Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

990EZ • Fiscal year 2022 • EIN 30-0940337

Jul 01, 2021 to Jun 30, 2022 • Filed on Jun 16, 2023

Organization Profileptamckinley.org
110 Ellis StPetaluma, CA 94952

(707) 478-4024

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

58th percentile

0.00x

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Net Margin

83rd percentile

36%

Higher net margin than 83% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

63rd percentile

11%

Faster asset growth than 63% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2022

Revenue Growth

39th percentile

-1.5%

Faster revenue growth than 39% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2022

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$149,813

Up $27,870 (+23%) from 2020

Net Assets

Up

$149,813

Up $27,870 (+23%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin83rd percentile

Revenue

Down

$126,151

Down $3,876 (-3.0%) from 2020

Expenses

Down

$81,167

Down $8,948 (-9.9%) from 2020

Net Income

Up

$44,984

Up $5,072 (+13%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth63rd percentile

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

2022

Assets$149,813
Liabilities$0
Net Assets$149,813
Open 2022 Filing

Operations Trend

Revenue Growth39th percentile

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

2022

Revenue$126,151
Expenses$81,167
Net Income$44,984
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Jun 16, 2023
Return Version
2021v4.1
Gross Receipts
$144,666
Mission and Program Overview

Mission

To support students, teachers and staff of mckinley school.

To support students teachers and staff of McKinley School

Program Services

DescriptionGrantsExpenses
TO fun field trips for all grade levels-$14,416
To support classrooms with Spanish speaking students through bilingual instruction-$12,497
To support teacher staff ans classroom supplies-$11,585
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Emily OhPresidentPT$0--
Joseph SternTreasurerPT$0--
Renee McArdleVP FundraisingPT$0--
Carrie HarrisonFinancial SecretaryPT$0--
Enelia FaithfulVP Communications-$0--
Trisha YoungSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Pta California Congress of Parents Teachers & Students Inc
EIN
30-0940337
Phone
7074784024
Address
110 ELLIS ST, PETALUMA, CA 94952

Signing Officer

Name
Joseph K Stern
Title
Treasurer
Phone
0000000000
Signed
2023-06-16
Supplemental Narrative

Additional Explanations

Schedule O:

“Form 990-EZ Part 1, line 16: Expenses for field trips, bilingual instruction assistant, classroom supplies, curriculum expenses, and family engagement. Form 990-EZ Part 1, line 20: Reflects changes in balances for various segregated programs for specific PTA related programs like Robotics, Musical, camps and after school enrichment. Form 990-EZ Part 1, line 31: Performing arts, principals discretionary fund”

Raw XML Appendix195 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/BenefitsPaidToOrForMembersAmt00
IRS990EZ/BooksInCareOfDetail/PersonNm0Joseph Stern
IRS990EZ/BooksInCareOfDetail/PhoneNum07074784024
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0110 Ellis St
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Petaluma
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd094952
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0105586
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0149813
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IRS990EZ/ContributionsGiftsGrantsEtcAmt0122920
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt044984
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt00
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0105586
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IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt0144666
IRS990EZ/GrossSalesOfInventoryAmt00
IRS990EZ/InvestmentIncomeAmt02
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0105586
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IRS990EZ/OccupancyRentUtltsAndMaintAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt08
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt38
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Emily Oh
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Joseph Stern
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Renee McArdle
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Carrie Harrison
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Enelia Faithful
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Trisha Young
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VP Fundraising
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Financial Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4VP Communications
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt0-757
IRS990EZ/OtherExpensesTotalAmt081167
IRS990EZ/OtherRevenueTotalAmt00
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0To support students teachers and staff of McKinley School
IRS990EZ/PrintingPublicationsPostageAmt00
IRS990EZ/ProgramServiceRevenueAmt021744
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO fun field trips for all grade levels
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1To support classrooms with Spanish speaking students through bilingual instruction
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2To support teacher staff ans classroom supplies
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt014416
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt112497
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt211585
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt00
IRS990EZ/SaleOfAssetsGrossAmt00
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt018515
IRS990EZ/SpecialEventsNetIncomeLossAmt0-18515
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt081167
IRS990EZ/TotalProgramServiceExpensesAmt038498
IRS990EZ/TotalRevenueAmt0126151
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0ptamckinley.org
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0122920
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt038651
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0104950
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt084556
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt069051
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0420128
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt03
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt03
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt020
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt023
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt04
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt053
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt021744
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt013821
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt095
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt027374
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt027559
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt090593
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt03
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt03
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt020
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt023
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt04
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt053
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/InvestmentIncomePYPct00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct01
IRS990ScheduleA/PublicSupportPY170Pct00
IRS990ScheduleA/PublicSupportPY509Pct01
IRS990ScheduleA/PublicSupportTotal509Amt0510721
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/ThirtyThrPctSuprtTestsPY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0144664
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt052472
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0105045
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0111930
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt096610
IRS990ScheduleA/Total509Grp/TotalAmt0510721
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0144667
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt052475
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0105065
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0111953
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt096614
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0510774
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Form 990-EZ Part 1, line 16: Expenses for field trips, bilingual instruction assistant, classroom supplies, curriculum expenses, and family engagement. Form 990-EZ Part 1, line 20: Reflects changes in balances for various segregated programs for specific PTA related programs like Robotics, Musical, camps and after school enrichment. Form 990-EZ Part 1, line 31: Performing arts, principals discretionary fund
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule O:
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Joseph K Stern
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum00000000000
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-06-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA CALIFORNIA CONGRESS OF PARENTS TEACHERS & STUDENTS INC
ReturnHeader/Filer/BusinessNameControlTxt0PTAC
ReturnHeader/Filer/EIN0300940337
ReturnHeader/Filer/PhoneNum07074784024
ReturnHeader/Filer/USAddress/AddressLine1Txt0110 ELLIS ST
ReturnHeader/Filer/USAddress/CityNm0PETALUMA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094952
ReturnHeader/ReturnTs02023-06-16T19:00:03Z
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Joseph
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0K Stern
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$149,813
Liabilities
$0
Net assets
$149,813
Revenue
$126,151
Expenses
$81,167
Net income
$44,984
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.37$1.37$1.39$1.29$0.10
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.27$1.27$1.34$1.57$0.23
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.50$1.50$1.24$1.24$0.00
2022Detailed filing. Detailed filing data is available for this year.$1.50$0.00$1.50$1.26$0.81$0.45
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.22$0.00$1.22$1.30$0.90$0.40
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.82$0.00$0.82$1.03$0.68$0.34