,8132022Assets 2023: $149,538Net Assets 2023: $149,5382023Assets 2024: $126,954Net Assets 2024: $126,9542024Assets 2025: $137,434Net Assets 2025: $137,4342025

Highlighted filing

2019

Assets$82,031
Liabilities$0
Net Assets$82,031

Operations Trend

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

$200K$150K$100K$50K$0-$50KRevenue 2019: $102,695Expenses 2019: $68,238Net Income 2019: $34,4572019Revenue 2020: $130,027Expenses 2020: $90,115Net Income 2020: $39,9122020Revenue 2022: $126,151Expenses 2022: $81,167Net Income 2022: $44,9842022Revenue 2023: $124,101Expenses 2023: $124,377Net Income 2023: -$2762023Revenue 2024: $134,330Expenses 2024: $156,914Net Income 2024: -$22,5842024Revenue 2025: $139,144Expenses 2025: $128,664Net Income 2025: $10,4802025

Highlighted filing

2019

Revenue$102,695
Expenses$68,238
Net Income$34,457
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
May 12, 2020
Return Version
2018v3.1
Gross Receipts
$111,953
Mission and Program Overview

Mission

To positively impact the lives of all students, families and staff at mckinley school.

Program Services

DescriptionGrantsExpenses
TO FUND ENRICHMENT PROGRAMS SUCH AS SPANISH, ART, LIBRARY, PHYSICAL EDUCATION, ASSEMBLIES, MUSIC AND TO SUPPORT TEACHER SUPPLIES.$0$43,034
TO FUND OPERATING EXPENSES, ADMINISTRATION COSTS AND SUPPLIES$0$13,219
TO FUND EXPERIENTIAL LEARNING AND EDUCATIONAL FIELDTRIPS.$0$11,985
TO POSITIVELY IMPACT THE LIVES OF ALL STUDENTS, FAMILIES AND STAFF AT MCKINLEY SCHOOL.$0$0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
AMY MALAISEPresident-$0--
JESSICA SERVINVice President-$0--
CHRISTOPHER LUMTreasurer-$0--
KIM KENSINGERFinancial Secretary-$0--
KARLA MONTIJANOSecretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Jog-a-thon$43,983-$4,187-
Spring Fundraiser$31,936$2,580$1,473$1,107
Total Events$75,919$2,580$8,323$-5,743
Filing and Contact Details

Filer

Filer Name
Mckinley Pta
EIN
30-0940337
Phone
7077784750
Address
110 ELLIS STREET, PETALUMA, CA 94952

Signing Officer

Name
Kelly Pounds
Title
Treasurer
Phone
7077784750
Signed
2020-05-12
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8 - Other Revenue

Description: interest income. Amount: 23.

Form 990-ez, Part I, Line 16 - Other Expenses

Description: other expenses. Amount: 68238.

Raw XML Appendix200 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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IRS990EZ/BooksInCareOfDetail/PhoneNum07077784750
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0PETALUMA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0AMY MALAISE
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2CHRISTOPHER LUM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3KIM KENSINGER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4KARLA MONTIJANO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3FINANCIAL SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4SECRETARY
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt068238
IRS990EZ/OtherRevenueTotalAmt023
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TO POSITIVELY IMPACT THE LIVES OF ALL STUDENTS, FAMILIES AND STAFF AT MCKINLEY SCHOOL.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO FUND OPERATING EXPENSES, ADMINISTRATION COSTS AND SUPPLIES
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1TO FUND EXPERIENTIAL LEARNING AND EDUCATIONAL FIELDTRIPS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2TO FUND ENRICHMENT PROGRAMS SUCH AS SPANISH, ART, LIBRARY, PHYSICAL EDUCATION, ASSEMBLIES, MUSIC AND TO SUPPORT TEACHER SUPPLIES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3TO POSITIVELY IMPACT THE LIVES OF ALL STUDENTS, FAMILIES AND STAFF AT MCKINLEY SCHOOL.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt20
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt30
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt013219
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt111985
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt243034
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt30
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SpecialEventsDirectExpensesAmt09258
IRS990EZ/SpecialEventsNetIncomeLossAmt091455
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
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IRS990EZ/TanningServicesProvidedInd00
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IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
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IRS990EZ/TaxReimbursedByOrganizationAmt00
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IRS990EZ/TotalRevenueAmt0102695
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0HTTPS://MCKPTA.MEMBERSHIPTOOLKIT.COM/
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt084556
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt069051
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt076445
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0230052
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt023
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt082483
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt023
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IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportTotal509Amt0312535
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0111930
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt096610
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IRS990ScheduleA/Total509Grp/TotalAmt0312535
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0111953
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt096614
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0103995
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0312562
IRS990ScheduleG/CharitableDistributionRqrInd00
IRS990ScheduleG/CntrctWith3rdPrtyForGameRevInd00
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt073339
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IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt029356
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IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent2Amt0500
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt0500
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0JOG-A-THON
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0SPRING FUNDRAISER
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent2Amt02163
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt02163
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt043983
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt02580
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IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-5743
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt05660
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt04187
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt01473
IRS990ScheduleG/GamingInformationGrp/DirectExpenseSummaryGamingAmt0500
IRS990ScheduleG/GamingInformationGrp/GrossRevenueOtherGamingAmt03465
IRS990ScheduleG/GamingInformationGrp/GrossRevenueTotalGamingAmt03465
IRS990ScheduleG/GamingInformationGrp/NetGamingIncomeSummaryAmt02965
IRS990ScheduleG/GamingInformationGrp/NonCashPrizesOtherGamingAmt0500
IRS990ScheduleG/GamingInformationGrp/NonCashPrizesTotalGamingAmt0500
IRS990ScheduleG/GamingInformationGrp/VolunteerLaborOtherGamingInd00
IRS990ScheduleG/GamingWithNonmembersInd00
IRS990ScheduleG/LicensedInd01
IRS990ScheduleG/LicenseSuspendedEtcInd00
IRS990ScheduleG/MemberOfOtherEntityInd00
IRS990ScheduleG/StatesWhereGamingConductedCd0CA
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST INCOME. AMOUNT: 23.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: OTHER EXPENSES. AMOUNT: 68238.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8 - OTHER REVENUE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02020-09-23 17:36:50Z
ReturnHeader/BusinessOfficerGrp/PersonNm0KELLY POUNDS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07077784750
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-05-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MCKINLEY PTA
ReturnHeader/Filer/BusinessNameControlTxt0MCKI
ReturnHeader/Filer/EIN0300940337
ReturnHeader/Filer/PhoneNum07077784750
ReturnHeader/Filer/USAddress/AddressLine1Txt0110 ELLIS STREET
ReturnHeader/Filer/USAddress/CityNm0PETALUMA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094952
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId04775FB473F6CCA629FB4DFF894828F3BA1F33E37
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId04775FB473F6CCA629FB4DFF894828F3BA1F33E37
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt050.115.75.114
ReturnHeader/FilingSecurityInformation/IPDt02020-05-12
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm012:20:05
ReturnHeader/ReturnTs02020-05-13T17:21:46-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

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No mirrored PDF or thumbnail assets are attached yet.

Filings